500 Startups VC101 Education

Aug 11, 2015

#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

#500FUNDS

Fund I Jul 2010

$29M

Fund II Apr 2012

$45M

Fund III Oct 2013

$85M

MexicoMay 2013

$3M

MobileNov 2014

$10M

SE AsiaFeb 2014

$10M

Korea May 2015

$15M

ThailandJul 2015

$10M

FI Annex Jan 2013

$4M

3 Unicorns>$1B in Value

25+ Centaurs >$100M in Value

250 - 300 Ponies>$10M in Value

#500STABLE

#500UNICORNS

TWILIO GRAB TAXICREDIT KARMA

#500CENTAURSBarkbox 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

#500TEAM (75 people)500 TEAM % #Investment 28% 21Operations 25% 19Accelerator 21% 16Distro/ Growth 17% 13Mktg / Events 8% 6TOTAL 100% 75

Gender % #Male 57% 43Female 43% 32

Geo % #USA 65% 49INTL 35% 26

#500DISTRO• Distro Team: in-house

growth team - 13 people

• Distro Program : London, Miami, Taipei, Dubai, KL, Hong Kong + MOAR.

• WMD.co: conference on growth mktg & distribution

#500SyFyBazillion Dollar Club

http://www.syfy.com/BazillionDollarClub @BazillionSyfy

Debuts Sep 22nd 2015 on

#500SyFy

(Portfolio) SIZE MATTERS

Q: Chances of unicorn in avg VC portfolio of 15-40 companies? /

a) 1% b) 2% c) 5%

d) 10%

e) ZERO

Chances of spotting unicorn = Industry Avg = ~1% (after min 5 yrs) /

/

http://bit.ly/99VCProblems

If portfolio size = 15 companies /

/ If portfolio size = 30 companies

/ If portfolio size = 100 companies

/ 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)

#500VCs2-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

#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

#500VCs

Feb 8th - Feb 19th @ Stanford + 500

Sign up: http://500.vc