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Seventure VC CLuB 16.07.2014

Seventure VC CLuB 16.07.2014. VC I n vesting: . Know about all the deals . VC I n vesting: . Know about all the deals Pick the best ones. EASY?. Succefully VC I n vestment: . Know about all the deals Pick the best ones Make them grow. Succefully VC I n vestment: .

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Seventure VC CLuB 16.07.2014

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  1. Seventure VC CLuB16.07.2014

  2. VC Investing: Know about all the deals

  3. VC Investing: Knowaboutall thedealsPick thebestones EASY?

  4. Succefully VC Investment: Knowaboutall thedealsPick thebestones Makethemgrow

  5. Succefully VC Investment: Knowaboutall thedealsPick thebestone Makethemgrow Sell them high! EASY?

  6. Succefully VC Investment: Knowaboutall thedealsPick thebestones Makethemgrow Sell them high! Return yourfund 2-3 times EASY?

  7. Big New Financing

  8. What is the Winning Strategy ? • The Silicon Valley approach • 1-2 winners (10-30x) • 3-4 cash cows (2-4x) • 4-5 baggers (0-0,5x) What Deals are required for this…

  9. What is the Winning Strategy ? • The Silicon Valley approach • Multi billion $ market • Scalable business model • (revenue €100m plus) • Ground breaking technology/idea • Exit in 5-7 years May ways may be successful

  10. Market Size Statistic in 2012 41 500 fund raising projects 189 investments in VC (€ 520 m) Around 50% of investments stem from foreign funds with at least one office in Germany 71% of funded companies generates < € 10 m revenue

  11. Recent Exits in Germany 2013/2014 Germany has become a Top Destination for M&A

  12. What is the Winning Strategy ? • Maybe other approaches work? • Technology vs. Business Model (Risk assessment)? • Seed vs. mid vs. Late? • Reference to PE Funds? May ways may be successful

  13. This is OUr Winning Strategy ! Stick towhatyouknow

  14. This is OUr Winning Strategy ! Stick towhatyouknow Choosetherightstage (risk/reward)

  15. This is OUr Winning Strategy ! Stick towhatyouknow Choosetherightstage (risk/reward) Take NO risk!

  16. This is OUr Winning Strategy ! Stick towhatyouknow Choosetherightstage (risk/reward) Take NO risk! NO teamrisk

  17. This is OUr Winning Strategy ! Stick towhatyouknow Choosetherightstage (risk/reward) Take NO risk! NO teamrisk NO marketrisk (sizeandexistence!)

  18. This is OUr Winning Strategy ! Stick towhatyouknow Choosetherightstage (risk/reward) Take NO risk! NO teamrisk NO marketrisk (sizeandexistence!) NO technologyrisk

  19. This is OUr Winning Strategy ! Stick towhatyouknow Choosetherightstage (risk/reward) Take NO risk! NO teamrisk NO marketrisk (sizeandexistence!) NO technologyrisk Find thecategoryleader (national or international)

  20. This is OUr Winning Strategy ! Stick to what you know Choose the right stage (risk/reward) Take NO risk! NO team risk NO market risk (size and existence!) NO technology risk Find the category leader (national or international) Make sure that ALL the KPIs tell you that his can scale!

  21. Investing at the Right Stage Early & Mid Stage Provides for Best Risk Return Ratio

  22. SEventure Investment focus SaaS Internet b to b Innovative Services First mover with proven business model > 1m in Revenue Profitable growth Our investments A high customer recurrence High scalability Sizable market and barrier to Entry Leading Internet AND SaaS Business model Expertise Looking for Category Leaders: Strong focus on underlying key performance indicators:

  23. Showcase: A return of 4x with an IRR of 140% was realized Tradoria… is a B2B shop solution for small and mid size retailers added more than 3000 retailers to platform and tripled in revenue during investment holding period was introduced to us by Du Mont Seventure… invested in December 2009 introduced Tradoria to Rakuten managed the entire M&A process sold to Rakuten in June 2011 (after 18 months)

  24. Thank you Contact Tel: +49 89 87 80 68 6-14 Fax: +49 89 87 80 68 6 99  Mobil: +49 172 81 24 673 Mail: wolfgang.krause@seventure-vc.com Internet: www.seventure.de Seventure PartnersMaximilianstraβe 36 80539 München Germany Munich Pacific Development GmbHAmtsgericht München, Germany Geschäftsführer: Dr. Wolfgang Krause, VAT ID: DE213507781, HR 136141

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