November 2015, Innopolis University

1. How to think like VC
Innopolis University
November
2015

2. ?

3. The call is
the only measure
of success

4. Recipe of success

5. Recipe of success

6. Want to argue?
Warren Buffett:
– “When a management team with a reputation for
brilliance tackles a business with a reputation for
bad economics, it is the reputation of the business
that remains intact.”

7. Recipe - Market
• Your offer - Vitamin or painkiller
• Size and growth
• Structure – can anyone squeeze your profit
• Barriers to entry
• Ready for disruption: overserved or underserved

8. Recipe - Business Model
• Sustainable Competitive advantage
aka
“Secret Souce”
“Unfair competitive advantage”
etc.
• Scalability

9. Recipe - Team
• Experience
• Brothers-in- Arms
• Can attract top talents

10. “Either .. Or ..”
is a loser's choice

11. Check-list
• Promising market - with strong fundamentals
• Scalable business model - based on the
sustainable competitive advantage
• Bonded Team with experience
• Business Logic

12. Marketplace vs
Hi-Tech

13. Marketplace vs
Hi-Tech
Promising market with strong fundamentals
Scalable business model based on the
sustainable competitive advantage
Bonded Team with experience
Business Logic

14. Marketplace vs
Hi-Tech

15. Good VC
is always
open-minded

16. Take the most from
Innopolis Labs
• Test technology fundamentals:
• fast answers and facts
• in perfect conditions
• Diversity of minds and experience
• Secure environment for learning
• Use time to build you team and traction

17. Take the most from
Innopolis Labs
And we will call you

18. Q&A