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A Concept Stage Venture Fund

Artiman Investment Strategy


White Spaces
Potential to dominate markets No identifiable competition, with 12 month lead

Concept & Early Stage


Entrepreneurs with ideas World class expertise in specific market or technology

Scalable Business Models


Develop technologies cost effectively Scale the business efficiently Fundamentally change economics of target sectors

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My Biography
Venture Capital
Enterprise Background

From Philadelphia

Adrenaline Junkie

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Back To The Future: Computing Technology Cycle


Mainframe
(70s)

Cloud Hybrid
(Now)

We Are Here

CENTRALIZED

DECENTRALIZED
Mobile
(00s)

Personal Portable
(90s) (80s)

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Specialization In the VC World


Infotech
Diversified Capital model well understood VC firms shifting expertise Global in nature

Cleantech
Significant CapEx investments

Subsidies often required


Local

Internet

Winner take all IPO & low value M&A <2% success rate Angel/seed or very large fund Local

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Active Private US VC Backed Companies (#)


6,000 5,000
312 415 452

533

617

693

4,000 3,000 2,000

219 697 1,081 1,182 2,037 2,397 2,786 3,221

3,193

3,062

3,099 2,396 2,186 1,983 1,715

1,000 2007 2008 2009

2010 Internet

2011 Clean Tech

2012

2013

Core Tech CONFIDENTIAL

A New Paradigm In The Making


1990s 2000s Business Intelligence 2010 2020+ Decision Systems

Visualization

Visualization

Query
Cube (DB)

Query
Warehouse (DB)
Ad-Hoc Search Real Time Source s Closed Loop Decision

Master Database
ETL Source (DB) ETL Source (DB) ETL Source (DB)

Stored Data

Machine Learning & Correlation

Prescriptive Action Reporting

3 30 Day Post Facto Groups / Aggregates Reporting

Real Time Individual User / One-To-One Action Oriented

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Two Flavors Of Big Data Operational data


Internal, tends to be machine generated Sensors, RFID (municipal, engines, devices ) Server/application logs Network packets Electricity flows

Customer data
Clickstreams and other browser-captured behavioral activities Text social media, customer emails & transcripts POS, transactions/payments, advertising

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Interesting Big Data Areas


Vertical
Finance Retail Telco / Media Services Consumer Goods Manufacturing Healthcare Govt / Defense
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Operational Data
MarketData, Data,Payments Payments Market POS, RFID POS, RFID Network, Network, Care Care Utilities, Transport

Customer Data

Context Engine Supply Chain Supply Chain Patients, Product Sensors, Security Sensors

High Interest

Medium Interest

General Areas of Interest


Big Data Virtualization Money

Context Engine Next Gen Security

App Virtualization & VDI HPC Specialized Servers

Mobile Money Digital Currencies

Robotics

Privacy, Identity

Futuristic Stuff

AI / Machine Learning
10

Mind - Machine Holographic Display

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