How to think like VC

Innopolis University

November 2015

?

The call is the only measure

of success

Recipe of success

Recipe of success

Want to argue?

Warren Buffett: – “When a management team with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact.”

Recipe - Market

• Your offer - Vitamin or painkiller • Size and growth • Structure – can anyone squeeze your profit • Barriers to entry • Ready for disruption: overserved or underserved

Recipe - Business Model

• Sustainable Competitive advantage

aka “Secret Souce”

“Unfair competitive advantage” etc.

• Scalability

Recipe - Team

• Experience • Brothers-in- Arms • Can attract top talents

“Either .. Or ..” is a loser's choice

Check-list

• Promising market - with strong fundamentals

• Scalable business model - based on the

sustainable competitive advantage • Bonded Team with experience • Business Logic

Marketplace vs Hi-Tech

Marketplace vs Hi-Tech

Promising market with strong fundamentals

Scalable business model based on the sustainable competitive advantage

Bonded Team with experience

Business Logic

Marketplace vs Hi-Tech

Good VC

is always

open-minded

Take the most from Innopolis Labs

• Test technology fundamentals:

• fast answers and facts • in perfect conditions

• Diversity of minds and experience

• Secure environment for learning

• Use time to build you team and traction

Take the most from Innopolis Labs

And we will call you

Q&A