2. Fast facts about
Ernst & Young LLP
Well-known facts:
► Been around a while: since 1849
(including predecessors)
► Global: 150,000+ people in
140+ countries
► Premiere Big4 accounting firm
Little-known facts:
► Entrepreneur of the Year for 25 years & Winning Women Entrepreneurs for 4 years
► Heavily involved with emerging economy entrepreneurs: Endeavor Entrepreneur,
EO/GSEA, EY Fellows Program, other support
► Google (NASD: GOOG) become a client @ 5 employees, still a client
01 December 2011 Page 1 Empowering mHealth gazelles
3. E&Y’s gazelle preserve
80%
of top-20 IPOs since
…and a host of high-caliber, fast- 2007 are E&Y Clients
growing businesses Source: E&Y LLP analysis, November 2011.
Top 20 IPOs in range Jan 1, 2007 – Sep 22, 2011.
► We empower gazelles for success
► How?
► By superserving the client with advisory, tax, audit,
transaction & other services. Try us – we’ll surprise you.
01 December 2011 Page 2 Empowering mHealth gazelles
4. Nurturing and empowering
the gazelle: a case study
revenue $35.8bn TTM
$ bn
IPO
$0.35bn $3.2bn
$0.0002bn
Not to scale
time
1999 2002 2004 2011
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5. Tracking gazelles in the wild
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6. How do you find the next
innovative market leaders? (origination 101)
► If you know the answer, email ► March of the 10,000
JohnD@kpcb.com
5-year aggregate KPI’s
► Volume, engagement, filters
Raw
► Volume: Kiss a lot of frogs leads 10,000
► Engagement: Superserve the
market before they’re clients,
increase as you filter
Qualified
► Filters: VC-style criteria leads 1,000
Pursuits 100
► Apply best practices
Clients 30
10 market leaders
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7. Gazelle hunting: cast a wide net
(even non-clients end up benefiting, plus adding value to clients)
EYecosystem
EY stealth project #1
coming 1Q 2012
EYclient
EY stealth project #2
coming 1Q 2012
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8. Gazelles in healthcare innovation
[a more refined
target]
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9. Spotting the footprints…
health innovation trend watch
Trends A few specific focus areas
► Outcomes-based medicine ► Revenue innovations
► Utilization incentive Outcome incentive
► Decentralization of POC ► Subscription medicine
► Consumerization of healthcare
► Tech: better, faster, cheaper
► Concierge medicine ► Sujoy Guha’s 10 minute, $10 vasectomy
► Desktop gene sequencing
► Consolidation of providers
► Business model innovations
► Making Big Data useful
► Frequently mHealth-enabled
► Global connectivity ► Integrated health systems like McKesson
and Essence Healthcare
► Global virality…not in a good way
► Disruptive technologies
► Disruptive business models
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10. 3 cool /ideas in mHealth
(a “fantasy baseball” VC portfolio)
Does not represent an official endorsement or investment recommendation by Ernst & Young LLP.
Solely a personal opinion of what David Shrier finds interesting this month.
Caveat Emptor.
Ernst & Young LLP may have financial, business or other relationships with one or more of these companies.
Connecting patients Connecting patients Connecting all
and doctors and payers HCPs
► Notice a common theme…?
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11. On a personal note…my big sister also
speaking about mHealth in December
► Next week’s national mHealth conference, Washington DC
► Harvard’s Center on Media and Child Health (CMCH)
www.CMCH.tv
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