1.
Providing the Missing Link
What I See in Silicon Valley in
2013/2014
Page 1
TransLink Capital proprietary

2.
Providing the Missing Link
“Collaborative Venture Model”
Business Trends: The Next Wave?
Drivers
•
•
1970’s
1980’s
Agility
•
1950’s
Scalability
Cost
1990’s
2000
Present/Future
Page 2
TransLink Capital proprietary

3.
Providing the Missing Link
Companies above $1 Billion Valuation
Silicon Valley continues to be the center of global innovation
Page 3
TransLink Capital proprietary

4.
Providing the Missing Link
VC Funding Remains Robust
Page 4
TransLink Capital proprietary

5.
Providing the Missing Link
VC-Backed Exits are Steady
Page 5
TransLink Capital proprietary

6.
Providing the Missing Link
The Opportunity: The Missing Link
LEADING TECHNOLOGY
COMPANIES IN ASIA
The World Is Flat: A Brief History of the Twenty-First Century, is
an international bestselling book by Thomas L. Friedman
BEST OF BREED TECHNOLOGY
START-UPS
Page 6
TransLink Capital proprietary

7.
Providing the Missing Link
Takeaways and the TransLink Opportunity
•
Silicon Valley continues to be the center of technology innovation
•
Trend = Mobile, Social and Cloud
•
Power shift from the old to the new in both consumer and enterprise
•
Asia is becoming increasingly relevant; both partnerships, end-market
•
Very few US venture capital firms can help their portfolio companies reach
their first partners and customers in Asia
Significant and growing business opportunity for TransLink to
bridge Silicon Valley and Asia; Japan/Korea/Greater China
Page 7
TransLink Capital proprietary

8.
Providing the Missing Link
“Collaborative Venture Model”
BD Activity
Due Diligence
“Asian Insight"
to better
Selection
Quality Deal
Flow
Relevant
Investment
Themes
Complementary
Strategic
Investors
Experienced
Team
Page 8
TransLink Capital proprietary

9.
Providing the Missing Link
TransLink Investments by Sector
Cloud
Mobile
Social
Page 9
TransLink Capital proprietary

10.
Providing the Missing Link
Recent Exits at TransLink
IPO on August 11, 2011
(NASDAQ: CARB)
January, 2012
August, 2012
August, 2012
IPO on August 7, 2013
(NYSE: YUME)
IPO on September 25, 2013
(NASDAQ: MONT)
Page 10
TransLink Capital proprietary

11.
Providing the Missing Link
Investing Along the Themes
Bridging the gap between Silicon Valley and early adoptors in Asia
Investment Themes
•
Mobile
•
Cloud
•
Social
•
Green IT
Our Observations/Market Drivers
•
•
•
Consumer to enterprise
New devices
New business models - Wellness
•
•
•
Data Explosion
Open Source
Commoditization of HW
•
•
•
Changing consumer behavior
Anytime, anywhere
New form entertainment
•
•
•
Placing our Bets
Increasing public awareness
Affordable technology
Government encouragement
Page 11
TransLink Capital proprietary

12.
Providing the Missing Link
Gartner: Strategic Technology Trends for 2014
Page 12
TransLink Capital proprietary

13.
Providing the Missing Link
Next Steps
Begin to plan expansion possibilities of the TransLink platform
Market Entry
Social Mobile Cloud
Partnerships
Page 13
TransLink Capital proprietary

14.
Thank you !
TransLink Capital Partners
228 Hamilton Avenue Suite 210, Palo Alto, CA, 94301
Telephone: 650-330-7353
Facsimile: 650-330-7351
www.translinkcapital.com
Page 14
TransLink Capital proprietary