Xenapto Investment Pipeline

First draft of the Xenapto Investment Pipeline slides

Transcript

1. Xenapto Investment Pipeline Dealflow management for active investors Introducing
2. The Xenapto mission is to make life easier for investors and entrepreneurs by delivering a suite of tools to manage the relationship between them. Both investors and entrepreneurs will love Xenapto's toolset because Xenapto makes doing it right easier. Good practice. Less effort. More information.
3. The Xenapto team Dominic Sayers Founder Former Global Head of Technology for Corporate Finance & Origination at Dresdner Kleinwort. Responsible for technology supporting new equity issuance and investor relations for the bank's corporate clients. Sean Park Advisor Founder of Anthemis Group SA, author of The Park Paradigm, and a non-executive director on the board of a number of high growth companies. Pascale Dixon, Advisor Head of Investor Relations at Anthemis Group. LLB Hons in French and English Law & Postgrad. Diploma in Legal Practice. Naoshir Vachha, Director Anthemis Group Chief Counsel. Formerly a Corporate lawyer at Lawrence Graham LLP, where he advised a range of private and public company clients on corporate mergers and acquisitions. Oozou, Developer Experienced web developers with a track record of delivering high-quality apps with an emphasis on elegant design.
4. Evidence-based investing You are a successful investor with a great track record Are you making the most efficient use of your capital? Could you make better investment decisions? How can tell if your decision-making is improving? Xenapto helps you gather the evidence To support your decision-making To avoid cognitive bias To understand how you make decisions To track your decision quality over time What happened to the ones you didn't back? Xenapto keeps a shadow portfolio for you ...automatically
5. Helping your research Clip web pages straight to Xenapto Update Xenapto right from your browser Xenapto can guess the right contact from the title, tags or domain name Build a rich history against all potential investment targets Forward emails to Xenapto Xenapto uses smart matching to find the right contact or contacts Recognised email formats (like AngelList activity reports) are parsed for their data Xenapto infers relationships from email data Xenapto automatically gathers all public information about people and companies Just give Xenapto a name, and if that person or company has a public profile we'll find them Xenapto finds relationships between people and companies No more copy-and-paste When a Xenapto user publishes their deal, you'll be notified straight away if it matches your criteria
6. Collaborative filtering Enhance Xenapto's data with your own input Add tags, notes & analysis data Crowdsource opinions from colleagues and valued collaborators Put peers into groups (unless Xenapto's already done it for you) Phase 2: prioritise the strong candidates Now you'll be talking to the founders – email your notes right into Xenapto Each candidate company has its own dataroom for secure storage of confidential documents Build a detailed profile of how they fit with your investment criteria and publish proposals for your Investment Committee Phase 1: making a shortlist Which candidates don't match your investment themes or other geographical or maturity preferences? Which candidates are being outperformed by their peers? Are they raising at the right time for your capital availability?
7. Shadow portfolios How is your portfolio doing against... ...the companies you shortlisted but didn't invest in? ...the companies you would like to have invested in but couldn't? ...the market? Xenapto can tell you. If you dare find out.
8. Xenapto Investment Pipeline architecture Xenapto social graph all known organizations, people & relationships Your address book organizations, people & relationships auto-updates notification investment One source of dealflow could be other Xenapto users raising capital themselves Your criteria Your longlist & shortlist Your research ...enhanced by Xenapto
9. Xenapto Investment Pipeline benefits Spotting cognitive biases Confirmation bias, expectiation bias, outcome bias, the Semmelweis Reflex: can you show you're not falling into these traps? Supporting, not replacing, your decisions You still call the shots, but Xenapto marshalls the evidence We never forget it's your data We might help you enhance it though Make better investment decisions Improve your decision-making over time Maximum capital efficiency Minimum heavy lifting
10. Xenapto plans & pricing Xenapto Basic Address book size Dealroom size Capital raise amount Investor Relations Shareholder Events Boardroom Investment Pipeline Portfolio Manager Xenapto Capital Raise Xenapto Entrepreneur Xenapto Investor $ 0 /month $ 99 /month $ 69 /month $ 149 /month 500 contacts 25 prospects Up to $1m unlimited unlimited unlimited 500 contacts 25 prospects Up to $1m included included included 500 contacts 25 prospects Up to $1m included included included included included No minimum period
11. Xenapto roadmap 2013 Q1 Q2 H2 2014