This presentation is designed to help you: 1) understand what makes IT companies scalable, 2) find ways to scale your business idea, 3) identify the right financing strategy.

1. Data Synergy: Scaling Information Businesses

2. Who Is DFJ Gotham Ventures? Mark Davis Thatcher Bell Danny Schultz Ross Goldstein www.dfjgotham.com 2

3. Who Does DFJ Gotham Invest In? 3

4. 4 What Is The DFJ Network? 23 funds, >$6 billion in capital 150 professionals, 600 portfolio companies Unique access, insight and deal flow

6. Developing A Fundraising Strategy

7. Picking The VCs

8. Preparing Your Materials

9. The Pre-Fundraising Process

10. Getting The Meeting

11. The First Meeting

12. After The First Meeting

13. The Due Diligence Phase

14. Doing The DealThe Entrepreneur’s Guide To Raising Venture Capital

15. Objective for Entrepreneurs Help you: Understand what makes an IT business scalable Find ways to make your business idea scalable Identify the right financing strategy

16. 7 Hard To Own Markets Without Barriers

17. 8 Owning Markets Makes Monster Companies

19. Tech-heavy

21. Capex or R&D

22. Economies of Scale

23. Intellectual Property

25. Scale to capture market share

26. Scale to realize cost advantages

28. 11 Network Effects Are Well Known…

29. 12 …But Those Are Just For People (Relationships)… What about? Reviews Activity Descriptions They have data barriers too!

30. 13 …We’re Really Talking About Data Synergy 1 + 1 > 2

31. 14 Data Synergy Drives Exponential Growth Exponential Growth LinearGrowth

32. 15 Data Synergy  Better Marketing Equation Customer Lifetime Value Cost of Acquisition Customer Profitability - = Constant LinearGrowth - = Exponential Growth

33. 16 The Golden Question How does each additional unit of data increase value for other customers?

34. 17 Data Barriers Are Built Not Born Identify the right model & scale

35. 18 Thinking About Data: 5 Types Descriptive(characteristics or properties of identity) Activity(actions of the identity) Subjective(opinions about other identities provided by the identity) Relationship(how the identity relates to other identities) Identity(a unique identifier)

37. List of my favorite restaurants

39. Listing of which camera was purchased most often (Cnet)

40. Ranking of the most popular restaurants(Yelp)

42. 21 Is Your Data Synergy Hiding? Get a whiteboard out& find it!

43. 22 Contact Info Mark Davis DFJ Gotham Ventures (212) 279-3980 Blog: markpeterdavis.com twitter.com/markpeterdavis Contact me via my blog…