THE CONNECTED PROSUMERDIGITAL REVOLUTION & IMPACT ON M&A - A VENTURE CAPITAL PERSPECTIVE -

MARTIJN HAMANN

VAN DEN ENDE & DEITMERSPowered by passion.

Albumprinter Central Point

Paylogic Unamic Hyves

Vista Print Greenfield

SFX Xerox TMG

Yesterday Today

Spil Games Metrixlab

Unruly Media Eyeworks Adconion

Tomorrow

Ecommerce Edtech

Digital Media & Marketing Enterprise Services

Mobile

VAN DEN ENDE & DEITMERS

SOFTWARE EATING THE WORLD

IN MEDIA INDUSTRY: TRADITIONAL DIGITALVS.

DEFENCE INDUSTRY

TECHNOLOGICAL SHIFT

THERE ARE 50X MORE INTERNET USERS TODAY

(35% OF WORLD POPULATION)

ONLINE SPEEDS ARE OVER 120X FASTER

TIRED?

WE'VE ONLY JUST BEGUNWE’VE ONLY JUST BEGUN

GOOGLE’S TOP SEARCH ADVERTISERS

ECONOMICAL SHIFTC

ASH

AB

SOR

BE

D

PRODUCT DEVELOPMENT

BUSINESS DEVELOPMENT

CORPORATE DEVELOPMENT

$5m

$500k

$50k $5k

1995 2005 2010 2013

Technology Drivers

Open Source

Cloud + AWS

Developers Start Companies

99% reduction

ENTREPRENEURS NEED LESS CAPITAL TO START A COMPANY

CAPITAL SOURCES FOR LATE-STAGE PRIVATE COMPANIES

UP DRAMATICALLY

TRADITIONAL PUBLIC

INVESTORS • HEDGE FUNDS

• MUTUAL FUNDS

MOVING EARLIER

TRADITIONAL VC INVESTORS

• GROWTH FUNDS

• OPPORTUNITY FUNDS

MOVING LATER

CORPORATE VC ENTRANTS • GOOGLE

• RAKUTEN •ALIBABA

NEW

TECH IPO PIPELINEANNUAL DEAL VOLUME & INVESTMENT ($B)

Source: Upfront Ventures Survey data 19#

Important or very important when choosing a VC

34%

47%

49%

52%

60%

67%

68%

70%

70%

87%

87%

Location

Name / firm achievement

Access to portfolio network

Transparency (blog or public voice / opinion)

Recruiting support

Ability to help with access to customers

M&A support

Ability to attract other VCs

Ability to help with marketing your company

Industry experience / thought leadership

Operational experience

Less Important

V.O.C. MENTALITY?

@martijnha martijn@endeit.com +31653726743