High-Tech Gründerfonds - Leading seed investor in

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
[email protected]
Komitee 1:
Maschinenbau, Automation,
Optische Technologien,
Energie, industrielle Software
Dr. Alex von Frankenberg
+49.228. 82300 - 102
[email protected]
High-Tech Gründerfonds, Schlegelstraße 2, 53113 Bonn
…@high-tech-gruenderfonds.de
Benjamin Erhart
+49.228. 82300 - 114
[email protected]
Dr. Andreas Olmes
+49.228. 82300 - 108
[email protected]
Dr. Ansgar Kirchheim
+49 228. 82300 - 156
[email protected]
Klaus Lehmann
+49.228. 82300 - 115
[email protected]
Dr.Guillem Sagué
+49 228. 82300 - 152
[email protected]
Dr. Torsten Löffler
+49.228. 82300 - 161
[email protected]
Kay G. Balster
+49.228. 82300 - 112
[email protected]
Dr. Bernd Goergen
+49.228. 82300 - 136
[email protected]
Ron Winkler
+49.228. 82300 - 144
[email protected]
Dr. Christian Jung
+49.228. 82300 - 145
[email protected]
Marco Winzer
+49.228. 82300 - 106
[email protected]
Dr. Martin Pfister
+49.228. 82300 - 123
[email protected]
Corinna Heppner
+49.228. 82300 - 159
[email protected]
Dr. Sebastian Schöfer
+49.228. 82300 - 163
[email protected]
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
[email protected]
Michael Wieser
+49.228. 82300 - 162
[email protected]
Chiara Sommer
+49.228. 82300 - 158
[email protected]
Dr. Tanja Emmerling
+49.228. 82300 – 164
[email protected]
Sebastian Merkhoffer
+49.228. 82300 - 117
[email protected]
Dr. Sebastian Suhr
+49.228. 82300 - 157
[email protected]
Holger Heinen
+49.228. 82300 - 118
[email protected]
Simon Schneider
+49.228. 82300 - 109
[email protected]
Stefan Wendel
+49.228. 82300 - 154
[email protected]
Markus Kressmann
+49.228. 82300 - 132
[email protected]
Romy Schnelle
+49.228. 82300 - 135
[email protected]
N.N.
Happy risk taking
Dr. Alex v. Frankenberg
Managing Director
High-Tech Gründerfonds
Schlegelstrasse 2
53113 Bonn
+49 228 823 00 102
[email protected]
http://www.facebook.com/Seedandspeed
https://www.xing.com/profile/Alex_vonFrankenberg
http://www.linkedin.com/myprofile?trk=hb_side_pro
Twitter: @Justdoitalex
@HTGF_