1. business and industrial

GCP gamma capital partners Beratungs- & Beteiligungs GmbH
A-1120 Vienna, Schoenbrunnerstrasse 218-220, Stiege A, 4. Stock
T: +43-1-513 10 72-0, www.gamma-capital.com
© GCP | 2014 |
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INTRODUCTION
GCP gamma capital partners
The VenturePreneurs
EQUITY FOR GROWTH
We create value through
entrepreneurial investing
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INTRODUCTION
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GCP is…
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an outstanding track record
 made 30 investments
 structured over 100 transactions
 realised significant returns (Inode, 123people, FatFoogoo, Fulterer)
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technology companies with high growth-potential and global ambitions
D A CH and EU countries bordering Austria (H, CZ, SK, SLO)
GCP has…
GCP focuses on…
GCP advises…
an established Venture Capital manager in Austria
a trustworthy, reliable and transparent General Partner
an experienced team, committed to value creation
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funds with over €80m committed capital
for a broad base of institutional and private investors
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GCP INVESTMENT TEAM
Burkhard Feurstein
Karl-Heinz Götze
Paul Weinberger
Philipp Chetyrkin
Nina Ehrenreich
Investment Analyst
Reporting &
Compliance
Partner, Owner
Partner, Owner
Venture Partner
Seasoned investor
and finance expert
(direct and fund
investment), Life
Sciences, Greentech
Experienced CEO and
CFO with a background in turnaround
management and
M&A execution
Experienced hands-on
Investment Manager,
Partner at internet
incubator i5invest
Experience in Capital
Markets, Private Equity
and M&A consulting
Investment Team
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Seasoned and entrepreneurial team with collectively >60 years of investment
& business experience
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Principals with complementary backgrounds and deep industry expertise &
networks in their respective focus sectors
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Powerful research, execution and negotiation skills
Sanja Jovanovic
Office Manager &
Team Assistance
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INVEST PHILOSOPHY
Rigorous
Selection
Lead in
Execution
Hands-on
Ownership
Strong Focus
on Exit
GCP focuses on significant value creation
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Credible Teams, who offer compelling solutions for significant market needs
Intellectual property that creates entry barriers and protects against imitation
Capital-efficient development and Market-entry strategies
GCP is a predictable partner with a transparent investment process
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Lead or co-lead investor with syndication network and follow-on financing power
Board representation and market-standard shareholder rights
Lean structures, swift processes, plain and well-balanced contracts
GCP is an active shareholder
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Frequent and broad contact with the investee´s team on strategic and operational tasks
Active search for growth opportunities, business development ideas and talent
Support and Assistence in market research, opportunity assessment and negotiation
GCP works on value realization from the very beginning
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Identification of key value drivers, in-depth understanding of industry trends and M&A drivers
Avoidance or removal of exit barriers
Existing network to potential exit partners, both strategic and financial buyers
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INVESTEES QUESTIONS
What is GCP looking for in order to consider a VC investment?
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You should be committed to build a high-tech, high-growth company with either
 a global perspective or
 a regional championship approach
What sort of control and decision rights will GCP request in a VC investment?
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You should be open to financial partners which hold a significant equity stake with qualified rights in the company
You should be used to deliver timely and comprehensive business and financial reporting
You should feel comfortable to work with a board that includes executive and non-executive directors
You should be open to the right of the investors to sell the company together with you
What is GCP looking for in order to consider a mezzanine investment?
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The company is profitable and has more than €5m p.a. turnover
You look for an equity partner to finance a promising project and want to do a deal only if the equity partners offers you a
buy-back option of his shares
You are a manager who wants to do a MBI/MBO into an established business
How does GCP add value?
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We are hands-on investors and have every interest in making your company successful
 You get a competent and interest-aligned non-executive board member
 You get access to our network of industry experts, advisors and business partners
 Unlike to strategic investors, our investment keeps your options open
 You get the best possible preparation for a potential capital market entry
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HOW TO APPROACH US
Usually, an introduction by
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a mutual friend,
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professional adviser or
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GCP portfolio company executive or board member
is the most effective way to approach us. We invite you to contact our portfolio companies and validate our claims.
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Or email your proposal to any team member.
Please send a business plan that includes an executive summary, highlighting:
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Analysis of the market opportunity
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Description of your compelling solution
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Overview of the competitive landscape
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Overview of the business activity, business model and funding requirements over a 3-5 years period
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Profiles of the management team, including their relevant experience and expertise
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Contact details
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VC INVEST STRATEGY
Industry Sectors
Focus on Tech - Sectors
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New Media
Software & IT Services
Electronics
Medtech
Cleantech
Investment Profile
Focus on Growth Financing
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Global Technology Plays:
» global markets
» scaleable business-models
Regional Industry Champions:
» attractive market position
» accelerated growth
» Sector consolidation
Stages & Situations
Focus on Cash-flows
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Early-stage investments after
proof of concept
Expansion investments after proof
of marketability
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VC AFFILIATED EXPERTS
Venture Partner
Armin
Timmermann
Christian
Lutz
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GCP leverages in-house resources
(expertise, network, capital) through network
of affiliated experts as Venture Partners and
Industry Advisors
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Three affiliated experts; outstanding
individuals with complementary backgrounds
and strong expertise & networks
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Venture Partners are seasoned
entrepreneurs/executives and work with
investees to create value
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They are mostly co-invested or incentivised
through equity upside in portfolio firms
Markus
Wagner
Successful serial
entrepreneur;
Angel Investor
Seasoned
Executive &
Investor
Successful tech
entrepreneur;
Angel investor
QPass/Amdocs
McKinsey
i5invest,Verisign
Internet, Mobile,
New Media
Medtech &
Healthcare
Telecom &
New Media
Examples of Value-add to GCP
Deal Sourcing:
123people, FatFoogoo,
Organica
Co-Investment:
CNSystems,
123people, FatFoogoo
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VC COMMITTEES
gamma III Investment Advisors
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Investment Committee of
Gamma III
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Sparring partners for all
investment and divestment
decisions
Elgar Fleisch,
PhD
Gernot Krämer,
PhD
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Experienced executives and
investors
Prof. of Info Management
St. Gallen & Zurich.
Audi, Strategy
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Investment Advisors are carryincentivised by GCP
Leading wireless
electronics researcher
Experienced strategy
consultant and investor
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Investment Committee of GXT /
iLab24 / gamma II
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Sparring partners for all divestment
decisions
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Experienced executives and
investors
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Investment Advisors are carryincentivised by GCP
GXT Investment Committee
Thomas Schirmer,
PhD
Oliver Holle
Partner, Binder
Grösswang Lawyers
Vienna (A)
CEO, The Merger
Consulting & Investing
Vienna (A)
Alex Franta
VC Investment
Professional
Vienna (A)
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PORTFOLIO
Software, IT Services and Electronics
CRM Solutions
Vienna, A,
Germering, D
Hamburg, D
Zürich, CH
VMware healthcheck
solution
Mobile
Augmented Reality
Vienna, A
Houston, USA
Salzburg, A
Software, IT Services and Electronics
ERP software
Westheim, D
Dresden, D
Wels, A
Mobile App
Discovery
Zurich, CH
Cleantech & Materials
Enterprise software
IT services
RFID solutions
Organic waste-water
treatment
Vienna, A
Lustenau, A
Princeton, USA
Budapest, HU
Shanghai, CH
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PORTFOLIO
Life Sciences
Transdermal drug
delivery
Enzymes for
Drug Development
and Pharma Prod.
Glucopearl
Glucose Monitoring
Pharmaco-EEG
Micro-encapsulated
food additives
Ruggell, FL
Vienna, A
Traboch, A
Vienna, A
Ebenfurth, A
Mezzanine Investments
Innovative Connecting
Technology
Dornbirn, A
CRM solutions
Vienna, A
Germering, D
Hamburg, D
Zürich, CH
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PORTFOLIO
Trade Sales & Mergers
Med software
Cancer immunology
Broadband ISP
Vertical meta-search
engine for people
related information
Commerce ecosystem
solutions for
in-game monetisation
Software for
sleep analysis
Brunn/Gebirge, A
Vienna, A, USA
Vienna, A
Vienna, A
Vienna, A
Vienna, A
Trade Sale to GWI in 2005
Merge with
Aphton, Inc. in 2006
Trade Sale to UPC in 2006
Trade Sale to
PagesJaunes in 2010
Trade Sale to
Digital River in 2010
Partial exit, Trade Sale to
Philips/Respironics in 2010
RFID (Radio Frequency
IDentification) solutions
Micro-encapsulation
technology for agropharmaceuticals
Non-invasive cardiovascular diagnostics
Feldkirch, A
Lustenau, A
Ebenfurth, A
Graz, A
Merge into
Infoniqa in 2007
Trade Sale to
Co-Investors in 2009
Trade Sale to
FMC in 2012
Trade Sale to
Business Angel in 2012
Logistic execution
systems
High-end Furniture
Manufacturer
Micro-encapsulation
technology for agropharmaceuticals
Feldkirch, A
Bühler, CH
Ebenfurth, A
Mezzanine Investment
Early repayment in 2010
Mezzanine Investment
Early repayment in 2012
Mezzanine Investment
Repayment in 2012
Logistic execution
systems
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GCP Gamma Capital Partners
Beratungs- & Beteiligungs GmbH
Schoenbrunnerstrasse 218-220
Stiege A / Top 4.04
A-1120 Vienna
AUSTRIA
T: +43-1-513 10 72
F: +43-1-513 10 72-200
E: [email protected]
W: www.gamma-capital.com
© GCP | 2014 | 14