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PRIVATE EQUITY IN THE INTERNET OF THINGS

Internet of Things is the intelligent connectivity of physical devices driving massive gains in efficiency, business growth, and quality of life

Market Potential by Industry and Degree of ImpactIOT – Value at Stake

$0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,0000%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Industry Size (Value Added $B)

Deg

ree

of

Imp

act

(Val

ue

at S

take

/ In

du

stry

Siz

e) 9%

27%11%

Spheres sized by amount of Value at Stake

9%

Manufacturing

Finance & Insurance

Retail Trade

Information Services

$3.7 TrillionFrom improved

customer experience

$3.0 TrillionFrom reduced time to market

$2.7 TrillionIn supply chain and logistics

$$2.5 Trillion

in reduced costs

$2.5 Trillionin increased employee

productivity

$$14.4 Trillion by 2022

Projected Segment Growth (2014-2020) IOT Enablers (2005 to 2015)

12.0%

35.0%

13.0%

31.0%

11.0%

Sensors

50% Drop in prices

Big Data Analytics

10xCheaper than conventional

database tools

Bandwidth

40xCheaper

Internet Penetration

Increased from

14% to 40%

Processing

60xCheaper

Transition to IPv6

4.3 x 10^9 addresses to

3.4 x 10^38 addresses

IOT Adoption - 5x Faster Than Electricity and Telephony IOT Market Size

Bill

ion

s o

f D

evic

es

0

10

20

30

40

50

2010 2015 2020

6.8 7.2 7.6

12.5

25 World Population

50Billion

“Smart Objects”

InflectionPoint

20202015

$655.8B

$1.7T 34.9%

31.8%

33.3%

Connectivity & IT Services

Devices

Others

Value at Stake - Combined effect of increased revenue and lower costs driven by migration to IoT

Consumer Electronics

Infrastructure

Automotive

Healthcare

Industrial

Energy

Retail

33.0%

17.0%

For more information, visit www.tresvista.com

$2.9 $3.7$2.2 $2.0

PRIVATE EQUITY IN THE INTERNET OF THINGS

($ Billion)

278

371

489 526

No. of DealsDeal Value

2012 2013 2014 2015

Seed/Angel Series A Series B Series C Series D Series E Other

2016

$122.0M

Crowdfunding

Crowd Funding (Indiegogo Campaign)

$61.2M

Series C

Kleiner Perkins Caufield & Byers

Fibocom Wireless Fonality Microprogram Information Ninebot Peloton Technology

3D Robotics Whistle Labs Placemeter Panoramic Power Streetline

Jawbone Airware Leap Motion Shapeways Prism Skylabs

DJI Dropcam Enlighted Jawbone Motiv

TresVista Financial Services is the leading provider of high-end outsourced support for asset managers, investment banks, research firms, and corporates. TresVista delivers operational efficiencies and cost savings to its clients while providing them with dedicated teams to support them across various functional activities. Services

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ABOUT TRESVISTA

2012

2013

2014

2015

4% 18% 13% 21% 15% 29% 1%

5% 20% 23% 22% 17% 12% 1%

4% 25% 19% 14% 2% 29% 6%

3% 18% 33% 19% 3% 19% 6%

2015

$150.0M

Private Equity

Madrone Capital Partners, NZ Super

Fund, Corning Incorporated

$115.0M

Series D

Bpifrance, SK Telecom Ventures,

Telefonica

Source: IDC; CB Insights; Goldman Sachs; Cisco; IC Insights; Index; CrunchBase; Data Fox; PwC.

IoT Infrastructure

Sensor development, networking, software,

and big data for building IoT ecosystem

Smart Energy Systems

Platforms for efficient energy usage

Industrial IoT

Connecting factories and equipments for

manufacturing and capital-intensive industries

Connected Car

Platform connected to city, home, and

healthcare

Wearables

Wrist, body, apparel, and headset-mounted

sensors

Healthcare

Platforms and sensors to harvest clinical data

Connected City

IoT hardware and software for efficient

public spaces

Connected Home

Connecting home appliances and devices

Retail Tech

Enhance the retail experience through in-

store technology and IoT systems

Most Active Investors in IoT

Top Deals in IoT

Deal Share Based on Type of Funding

Key Investment Themes

Funding Activity in IoT