31
DOCOMO の投資戦略を 語る 歯切れの悪い 資料 Mick Etoh, SVP of NTT DOCOMO CEO, NTT DOCOMO Ventures, Inc. CEO, DOCOMO Capital, Inc. CEO, Mirai Translate, Inc. 1

DOCOMO Innovations' investment tactics

Embed Size (px)

Citation preview

  • DOCOMO

    Mick Etoh, SVP of NTT DOCOMO

    CEO, NTT DOCOMO Ventures, Inc. CEO, DOCOMO Capital, Inc. CEO, Mirai Translate, Inc.

    1

  • 2

    Slideshare

  • [Harmonize]

    Evolve

    [Advance]

    [Relate]

    [Trust]

  • NTT2

    works

    4

  • 5

  • 6

  • 7

  • Hustler

    Hacker Designer

    8

  • 39WORKS

    39workAPI

    EIR

    PoC

    PoC R&D

    PF

    /

    PoC

    9

  • a.

    b. PoC PoC39works

    AWSPFPF

    c. B2B

    B2B

    B2CB2B)

    39works 3

    10

  • 11

  • 2015 DOCOMO Innovations, Inc. All Rights Reserved.

    DOCOMO InnovationsDOCOMO Capital

    12

  • 2015 DOCOMO Innovations, Inc. All Rights Reserved.

    13

  • 2015 DOCOMO Innovations, Inc. All Rights Reserved.

    Android &

    /

    (5G)

    14

  • 2015 DOCOMO Innovations, Inc. All Rights Reserved.

    /

    Chrome Android Post Smartphone

    15

  • 2015 DOCOMO Innovations, Inc. All Rights Reserved.

    1-2

    39works

    3-5

    Series B, C

    $500K - $2M

    16

  • 2015 DOCOMO Innovations, Inc. All Rights Reserved.

    Investment Strategy

    17

  • 2015 DOCOMO Innovations, Inc. All Rights Reserved.

    deal sourcing

    Make proposal to HQ

    VCs Conferences

    Personal

    Technology / Service of Startups

    External sourcesHunt Evaluate

    DOCOMO Strategy

    startups

    startupscandidate

    Propose several options how to integrate with startups

    Find and make partnership with Japanese company*

    (Example: Fab.com needs distribution function in Japan)

    New Service New Product

    Investment*

    Deal with HQ

    FarmingHunting

    DOCOMO

    Goal

    startups candidate

    Sustain

    VC outreach and proprietary deal-flow

    Selecting non core services that fit with mid term plan

    Finding partners to fill gaps Making a specific proposal to HQ

    Working with HQ and people which can take risks

    18

  • RROR()

    (PDCA)

    19

  • 2015 DOCOMO Innovations, Inc. All Rights Reserved.

    Enterprise App

    Financial

    Smart home

    Wearable

    Last Second Economy

    Security Healthcare

    Payment

    Mobile Cloud

    Web / Internet of Things

    Big data

    3D printing

    Education

    Bitcoin

    E-commerce

    Drone, Robots

    AI

    Social

    Sharing Economy Media

    What top VCs are saying about 2014

    20

  • 2015 DOCOMO Innovations, Inc. All Rights Reserved.

    VC7 (Google VenturesAndreessen HorowitzBenchmark CapitalKleiner Perkins Caufield & ByersNew Enterprise AssociatesSequoia CapitalAccel Partners)20132014793

    Enterprise (B2B)

    Consumer Internet (B2C or B2B2C)

    Hardware

    Recent investment from top VCs(Jul-Sep)

    21

  • 2015 DOCOMO Innovations, Inc. All Rights Reserved.

    Summary of Silicon Valley 2014

    Recent investment from top VCs Trend from recent events

    Enterprise App

    Financial

    Smart home

    Wearable

    Last Second Economy

    Security Healthcare

    Payment

    Mobile Cloud

    Web / Internet of Things

    Big data

    3D printing

    Education

    Bitcoin

    E-commerce

    Drone, Robots

    AI

    Social

    Sharing Economy Media

    22

  • 2015 DOCOMO Innovations, Inc. All Rights Reserved.

    Trend from recent eventsEC/On-demandSocialSMB Hardware

    API

    API

    On-Demand Services

    Hardware

    Social

    TechCrunch Disrupt SF 2014

    NPOMarketplace

    B2BSMB()

    Batch10 - 201410 Demo Day

    2014 Winter

    ECEventJoyTichetmasterB2B

    23

  • VC

    SAP HANA

    VC

    Forbs500

    US

    VC

    124

  • DOCOMO@Palo Alto

    VCVC

    25

  • Series B, C

    26

  • CEOCEO

    B2B

    BtoCOKB2B

    27

  • VisionCEOVIsion->->

    Series B,CCFO

    28

  • VC

    Top Priority1st Tier VC(Sequoia, KPCB, A16z, NEA, etc.)

    VC2nd Choice.

    29

  • 20%

    VC

    80%

    30

  • Takeaways

    31

    CVC

    VC JAPAN ENTRY M&A, MPI

    Twitter @mickbean