Page 1

Page 2

Fundo de Inovação PaulistaFundo de Venture Capital focado em inovação tecnológicano estado de São Paulo - R$ 105 Milhões (Capital Comprometido)

25

1820

20

1010 2

2014

2017

2021

Períodode Alocação

Gestão do Portfólio &Desinvestimento

2018

Page 3

tecnologiasem saúde

Fundo de Inovação Paulista | escopo

São Paulo

São José dos Campos

CampinasPiracicaba

São Carlos

Ribeirão Preto

Jaboticabal

Botucatu

Sorocaba

Santos

São José do Rio Preto

Marília

Conhecimento profundo do ecossistema de inovação paulista

Buscamos os melhores negóciosEncontramos os melhores talentos

Acessamos diversas fontes de capitalContamos com cotistas estratégicos

Somos uma equipe multidisciplinar

agrotecnologia

TI B2B

novos materiais

Page 4

Fundo de Inovação Paulista | portfólio

Page 5 Presentation title

► Is innovation becoming exponential ?

6

SPEED, EFFICIENCY, COST-EFFECTIVENESS, POWER

Computing is Accelerating Technology

Moore’s Law: Price performance doubles every 18 months. Applies to all information technology.

Integrated CircuitTransistorVacuum TubeRelayElectromechanical

1900 ‘10 ‘20 ‘30 ‘40 ‘50 ‘60 ‘70 ‘80 ‘90 ‘2000 ‘08 ‘10

10-10

10-5

100

105

1010

1015

Perf

orm

ance

(Cal

c./s

econ

d pe

r $1

000)

Time

7

Exponential Technologies

ARTIFICIAL INTELLIGENCE & ROBOTICS BIOTECHNOLOGY NANOTECHNOLOGY

& DIGITAL FABRICATIONNETWORKS

& COMPUTING SYSTEMS

8

4 D’s of Exponentials

DECEPTIVETO

DISRUPTIVE

D I G I T I Z E D E M AT E R I A L I Z E D E M O N E T I Z E D E M O C R AT I Z E

Disruptive Stress /Opportunity

Reação em cadeia da evolução tecnologia = transtorno + oportunidade

9

4 D’s: Digitize

DIGITIZESomething becomes information enabled

Music

Photos

GPS

10

4 D’s: Dematerialize

DEMATERIALIZEPhysical products disappear and consolidate

Radio

Microphone/recorder

Camera

Calculator

Video player

Video camera

11

4 D’s: Demonetize

RecordStores

BookStores

LongDistance

Research& Libraries Classifieds Local Stores

DEMONETIZEThe cost of products and services decrease significantly

4 D’s: Democratize

DEMOCRATIZEAccess is available and affordable to everyone

13

Disruptive Stress vs. Disruptive Opportunity

Large corporationsmust now compete in the collaborative

economy

Tempo

Vendas

Geração de Caixa

Fatu

ram

ent

o

ecossistema de investimento

ideia

investimento-anjo

investimento semente

série A

saída

série B, C,…

• iPhone

• iPad

• Kindle

• 4G

• Uber

• Airbnb

• Android

► Android

► Oculus

► Instagram

► Snapchat

► Whatsapp

4. Industrial revolutionBased on cyber-physical-systems

3. Industrial revolution Through the use of electronicsand IT further progression inautonomous production

2. Industrial revolution Introducing mass production lines powered by electric energy

1. Industrial revolutionIntroducing mechanical production machines poweredby water and steam

End of the 18th century.

Beginning of the 20th century

Beginning of the 70th

Industry 1.0 Industry 3.0Industry 2.0 Industry 4.0

Leve

l ofc

ompl

exity

TodaySource: DFKI/Bauer IAO

0

5000

10000

15000

20000

25000

30000

35000

40000

45000

2013 2014 2015 2016

Industry 4.0

Autonomous Robots

Simulation

Horizontal and vertical

system integration

Industrial Internet of

ThingsCyber

Security

Additive Mfg

Augmented reality

Big data analytics

19

SP Ventures Gestora de RecursosS/A

francisco@spventures.com.br+ 55 11 96070-9494

+ 55 11 2594-877 Avenida Brigadeiro Faria Lima,

1485,19º Andar, Jd. Paulistano, São

Paulo