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Sapien Ventures Overview | 慧衍创投简介 | Dec 2018

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General overview of Sapien Ventures: a fintech / online marketplaces / blockchain focused venture capital firm with presence across Silicon Valley, Sydney, Melbourne and Shanghai.

慧衍创投机构简介:一个注重于金融科技、互联网市场平台、区块链科技的创投基金公司,在硅谷、悉尼、墨尔本、上海分别有办公室。

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Sapien Ventures Overview | 慧衍创投简介 | Dec 2018

  1. 1. 总部位于悉尼的,与中国市场有密切联系 的SIV合规科技风投公司 Sydney-based SIV compliant VC fund manager with deep connections to the China market 慧衍创投 HQ: Level 26, 1 Bligh St, Sydney NSW 2000, Australia Tel: +61 1800 766 054 | Email: hello@sapienventures.vc Web: www.sapienventures.vc Sydney | Silicon Valley | Melbourne | Shanghai | Hong Kong 悉尼|硅谷|墨尔本|上海 | 香港 Dec 2018
  2. 2. Sapien Ventures is a venture capital firm focused on fintech, online marketplaces and blockchain-related ventures. The firm has offices across Silicon Valley, Sydney, Melbourne & Shanghai. The investment team includes seasoned technology investors with decades of experience, Australian financial services top executives, and accomplished entrepreneurs from Greater China. Many has led billions of dollars of exits and/or capital raisings in the past. Sapien Ventures and founding Chairman Victor Jiang has been frequently featured in the mainstream media, including in the Wall Street Journal, Australian Financial Review, Sydney Morning Herald, The Australian, Sky Business News, Asia One-TV, etc. About Sapien Ventures 关于慧衍创投 投资管理 Investment Management 融资服务 Financing Services 资产管理 Asset Management 慧衍创投是一家创投基金公司,专注于金融科技、在线市场 平台及区块链相关的项目投资。公司在硅谷、悉尼、墨尔本 和上海均设有团队及办事处。投资团队包括经验丰富的硅谷 科技投资者,澳洲的金融行业金顶人物,及大中华地区的资 深企业家。其中一部分团队成员拥有数十年的投资经验,并 曾主导过总额数十亿美元的项目投资,并从全球资本市场筹 集过数百亿美元资金。 慧衍创投及创始人Victor蒋经常出现在澳大利亚主流媒体 上,包括《华尔街日报》、《澳洲金融时报》、《悉尼晨 锋报》、Sky 商业台、亚洲第一卫视,等等。
  3. 3. Victor Jiang is the founding Chairman of Sapien Ventures. He has worked across both ends of the corporate spectrum, having advised 35 of the Fortune 50 as well as countless startups. He currently sits on the Board of 10 technology company across USA, Australia and China, including 4 of them as Chairman. Sapien Ventures has invested in some of Australia’s most prominent technology start-up companies and is now onto its 5th Fund within three years of establishment. Victor is a serial entrepreneur, having started his first company at age 23, then worked and lived across 12 countries, in a variety of roles and industries. In 2007 he was acquired into IBM as part of an acquisition and ended up heading the Enterprise Data Management BU in IBM London. Founding another company in Australia in 2012, he took the venture to Silicon Valley and met his current business partners in Sapien Ventures, leading to its founding in 2015. 蒋阳是慧衍创投的创始人兼董事长。 他在不同规模的企业都工作过,包世 界50强,以及多数初创公司。他在跨 美国、澳洲和中国的十家科技公司任 董事,其中四家为董事长。 团队创始人 蒋阳是一个系列创始者,在23岁时就 创立了第一家公司,之后在12个不同 国家的不同行业里担任过各种职位。 2007年还在欧洲时,他所在的软件公 司被IBM收购,从而成为IBM伦敦的信 息管理部门业务高管。 2012年他在澳洲再次创业,并把公司 从澳洲搬到硅谷,在那里遇到了他现 在的合作伙伴,在2015年共同创立了 慧衍创投。 慧衍创投投资了澳洲几家最知名的科 技初创公司,并在成立三年内已开展 到第五支基金。
  4. 4. Our Team 我们的团队 Victor Jiang  Executive Chairman  Serial entrepreneur and former IT corporate executive  Worked and lived across 12 countries  Board members in 10 tech companies • Deep Silicon Valley technology investing knowhow, combined with Australian industry knowledge and Chinese market channels • Most Venture Partners and EIR advisors are serial entrepreneurs, professional investors, and/or financial institution executives • 硅谷创投专家,结合澳洲 金融行业领袖,及大中华 市场渠道和经验 • 绝大部分合伙人或顾问都 是连续创业者,或经验丰 富的投资专家,或金融科 技界的行业领袖 Sein-Way Tan  Venture Partner  Chairman and CEO of Green World City, a global organization dedicated to helping build more sustainable projects and cities worldwide Jim Fitzsimons  Venture Partner; seasoned IP and Corporate lawyer (22 year Partner at CU)  Advised patent work for Ric Richardson (who won a A$500m patent suit against Microsoft) Bernard Slede  Venture Partner  Founding MD of HP corporate VC arm  Venture Advisory to the Canadian and Belgian Governments  Serial entrepreneur Henry Li  Venture Partner; 10 years experience in investing in financial markets and alternative investments  Global tech hedge fund manager, achieve ROI > 250% in FY 2017 Robert Blair  Venture Partner; 25+ year Silicon Valley investor  Founding CMO of LSI Group (largest tech IPO until Microsoft) the its European CEO John Worton  Venture Partner  Serial entrepreneur and startup mentor  Led the international IPO of multiple tech companies, including OzEmail Ken Cao  Venture Partner  Executive President of Australia ZhongGuanCun VC&PE Investment Association  Executive Director of Austra Capital Mike Loftus  Venture Partner; serial entrepreneur and angel investor  Venture Partner at F50 Fund (fastest- growing SV VC fund in 2013-2014)  Exited 7 startups over 15 years Helen Lorigan  Venture Partner  20+ year wealth industry executive  Ex CEO of Elders Financial planning  ex Head of Channel Marketing & Wealth strategy at ANZ Nagib Kassis  EIR Advisor  GM and Head of Strategy & Transformation at Allianz Australia  Serial entrepreneur – founder & CEO of Gelpro Australia Michael Go  EIR Advisor  Head of Thomson Reuter APAC FX Markets  Ex Global COO of NAB Capital  Ex Global COO at ABN Amro Steve Austin  Venture Partner  Serial entrepreneur & Head Coach at Founders Space (rated by Forbes as #1 International Incubator in 2015)  Global keynote speaker on tech marketing & growth-hacking Grantly Mailes  Entrepreneur in Residence  Co-Founder and Executive Director of Civic Ledger  Ex CIO for the South Australian and Victorian State Government Katrina Donaghy  EIR Advisor  Co-Found and Co-CEO of Civic Ledger  Founded “Women in Blockchain”, the largest Meetup of its kind in Australia  Winner of Fintech Australia’s 2018 “Emerging Fintech Company of the Year”
  5. 5.  慧衍创投在新南威尔士(NSW)州议会 大厅举办的项目展示会  由新南威尔士州财政部长Victor Dominello 主持开幕。 Sapien Fintech Showcase July 2017, NSW  Hosted at NSW Parliament House  Opened by NSW Finance Minister, Victor Dominello — Finsia Roadshow on “Future of Finance” Oct-Nov 2016, A/NZ  Across 6 capital cities in A/NZ  Over 700 members of Finsia (financial industry association) in attendance; mostly with standing room only Right: Inaugural Australian Blockchain Summit, July 2016  Co-hosted the event along with an International pitching competition  共同承办了澳洲首届 区块链峰会,并组织 了跨国项目路演大赛  环澳纽6大都市巡回演讲  超过700位金融行业协会人士参与,每 场基本座无虚席 Left: On CCTV as part of “Australia Week in China 2016” Delegation  Featured on CCTV as part of the 2016 finance services industry delegation led by Australian PM Malcolm Turnbull  作为《澳洲中国 周2016》的金融 行业代表,被中 央电视台选择性 录播 Industry and Media Exposure 业界及媒体曝光
  6. 6. Analysis 分析篇
  7. 7. 澳洲:  全球第4大储蓄库:US$1.94万亿美元  全球第7大证劵交易所  全球第12大经济体系,同时最小人口国家之一  4大银行全部是全球20大银行  唯一过去1/4世纪保持经济持续发展的发达国家  拥有成熟金融市场、完善的监管系统 Australia: World’s 2nd largest recipient of Chinese FDI*, with +A$90bn received since 2007. $15.6bn AUD received in 2016 alone, with growth rate of 11.7%p.a. 澳大利亚:全球第二大中国对 外投资接收国, 自2007年以来 接收超过900亿澳元。光2016年 就已接收$156亿澳元,并按年 11.7%的速度增长.  4th largest wealth pool in the world, at US$2 trillion.  7th largest stock exchange in the world.  12th largest economy, with one of the smallest populations.  Each of local Big 4 banks are Top 20 largest banks in the world.  The only developed country with over quarter century of of continuous economic growth.  A mature financial market with highly-educated work force and highly-respected regulatory environment. China: Australia’s largest trade partner, source of tourists, overseas students and investor migrants.  Australia: now after Brexit and US-China trade war, the best Western investment destination for Chinese capital  中国: 澳洲最大的贸易伙伴及游客、留学生和投资移民的最大来源国  澳洲:中国资本自英国脱欧及中美贸易战之后最佳的西方投资标地 China – Australia 中国 – 澳洲 宏观趋势 澳洲市场及经济实力 Macro Trends Market Environment
  8. 8. Global Trend 全球大趋势 The number of years of tech giants’ revenue from zero to a billion dollars is rapidly decreasing 科技界巨头们从零到十亿美元业绩的年数正在急速减短 Trend One: • The commercialisation of technology is accelerating Trend Two: • Tech stars continue to create record market capitalisaion 趋势一: • 科技行业商业化效益正越来 越加速 趋势二: • 科技新星们持续创纪录的的 市值增长 Global venture capital investments in tech start-ups keep rising 全球对科技初创公司的风险投资持续白热化 Internet 1.0 Internet 2.0
  9. 9. 15 年之后区块链行业是不是也 有可能产生世界上市值最高的 5家公司? Blockchain vs Internet 区块链与互联 网对比 The Internet (v1.0) industry over 15 years since the bubble… 互联网泡沫破裂后的15年 Blockchain in 15 years? May also produce the top 5 most valuable companies in the world?
  10. 10. Why Invest in Australian Tech Startups? 为什么投资澳洲 初创科技企业 • Strong research capabilities: invented many world-first products like black box, WIFI, etc. Compared to the world’s first and second largest markets, Australia still has many successful cases of “unicorns” with world influence and global presence 对比世界第一、第二大市场,澳洲 仍有许多有世界影响力的、全球性 市场的“独角兽”(十亿级美元以 上)的成功案例 科研实力雄厚,发明黑匣子, WiFi等有世界影响力的产品 公司市值比硅谷或中国要平均“便宜”的多 澳元近期最低水平,境外投资良机! • Low valuation compared its Silicon Valley or Chinese counterparties • Australian Dollars at recent lows, perfect timing for investment
  11. 11. Strategy 策略篇
  12. 12. Our Investment Focus: • Deal flow from Silicon Valley, Australia and Greater China 跨美国硅谷、澳洲及中国的项目流 • Over 10 portfolio companies and two of them are planning for IPO 10多家已投项目,其中两个正计划在1年内澳洲上市 • Extensive enterprise network (e.g. big four) 资深企业级渠 道关系 (澳洲四大银行及最大保险行、最大投资银行) 我们专注的投资领域: • Fintech and Blockchain 金融科技和区块链 • Online Marketplaces 互联网市场平台 • Enterprise SaaS Software 企业级SaaS软件 Our Unique Channel and Deal-Flow 我们独有的渠道及项目流 Our Investment Strategy 慧衍投资策略
  13. 13. How do we identify high-growth potential companies? 我们如何辨别有潜力的高增长公司? • 需为科技领域(网络/移动/软件), 伴随可大规 模扩展的商业模式 • 需有营业收入(经过市场验证) • 需处于营收加速上升阶段 • 需有巨大的潜在目标市场 • 需有专利申请或可防御的知识产权 • 需有完全投入的团队 • 需较高的资本效率,从而产生高回报潜力 • 需强有力的市场推广方案 Our Investment Strategy 慧衍投资策略
  14. 14. 专注于颠覆性创新性科技 Strategy One 慧衍投资策略一 Focused on Disruptive Technology 金融科技 区块链技术线上市场 交易平台 Fintech BlockchainOnline Marketplaces Sapien Ventures
  15. 15. 现有营收 上升趋势 高倍增性 Revenue-generating Gain Traction Multiple Growth Potential Strategy Two 慧衍投资策略二
  16. 16. 热爱事业 创造力 执行力 可塑性 自主性 Passion Innovation Execution Coachability Initiative Strategy Three 慧衍投资策略三
  17. 17. 渠道优势 技术壁垒 专利垄断 网络效应 宽深经济护城河 Channel Advantage Technical Barrier Proprietary IP Network Effect Deep and Wide Economic MoatStrategy Four 慧衍投资策略四
  18. 18. 进入董事局,积极把控风险 Board Seat(s) for Active Governance & Risk MitigationStrategy Five 慧衍投资策略五
  19. 19. 期权池 (Vesting) 以成果论英雄 以业绩论成败 Milestone-based Outcome-oriented Strategy Six 慧衍投资策略六
  20. 20. Stage 项目阶段 Statistics 数据 % 百分比 Total Deals 考察项目总量 1500 100% Initial Screening 第一次筛选过关 300 20% DD Stage 第二次筛选进入尽调 30 2% Deals Invested 投资项目 6 0.4% Deal Screening 项目筛选 2017财年慧衍项目筛选数据 Sapien Deal Screening Statistics – FY2017
  21. 21. World’s largest angel and private investor network, with presence across 54 chapters, 26 countries, invested in over 1,100 companies 世界上最大的天使投资者网络之一,在 全球26个国家设有64个分会,迄今为止 投资超过了1100家初创企业 US-AU online consulting platform and a network of over 300 firms with 2,600 C-suite consulting experts 横跨澳洲和美国的在线咨询平台,拥有来自超过300家公司, 2600名高管级别的咨询专家 China-based online technology consulting platform, with a network of over 600 university academics and over 2,000 consulting experts 位于中国的在线科技咨询平台,拥有超过600名大学学者 和2000多位咨询专家 Australia’s largest secondary share trading and investment facilitation online platform, with an investor database of over 40,000 澳洲最大的非上市公司股权投资 和交易的平台之一,拥有超过由4 万名合格投资人组成的投资网络 Platform Resources 平台资源 Partners 合作伙伴 Our Resources & Partners 平台资源及合作 伙伴
  22. 22. When Invested 投资年份 Entry Value 进入市值 Current Value 现市值 ROI 回报率 May 2016 $4.5 million $30 million 6.6x Aug 2016 $82 million $250 million 3x Returns from our earliest investments 最早所投项目之回报 Other Portfolio Companies 其他现持项目 Our Portfolio Investments 部分已投项目
  23. 23. Case Study 1 投资案例一 Sapien’s First Investment 慧衍第一笔投资 Averaged investor return within first 12 months: 462% - 1169% 前12个月投资者平均回报: 462% - 1169% (收益免税) Time 时间 Share Price 股价 May 2016 $3.77 Oct 2016 $1.67 Oct 2017 $21.20
  24. 24. Averaged investor return within first 12 months: 150% 前12个月投资者平均回报: 150% (收益免税) Time 时间 Share Price 股价 Aug 2016 $303 Dec 2017 $758 Case Study 2 投资案例二 Sapien’s Second Investment 慧衍第二笔投资
  25. 25. 慧衍创投 Victor Jiang 蒋阳 Founder & MD 创始人兼管理董事 victor@sapienventures.vc www.sapienventures.vc Sydney | Silicon Valley | Melbourne | Shanghai | Hong Kong 悉尼|硅谷|墨尔本|上海 | 香港

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