IOT STARTUPS AND VENTURE CAPITAL

Internet of EverythingIoT Startup meetup groupTuesday 9th February 2016

Eitan BienstockDirector, Global GrowthATP Innovationse.bienstock@atp-innovations.com.auwww.atp-innovations.com.auwww.EverythingIoT.com.au

STARTUP FUNDING

GLOBAL IOT FUNDING

AUSTRALIA IOT FUNDING

ABOUT ME

Intel corporate incubator program in IsraelInvestor (corporate, VC, Angel)Entrepreneur

ABOUT EVERYTHING IOT

Producing bespoke industry events

Initiating of IoT training programs and innovation centres

Facilitating funding for Australian IoT startups

Propelling Australia’s IoT Innovation

About ATP Innovations

Typical Startup Funding Cycle

Early Stage Capital Raising

ProblemProductPeoplePricePurpose

My 5 P’s for a good fund raising pitch

Global IoT Funding Perspective

Funding to IoT startups has more than doubled in last six years with $7.8 Billion invested in 887 deals

About USD 2 Billion was invested in 150 deals during 2015

Slight shift to later stage as early IoT companies mature (33% of Money was invested in Series B in 2015 compared to 19% in 2015)

Silicon Valley still King of IoT investment with about 60% of all US deals

Most Active IoT Investors

Intel Capital Qualcomm Ventures The Foundry Group Koshla VenturesAndressen Horowitz

Areas of Interest for IoT Investments

IoT InfrastructureConnected HomeConnected CityHealthcareWearableSmart Energy SystemsIndustrial IoTConnected CarRetails Tech

Top Investors Portfolios Examples

2016IS

INFLECTION POINTFOR

AUSTRALIA IOT

Australian IoT Landscape

Record amount of money raised by Aus VC’sInitial Aus VC’s investing in IoT New innovation centres and incubator programsMultiple IoT Events and conferencesRecognised expertise by universities and CSIRO/Data61Major focus on Agriculture, Smart cities, Resources Overseas VC’s and corporates showing greater interest

Australian Early Deal Flow - Example

Switch Automations

Relectify

Baraja

LX Group

Propeller Aero

Instaclustr

Pooled Energy

Inamo

Q&A

APPENDIX

IOT MOST ACTIVE VENTURE CAPITAL INVESTORS

2010-2015

CB Insight

1 Intel Capital

2 Qualcomm Ventures

3 Foundry Group

4 Khosla Ventures

5 Andreessen Horowitz

5 Kleiner Perkins Caufield & Byers

5 True Ventures

8 New Enterprise Associates

8 Sequoia Capital

IOT MOST ACTIVE EARLY STAGE VENTURE CAPITAL INVESTORS

2010-2015

CB Insight

1 Intel Capital

2 Khosla Ventures

3 Foundry Group

4 Andreessen Horowitz

5 First Round Capital

6 SV Angel

7 True Ventures

8 CrunchFund

IOT GLOBAL FINANCING

IOT GLOBAL FINANCING

IOT FINANCING HISTORY

IOT DEALS GEOGRAPHY DISTRIBUTION