Ventures Messagingtelstraventures.com/wp-content/uploads/2019/08/Master-messaging … · • We are backed by our strategic investors Telstra, one of the 20 ... per Year Proactive

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Ventures Messaging


Our story• Telstra Ventures is a strategic growth investor in lighthouse

technology companies that are commencing scale. We provideventure capital investment via a “Strategic Growth Investment”approach. This approach offers entrepreneurs access to genuinerevenue growth beyond the investment itself and shortens thetime to reach global scale. We support this growth throughinvestment capital and leadership. Our heritage combined withour association with Telstra and its capabilities help accelerategrowth for the entrepreneurs in our portfolio.

• In almost a decade we have invested over US$300 million in 60+companies, generated more than US$150+ million in revenuefor our portfolio companies and managed 16 liquidity events.

• We are backed by our strategic investors Telstra, one of the 20largest telecommunications providers globally and HarbourVest,one of the world’s largest private equity funds.

.


16to date with strong financial returns

Team of 18, including8 investment professionalsand 4 dedicated strategic synergy professionals to drive commercial outcomes for our investees

Top 25

Passionate about working with founders scaling great businesses

2011Founded in

10,000+ investment opportunities

ReviewedUS$150M+ revenue generated through Telstra sales channels

Telstra uses internally products of investment companies: US$300M+

in over 60 leading technology companies

Invested

liquidity events

Cloud

Security

Network

Consumer

Media

Mobile

Sectors

1,600+Telstra customers use our solutions

most active CVC group as per Pitchbook (2019)


Telstra productisation of innovators drives scale

Scale drives value for Telstra shareholders

We run demand generation activities to drive Telstra revenue

Bringing innovation to customers is our difference

We continue to select investments that benefit Telstra

What’s new?In 2018 Telstra Ventures became Telstra’s independent venture investment partner, formally backed by Telstra and HarbourVest, one of the world’s largest private equity funds.


We Focus on the Growing US-Asia Investment Corridor

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We Are Among the Few Pure Play Growth Investors Focused on This Opportunity ($5M to $25M)

$0

$5,000

$10,000

$15,000

$20,000

$25,000

$30,000

2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020

By 2020 Asia will be 1.6x the US; China will be greater than US by 2026

Asia

U.S.

Nominal GDP ($B)

Source: IMF Data

VC Investments ($B)

Source: CB Insights

$0

$20

$40

$60

$80

$100

$120

$140

2012 2013 2014 2015 2016 2017

Value of Asian VC financing is currently half of the US per GDP

U.S.EuropeAsia


We Identify Emerging Winners Early

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Investing in 10

Companies per Year

Proactive Generation150 investments per professional per year

Venture Network60+ portfolio companies,

100+ venture firm co-investors

75 years combined VC experience on team

Corporate NetworkRelationships with

1,250+ companies generating

insights on customers and channel

Data ScienceFiltering and scoring 10,000 companies

to identify 2-15 possible companies/week


Investments with a customer focusWe focus on HIGH GROWTH OPPORTUNITIES that have strategic synergy with Telstra’s own solution portfolio

To help our investment decision:

We ask for our customers’ view,

We use internally, so we have learnings,

We trial with customers,

Only after this do we take solutions to market

Customer POC

Telstra use

Customer feedback

Based in Silicon Valley, China and Australia

Best of breed technologies /products / services

Led by proven entrepreneurs

Later stage venture capital / growth equity investments


Artificial Intelligence

Where we invest

Cloud

Cloud Infrastructure & Apps

Drones

FinTech

IoT

Media

Mobile

Mobile video & apps

Next Generation Media

Next Generation Networking

Security

Sports Tech


Investment portfolio

SnapTravel


1,650+ Telstra customers using Ventures solutions


Pe

net

rati

on

-Te

lstr

a st

rate

gic

acco

un

ts

PORTFOLIO DEALS TELSTRA VENTURES ENGAGEMENTS & TRIALS


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Strategic Growth Equity Fund with deep set of channel and customer relationships

16Exits

1.8xMM Return, 33% IRR

60+Quality Companies

Significant Upside with Low Mortality Rate

Telstra Ventures I$322M

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Telstra Ventures II$275M

Strategic LPs

$112.5M

$112.5M

Opportunity for Institutional Capital

$50.0M

Building on our track record


Page 13

IPO

IPO IPO Acquired

Liquidity Events

IPO

IPO


Deployed across all staff laptops and desktops

Our Channel Contract team use Docusign to facilitate quicker sign off and document tracking

Our Chief Marketing Office use Whispir to engage in two way conversations with our community

Helps identify suitable areas for network rollout

We use many of our investments internally

Tracks & measures end customer experiences across Telstra mobile applications

Ensures employee mobile devices are safe when people are on the move and/or connected to public Wi-Fi

Telstra HR created a bespoke application that enables employees working remotely to log timesheets and review leave balances


Gurpreet GhulianiHead of Strategic Synergy

Sarah RobertsonMarketing Manager

SYNERGY PROFESSIONALS 5-20 Years Experience in Marketing, Sales, BD

Maggie ZhouManager Strategic Synergy

Rajesh CrumlinCTO

Experienced Team

Page 15

Traditional Growth Equity /

VentureCapital

+Business

Operations+

Corporate Development

Expertise

DB Capital Partners

Mark ShermanManaging Director19 Years VC Experience

Matthew KoertgeManaging Director20 Years VC Experience

Marcus BartramPartner,7 Years VC Experience

Chris Pu Partner18 Years VC Experience

Steve SchmidtPartner7 Years VC Experience

Jonathan SerfatyData Science

Geoff DolphinCFO

Michael McHughDeputy CFO

OPERATIONAL PROFESSIONALS DATA SCIENCE

Albert BielinkoPrincipal

Yash PatelPartner

Saad SiddiquiPrincipal

INVESTMENT PROFESSIONALS

Elaine PanSenior Associate

Nautilus Ventures

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CTO

Joseph AnSenior Asssociate

Colin ReidData Science


ADDITIONAL SLIDESvisit www.telstraventures.com

http://www.telstraventures.com/


Jun 2012 May 2013Feb 2012 Jun 2013 Sep 2013Dec 2012 Apr 2014

May 2014 Jun 2014 Jun 2014 Nov 2014

Oct 2015

Feb 2015Dec 2014 Dec 2014

Mar 2015

Feb 2015

Dec 2015 Jan 2016

Feb 2012 Jun 2013

Nov 2014

Mar 2015 Jan 2016 Mar 2016 Apr 2016

June 2016

June 2016 June 2016

June 2016 Mar 2017Oct 2016

Dec 2013

Oct 2016June 2016 Oct 2016 May 2017 Jun 2017May 2017 Jun 2017

Jun 2017 Jul 2017 Oct 2017May 2017 Nov 2017 Dec 2017 Dec 2017 Dec 2017 Jan 2018March 2018

Investment timeline

July 2018 Aug 2018 Sep 2018

SnapTravel

Oct 2018 Nov 2018 Jan 2019 March 2019 May 2019 May 2019May 2019


Gate 3 Scale

Telstra productisation and internal adoption

Gate 1 Go to Market

Marketing support

Gate 2Business Development

Identify early customer and partner opportunities

Companies of focus

https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&ved=2ahUKEwj4s6v0pvjbAhUTtJQKHTI6BWMQjRx6BAgBEAU&url=https://jobs.lever.co/opengov/2f46744d-5f6f-475f-8d62-9b3ec1f37778&psig=AOvVaw0uOtWkvBiV9fioZa7I94Rh&ust=1530342147355670


EMERGING THEMES PORTFOLIO EXITS

CLOUDData heavy SaaS, API’s,

Micro-services, Containers

SECURITYBehavioural analytics, Next Gen endpoint, New authentication

& identity models

NETWORK5G, SDN, Next Gen Wi-Fi,

AI Analytics, IoT

CONSUMERMarketplaces, Mobile Apps,

Millennial Video, E-sports

MEDIAShift to IP, Blend Broadcast and IP,

Data and Efficacy

MOBILEMobile AR, Mobile Apps for

SMBs and Millennials

OTHERAI/ML/DL, AR/VR, Drones,

Block chain, Robotics

Focus and Research drives Exits

Page 19 | Confidential and Proprietary

SnapTravel


Telstra’s innovation pillars

Show technology thought leadership to Telstra and customers

Muru-D: Accelerator programs that help founders scale utilising Telstra networks

Telstra Labs: A controlled environment to explore new technology with partners and customers

Source world class technology for Telstra’s customers and business units by taking strategically relevant minority investments in market leading, high-growth companies

Acquire companies to deliver best in breed services and innovation capabilities that complement Telstra’s strategic intent

Chief Technology Office

Telstra VenturesMergers and Acquisition


Telstra Ventures customer retail example

Now the app is live, thecompany uses Panviva to quickly upskill the support team, giving them context-sensitive guides so they can handle customer queries and concerns.

A company decides to open a new office. Once they’re on site, VeloCloud can set up a network (WAN) in just minutes using Telstra 4G.

Once on the network, the company signs up for and enables CrowdStrike,protecting their devices and endpoints against cyber threats.

Now, it’s time for the companyto start putting their message out to the market. Near delivers insights and data on potential customers in the area.

Based on the Near data,the company sends a targeted, omni-channel marketing campaign via Whispir.

The company gets a sales enquiry from the campaign but the customer wants to go through a contract in person. They upload the order on Box, making it available on mobile devices.

Great meeting! The customer wants to sign up right away, which is done – legally and securely – on the spotvia DocuSign on thesales person’s mobile device.

The customer asks if they get any rewards for signing up. So the company uses Kony to build a new mobile app that is published on both Android and IOS and allows customers to earn and trackrewards.

To detect threats and potential risks, the company builds the Zimperium SDK within the newly launched app. The app is then optimised using InstartLogic, ensuring a brilliant customer exp.

Marketing and CommsGettingStarted Building New MobileChannels Enabling DigitalEngagements CustomerSupport

Deliver great customer service and half contact centre costs using AI technology that automates interactions with customers via mobile apps, web or SMS.

You’ve collected large amounts of data but how do you extract value?

Analyse complex data without the need for costly data warehouses. With Incorta you can generate reports in minutes that previously took 8-12 weeks

Finally, remove the need to manually convert data from one raw form into another for analysis. Trifactaorganises and structures data automatically into a usableform ready for analysis so your resources can focus elsewhere.

6Analytics and Reporting


Telstra Ventures: Net DevOps

First things first, simplify network setup, complexity and cost by automating provisioning. Move at the speed of business and manage your data centrenetwork using open source from anywhere at anytime.

Utilise Nasuni’s Cloud Based Network Attached Storage so your organisation is setup to store, protect, synchronise, and collaborate on files across locations at scale. Leverage public cloud whilst delivering Network Attached Storage performance benefits.

GettingStartedEnabling effective digital engagements

Delivering optimal customer experiences

Now that you’re up and running, it’s time to break down silos and get everyone working together. Create a central network configuration repository using developers source code manager. Enable cross functional teams to create, manage, test and release code and network configurations safely in one place.

Ready to engage customers? Deploy NGINX to create the ideal end-to-end high performance platform for your web applications. Ensure websites and apps serve the right content, at the right time, to the right people effectively at scale.

Protecting employees, customers and business operations

Now that you’ve deployed next generation applications across your business, you need next generation security defenses to protect yourself from the latest cyber attacks

Enable CrowdStrike to protect employee devices from cyber attacks and support endpoint protection for containers. With Next Generation Machine Learning Anti-malware protection, you can be sure that information and docker containers are safe.

With Auth0’s identity management platform get apps in the hands of customer faster. Auth0 does the heavy lifting for you by fast tracking security authentication through APIs and integration with most identity providers.

The hard work is done and you are ready to launch your applications. Allow developers to experience mobile apps and websites the way their customers do around the world. Test and monitor apps on over 100 mobile networks in 80+ cities and 30+ countries in real time.

Securely integrate your entire environment with Software Defined Wide Area Network.

Fine tune application performance for your network traffic everywhere and enable multi-cloud orchestration. DNS is a mission critical function for every enterprise as it affects how efficiently IT teams can deploy applications, how well those applications perform and how easily new architectures can be implemented.


Telstra Ventures: Marketing and Analytics

You’re looking to run a marketing campaign during the Australian Open Tennis Tournament and want to understand more about potential target audiences.

The Near platform processes massive amounts of data from smart environments, like apps, to provide information on people, places and products.

This intelligence can be used to understand consumer behaviourincluding demographics, interests, household income and affluence to ensure campaigns are relevant.

Optimise Digital ChannelsGet Started Engage Customers Effectively Understand Campaign Performance Gain Insight from Big Data

Now that you’ve created content its time to build a compelling website

Use NGINX to ensure websites perform well when under pressure from concurrent users. The web server can be used as a reverse proxy, load balancer, mail proxy and HTTP cache, ensuring smooth operations always.

Use Instart to guarantee content and ads are displayed as intended. Instartoptimises HTML, JavaScript and images as they come together in the browser to deliver a great end user experience each time.

Everything is ready and it’s time to engage customers.

Using insights from Near to send targeted omni-channel messages to customers via the Whispir platform. Automate, personalise and layer communications with smart workflows and simple templates.

Quickly build and deploy enterprise grade applications so customers can interact with your brand. Develop an app once and deliver it across multiple devices (tablets, laptops, desktops) to avoid increases to development costs or workload.

Now that you’re engaging customers how do you know if interactions are effective?

Use Singular to combine campaign data from thousands of sources (web, mail, social) in a single dashboard for a holistic view of campaign performance.

Experience mobile apps and websites the way customers do around the world. Test and monitor apps on over 1,500 mobile networks in 70+ cities and 30+ countries in real time to ensure they are working as they should.

Analyse complex business data in real-time eliminating the need for data warehouses and ensure business agility by reducing the time it takes to run large reports to several minutes


Telstra Ventures Cloud and Big Data example

Build networks for cloud data centres that are fast to deploy and scale, and be free to choose the hardware and software you want with Cumulus’ open source network development platform you can write and deploy your network at any scale.

Drive your digital transformation to modernize legacy, monolithic applications as well as new micros-service based applications with the NGINX technology suite to deploy and deliver your sites and apps with performance, reliability, security and scale, which runs on over 300 million of the world’s websites.

Build new applications fast in a concurrent software development platform that let’s everyone in teams contribute, with version and security controls on every change to the sourcecode with end to end governance on how its developed and deployed.

Drive multisite collaboration and consolidate storage operations and significantly improve cost. With Nasuni’s Global file synchronisation and network attached storage file management technology you are able to store, protect, synchronize and collaborate on files across all locations at unlimited scale.

Getting actionable business insights from data in large databases is very time consuming, expensive and inflexible to changes. Incortasolves this with their Direct Data Mapping engine, you get real-time aggregation of large, complex business data without needing a data warehouse, with near instant query results.

Supercharge your application and website user experience to sub-second page loads with Instart. Its platform makes the delivery of websites and applications fast, secure and easy. It’s the world’s first endpoint-aware application delivery solution based on the user’s specific device, browser, and network conditions.

Perform at scale Build for scale


Telstra Ventures strengthens the security story

Security solutions designed to meet customer needs with Telstra SOC and Security Practice

Telstra security operations

Provide a safer and more comprehensive consumer experience

Network/Cloud

Vulnerability management and security of desktop and mobile networks

Endpointand Mobility

Simple identity access solutions. Password, controls, API security

Identity and Access Management

Smart surveillance, electronic security and end user behaviour analytics

Physical – DC/buildingsCloud Applications and Data

Consistent understanding of security controls through real-world scenarios and potential threats

Threat Intelligence/Governance/Visibility


Functional areas of investment

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Network

Software Defined Networking – SD WAN . Performance of global branch n/wks

Next generation wireless infrastructure

Build an efficient and affordable data centre network using open networking software that runs on Linux using web-scale principles

Leading intelligent DNS & traffic management

Next gen SDN solution targeting open access to mobile infrastructure

Cloud based OTT Software Defined Networking and managed services designed to meet Chinese enterprise market conditions

China’s largest communication APIs

Net DevOps

Single application for the software and operations development lifecycle

Build an efficient and affordable data centre network using open networking software that runs on Linux using web-scale principles

Accelerate web content and delivery for world largest sites

Cloud-based platform that enables you to collaborate, store, protect, and synchronise all unstructured file data, from actively used to inactive, across all locations

Identity-as-a-service. Authenticate and authorise apps and APIs

Testing & monitoring of mobile app performance across the globe in real-time




Security

The leading enterprise mobile security platform

Next Generation Anti Virus to protect endpoints

Comprehensive suite of threat intelligence solutions for organisations of any size

Identity-as-a-service. Authenticate and authorise apps and APIs

Cybersecurity assessment SAAS platform

Phishing protection across the entire organisation

Next generation data centre and cloud security platform

A lead in Identity verification solutions

Third-party vendor risk assessment platform


Data Analytics

Insights into very large and disperse data volumes via direct data-mapping technology in less than seconds

Video big data and analytics platform

Big data company specialised in environmental and agricultural data collection, analysis and application

Prepare data by utilising machine learning to provide UX and architecture

Testing & monitoring of mobile apps across the globe



Customer Experience

Independent mobile marketing analytics platform

Mobile location based data platform

World’s first endpoint aware app delivery solution

Testing & monitoring of mobile apps across the globe

Platform to rapidly deliver mobiles apps

Automated communication platform for messaging

Digitalise customer experience, such as billing



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Digital Transformation

IoT SaaS monitoring platform that helps organisations monitor and manage the condition of their industrial equipment

Robotics that simplify record management

Faster, cheaper, better time-sensitive deliveries

Cloud contact centre platform

E-signature, streamline & effective digital transaction management

Cloud ecommerce platform

Chatbot, video, phone, and in person technology support for small business

Solving challenges in machine learning & natural language processing

Cloud based software for public sector budgeting, reporting and powering more accountable governments

China’s leading cloud based multimedia content management platform for mobile apps

An AI and humanoid robotic company for business and consumer use

Leading Chinese Virtual Reality and Augmented Reality company


Telstra Ventures team locations

Sydney

Melbourne

ShanghaiSan Francisco

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Documents

Ventures Messagingtelstraventures.com/wp-content/uploads/2019/08/Master-messaging … · • We are backed by our strategic investors Telstra, one of the 20 ... per Year Proactive