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Funds_20191011
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masaya
October 11, 2019
Research
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Funds_20191011
masaya
October 11, 2019
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Transcript
CaT vol.8 ϚʔέςΟϯάͷळʂ LT2 Fundsձһొ1ສਓಥഁ·ͰͷϚʔέςΟϯάࣄྫ גࣜձࣾΫϥυϙʔτ ޙ౻ ক
© @crowdport.inc ΞτϥΠϯ ɾࣗݾհ/ࣾհ ɾ࣌എܠͳͲ ɾFundsͱ ɾձһ1ສਓಥഁ·Ͱͷي ɾ͜Ε͔ΒͷαʔϏεల։
© @crowdport.inc ࣗݾհ • ޙ౻কʢΰτϚαϠʣ • 27ࡀɺळాݝೳࢢग़ • גࣜձࣾΫϥυϙʔτ ϚʔέςΟϯά
• ͍ΘΏΔຊۀͰɺීஈ౦ژ • גࣜձࣾϗϫΠτγʔυ ϚʔέςΟϯά • ळాͷاۀͷࣄɺجຊΦϯϥΠϯ ҎԼܦྺ • 2011 ೳۀߴֶߍଔۀ • 2012 ळాݝཱେֶ ܦӦγεςϜֶՊೖֶ • 2016 ळాݝཱେֶେֶӃ ٳֶɾ্ژ • גࣜձࣾCAMPFIRE Πϯλʔϯɾೖࣾɾୀ৬ • גࣜձࣾΰϩʔ Πϯλʔϯ • גࣜձࣾΫϥυϙʔτ Πϯλʔϯ • ळాݝཱେֶେֶӃ தୀ • ಉࣾʹೖࣾ
© @crowdport.inc ࣗݾհ • ळాͷચंɺຏ͖ɺίʔσΟϯάઐళ • Youtubeνϟϯωϧొऀ2ສਓ • ECαΠτपΓͷϚʔέςΟϯά •
ame projectʢΞϝʣ • ౦ژݍͰळాʹؔΘΓ͋ΔਓΛܨ͙ॴ࡞Γ • ΠϕϯτΠϯλϏϡʔͳͲΛల։த
© @crowdport.inc ࣾհ ߸ɹɹɹɹגࣜձࣾΫϥυϙʔτ ຊࣾɹɹɹɹ౦ژߓ۠ຑ3-2-1 ୢϏϧ7F දऔకɹ౻ా༤Ұ ઃཱɹɹɹɹ201611݄1 ࢿຊۚɹɹɹ518,005ઍԁ ొɹɹɹɹؔ౦ࡒہʢۚʣୈ3103߸
גओɹɹɹɹB Dash Ventures ɹɹɹɹɹɹҏ౻ςΫϊϩδʔϕϯνϟʔζ ɹɹɹɹɹɹάϩʔόϧɾϒϨΠϯ ɹɹɹɹɹɹҏ౻ࣄɹɹɹɹ ɹɹɹɹɹɹSV-FINTECH Fundɹɹɹɹ ɹɹɹɹɹɹΈͣ΄Ωϟϐλϧ ɹɹɹɹɹɹAG Ωϟϐλϧ ɹɹɹɹɹɹࡾඛUFJΩϟϐλϧͳͲɻ 2019 Summer IVS Launch Pad ༏উ 2019 MUFGΞΫηϥϨʔλ ϓϩάϥϜ४༏উ ຊॳ*ͷିϑΝϯυͷΦϯϥΠϯϚʔέοτ ʮFunds(ϑΝϯζ)ʯͷӡӦΛ͍ͯ͠·͢ɻ * ӡӦاۀ͕ࣗݾืूΛߦΘͣɺॳظඅ༻γεςϜྉΛ औΒͳ͍શϚʔέοτϓϨΠεܕࠃॳ ɾ20191݄ϦϦʔε ɾࢿ࢈ӡ༻ܥαʔϏεʢFinTechʣ ɾۙ7ԯԁࢿۚௐୡɺຊώϧζԣʹҠస
© @crowdport.inc ࣌എܠͳͲ ߴྸऀͱݱੈͷൺ͕͓Αͦ1ର1ʹͳΔະདྷ͕༧͞ΕΔ ࢿ࢈ӡ༻ͷ͕͍ͬͯͳ͍ 䇗 䇗 䇗 냕룻縖 杯䏔┩♏
杯䏔┩♏כ䇗ꄋ礡┩♏ס奂曍 52.2% 51.5% 51.6% 51.8% 51.6% 29.4% 29.3% 28.9% 28.5% 28.4% 15.8% 16.1% 16.2% 16.3% 16.9% 2.5% 2.9% 3.1% 3.2% 3.0% 0% 50% 100% 0 0 0 0 0 3 1 0 2 ㎁⫂ס⠕☔ꄋ踄鞲榤⫂錌
© @crowdport.inc ࣌എܠͳͲ ʮࢿۚෆʯʮԿΛΕྑ͍͔͔Βͳ͍ʯͱ͍͏ཧ༝Ͱࢿ࢈ӡ༻ʹ ରͯ͠ೋͷΛ౿Ήਓ͕ଟ͍ 鞲榤鷞榫םַ杼榺 ⛣ ױכױזג鞲ꄋֿםַ־ ⛣ 鞲ꄋֿ峎סֿ㫂ד־
⛣ ⛰ףַַ־־םַ ⛣ 荇չⲰ䍚םׄףםםַ 3
© @crowdport.inc ࣌എܠͳͲ طଘͷۚ༥ɺ ͍͠ݱੈʹͱͬͯϋʔυϧ͕ߴ͍ɻ ٬劔䌋䤷鞲 ٬'9 ٬䤷鞲⟓鋔 ٬┘Ⳃ榤䤷鞲 ٬炘⥍
٬注㕙מ⡁Ⳃ׀ֵֿ畘杼ס䣆ꝴ ֿ־־ ٬Ⲱ䍚ֿ䑒釐 ٬鞲ꄋꄈֿ䑒釐 ٬⠕☔⺸ׄסꉽ凵ֿ㵼םׂ 鞙ֻ侇מ鞙ֻׄךעםַ දతͳࢿ࢈ӡ༻ ՝
© @crowdport.inc ࣌എܠͳͲ ςΫϊϩδʔͷීٴʹΑͬͯɺ͜͜Ͱࢿ࢈ӡ༻ʹมԽ͕ɻ ΤΫΠςΟࢿͷڥଟ༷Խ͞Ε͖ͯͨͷͷɺ σοτࢿͷબࢶ͍·ͩʹগͳ͍ɻ ٍٞؓغ ٍٞؓغ ط٭ُ䤷鞲 تٌُ錞⯈
鞚♀㑔$' ┘Ⳃ榤$' םל םל ৽͍͠ΤΫΠςΟࢿ ৽͍͠σοτࢿ
© @crowdport.inc Fundsͱ εϥΠυඇެ։
© @crowdport.inc Fundsͱ ͻͱͭͷޱ࠲Ͱ༷ʑͳςʔϚͷିϑΝϯυʹ ࢄࢿͰ͖ΔϚʔέοτϓϨΠεͷαʔϏε 䤷鞲㳃 ㎁⫂┘Ⳃ榤 ◄哅縖鞚♀ نؒؠذٛ٤ء ُؕؠٞ
نؒؕػ٤ت ٛ٭ت ؠٚؗغ َ٭ع 䣽縖 نؒ٤غ磝䡗♿哅 ⠺䣆♿哅 鞲ꄋ✳鵍 ⭳鞲 鞚♀ نؒ٤غ 鞚♀ 鞚♀ 鞚♀ 鞚♀ نؒ٤غ نؒ٤غ نؒ٤غ نؒ٤غ ⭳鞲 ⭳鞲 ⭳鞲 ⭳鞲
© @crowdport.inc ձһ1ສਓಥഁ·Ͱͷي
© @crowdport.inc ձһ1ສਓಥഁ·Ͱͷي • 201812݄ɿୈೋछۚ༥औҾۀ ొྃ • 20191݄ɿFundsϦϦʔεɺهऀձݟ࣮ࢪ • 20192ɺ3ɺ4ɺ5݄ɿෆಈ࢈ؔ࿈ϑΝϯυΛத৺ʹืू
• 20196݄ɿநબػೳΛՃɺձһొྃ1ສਓಥഁ
© @crowdport.inc 201812݄ɿୈೋछۚ༥औҾۀ ొྃ • ۀքͷ՝1ɿିઌ͕Θ͔Βͳ͍ • ۀքͷ՝2ɿࣄۀऀͷߦॲ͕૬͙࣍
© @crowdport.inc ۀքͷ՝1ɿିઌ͕Θ͔Βͳ͍Λղফ ϑΝϯυاۀ্اۀੑ͕ ظ͞ΕΔFinTechاۀ ؿ٤ف٤ؠ ┘Ⳃ榤 'JO5FDI ٬典錞◅鼧┕㕙♿哅 ٬ُ٤ب٘٤هٚ٤غ
ր9&#&$ة٭يشؠց סꝧ氦 ٬典錞┉鼧┕㕙♿哅 ٬㎁⫂㛻䣆ؿ٤ف٤ؠ ٬؛٤ٚؕ٤ٝ٤ظؔ٤ء ٬┉鼧┕㕙♿哅յ7$ֿ劔╚ ٬4UBSUVQTםל־ 稀갮⧠⫃鐧鷼 نؒ٤غ磝䡗♿哅ע-&/%: 'VOEJOH劔䌋⚡炘ךն ٬典錞ُا٭ث┕㕙♿哅 ٬狜╈䈘艥◄哅րنٜؔ ق٭ؠց نؒ٤غ磝䡗♿哅ע劔䌋⚡ 炘نٜؔױהטׂنؒ٤ ظؔ٤ءךն אס☽յ邾丗ס┕㕙♿哅כ◫岹╈ ٬典錞+"4%"2┕㕙♿哅 ٬ُ٤ب٘٤هٚ٤غր.*+"4 ِـتցסꝧ氦 نؒ٤غ磝䡗♿哅ע劔䌋⚡炘伺 雛وٞقطؔ٭ثךն ┘Ⳃ榤 ٬典錞ُا٭ث┕㕙♿哅 ٬┘Ⳃ榤䤷鞲٬⫋榟◄哅 نؒ٤غ磝䡗♿哅ע劔䌋⚡ 炘ؕ٤عٚ٤تنؒ٤ظؔ ٤ءךն ┘Ⳃ榤 ٬典錞┉鼧┕㕙♿哅 ٬╈ُ٤ب٘٤סٛؿي٭ ب٘٤◄哅 نؒ٤غ磝䡗♿哅ע劔䌋⚡炘 *OUFMMF9 'VOEJOHךն ┘Ⳃ榤 ┘Ⳃ榤 ※6݄17࣌ͷࢀՃاۀ
© @crowdport.inc ۀքͷ՝2ɿߦॲͳͲ͕ଟ͘ո͍͠Λղফ ⚡銶㚖 ٬企牓榹㛻㰢よ㰢鼧哅 ٬泃削嫎☔ع٭ُص⭳骰 ٬⚡銶泃削յ⫂鼧礴⯆泃削哅ⳉם למ䏼◄ն ؤ٤وٚؕؓ٤ت鼧 允⸉
洠☔ 䋰閾㚖 ؤ٤وٚؕؓ٤ت鼧 鼧Ꝏ 냗㶾 湳鷼 ٬企牓榹㛻㰢嫎ⳉ溿狒⟣▼ ٬%F/"յ㛻⽰錞⯈⭳骰 ٬ꄋよ嫎מ瞿鵟 炘㛙稤䏔 䃷╈ 宨䇖 ٬◹齉㛻㰢嫎㰢鼧哅 ٬꞊典靸ⳉ㷀ؤ٤وٚؕؓ٤ت 鼧糓 錃玮ْ٤ف٭ ٬ꄋ踄䇳מי吾削哅ⳉמ䏼◄ 稤䏔 媞ꄇ 车 ٬仼儖Ꝏ僿⟓榫ꉏ车⭳骰 ٬تؕتꝎꉏ炘Ꝏ ٬ُؾشؠت؛ٜذػطؔهؕ٤ يتعْ٤ع⫂鼧礴䦮鞊♳縖 炘㛙泃削䏔 挪隴 银䑩 ٬典◹㛻㰢磬岷㰢鼧哅 ٬泃削嫎☔ع٭ُص⭳骰 ٬⚡銶泃削哅ⳉյ┕㕙嶖⤓䶹䭤 哅ⳉםלמ䏼◄ն ⫂鼧泃削㲜Ꝏ 兎㸓־ֽ ٬䜲䑴紶㗒㛻㰢乃㰢鼧哅 ٬泃削嫎☔ع٭ُص⭳骰 ٬⪜鏀⫂鼧泃削☔յ⪜鏀بتطّ 泃削☔յ眦㎁⪜鏀⚡銶㚖鞲劲⟊僗ն 䋰閾㚖 ⚡銶㚖 *5ꝧ氦٬畘杼鼧 鼧Ꝏ 萴冋 䜲⟓ ٬◹齉㛻㰢 ⸉㯸䄄㰢熭哅 ٬ػٜؕ劔䌋⚡炘 Ⱘ哅⮣僿ؙ٤ ةؼؓ ٬"QQMJWס錃銶٬ꝧ氦䥵䎎ն ίϯϓϥΠΞϯεϑΝʔετΛόϦϡʔͷ1ͭʹܝ͛ɺ ๏ྩ९कͷۀӡӦମ੍Λߏங
© @crowdport.inc ۀքͷ՝2ɿߦॲͳͲ͕ଟ͘ո͍͠Λղফ ৴པੑͱΨόφϯε্Λతͱ͠ΞυόΠβϦʔϘʔυઃஔ 靸䷓٬爑⯆ ُؠٞ磬岷 ┘Ⳃ榤٬錞⯈ ꄋ踄 ⚊諰 ⩕ꄆ
妣 冋榹 岲☔ 妣 里榹 㶉䌚 妣 ⛪諰 䛤┉ 妣 ꄋよ嫎 冋㶾 泡䎳 妣 典◹㛻㰢⺲鎹䷷䪧 㰢綗ꢙ㛻㰢䷷䪧 ⩕靸ⳉ◄ⳉ域㲆 عق٭ث٬؞ٔمذٜ 劔䌋⚡炘稤䏔⚡Ꝏ ٜؓؤق٭عػ٭ث ♏辐稤䏔炘Ꝏ 冋㶾㎁꤀嫎䏱◄ⳉ䢥 䋰閾㚖 ౦ژେֶ໊༪ڭतɺֶ शӃେֶڭतɻ੫੍ௐ ࠪձҕһɺ෮ڵி෮ڵ ਪਐҕһձҕһɺܦ ࡁࡒࢾձٞٞһͳ Ͳଟͷཁ৬Λྺɻ ࡒলେਉɺओ ੫ہΛܦͯɺ ݄ࡒࣄ࣍ʹब ɻݱࡏαϯτϦʔ ϗʔϧσΟϯάεΛ ͡ΊෳͷاۀͰސ ΛΊΔɻ Έͣ΄ίʔϙϨʔτۜ ߦৗࣥߦһɺΈͣ ΄ূ݊෭ࣾɺϢχκ ϯɾΩϟϐλϧύʔτ φʔΛܦͯɺτ ύʔζɾΩϟϐλϧΛ ۀɻ ຊڵۀۜߦɺΰʔϧ υϚϯαοΫεΛܦͯɺ υΠπূ݊ɺ)4#$ূ ݊ͰϚωʔδϯά σΟϨΫλʔͱͯ͠ε τϥΫνϟʵυϑΝΠ φϯεۀɺࢿຊࢢ ۀΛ౷ׅɻ େଂলʢݱɾࡒ লʣೖলɻۜߦہɺ େਉͳͲΛܦͯɺ ۚ༥ிͰۚ༥औ Ҿ๏ྩ४උࣨͱͯ͠ ۚ༥औҾ๏ͷཱҊ Λओಋɻ
© @crowdport.inc 20191݄ɿFundsϦϦʔε४උɺهऀձݟ • هऀձݟΛ࣮ࢪ͠ɺςϨϏʹऔΓ্͛ΒΕ͍͢ֆΛ࡞Δ • 20189݄͔Βاըελʔτ • αʔϏεཧղͷଅਐ
© @crowdport.inc 20191݄ɿFundsϦϦʔε४උɺهऀձݟ هऀձݟޙ • ϝσΟΞܝࡌଟ • 16Ͱຬֹਃ͠ࠐΈୡ • SNS্Ͱධίϝϯτ
ͦͷҰํͰ • ςϨϏʹग़Δ͜ͱͰ͖ͳ͔ͬͨ • ࢿͰ͖ͳ͔ͬͨํଟ͘ɺ͜ͷ ݅ʹؔ͢Δ͓Λͨ͘͞Μ͍ͨͩ ͍ͨ
© @crowdport.inc 20191݄ɿFundsϦϦʔε४උɺهऀձݟ εϥΠυඇެ։
© @crowdport.inc 20196݄ɿநબػೳΛՃ ͓ਃࠐΈ w ͓ਃࠐਓ 1,553໊ w ͓ਃࠐֹۚ 324,907,696ԁ
બ݁Ռ w બਓ 476໊ w બֹۚ 99,999,575ԁ நબػೳΛՃ͠ɺΑΓଟ͘ͷํʑʹࢿͰ͖ΔػձΛఏڙ ※ʮϦʔεόοΫࣄۀʮ͋Μ͍ʯϑΝϯυ#2ʯ நબྃͷ͝ใࠂͱઌணืूͷ͓Βͤ 20197݄10
© @crowdport.inc يͷ·ͱΊ • ۀքͷ՝ࢿՈͷχʔζΛ౿·͑ͨαʔϏεઃܭͱվળ • αΠτ͚ͩݟΔͱಈ͍͍ͯͳ͍Α͏ʹݟ͑·͕͢ɺཪଆͰ ৗʹվળ͕͞Ε͍ͯΔɻe.g.ϚΠϖʔδސ٬ཧը໘ͳͲ • ࢿՈʢϢʔβʔʣͱͷίϛϡχέʔγϣϯ
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© @crowdport.inc ͜Ε͔ΒͷαʔϏεల։ • 20197݄ɿIVS 2019 Kobe Launch Pad ༏উ
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