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Emerging Trends, Areas & Opportunities in the Online World   May, 2009
Increasing Internet Penetration © Copyright 2008 Canaan Partners  ,[object Object],[object Object],* In millions Source:: IAMAI Active Users CAGR = 48% Internet and PC Penetration Geographical Diversification
Encouraging Trends and Indicators © Copyright 2008 Canaan Partners  ,[object Object],[object Object],[object Object],* Net Revenues in $ millions Source:: IAMAI, Canaan Estimates Successful Internet Businesses Internet Usage
Low Cost Internet Start Ups ,[object Object],[object Object],[object Object],[object Object],© Copyright 2008 Canaan Partners  Source: Alexa
Opportunities – Concept Arbitrage © Copyright 2008 Canaan Partners  ,[object Object],[object Object],[object Object],Internet Sectors by Market Cap in US
Opportunities – What’s different about India?  ,[object Object],[object Object],[object Object],[object Object],[object Object],© Copyright 2008 Canaan Partners
Opportunities – Specific Examples © Copyright 2008 Canaan Partners  Financial Services ,[object Object],[object Object],[object Object],Education ,[object Object],[object Object],eCommerce ,[object Object],[object Object],Social Media ,[object Object],[object Object],[object Object],[object Object]
Investment Climate © Copyright 2008 Canaan Partners  Source:: Business Today (June 2007) Internet Investments ,[object Object],[object Object],Examples of Deals Done
Canaan Investment Focus ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],© Copyright 2008 Canaan Partners
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