High-Tech Gründerfonds - Leading seed investor in Germany Hot or not – Cleantech and Energy startups Alex v. Frankenberg (@Justdoitalex) Berlin, May 19, 2015 High-Tech Gründerfonds results 09-2005 bis 05-2015 • 401 seedinvestments closed • 725 follow on investments by third parties with a total volume of 915 mil. € • 264,3 mil. € invested by HTGF (I & II) • 49 exits • 99 failures • 18 real i.e. cash millionaires • 64 paper millionaires As of May 2015 2 Applications Hardware | Automation | Optical Technologies | Energy | Industrial Software (05/2015) Illumination| Projection | Audio SiOptica Eyefactive3 ICE Gateway VIOSO Mobility Autoaid Sunhill FAZUA ParkTAG3 T Dispatch3 Access Virtual & Augmented Reality ImmerSight 4tiitoo gestigon bitstars Inreal Software TelCo EcoIntense3 WeSustain3 RadioOpt Cumulocity Automation Logistics SCHAD Cuciniale Cubical Lockbox Magazino CargoGuard FIDLOCK | Cliqloc | Baimos | CargoGuard | Jenetric Tech / Infrastructure Production Industrial Software SymTAVision Sablono3 SimuForm Cumulocity SOTA Solutions SimScale Yatta Fodjan Böhner-EH | Compositence | eGym3 | Kröhnert | Limata | Notion Systems | PicoLAS | ALS Additive Manufacturing IQ evolution | Limata | Notion Systems | ALL3DP3 Robotics Recycling Energy Management Metrology Luceo Technologies Somonic Bionic Robotics | Synapticon | Automatic Logistic Solutions | Magazino NDH Recycling Angel | saperatec | akvolution NEXT Kraftwerke3 | Kiwigrid | Enexion3 | Cuculus3 | enercast | Chargepartner | Solandeo | Permundo | Oneshore Optical Metrology confoVis P3D Systems fos4x HiperScan EnShape Italic Type = Double Entries; 2 = K2; 3 = K3 Semiconductor Extoll Interposers sim4tec Multiphoton Optics SciEngines Limata Energy Generation | Storage Heliatek Smart Hydro Power Custom Cells Itzehoe2 Subitec2 Sensornetworks Micronet Automation Viamon Security Jenetric Comnovo SciEngines SiOptica HTGF I/II active Life Science Portfolio (05/2015) Tools/Platforms Diagnostics Therapy Medical Technology Biotechnology Cardiac Devices Small Molecules, Peptides & Proteins coramaze technologies - CryoTherapeutics - Microstim - Middle Peak NovaPump - Transcatheter Technologies AdvanceCOR - Algiax - AudioCure - Galantos - MYR - Omeicos Zedira Neuromodulation Orthopaedics Immuno- and Gene Therapy CorTec - EBS Technologies - WISE Synoste - Topsfield Medical 4 Animal Alsterscience - Amal Therapeutics – GeneQuine Immunservice - Protectimmun - Rigontec - Provecs Emergency Care Aesthetics Hematris - Seiratherm - Pentracor GME - Natural Dental Implants Patient Monitoring In-vitro Dx Capical - Dolosys - Humedics - Implandata Photonics Healthcare DRDx - Gilupi - Lophius - onCGnostics - Predemtec - Spherotec Imaging & Navigation Amedo - Eyesight&Vision - Fiagon - medineering - microdimensions Mivenion - SurgicEye – Scopis - Cytena Biosensors Biametrics - Sierra Sensors New Materials Tools: R&D, Drug & Biomarker Discovery Bubbles&Beyond - Heppe Medical - JeNaCell - Medovent – multibind – Dust Biosolutions Ayoxxa – Chromotek – CuneSoft - Intana - PEPperPRINT - Transinsight Personal Health & e-Health Advanova - Bomedus - Desino - Exelonix – Futalis – perora – PMS - Preventicus - Sonormed Enzymes & Manufacturing C-Lecta - Cysal - evocatal - Hapila - Innocyte - m2plabs - PS Biotech Drug Delivery Green Biotech IC Discovery - Rodos - Sirion -Lipocalyx Oaklabs - Subitec Software - Media – Internet – E-Commerce (05/2015) Applications Human Resources Recruiting Jobleads MobileJobs Support Maxment Teambeat clickworker Mobile Interaction FooBoo | ParkTag | Opentabs Tech / Infrastructure Search Marketing AdTec Communication Portals Shops Gaming 3D Printing Publishing Makerist Statok 99Chairs MobileBits Neonga GameGenetics ALL3DP Enshape Social Mister Spex Juniqe GlamourRent Outfittery StyleRemains Yorxs Locr Pressmatrix Pictureplix Grandcentrix Pylba Mobile Event Guide FamPlus Altruja Inventorum Itembase Travel Fintec Figo | Sunhill Pl Gutscheinsysteme HQ Plus Priority Health Customer Alliance Bookingkit eWings UrgeIO (Versus) | Implisense Uebermetrics | Crossvertise | Semasio | Basecase | Trackscale | StoCard Crealytics | Linkbird | Trademob | Embraase Nfon| Smoope Big Data IT-Infrastructure IT-Security Cloud Tools Conweaver | Torch Bidasco | Enercast Data Virtuality, AltusInsight Eddyson | Tocario Tixel | WeSustain Collinor | Quobyte Sablono | T Dispatch Ondeso | VMRay Whiteout Networks Hornetsecurity SSP Europe Protected Networks Baimos | SciEngines Zimory | Make.tv Ezeep | Plixos Conceptboard EcoIntense | Cubical Propertybase Picodo Fruux Codetrails Veodin Yatta qLearning Business Intelligence Minubo | POSPulse Preisanalytics Key learnings out of roughly 60 clean tech investments (1/2) Top segments • Energy management • Software as a service platforms • Metrology (Messtechnik) Average segments • Mobility solutions • Logistics • Recycling Very difficult segments • Energy generation • Energy storage • Sensor networks (internet of things) 6 Key learnings out of roughly 60 clean tech investments (2/2) • Major disruption provides significant opportunities for startups • Especially when incumbents are fat, slow and busy with other things • Market access and road to revenue are key • Of course, scalability • But also: USP, limited competition among others • Low (initial) burn rate • Moderate capital requirements, i.e. less than 5 mil. € • Germany provides significant advantages (i.e. regulation, ecosystem, willingness to pay) Stand: 28.2.2015 … happy to work together Dr. Michael Brandkamp +49.228. 82300 - 101 m.brandkamp@... Komitee 1: Maschinenbau, Automation, Optische Technologien, Energie, industrielle Software Dr. Alex von Frankenberg +49.228. 82300 - 102 a.frankenberg@... High-Tech Gründerfonds, Schlegelstraße 2, 53113 Bonn …@high-tech-gruenderfonds.de Benjamin Erhart +49.228. 82300 - 114 b.erhart@... Dr. Andreas Olmes +49.228. 82300 - 108 a.olmes@... Dr. Ansgar Kirchheim +49 228. 82300 - 156 a.kirchheim@... Klaus Lehmann +49.228. 82300 - 115 k.lehmann@... Dr.Guillem Sagué +49 228. 82300 - 152 g.sague@... Dr. Torsten Löffler +49.228. 82300 - 161 t.loeffler@... Kay G. Balster +49.228. 82300 - 112 k.balster@... Dr. Bernd Goergen +49.228. 82300 - 136 b.goergen@... Ron Winkler +49.228. 82300 - 144 r.winkler@....... Dr. Christian Jung +49.228. 82300 - 145 c.jung@... Marco Winzer +49.228. 82300 - 106 m.winzer@... Dr. Martin Pfister +49.228. 82300 - 123 m.pfister@... Corinna Heppner +49.228. 82300 - 159 c.heppner@... Dr. Sebastian Schöfer +49.228. 82300 - 163 s.schoefer@... Dr. Philipp Rittershaus seit 1.3.2015 Lucille Bonnet ab 1.9.2015 Komitee 2: Life Science, Materials Science, Nanotechnologie, Chemie Komitee 3: Telekommunikation, Medien, Software, e-Commerce Marvin Andrä +49.228. 82300 - 153 m.andrae@... Michael Wieser +49.228. 82300 - 162 m.wieser@... Chiara Sommer +49.228. 82300 - 158 c.sommer@... Dr. Tanja Emmerling +49.228. 82300 – 164 t.emmerling@... Sebastian Merkhoffer +49.228. 82300 - 117 s.merkhofferr@... Dr. Sebastian Suhr +49.228. 82300 - 157 s.suhr@... Holger Heinen +49.228. 82300 - 118 h.heinen@... Simon Schneider +49.228. 82300 - 109 s.schneider@... Stefan Wendel +49.228. 82300 - 154 s.wendel@... Markus Kressmann +49.228. 82300 - 132 m.kressmann@... Romy Schnelle +49.228. 82300 - 135 r.schnelle@... N.N. Happy risk taking Dr. Alex v. Frankenberg Managing Director High-Tech Gründerfonds Schlegelstrasse 2 53113 Bonn +49 228 823 00 102 a.frankenberg@htgf.de http://www.facebook.com/Seedandspeed https://www.xing.com/profile/Alex_vonFrankenberg http://www.linkedin.com/myprofile?trk=hb_side_pro Twitter: @Justdoitalex @HTGF_
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