The document discusses trends in venture capital and the "Right Now Economy". It notes that venture capital is a cyclical industry that is now driving the next upward cycle based on four mega-trends: mobile, social, cloud computing, big data. These trends are transforming traditional industries like shopping, news, advertising, transportation, hospitality, entertainment, education, and healthcare. Hundreds of billions in market value have been transferred to new market entrants. The venture capital industry has resized after an anomalous previous cycle. The next cycle promises to be an era of strong venture returns with $500 billion expected to be returned to venture-funded companies in the next decade. Most value will be created privately, so investors need exposure to venture assets.
The document discusses predictions for the future of law firms in 2030. It predicts that the number of lawyers in the US will be half of what it is today, with 1 million lawyers currently. Lawyers will shift roles to focus more on mediation, arbitration, and business consulting rather than litigation. Most legal work will be done remotely via video conferencing. Law firms will hire more data scientists and customer service specialists and use technology like tracking employee work, cloning, and intelligent advertising. The document raises questions about the future and encourages contacting the company with any other questions.
SpringOwl's 99 Page Presentation On Turning Around ViacomEric Jackson
In this 99 page presentation, we lay out why Viacom's stock price has been cut in half in the past year, and our proposed plan for turning the company around.
Houlihan Lokey: Valuation in the Delaware CourtsHoulihan Lokey
This document summarizes a panel discussion on valuation issues in Delaware courts. The panel discusses recent developments in valuation methodologies, appraisal proceedings, and fiduciary duty litigation where valuation is at issue. The key points are:
1) The Delaware courts, through appraisal cases, provide guidance on acceptable valuation methodologies such as discounted cash flow analysis and give preferences to certain inputs like using management projections.
2) Appraisal proceedings determine "fair value" owed to shareholders for their shares, excluding any value related to a merger. Fiduciary duty cases may also involve assessing fair value.
3) Recent cases have given more weight to third-party sales values as evidence of fair value when the sales process
Top 10 Learnings Growing to (Almost) $10 Million ARR: Leo's presentation at S...Buffer
Our COO Leo Widrich spoke at the SaaStr Annual conference on February 9, 2016 and shared some lessons that have helped Buffer grow. The tips range across product, marketing, and general work culture!
Venture capitalists, especially those investing at the early stage, could be described as “relationship capitalists”. You’ll often hear how investors approach their commitments like a marriage, and that they think long and hard about with whom they want to go to bed. Avoid picturing that second part.
But the VC mystique can be inexplicable at times. Why do they send such curt emails? What the #%$! do they mean by “traction”? Are they even paying attention?!
Here are some things they might be thinking (but probably won’t flat-out say) during the courtship process, and how you can prepare, take ownership, and rock the pitch.
Why Boards Matter: Building and Developing a World Class Board of DirectorsJim Citrin
Our insights about the market for board talent across S&P 500, the U.S. Tech Industry, and early stage growth companies as well as a cross section of boards interested executives based on the Spencer Stuart Board Index, the U.S. Tech Board Index, and a SurveyMonkey survey put together as input for #WhyBoardsMatter, a joint presentation from Spencer Stuart and Kleiner Perkins.
Read the full post here:
The presentation summarizes TRC's business and financial performance. TRC provides engineering, consulting and construction management services to the energy, environmental and infrastructure industries. It has transformed its business through acquisitions, cost reductions and a focus on higher-growth markets. TRC has a diversified revenue base across business segments and clients. It is pursuing organic growth and acquisitions in the utility/power and oil & gas industries. TRC has strengthened its balance sheet and is demonstrating improved financial metrics as it leverages its business model.
The document discusses trends in venture capital and the "Right Now Economy". It notes that venture capital is a cyclical industry that is now driving the next upward cycle based on four mega-trends: mobile, social, cloud computing, big data. These trends are transforming traditional industries like shopping, news, advertising, transportation, hospitality, entertainment, education, and healthcare. Hundreds of billions in market value have been transferred to new market entrants. The venture capital industry has resized after an anomalous previous cycle. The next cycle promises to be an era of strong venture returns with $500 billion expected to be returned to venture-funded companies in the next decade. Most value will be created privately, so investors need exposure to venture assets.
The document discusses predictions for the future of law firms in 2030. It predicts that the number of lawyers in the US will be half of what it is today, with 1 million lawyers currently. Lawyers will shift roles to focus more on mediation, arbitration, and business consulting rather than litigation. Most legal work will be done remotely via video conferencing. Law firms will hire more data scientists and customer service specialists and use technology like tracking employee work, cloning, and intelligent advertising. The document raises questions about the future and encourages contacting the company with any other questions.
SpringOwl's 99 Page Presentation On Turning Around ViacomEric Jackson
In this 99 page presentation, we lay out why Viacom's stock price has been cut in half in the past year, and our proposed plan for turning the company around.
Houlihan Lokey: Valuation in the Delaware CourtsHoulihan Lokey
This document summarizes a panel discussion on valuation issues in Delaware courts. The panel discusses recent developments in valuation methodologies, appraisal proceedings, and fiduciary duty litigation where valuation is at issue. The key points are:
1) The Delaware courts, through appraisal cases, provide guidance on acceptable valuation methodologies such as discounted cash flow analysis and give preferences to certain inputs like using management projections.
2) Appraisal proceedings determine "fair value" owed to shareholders for their shares, excluding any value related to a merger. Fiduciary duty cases may also involve assessing fair value.
3) Recent cases have given more weight to third-party sales values as evidence of fair value when the sales process
Top 10 Learnings Growing to (Almost) $10 Million ARR: Leo's presentation at S...Buffer
Our COO Leo Widrich spoke at the SaaStr Annual conference on February 9, 2016 and shared some lessons that have helped Buffer grow. The tips range across product, marketing, and general work culture!
Venture capitalists, especially those investing at the early stage, could be described as “relationship capitalists”. You’ll often hear how investors approach their commitments like a marriage, and that they think long and hard about with whom they want to go to bed. Avoid picturing that second part.
But the VC mystique can be inexplicable at times. Why do they send such curt emails? What the #%$! do they mean by “traction”? Are they even paying attention?!
Here are some things they might be thinking (but probably won’t flat-out say) during the courtship process, and how you can prepare, take ownership, and rock the pitch.
Why Boards Matter: Building and Developing a World Class Board of DirectorsJim Citrin
Our insights about the market for board talent across S&P 500, the U.S. Tech Industry, and early stage growth companies as well as a cross section of boards interested executives based on the Spencer Stuart Board Index, the U.S. Tech Board Index, and a SurveyMonkey survey put together as input for #WhyBoardsMatter, a joint presentation from Spencer Stuart and Kleiner Perkins.
Read the full post here:
The presentation summarizes TRC's business and financial performance. TRC provides engineering, consulting and construction management services to the energy, environmental and infrastructure industries. It has transformed its business through acquisitions, cost reductions and a focus on higher-growth markets. TRC has a diversified revenue base across business segments and clients. It is pursuing organic growth and acquisitions in the utility/power and oil & gas industries. TRC has strengthened its balance sheet and is demonstrating improved financial metrics as it leverages its business model.
GP Bullhound LLP puts together its annual report on valuations, revenues and "unicorns" inside the European Union (this is the final list in which UK based companies are being counted as European!)
Black Box Thinking - The Surprising Truth About SuccessMatthew Syed
In his new book Black Box Thinking, award winning journalist and best-selling author Matthew Syed shares the surprising truth about success (and why some people never learn from their mistakes).
Covering topics including marginal gains, closed loops, blame culture, the logic of failure and creating a growth culture, Matthew uses gripping case studies, exclusive interviews and really practical takeaways to explain how you can turn failure into success.
Whether developing a new product, honing a core skill or just trying to get a critical decision right, Black Box Thinkers aren't afraid to face up to mistakes. In fact, Black Box Thinkers see failure as the very best way to learn. Rather than denying their mistakes, blaming others or attempting to spin their way out of trouble, these institutions and individuals interrogate errors as part of their future strategy for success.
This is a visual preview of Black Box Thinking. You can pick up a copy of the book at www.mathewsyed.com/blackboxthinking
SpringOwl's 99 Page Presentation On How To Best Turnaround Yahoo!Eric Jackson
On Dec. 13, 2015, SpringOwl released this 99 page presentation on why Yahoo needs substantial change from the status quo and why it would be a mistake to sell the core business now at the lows. We offer our 9 point plan for how to turn around the company and create the most amount of value with the least risk for shareholders (and employees)
The new new competition - How digital platforms change competitive strategyPlatform Revolution
The document discusses how platform competition differs from traditional competition. Platform competition occurs at three levels: between platforms, platforms and their partners, and partners within a platform's ecosystem. Platforms win by owning their ecosystem, monitoring it for valuable resources, leveraging user data, acquiring companies built on their platform, monitoring adjacent areas, and having superior technological design. Some markets become "winner-take-all" where network effects drive users to a single dominant platform. Understanding platform competition is important for both platforms and participants in their ecosystems.
If you are like many people, even the thought of delivering a speech in front of an audience will get your palms sweating. The fear of public speaking ranks high among the most common phobias, and for good reason: most of us approach the situation with the wrong mindset, which in turn makes us live out our worst fears in a public forum.
As Michael Parker notes in IT’S NOT WHAT YOU SAY: How to Sell Your Message When It Matters Most (A TarcherPerigee paperback; on sale January 2016), our fixation on the content of our words – and not the presentation of ourselves – is what brings us down. Once the Vice-Chairman of London’s Saatchi & Saatchi, and one of the world’s most experienced advertising pitch men, having made more than 1,000 pitches in his successful career, Parker has learned first-hand that an effective presentation, a job interview, or even a speech at a wedding hinges on our ability to portray ourselves as passionate, relatable, and collected. But, if we are focused on what we say, and not how we act, we will fail to persuade our audience.
Applied in the boardroom, at the pulpit, or even in conversation, these tenets will help you present better in any situation.
We’re Leaking, and Everything’s Fine: How and Why Companies Deliberately Leak...Ian McCarthy
Although the protection of secrets is often vital to the survival of organizations, at other times organizations can benefit by deliberately leaking secrets to outsiders. We explore how and why this is the case. We identify two dimensions of leaks: (1) whether the information in the leak is factual or concocted, and (2) whether leaks are conducted overtly or covertly. Using these two dimensions, we identify four types of leaks, which we term informing, dissembling, misdirecting, and provoking. We also provide a framework to help managers decide whether or not they should leak secrets.
- The gig economy as currently defined will not last long term, as tasks like ridesharing and delivery are likely to be automated. However, skilled professionals using platforms like Thumbtack to find clients will persist and proliferate.
- Technology is empowering skilled tradespeople by allowing them to connect directly with customers and run their businesses more efficiently without traditional employers. Skilled professionals are less reliant on college degrees and are building middle-class lifestyles through online skills marketplaces.
- Policymakers should support independent workers through policies that provide safety nets and make it easier for skilled professionals to succeed without full-time employment.
There is no point in drawing a distinction between the future of technology and the future of mobile. They are the same. In other words, technology is now outgrowing the tech industry.
2015 Global Innovation 1000 study: Innovation’s New World OrderPwC's Strategy&
For the 11th year running, Strategy&, PwC's strategy consulting business, analyzed the top 1,000 public companies around the world that spent the most on R&D during the last fiscal year. This year’s results paint a detailed picture of not only who’s spending the most on R&D, but also where they are spending it.
Culture Code: Creating a Company You LoveDharmesh Shah
The document discusses the importance of creating a strong culture for a startup company. It notes that while many startups don't focus on culture, leaving it to develop haphazardly, culture actually plays a crucial role in a company's success by determining the types of people it attracts and retains. The document provides tips for founders such as defining the company's mission, values, and vision of success to shape the emerging culture in a deliberate way rather than leaving it to chance. It emphasizes that culture will develop whether intentionally managed or not, so founders should focus on cultivating the type of culture they want for their growing business.
Organizations should (1) articulate clear goals for their digital storytelling, such as increasing donations or volunteer recruitment. They should (2) identify their target audiences and understand those audiences' interests and motivations. Finally, organizations should (3) set specific, measurable objectives for their storytelling, such as getting 1,000 shares of a story on social media. Developing a clear strategy is necessary to craft engaging content and reach the right people.
Sarah Tavel of Greylock Partners analyzes the unique financial pain points that young Americans are facing and explains why fintech is ripe for disruption.
29 Revenue Model Options for Industrial enterprises (curated by @arnevbalen -...Board of Innovation
How to find new ways to make money as an industrial company? Explore 29 trigger cards with different business model options and pricing tactics (Industrial enterprise version). - by Board of Innovation
This document discusses Dave McClure's investment thesis and experience in venture capital. It provides an overview of 500 Startups, including its history, strategy of making many small investments, and how it invests through its accelerator program and seed/follow-on funding. Details are given around 500's investment criteria, portfolio diversification approach, and generating deal flow through its brand and network.
The Platform Manifesto - 16 principles for digital transformationSangeet Paul Choudary
The Platform Manifesto is a collection of principles that succinctly defines how different aspects of business transform in a world of digital platforms.
The State of Sales & Marketing at the 50 Fastest-Growing B2B CompaniesMattermark
There’s a lot of information out there for sales and marketing professionals. In fact, as our friend Erik Devaney at Drift.com points out, a quick search of the term “sales and marketing advice” yields more than 90 million results on Google.
What’s more, there are tons of industry influencers who, on a regular basis, share their views on everything from content marketing and sales, to pricing and customer success. It’s a noisy conversation, and for many, a confusing one.
So, how do you make sense of it all?
By focusing on the sales and marketing efforts that actually produce results, not flash-in-the-pan engagement. But finding those results is a little challenging. That’s why we decided to put together our latest report with Drift.com, The State of Sales and Marketing at the 50 Fastest-Growing B2B Companies.
Using Mattermark data, we were able to identify the fifty high-growth companies in the U.S. and evaluate their marketing activities to understand which practices really moved the needle. In order to make the qualitative portion of our research more tangible, we evaluated each company on the list in light of how they approached content, customer communication, path to purchase, and pricing.
What we and the team at Drift.com discovered was surprising, to say the least.
by Benedict Evans. Please see this link for full description, slides, AND version with talk track: http://a16z.com/2016/12/09/mobile-is-eating-the-world-outlook-2017/
As London Tech Week begins, new figures prepared by Dealroom and Tech Nation for the Government’s Digital Economy Council illustrate the extent to which the UK is outpacing other European countries such as Germany and France.
Public markets are hitting records, valuations are at all-time highs, and buyers are hungry for companies with the disruptive technology they need to succeed in this era of rapid change. How should technology company owners, investors and executives be thinking about M&A in today's environment? How long will this boom last?
July 13, tune in to the Tech M&A Monthly Midyear Update, for a detailed analysis of the key deals, trends and valuation metrics across all six technology sectors and 30 subsectors. Plus, an update on this year's Top 10 Disruptive Technology Trends—how have trends like AI Enablement, Visual Intelligence Systems and Connected Health driven deals this year? What’s next? What do these complex, interrelated trends mean for your company's future? Join Corum’s research and deal teams for the 2017 Midyear Global Tech M&A Update.
GP Bullhound LLP puts together its annual report on valuations, revenues and "unicorns" inside the European Union (this is the final list in which UK based companies are being counted as European!)
Black Box Thinking - The Surprising Truth About SuccessMatthew Syed
In his new book Black Box Thinking, award winning journalist and best-selling author Matthew Syed shares the surprising truth about success (and why some people never learn from their mistakes).
Covering topics including marginal gains, closed loops, blame culture, the logic of failure and creating a growth culture, Matthew uses gripping case studies, exclusive interviews and really practical takeaways to explain how you can turn failure into success.
Whether developing a new product, honing a core skill or just trying to get a critical decision right, Black Box Thinkers aren't afraid to face up to mistakes. In fact, Black Box Thinkers see failure as the very best way to learn. Rather than denying their mistakes, blaming others or attempting to spin their way out of trouble, these institutions and individuals interrogate errors as part of their future strategy for success.
This is a visual preview of Black Box Thinking. You can pick up a copy of the book at www.mathewsyed.com/blackboxthinking
SpringOwl's 99 Page Presentation On How To Best Turnaround Yahoo!Eric Jackson
On Dec. 13, 2015, SpringOwl released this 99 page presentation on why Yahoo needs substantial change from the status quo and why it would be a mistake to sell the core business now at the lows. We offer our 9 point plan for how to turn around the company and create the most amount of value with the least risk for shareholders (and employees)
The new new competition - How digital platforms change competitive strategyPlatform Revolution
The document discusses how platform competition differs from traditional competition. Platform competition occurs at three levels: between platforms, platforms and their partners, and partners within a platform's ecosystem. Platforms win by owning their ecosystem, monitoring it for valuable resources, leveraging user data, acquiring companies built on their platform, monitoring adjacent areas, and having superior technological design. Some markets become "winner-take-all" where network effects drive users to a single dominant platform. Understanding platform competition is important for both platforms and participants in their ecosystems.
If you are like many people, even the thought of delivering a speech in front of an audience will get your palms sweating. The fear of public speaking ranks high among the most common phobias, and for good reason: most of us approach the situation with the wrong mindset, which in turn makes us live out our worst fears in a public forum.
As Michael Parker notes in IT’S NOT WHAT YOU SAY: How to Sell Your Message When It Matters Most (A TarcherPerigee paperback; on sale January 2016), our fixation on the content of our words – and not the presentation of ourselves – is what brings us down. Once the Vice-Chairman of London’s Saatchi & Saatchi, and one of the world’s most experienced advertising pitch men, having made more than 1,000 pitches in his successful career, Parker has learned first-hand that an effective presentation, a job interview, or even a speech at a wedding hinges on our ability to portray ourselves as passionate, relatable, and collected. But, if we are focused on what we say, and not how we act, we will fail to persuade our audience.
Applied in the boardroom, at the pulpit, or even in conversation, these tenets will help you present better in any situation.
We’re Leaking, and Everything’s Fine: How and Why Companies Deliberately Leak...Ian McCarthy
Although the protection of secrets is often vital to the survival of organizations, at other times organizations can benefit by deliberately leaking secrets to outsiders. We explore how and why this is the case. We identify two dimensions of leaks: (1) whether the information in the leak is factual or concocted, and (2) whether leaks are conducted overtly or covertly. Using these two dimensions, we identify four types of leaks, which we term informing, dissembling, misdirecting, and provoking. We also provide a framework to help managers decide whether or not they should leak secrets.
- The gig economy as currently defined will not last long term, as tasks like ridesharing and delivery are likely to be automated. However, skilled professionals using platforms like Thumbtack to find clients will persist and proliferate.
- Technology is empowering skilled tradespeople by allowing them to connect directly with customers and run their businesses more efficiently without traditional employers. Skilled professionals are less reliant on college degrees and are building middle-class lifestyles through online skills marketplaces.
- Policymakers should support independent workers through policies that provide safety nets and make it easier for skilled professionals to succeed without full-time employment.
There is no point in drawing a distinction between the future of technology and the future of mobile. They are the same. In other words, technology is now outgrowing the tech industry.
2015 Global Innovation 1000 study: Innovation’s New World OrderPwC's Strategy&
For the 11th year running, Strategy&, PwC's strategy consulting business, analyzed the top 1,000 public companies around the world that spent the most on R&D during the last fiscal year. This year’s results paint a detailed picture of not only who’s spending the most on R&D, but also where they are spending it.
Culture Code: Creating a Company You LoveDharmesh Shah
The document discusses the importance of creating a strong culture for a startup company. It notes that while many startups don't focus on culture, leaving it to develop haphazardly, culture actually plays a crucial role in a company's success by determining the types of people it attracts and retains. The document provides tips for founders such as defining the company's mission, values, and vision of success to shape the emerging culture in a deliberate way rather than leaving it to chance. It emphasizes that culture will develop whether intentionally managed or not, so founders should focus on cultivating the type of culture they want for their growing business.
Organizations should (1) articulate clear goals for their digital storytelling, such as increasing donations or volunteer recruitment. They should (2) identify their target audiences and understand those audiences' interests and motivations. Finally, organizations should (3) set specific, measurable objectives for their storytelling, such as getting 1,000 shares of a story on social media. Developing a clear strategy is necessary to craft engaging content and reach the right people.
Sarah Tavel of Greylock Partners analyzes the unique financial pain points that young Americans are facing and explains why fintech is ripe for disruption.
29 Revenue Model Options for Industrial enterprises (curated by @arnevbalen -...Board of Innovation
How to find new ways to make money as an industrial company? Explore 29 trigger cards with different business model options and pricing tactics (Industrial enterprise version). - by Board of Innovation
This document discusses Dave McClure's investment thesis and experience in venture capital. It provides an overview of 500 Startups, including its history, strategy of making many small investments, and how it invests through its accelerator program and seed/follow-on funding. Details are given around 500's investment criteria, portfolio diversification approach, and generating deal flow through its brand and network.
The Platform Manifesto - 16 principles for digital transformationSangeet Paul Choudary
The Platform Manifesto is a collection of principles that succinctly defines how different aspects of business transform in a world of digital platforms.
The State of Sales & Marketing at the 50 Fastest-Growing B2B CompaniesMattermark
There’s a lot of information out there for sales and marketing professionals. In fact, as our friend Erik Devaney at Drift.com points out, a quick search of the term “sales and marketing advice” yields more than 90 million results on Google.
What’s more, there are tons of industry influencers who, on a regular basis, share their views on everything from content marketing and sales, to pricing and customer success. It’s a noisy conversation, and for many, a confusing one.
So, how do you make sense of it all?
By focusing on the sales and marketing efforts that actually produce results, not flash-in-the-pan engagement. But finding those results is a little challenging. That’s why we decided to put together our latest report with Drift.com, The State of Sales and Marketing at the 50 Fastest-Growing B2B Companies.
Using Mattermark data, we were able to identify the fifty high-growth companies in the U.S. and evaluate their marketing activities to understand which practices really moved the needle. In order to make the qualitative portion of our research more tangible, we evaluated each company on the list in light of how they approached content, customer communication, path to purchase, and pricing.
What we and the team at Drift.com discovered was surprising, to say the least.
by Benedict Evans. Please see this link for full description, slides, AND version with talk track: http://a16z.com/2016/12/09/mobile-is-eating-the-world-outlook-2017/
As London Tech Week begins, new figures prepared by Dealroom and Tech Nation for the Government’s Digital Economy Council illustrate the extent to which the UK is outpacing other European countries such as Germany and France.
Public markets are hitting records, valuations are at all-time highs, and buyers are hungry for companies with the disruptive technology they need to succeed in this era of rapid change. How should technology company owners, investors and executives be thinking about M&A in today's environment? How long will this boom last?
July 13, tune in to the Tech M&A Monthly Midyear Update, for a detailed analysis of the key deals, trends and valuation metrics across all six technology sectors and 30 subsectors. Plus, an update on this year's Top 10 Disruptive Technology Trends—how have trends like AI Enablement, Visual Intelligence Systems and Connected Health driven deals this year? What’s next? What do these complex, interrelated trends mean for your company's future? Join Corum’s research and deal teams for the 2017 Midyear Global Tech M&A Update.
Internet Hall of Fame: Things to Know about the World of Internet CompaniesWorld Startup Report
World Startup Report research on the biggest Internet companies across 50 countries. The insights that will make you look outside Silicon Valley and the US.
Full research at: worldstartupwiki.org
Netwealth educational webinar - Top 10 learnings from Silicon Valley fintech ...netwealthInvest
Michelle Baltazar, Director of Media at Financial Standard, shared digital trends and insights that are set to impact the financial planning industry, gained first hand from her recent tour of Silicon Valley.
Presentation given to Dutch executives with the leadership training company De Baak in Beijing on March 2009. It's our first focused on "Chinese innovation", with our soon-to-be-famous "5C" (tm) and "LABL" (tm) models of Chinese innovation and what to do with it. A few examples of mobile and Internet services are given for illustration. Explaining why we selected them and what to do with them is the core of our business.
We would like to share a report where we show the state of the tech ecosystem in Europe as of end of Q3 2018.
As described, the European tech ecosystem has continued scaling, consolidating the funding level observed in 2017.
500 Startups & US Investment Trends @ Hong Kong International Fintech Symposi...Edith Yeung
This document summarizes investment trends in 2015, including the rise of unicorns (private companies valued over $1 billion), fewer companies pursuing IPOs and instead raising large private rounds, startups disrupting banking, the decreasing costs to build software startups, and immigrant entrepreneurs driving innovation. It also lists the top 10 tech hubs and emerging areas like virtual reality, the Internet of Things, and esports. The document concludes by discussing the rise of corporate venture capital investment and an investor training program from 500 Startups.
The current global unicorn club : market map, geography, valuations, funding, most active VCs
Le club des Licornes : cartographie du marché, géographie, valorisations, financements et VCs les plus actifs.
2020 has been a challenging year. Yet, amidst the various trials, widespread digital transformation has sparked several triumphs in SaaS. For instance, UiPath made history this summer when they became the first European Cloud Decacorn. Now we’re 10 months in, the question on everyone’s lips is what’s just happened and what’s coming next? In this keynote presentation, Philippe Botteri, Partner and Varun Purandare, VP at Accel will present original findings from Accel’s 2020 Euroscape. They'll explore the biggest trends in SaaS, deep dive into COVID's impacts on the ecosystem and share the region’s top 100 cloud companies.
The document provides an overview of global listed property markets and related trends:
- Regional allocations show the US and Europe as the largest exposures for the STANLIB Global Property Fund. Sectors are diversified with retail being the largest.
- Retail rental cycles show the US lagging other markets as malls have been hardest hit due to high retail space and department store reliance per capita.
- Food is driving footfall, dwell time and spend at malls. Landlords are enhancing experiences through digital tools, amenities like charging stations, and events like Pokemon Go.
- Industrial markets have positive fundamentals with low vacancies despite high online sales growth. Logistics demand outpaces supply globally
Presentation for the "Geeks On a Plane" tour to Asia. The purpose of this presentation is to re-assess assumptions on innovation, cultural differences and arbitration opportunities. It also involves Underpants Gnomes, Mexican burritos and a gallery of deceased scientists.
Tech Nation digital scotland_2018_key_notegerardgrech
The document summarizes key findings from Tech Nation's 2018 report on the digital technology sector in the UK and Scotland. It finds that digital tech turnover and jobs increased significantly between 2016-2017 in the UK. London is a top global tech startup ecosystem, while regional hubs like Edinburgh and Cambridge are also growing rapidly. However, diversity remains a challenge as only 19% of the digital tech workforce is female. The document concludes by highlighting the growth of Scotland's £3.9 billion digital tech sector, with cities like Glasgow emerging as important meetup hubs for collaboration and innovation.
This document provides a summary of a report on global equities. It discusses several topics:
- Rising global temperatures and China's efforts to become more environmentally friendly through its "Beautiful China" initiative.
- China's increasing innovation and investments in renewable energy and infrastructure through its Belt and Road initiative.
- The impact of trade wars on corporate profits and global trade flows.
- Technological disruption across multiple industries and the growing importance of large technology companies.
- Shifting consumer behaviors among millennials and the rise of esports as an alternative to traditional televised sports.
- The portfolio manager's quality growth investment philosophy and the fund's strong risk-adjusted returns.
20130618 presentation big data in financial services EnglishPascal Spelier
This document discusses the rise of big data in financial services. It notes that 90% of the world's data today was created in the past two years alone. It also discusses trends driving big data like mobility, social media, and cloud computing. The document outlines challenges around big data like siloed data and lack of skills to analyze large datasets. It provides examples of how big data is used in applications like customer segmentation, pricing and promotions, and risk assessment. Finally, it discusses opportunities and challenges around privacy and monetizing personal data.
Can europe create_billion_dollar_tech_companies_-_the_factsPawel Chudzinski
This document provides a summary of billion-dollar ("unicorn") tech companies founded in Europe since 2000. It finds 30 such companies, compared to 39 in the US over the same period. Most European unicorns are in eCommerce, founded by co-founders in their 30s, and it takes an average of 8 years to reach a liquidity event. While rare, European entrepreneurs have demonstrated the ability to build huge billion-dollar companies.
The document discusses trends related to the third industrial revolution including collaborative innovation, the sharing economy, cryptocurrencies, crowdfunding, and distributed manufacturing. It notes that these trends are challenging traditional institutions and models of value creation as knowledge becomes more distributed through open networks and platforms. Organizations will need to both explore new collaborative models and exploit opportunities in these emerging areas to remain competitive in the future.
Startups & Venture Capital in the United Kingdom: The Global Startup HubFrontline Ventures
The document discusses the startup ecosystem in the United Kingdom. It notes that the UK leads the EU in terms of $1 billion "unicorn" companies and startup funding. While UK venture capital investment dipped in 2016, possibly due to Brexit, the country remains a global technology hub and attracts significant investment from US investors. The UK also has many successful startup exits, strong university programs, supportive government policies, and a large talent pool of software developers and engineers, making it an attractive location for tech entrepreneurs and venture capital firms.
Similar to Hugh Campbell - UKBAA Northern Investment Summit presentation (20)
When listening about building new Ventures, Marketplaces ideas are something very frequent. On this session we will discuss reasons why you should stay away from it :P , by sharing real stories and misconceptions around them. If you still insist to go for it however, you will at least get an idea of the important and critical strategies to optimize for success like Product, Business Development & Marketing, Operations :)
Reflect Festival Limassol May 2024.
Michael Economou is an Entrepreneur, with Business & Technology foundations and a passion for Innovation. He is working with his team to launch a new venture – Exyde, an AI powered booking platform for Activities & Experiences, aspiring to revolutionize the way we travel and experience the world. Michael has extensive entrepreneurial experience as the co-founder of Ideas2life, AtYourService as well as Foody, an online delivery platform and one of the most prominent ventures in Cyprus’ digital landscape, acquired by Delivery Hero group in 2019. This journey & experience marks a vast expertise in building and scaling marketplaces, enhancing everyday life through technology and making meaningful impact on local communities, which is what Michael and his team are pursuing doing once more with Exyde www.goExyde.com
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years
15
years
5
years
8
years
Disruption is increasing in velocity and magnitude
5. 5
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ARAB SPRING
SOLAR POWER
ENERGY STORAGE
CLEAN WATER
CRYPTOCURRENCY
AI MANUFACTURING
The low hanging fruits
Enabled by bandwidth
Enabled by smartphones
Taking care of basic needs
Enabled by Internet of Things
Steps of technology disruption
7. 7
The increasingly crowded Unicorn club
Source: CBInsights – Private Unicorns since 2011
Date of $1bn Valuation
8. UNICORN
HUNTING PERMIT
MUST CHECK SPECIMEN FOR SLOWING GROWTH
RATES, WEAK FUNDAMENTALS, AND HIGH CASH BURNS
SEASON
START
2016
8
Unicorn hunting season – justified?
9. 9
European Unicorns make money…
Source: Company data, Capital IQ, Mergermarket, press articles, GP Bullhound analysis as at April 2016
Note: CAGR is calculated based on data available, the amount of years taken into account varies across data set; (1) % of sample, sample includes 37 of the 47
companies; (2) company profitability based of EBITDA
» Unprofitable Unicorns
sacrifice profit for growth
» Average CAGR for
unprofitable Unicorns
141% vs 49% for
profitable Unicorns
» Unprofitable companies
are on average 4 years
younger
(2)
(2)
(2)
(2)(2)
(2)
(2)
60%
of unicorns
are profitable(1)
PROFITABLE
UNICORNS
UNPROFITABLE
UNICORNS
40%
of unicorns
are unprofitable(1)
10. 10
Unicorns are being built everywhere
Source: Company data, Capital IQ, Mergermarket, press articles, GP Bullhound analysis as at April 2016
» 10 new Unicorns spread across 7 different countries; US created 30
» Denmark and Switzerland created their first Unicorn
EUROPE US
SWEDEN
LUXEMBOURG
DENMARK
SWITZERLAND
ISRAEL
GERMANY
UK
30
10
11. 11
Country
Cumulative
Value
$39.6bn $31.1bn $20.8bn $4.7bn $7.2bn $3.4bn $9.3bn $8.0bn $4.0bn $2.3bn $1.6bn $1.1bn $1.1bn $1.0bn
No. of
Unicorns
18 7 6 4 3 3 2 2 1 1 1 1 1 1
LTM
Additions
2 1 2 1 0 2 0 0 0 0 0 1 1 1
Which country is the Unicorn champ?
Source: Company data, Capital IQ, Mergermarket, press articles, GP Bullhound analysis as at April 2016
12. 12
12 $1bn tech businesses in the North
GP Bullhound Research – Northern Tech Revealed
Note: Valuation based on press estimates, most valuable defined as Northern headquartered businesses with valuations above $0.5bn as of 27 March 2017
*Indicates a private business
$8.6
$4.8
$2.4 $2.3
$1.9 $1.8
$1.5
$1.3 $1.1 $1.1 $1.0 $1.0 $0.9 $0.8 $0.8 $0.7 $0.6 $0.6 $0.5
$bn
25. Our next challenge...
Cumulative value of European unicorns ($bn)
Source: Company data, Capital IQ, Mergermarket, press articles, GP Bullhound analysis.
Note: valuations as of March 2017 25
736
408
116
63
32 31 27
Apple Facebook Europe Uber The North Airbnb Snap
27. LONDON
tel. +44 207 101 7560
52 Jermyn Street
London, SW1Y 6LX
United Kingdom
SAN FRANCISCO
tel. +1 415 986 0191
One Maritime Plaza Suite 1620
San Francisco, CA 94111
USA
STOCKHOLM
tel. +46 8 545 074 14
Birger Jarlsgatan 5
Stockholm, 111 45
Sweden
BERLIN
tel. +49 30 610 80 600
Oberwallstrasse 20
Berlin, 101 17
Germany
PARIS
tel. +33 1 82 88 43 40
45 rue de Lisbonne
75 008 Paris
France
MANCHESTER
tel. +44 161 413 5030
1 New York Street
Manchester, M1 4HD
United Kingdom
Editor's Notes
Hc
Higher bar in Europe – rev multiples 2x higher in the US versus Europe – 20x versus 40x in the US
Also growing really fast – average over 99% pa
Raising lots of money
Average revenue $265m in 2014