Transmedia Capital Summary

Seed stage venture fund investing in new technologies that impact the traditional media and entertainment industries March 2009

The Landscape ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],A Rapidly Changing Landscape Traditional media and entertainment industries are witnessing unprecedented levels of change that will:

[object Object],[object Object],Why Online Media and Entertainment Distribution Monetization Content

Investment Thesis Disruption of traditional media & entertainment Industries Evolution of traditional venture capital economics New realities for online media start-ups Transmedia Capital

[object Object],[object Object],The Decline of Traditional Media The Music Industry decline over 25% since 2000 Source: Rolling Stone Magazine

[object Object],[object Object],[object Object],The Decline of Traditional Media Q4 2008 newspaper revenues $1Billion less than same quarter previous year, and lowest since 1996

[object Object],[object Object],[object Object],The Decline of Traditional Media ,[object Object],[object Object],Source: Nielsen Media Research

[object Object],[object Object],[object Object],[object Object],[object Object],While Online Growth Surges Source: Yankee Group Online advertising market expected to double in 5 years $50.1B predicted by 2012 *

Online Advertising Growth in $Billions Source: pwc/iab

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],New Reality for Startups * Center for Venture Research Time and cost to Develop-Launch-Grow-Exit shrinking fast

[object Object],[object Object],[object Object],[object Object],[object Object],Current VC Dilemma * Center for Venture Research ,[object Object]

The Venture Capital Gap $3M - $10M $10K - $100K $100K - $3M Year 1 Year 2 Year 3 Friends & Family Traditional Venture Capital Transmedia Capital

[object Object],[object Object],[object Object],[object Object],Media Markets Continue to Grow Online media & marketing services set record acquisition volume

Record Acquisition Activity Continues, even in the Face of Global Financial Crisis

Disruption Creates Opportunity Sampling of the 834 Acquisitions in 2007, all online media start-ups 3 AOL Feed module distribution 7x $3.5M $25M Sphere 1 Electronic Arts MMO social networking site 10x $3M $30M Rupture 5 Hearst Matchmaking, social networking 10x $1M $10M eCrush 1 Conde Nast Social News 100x $100K $10M Reddit 1 Yahoo Video creation 10x $1M $10M Jumpcut 1 Yahoo User data acquisition and tracking 10x $1M $10M MyBlogLog 2 Yahoo Website discovery 50x $1.5M $75M Stumbleupon 3 Google RSS feed subscription and distribution 12x $8M $100M Feedburner 4 Fox Personal media hosting 22x $13.5M $300M Photobucket 3 Cox Vertical Ad network 11x $27M $300M Adify Yrs Acquirer Value Prop ROI Raised Deal Company Average ROI = 24x Avg. Total Funding = $6M Avg. Time to Exit = 2.4 years

Investment Themes Video On Demand Social Commerce Media Affinity Ad Models Vertical ad networks Product engagement Advanced web analytics Place shifting New Current Youtube, Sling Media, Tivo Netflix, Joost, Facebook Craigslist, Digg, Glam Last.fm, iTunes, MySpace Legacy TV Film Print Music

[object Object],[object Object],[object Object],[object Object],[object Object],Unique Venture Partner Structure Sampling of Venture Partner current or previous company affiliations: Venture Partners provide Mentor Capital to each and every portfolio company

Fund Allocation Strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Seed Stage Investment Level $150K-$1M Pre-Money $2.5M-$6M Stage Partial team, Alpha product Volume 8-10 per year Growth Investment level $1M-$3M Pre-Money $30M - $100M+ Stage Major growth, rapid adoption amongst customers, revenue trajectory Volume 1-3 per year Follow-On Investment Level $400K - $2.5M Pre-Money $8M- $20M Stage Live product, customers, initial revenues Volume 4-6 per year

[object Object],[object Object],[object Object],[object Object],[object Object],Why Transmedia Abundant exit opportunities over next 5 years

Transmedia Capital Summary

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Transmedia Capital Summary