TransLink Capital proprietary

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Providing the Missing Link

What I See in Silicon Valley in 2013/2014

TransLink Capital proprietary

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“Collaborative Venture Model”

1950’s 1970’s 1980’s 1990’s 2000Present/Future

Business Trends: The Next Wave?

Drivers

• Scalability

• Agility

• Cost

TransLink Capital proprietary

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Companies above $1 Billion Valuation

Silicon Valley continues to be the center of global innovation

TransLink Capital proprietary

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VC Funding Remains Robust

TransLink Capital proprietary

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VC-Backed Exits are Steady

TransLink Capital proprietary

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The Opportunity: The Missing Link

LEADING TECHNOLOGY COMPANIES IN ASIA

BEST OF BREED TECHNOLOGY START-

UPS

The World Is Flat: A Brief History of the Twenty-First Century, is an international bestselling book by Thomas L. Friedman

TransLink Capital proprietary

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Takeaways and the TransLink Opportunity

• Silicon Valley continues to be the center of technology innovation

• Trend = Mobile, Social and Cloud

• Power shift from the old to the new in both consumer and enterprise

• Asia is becoming increasingly relevant; both partnerships, end-market

• Very few US venture capital firms can help their portfolio companies reach their first partners and customers in Asia

Significant and growing business opportunity for TransLink to bridge Silicon Valley and Asia; Japan/Korea/Greater China

TransLink Capital proprietary

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Providing the Missing Link

“Collaborative Venture Model”

Experienced Team

Quality Deal Flow

BD Activity Due Diligence

“Asian Insight" to better Selection

Complementary Strategic Investors

Relevant Investment

Themes

TransLink Capital proprietary

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TransLink Investments by Sector

Mobile Cloud

Social

TransLink Capital proprietary

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Recent Exits at TransLink

January, 2012

August, 2012

August, 2012

IPO on August 7, 2013 (NYSE: YUME)

IPO on August 11, 2011 (NASDAQ: CARB)

IPO on September 25, 2013 (NASDAQ: MONT)

TransLink Capital proprietary

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Bridging the gap between Silicon Valley and early adoptors in Asia

        

Investing Along the Themes

Investment Themes

• Mobile

• Cloud

• Social

• Green IT

Our Observations/Market Drivers

• Consumer to enterprise• New devices• New business models - Wellness

• Data Explosion• Open Source• Commoditization of HW

• Changing consumer behavior• Anytime, anywhere• New form entertainment

• Increasing public awareness• Affordable technology• Government encouragement

Placing our Bets

TransLink Capital proprietary

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Gartner: Strategic Technology Trends for 2014

TransLink Capital proprietary

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Next Steps

Begin to plan expansion possibilities of the TransLink platform

Mobile CloudSocial

Market Entry

Partnerships

TransLink Capital proprietary

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Thank you !

TransLink Capital Partners228 Hamilton Avenue Suite 210, Palo Alto, CA, 94301

Telephone: 650-330-7353Facsimile: 650-330-7351

www.translinkcapital.com