Take a look at this PowerPoint presentation where Artiman Ventures shares their Investment strategy beginning with white spaces to concept and early stage to finally scalable business models.
Read more about Artiman at http://www.artiman.com
2. CONFIDENTIAL
Artiman Investment Strategy
“White Spaces”
Potential to dominate markets
No identifiable competition, with 12 month lead
“Concept” & Early Stage
“Entrepreneurs with ideas”
World class expertise in specific market or technology
Scalable Business Models
Develop technologies cost effectively
Scale the business efficiently
Fundamentally change economics of target sectors
2
4. CONFIDENTIAL
Back To The Future: Computing Technology Cycle
4
Mainframe
(‘70s)
Portable
(’90s)
Mobile
(’00s)
Cloud Hybrid
(Now)
We Are Here
Personal
(’80s)
DECENTRALIZED
CENTRALIZED
5. CONFIDENTIAL
Specialization In the VC World
5
➔ Diversified
➔ Capital model well understood
➔ VC firms shifting expertise
➔ Global in nature
Infotech
➔ Winner take all IPO & low value M&A
➔ <2% success rate
➔ Angel/seed or very large fund
➔ Local
Internet
Cleantech
➔ Significant CapEx investments
➔ Subsidies often required
➔ Local
8. CONFIDENTIAL
Two Flavors Of Big Data
Operational data
Internal, tends to be machine generated
Sensors, RFID (municipal, engines, devices …)
Server/application logs
Network packets
Electricity flows
Customer data
Clickstreams and other browser-captured behavioral activities
Text – social media, customer emails & transcripts
POS, transactions/payments, advertising
9. CONFIDENTIAL
Interesting Big Data Areas
Vertical Operational Data Customer Data
Finance Market Data, Payments
Retail POS, RFID
Telco / Media Network, Care
Services Utilities, Transport
Consumer Goods Supply Chain
Manufacturing Supply Chain
Healthcare Patients, Product
Gov’t / Defense Sensors
Context Engine
Sensors, Security
Network, Care
POS, RFID
Market Data, Payments
High Interest Medium Interest
10. CONFIDENTIAL
General Areas of Interest
10
Big Data
➔ Context Engine
➔ Next Gen Security
Virtualization
➔ App Virtualization & VDI
➔ HPC Specialized Servers
Money
➔ Mobile Money
➔ Digital Currencies
Robotics Privacy, Identity Futuristic Stuff
➔ Mind - Machine
➔ Holographic Display
➔ AI / Machine Learning