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Cyber Agent Ventures? ?? ??
Beyond the Korean market? ??? ??? ???
??? Setting? ??? ? ???? ?? ??? 1? ??? ??, ?? ??
??? ??? ?? ??? Screening? ????, ?? ??? Early stage? ??
Office Setting ??
VC ?? ?? ? Market
Analysis
Investment generation
2012.08 ~ 2012.10 2012.11 ~ 2012. 02 2012.03 ~ now
? ?? ???? ???
?? Office? setting?
? ?? ?? ?? ??
? Venture Industry ??
??
? ?? Networking /
Capitalist ??
? ?? ?? Meeting ??
? 1? ?? ?? Screening
? ?? Stage range ???
? ?? ?? Fund ??
??
Current
Situation
Investment
Guide line
Seed ¨C Start up ??? A After ??? A
? ?? ?? ???? seed
??? ?? ?? ??
??? ??? ???,
?? ?? Fact? ???
?? ??? ??? ??
? ?? ??? ????
?? ?? ???
????, ?? BM?
???
? ????? ??
???? ?? ?? ??
? ?? ? 1? ~ 15?
Range Setting
?? ??? ???? ??? ?? ??? ?? ???? ?? ??? ????
?? ?? ??
4
??? ????? ??
Opportunities in Asia market
GDP ?? (??
?)
?? ? (?? ?) ??? ?? ?? (??
?)
??? ?? ?? (??
?)
15,09
4
7,758
7,049
312
579
1,321
242
234
506
332
625
986
* ??? ?? ??? ??, ?????, ???
Source: EIU, ITU
??,??, ??? ??? ??? ???
Sizable? Market
5
34,40
0
30,17
0
1.0
3.2
37
?? GDP (PPP ??) ?? ?? GDP ??? (%) ?? ?? (?)
34,69
0
8,820
4,580
8,650 8.5 34
3,380
5.3
0.8
4.1
4.9
44
37
33
28
28
?? ?? ?? ?? ??? ??
??
??? ????? ??
Opportunities in Asia market
6
??? ????? ??
??
????
?
??
?? Size ?? ??? ?? ?? Comment
¡°¸ß¡±
? ??????
???? ??
???? IT ?? ??
??
¡°ÖС±
? ?? ???? ??
??? ?????
??? ??
¡°?¡±
? ?? ?? ???
???? ??
¡°µÍ¡±
? ?? ?? ???
Moderate? ??
? ?? Niche ???
???? Market
???
¡°¸ß¡±
? ??? / Mobile ???
?? ??? ??
??? ?? ??
???? ??
¡°?¡±
? ?? ? ?? ???
Non target user?
???? ? ???
¡°ÖС±
? ?? ???
?????
???? ??
Segment?? ??
? ?? ????
??
¡°µÍ¡±
? ???? ?? ???
???? ???
??? ?????
??
¡°³¬¸ß¡±
? ?? Global
???? ???
???, Local ???
???? ??
???? ???
??? ?? ??
? ??? ??? ?? ???
?? ???? ??? ?
??? ?? ??
? ?? ?? BM ?? ??
?? ??
¡°??? ??¡±
? ?? ???? ???
??? ?? ???
???? ?? ? ?? ??
??
¡°??? ??¡±
? ??? ??? ???
???? ???? ??
??? ? ??? ??
Network? ?? ??
¡°??? ??¡±
Opportunities in Asia market
Mobile Platform??? ??, ?? Trend ? ?? ?? ???, ?? ??
Online??? ??? ? ?? ??? ???? 1??? ?? ?? ??
Key Question for Investment
? Smart Device? ????, ??
???? ???? ??? ??
????? ?? ?????
? ???? Online ???? ??
??? ???? ?????
???? ??? ?? ???
?? ??? ?????
? ??, ??, ?? ? ?? ????
????? ??? ?? ?
???? ???? ?? ???
????
? ????? ????? ????
??
O2O
(Online to offline)
E- commerce
Other vertical
service
? Smart Device? ???? ?? ? ???
????, ?? ¡®?? ???¡¯?? ¡®???
???¡¯? ??? ??? ??? ??
? Mobile? ?? ???? ????
????, ??? Marketing ?? ??
? ???? ?????? ????
???? ??? ????? ??
? ?? ??? cover?? ?? ?? ??
?? ??? ??? ?? vertical ??
? ??? ???? ???? ??? ???
???? ?? ? ? ?? ???
? Naver? ?? ???? ???? ????
?? ???? ? ??? ??? ? Mobile
??? ?? ??? ??? ??? ? ??
?? ??
? Ex) ??, ??? ? ?? ?? ??? ?
Crowd Service
? ??? / Semi ???? Freelancer?
???? ?? ??? ????? ??
? Long tail ??? ?? ??? Open? ??
Platformer
? ??? ??? ??? ??
Innovation Driver New opportunity Check point
??
? ??? ? ? Tablet ?
Smart device? ????
?? ??? / ???
?? ??? ?? ??
??
? Interactive Contents
? Instant Learning ??
(??? ???)
? New Learning
management system
? ?? ?? ??? ??
? ??? ???? ???
Contents? ??? ???
? ??? ??? ?? LMS?
???? ??
? ??? ?? ?? ??? ???
Tool?? Platform? ????
???
O2O
? ??? ?? ????
??? GPS + Targeted
marketing ?? ??
? ?? ??? ?? ??
???? ???? ??
??
? ?? ? ??? ???
Retail? ???? ??
? ?? ?? Retail (??
?? ?) ??
? ??? ??? ??????
???? ?? Killer
Media??? ???? ???
? ?? ???? ???? ???
??? ????
??????? ???
???? ?????
? GPS? ????, ????
??? ??? ??? ? ??
?????
¡­ (??)
Innovation Driver New opportunity Check point
E-Commerce
? ?? E-commerce
???? ?? ??
? Mobile Shopping
Experience
? Vertical commerce
? Mobile Shopping service
? ???? ???-????
??? ???? ? ? ? ??
????
? ????, C2C ? ???
??? ???? ?? ???
??? ? ?? ?????
Crowd
Service
? ???? ??? ??
?? ??? ??
????? ??
????
? Fan?? ???
????, ?? ??
??? ???
System?? ?? ?? ¨C
?? Unmatch ??
? Crowd sourcing
? Crowd Funding
? (Crowd Sourcing) Demand
side?? ??? ??? ???
? ?? ??? ?? / Network
??? ???? ???
? ?? Deal? module? ??
Optimize ? ? ???
? (Crowd Funding) ??? Killer
Project? Sourcing ¨C Funding
? ? ???
¡­ (??)
Innovation Driver New opportunity Check point
Other Vertical
service
? ?? ?? ?? ?? ?? ? Naver, daum, Nate
??? ?? ???
???? ??
Community Service ??
? ??? ? ??? ??? ?
?? ??? ????
? ????? ??? ? ??
Killer tool?? ?? ????
Value proposition? ?????
B2B & Infra
service
? ??? / ???? ???
?? IT ??? ????
??
? ?? ?? ? ?? ???
??
? ? ??? ?? ??? ????
?? Trend? ???
Business? ?????
Game
? ?? ??? ? Market trend gap ? ?? Portfolio
? ?? ?? ?? ??
?? ????? ?? ?????? ???A?? ???, ? ??? ? ???
???? ???? ?? ? ?? ?? ???? ???? ??
??
KPI ?? &
??
?? ???
?? ???
? ?? ?? ??, ??? ??, ??? ?? ?? ??? ????
?? ?? ??? ???? ???
? ?? Size? ???? ??? ?? ???? ??? ?? ?? ??
??? ???? ???
? ??? ???? ??? Update?? ?? ??? ?? Potential
KPI? ???? ???
? ?? ? ??? ??? ???? ??? ???? ???
? ??? ???? ??? Update?? ?? ??? ?? Potential
KPI? ???? ???
? ?? ? ??? ??? ???? ??? ???? ???
? ??? ???? ??? Update?? ?? ??? ?? Potential
KPI? ???? ???
? ?? ? ??? ??? ???? ??? ???? ???
http://www.facebook.com/cavkorea
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?? ???
????!
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14? ??? - 04.?????????? ??? ???

  • 1. Cyber Agent Ventures? ?? ?? Beyond the Korean market? ??? ??? ???
  • 2. ??? Setting? ??? ? ???? ?? ??? 1? ??? ??, ?? ?? ??? ??? ?? ??? Screening? ????, ?? ??? Early stage? ?? Office Setting ?? VC ?? ?? ? Market Analysis Investment generation 2012.08 ~ 2012.10 2012.11 ~ 2012. 02 2012.03 ~ now ? ?? ???? ??? ?? Office? setting? ? ?? ?? ?? ?? ? Venture Industry ?? ?? ? ?? Networking / Capitalist ?? ? ?? ?? Meeting ?? ? 1? ?? ?? Screening ? ?? Stage range ??? ? ?? ?? Fund ?? ?? Current Situation Investment Guide line Seed ¨C Start up ??? A After ??? A ? ?? ?? ???? seed ??? ?? ?? ?? ??? ??? ???, ?? ?? Fact? ??? ?? ??? ??? ?? ? ?? ??? ???? ?? ?? ??? ????, ?? BM? ??? ? ????? ?? ???? ?? ?? ?? ? ?? ? 1? ~ 15? Range Setting
  • 3. ?? ??? ???? ??? ?? ??? ?? ???? ?? ??? ???? ?? ?? ??
  • 4. 4 ??? ????? ?? Opportunities in Asia market GDP ?? (?? ?) ?? ? (?? ?) ??? ?? ?? (?? ?) ??? ?? ?? (?? ?) 15,09 4 7,758 7,049 312 579 1,321 242 234 506 332 625 986 * ??? ?? ??? ??, ?????, ??? Source: EIU, ITU ??,??, ??? ??? ??? ??? Sizable? Market
  • 5. 5 34,40 0 30,17 0 1.0 3.2 37 ?? GDP (PPP ??) ?? ?? GDP ??? (%) ?? ?? (?) 34,69 0 8,820 4,580 8,650 8.5 34 3,380 5.3 0.8 4.1 4.9 44 37 33 28 28 ?? ?? ?? ?? ??? ?? ?? ??? ????? ?? Opportunities in Asia market
  • 6. 6 ??? ????? ?? ?? ???? ? ?? ?? Size ?? ??? ?? ?? Comment ¡°¸ß¡± ? ?????? ???? ?? ???? IT ?? ?? ?? ¡°ÖС± ? ?? ???? ?? ??? ????? ??? ?? ¡°?¡± ? ?? ?? ??? ???? ?? ¡°µÍ¡± ? ?? ?? ??? Moderate? ?? ? ?? Niche ??? ???? Market ??? ¡°¸ß¡± ? ??? / Mobile ??? ?? ??? ?? ??? ?? ?? ???? ?? ¡°?¡± ? ?? ? ?? ??? Non target user? ???? ? ??? ¡°ÖС± ? ?? ??? ????? ???? ?? Segment?? ?? ? ?? ???? ?? ¡°µÍ¡± ? ???? ?? ??? ???? ??? ??? ????? ?? ¡°³¬¸ß¡± ? ?? Global ???? ??? ???, Local ??? ???? ?? ???? ??? ??? ?? ?? ? ??? ??? ?? ??? ?? ???? ??? ? ??? ?? ?? ? ?? ?? BM ?? ?? ?? ?? ¡°??? ??¡± ? ?? ???? ??? ??? ?? ??? ???? ?? ? ?? ?? ?? ¡°??? ??¡± ? ??? ??? ??? ???? ???? ?? ??? ? ??? ?? Network? ?? ?? ¡°??? ??¡± Opportunities in Asia market
  • 7. Mobile Platform??? ??, ?? Trend ? ?? ?? ???, ?? ?? Online??? ??? ? ?? ??? ???? 1??? ?? ?? ?? Key Question for Investment ? Smart Device? ????, ?? ???? ???? ??? ?? ????? ?? ????? ? ???? Online ???? ?? ??? ???? ????? ???? ??? ?? ??? ?? ??? ????? ? ??, ??, ?? ? ?? ???? ????? ??? ?? ? ???? ???? ?? ??? ???? ? ????? ????? ???? ?? O2O (Online to offline) E- commerce Other vertical service ? Smart Device? ???? ?? ? ??? ????, ?? ¡®?? ???¡¯?? ¡®??? ???¡¯? ??? ??? ??? ?? ? Mobile? ?? ???? ???? ????, ??? Marketing ?? ?? ? ???? ?????? ???? ???? ??? ????? ?? ? ?? ??? cover?? ?? ?? ?? ?? ??? ??? ?? vertical ?? ? ??? ???? ???? ??? ??? ???? ?? ? ? ?? ??? ? Naver? ?? ???? ???? ???? ?? ???? ? ??? ??? ? Mobile ??? ?? ??? ??? ??? ? ?? ?? ?? ? Ex) ??, ??? ? ?? ?? ??? ? Crowd Service ? ??? / Semi ???? Freelancer? ???? ?? ??? ????? ?? ? Long tail ??? ?? ??? Open? ?? Platformer
  • 8. ? ??? ??? ??? ?? Innovation Driver New opportunity Check point ?? ? ??? ? ? Tablet ? Smart device? ???? ?? ??? / ??? ?? ??? ?? ?? ?? ? Interactive Contents ? Instant Learning ?? (??? ???) ? New Learning management system ? ?? ?? ??? ?? ? ??? ???? ??? Contents? ??? ??? ? ??? ??? ?? LMS? ???? ?? ? ??? ?? ?? ??? ??? Tool?? Platform? ???? ??? O2O ? ??? ?? ???? ??? GPS + Targeted marketing ?? ?? ? ?? ??? ?? ?? ???? ???? ?? ?? ? ?? ? ??? ??? Retail? ???? ?? ? ?? ?? Retail (?? ?? ?) ?? ? ??? ??? ?????? ???? ?? Killer Media??? ???? ??? ? ?? ???? ???? ??? ??? ???? ??????? ??? ???? ????? ? GPS? ????, ???? ??? ??? ??? ? ?? ?????
  • 9. ¡­ (??) Innovation Driver New opportunity Check point E-Commerce ? ?? E-commerce ???? ?? ?? ? Mobile Shopping Experience ? Vertical commerce ? Mobile Shopping service ? ???? ???-???? ??? ???? ? ? ? ?? ???? ? ????, C2C ? ??? ??? ???? ?? ??? ??? ? ?? ????? Crowd Service ? ???? ??? ?? ?? ??? ?? ????? ?? ???? ? Fan?? ??? ????, ?? ?? ??? ??? System?? ?? ?? ¨C ?? Unmatch ?? ? Crowd sourcing ? Crowd Funding ? (Crowd Sourcing) Demand side?? ??? ??? ??? ? ?? ??? ?? / Network ??? ???? ??? ? ?? Deal? module? ?? Optimize ? ? ??? ? (Crowd Funding) ??? Killer Project? Sourcing ¨C Funding ? ? ???
  • 10. ¡­ (??) Innovation Driver New opportunity Check point Other Vertical service ? ?? ?? ?? ?? ?? ? Naver, daum, Nate ??? ?? ??? ???? ?? Community Service ?? ? ??? ? ??? ??? ? ?? ??? ???? ? ????? ??? ? ?? Killer tool?? ?? ???? Value proposition? ????? B2B & Infra service ? ??? / ???? ??? ?? IT ??? ???? ?? ? ?? ?? ? ?? ??? ?? ? ? ??? ?? ??? ???? ?? Trend? ??? Business? ????? Game ? ?? ??? ? Market trend gap ? ?? Portfolio ? ?? ?? ?? ??
  • 11. ?? ????? ?? ?????? ???A?? ???, ? ??? ? ??? ???? ???? ?? ? ?? ?? ???? ???? ?? ?? KPI ?? & ?? ?? ??? ?? ??? ? ?? ?? ??, ??? ??, ??? ?? ?? ??? ???? ?? ?? ??? ???? ??? ? ?? Size? ???? ??? ?? ???? ??? ?? ?? ?? ??? ???? ??? ? ??? ???? ??? Update?? ?? ??? ?? Potential KPI? ???? ??? ? ?? ? ??? ??? ???? ??? ???? ??? ? ??? ???? ??? Update?? ?? ??? ?? Potential KPI? ???? ??? ? ?? ? ??? ??? ???? ??? ???? ??? ? ??? ???? ??? Update?? ?? ??? ?? Potential KPI? ???? ??? ? ?? ? ??? ??? ???? ??? ???? ???
  • 12. http://www.facebook.com/cavkorea Like ???, ?? ?? ??? ????! yoo_jungho@cyberagentventures.com