Slides presenting the attractiveness of Eastern Europe for Venture investors and highlighting market opportunities around Big Data, Cloud Computing and Mobile

1. Building Eastern European Champions
Philippe Botteri, Accel Partners
@pbotteri
IDCEE Conference, October 18th 2012, Kiev

2. Uncertain times
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3. Technology: the Silver Lining?
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4. My background: from Europe to Silicon
Valley… and back!
1998-2006
Paris – Silicon Valley
2006-2011
Silicon Valley
Since 2011
London
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5. We mean “Global”
Track record of 225+ exits
• Founded in 1983 • Over 500 companies
- 100+ public offerings
• $9 billion in capital under
- 125+ mergers or sales
management
• Stage agnostic • Added-value partner
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6. Key trends we are betting on
Big Data
& Cloud Computing
Gaming
Mobile
Social
Next Generation
ecommerce &
marketplaces
Emerging
Geographies
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7. “Runet” Now Largest Internet Market
in Europe and Most Underpenetrated
80 100%
80%
Broadband Penetration
60
72%
69%
Million Users
62% 61% 60%
64%
40 48% 47%
40% 40%
37%
32%
20
20%
0 0%
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8. Strong Macro Trends in the Region
• 400m+ people in the region
• GDP of $3T+ with most countries growing 2-5%+
• 15m Online Shoppers and $11B ecommerce in Russia alone
(expected to reach $19B by 2015)
• 1.7 mobile phone per person in Top 4 EE countries
(vs. 1.2 in GE, 1.3 in Brazil and 0.8 in India and China)
• Exceptional talent pool
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9. Today’s Champions
Home Champions Global Champions
• Large domestic market • Addressing global market
• Category leadership • Unique IP
• Mostly Internet & eCommerce • Strong sales & marketing
• Software & Security, Gaming, Mobile
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10. Tomorrow’s Global EE Champions:
Big Data
247B emails are sent every day
$600 to buy a disk drive that can store all of the
world’s music
30B pieces of content shared on Facebook every month
40% projected growth in global data generated
By 2020, the production of data will be 44 times what we
produced in 2009
15 out of 17 sectors in the United States have
more data stored per company than the US Library of Congress
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11. The Accel 4 “V” of Big Data
Volume Opportunities
Rising amount from mobile, machines,
social media web logs…
• Storage
Velocity
Need for real time results requiring data • Data Management
updated at faster and faster rates
• Platforms
Variety
Analyzing structured and unstructured
data • Analysis/BI
Value • Business
Business intelligence to drives insights applications
beyond data scientists
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12. Tomorrow’s Global EE Champions:
Cloud Computing
Private/ Hybrid Virtualization
New Devices
Cloud Big Data (desktop,
(Tablet, Phones)
server)
Consumerization
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13. Tomorrow’s Global EE Champions:
Mobile
Evolution of computing platforms since 1960
1,000,000 Smartphones
Ubiquity Mobile
Internet
100,000 Tablets
Connectivity Desktop
Internet
10,000 Car electronics
Integration
Volume
1,000
Processing PC 10B+ Mobile gaming
Power Units?
100 1B+ console
Minicomputer Units
10 100M+ Units Ebooks
Mainframe
1 10M+ Units
….
1M+ Units
1960 1970 1980 1990 2000 2010 2020
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14. Disrupting billion dollar industries
Travel
Transportation • Mobile
• Cab booking bookings
• Ride sharing • Content, guides
• … • ….
Education
• Online courses
Shopping/ Mobile • Test prep.
eCommerce computing • …
• Loyalty programs
• Next generation
couponing
• … SMBs
Gaming • Credit card payment
• MMOs • POS solutions
• Casual games • Collaboration
• …
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15. Thank you!
Slides available on my blog: www.cracking-the-code.blogspot.com
Follow me on Twitter @pbotteri
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16. Disclaimer
This document has been prepared by Accel Partners Management LLP (hereinafter Accel). Accel
is a limited liability partnership incorporated in England and Wales with registered number
OC303424, having its registered office at 16 St James’s Street, London, SW1A 1ER. Accel is
authorised and regulated by the Financial Services Authority (the "FSA") and is entered on the
FSA register with registration number 222503.
This document is provided for information purposes only and does not constitute an offer or a
recommendation to purchase or sell any security or service. It is not intended for distribution,
publication, or use in any jurisdiction where such distribution, publication, or use would be
unlawful.
This document forms part of a presentation to persons who have been invited to attend such
presentation and must be read and considered in the context of that presentation only.
This document does not contain personalized recommendations or advice and is not intended to
substitute any professional advice on investment in financial products. Before entering into any
transaction, an investor should consider carefully the suitability of a transaction to his/her
particular circumstances and, where necessary, obtain independent professional advice in respect
of risks, as well as any legal, regulatory, credit, tax, and accounting consequences.
This document is the property of Accel and is addressed to its recipient exclusively for their
personal use. It may not be reproduced (in whole or in part), transmitted, modified, or used for any
other purpose without the prior written permission of Accel.
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