peel investment seminar...peel investment seminar 29 august 2019. welcome dr ian martinus. growing...
TRANSCRIPT
![Page 1: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/1.jpg)
Peel Investment Seminar29 August 2019
![Page 2: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/2.jpg)
WELCOMEDr Ian Martinus
![Page 3: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/3.jpg)
Growing Australia’s Cybersecurity SectorThe Vertical as a Horizontal
@AustCyber | wacyberhub.org
![Page 4: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/4.jpg)
AustCyber supports the development of a vibrant and globally competitive Australian cyber security sector that enhances Australia's future economic growth
CC CI BD
![Page 5: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/5.jpg)
The ThinkingGrow Australian ecosystem• National network of cyber security innovation nodes,
with local capability strengths• National infrastructure for incubation, acceleration
and export capability• GovPitch and Sky’s the Limit• Proof of concept (PoC) and procurement disruption
Export capabilities• Access expertise to build repeatable models for
scaled service delivery• Trade delegations and missions to targeted, high
value markets• Cyber security specific cohorts in Austrade Landing
Pads - San Francisco & Singapore
DocsSector Competitiveness Plan 2018
Industry Roadmap
www.austcyber.com | @AustCyber
Education flow• Attract and retain best & brightest technical and non
technical talent to cyber security to service industry• TAFEcyber (Cert IV & Adv. Diploma) and pathways
to university and entry level/transition jobs• National program of cyber security challenges
(CTF/B-Sides)
![Page 6: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/6.jpg)
Fortescue Future of Mobility CentreProject 412 Living Lab
• March 2019 announcement FMG• Mobility-as-a-Service (MaaS)• Autonomous Trucks, Autonomous EV• Smart Cities (infrastructure impact, IDS)• Personal Identification, Facial Recognition• Similar to Smart Rider (tag on/tag off)• Traffic Signalling• Drone Monitoring & Surveillance• Force regulatory reform• Aim – produce consumable product
![Page 7: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/7.jpg)
Cyber & Student Flow
Dr. Michelle Ellis (ECU)
Intro to Cyber Challenges (students and teachers)After-school cyber clubASD Cyber ExperienceInfoSec Workshops – for parentsCyber Challenges – PicoCTF
Consumers avoid buying insurance, security devices and applying practical security (psychological) – e.g. Pilbara Scaffolding Business ($250,000 cheque)
![Page 8: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/8.jpg)
![Page 9: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/9.jpg)
![Page 10: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/10.jpg)
![Page 11: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/11.jpg)
![Page 12: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/12.jpg)
Dr Ian MartinusWA AustCyber Innovation HubDirectorJoondalup Innovation HubEdith Cowan University [email protected]
![Page 13: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/13.jpg)
INTRODUCTION TO PEELPaddi Creevey OAM
![Page 14: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/14.jpg)
Katie Bawden - DPIRDENTREPRENEURSHIP & INVESTMENT
![Page 15: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/15.jpg)
Disclaimer
NOT ME
![Page 17: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/17.jpg)
•Part 1 – Role of entrepreneurs in innovation and economic development
•Part 2 – Financing entrepreneurs and innovation
Overview
![Page 18: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/18.jpg)
“The general consensus…is that the driving force behind long-term economic growth is science,
technology and innovation in its different forms and facets” (OECD, 2011).
Importance of innovation
![Page 19: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/19.jpg)
“The general consensus…is that the driving force behind long-term economic growth is science,
technology and innovation in its different forms and facets” (OECD, 2011).
Importance of innovation
85%
![Page 20: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/20.jpg)
Start-ups create over half of new innovations
Start-ups
![Page 21: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/21.jpg)
Startups create over half of new innovations
Startups
But, they also fail … a lot!
![Page 22: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/22.jpg)
Gazelles
![Page 23: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/23.jpg)
Gazelles 6% of business community
50% of all new jobs
Create over 80% of regional jobs
(OECD, 2014)AKA: Scale ups/ high growth firms
![Page 24: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/24.jpg)
Gazelles are not…
![Page 25: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/25.jpg)
What we do know
• Innovation drives economic growth• Start ups are the most innovative• Around 80-90% of Start ups fail• Only 6% of firms become gazelles• Gazelles are typically young businesses
![Page 26: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/26.jpg)
• By 2025, 75% workforce will be millennials
• Only 2% jobs come from “hunting” outside region
• 40% of US GDP is by firms that didn’t exist 15 yrs ago and 50% will be replaced in 10 years
• Average age of firms in S&P is shrinking• 1965 - 33 yrs; 1990 - 20 yrs; 2026 - 14 yrs est.
What else do we know?
![Page 27: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/27.jpg)
The Pipeline – How do we create it?
![Page 28: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/28.jpg)
Part 2 - Financing Entrepreneurs & Innovation
![Page 29: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/29.jpg)
Investment Asset Classes
Fixed IncomeEquityCash Infrastructure
& Real estate Commodities
Liquidity & power to buy
anything
Ownership into a business
Lending money to someone
Ownership of a physical asset or
space
Ownership of goods which
has an end use
Liquid fundsSavings accountGrants
Start-up fundsVenture capitalM&AShares/stockEquity REITs
Fixed depositsBondsInsuranceMortgage REITs
Commercial property and buildingsRoadspower supplies
Wheat,OilSilver/goldGasIron Ore
![Page 30: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/30.jpg)
Investment Asset Classes
Fixed IncomeEquityCash Infrastructure
& Real estate Commodities
Liquidity & power to buy
anything
Ownership into a business
Lending money to someone
Ownership of a physical asset or
space
Ownership of goods which
has an end use
Liquid fundsSavings accountGrants
Start-up fundsVenture capitalM&AShares/stockEquity REITs
Fixed depositsBondsInsuranceMortgage REITs
Commercial property and buildingsRoadspower supplies
Wheat,OilSilver/goldGasIron Ore
![Page 31: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/31.jpg)
Investment Asset Classes
Fixed IncomeEquityCash Infrastructure
& Real estate Commodities
Liquidity & power to buy
anything
Ownership into a business
Lending money to someone
Ownership of a physical asset or
space
Ownership of goods which
has an end use
Liquid fundsSavings accountGrants
Start-up fundsVenture capitalM&AShares/stockEquity REITs
Fixed depositsBondsInsuranceMortgage REITs
Commercial property and buildingsRoadspower supplies
Wheat,OilSilver/goldGasIron Ore
![Page 32: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/32.jpg)
Tangible vs Intangible Asset
![Page 33: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/33.jpg)
Tangible vs Intangible AssetsTangible Assets Intangible Assets
Cash Patents & copyright
Plants & Machinery R&D & skills
Vehicles Brand value
Buildings Software
Stock Business processes & knowledge
Equipment Customer data
Computers Goodwill
![Page 34: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/34.jpg)
Properties of intangibles- the four “S”s 1. Sunk costs - investment cannot be recovered 2. Scalable – fixed investment e.g. in Uber software, can be
scaled 3. Spillovers – knowledge investment can be used by others 4. Synergies – investment synergies ie. most valuable when
linked with other capital
Four Ss
![Page 35: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/35.jpg)
$20M
$5M
$25K
$2M
IPO /M&A
STARTUP EARLY GROWTH SUSTAINED GROWTHSEED
High Risk
Low Risk
Startup Investment Spectrum
Angel Investors
Venture Capital
Private Equity
Seed
![Page 36: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/36.jpg)
• An individual• Under $1M investment• No control or subsequent
funding rounds• Relatively simple terms for
investment• Pre revenue - very high risk
investment
Angel Investment vs Venture Capital• A company• $1M+ investment• Lengthy due diligence process• Requires board seat & company
control• Revenue stream proven but
profitability not assured –comparatively less risky
![Page 37: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/37.jpg)
Exit strategies
Liquidation Bankruptcy
![Page 38: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/38.jpg)
Why this type of capital is important
![Page 39: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/39.jpg)
Status Quo
“The reality is that Australia’s venture capital sector is still far too small for a country with bold ambitions to be an innovation-leader.” Yasser El-ansary CEO, AVCAL
![Page 40: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/40.jpg)
Thank you!
![Page 41: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/41.jpg)
CASE STUDY 1Asher Vukelic - South West Angels
![Page 42: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/42.jpg)
![Page 43: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/43.jpg)
CASE STUDY 2Kylie Hansen - Impact Seed
![Page 44: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/44.jpg)
![Page 45: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/45.jpg)
45
Impact Investment:An introduction
![Page 46: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/46.jpg)
46
Impact Investment
Traditional Investments (may include DNH)
Low Impact, Low Financial Return
Generally the realm of philanthropy
Impact Investment
Financial return
Impact (social return)
Low
High
High
Impact first funders
Financial first funders
Term deposit
BHP shares
Grants – i.e. Lotterywest
![Page 47: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/47.jpg)
47
The convergence of NFP and FP
Donor Dependent
NFP
NFP with Income
Activities
FP Social Enterprise
NFP Social Enterprise
Socially Responsible
Business
Traditional Business
Journey for NFPs Journey for business
![Page 48: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/48.jpg)
48
Impact Investment:State of the market – internationally, nationally, locally
![Page 49: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/49.jpg)
49
![Page 50: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/50.jpg)
50
State of the market nationally
77%
14%
8%
1% 0% Fixed income ($914m)
Private equity and debt($161m)
Property and infrastructure($93m)
Social impact bonds ($17m)
Other real assets ($3m)
Impact Investing Australia, Benchmarking Impact Report 2016
![Page 51: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/51.jpg)
51
State of the market in WA
$300M• Lotterywest grants
$4B• State government procurement spend
$4B• Cash at bank for WA-HQ NFPs
$100B• Resources sector (impact in remote and regional areas) :: Aboriginal
communities
$1.3B• South West Native Title settlements: Aboriginal procurement and businesses
$8.5B• Agricultural sector: potential for regenerative agriculture
$15B• WA’s energy grid: 100% govt owned through trading enterprises managing
assets / world’s largest lithium resources / clean energy ‘innovation sandpit’
![Page 52: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/52.jpg)
52
![Page 53: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/53.jpg)
53
Impact Investment:Types of Impact Investment
![Page 54: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/54.jpg)
54
Goodstart
• Collapse of ABC Learning• Arguably Aus’s largest Social
Enterprise • 73,000 Children• 60,000 Families• 13,000 Staff• 633 ELCs: 130 in disadvantaged areas
• NFP (so, debt only)• $95M raised in 2008
By 2014 Goodstart ran an operating surplus of $40M and $43M of debt was repaid
![Page 55: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/55.jpg)
55
STREAT Limited (PCLG, charity, DGR, PBI)50% shareholding
Investor shareholders50% shareholding
Investor shareholdersSTREAT Enterprises P/L
(F-P company)
Cafe
Roasting business
Cafe
$300k debt to acquire
![Page 56: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/56.jpg)
56
Social Impact Bond - Newpin
INVESTMENT:
FINANCIAL RETURN:
SOCIAL RETURN:$7M
Based on restoration –3-15% PA
Restorations that last >12mths
Role of:- Deloitte- NSW Children's Court
![Page 57: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/57.jpg)
57
Blended Finance
Source: thebclab.com (note – American)
![Page 58: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/58.jpg)
58
About Impact Seed:What we’re interested in
![Page 59: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/59.jpg)
59
About Impact Seed
WA’s only dedicated capacity builder for impact investment and social enterprise development.
Building market supply and demand for impact investment with not-for-profits, social entrepreneurs, government,
corporates, foundations and family offices.
![Page 60: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/60.jpg)
‘valley of death’
Grants/Self-funding/
FFF
Venture funding landscape and gaps in WA
Ideation Pilots/Validation Post validation Growth Sustainability/ROI
$’K500-20M
100-500
50-100
0-50K
Seed Funds / Foundations /
Impact-first Investors
Grants / Accelerators / Angel
& Seed investors
Financial Institutions /
Private Equity /Finance-first
investors
break-even spectrum
WA Impact Fund
![Page 61: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/61.jpg)
Community Development
Community Services
Government
Taxes & Rates
Business
Economic Development
Traditionally… Could we…
Govt & Basic Services
Taxes & Rates
Cooperatives, Networks & Businesses
Community Services Local & Circular Economies
Needs and Desires
Local Communities
Drivers: Jobs & Growthto deliver: company profits and tax revenue;
to fund: community services
Drivers: Belonging & Purposeto inspire: community-centred thinking
to recreate: local economies, integrating social inclusion and connection
![Page 62: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/62.jpg)
![Page 63: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/63.jpg)
CASE STUDY 3Tash Ayers – AgriStart Pty Ltd
![Page 64: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/64.jpg)
![Page 65: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/65.jpg)
“$100 billion industry by 2030”“connectivity”“traceability”“value-add”
What’s new about innovation in agriculture???
Agtech investment hype…
![Page 66: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/66.jpg)
So why don’t we have a $100 billion industry yet???
![Page 67: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/67.jpg)
Mic Fels @ipaddockapps Apr 21To every agency that wants to ask why adoption of Precision Ag is so slow. Its because the nerds who develop it think this is acceptable. When will they realise farms don’t have an IT department
![Page 68: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/68.jpg)
From pretty maps to “decision agriculture”
![Page 69: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/69.jpg)
Farmers, Agri-Corporates, Industry bodies
![Page 70: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/70.jpg)
Validator bootcamps (Creative Corner), CONNECT workshops
CONNECTHubs
HARVEST SME SURGE(EIR)
Innovation Ecosystem
![Page 71: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/71.jpg)
Short-term, ‘accelerate’ the growth of an existing company
HARVEST Accelerator Programs
30 Innovative WA businesses completed
>50 expert guest speakers and mentors
>500 attendees across the sector at HARVEST networking events
![Page 72: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/72.jpg)
HARVEST Business Model: PartnershipsFree for cohort and no equity
![Page 73: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/73.jpg)
Program Outcomes: Alumni
• New customers and major supply agreements• New partners, mergers• Capital investment• Grant funding• Media exposure• Awards e.g. Agriculture and Aquaculture
Entrepreneurship, Export Market, 40/40, evokeAg, • Guest speaker invites at events• Accepted into national programs e.g. SproutX and
Rocketseeder• International exposure e.g. Austrade landing pads
![Page 74: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/74.jpg)
Longer-term, ‘incubating’ innovative ideas, building business
![Page 75: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/75.jpg)
Incubator Overview
2 day business bootcamp6 months access to co-working spaceMonthly business masterclasses Mentoring with business expertsRegional showcase event and local
pitch night
![Page 76: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/76.jpg)
ConnectionsContactsCulture
Confidence
76
![Page 77: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/77.jpg)
77FIND BY POSTCODE
![Page 78: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/78.jpg)
78
![Page 79: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/79.jpg)
Agriculture Investment Opportunities
![Page 80: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/80.jpg)
![Page 81: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/81.jpg)
1. UVP: Solve problems that need solving…2. Economies of scale3. Market Potential
![Page 82: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/82.jpg)
What makes AGRICULTURE different to other sectors?
People.
![Page 83: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/83.jpg)
![Page 84: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/84.jpg)
CASE STUDY 4Roban-Lynne Clarke - AusIndustry
![Page 85: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/85.jpg)
AusIndustry – Support for BusinessDepartment of Industry, Innovation and Science
Regional Manager Southern WA
Roban-Lynne Clarke 0429 689 665 [email protected]
![Page 86: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/86.jpg)
PANEL Q&AFacilitated by Ian Martinus
![Page 87: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/87.jpg)
CLOSINGPaddi Creevey OAM
![Page 88: Peel Investment Seminar...Peel Investment Seminar 29 August 2019. WELCOME Dr Ian Martinus. Growing Australia’s Cybersecurity Sector The Vertical as a Horizontal ... • Guest speaker](https://reader036.vdocuments.mx/reader036/viewer/2022070816/5f0f62f17e708231d443e77d/html5/thumbnails/88.jpg)
NETWORKING!Please enjoy drinks & canapes