docomo innovations' investment tactics
TRANSCRIPT
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DOCOMO
Mick Etoh, SVP of NTT DOCOMO
CEO, NTT DOCOMO Ventures, Inc. CEO, DOCOMO Capital, Inc. CEO, Mirai Translate, Inc.
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Slideshare
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[Harmonize]
Evolve
[Advance]
[Relate]
[Trust]
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NTT2
works
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Hustler
Hacker Designer
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39WORKS
39workAPI
EIR
PoC
PoC R&D
PF
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PoC
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a.
b. PoC PoC39works
AWSPFPF
c. B2B
B2B
B2CB2B)
39works 3
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2015 DOCOMO Innovations, Inc. All Rights Reserved.
DOCOMO InnovationsDOCOMO Capital
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2015 DOCOMO Innovations, Inc. All Rights Reserved.
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2015 DOCOMO Innovations, Inc. All Rights Reserved.
Android &
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(5G)
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2015 DOCOMO Innovations, Inc. All Rights Reserved.
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Chrome Android Post Smartphone
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2015 DOCOMO Innovations, Inc. All Rights Reserved.
1-2
39works
3-5
Series B, C
$500K - $2M
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2015 DOCOMO Innovations, Inc. All Rights Reserved.
Investment Strategy
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2015 DOCOMO Innovations, Inc. All Rights Reserved.
deal sourcing
Make proposal to HQ
VCs Conferences
Personal
Technology / Service of Startups
External sourcesHunt Evaluate
DOCOMO Strategy
startups
startupscandidate
Propose several options how to integrate with startups
Find and make partnership with Japanese company*
(Example: Fab.com needs distribution function in Japan)
New Service New Product
Investment*
Deal with HQ
FarmingHunting
DOCOMO
Goal
startups candidate
Sustain
VC outreach and proprietary deal-flow
Selecting non core services that fit with mid term plan
Finding partners to fill gaps Making a specific proposal to HQ
Working with HQ and people which can take risks
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RROR()
(PDCA)
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2015 DOCOMO Innovations, Inc. All Rights Reserved.
Enterprise App
Financial
Smart home
Wearable
Last Second Economy
Security Healthcare
Payment
Mobile Cloud
Web / Internet of Things
Big data
3D printing
Education
Bitcoin
E-commerce
Drone, Robots
AI
Social
Sharing Economy Media
What top VCs are saying about 2014
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2015 DOCOMO Innovations, Inc. All Rights Reserved.
VC7 (Google VenturesAndreessen HorowitzBenchmark CapitalKleiner Perkins Caufield & ByersNew Enterprise AssociatesSequoia CapitalAccel Partners)20132014793
Enterprise (B2B)
Consumer Internet (B2C or B2B2C)
Hardware
Recent investment from top VCs(Jul-Sep)
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2015 DOCOMO Innovations, Inc. All Rights Reserved.
Summary of Silicon Valley 2014
Recent investment from top VCs Trend from recent events
Enterprise App
Financial
Smart home
Wearable
Last Second Economy
Security Healthcare
Payment
Mobile Cloud
Web / Internet of Things
Big data
3D printing
Education
Bitcoin
E-commerce
Drone, Robots
AI
Social
Sharing Economy Media
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2015 DOCOMO Innovations, Inc. All Rights Reserved.
Trend from recent eventsEC/On-demandSocialSMB Hardware
API
API
On-Demand Services
Hardware
Social
TechCrunch Disrupt SF 2014
NPOMarketplace
B2BSMB()
Batch10 - 201410 Demo Day
2014 Winter
ECEventJoyTichetmasterB2B
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VC
SAP HANA
VC
Forbs500
US
VC
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DOCOMO@Palo Alto
VCVC
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Series B, C
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CEOCEO
B2B
BtoCOKB2B
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VisionCEOVIsion->->
Series B,CCFO
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VC
Top Priority1st Tier VC(Sequoia, KPCB, A16z, NEA, etc.)
VC2nd Choice.
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20%
VC
80%
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Takeaways
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CVC
VC JAPAN ENTRY M&A, MPI
Twitter @mickbean