Venture Capital project, in the context of this course we explore venture capital as a social science. Meaning, that it consists of thought leaders, supporters, visionaries and far more than just money. Your assignment is to follow 3 venture capital firms that invest in a technology area you are interested. Within each venture firm, follow 1 portfolio company.

1. Ultra-Tech
Connor Organ
Britton Troth
Dave Gorley
Liz Conese
Eddie Johnson

2. Introduction
• Our group chose the IT industry and have identified
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specific portfolio companies based on our realization
that the products and services they provide are tools
that fulfill the needs of our daily lives.
The world of IT is relatively young but is developing at
an exponential rate. Therefore, it is important that we
have the resources to properly utilize the technology
that is afforded to us.

3. Overview
• Industry: Information Technology
• Emerging Trends:
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Mobile Use: Increase of 63% in two years
Big Data
• Why? → Constantly evolving; always
unanswered questions in the IT market

4. Hypothesis
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People want quick, easy, and personalized results
VC Firms look to invest in companies that provide services
to develop these results, and reach consumer needs
We believe we have identified three portfolio
companies that each play a significant role in
understanding and solving these needs through
their effective provision of innovative technology.

5. AudioMicro
• AudioMicro makes the process of integrating media (such as stock music
and sound effects) into projects a simple and inexpensive task
o Ideal for building creative, professionally sounding projects
• Library consists of nearly 300,000 sound effects, and over 65,000 royaltyfree music selections from popular artists
• This year, AudioMicro was named the second fastest growing media
company by Inc. Magazine
• Their uploaded tracks and effects can be heard on popular stations such
as CBS and the Discovery Channel
• They have also been used in hit films such as Braveheart, The Bourne
Ultimatum, and Inglorious Bastards

6. DFJ-Frontier Ventures
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Early Stage on the West Coast
Offices in: L.A, Portland, Sacramento, and Santa Barbara.
DFJ Frontier Fund II (55 million)
Typically invests $100,000 to $1,000,000 initially
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Predixion Software (2013), Janrain (2013), Netpulse. (2012), Big Frame. (2012),
Mogreet (2012), Swink.tv. (2012), Seismic Games. (2012), MomentFeed. (2011),
Super Heat Games (2011), GameSalad (2011), Zadspace (2011), AudioMicro
(2011), Unsubscribe.com (2010), and SynapSense (2010)
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Part Of DFJ Network
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Global--33 different cities
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150 Partners

7. Pentaho
• Analyzes big data of all
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types into basic, userfriendly programs
1,500 commercial
customers in over 185
countries
Layman’s terms for
business statistics

8. Index Ventures
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15 Partners; 40+ employees
$3.2B in Investments
Focuses in IT and Life Sciences
Headquartered in Geneva
Offices in San Francisco, London, and Jersey
Participate in Seed and Growth Stage Startups
Well-known portfolio companies:
o SoundCloud
o Dropbox
o Last.fm
o MySQL

9. Appcelerator
• Create, deliver and analyze
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mobile applications
Offices worldwide and 519,293
registered developers
Repeatable and Scalable
o Titanium
o Bait & Hook

10. Sierra Ventures
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Silicon Valley based
Experience and Expertise in Management
Largest CIO (Chief Info. Officer) advisory board in the industry
$1.5 billion of capital under management
Typically invests between $2 million to $25 million
Notable Investments include:
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Novariant ($40M), ZoomSystems ($35M), Ooyala ($22M), Verari Systems ($20M),
MakeMyTrip.com

11. Discussion
• Supporting
o
o
The future of big data in everyday life
Growth of mobile usage worldwide
• Refute
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Big data and mobile usage negatively impacts our
society through breach of privacy and liberty

12. Takeaway
• Big data and Mobile Usage are continually
•
•
increasing
Our VC firms and their Portfolio Companies
are answering new unmet needs
Answering unmet needs will consequently
unveil future needs that are not yet fulfilled

13. Works Cited:
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Aaker, Jennifer Lynn, Andy Smith, and Carlye Adler. "Introduction." The dragonfly effect: quick, effective, and powerful ways to use social
media to drive social change. San Francisco: Jossey-Bass, 2010. xx. Print.
Blank, Steven G., and Bob Dorf. The startup owner's manual the step-by-step guide for building a great company. Pescadero, Calif.: K&S
Ranch, Inc., 2012. Print.
http://investing.businessweek.com/research/stocks/private/snapshot.asp?privcapId=91996
http://www.Appcelerator.com
http://www.crunchbase.com/company/appcelerator#ixzz2j9fB5LgU
http://www.crunchbase.com/company/pentaho
http://www.crunchbase.com/company/pentaho#ixzz2jAumA5ae
http://www.crunchbase.com/financial-organization/dfj-frontier
http://www.crunchbase.com/financial-organization/index-ventures
http://www.dfjfrontier.com/index.shtml
http://www.dfjfrontier.com/news1.shtml
http://www.forbes.com/lists/midas/2012/danny-rimer.html
http://www.indexventures.com/approach
http://www.indexventures.com/blog/index/post/603
http://www.indexventures.com/index.php/team/index/profile_id/1#profile_id_1
http://www.innoventsolutions.com/pentaho-review.html#impressions
http://www.marketwired.com/press-release/Pentaho-Announces-Record-Growth-Adds-400-New-Customers-1379923.htm

14. Works Cited (Cont.)
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http://www.pewinternet.org/Press-Releases/2012/The-Future-of-Big-Data.aspx
http://www.pewinternet.org/Reports/2013/Cell-Internet.aspx
http://www.sierraventures.com/
http://www.socaltech.com/interview_with_scott_lenet_dfj_frontier/s-0021286.html
http://www.venturedeal.com/VentureCapitalFirmProfiles/DFJ%20Frontier.aspx
https://niihka.miamioh.edu/access/content/attachment/65b27eaa-eeb2-464c-884a-85eb83d2abcf/Assignments/d0ee23e7a456-4cac-a764-9b250d6f5c24/The%20New%20Science%20Behind%20Medical%20Investing%20-%20Barrons%2010-19-2013.pdf
Osterwalder, Alexander, Yves Pigneur, and Tim Clark. Business model generation: a handbook for visionaries, game changers, and
challengers. Hoboken, NJ: Wiley, 2010. Print.