Mountain Partners Group

In a Nutshell

Conny BoerschMay 2012

Financial crisis – is the worst already over?

Foreign Exchange Reserves

China

Switzerland USA

3’042 bn US$ 278 bn US$ 78 bn US$

Credit Default Swaps: CDS

CDS/Derivative700 Trillion US$

World debts45.2 Trillion US$World GDP

63.2 Trillion US$

While Europe is arguing...Who is paying the bill?

….BRICS are solid.

Everything comes in waves…

2009 - 20112006 - 2008 2012 - 20152001 - 20051999 - 2000

EXITS

INVEST INVEST

2000

EXITS

2006

EXITS

2012

2003

1976

1998

2008

2004

2009

Trends are hard to predict ...

2003

2009

Trends are hard to predict ...If you miss a trend – Then what?

Great inventions from the past…

FAXCHIPS

FIBER OPTICS

CREDIT CARDS

SPACE SHUTTLES

MOBILE PHONES

SATELLITES

LAPTOPS & COMPUTERS

POWER PLANTS

HEART-LUNG MACHINES

JETSEMAIL

DIGITAL CAMERAS

DIALYSIS

BIOTECH

NON-INVASIVE SURGERY

MAGLEV TRAINSNANOTECH

SEARCH ENGINES

iPodINTERNET

RFID TECHNOLOGY

DVDsWEB

BROWSERS

… and future stories of success!

CLEAN WATER

SMART HOUSE

SMALL BATTERIES AND FUEL CELLS

ENERGY COST + EFFICIENCY

ELECTRIC CARS

SUPERSONIC PLANES

PERSONALIZED INFORMATION

NEW FORMS OF ENTERTAINMENT

GENETIC DISEASE PREDICTION

ARTIFICIAL HEARTS

NEW WAYS OF SHOPPING

NEW DRUGS TO CURE AIDS OR

CANCER

SEMANTIC SEARCH

UNLIMITED ACCESS AND

SPEED TO DATA

MOBILE PAYMENT

Vs. Vs.

Original Copycat Copy-Copycat

Do you have to invent something?

Speed to wealth:No. of years until first 1st billion dollars made

Jay Walker

Marc Zuckerberg

S. Brin/L. Page

Bill Gates

Warren Buffet

Henry Ford

John D. Rockefeller

0 5 10 15 20 25 30

2

4

8

12

19

23

25

Eco-System

Risks

Execution

Business Model

Value Chain of founding

Time-to-market

Internationalization

Industrial Farming of Startups

15 Lessons

04/10/2023 17

Good

idea.

Hire the best.

04/10/2023 19

Timing.

Focus?

Be brave.

Learnfrommistakes.

Lemming effect. Beware!

Rightfunding.

Money Money

Aimhigh!

Only 1/10

work.

The 90-90 rule

“Robin Hood” “Sheriff of Nottingham”

You need a story.

Consultant-only start-upsdon’t work.

Network!

Don’t be overoptimistic.

Don’t be too creative…