6. @paulsingh #gsf2012
UNBUNDLING OF
ADVICE, CONTROL
AND MONEY
7. @paulsingh #gsf2012
EARLY STAGE VC
IS CHANGING
HAS CHANGED
8. @paulsingh #gsf2012
STATE OF THE ART IN EARLY
STAGE INVESTING IS NOT
VERY SOPHISTICATED
9. @paulsingh #gsf2012
EARLY STAGE
STARTUPS
HAVE CHANGED
10. @paulsingh #gsf2012
CLOUD, OPEN SOURCE AND ONLINE DISTRIBUTION DRIVING
STARTUP COSTS
LOWER THAN EVERBUT SCALING STILL COSTS MONEY
11. @paulsingh #gsf2012
WEB GETS BIGGER.
WORLD GETS SMALLER.
12. @paulsingh #gsf2012
TRACTION IS THE NEW
INTELLECTUAL PROPERTY
PLATFORMS (SEARCH, SOCIAL & MOBILE) PRIMARILY DRIVING THE CHANGE.
NO LONGER “GOOD ENOUGH” TO DEPEND ON TECH DIFFERENTIATION.
13. @paulsingh #gsf2012
CAPITAL
INCREASINGLY
COMMODITIZED
RISE OF THE ANGELS, YO!
14. @paulsingh #gsf2012
NEW REALITY:
MONEY FOLLOWS
FOUNDERS
RISE OF THE ENTREPRENEURS, YO!
15. @paulsingh #gsf2012
SIGNALS ARE
EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
16. @paulsingh #gsf2012
SIGNALS ARE
EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
17. @paulsingh #gsf2012
TRANSPARENCY IS
SIGNALS ARE
EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
20. @paulsingh #gsf2012
“ UBS PROPRIETARY
SATELLITE PARKING LOT
FILL RATE ANALYSIS
POINTS TO AN
INTERESTING CADENCE
INTRA-QUARTER AND
POTENTIAL UPSIDE TO
OUR VIEW.
22. @paulsingh #gsf2012
“
TWICE A WEEK A SMALL
HELICOPTER CIRCLES
OVER CUSHING’S TANK
FARMS ON AN OIL
INDUSTRY SPYING
MISSION.
23. @paulsingh #gsf2012
WALL STREET
ISN’T ALONE
THESE TECHNIQUES ALREADY USED TO UNDERWRITE IN-VITRO
FERTILIZATION LENDING, PAYDAY LOANS, SUBPRIME AUTO
LENDING, HOME/PERSONAL/AUTO INSURANCE AND MORE.
24. @paulsingh #gsf2012
IT TURNS OUT,
WE CAN DO IT, TOO SURPRISE!
25. @paulsingh #gsf2012
+ “GUT” + TRUSTED MENTORS + MUCH, MUCH MORE DATA.