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CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
HOW SHOULD STARTUPS EMBRACE THE TREND OF IOT AND
BIG DATA
APRIL 2017 CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
OUTLINE
Introduction - state of the industry
IOT
Big Data
AI
Investment in Consumer Hardware
Success stories in the intersection of IoT, Big Data & AI
Core takeaways
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
Source: http://www.gartner.com/newsroom/id/3412017
GARTNER’S HYPE CYCLE - AUGUST 2016
Connected
Home
IOT Platform
Commercial
UAVs
Smart Data
Discovery
ML
Autonomous driving
VR
AR
5-10 years adoption
2-5 years
adoption
10+ years
adoption
IOT Platforms &
Smart Data
Discovery on
the rise
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
IOT: Investments & Trends
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
MATURING IOT INVESTMENT SPACE
Source: https://techcrunch.com/2017/01/06/as-connected-hardware-matures-investors-pour-more-funding-into-fewer-companies/
More capital
flowing to later
stage IoT
companies:$1.3B
invested in 174
deals
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
IOT IS THE NETWORK OF PHYSICAL OBJECTS THAT CONTAIN
EMBEDDED TECHNOLOGY TO COMMUNICATE AND SENSE OR
INTERACT WITH THEIR INTERNAL STATES OR THE EXTERNAL
ENVIRONMENT.
Forecast of global IOT market development,
2010-2020
0
100
200
300
400
2010 2013 2015 2020
359
1099882
34
161413
Market volume of connected devices, bln.pcs
Market volume by cost of devices, bln.USD
IOT
Source: J’son & Partners Consulting
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
THE MOST FUNDED BUSINESS MODELS IN IOT
0
450
900
1350
1800
IOT PLATFORMS IOT NETWORKS HARDWARE MODULES SOFTWARE MODULES SECURITY IOT
521 US$
54 US$
774 US$
908 US$
1 800 US$
296 60 209 63
# OF STARTUPS IN
2008-16
Top Business Models in IOT by Funding (US$ M)
Source: Tracxn
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
1. IOT PLATFORMS. BUSINESS MODELS DESCRIPTION.
DEVICE
MANAGEMENT
PLATFORM
APPLICATION
DEVELOPMENT
PLATFORMS
NETWORK
MANAGEMENT
PLATFORMS
END TO END
PLATFORMS
ANALYTICS
PLATFORM
Companies that
provide cloud-
based platforms for
managing devices
connected for IoT
applications
Companies that
provide cloud-based
platforms for
developing and
enabling
applications for IoT
Companies that
provide cloud-based
platforms for
managing network
connectivity and
device provisioning
Companies that
provide E2E platform
for connectivity,
device management
and application
development
Companies that
provide analytical
platform to analyse
and provide business
intelligence to sensor
or device data
$36M $44M $205M $124M $123M
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
IOT PLATFORMS BY FUNDING, US $
0
175
350
525
700
DEVICE
MANAGEMENT
PLATFORM
APPLICATION
DEVELOPMENT
PLATFORMS
NETWORK
MANAGEMENT
PLATFORMS
END TO END
PLATFORMS
ANALYTICS
PLATFORM
170M214M
281M
399M
680M
Source: Tracxn
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
IOT INFRASTRUCTURE. TOTAL FUNDING, US $
Source: https://svds.com/trends-data-driven-iot/
41
48
28
22
19 2
# OF ROUNDS
0
125
250
375
500
Q1 Q2 Q3 Q4
125m147m
427m
195m
300m
259m
2016 2017
N/A N/A
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
2. IOT NETWORKS
NETWORK PROVIDER MESH NETWORK
WIRELESS AND CONNECTIVITY
PROVIDERS WHICH ENABLE
NETWORKING OF IOT, THIS INCLUDES
THE UNLICENSED SPECTRUM
PROVIDERS LIKE SIGFOX AS WELL AS
LICENSED SPECTRUM PROVIDERS
DEVICES AND SOLUTIONS PROVIDERS
BASED ON NETWORK LINKS THROUGH
WIRELESS SURROUNDING NODES. THIS
INCLUDES PROVIDERS FOR VARIOUS
APPLICATIONS LIKE SMART CITIES,
SMART HOMES AND MESSAGING
$712M $196M
Source: Tracxn
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
0
75
150
225
300
HARDWARE LEVEL SECURITY NETWORK LEVEL SECURITY
M226 US$
M296 US$
3. IOT SECURITY
HARDWARE LEVEL
SECURITY
NETWORK LEVEL
SECURITY
Source: Tracxn
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
Big Data: Investments & Trends
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
BIG DATA INVESTMENTS: MATURITY & DECREASING INVESTMENTS
APPLICATION
DISTRIBUTED
FILE SYSTEM
ANALYTICAL
PROCESSING
MANAGEMENT
TOOLS
BIG DATA
STACK
TOP BUSINESS
MODELS
OPERATIONAL
PROCESSING
REALTIME
PROCESSING
GENERAL
PURPOSE
0
500
1000
1500
2000
0
17,5
35
52,5
70
2012 2013 2014 2015 2016
TOTAL FUNDING # OF COMPANIES
1 100m
727m
2 000m
1 700m
421m
37
58
54
67
5959
67
54
58
37
Total Funding of Big Data Industry (US$)
Source: Tracxn
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
BIG DATA INFRASTRUCTURE. TOTAL FUNDING, US $
Source: https://svds.com/trends-data-driven-iot/
0
65
130
195
260
Q1 Q2 Q3 Q4
100m
151m 146m
125m
197m
254m
2016 2017
N/A N/A
# OF ROUNDS38
21
42
2
27
33
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
TOP BUSINESS MODELS IN BIG DATA RANKED BY AMOUNT OF
FUNDING, US $
0
1000
2000
3000
4000
BIG DATA
STACK
OPERATIONAL
PROCESSING
ANALYTICAL
PROCESSING
MANAGEMENT
TOOLS
REALTIME
PROCESSING
APPLICATION GENERAL
PURPOSE
DISTRIBUTED
FILE SYSTEM
24M73M175M263M
782M
949M
1 400M
3 200M
Source: Tracxn
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
AI: Investments & Trends
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
AI IS STATE-OF-THE-ART MEDIA TREND
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
AI & DATA - WHY NOW?
Increasing computing performance & improving image/speech
recognition accuracy in 2010-2016
Source: Nvidia Report
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
AI VENTURE FUNDING BY SECTORS (US$ M)
ML/DL (apps)
NLP
Computer
vision
(general)
Smart robots
Virtual
personal
assistants
0 750 1500 2250 3000
Source: Venture Scanner (2016)
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
Consumer Hardware
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
TRENDS ARE REVERSE IN CONSUMER HARDWARE, BUT SECTOR IS
MATURING
0
1250
2500
3750
5000
2015 2016
1 2981 497
4 068
3 102
Global US
•Funding in consumer
hardware in the US
dropped by 13% due
to less seed rounds
• Global consumer
hardware investment
grew by over 30% -
driven by Asia &
other regions
+30%
-13%
Consumer Hardware Investment in the US & Globally (US$ M)
Source: Tracxn
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
Success Stories in the intersection of IOT, Big Data, AI &
Consumer Electronics
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
BUSINESS MODELS IN CONNECTED HARDWARE BY INDUSTRIES
HOME SECURITY: RING, TILE, SMART CAMERAS
FITNESS: PELOTON
SAFETY MONITORING: OWLET BABY CARE
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
RING - VIDEO DOORBELL
Doorbell + video surveillance
Price: $199 - 249
Subscription: $3/month or more
0
30
60
90
120
2016
18
120
Sales Subscription
Revenue in 2016 (US$ M)
Source: Fortune
$200M
capital raised
2016: sold
600,000
devices
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
PELOTON - HOME CYCLE
0
40
80
120
160
lifetime
35
150
Sales
Subscription (annual)
Revenue through lifetime(US$ M)
Bicycle price - $2,000
Subscription: $39 per month for more than
4,000 different workouts
+ instructors
0.3% churn
Source: Techcrunch
$120M
capital raised
2016: 75,000
users
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
AMAZON ECHO - LACK OF FEATURES WITHOUT SUBSCRIPTION
Access to music (Amazon
service) and orders from
Amazon through this
platform is available only
via subscription $99/month
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
Source: http://www.businessinsider.com/amazon-echo-sales-figures-stats-chart-2016-12
ESTIMATED WORLDWIDE UNITS SALES
0
1,5
3
4,5
6
2015 2016
5,2m
2,4m
AMAZON ECHO SALES DOUBLES, ALEXA SKILLS MULTIPLIED BY 5X
SKILLS AVAILABLE IN THE
ALEXA SKILLS STORE
0
1500
3000
4500
6000
Q2'16 Q3'16 Q4'16
5 100
3 100
1 0001 000
3 100
5 100
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
TILE
0
30
60
90
120
lifetime
54
112
Sales
Subscription (annual)
Revenue through lifetime(US$ M)
Price: $25
Subscription: $1 / month
+ developed a platform - smart location
network
2016: 4,5 million
users
$34M
capital raised
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
OWLET BABY CARE
0
5
10
15
20
lifetime
20
Sales
Revenue through lifetime(US$ M)
Price: $299
Care plan subscription: $50 /
year
2016: 60,000
devices
Source: Forbes, Wearable, CNBC
$24M
capital raised
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
Ruvento Portfolio Case Studies
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
COLLECT & ANALYZE SLEEP
DATA
RUVENTO PORTFOLIO CASE STUDIES
COLLECT UNIQUE DATA
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
TIME MANAGEMENT SOFTWARE
& TRACKING DEVICE
RUVENTO PORTFOLIO CASE STUDIES
CYCLING DATA COLLECTION
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
What’s Next for Startups?
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
• Companies in the intersection of IoT, AI & Big Data are the
next big trend: Big Data and IoT alone are becoming
mature
• Value of IoT for AI & Big Data: ability to collect unique &
large volumes of data
• Data subscription services in consumer IoT are best
monetised in home security, monitoring and safety (Ring,
all cameras, Owlet), as well as fitness (Peloton)
• IoT combined with AI & Big Data have wider opportunities
to monetise if built as IOT platform (Ayla)
DATA- & AI- DRIVEN IOT COMPANIES ARE THE NEXT TREND
IOT
AI
BIG DATA
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
IOT CONNECTIVITY PLATFORM: AYLA
Source: Forbes, Wearable, CNBC
Ayla helps solve connectivity issues
in IoT devices - through Ayla-cloud.
Business model:
Charge device developers per
transaction.
Sell Ayla-modified chips
Guarantee high quality & connectivity.
$64M
capital raised
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
CYBERSECURITY PLATFORMS
CYBERSECURITY FOR CONNECTED DEVICES:
- security chip integrated in a device (Afero, raised
$20M+)
- software
Hackers took over 100,000 devices in Q4-2016
(CBNC).
This problem is especially acute for connected and
autonomous cars.
According to Gartner, still large portion of users
concerned with privacy & security issues.
Cybersecurity business models are
recurring subscription plans and
software sale
Source: https://techcrunch.com/2016/01/28/security-and-privacy-standards-are-critical-to-the-
success-of-connected-cars/
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
• Use end-to-end, security and other platforms
that make development faster & more reliable
• Costs may be higher but can significantly
reduce development team and avoid painful UX
issues for users
• Integrate AI algorithms on top of unique &
valuable datasets - opportunity to build
interesting business case and subscription
model
RECOMMENDATION FOR STARTUPS IN IOT & CONNECTED HARDWARE
CONFIDENTIAL AND PROPRIETARY
© 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
THANK YOU!
Reach us at vs@ruvento.com

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How should startups embrace the trend of IoT and Big Data

  • 1. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. HOW SHOULD STARTUPS EMBRACE THE TREND OF IOT AND BIG DATA APRIL 2017 CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved.
  • 2. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. OUTLINE Introduction - state of the industry IOT Big Data AI Investment in Consumer Hardware Success stories in the intersection of IoT, Big Data & AI Core takeaways
  • 3. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. Source: http://www.gartner.com/newsroom/id/3412017 GARTNER’S HYPE CYCLE - AUGUST 2016 Connected Home IOT Platform Commercial UAVs Smart Data Discovery ML Autonomous driving VR AR 5-10 years adoption 2-5 years adoption 10+ years adoption IOT Platforms & Smart Data Discovery on the rise
  • 4. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. IOT: Investments & Trends
  • 5. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. MATURING IOT INVESTMENT SPACE Source: https://techcrunch.com/2017/01/06/as-connected-hardware-matures-investors-pour-more-funding-into-fewer-companies/ More capital flowing to later stage IoT companies:$1.3B invested in 174 deals
  • 6. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. IOT IS THE NETWORK OF PHYSICAL OBJECTS THAT CONTAIN EMBEDDED TECHNOLOGY TO COMMUNICATE AND SENSE OR INTERACT WITH THEIR INTERNAL STATES OR THE EXTERNAL ENVIRONMENT. Forecast of global IOT market development, 2010-2020 0 100 200 300 400 2010 2013 2015 2020 359 1099882 34 161413 Market volume of connected devices, bln.pcs Market volume by cost of devices, bln.USD IOT Source: J’son & Partners Consulting
  • 7. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. THE MOST FUNDED BUSINESS MODELS IN IOT 0 450 900 1350 1800 IOT PLATFORMS IOT NETWORKS HARDWARE MODULES SOFTWARE MODULES SECURITY IOT 521 US$ 54 US$ 774 US$ 908 US$ 1 800 US$ 296 60 209 63 # OF STARTUPS IN 2008-16 Top Business Models in IOT by Funding (US$ M) Source: Tracxn
  • 8. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. 1. IOT PLATFORMS. BUSINESS MODELS DESCRIPTION. DEVICE MANAGEMENT PLATFORM APPLICATION DEVELOPMENT PLATFORMS NETWORK MANAGEMENT PLATFORMS END TO END PLATFORMS ANALYTICS PLATFORM Companies that provide cloud- based platforms for managing devices connected for IoT applications Companies that provide cloud-based platforms for developing and enabling applications for IoT Companies that provide cloud-based platforms for managing network connectivity and device provisioning Companies that provide E2E platform for connectivity, device management and application development Companies that provide analytical platform to analyse and provide business intelligence to sensor or device data $36M $44M $205M $124M $123M
  • 9. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. IOT PLATFORMS BY FUNDING, US $ 0 175 350 525 700 DEVICE MANAGEMENT PLATFORM APPLICATION DEVELOPMENT PLATFORMS NETWORK MANAGEMENT PLATFORMS END TO END PLATFORMS ANALYTICS PLATFORM 170M214M 281M 399M 680M Source: Tracxn
  • 10. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. IOT INFRASTRUCTURE. TOTAL FUNDING, US $ Source: https://svds.com/trends-data-driven-iot/ 41 48 28 22 19 2 # OF ROUNDS 0 125 250 375 500 Q1 Q2 Q3 Q4 125m147m 427m 195m 300m 259m 2016 2017 N/A N/A
  • 11. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. 2. IOT NETWORKS NETWORK PROVIDER MESH NETWORK WIRELESS AND CONNECTIVITY PROVIDERS WHICH ENABLE NETWORKING OF IOT, THIS INCLUDES THE UNLICENSED SPECTRUM PROVIDERS LIKE SIGFOX AS WELL AS LICENSED SPECTRUM PROVIDERS DEVICES AND SOLUTIONS PROVIDERS BASED ON NETWORK LINKS THROUGH WIRELESS SURROUNDING NODES. THIS INCLUDES PROVIDERS FOR VARIOUS APPLICATIONS LIKE SMART CITIES, SMART HOMES AND MESSAGING $712M $196M Source: Tracxn
  • 12. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. 0 75 150 225 300 HARDWARE LEVEL SECURITY NETWORK LEVEL SECURITY M226 US$ M296 US$ 3. IOT SECURITY HARDWARE LEVEL SECURITY NETWORK LEVEL SECURITY Source: Tracxn
  • 13. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. Big Data: Investments & Trends
  • 14. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. BIG DATA INVESTMENTS: MATURITY & DECREASING INVESTMENTS APPLICATION DISTRIBUTED FILE SYSTEM ANALYTICAL PROCESSING MANAGEMENT TOOLS BIG DATA STACK TOP BUSINESS MODELS OPERATIONAL PROCESSING REALTIME PROCESSING GENERAL PURPOSE 0 500 1000 1500 2000 0 17,5 35 52,5 70 2012 2013 2014 2015 2016 TOTAL FUNDING # OF COMPANIES 1 100m 727m 2 000m 1 700m 421m 37 58 54 67 5959 67 54 58 37 Total Funding of Big Data Industry (US$) Source: Tracxn
  • 15. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. BIG DATA INFRASTRUCTURE. TOTAL FUNDING, US $ Source: https://svds.com/trends-data-driven-iot/ 0 65 130 195 260 Q1 Q2 Q3 Q4 100m 151m 146m 125m 197m 254m 2016 2017 N/A N/A # OF ROUNDS38 21 42 2 27 33
  • 16. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. TOP BUSINESS MODELS IN BIG DATA RANKED BY AMOUNT OF FUNDING, US $ 0 1000 2000 3000 4000 BIG DATA STACK OPERATIONAL PROCESSING ANALYTICAL PROCESSING MANAGEMENT TOOLS REALTIME PROCESSING APPLICATION GENERAL PURPOSE DISTRIBUTED FILE SYSTEM 24M73M175M263M 782M 949M 1 400M 3 200M Source: Tracxn
  • 17. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. AI: Investments & Trends
  • 18. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. AI IS STATE-OF-THE-ART MEDIA TREND
  • 19. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. AI & DATA - WHY NOW? Increasing computing performance & improving image/speech recognition accuracy in 2010-2016 Source: Nvidia Report
  • 20. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. AI VENTURE FUNDING BY SECTORS (US$ M) ML/DL (apps) NLP Computer vision (general) Smart robots Virtual personal assistants 0 750 1500 2250 3000 Source: Venture Scanner (2016)
  • 21. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. Consumer Hardware
  • 22. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. TRENDS ARE REVERSE IN CONSUMER HARDWARE, BUT SECTOR IS MATURING 0 1250 2500 3750 5000 2015 2016 1 2981 497 4 068 3 102 Global US •Funding in consumer hardware in the US dropped by 13% due to less seed rounds • Global consumer hardware investment grew by over 30% - driven by Asia & other regions +30% -13% Consumer Hardware Investment in the US & Globally (US$ M) Source: Tracxn
  • 23. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. Success Stories in the intersection of IOT, Big Data, AI & Consumer Electronics
  • 24. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. BUSINESS MODELS IN CONNECTED HARDWARE BY INDUSTRIES HOME SECURITY: RING, TILE, SMART CAMERAS FITNESS: PELOTON SAFETY MONITORING: OWLET BABY CARE
  • 25. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. RING - VIDEO DOORBELL Doorbell + video surveillance Price: $199 - 249 Subscription: $3/month or more 0 30 60 90 120 2016 18 120 Sales Subscription Revenue in 2016 (US$ M) Source: Fortune $200M capital raised 2016: sold 600,000 devices
  • 26. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. PELOTON - HOME CYCLE 0 40 80 120 160 lifetime 35 150 Sales Subscription (annual) Revenue through lifetime(US$ M) Bicycle price - $2,000 Subscription: $39 per month for more than 4,000 different workouts + instructors 0.3% churn Source: Techcrunch $120M capital raised 2016: 75,000 users
  • 27. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. AMAZON ECHO - LACK OF FEATURES WITHOUT SUBSCRIPTION Access to music (Amazon service) and orders from Amazon through this platform is available only via subscription $99/month
  • 28. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. Source: http://www.businessinsider.com/amazon-echo-sales-figures-stats-chart-2016-12 ESTIMATED WORLDWIDE UNITS SALES 0 1,5 3 4,5 6 2015 2016 5,2m 2,4m AMAZON ECHO SALES DOUBLES, ALEXA SKILLS MULTIPLIED BY 5X SKILLS AVAILABLE IN THE ALEXA SKILLS STORE 0 1500 3000 4500 6000 Q2'16 Q3'16 Q4'16 5 100 3 100 1 0001 000 3 100 5 100
  • 29. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. TILE 0 30 60 90 120 lifetime 54 112 Sales Subscription (annual) Revenue through lifetime(US$ M) Price: $25 Subscription: $1 / month + developed a platform - smart location network 2016: 4,5 million users $34M capital raised
  • 30. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. OWLET BABY CARE 0 5 10 15 20 lifetime 20 Sales Revenue through lifetime(US$ M) Price: $299 Care plan subscription: $50 / year 2016: 60,000 devices Source: Forbes, Wearable, CNBC $24M capital raised
  • 31. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. Ruvento Portfolio Case Studies
  • 32. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. COLLECT & ANALYZE SLEEP DATA RUVENTO PORTFOLIO CASE STUDIES COLLECT UNIQUE DATA
  • 33. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. TIME MANAGEMENT SOFTWARE & TRACKING DEVICE RUVENTO PORTFOLIO CASE STUDIES CYCLING DATA COLLECTION
  • 34. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. What’s Next for Startups?
  • 35. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. • Companies in the intersection of IoT, AI & Big Data are the next big trend: Big Data and IoT alone are becoming mature • Value of IoT for AI & Big Data: ability to collect unique & large volumes of data • Data subscription services in consumer IoT are best monetised in home security, monitoring and safety (Ring, all cameras, Owlet), as well as fitness (Peloton) • IoT combined with AI & Big Data have wider opportunities to monetise if built as IOT platform (Ayla) DATA- & AI- DRIVEN IOT COMPANIES ARE THE NEXT TREND IOT AI BIG DATA
  • 36. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. IOT CONNECTIVITY PLATFORM: AYLA Source: Forbes, Wearable, CNBC Ayla helps solve connectivity issues in IoT devices - through Ayla-cloud. Business model: Charge device developers per transaction. Sell Ayla-modified chips Guarantee high quality & connectivity. $64M capital raised
  • 37. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. CYBERSECURITY PLATFORMS CYBERSECURITY FOR CONNECTED DEVICES: - security chip integrated in a device (Afero, raised $20M+) - software Hackers took over 100,000 devices in Q4-2016 (CBNC). This problem is especially acute for connected and autonomous cars. According to Gartner, still large portion of users concerned with privacy & security issues. Cybersecurity business models are recurring subscription plans and software sale Source: https://techcrunch.com/2016/01/28/security-and-privacy-standards-are-critical-to-the- success-of-connected-cars/
  • 38. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. • Use end-to-end, security and other platforms that make development faster & more reliable • Costs may be higher but can significantly reduce development team and avoid painful UX issues for users • Integrate AI algorithms on top of unique & valuable datasets - opportunity to build interesting business case and subscription model RECOMMENDATION FOR STARTUPS IN IOT & CONNECTED HARDWARE
  • 39. CONFIDENTIAL AND PROPRIETARY © 2017 Ruvento Ventures Pte. Ltd. All rights reserved. THANK YOU! Reach us at vs@ruvento.com