2. Background
• Incubated inside Vulcan Capital, July - December 2007
• First patents filed and spun out in May 2008
• Launched private beta in September 2008
• Currently an engineering team of 10 located in Seattle, WA
• Closed $6.75M Series A in May 2008, led by Foundry Group
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3. Management Team
• T.A. McCann – Founder and CEO
– EIR at Vulcan
– Group Manager, M ic r o s o f t E x c h a n g e and Mobile Services Delivery Platform (SDP)
– Founder, CEO or President of H e lp S h a r e , J u m p 2 G o , M O D S y s t e m s
– America’s Cup winner, Around-the-World Sailor, World Champion and proven team builder
• Steve Newman – CTO
– CTO of Im a g e n e t (data extraction and transformation, acquired by People Support for
$24M…)
– VP of engineering at In f o s p a c e (platform and mobile)
– VP of engineering at G o 2 N e t (acquired by Infospace)
• Board and Advisors include;
– Board – Steve Hall (Vulcan), T.A. McCann (CEO)
– Advisor - Greg Lauckhart – QL2, AdRe le vance and Ne tb ot (search)
– Advisor – Kendall Kunz – CEO of Explore Cons ulting (CRM, sales), Aris , Oracle
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5. A plan for innovation….
A “smart inbox” would;
• A g g r e g a t e from multiple locations and feeds
• O r g a n iz e my data “auto-magically” into dynamic groups
• P r io r it iz e who is most important and drive action
• S e a r c h a n d “ p i v o t ” around my data, fast
• In t e g r a t e with existing solutions (e.g. Outlook and Twitter)
• M o b il e and w e b a c c e s s …
And be connected to the “implicit web”;
• Personal info about my contacts (contact info, photo..)
• News or blog updates (content a b o u t them)
• Personal feeds (e.g. blogs, twitter…) (content b y them)
• A derived social graph and related people
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7. Person detail – everything I need in one place
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8. Outlook – bringing Gist data where our users live
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9. iPhone – all my data in the palm of my hand
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10. A valuable target customer
• Business professional
• Places high value of relationships (>8/10)
• Has significant % of relationships outside company
• Uses technology to gain information advantage
• Trained to pay monthly service fees
– Blackberry/iPhone
– Salesforce.com
– LinkedIn Pro
– Zoom Info/Hoovers
• Roles include (execs, sales, recruiter, biz dev, VC, PR,
journalists, lawyers…)
• Influencer of others on small teams
• Often fits in GTD category as well
• Technical, early but not bleeding edge adopter
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12. Summary
• Strong, experienced team with leading investors
• Demonstrated efficient use of capital and fast progress
• Focused business model and value proposition
• Great initial traction and product momentum
• Revolutionary AND evolutionary approach
• Large problem space with lots of options
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14. A very large market opportunity
Companies leading the (r)evolution
Google = inbox + “news” (news and ads)
Facebook = social network + inbox
Personal Web content
Twitter = “inbox” + social network
Communications (news + UGC)
Social networks
A very big market
LinkedIn ~35M subscribers, projected revenue of $75-150M, $1B valuation
Salesforce ~1.2M subscribers, $600M in revenue and $3B market cap
RIM/Blackberry ~14M subscribers, $6B in revenue and $25B market cap
Exchange/Outlook ~120-400M subscribers, $4-6B in revenue
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