urban us investor summit

INVESTOR SUMMIT 2017 Image: Chappie (2015)

I. UPDATEII. AWARDS

III. ASK ANYONE ANYTHINGIV. DINNER

URBAN US UPDATE

I. WHYII. PROGRESS

III. OPPORTUNITIESIV. NEXT

Source: NASA

STARTUPS

>

PORTFOLIO TO MAXIMIZE RETURNFi

nanc

ial M

ultip

le

PORTFOLIO TO MAXIMIZE IMPACTIm

pact

Mul

tiple

Transportation

Electricity &Heat Buildings

Road

Industry

Source: World Resource Institute

END USE GASSECTOR

Waste

URBANIZATION OPPORTUNITY

Source: McKinsey Global Institute

URBANIZATION THREATS

Tom Tom Traffic Index

B2G + B2B + B2CCITY GOVERNMENT INFLUENCE

Source: C40

PROGRESS

Acquisition of Liquidity

Wiggles of False Hope

Slump of Slow Sourcing

20161.69x

FINANCIAL VIEW

Low of Lost Allocation

20141.78x

200712x

Wiggles of False Hope

Spreadsheet of Success

IMPACT VIEW

Self Interest Slump

3 Billion Bump

THE IFTTT IMPACT CHALLENGE

BOWERY IFTTT FOR FOOD RESILIENCE

ONE CONCERN IFTTT FOR RISK

OPPORTUNITIES

CAN WE HELP REDUCE FAILURE?

Adapted from CBInsights

Don’t Understand Customer Needs

Ignore Customers

Wrong TeamPoor

CustomerComms

Team Discord

Cash

Other

Outcompeted

Price Issues

Poor Product

Business Model

airbuildings

public healthconnectivity

energyfood

governmentinsurance

safetytransportation

wastewater

WHO ARE THE BEST PARTNERS/CUSTOMERS FOR STARTUPS IN EACH OF THESE SECTORS?

TURN PRODUCTS INTO SERVICES?

$300 MSRP $20/month

Urban Us Network

HOW WE INVEST

HOW ELSE CAN WE MEET FOUNDERS?

HOW WE MEET

Source: Urban Us

HOW CAN WE CHOOSE BETTER?

Just closed Series A at $65m post

Just closed Series A at $70m post

Source: Urban Us Survey

WHAT PROBLEMS ARE UNDERSERVED?

URBANTECH DEALS (BAY AREA)

Source: Urban Us & Crunchbase

WHERE SHOULD WE FOCUS?

MobilityUtilities

Built EnvironmentGovernment

Other

Source: Urban Us Survey

What’s in here?

HOW CAN WE BE MORE DELIBERATE ABOUT PUBLIC HEALTH?

“These buildings are actually making children sick,”

RISE OF THE REST?

Source: Urban Us Portfolio Data

SHOULD WE INVEST EARLIER?

Seed

(ang

els,

Mic

ro V

C)

Seri

es B

, C, e

tc

< Valley of Death

Publ

ic M

arke

ts

Pre-

seed

(FF,

acc

el.)

RE

VE

NU

ES

/ USE

RS

Seed

II (M

icro

VC

)Po

st S

eed

(Mic

ro V

C)

TIME

Seri

es A

(VC

)

NEXT

URBANTECH LEADERSHIP SPOTLIGHT TOUR WITH

MAYBostonNYCLA

JUNEMontrealDCPortlandSeattleSFNYCAustinChicago

JULY BarcelonaParisLondonMoscowBerlinMontrealMunichAmsterdam

SEPTEMBERSingapore

RESEARCH - URBANTECH HUB ANALYSIS

Source: Urban Us & CrunchbasePercent of total Urbantech Deals in each region

PERCENT OF URBANTECH DEALS IN 2016

ANGEL INVESTORSKenneth ChenaultBre PettisDave WaiserJoanne WilsonVictoria GraceEsther DysonBob Pasker

ACCELERATORSTechstarsACRE1776URBAN-XGrand Central TechERAMetaPropR/G/A

VENTURE CAPITALThrive CapitalRRE VenturesLerer Hippeau VenturesGeneral CatalystTwo Sigma VenturesBoxGroupBrooklyn Bridge VenturesCollaborative FundUrban Us

Source: Urban Us & Crunchbase

RESEARCH - URBANTECH HUB ANALYSIS (LEADING NYC URBANTECH INVESTORS)

NETWORK - ADJUST INTRO PROCESSES

PRE-SEED - PLAYBOOK

PRE-SEED - PLAYGROUND PARTNERSHIPS

FUNDING - EXPAND FUNDING OPTIONS

+ 43 Backers+ ~$280,000 Backing+ Strong platform & process

+ NEW+ Mission Focused+ Benefits from angel.co learnings

+ Now over 400 investors+ LPs interested in direct deals+ More focus on strategics

FUNDING - URBAN US CAPITAL FOR XaaS

Chart: Saasmetrics Blog

Help hardware startups to become XaaS companies

URBAN US AWARDS 2017

ELON MUSK AWARD

[insert winning co slide]

SCHLEP BLINDNESSAWARD

[insert winning co slide]

AWARD

WIZARD OF OZAWARD

BEST USE OF HARDWARE BY A SOFTWARE COMPANY

HUNGER GAMESAWARD

STAR TREKAWARD

BEST MVPHACK

BEST PIVOTB2C TO B2B

BEST USE OF OPEN DATA

CHAMPION OF CHIEF ENGINEERS

[insert winning co slide]

TROJAN HORSEPUBLIC BENEFITSAWARD

BEST “GUFMAT” PARTNERSHIP

GRITAWARD

BOOTSTRAPPERAWARD

GOVERNMENT IS BEAUTIFUL AWARD

RE-IMAGINED REAL ESTATE AWARD

BEST DEMO

ROCKET LAUNCH AWARD

ECOSYSTEM BUILDERAWARD

COLLABORATIONAWARD

BEST PIVOTB2G TO B2B

BEST BIZ DEV

PROCUREMENT MASTERYAWARD

INVESTOR SUMMIT 2017