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谁将成为风投大鳄Index Ventures的下一个目标?

上世纪90年代,Neil Rimer从美国回到日内瓦,帮助父亲Gerald从瑞士债券交易公司Index Securities退出。1996年,他察觉到刚刚起步的欧洲创业大潮,在大多数欧洲人不知道什么是风险资本前,他与弟弟David及前麦肯锡公司顾问Giuseppe Zocco建立了Index Securities。

欧洲风险投资大涨之前,Index于2002年在伦敦设立了办公室,并先后投资了Skype、JustEat、Deliveroo、Supercell、Adyen、TransferWise、Dropbox和Slack等公司。

不过,自2011年在旧金山开设美国办事处以来,该公司的运营更加全球化。如今, Index旗下24个国家的公司中有35000名员工,创造了近100亿美元(77亿美元)的年营收。2016年2月,Index宣布筹集了12.5亿美元资金,种子轮融资和首轮融资金额为5.5亿美元,大约占总额的七成,还有7亿美元用于后期投资。大部分资金均匀分布在欧洲和美国,但澳大利亚获得资金数量领先于其他地区。

最初20年,该公司专注科技和生命科学领域,2016年公司将后一业务拆分为一家独立的生命科学投资公司Medicxi Ventures。如今,Index合伙人对安全、扩充实境、虚拟现实、工作和金融科技尤其感兴趣。"很快就有人会为知识工作者创造谷歌,为消费者金融服务创立亚马逊。"哈默说,"我们知道可能是谁。"

我们与Index Ventures 的Gloria Baeuerlein、Martin Mignot讨论了欧洲创业公司现状以及他们投资时所寻找的东西。

Shardul Shah (合伙人,旧金山)

"当今企业的核心挑战是生产力。"扩展伯克利包过滤" (Berkeley Packet Filter)技术可能成为基础性技术,我对这方面比较关注。它允许不同系统实时、高保真整合事件和度量。这种技术还需要三到五年的时间发展,它很可能也没有很多人谈论,但它却非常强大。"

Ilya Fushman (合伙人,旧金山)

"从Dropbox到Slack,人们的工作方式正在发生根本性的变化。然而,还有很多行业、流程依靠纸张脱机工作。例如,零售业工人们仍然主要用书面文字交流。创业公司拥有巨大的机遇,它们可以通过改变基础设施从根本上改变这些行业。"

Gloria Baeuerlein (负责人,伦敦)

"我是一个增长阶段投资者,我跟踪医疗保健和农业科技行业的一系列A轮融资公司。长期以来,世界都要求生产食品更多、更高效,因此我认为,在两到三年的时间内,我们可能将看到一批农业科技公司进入增长阶段。世界需要解决急迫的现实问题。"

Damir Becirovic (负责人,旧金山)

"手机连接了我们传统上归类为低收入或中等收入家庭(即普通家庭)受众。过去创业公司专注过度服务主要城市地区。但未来我们将看到为普通消费者服务的企业,通过物流、自动化和规模经济发展使产品变得更便宜。"

Martin Mignot (合伙人,伦敦)

"人们说移动设备已经饱和,但在金融科技、食品和医疗等领域还有机会。这些领域难以驾驭,但获利巨大。瑞典在金融科技和医疗保健领域尤其处于领先地位,经验丰富的公司创始人拥有强大的消费者移动服务经验,还有具有前瞻性的政府。"

Martin Mignot (合伙人,伦敦)

"Index被设定为多元文化;对于今天的企业来说,要想成功就必须在全球视角下创立公司。你的团队保持多样性及多样性的想法非常重要。我看好英国脱欧。我相信企业家们总能找到创新方法,但我最不愿意看到的是大西洋两岸人才流动减少。"

In the 90s, Neil Rimer returned from the US to Geneva to help his father Gerald exit his Swiss-bond-trading firm, Index Securities. He spotted the fledgling European startup scene and, in 1996, founded Index Ventures with his brother David and ex-McKinsey & Company consultant Giuseppe Zocco - long before most Europeans understood what venture capital was. "We started every meeting with a slide that asked, 'What is Venture Capital?'" he says.

A London office followed in 2002 and, ahead of the European VC curve, Index backed companies including Skype, Just Eat, Deliveroo, Supercell, Adyen and TransferWise. US investments include companies such as Dropbox and Slack. "We have 20 years of operating history in Europe, so we have a bigger associated pool of founders and folks who have been part of the Index family," explains Ilya Fushman, a partner at the San Francisco office. "In the US we operate with more hustle and sweat equity."

Since opening its US office in San Francisco in 2011, however, the company's approach has been more global. Today, 35,000 people work across 24 countries for Index-backed companies, generating close to $10 billion (£7.7bn) in combined annual revenue. In February 2016, Index announced it had raised funds totalling $1.25 billion, split $550 million for seed and first-round funding - roughly seven in ten of the firm's deals - and $700 million for later-stage investments. Most of the funds will be spread equally across Europe and the US, with Australia leading the other territories.

At the company's weekly meetings to decide on investments, every partner in every office has an equal say. "We have all either lived or worked or studied on both sides of the Atlantic," says Jan Hammer, one of the company's London-based partners.

Having focused on tech and life sciences for its first 20 years, the company spun the latter business out into Medicxi Ventures, a standalone life-sciences-investment firm, in 2016. Today, Index partners are particularly interested in security, augmented reality and virtual reality, work and fintech. "Soon, somebody will build the Google for knowledge workers and the Amazon of consumer financial services," Hammer says. "And we have an idea who that might be."

"The core challenge for enterprises today is productivity. I am excited by what could be a foundational technology called extended Berkeley Packet Filter. It allows the real-time, high-fidelity collection of events and metrics from a variety of systems. It's three to five years away and likely to be an enabling tech that not a lot of people talk about, but it's so powerful."

Ilya Fushman (Partner, San Francisco)

"From Dropbox to Slack, the way people work is fundamentally changing. However, there are still too many industries and processes that are paper-based and offline. In retail, for instance, workers still communicate mainly in the written word. There are huge opportunities for startups fundamentally transforming those sectors by changing their underlying infrastructure."

Gloria Baeuerlein (Principal, London)

"I'm a growth-stage investor and I'm tracking Series A companies in healthcare and agricultural tech. There's huge long-term need for the world to produce more food more efficiently, so I think we'll see a tranche of ag-tech companies moving into the growth stage in maybe two to three years' time. There are real and urgent problems to solve."

Damir Becirovic (Principal, San Francisco)

"Mobile is connecting an audience we'd traditionally classify as low- or middle-income - the average household. Historically, startups have focused on over-served major urban areas. We'll see entrepreneurs who service the average consumer, making things cheaper through advances in logistics, automation and economies of scale."

Martin Mignot (Partner, London)

"People say mobile is saturated, but there are opportunities in areas such as fintech, food and healthcare. These are tricky to navigate, but the prizes are large. Sweden in particular is ahead of the curve in fintech and healthcare, with experienced founders having strong consumer mobile experience and a government that is forward-thinking."

Jan Hammer (Partner, London)

"Index is multicultural by design; for businesses today to succeed, they have to be born global. It is very important to have diversity of thought, as well as diversity in your team. I'm bullish on Brexit. I believe that entrepreneurs will always find ways to be creative, but what I would hate to see is a reduction in the mobility of talent on either side of the Atlantic."


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