Investing in
Global Innovation
Vibhor Rastogi
Investment Director, Intel Capital
Vibhor.rastogi@intel.com
Mar 05, 2012
Intel Capital Mission
Enhance Intel’s Strategic Objectives By Making and
Managing Financially Attractive Investments
STRATEGIC
FINANCIAL
A Stage Agnostic and Long-Term Investor
Investing In a World of Possibilities
Enterprise
and Cloud
Software
and Services
Servers, Networking & Storage
Manageability & Virtualization
Data Centers & Cloud Services
AppUp Center™
Cloud Computing & Security
Visual Computing & Open Source
Mobility
Ultrabooks
Tablets
Smart Phones
Consumer
Internet
e-Commerce
Social Media & Mobile Web
Enabling Platforms
Digital Media &
Entertainment
Content Delivery/Services
Gaming & Education
Advertising
Intelligent
Systems
Digital Signage
Connected Car & IVI
Home Energy Management
Cleantech
Greentech
Grid Infrastructure
Smart Commercial Buildings
Microgrids & Communities
Manufacturing
Memory
Semiconductor Process
EDA Tools & IP
Non-Volatile Memory
Intel Capital’s Investment Criteria
When making investments, we look for:
● Innovative technology and usage models
● Strategic interest to Intel
● Strong management teams
● Addresses rapidly growing and sizable
markets
● Exit opportunity
Intel Capital Investments
2011
158 New Deals
$526M
51% Outside
N. America
74 International
Investments
6 IPOs
28 Acquisitions
Historical
1,212 Deals
$10.4 Billion
36% Outside
N. America
51 Countries
194 IPOs
289 Acquisitions
2011 Investments
2011 Intel Capital Exits
34 Portfolio Company Exits: 28 M&A and 6 IPOs
USA
Taiwan: GTSM
Taiwan: TSEC
China: NYSE
China
India
Netherlands
China: NASDAQ
Israel
Japan
UK
France
China: GTSM
Poland: GPW
*Other marks and brands are property of their respective owners
Intel Capital Global Presence
Invested $10.4+ Billion in 51 Countries
Intel Capital Offices in 26 countries
Investments in 51 Countries
Intel Capital Invested
Intel Offices
Successful Investments
Helping to Support Successful Global Businesses Since 1991
*Other marks and brands are property of their respective owners
Global Investment Syndicate
Worldwide Co-investors Providing Ready Access to Growth
Capital, Global Market Reach, Board Members and Advisors
*Other marks and brands are property of their respective owners
Intel Capital Technology Days
Shortcuts the Corporate Technology Evaluation Cycle by Directly
Connecting Portfolio Companies with Industry Executives
Delivering value for customers and portfolio companies
*Other marks and brands are property of their respective owners
Ver. Dec 2011
Intel Capital’s Unique Advantages
● One of the largest technology venture
capital organizations worldwide
● Invests at all stages in private and public
companies
● Leads investment rounds, takes larger
stakes, actively participates on boards
● Speed and agility to make quick
decisions
● Global brand recognition
● Committed to portfolio company success
Provider and Payer Technologies
• Pay for Quality vs. Pay for Volume
driving adoption of risk based
entities such as ACOs
• Cloud based Ambulatory and
Hospital EMRs lowering cost of
adoption of clinical technologies
and digitizing the HC ecosystem
• Big data for Clinical decision
support an interesting new trend
• Payers trying to become more
consumer focused in anticipation of
rollout of HC reform in 2014
Representative
Portfolio
Source: Oppenheimer, Frost and Sullivan, CMS,
Morgan Keegan
Remote Patient management
• Aging populations: 65+ expected to
reach 53M by 2020 and 80M by 2050 in
the US. This long term demographic
trend a key driver for the remote patient
monitoring market
• In place aging – There is greater desire
on part of individuals and families to age
in place. Remote patient management
provides this flexibility
• Treatment of Costly diseases Chronic heart failure (CHF) one of the
most common causes of hospitalization
for elderly Americans, and is also one of
the nation’s most costly conditions to
treat. Remote patient management
effective in preventive treatment of
patients
Representative
Portfolio
Source: ABI Research
Consumer and Mobile Health
• Smartphone adoption
• Hundreds of million smart phones
have the potential to be used for
sensing and transmitting HC data
• Mobile PHR adoption accelerated by
EHR adoption and potential for
integration via standard data
interfaces
• Increasing consumerism
• Twice as many Gen-X and Gen-Y
consumers want to access and
maintain their PHRs using a mobile
device than do Baby Boomers and
Seniors
• 50% of consumers in a recent study
want a personal monitoring device
to alert and guide them to make
improvements in their health or
treat a condition
Representative
Portfolio
Source: PWC
Bioinformatics and Genomics
Key Focus areas
•
•
•
•
•
Genomics
Proteomics
Bioinformatics and
bioanalytic portals
Molecular modeling
Computational chemistry
Representative
Portfolio
Source: IDC
Investing in Global Innovation