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TransLink Capital proprietary
Page 1
Providing the Missing Link
What I See in Silicon Valley in 2013/2014
TransLink Capital proprietary
Page 2
Providing the Missing Link
“Collaborative Venture Model”
1950’s 1970’s 1980’s 1990’s 2000Present/Future
Business Trends: The Next Wave?
Drivers
• Scalability
• Agility
• Cost
TransLink Capital proprietary
Page 3
Providing the Missing Link
Companies above $1 Billion Valuation
Silicon Valley continues to be the center of global innovation
TransLink Capital proprietary
Page 4
Providing the Missing Link
VC Funding Remains Robust
TransLink Capital proprietary
Page 5
Providing the Missing Link
VC-Backed Exits are Steady
TransLink Capital proprietary
Page 6
Providing the Missing Link
The Opportunity: The Missing Link
LEADING TECHNOLOGY COMPANIES IN ASIA
BEST OF BREED TECHNOLOGY START-
UPS
The World Is Flat: A Brief History of the Twenty-First Century, is an international bestselling book by Thomas L. Friedman
TransLink Capital proprietary
Page 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
TransLink Capital proprietary
Page 8
Providing the Missing Link
“Collaborative Venture Model”
Experienced Team
Quality Deal Flow
BD Activity Due Diligence
“Asian Insight" to better Selection
Complementary Strategic Investors
Relevant Investment
Themes
TransLink Capital proprietary
Page 9
Providing the Missing Link
TransLink Investments by Sector
Mobile Cloud
Social
TransLink Capital proprietary
Page 10
Providing the Missing Link
Recent Exits at TransLink
January, 2012
August, 2012
August, 2012
IPO on August 7, 2013 (NYSE: YUME)
IPO on August 11, 2011 (NASDAQ: CARB)
IPO on September 25, 2013 (NASDAQ: MONT)
TransLink Capital proprietary
Page 11
Providing the Missing Link
Bridging the gap between Silicon Valley and early adoptors in Asia
Investing Along the Themes
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
• Increasing public awareness• Affordable technology• Government encouragement
Placing our Bets
TransLink Capital proprietary
Page 12
Providing the Missing Link
Gartner: Strategic Technology Trends for 2014
TransLink Capital proprietary
Page 13
Providing the Missing Link
Next Steps
Begin to plan expansion possibilities of the TransLink platform
Mobile CloudSocial
Market Entry
Partnerships
TransLink Capital proprietary
Page 14
Thank you !
TransLink Capital Partners228 Hamilton Avenue Suite 210, Palo Alto, CA, 94301
Telephone: 650-330-7353Facsimile: 650-330-7351
www.translinkcapital.com
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