slides from my "VC 101" presentation @ 500 Startups Demo Day for Batch13 (Aug 2015, Mt View, CA)

1. 500 Startups
VC101 Education
Aug 11, 2015

2. #500STRONG
• Team of 75 people, 15 countries, 20+ languages
• $190M under management with $130M deployed
• 1200 companies across all funds
• >300 companies started outside the US
• >300 companies with women co-founders
• >150 companies with women CEOs
• Companies have raised $3B+ in additional capital

3. #500FUNDS
Fund I
Jul 2010
$29M
Fund II
Apr 2012
$45M
Fund III
Oct 2013
$85M
Mexico
May 2013
$3M
Mobile
Nov 2014
$10M
SE Asia
Feb 2014
$10M
Korea
May 2015
$15M
Thailand
Jul 2015
$10M
FI Annex
Jan 2013
$4M

4. 3 Unicorns
>$1B in Value
25+ Centaurs
>$100M in Value
250 - 300 Ponies
>$10M in Value
#500STABLE

5. #500UNICORNS
TWILIO GRAB TAXICREDIT KARMA

6. #500CENTAURS
Barkbox
Intercom
Ipsy
Life360
Peertransfer
Plangrid
Remind
Sendgrid
Smule
Sprig
Makerbot ($400M)
Wildfire ($350M)
Viki ($200M)
Behance ($150M)
Simple ($117M)
Sunrise (100M)
StyleSeat
TalkDesk
The RealReal
Tradesy
Udemy
Virool
VivaReal
Vungle
WePay
Womply
EXITS
+ MOAR COMING

7. #500TEAM (75 people)
500 TEAM % #
Investment 28% 21
Operations 25% 19
Accelerator 21% 16
Distro/ Growth 17% 13
Mktg / Events 8% 6
TOTAL 100% 75
Gender % #
Male 57% 43
Female 43% 32
Geo % #
USA 65% 49
INTL 35% 26

8. #500DISTRO
• Distro Team: in-house
growth team - 13 people
• Distro Program : London,
Miami, Taipei, Dubai, KL,
Hong Kong + MOAR.
• WMD.co: conference on
growth mktg & distribution

9. #500SyFy
Bazillion Dollar Club
http://www.syfy.com/BazillionDollarClub
@BazillionSyfy
Debuts Sep 22nd 2015 on

10. #500SyFy

12. (Portfolio)
SIZE MATTERS

13. Q: Chances of unicorn in avg VC portfolio of 15-40 companies?/
a) 1%
b) 2%
c) 5%
d) 10%
e) ZERO

14. Chances of spotting unicorn = Industry Avg = ~1%
(after min 5 yrs)/

15. /
http://bit.ly/99VCProblems

16. If portfolio size = 15 companies/

17. / If portfolio size = 30 companies

18. / If portfolio size = 100 companies

19. / Optimal portfolio size
a) 20 – 30 (NO guarantee of ANY Unicorns)
b) 50 – 100 (SOME Centaurs, MAYBE 1 Unicorn)
c) 200 – 500 (MANY Centaurs, SEVERAL Unicorns)

20. #500VCs
2-Week Investor Course with
500 Startups and Stanford
(FIRST CLASS- MAY 2015 – DONE!)
• Education program for angels, micro VCs, corporates and family
offices who want to learn the Silicon Valley playbook
• 35 Students, 50% female - India, Vietnam, Germany, Pakistan,
Iceland, Brazil, Malaysia, South Korea, UAE, Russia, Taiwan, Jamaica

21. #500VCs
How to build investment thesis
Meet REAL startup founders and
conduct selection
Connection with Silicon Valley
investors and mentors
Legal docs: cap table and
standard terms
How to generate deal flow Trends and relevant area of
investments

22. #500VCs
Feb 8th - Feb 19th
@ Stanford + 500
Sign up:
http://500.vc