digital revolution impact on m&a - september 2014
TRANSCRIPT
THE CONNECTEDPROSUMERDIGITAL REVOLUTION & IMPACT ON M&A- A VENTURE CAPITAL PERSPECTIVE
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MARTIJNHAMANN
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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
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SOFTWARE EATS THE WORLD
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IN MEDIA INDUSTRY:
TRADITIONAL DIGITALVS.
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DEFENCE INDUSTRY
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TECHNOLOGICAL SHIFT
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THERE ARE 50X MOREINTERNET USERS TODAY
(35% OF WORLD POPULATION)
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ONLINESPEEDSARE OVER120X FASTER
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TIRED?
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WE'VE ONLY JUST BEGUNWE’VE ONLY JUST BEGUN
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GOOGLE’S TOPSEARCH ADVERTISERS
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ECONOMICAL SHIFTC
ASH
AB
SOR
BE
D
PRODUCTDEVELOPMENT
BUSINESSDEVELOPMENT
CORPORATEDEVELOPMENT
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$5m
$500k
$50k $5k
1995 2005 2010 2013
Technology Drivers
Open Source
Cloud + AWS
Developers Start Companies
99% reduction
ENTREPRENEURS NEED LESS CAPITAL TO START A COMPANY
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CAPITAL SOURCES FORLATE-STAGE PRIVATE COMPANIES
UP DRAMATICALLY
TRADITIONALPUBLIC
INVESTORS• HEDGE FUNDS
• MUTUAL FUNDS
MOVINGEARLIER
TRADITIONALVC INVESTORS
• GROWTH FUNDS
• OPPORTUNITY FUNDS
MOVINGLATER
CORPORATE VC ENTRANTS• GOOGLE
• RAKUTEN•ALIBABA
NEW
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TECH IPO PIPELINEANNUAL DEAL VOLUME & INVESTMENT ($B)
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V.O.C. MENTALITY?
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