Xenapto seed round 2013

Information for investors

Transcript

1. Information for investors Seed round 2014 bringing it all together
2. What1problem1is1Xenapto1solving? Howard Lindzon @howardlindzon The tools of the trade used properly on today's batch of startups is startup steroids. Always be building lists and hunting, as some people call it. What Paul Graham and Fred Wilson are Really Saying To1manage1your1dealflow1and1portfolio1you1can1stitch1 together1spreadsheets,1Dropbox,1contacts,1calendar1and1 email... ...or1you1can1let1Xenapto1do1it1for1you. = 1
3. Xenapto goes with you News & updates on your contacts Rich & relevant investor data Work with other investors Updates from people you're working with Updates from the companies you're following News from around the web on your companies and their peers and competitors fits with the way you work 2
4. Xenapto Contact Manager Xenapto is viral - sharing contacts generates new sign-ups › Contact management specifically for investors and startups Share & discuss leads with your ecosystem › Registry data AngelList Press Funding history Your holdings Cap table gather share Co-investors Your startups Colleagues Share what's shareable Your private data stays private 3
5. Xenapto has flexible, powerful tools for risk management & capital planning Xenapto Portfolio Manager › Strategic risk management for a startup portfolio › Analytics, trends, estimated and actual valuations Are you managing your portfolio with a spreadsheet? Xenapto discovers new valuation data › Automatic import of new funding rounds › Xenapto only suggests valuations: you're in control Xenapto keeps a history of your holdings › Analyse trends, not just your current position › Get a snapshot of your portfolio at any point in time Add your own estimates › For stable companies with no recent valuation data › Show your portfolio with or without estimated revaluations Plan your exits › See the effect on your forecast capital-on-hand › Maximise your rate of return
6. The$platform$opportunity A$platform$for$B2B$productivity$services$for$SMEs$and$more › Podio$acquired$by$Cisco$for$453m$after$3$years$6$44%6m$funding Long$term:$Salesforce$market$cap$is$438bn$with$37.$YoY$revenue$growth › 5
7. Thefmarketfservicesfopportunity MarketfdatafcouldfovershadowfourfgoCtoCmarketfservices › IPOfwillfvaluefMarkitfatf&5bnfonfrevenuesfoff&86Kmf9fprofitsfoff&Y95m NofincumbentfinfprivatefequityAfafsmallerfbutfsignificantfmarket › Publicfmetrics SocialQproof:QTwitteryQFacebookyQetcU Funding:QCrunchBase Traffic:QAlexayQCompeteyQQuantcast Journalism TechCrunchyQVentureBeatyQGigaOm FinSMEsyQTheNextWebyQOnBioVCy etcU Identityfproviders TwitteryQLinkedInyQAngelListyQ CrunchBaseyQOpenCorporatesyQ aboutUmeyQGravataryQetcU BuyCsidefAnalysis Mattermark BestCeffortsffundingfdata CrunchBase BestCeffortsfdatafquality Xenapto (FullContact)* Marketfservices (Markit)* Portfoliofmanagement Xenaptof(2015) Capftablefmanagement CapShare PricingyQindexesyQinstrumentQdatayQ companyQdatayQriskQmanagementy backQoffice Sharefissuance eShares IdentityfverificationfqKYC(AML, IdScanQLUKIyQothers? 2)?1Q(QbestQefforts 2)?4Q(QverifiedQdata *fincumbentfinfafdifferentfmarket 6
8. PeerWgroupWSWcompetitors InvestorWtoolsWareWcurrentlyWaWstrongWfocusWforWinvestment Company Revenue model Funding Notes ,TLWTO4WcarryWonWinvestmentsWmadeWonline ,'LWk4WcarryWonWinvestmentsWmadeWbyWsyndicateWleaders ,qLWWillWchargeWperWhireWonceWjobsWboardWreachesWcriticalWmassC ,thereforeWnoWimmediateWrevenueL Latest: Total: Valuation: $'NmW,SeriesWEFWSepW'OTqL $'Nm $TkOm EngelList IntroducesWstartupsWandWinvestorsCWHasWcriticalWmass becauseWitWwasWtheWfirstWmoverFWintroductionWfeatures areWfreeWandWtheWsiteWisWfairlyWusableCWHasWbeen graduallyWaddingWfeaturesWtoWunderpinWitsWemerging revenueWmodelCWGounder-fundedWuntilWrecentWraiseC Vrunchxase OnlineWdatabaseWofWtechWcompaniesWandWinvestorsF originatingWasWaWsideWprojectWfromWTechVrunchFWnow ownedWbyWEOLCWTheyWwereWreportedlyWtryingWtoWspin offWVrunchxaseWinW'OT'WbutWitWhasnAtWhappenedWyetC Latest: Total: Valuation: $'kmW,acquiredWSepW'OTOL $'km $'km NoWrevenueFWnoWknownWplansWforWrevenue Latest: Total: $TMmW,SeriesWxFWMarW'OTNL $'qm +ue+il UK-basedCWShowsWvisualisationsWofWVompaniesWHouse dataWandWresellsWcreditWagencyWreportsC TOWcreditWchecksBmonthKW£'NCUUBmonth EdditionalWsearchWfiltersWandWreportsKW£NUCUUBmonth GullVontact Latest: Total: $TMmW,SeriesWxFWMarW'OTNL $'qm VontactWdataWenhancementCWEcquiredWVobookWinWJan 'OTNC $UUW-W$NUUBmonthWdependingWonWhowWmanyWcontactsWyou wantWtoWenhanceC Latest: Total: $MmW,SeriesWxFWJulW'OT'L $DCDMm eShares zlectronicWshareWcertificates $'OWperWcertificate $'OWperWtransferWofWshareWownership $'OWperWexerciseWofWoptions ,TLW$NUUBmonthWforWaccessWtoWanalyticsFWwatchWlistsWandWalerts ,'LW$UUBmonthWsoloWinvestorWplanW,TOOWcompanyWlimitL Latest: Total: $NOOkW,NoteFWJulW'OTqL $TCNm MatterMark xuy-sideWanalysisWofWstartupsFWbasedWonWpublicWdata suchWasWVrunchxaseFWwebWtrafficWetcC Latest: Total: $MkOkW,SeedFWMarW'OTqL $MkOk IndicateCio ElertWserviceW$qOOBmonth kOOWStartupsWspin-offWoriginallyWcalledW+ashboardC xeganWasWanWeco-systemWdata-sharingWtoolWbutWnow seemsWmoreWlikeWMatterMarkWandWtheWearlyWEngelList Latest: Total: $''kkW,SeedFWNovW'OT'L $''kk VisibleCvc NoWdeclaredWmodelCWProbablyWfreemiumWSaaSC InvestorWrelationsWforWstartupsCWPortfolioWdata aggregationWforWinvestorsCWStillWinWclosedWbetaC Total: GounderWfunded VapShare T-UWoptioneesKWfree TO-'NWoptioneesKW$'UCUkBmonth 'kwWoptioneesKW$TOOBmonth VapWtableWmanagementFWallowsWlegalWentitiesWtoWbe organizedWintoWfundsWSWportfoliosCWGoodWwaterfall reportingWandWotherWanalyticsCWNotWmulti-currencyC M
9. XenaptoIrevenueIstreams TheIinitialImarketIgivesIusIplentyIofIgrowthIpotential › MVPIaimedIatIhighInetIworthIindividualsIwithIaIfewIinvestments RapidIreleaseIofIfeaturesIaimedIatIprofessionalIinvestorsI9Iinstitutions › RevenueKfromKstartups XenaptoSsKtwo/sided business.modelKmeans thereKisKalsoKscopeKforKa premiumKproductKfor growth/stageKbusinesses. TheKfreeKtierKofKcapital/ raisingKtoolsKandKinvestor relationsKfeaturesKwillKsuit mostKstartups)KbutKlaterKthey willKneedKboardroom supportKandKtoolsKfor managingKmultipleKshare classesKandKinternational investors. TheKcloseKintegration betweenKXenaptoSsKinvestor toolsKandKstartupKtoolsKwill driveKviralKadoption. › › › MarketKsegment KeyKfeatures Pricing HighInetIworthIindividuals Free InvestorIcontactImanagement ContactKdataKenhancement NewsKAKupdates DirectKAKindirectKvaluationKdata Peer-to-peerIsyndicates AdKhocKinvestorKgroups SecureKchatKAKdataKroom FullKAngelListKintegration PortfolioImanagement ValuationsKfromKfundingKrounds ValuationsKfromKoperationalKmetrics StrategicKriskKmanagementKFholding plans)KcapitalKavailabilityKplans)Ketc.L MultipleIportfolios FundsKorKanyKlegalKentity ReportingKbyKportfolioKorKaggregated Multi/currency LPImanagement CRMKtoolKforKraisingKfunds PortfolioKcompanyKreports PerformanceKreports $49 /month ProfessionalIinvestors $199 /seat/month Early-stageIVCs InvestorIgroups $99 /seat/month 8
10. TheDXenaptoDteam TheDteamDhasDaDclearDvisionDandDaDtrackDrecordDofDdelivery › AnDexperiencedDteamDfromDaDvarietyDofDbackgrounds ExcellentDincubationDenvironmentDwithDAnthemisDGroup:DexpertiseDonDtap › DominicDSayers FormerDheadDofDtechnologyDforDtheDcorporate financeDdivisionDofDanDinternationalDinvestment bank9DDominicDhasDaDwealthDofDexperienceDinDtools forDcapitalDraisingDandDinvestorDrelations. CowfounderlXlCEO GregDDowling FormerDheadDofDriskDengineDtechnologyDinDthe quantitativeDanalysisDgroupDatDRBSDandDheadDof globalDmarketsDtechnologyDatDHSBC.DGregDhasDalso workedDatDBarclaysDCapital9DCreditDSuisseDandDThe LondonDStockDExchange9DmainlyDspecialisingDin frontDofficeDtradingDtechnology.DHeDstartedDhis careerDasDaDsoftwareDdeveloperDatDaDtechnology start-up. CowfounderlXlCTO SeanlPark FounderloflAnthemislGroupLlinvestorlin innovativelcompanieslsuchlaslBetfairLlThe ClimatelCorporationlandlBanklSimpleLland authorloflThelParklParadigm/lSeanDslinitial visionloflanlinvestorDsltoolkitlultimatelylledlto thelbirthloflXenapto/ Advisers PascalelDixon HeadloflInvestorlRelationslatlAnthemislGroup/ LLBlHonslinlFrenchlandlEnglishlLawlX PostgraduatelDiplomalinlLegallPractice/lPascalelsees bothlsidesloflthelinvestorNstartuplrelationshipland islourlguideltolbestlpractice// NaoshirlVachha AnthemislGrouplGenerallCounsel/lFormerlyla corporatellawyerlatlLawrencelGrahamlLLPL wherelheladvisedlalrangeloflprivateland publiclcompanylclientslonlcorporatelMXA/ Naoshirlsitslonlourlboardlandlguideslus throughlthellegallaspectsloflinvestinglinlstartups/ 9
11. 7(LE,seed,round fits,with,the,way,you,work › Incubated,by,Anthemis,Group Now,raising,a,£LB7((B(((,seed,round › 7(L7W7(L),incubated,by,Anthemis,Group £7SSB(((,investment,P,sweat,equity Access,to,expert,advice,q,mentoring Alpha,users,from,the,Anthemis,ecoWsystem › › › 7(LE,seed,round Raising,£LB7((B((( PostWmoney,valuation,£7BE((B((( Build,out,investor,features,and,iterate,rapidly › › › What,wexll,do,with,it Complete,the,founding,team,&London,headcount,of,6l Engage,with,earlyWstage,investors,from,solo,investors,to,institutions Aim,to,be,cashWflow,positive,before,Series,A,LQLQ › › › L(
12. Appendices
13. Xenapto covers the whole investment lifecycle The Product › Two-sided model: investors and entrepreneurs › Xenapto provides a set of smart tools from startup discovery to portfolio management
14. Team-based relationship management tool specifically for capital raising Xenapto Capital Raise › Manage an ongoing relationship with potential investment partners › Get investors engaged online and keep them informed For your own fund raising › Uses the information already in your address book › Investor relationship management tool › Multi-user so you can co-ordinate your team's tasks › Works with AngelList and other matchmaking platforms ...or managing a portfolio company's capital raise › You've got the contacts and the expertise › Xenapto can link your account to your portfolio company's › Share the data you choose and help where you can Get investors engaged online › Live conversation and Q&A in the secure dealroom › Fully-tracked downloadable documents › Potential investors can chat anonymously to each other (if you enable this!) Analytics and forecasting › Track probability of success for each prospect › Up-to-date estimate of the final total › Track progress by stages individually and aggregated