Slush 2012 david gardner
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Presentation for Slush 2012 in Helsinki by David Gardner, London Venture Partners
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Slush 2012 david gardner
- 1. The Need for Speed David Gardner
- 3. IN 10 MINUTES I WILL TELL YOU • Who I am • Where things are going • Who are LVP • How I choose my investments • Why I do this • What you should do
- 4. WHO AM I?
- 7. WHERE ARE WE HEADED?
- 8. THE COMMERCIAL INTERNET IS NOW ~20 YEARS OLD
- 13. PenetraKon of WW PopulaKon, 5 Years APer Launch 8X 3X 2X 8% 4% 3% 1% PCs (1988) Facebook (2009) Internet (2000) iOS & Android (2012) Sources: United States Census Bureau, InternaKonal TelecommunicaKon Union, Facebook, Flurry
- 14. Something profound happened last year…
- 18. So, what do people do on mobile?
- 25. Apps vs. Games: App Store Top 25 Grossing UNITED KINGDOM FRANCE GERMANY 28% 40% 36% 64% 60% 72% UNITED STATES CHINA TOTAL 12% 12% 30% 70% 88% 88% GAMES APPLICATIONS Source: iTunes App Store, May 2012, Flurry analysis
- 26. Indies Dominate on iOS & Android INDIE VS. ESTABLISHED GAME SESSIONS ON iOS & ANDROID, WW 40% 44% 32% 60% 56% 68% Q1 2010 Q1 2011 Q1 2012 Independent iOS & Android Game Developers Game Companies from other Platforms Source: Flurry AnalyKcs
- 27. iOS & Android Games Eat Traditional Gaming Revenue U.S. PORTABLE GAME SOFTWARE BY REVENUE 19% 34% 36% 11% 57% 58% 70% 9% 6% 2009 2010 2011 iOS & Android Sony PSP Nintendo DS Source: Flurry Analytics, The NPD Group; Flurry analysis & estimates
- 29. WHO ARE LVP?
- 30. 25+ years 15+ years EA COO ING/Barings Atari CEO Commerzbank Avista David Gardner Paul Heydon General Partner General Partner LVP Team 20+ years 25+ years Renderware Mindscape Criterion Sony President founder Atari President Microsoft David Lau-Kee Phil Harrison General Partner Advisor © 2011 London Venture Partners LLP Confidential and Proprietary, all rights reserved
- 31. Global Fundraising in Game Sector VC Funding in Europe was only 19.6% of the vc funding in North America in 2011; (USD$ millions) Europe is underserved by VC’s 2,500.0 $8.4bn raised since 1997 2,000.0 1,500.0 1,000.0 500.0 0.0 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Source: Capital IQ, Company Filings, Brokers & Press North America Europe Asia/ Pacific
- 32. Dealflow Analysis, To Date Dealflow by Category Dealflow by Territory Other Payment/DistribuKon 30% PromoKon/analyKcs Europe Cloud plaiorm ROW Tools/technology 4% 66% USA Social network Trad online games Casual/social games Dealflow EU 0.00% 5.00% UK 10.00% 15.00% 20.00% 25.00% FR 30.00% 35.00% 8% 1% 40.00% 7% SE 7% NL DE 53% 10% DK 7% FI 7% CZ © 2011 London Venture Partners LLP Confidential and Proprietary, all rights reserved
- 33. WHAT I LIKE TO SEE IN AN INVESTMENT
- 35. + + INTELLIGENCE INSIGHT PASSION
- 36. vs
- 38. FAST ITERATION
- 39. CURIOSITY
- 40. MORE THAN A GAME
- 41. I LIKE TO UNDERSTAND WHY PEOPLE LIKE IT
- 42. GOOD CHEMISTRY
- 43. WHY I DO THIS?
- 45. WHY I DO THIS • Frustrated with bad inerKa at big companies • Couldn’t turn around Atari • Early investor at Playfish • Funding for “games” was hard • Love Europe • Love Entrepreneurs (that listen) • Love the industry
- 46. WHAT YOU SHOULD DO
- 48. “If Pac-‐Man had affected us as kids, we'd all be running around in dark rooms, munching pills and listening to repeKKve electronic music.” ― Marcus Brigstocke