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Why Portfolio Size Matters For Returns

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AGENDA 9:00 Registration 10:00 VC 101 Edu 11:30 Lunch 12:45 Demos: Batch 13, part I 14:00 Break 14:30 Demos: Batch 13, part II 15:45 Break 16:15 Demos: Series A track 17:30 Networking reception


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#500STRONG Team of 75 people, 15 countries, 20+ languages $190M under management with $130M deployed 1200 companies across all funds >300 companies started outside the US >300 companies with women co-founders >150 companies with women CEOs Companies have raised $3B+ in additional capital


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#1200STRONG


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#500TEAM (75 people)


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#500DISTRO Distro Team: in-house growth team - 13 people Distro Program : London, Miami, Taipei, Dubai , KL, HK + MOAR. WMD.co: 1-day conference covering mktg & distribution


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#500FUNDS Fund I Jul 2010 $29M Fund II Apr 2012 $45M Fund III Oct 2013 $85M Mexico May 2013 $3M Mobile Nov 2014 $10M SE Asia Feb 2014 $10M Korea May 2015 $15M Thailand Jul 2015 $10M FI Annex Jan 2013 $4M


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3 Unicorns >$1B in Value 25+ Centaurs >$100M in Value 250 - 300 Ponies >$10M in Value #500STABLE


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#500UNICORNS TWILIO GRAB TAXI CREDIT KARMA


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#500UNICORNS GARTH


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#500CENTAURS Barkbox Intercom Ipsy Life360 Peertransfer Plangrid Remind Sendgrid Smule Sprig Makerbot ($400M) Wildfire ($350M) Viki ($200M) Behance ($150M) Simple ($117M) Sunrise (100M) StyleSeat TalkDesk The RealReal Tradesy Udemy Virool VivaReal Vungle WePay Womply EXITS + MOAR COMING


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Q: Chances of spotting unicorn? / a) 1% b) 2% c) 5% d) 10%


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Q: Chances of spotting unicorn? / a) 1% b) 2% c) 5% d) 10% e) ZERO


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Chances of spotting unicorn /


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/ http://bit.ly/99VCProblems


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If portfolio size = 15 companies /


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/ If portfolio size = 30 companies


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/ If portfolio size = 100 companies


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/ Consideration % Probability of Unicorn First check vs Follow-on Seed vs Series A/B


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/ Optimal portfolio size a) 20 – 30 (NO guarantee of ANY Unicorns) b) 50 – 100 (SOME Centaurs, MAYBE 1 Unicorn) c) 200 – 500 (MANY Centaurs, SEVERAL Unicorns)


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(Portfolio) SIZE MATTERS


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#500VCs 2-Week Investor Course with 500 Startups and Stanford (FIRST CLASS- MAY 2015 – DONE!) Education program for angels, micro VCs, corporates and family offices who want to learn the Silicon Valley playbook 35 Students, 50% female - India, Vietnam, Germany, Pakistan, Iceland, Brazil, Malaysia, South Korea, UAE, Russia, Taiwan, Jamaica


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#500VCs How to build investment thesis Meet REAL startup founders and conduct selection Connection with Silicon Valley investors and mentors Legal docs: cap table and standard terms How to generate deal flow Trends and relevant area of investments


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#500VCs Feb 8th - Feb 19th @ Stanford + 500 Sign up: http://500.vc


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#500SyFy Bazillion Dollar Club http://www.syfy.com/BazillionDollarClub @BazillionSyfy Debuts Sep 22nd 2015 on


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#500SyFy


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