why venture capitalists invest in the app economy t-ventures deutsche telekom

17
Startup Galore … … why VCs invest in the App Economy. Thomas Grota, Investment Director TVenture (Deutsche Telekom) @thomasgr Blog: thomasgr.tumblr.com

Upload: thomas-grota

Post on 02-Dec-2014

464 views

Category:

Economy & Finance


1 download

DESCRIPTION

An overview why venture capitalist are investing in startup companies in the app economy segments. Giving advise what topics are relevant for investors and founders. Showing examples of successful companies and investment history.

TRANSCRIPT

Page 1: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

1

         Startup  Galore  …                        …  why  VCs  invest  in  the  App  Economy.  

   Thomas  Grota,  Investment  Director  T-­‐Venture  (Deutsche  Telekom)                                                                                                    @thomasgr          Blog:  thomasgr.tumblr.com        

Page 2: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

My  current  porIolio  and  areas  of  VC  experMse:  

Mobile  Internet,  Big  Data  &  Cloud  based  PlaIorms    

Thomas Grota – Investment Director T-Venture Holding GmbH – @thomasgr

E  X  I  T  S  

Page 3: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

3

   It  looks  like  the  HYPE  is  over..  

Page 4: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

...  But  the  revenues  are  sMll  HUGE  for  App  providers.  

Page 5: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

5

However  the  focus  is  outside  Europe  for  the  future  !  

Page 6: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

6

   So..  How  can  I  become  a  successful  App  Provider?  

Page 7: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

To be successful offer great Value to Customers

7

To  be  successful  offer  great  VALUE  to  Customers  

Page 8: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

Usability is KEY for an APP – nothing beats Ease of Use

8

USABILITY  is  Key  for  an  App,  nothing  beats  Ease  of  Use  

Page 9: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

Great Technology is not in the APP – its Part of the Platform

9

Great  TECHNOLOGY  is  an  APIs  as  part  of  the  PlaIorm  

Page 10: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

Snowden gave as the Opportunity to Become Big in Security

10 There  is  the  Opportunity  to  Become  Big  in  SECURITY…  

Page 11: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

11

 So  what  should  I  do  as  App  Developer  when  talking  to  Investors  /  Business  Angels  /  VCs  ?  

Page 12: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

12

   When  taking  investors  on  Board,  let  them  pay  with:  connecMon,  operaMons,  biz  dev,  sales,  markeMng...    

Page 13: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

13

   Don’t  burn  MONEY  in  App  PromoMon…  

Page 14: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

Seek smart partnerships for reach and trust

14      Seek  smart  partnerships  for  reach  and  trust  

Page 15: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

15

..  ENJOY  THE  RIDE  BEING  AN  APP  DEVELOPER!    

Page 16: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

Selected  successful  exits  of  T-­‐Venture  

E-Commerce solution 1998: IPO

@motion Wireless internet access

2000: trade sale to Openwave (formerly: phone.com)

Web conference provider

2000: IPO

Internet payment services 2010: trade sale to Deutsche Telekom

Online Flight Search and Bookings 2010: trade sale to KAYAK

Optical Networking Applications 2010: trade sale to Cisco

Fabless Semiconductors 2010: trade sale to Broadcom

Real-Time Collaboration Software 2011: trade sale to Citrix

Search Portal for Discount Offers of Local Retailers

2011: trade sale to Axel Springer

Wireless Access Technology 2012: trade sale to Ericsson

"On-Demand" E-Commerce 2012: IPO

Wireless Systems for Home Networks 2012: IPO

Security Solution for Mobile Enterprise Devices

2012: trade sale to Rapid7

Mass calling service 2002: trade sale to Deutsche Telekom

Femtocell Technology 2013: trade sale to Cisco

Customer experience management solution. 2009: trade sale to Tektronix

Communications Mobile messaging solutions

2008: trade sale to Nokia Web based calling company

2010: trade sale to Telefonica End-to-end wireless internet solution

2008: trade sale to Microsoft

E-Commerce 2006: shares sold to

Holtzbrinck + Weltbild Multimedia core solutions

2007: IPO

Core networking infrastructure provider. 2008: trade sale to

Nokia Siemens Networks

Social P2P media networking platform 2006: trade sale to

Sony Pictures Entertainment

M-commerce infrastructure solution

2006: trade sale to Amdocs

Mobile broadband 2005: trade sale to

QUALCOMM

Transit application 2013: trade sale to Apple

Multi-platform productivity solution 2013: trade sale to Sequoia

Mobile advertising 2014: trade sale to Opera Software

to be announced soon… to be announced soon…

Page 17: Why Venture Capitalists invest in the app economy   T-Ventures Deutsche Telekom

T-­‐Venture  PorIolio  contains  currently  90  companies.    

Thomas Grota – Investment Director T-Venture Holding GmbH – @thomasgr