Le Fonds Franco-Chinois Innovation a été inauguré le 28 août 2015 par Bpifrance, CDB Capital et Cathay Capital

1. Introduction to Cathay Innovation

2. What Cathay Innovation is
A venture capital fund investing globally in startups related to the mobile internet revolution
A partner well established in China / Europe / USA, with a global vision about the evolution of
the global digital economy
An investor bridging entrepreneurs with an extensive network of peers entrepreneurs, high
level relationships, and deep collaborations with some large corporations
A passionate and supportive team with the track record to back and help great entrepreneurs
to build global digital companies

3. Chinese startups can lead the world
The most advanced country about inventing new business models and scaling
infrastructures at minimum cost
The Chinese digital ecosystem is the most competitive and sophisticated in the world
The entrepreneurs who succeed in China are extremely competitive, innovate, and
make great products
Huge scale and financing power

4. Chinese startups can increase their global achievements
Alibaba and Tencent are global and invested very importantly in the U.S.A.
Alibaba trades much more goods volume than Amazon, and does very low percentage
of its revenues outside home market compared to Amazon
Tencent / Wechat invented the concept of messaging platform driving on-demand
services, but Facebook and others are currently leading the market outside China
Cathay Innovation is designed to help Chinese startups to reach their full potential
globally

5. French Tech could be a great partner for China in Europe
France is the most represented European country in the Deloitte Technology Fast 500
with 86 companies
There is now a stream of Unicorns as Criteo or Blablacar
France is very competitive in big data, internet, internet of things, software building –
domains of particular interest for the Chinese ecosystem
French tech could be a good partner to bridge with Europe, while China could bring
more scale for European startups

6. Bridging simultaneously Europe-China-US is unique
Cathay Innovation is the only fund with the reach to support efficiently the same startup in
Europe, China, and in the U.S. This is done by an integrated fund who has the track
record, the networks and the scale in those three markets
In Silicon Valley, nobody else supports US startups expansion both in Europe and China
Only Cathay Innovation can help European startups to expand both in the US and
Chinese markets, and be able to advise them about the timing
Chinese companies need help to go in Western markets, and there is a lot of thirst in the
Chinese ecosystem for a Tier1 investor able to help efficiently

7. Cathay Innovation is investing in fast growing digital markets
7
*2020
Industry
Total
Value
Projec6ons
(Projected
Revenue*
at
Conserva4ve
Industry
Mul4ples)
Sources:
IDC,
Gartner,
Goldman
Sachs,
Wohlers
Associates,
Yahoo
Finance.
Realized
Value
2020
Market
Potential
Internet of Things Security Cloud
SaaS Mobile Big Data
$4.5T*
$1T*
$1.2T*
$400B*
$2T*
$330B*
Note: from Sierra ventures

8. Digital is disrupting industries larger than digital markets
0
200
400
600
800
1000
1200
1400
Total Global market (Billion $)
SN ads APPS
SAAS software
PC
Smartphones
CARS

9. Example of disruption in the automotive industry
Electricity / gazoline
More standard harware
Self driving
Self parking
On demand VS ownership
Pollution Reduction
More safety VS cybersecurity
Traffic flows to change
Infrastructure optimization
Multimodality
More free time

10. Strategic venture capital adds corporate value
Cathay Innovation has an extensive network in various industries, and promotes deep and
specific collaborations with a few large corporates, to innovate as digital natives
The team has an outstanding track record about building meaningful strategic partnerships
between startups and large corporates
Each part of the world has his best domains, and Cathay Innovation can link his corporate
partners to local innovation on a global level
Mixing the advantages of corporate venture and pure venture capital on a global scale,
Strategic venture is highly efficient for invested startups and stakeholders

11. Global Strategic venture capital in a digital world
§ Investment in mobile internet startups
§ Sharing globally between each location
§ Portfolio business development
§ Leveraging deep relationships with powerful corporates

12. One team – One world
for the
mobile internet Revolution