Reinventing the Factory Stack
Reinventing the Factory Stack
Perspectives from an Early Stage VC April 25, 2018
@ROBINDCHNT
Agenda
1
Opportunities in Industry 4.0
3
Challenges for Corporates
2
Challenges for Startups
4
Q&A
@ROBINDCHNT
Introduction
@ROBINDCHNT
INTRODUCTION
€75M Fund IV €200M AUM
OPPORTUNITIES
CHALLENGES FOR STARTUPS
12 people there of 6 investment team
CHALLENGES FOR CORPORATES
SaaS & Marketplaces Europe & North America
Q&A
Industrial Engineer 1.5y with P9
Chart shows number of investments per fund by category.
@ROBINDCHNT
Opportunities
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
The Smart Enterprise Wave
Source: https://techcrunch.com/2013/04/18/formation-8/
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Shift to service orientated business models
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Example Kaeser: instead of investing in a complete compressed air station, all you pay for is the compressed air you actually use ce i v er
-a r i A
-S a s
Source: http://www.kaeser.com/int-en/products/sigma-air-utility-operator-model/
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
US Startups raise more capital in similar application areas compared to German startups Germany
USA
3D Printing 2013, raised $13M
3D Printing 2015, raised $212M
Predictive Maintenance 2014, raised $263M
Predictive Maintenance 2014, raised $19M
CAD & Simulation 2012, raised $169M
CAD & Simulation 2012, raised capital
Tailored standards for working with startups
Clear communication and responsibilities
Faster processes Chart shows number of investments per fund by category.
@ROBINDCHNT
Q&A Get in touch
[email protected]
@robindchnt
www.pointninecap.com
https://medium.com/point-nine-news
Sign-up for my Newsletter: http://bit.ly/2FSUHfr @ROBINDCHNT
Backup
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Viessmann: A healthy risk appetite
Venture Capital
Incubation
Community
It is probably going to be much easier for software companies to enter new industries (e.g. Google → Automotive) than for traditional industrial companies to hire top notch developers. Source: https://www.v-co.io/
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Understanding the different personas and how you can sell to them
Head of Factory
Head of IT
(+)
Goals*
OEE, Efficiency, Quality
Requirements* Convince works council
How to support?* *Examples
Head of Production
(+)
Reliability, Stability, Security
OEE, Efficiency, Quality
Standards, No new systems, Security
Only one use case, No platform
Documentation, Standards, References, Roadmap, Vision Checklists, Little integration
References, Ease of Solution, Little implementation costs
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Some interesting examples
Unlocks your industrial data with digital twins that enable true digital transformation.
Collaborative lightweight robotic system designed specifically to assist humans
High quality custom prototypes and end‑production parts online.
Chart shows number of investments per fund by category.
@ROBINDCHNT
@ROBINDCHNT
Agenda
1
Opportunities in Industry 4.0
3
Challenges for Corporates
2
Challenges for Startups
4
Q&A
@ROBINDCHNT
Introduction
@ROBINDCHNT
INTRODUCTION
€75M Fund IV €200M AUM
OPPORTUNITIES
CHALLENGES FOR STARTUPS
12 people there of 6 investment team
CHALLENGES FOR CORPORATES
SaaS & Marketplaces Europe & North America
Q&A
Industrial Engineer 1.5y with P9
Chart shows number of investments per fund by category.
@ROBINDCHNT
Opportunities
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
The Smart Enterprise Wave
Source: https://techcrunch.com/2013/04/18/formation-8/
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Shift to service orientated business models
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Example Kaeser: instead of investing in a complete compressed air station, all you pay for is the compressed air you actually use ce i v er
-a r i A
-S a s
Source: http://www.kaeser.com/int-en/products/sigma-air-utility-operator-model/
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
US Startups raise more capital in similar application areas compared to German startups Germany
USA
3D Printing 2013, raised $13M
3D Printing 2015, raised $212M
Predictive Maintenance 2014, raised $263M
Predictive Maintenance 2014, raised $19M
CAD & Simulation 2012, raised $169M
CAD & Simulation 2012, raised capital
Tailored standards for working with startups
Clear communication and responsibilities
Faster processes Chart shows number of investments per fund by category.
@ROBINDCHNT
Q&A Get in touch
[email protected]
@robindchnt
www.pointninecap.com
https://medium.com/point-nine-news
Sign-up for my Newsletter: http://bit.ly/2FSUHfr @ROBINDCHNT
Backup
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Viessmann: A healthy risk appetite
Venture Capital
Incubation
Community
It is probably going to be much easier for software companies to enter new industries (e.g. Google → Automotive) than for traditional industrial companies to hire top notch developers. Source: https://www.v-co.io/
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Understanding the different personas and how you can sell to them
Head of Factory
Head of IT
(+)
Goals*
OEE, Efficiency, Quality
Requirements* Convince works council
How to support?* *Examples
Head of Production
(+)
Reliability, Stability, Security
OEE, Efficiency, Quality
Standards, No new systems, Security
Only one use case, No platform
Documentation, Standards, References, Roadmap, Vision Checklists, Little integration
References, Ease of Solution, Little implementation costs
Chart shows number of investments per fund by category.
@ROBINDCHNT
INTRODUCTION
OPPORTUNITIES
CHALLENGES FOR STARTUPS
CHALLENGES FOR CORPORATES
Q&A
Some interesting examples
Unlocks your industrial data with digital twins that enable true digital transformation.
Collaborative lightweight robotic system designed specifically to assist humans
High quality custom prototypes and end‑production parts online.
Chart shows number of investments per fund by category.
@ROBINDCHNT
