5. @paulsingh #GLDemoDay
EARLY STAGE
STARTUPS
HAVE CHANGED
6. @paulsingh #GLDemoDay
CLOUD, OPEN SOURCE AND ONLINE DISTRIBUTION DRIVING
STARTUP COSTS
LOWER THAN EVERBUT SCALING STILL COSTS MONEY
7. @paulsingh #GLDemoDay
WEB GETS BIGGER.
WORLD GETS SMALLER.
8. @paulsingh #GLDemoDay
TRACTION IS THE NEW
INTELLECTUAL PROPERTY
PLATFORMS (SEARCH, SOCIAL & MOBILE) PRIMARILY DRIVING THE CHANGE.
NO LONGER “GOOD ENOUGH” TO DEPEND ON TECH DIFFERENTIATION.
9. @paulsingh #GLDemoDay
CAPITAL
INCREASINGLY
COMMODITIZED
RISE OF THE ANGELS, YO!
10. @paulsingh #GLDemoDay
NEW REALITY:
MONEY FOLLOWS
FOUNDERS
RISE OF THE ENTREPRENEURS, YO!
11. @paulsingh #GLDemoDay
SIGNALS ARE
EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
12. @paulsingh #GLDemoDay
SIGNALS ARE
EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
13. @paulsingh #GLDemoDay
TRANSPARENCY IS
SIGNALS ARE
EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
14. @paulsingh #GLDemoDay
WALL STREET
BEAT US TO IT
16. @paulsingh #GLDemoDay
“ UBS PROPRIETARY
SATELLITE PARKING LOT
FILL RATE ANALYSIS
POINTS TO AN
INTERESTING CADENCE
INTRA-QUARTER AND
POTENTIAL UPSIDE TO
OUR VIEW.
18. @paulsingh #GLDemoDay
“
TWICE A WEEK A SMALL
HELICOPTER CIRCLES
OVER CUSHING’S TANK
FARMS ON AN OIL
INDUSTRY SPYING
MISSION.
19. @paulsingh #GLDemoDay
WALL STREET
ISN’T ALONE
THESE TECHNIQUES ALREADY USED TO UNDERWRITE IN-VITRO
FERTILIZATION LENDING, PAYDAY LOANS, SUBPRIME AUTO
LENDING, HOME/PERSONAL/AUTO INSURANCE AND MORE.
20. @paulsingh #GLDemoDay
IT TURNS OUT,
WE CAN DO IT, TOO SURPRISE!
38. @paulsingh #GLDemoDay
ALSO...
Think about distribution a lot
39. @paulsingh #GLDemoDay
ALSO...
Think about distribution a lot
Focus on customer acquisition
40. @paulsingh #GLDemoDay
ALSO...
Think about distribution a lot
Focus on customer acquisition
Get on AngelList
41. @paulsingh #GLDemoDay
ALSO...
Think about distribution a lot
Focus on customer acquisition
Get on AngelList
Learn the basics of VC economics
42. @paulsingh #GLDemoDay
ALSO...
Think about distribution a lot
Focus on customer acquisition
Get on AngelList
Learn the basics of VC economics
Raise 12-18 months of funding
43. @paulsingh #GLDemoDay
THE RISE OF THE ANGELS
(AND THE ENTREPRENEURS)
PAUL SINGH
@paulsingh・paul@500startups.com・resultsjunkies.com