Presentation for the February 11, 2014 Fiji Alumni Luncheon. The presentation covers the career and personal background of Martin Chvoj as well as an overview of the Mobile Industry and Angel Investing. For more information, please email Martin at mchvoj@yahoo.com.

1. Martin Chvoj

2. Fiji Days
 UW class of 1998
 BA – Economics & Finance
Varsity tennis
Washington Student Athlete Advisory Board
 Fiji Graduate liaison

3. Experiences
 Graduate study at Oxford University
 Lived & worked in Prague, CZ 5 years
Big W representative for Men’s Tennis
Compete in tennis, ski racing, bike racing
 Extensive travel

4. Career
 Followed an arc of curiosity and learning
 Focus has been on product & mobile
 Experience ::
 Go2Net / InfoSpace – early content & mobile pioneer
 NCH – manufacturing
 Hitachi Consulting – management consulting
 AT&T – Product leader in messaging & data & devices
 INQ Mobile – Social mobile devices
 Currently – Technology platform to enable community
Startup consulting / advising

5. INQ Mobile

6. INQ Mobile Devices

7. INQ Mobile Target Market

8. INQ Mobile Target Market
It is a consumers
market today!

9. Currently

10. Mobile Industry Overview

11. Where is Mobile going?
 Operator revenue is shifting to data
 Device market has consolidated to fewer players
 Device connectivity will continue to grow
 Entering a “connected intelligence”era
 It is consumer driven market
 4th wave of revenue
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


Wave
Wave
Wave
Wave
1
2
3
4
::
::
::
::
voice
messaging
access
mobile applications & services

12. 4th Wave of Mobile
 Mobile is a trillion dollar industry that will impact all
other trillion dollar industries
 Startups are disrupting the ecosystem
 Players in the 4th wave ::




OTT / Applications (startups)
Operators
Infrastructure
Devices

13. 4th Wave Contenders

14. Size of the mobile industry

15. Mobile Data Revenue Growth

16. Shift in mobile revenue

17. Mobile ONLY revenue
Zillow – 60% + queries mobile
Facebook – 50% mobile revenue, soon to be 75%
Pandora – 70% mobile revenue
Twitter – 50% mobile revenue
Square – 100% mobile revenue
Uber – 100% mobile revenue
 Other with growing mobile revenue –
Starbucks, Expedia, Nordstrom, etc.

18. Industries to be most disrupted

19. Angel Investing

20. Angel Investing
 Annual income of $90,000
 Net worth of over $750,000
 Comfortable amount of free cash flow
 90% of angel investing is in companies of 20 people or less
 250,000 angel investors in the US
 Potentially as many as 2 Million investors in the US
 Angels typically seek to own 5 – 25% of a business
 Angels are active and seek a board seat or consulting role
 Prepare for a 1 in 3 chance your investment will fail

21. Startup Resources
Angel List
- angel.co - where startups meet investors
Gust - gust.com – Global platform for startup funding and investing
Geekwire – www.geekwire - PNW startup & technology news
source
Crunchbase – www.crunchbase - Directory of startups and
funding activity
SURF Incubator
startups & entrepreneurs
– www.surfincubator.com - Incubator for
Seattle Angel Conference–
www.seattleangelconference.com - Angel investing community in
Seattle