helping global-minded entrepreneurs build successful and lasting internet companies ryu hirayama /...
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Helping Global-Minded Entrepreneurs Build Successful and Lasting Internet Companies
Ryu HIRAYAMACEO, YJ Capital Inc.SVP of Corporate Development , Yahoo Japan Corporation
Yahoo! JAPAN As Your Partner
• Business development
• Strategic acquisitions
• InvestmentJapan’s No.1 Internet company “Pure” venture investment
OVERVIEW
• as sole LP
• Total funds of $190mn (Fund 1 $25mn raised in 2012, Fund 2 $165mn raised in 2015)
• Strategic synergies NOT required for investment• All stages• All areas• Regions: Japan, US, SE Asia, Korea, Israel
Overview
YJ Capital Core Values
1Access to
YJ Capital Core Values
Japan market entry support2
YJ Capital Core ValuesPartners are ex-founders and current business heads at YJ3
Takao OZAWAHead of Yahoo!
Shopping
Shin MURAKAMIChief Mobile
Officer
Yusuke TANAKAHead of Personal
Services
Gen MIYAZAWAHead of Media
Services
WHO WE ARE
Over monthly page views(29bn via smart devices)
Over monthly page views(29bn via smart devices)
Jan-Mar 2015 average
Daily unique browsers
(45mn via smart devices)Jan-Mar 2015 average
Active user ID’s
Jan-Mar 2015 average
Total app downloads
iOS + AndroidAs at end Mar 2015
E-commerce approx. $3bn + Auction $7bn$1 = ¥120
Approx. Commerce GMV
“Multi Big Data Company”
And over 100other services…
As of June 19, 2015$1 = ¥120
Market Cap
FIREPOWER
Net Cashapprox.
$ bn
Total fundsapprox.
$ mnAs of end Mar 2015
$1 = ¥120Fund 1 and 2 combined
$1 = ¥120
WHAT WE ARE DOING
Description
•Search and Display ads •Expanding ad product lineup to include: video, re-targeting (Criteo), and native•Building an integrated marketing PF by offering DSP, DMP, and CRM solutions
Marketing Solution
Description
•Media services on web or through apps : search news, sports, weather, map, etc
Media Services
Description
•E-marketplace platform: ad model (no commission , no tenant / transaction fees)•Auction platform : royalty model
Commerce
Description
•Monthly subscription membership service•HealthCare service (genetic diagnosis)
Subscription
Description
•E-wallet•User ID•Customer loyalty program•Internet banking•Credit card issuance•FX trading bank
Payment & Finance
Description
•Internal data and science analytics PF
Data Science
HOW WE CAN HELP
Illustrative Partnership SchemeDescription
•Advice on: - Japanese market - UI/UX for Japanese users
Potential Partnership Scheme
•Offering YJ’s products to help business in Japan- Search /Display Ad, Wallet,
Shopping/Auction PF
•Promoting service using YJ’s owned media- Top Page, “featured” articles
•Offering total package of business solution for Japan operation
Market Consulting
Product Partnership
Promotion Partnership
Entire Operation Partnership
Our Asset
•Offering business functions to help business in Japan- Customer Support, UI/UX design,
Logistics
Functional Partnership
•Knowledge and insight on Japanese users with 19 years of Japan operation
•B2B product lineups•Significant business
customer base
•Functional expertise optimized for internet business in Japan
•Media power of YJ with ~2.0B PV / day
•100+ services
•Streamlined business operations with ~50% op margin
No contract
Product offering
Commercial agreement
JP op.Outsourcing
Acquisition of JP op.
JV for JP op.
Selected Partnership Examples
Appendix 1Japanese Market Overview
Internet Users
109.3M<Ref>US 279.8M, 86.8%
* Source: Internet Live Stats, Dec 2014
Penetration:86.0%
Mobile Users
* Source: ICT World Telecommunication/ICT Indicators, 2012
141M<Ref>US 303M 96.5%
Penetration:110.6%
Mobile Device Penetration
Smartphone
57%Tablet
16%
* Source: Video Research, Aug 2014
Mobile OS Share
* Source: OS share: MM Research Institute, Mar 2014
57.1%
41.8%
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