oasis investment fund - מעלה · prior to co-founding oasis investment fund, mr. berger served...

Oasis Investment Fund: Company Confidential | 1

Oasis Investment Fund

October 2008


OASIS: Our Vision

To Develop the Negev by Investing in

Sustainable Business Opportunities


Our Mission: To Bring the Centre to the Negev

�Unique Resources

�National Priority

�Capital

�Competences

& Motivation

Focus

Experience

Connections

Skills

Unique Value Creation Potential


The Negev

• 2/3 of the area of Israel

• Less than 8% of its population

• 14% unemployment

• 4.5% negative immigration

• Unexploited assets


Developing the Negev –

a National Essential and Urgent Strategic Need

• A more balanced spread of essential

assets towards the Negev will

strengthen Israel

• Israel should leverage under-utilized

natural resources existing in the Negev

• Developing the Negev will create a

healthier national distribution

• Creating sustainable business

opportunities in the Negev will mitigate

economic and social gaps


Social Venturing is an Ideal Instrument to Start

Developing the Negev

Social Venturing

Philanthropy

Small business loans

Government incentives /

subsidies

Private Equity

Financial Return

SocialReturn


Social Venturing: A Practical Solution…Lack of economic activity

Negative migration of “strong” population

Influx of low socio-economicpopulation.

Poor integration

of new immigrants

Social Problems

Under

Investment

SocialVenturing

Entrepreneurship andnew economic activity

Community Development

Positive migration of “strong” population

Attractive job

Opportunities

Social Prosperity

Sustainable

Business

Opportunities

Building Sustainable Business Opportunities in the Negev can turn the Cycle of Economic and Social Deterioration.


Social Venturing: A Global Trend

� United States: Rapid Growth

– 1990s: Less than 10 funds.

– 2007: More than 80 funds.

� Value of Assets

– Over $1 billion in assets.More than 2.5 times the amountin 2000.


The Right Time to Invest in the Negev

� Government decision to build new

training bases in “ir Habadim”

� Technological bases to be moved

to Omer and Beer Sheva

� Expected influx of professional

army personnel and spouses

� 17,500 students at Ben-Gurion

University (300% increase in less

than 10 years)

� Approx. 170 Master and Phd

students at Sde Boker institute

� Sapir Academy

� Clean-Tech / Green-tech

� Agricultural / Food Crisis

Local Initiatives

� “Import” of experienced heads of

regional councils

� Local festivals

� New housing projects

� Industrial Parks

Infrastructure

� Toll road (No. 6) now reaches

Qiryat Gat, soon close to Beer Sheva

� New railway to Beer Sheva and Dimona

� New train stations planned

Government Support

� Special Ministry for Negev and Galil

� Key issue for newly elected President

� Existing Government policy

� Approved government budgetsTransfer of IDF Bases

Academic Successes

Relevant Global

Trends


Leveraging Unique Negev Resources

BEER SHEVA

MIZPE RAMON

DIMONA

YERUHAMNITZANA

SDE BOKER

EILAT

High-Tech Industry� Ben-Gurion University

� Transfer of IDF Bases

Dead Sea Minerals & Chemicals

Traditional Industry

Eco-Tourism

Solar Energy Initiatives

DesertAgriculture

Water Industry

Rotem Industries


Balanced Portfolio of Investment Areas

High

Return

Low

Low Risk High

Solar Energy

Technology

Start-ups

Early Stage

Water

Technologies

Smart

Agriculture

Traditional

Industries

Eco-

Tourism

Small scale solar energy power plants


Investment Strategy

� Social Impact: A Prerequisite– Creation of jobs, local

economic growth, economic overflow.

– Measured by job supply, increase in Negev based revenues, and growth in new businesses

� Negev Based Businesses, Leveraging unique Negev Resources– Accessibility of land

– Large underground saline water reservoir

– Availability of specialty workforce (e.g. IDF retirees)

– Large number of lower wage unemployed, labor force

– Desert landscape and history

– Government subsidies/tax breaks

– Leading academic institutes and highly skilled entrepreneurs

– Sun (intensity and angle)


Investment Strategy

� Compelling Business Proposition– Clear business objectives– Existing strong management

team or ability of Oasis to bring one

– Potential to deliver attractive returns

� 70-80% Existing businesses; 20-30% pre-seed / seed

� Hands-on Approach– Seeking board position

by principals or mentors– Impact through active

involvement management and mentors

� Significant Minority Stake – 15-40% until exit

– Ability to influence management

� Preferred Lead or Co-lead Investor – Syndication with strategic

& financial investors

� Israeli and foreign

� Corporates, Private Equity firms and VCs


Professional Management Team

Mr. Soesman has a solid track record in large scale Merger & Acquisition activities. Prior to joining Oasis, Gideon acted as Senior Director for global M&A activities at Royal Philips Electronics, where he lead acquisitions of > $ 1.5B and where he was responsible for corporate business development and venturing activities in Israel. Gideon holds a B.A. in Economics from the Hebrew University, Jerusalem and an M.A. in Business Administration, Boston University / Ben Gurion University of the Negev. He immigrated from the Netherlands to Israel in 1990.

Gideon Soesman: Co-Founder & Managing Partner

Prior to co-founding Oasis Investment Fund, Mr. Berger served as a partner at Gemini Venture Capital Funds II, III and IV, one of Israel’s largest and most prominent funds. During his 10 year tenure, Lior managed significant deal flow and investment portfolios, performed hands-on involvement in portfolio companies, and served as a Director on the boards of several companies. Lior holds a B.Sc in Electrical Engineering, Technion. Lior and an MBA from INSEAD, France.

Lior Berger: Co-Founder & Partner

Mr. Gadot is an established entrepreneur with proven senior management experience. Ronen has served as CEO at two medical startup companies, acted as Executive Vice President of SHL Telemedicine, and also held the position of Director of Business Development and Venturing at Philips Electronics. Ronen began his career at US based Silicon Valley companies. Ronen is a pilot in the Israel Air Force and holds a B.Sc. in Industrial Engineering, and an MBA from INSEAD

Ronen Gadot: Co-Founder & Partner

Mrs. Shachar brings in her broad experience from senior operational and managerial positions. Before joining Oasis, Shelly served as VP Sales & Marketing at Mafil Ltd., a leading supplier of printing solutions. Prior to Mafil, she managed “Faconnable”, a men's wear brand in Israel. Shelly holds an L.L.B degree in law and a BA in business from the interdisciplinary center. She is currently finalizing the Kellogg- Recanati international executive MBA program at the Tel Aviv University.

Shelly Shachar: Principal


Expert Advisory Board

Avraham (Baiga) Shohat

• Former Minister of Finance, • Former Minister of National Infrastructures• Former MK and chairman of finance and

economic committees• Founder and former Mayor of Arad

Dr. Orna Berry

• Former Israel Chief Scientist• Chairperson of IVA• Venture Partner at Gemini Israel Funds• Established entrepreneur and CEO

of several successful companies

Prof. Yaakov Neeman

• Former Minister of Finance• Former Minister of Justice• Founder & managing partner of leading

Israeli law firm Herzog, Fox, Neeman

Oasis is supported by industry-expert mentors, each with successful hands-on business experience in relevant investment fields. These mentors will actively coach the portfolio companies

Itsik Danziger

• Former president of Comverse Technology Group (CMVT, Nasdaq)

• Active board member of Israeli Venture Network (IVN)

• Former member of the National Task Force for the Advancement of Education in Israel.


Key Success Factors

� Strong, professional and independent Team

– Principals; Advisory board; Industry-expert mentors

� Experience & Motivation

– Proven track record

– Highly motivated to generate Social Change

� Well Positioned Regional Focus

– Access to best opportunities in Negev, at low entrance price

– No competition

– Well Positioned to link Negev to financial markets and strategicpartners in Tel Aviv and abroad

� Consistent & Focused Investment Strategy

� Right Size

� Good Vintage – no debt – “real” and “new” economy and preparing exits in time for market turn-around

oasis investment fund - מעלה · prior to co-founding oasis investment fund, mr. berger served...

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