A Concept Stage Venture Fund

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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

2

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My Biography

3

Venture Capital Enterprise Background

Adrenaline JunkieFrom Philadelphia

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Back To The Future: Computing Technology Cycle

4

Mainframe(‘70s)

Portable (’90s)

Mobile (’00s)

Cloud Hybrid(Now)

We Are Here

Personal (’80s)

DECENTRALIZED

CENTRALIZED

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Specialization In the VC World

5

➔ Diversified

➔ Capital model well understood

➔ VC firms shifting expertise

➔ Global in nature

Infotech

➔ Winner take all IPO & low value M&A

➔ <2% success rate

➔ Angel/seed or very large fund

➔ Local

Internet

Cleantech

➔ Significant CapEx investments

➔ Subsidies often required

➔ Local

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Active Private US VC Backed Companies (#)

6

3,193 3,062 3,099

2,396 2,186

1,983 1,715

697 1,081 1,182

2,037 2,397 2,786 3,221

219

312 415

452 533

617 693

-

1,000

2,000

3,000

4,000

5,000

6,000

2007 2008 2009 2010 2011 2012 2013

Core Tech Internet Clean Tech

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Source

(DB)

Source

(DB)

Source

(DB)

Cube

(DB)

Warehouse

(DB)

Master Database

Query

Visualization

Query

Visualization

ETL ETL ETL

1990’s – 2000’s

“Business Intelligence”

2010 – 2020+

“Decision Systems”

• Real Time

• Individual User / One-To-One

• Action Oriented

• 3 – 30 Day Post Facto

• Groups / Aggregates

• Reporting

Stored

Data

Machine

Learning &

CorrelationPrescriptive

Action

Reporting

Closed

Loop

Decision

Ad-Hoc

Search

Real

Time

Source

s

A New Paradigm In The Making

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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 Operational Data Customer Data

Finance Market Data, Payments

Retail POS, RFID

Telco / Media Network, Care

Services Utilities, Transport

Consumer Goods Supply Chain

Manufacturing Supply Chain

Healthcare Patients, Product

Gov’t / Defense Sensors

Context Engine

Sensors, Security

Network, Care

POS, RFID

Market Data, Payments

High Interest Medium Interest

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General Areas of Interest

10

Big Data

➔ Context Engine

➔ Next Gen Security

Virtualization

➔ App Virtualization & VDI

➔ HPC Specialized Servers

Money

➔ Mobile Money

➔ Digital Currencies

Robotics Privacy, Identity Futuristic Stuff

➔ Mind - Machine

➔ Holographic Display

➔ AI / Machine Learning