1. For Investors, Government and Professional Advisors
Presented by Geoffrey Hansen
gchansen@rocketbuilders.com
January 26th 2010 Content Copyright 2010, Rocket Builders 1
2. Agenda
What is “Ready to Rocket”?
2009 Perspectives
Industry and Economy
B.C. Milestones
Ready to Rocket Company Performance
2010 Outlook
Industry and Economy
Unveiling the 2010 Ready to Rocket List
Unveiling the 2010 Emerging Company Showcases
by Sector
January 26th 2010 Content Copyright 2010, Rocket Builders 2
3. Ready to Rocket
Ready to Rocket is a unique business
recognition list that profiles B.C.
technology companies with the greatest
potential for revenue growth. This is the
only predictive recognition list of its kind.
"Ready to Rocket" is a trademark of Rocket
Builders, a respected management
consulting firm servicing the technology
industry.
January 26th 2010 Content Copyright 2010, Rocket Builders 3
4. Value Creation in Tech Sector
Value Statistics Source: Saratoga Venture Finance
6 in 1M 60 in 10,000 1 in 10
make it make it to make it
to IPO IPO to IPO
Idea Startup Development Growth Maturity
Ready to Rocket
Seed Venture Capital Mezzanine IPO
Stage of Development
January 26th 2010 Content Copyright 2010, Rocket Builders 4
5. Ready to Rocket?
A Ready to Rocket company is:
Providing valuable proven technology (ideally, a “must have”
enabler or pain reliever) to addressable markets
Positioned for superior revenue growth in the coming
calendar year
Leveraging powerful market trends
Revenue levels and minimum growth rates:
Less than $1M, need greater than 80% growth potential
$1M to $2M, need greater than 60% growth potential
$2M to $5M, need greater than 40% growth potential
>$5M, need greater than 30% growth potential
>$20M, too big for this recognition list
January 26th 2010 Content Copyright 2010, Rocket Builders 5
8. Industry and Economy
ITSector Growth Continues Slow Growth in
North America
Global economy faces challenges
Global currencies fluctuating
Consolidation occurs among information
technology vendors
January 26th 2010 Content Copyright 2010, Rocket Builders 8
9. B.C. Milestones
RenaissanceFund
New Funds Raised by
Yaletown Venture Partners
Chrysalix
Growing Angel Investments
January 26th 2010 Content Copyright 2010, Rocket Builders 9
10. 2009 Ready to Rocket
Investment Outcomes
40% received investments in 2009
1 company acquired
Overall List
Over 150 Million in revenue
Over 900 Employees
January 26th 2010 Content Copyright 2010, Rocket Builders 10
11. 2009 Ready to Rocket
Revenue Performance
Range -10% to >300%
Median Growth 40% (down from 50%)
Average Growth 75% (down from 100%)
Employee Growth
Average Headcount Growth Rate 11%
Across 25 companies, 88 new employees
January 26th 2010 Content Copyright 2010, Rocket Builders 11
14. Industry and Economy
ITSector Growth back up to 5% to 6%
growth (2005 levels), But Many Vertical or
Niche Segments with Breakthrough
Potential
Must assume currency unpredictability
Cleantech investment growth, channels
developing
January 26th 2010 Content Copyright 2010, Rocket Builders 14
16. Selection Process
Over 100 companies reviewed, only 25
selected
Zero growth 2009 did not preclude
selection for 2010
Asked some hard questions given
economic uncertainty
January 26th 2010 Content Copyright 2010, Rocket Builders 16
17. Mapping Out Future Growth
Ready to Rocket
Emerging Company
Showcase
Emerging
Technology
Research Profiles
January 26th 2010 Content Copyright 2010, Rocket Builders 17
18. Ready to Rocket 25
Advanced Ecommerce Research Systems In Motion Technology Inc.
Antarctica Digital Marketing Ltd. Inetco Systems Ltd
Aquatic Informatics Inc. MetroLeap Media
Avigilon Corporation Pulse Energy, Inc
Axia Software Corporation RX Networks Inc.
Bycast Inc. Sempa Power Systems Ltd.
Carbonetworks Corporation Tantalus Systems Corporation
Clevest Solutions Inc TenDigits Software Inc.
Colligo Networks Inc. Teradici Corporation
Conasys Consumer Assurance Systems Vivonet Inc
Contigo Systems Inc.
Digital Payment Technologies
Fit Brains (Vivity Labs Inc)
GenoLogics Life Science Software Inc.
Guard RFID Solutions
January 26th 2010 Content Copyright 2010, Rocket Builders 18
19. Sectors of Interest
Information
Internet, Technology and
Wireless & New Communications
Media (ICT)
BioTech /
CleanTech
HealthTech
January 26th 2010 Content Copyright 2010, Rocket Builders 19
20. Selection Process
Examine the sector, develop list of
condidates (no formal nomination
process)
Identify Companies with Interesting
Technology that:
Have Clarity of Target Market
Have Clarity of Business Model
Primed for Milestone Deals
Primed for Investment
Future Potential for R2R
January 26th 2010 Content Copyright 2010, Rocket Builders 20
21. BioTech/HealthTech
“The diversity of the companies on this list reflect
the breadth of the health and life science
technologies being developed and utilized by
various industry sectors. The companies Thealzel Lee,
operating in the healthcare sectors are driven by Senior Partner
the rise in consumer demand for personalized
medicine and the consolidation of Big Pharma
facing expiring patents and increasing R&D costs.
Drug development companies will receive major
investments, cement key partnerships and reach
critical regulatory milestones. Medical device
companies will also garner major investments
and will generate their first revenues as a result
of key supplier and customer relationships.”
January 26th 2010 Content Copyright 2010, Rocket Builders 21
22. Commercialization Rockets
BioTech Companies with Breakthrough
Year Upcoming:
Xenon Pharmaceuticals Inc.
Sirius Genomics Inc.
enGene, Inc.
January 26th 2010 Content Copyright 2010, Rocket Builders 22
23. BioTech/HealthTech
HealthSpace Integrated Solutions Ltd.
LightIntegra Technology Inc.
Inimex Pharmaceuticals Inc.
Zymeworks Inc.
Cogent Health Solutions Inc.
Kardium Inc.
ARC Pharmaceuticals Inc.
January 26th 2010 Content Copyright 2010, Rocket Builders 23
24. Information Technology
Cleantech Dave Thomas,
Senior Partner
Internet, Wireless & New
Media
January 26th 2010 Content Copyright 2010, Rocket Builders 24
29. More Details
See http://www.readytorocket.com
TWITTER: @readytorocket
HASHTAG: #R2R
January 26th 2010 Content Copyright 2010, Rocket Builders 29
30. Notice
Copyright 2010 Rocket Builders Canada Limited.(“Rocket
Builders”). All Rights Reserved.
This presentation is provided to you solely for informational
purposes and does not constitute conveyance of any intellectual
property rights.
Rocket Builders has created materials, methodologies and
practices that are proprietary. All intellectual property
associated with these works and any derivative works that come
as a result of any Client engagement shall remain the property
of Rocket Builders.
This presentation may not be reproduced or redistributed, in
whole or in part, without the prior consent of Rocket Builders.
January 26th 2010 Content Copyright 2010, Rocket Builders 30