500 Startups Update + VC 101 (Investor Education)
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Transcript of 500 Startups Update + VC 101 (Investor Education)
500 Startups VC101 Education
Aug 11, 2015
#500STRONG• Team of 75 people, 15 countries, 20+ languages
• $190M under management with $130M deployed • 1200 companies across all funds
• >300 companies started outside the US • >300 companies with women co-founders • >150 companies with women CEOs
• Companies have raised $3B+ in additional capital
#500FUNDS
Fund I Jul 2010
$29M
Fund II Apr 2012
$45M
Fund III Oct 2013
$85M
MexicoMay 2013
$3M
MobileNov 2014
$10M
SE AsiaFeb 2014
$10M
Korea May 2015
$15M
ThailandJul 2015
$10M
FI Annex Jan 2013
$4M
3 Unicorns>$1B in Value
25+ Centaurs >$100M in Value
250 - 300 Ponies>$10M in Value
#500STABLE
#500UNICORNS
TWILIO GRAB TAXICREDIT KARMA
#500CENTAURSBarkbox Intercom Ipsy Life360 Peertransfer Plangrid Remind Sendgrid Smule Sprig
Makerbot ($400M) Wildfire ($350M) Viki ($200M) Behance ($150M) Simple ($117M) Sunrise (100M)
StyleSeat TalkDesk The RealReal Tradesy Udemy Virool VivaReal Vungle WePay Womply
EXITS
+ MOAR COMING
#500TEAM (75 people)500 TEAM % #Investment 28% 21Operations 25% 19Accelerator 21% 16Distro/ Growth 17% 13Mktg / Events 8% 6TOTAL 100% 75
Gender % #Male 57% 43Female 43% 32
Geo % #USA 65% 49INTL 35% 26
#500DISTRO• Distro Team: in-house
growth team - 13 people
• Distro Program : London, Miami, Taipei, Dubai, KL, Hong Kong + MOAR.
• WMD.co: conference on growth mktg & distribution
#500SyFyBazillion Dollar Club
http://www.syfy.com/BazillionDollarClub @BazillionSyfy
Debuts Sep 22nd 2015 on
#500SyFy
(Portfolio) SIZE MATTERS
Q: Chances of unicorn in avg VC portfolio of 15-40 companies? /
a) 1% b) 2% c) 5%
d) 10%
e) ZERO
Chances of spotting unicorn = Industry Avg = ~1% (after min 5 yrs) /
If portfolio size = 15 companies /
/ If portfolio size = 30 companies
/ If portfolio size = 100 companies
/ Optimal portfolio size
a) 20 – 30 (NO guarantee of ANY Unicorns) b) 50 – 100 (SOME Centaurs, MAYBE 1 Unicorn)
c) 200 – 500 (MANY Centaurs, SEVERAL Unicorns)
#500VCs2-Week Investor Course with 500 Startups and Stanford
(FIRST CLASS- MAY 2015 – DONE!)
• Education program for angels, micro VCs, corporates and family offices who want to learn the Silicon Valley playbook
• 35 Students, 50% female - India, Vietnam, Germany, Pakistan, Iceland, Brazil, Malaysia, South Korea, UAE, Russia, Taiwan, Jamaica
#500VCs
How to build investment thesis
Meet REAL startup founders and conduct selection
Connection with Silicon Valley investors and mentors
Legal docs: cap table and standard terms
How to generate deal flow Trends and relevant area of investments