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#GCVISummit Copyright ©2016 Global Corporate Venturing Analytics

#GCVISummit

Deep Data Dive with GCV Analytics


World of Corporate Venturing 2016


Key Trends

•Over 1500 CVC units globally

•US CVC deals top 1000 for first time

•Dramatic Asian growth

• Intel tops GCV Power Rankings


CVCs Around the Globe


CVCs and CVC Units*

* - Participated in at least one deal in a given year


CVC Global Investment

Trends


CVC Investments have grown significantly in past 5 years



Deals with undisclosed investment $ amounts (~20%)


CVC Investment Dollars have Increased More Rapidly

>2x increase*

Ave deal size2012: $22.3m2015: $55.4m

* Change relative to 2012 values


Sharp Rise in Investment Dollars for Later Rounds

60% Increase*

100% Increase*

* Relative to 2012

182% Increase*

295% Increase*


Sector Breakdown of Later Round Sizes in 2015

Transport, Consumer and Media sectors represent largest Series D and E/beyond

investments


GCV Megatrend: Emergence of “-Tech” Verticals

• CleanTech Solar/PV, Wind, Water, SmartGrid, Sustainability/Materials

• FinTech Mobile Payments, Personal Finance, P2P Lending, Bitcoin/Blockchain

• AdTech Mobile Advertising, Social Commerce, Customer Engagement

• EdTech MOOCs, Testing, Courseware, mobile learning

• AgTech Precision Agriculture, Crop Optimization, Food Safety/Supply Chain

• On Demand Mobile Services Uber, Lyft, AirBnB, Sidecar, etc.

• Internet of Things (IoT) cuts across several traditional verticals. For example:

Both institutional and corporate VCs are ramping investment into new, vertically oriented sectors which are being driven by social, mobile, cloud and machine learning technologies

Electronics

Telecom

AutomotiveManufacturing

Mobile/Consumer/Wearables

Healthcare Cloud/IT Security/Networking

Utilities

BlockChain

Big Data/Analytics


CVC Investments - By Sector

2012



2013



2014



2015


CVC Investments - By Round

2015


CVC Investments - By Region

2015


Globalization of InvestmentsIntra-Country and

Cross-Border Investment

Trends


Foreign vs. Domestic Investments

Portfolio

Company Location Deal Date Round

Round

Size Investor

Head

Office

Prêt d'Union France 06 Jul 2015 D $34m Schibsted Norway

Portfolio


Round

Size Investor

Head

Office

Fonds Écotechnologies France

Ikea SwedenAledia France 19 Jun 2015 $32mB

Portfolio


Round

Size Investor

Head

Office

Orange France

Publicis FranceiAdvize France 22 Sep 2015 $16mA


Investments – All Countries

2012



2013



2014



2015


International Nature of InvestmentsU.S., China & RoW

United States China All Countries Except U.S. & China


Investments by CountryAll Countries, Excluding U.S. & China

2012


InvestmentsAll Countries, Excluding U.S. & China

2013



• Investments in India increased >6x

• Overwhelming majority were foreign money

• Investments in Germany also increased >5x

• Majority were domestic money

2014



2015


GCV Power IndexGCV Power Index TM


2015 GCV Power Index TM – Global


2015 GCV Power Index TM

Global, Excluding the U.S.



Global, Excluding the U.S. & China



Investments in India



Investments in the IT Sector


Benchmark and Roadmap™ for Corporate Venture Capital: A BMG-GCV Analytics Collaboration

Global Deal/CVC Program Data & AnalyticsBell Mason Framework for CVC Unit Development

Service Highlights• For new or reinvented (1-3 years) CVC programs: best practices status review of current ops and plans • For companies considering establishing CVC: prescriptive go-forward roadmap and milestones• Based on BMG best practices Framework for CVC Unit Development…learn from the experiences of

others• Incorporates GCV market data for clarity on current CVC market dynamics, trends and competitive

position to educate management, help set expectations for urgency

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