February 21, 2016 NOKIA GROWTH PARTNERS Backing entrepreneurs focused on building solutions for the connected world
IN BRIEF ASSETS $1B MORE THAN $1B AUM $500M PROVEN FOR NEW DEALS GLOBAL PORTFOLIO US, EUROPE, ASIA ONE FUND GLOBAL REACH 10 YEARS IN THE BUSINESS TOP QUARTILE RETURNS TO LP STABLE PARTNERSHIP THAT HAS WORKED TOGETHER FOR ALMOST A DECADE 60 COMPANIES 4 EXITS EXCEEDING $1 BILLION
ONE TEAM GLOBAL REACH BO ILSOE Partner WALTER MASALIN Principal DANIEL NIEMI Analyst VIVEK GOYAL Senior Analyst DAVID TANG Partner LU GUO Principal ALLEN ZHU Associate PAUL ASEL Partner JOHN GARDNER Partner TODD FORREST Operating Partner MINSOO CHI Senior Analyst UPAL BASU Partner ANUPAM RASTOGI Principal
UNIQUE CORPORATE VENTURE MODEL Nokia Partner Strategy & Criteria Working closely to build ecosystem & increase partnering success NGP Investment Criteria NGP is structured as any other financial VC, combines financial discipline with corporate insight and leverage VALUE is created when interests converge and initiatives coincide VALUE from preferred access, insight, pricing leverage NOKIA & NGP project teams for deep dives in target markets MARKET ATTRACTIVENESS NGP INDUSTRY EXPERIENCE PARTNER STRATEGY February 21, 2016 Nokia Growth Partners 4
INVESTING IN THE US, EUROPE, INDIA & CHINA US EUROPE INDIA CHINA Active since 2005 22 active companies Active since 2005 9 active companies Active since 2008 8 active companies Active since 2008 6 active companies February 21, 2016 Nokia Growth Partners 5
AREAS WHERE WE INVEST CONNECTED CAR CONNECTED ENTERPRISE CONSUMER SOLUTIONS DIGITAL HEALTH With decades of investing experience, we approach our investments with prepared minds and a global perspective. We focus our investments on key themes, each one supported by deep understanding of enabling technologies including networks, big data, analytics and imaging. February 21, 2016 Nokia Growth Partners 6
Consumer Solutions The proliferation of sensing, computing power and connectivity will empower tens of billions of objects to come online, improving our everyday lives. NGP invests in consumer driven services and technology that improves the everyday life of the individual, whether it s around the home, family, transportation, shopping, health or office. NGP invested in Whistle 2015
The Connected Enterprise The explosion of sensors, intelligent controllers and other connected devices in the Enterprise create significant opportunities to increase business productivity and create new revenue streams. NGP is investing in companies that are bringing the Connected Enterprise to reality, through the innovative use of sensors, mobile connectivity and software-driven intelligence. NGP invested in Digital Lumens 2014
Digital Health Digital Health technology enables us to better track, manage and improve overall health and preventive care. NGP invests in companies that are reducing the inefficiencies in healthcare delivery, improving access, reducing costs, increasing quality and making medicine more personalized and precise. NGP invested in Yoogaia 2015
Connected Car Vehicles are a new technology platform that will seamlessly integrate into smart cities and homes offering new ways to organize how we live and work. NGP invests in intelligent driving and mobility. We focus investments on disruptions in the auto and transportation sector where innovation offers safer, cleaner, more intelligent and affordable transportation experiences. NGP invested in Peloton 2015
SUPPORTING OUR ENTREPRENEURS Exceptional networks Global access Deep domain expertise Active engagement We can help broker relationships with coinvestors, advisors, local industry experts, other entrepreneurs and Nokia business units globally. With offices in the US, Europe, India and China and one global fund, we have local feet on the ground in your most important markets. NGP has over 200 years operating & investing experience in mobility and networks offering strategic insight to portfolio companies. NGP is an active investor, we often take a board seat or board observer seat as part of the investment. NOKIA GROWTH PARTNERS Nokia Growth Partners 11
THE NOKIA ADVANTAGE NGP is an independent fund manager with Nokia as its sole investor. NGP offers proprietary access to one of the largest technology companies in the world. NOKIA CORPORATION 104,000 employees in 140 countries post Alcatel-Lucent merger LEADER in IMS and core virtualization DEVELOPS AND LICENSES cutting-edge innovations HIGH PERFORMANCE networks (5G, software defined networking, Telco Cloud, analytics) IP portfolio worth more than EURO 50 BILLION enabling technologies in most of the mobile devices used today NOKIA INVENTED Satellite positioning, video encoding, the SMS, driver assistance systems, significantly contributed to the development of GSM and LTE BELL LABS part of Nokia See more about Nokia on https://www.newconnectivity.com/ February 21, 2016 Nokia Growth Partners 12
CURRENT PORTFOLIO
BILLION-DOLLAR COMPANIES Chinese online classifieds company acquired by 58.com in 2015 for over $3.6 Billion Chinese mobile gateway company with 500M+ users sold to Alibaba for $4.7 Billion Programmatic advertising company IPO in 2013 valued at $2 Billion when listed Leading Indian online classifieds company currently valued at $1.5 Billion February 21, 2016 Nokia Growth Partners 14
SUCCESSFUL EXITS IPOs: IPO in United States 2013 IPO in France 2012 IPO in Japan 2011 IPO in India 2005 IPO in United States 2004 Acquisitions: 58.com 2015 BlueFocus Group 2015 RNTS media 2014 Alibaba 2014 Reliance Industries Ltd. 2014 Qualcomm 2012 NTT Data 2012 Ebay 2011 Nuance 2011 Dolby 2008 Broadcom 2007 Qualcomm 2006 February 21, 2016 Nokia Growth Partners 15
NGP's deep global perspective and valuable insights really accelerated our global expansion Yu Yongfu UCWeb February 21, 2016 Nokia Growth Partners 16
Speaking the same language helps. In NGP we've found a partner that understands how we tick and will help us accelerate our global footprint Markus Witte Babbel February 21, 2016 Nokia Growth Partners 17
NGP invested in us in 2010 when other investors feared AdTech as a sector George John Rocketfuel February 21, 2016 Nokia Growth Partners 18
NGP directly helped us develop strategic relationships in the mobile medium Pranay Chulet Quikr February 21, 2016 Nokia Growth Partners 19
THANK YOU www.nokiagrowthpartners.com