Venture Capital Trends
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Transcript of Venture Capital Trends
Index Ventures
Venture Capital Trends Presentation to European IT Summit, Reims
March 6th, 2014
Mar$n Mignot @mar&nmignot
Index Ventures!
Agenda
2
1. A few words about Index 2. The coming of age of European Tech 3. What are we seeing?
A few words about Index
Index Ventures!
One Mission
Help European entrepreneurs build global leaders
4
Index Ventures!
One Team
Geneva, London, San Francisco
5
Index Ventures!
200 Companies
Enterprise + Consumer
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Index Ventures!
2 (not so) Secret Weapons
+
7
The coming of age of European tech
Index Ventures!
BUILD SELL RUN FUND
No Better Times To Be An Entrepreneur
9
Index Ventures!
Exceptional Scale / Incredible Speed
Source: King F1 Filing
10
Index Ventures!
Europe Has Got What It Takes
Infrastructure Education
Capital Consumers
EXITS?
11
Index Ventures!
And Unicorns Are Multiplying
12
What are we seeing?
Index Ventures!
Three Waves Of Disruption
IT users are consumers too
Bitcoin is revolutionizing finance
The 3 Ps of mobile transformation: Penetration, Performance, Polymorphism
14
Index Ventures!
Welcome To A 100% Mobile World
15
Index Ventures!
Software Is Eating Up The World
Core of the digital economy
(6% GDP)
1 Sectors being digitalized (12% GDP)
2
Sectors leveraging technology (60% GDP)
3 Sectors still untouched (22% GDP)
4
Numbers from 2009!
16
Index Ventures!
Software Is Getting Smarter
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Index Ventures!
The Future Is Now
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Index Ventures!
And It Is Everywhere
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Index Ventures!
Three Waves Of Disruption
IT users are consumers too
Bitcoin is revolutionizing finance
The 3 Ps of mobile transformation: Penetration, Performance, Polymorphism
20
Index Ventures!
There Are No “Corporate” Users
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Index Ventures!
The Great Unbundling Of Legacy Software
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Index Ventures!
Planet Of The APIs
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Index Ventures!
New World => New Threats => New Opportunities
July 2013 | $2.7bn Jan 2014 | $1.5bn Jan 2014 | $1bn
IPO Nov 2013 | +66% IPO Jul 2012 | +33% IPO Apr 2012 | +200%
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Index Ventures!
Three Waves Of Disruption
IT users are consumers too
Bitcoin is revolutionizing finance
The 3 Ps of mobile transformation: Penetration, Performance, Polymorphism
25
Index Ventures!
Store Of Value
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Index Ventures!
Mean Of Exchange
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Index Ventures!
Payment Protocol
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Index Ventures!
Supercomputer
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Index Ventures!
Political Force
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Index Ventures!
My Dad Tried To Buy Bitcoins…
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Index Ventures!
Take-aways
We have never been busier…
Technology doesn’t know geography and Europe is well positioned
Large exits are multiplying, which will strengthen the ecosystem
Software is eating up the world
We believe crypto currencies will revolutionize finance
32
Thank you