Carlson Investments Se · NEWCONNECT:CAI
Carlson Investments — Investor Presentation (April 2021)
26 slides from Carlson Investments's investor presentation, Apr 26, 2021
Slide 1: Carlson Capital Group
Capital Group Ci [JAN CV i CARLSONIwesimercs EVIGA fa%*™ CARLSON Ventures International
Slide 2: Agenda
Agenda 1 2 3 3 Carlson Investments Evig Alfa VC Fund Portfolio About About Structure Portfolio Investment targets Summary Structure Structure Highlights Team Key Staff Traction
Slide 3: Set up in 2006 by private investor from Monaco
Set up in 2006 by private investor from Monaco Mr. Artur Piotr Jedrzejewski with the capital of $100 million
Slide 4: Majority shareholder Carlson Ventures International
Majority shareholder Carlson Ventures International (CVI) is a venture capital fund investing mainly in Europe since 2006, focusing its activities on SMEs from variety of sectors. Since the beginning of its activity CVI has invested in more than 40 different entities, both public and private, beside
Slide 5: Carlson Investments
Ci CARLSONInvestments
Slide 6: Transformation to CI S.A. and NewConnect IPO
Transformation to CI S.A NC Warsaw Stock Introduction 2009 Exchange IPO Carlson Investments S.A. (CISA) aims to invest in technological Debut on Warsaw Stock Exchange as a company business ventures characterized by both product or process producing building material called „Hotblok” through subsidia
Slide 7: Carlson Investments ASI S.A.
Carlson Investments ASI S.A About ASI (AIF) Pursuant to the Act on investment funds, the activity of alternative investment companies requires the license from the Polish Financial Supervision Authority (KNF) and the entry of the register of alternative investment company managers. Carlson Investmen
Slide 8: Carlson Ventures International Ltd. and Carlson Investments Group
Carlson Ventures International Ltd. Private funds contributor to EVIG Alfa – PE fund operating in Europe from 2006. Current investments of Carlson Ventures International, among others, include: Carlson Investments Group Besides CVI, remaining companies from the Group are presented below. We are now
Slide 9: Structure
STRUCTURE Suprevisory Board Management Board Łukasz Marczuk Damian Goryszewski Kinga Dębicka Aleksander Gruszczyński Chairman of the Board Member of the Board Member of the Board President of the Board Paweł Szewczyk Grzegorz Kubica Member of the Board Member of the Board Investment decisions are ma
Slide 10: Carlson Investments S.A. quotations from the last months
Carlson Investments S.A Quotations from the last 12 months
Slide 11: Fundusze Rzeczpospolita
we Fundusze Rzeczpospolita q Europejskie _ inteligentry Rowe Unia Europejska Polska Europ
Slide 12: Global Market Drivers
GLOBAL MARKET DRIVERS Our goal is to take advantage of global trends 4th Industrial Revolution – IoT – CAGR 25%, $1463 bln forecasted in 𝟐𝟎𝟐𝟕𝟏 Rapid development of Artificial Intelligence – CAGR 42%, $465 bln in 𝟐𝟎𝟐𝟕𝟐 Transfer of services to the Internet – SaaS – CAGR 17%, $219 bln in…
Slide 13: EVIG Alfa VC Fund
EVIG ALFA VC FUND About EVIG Alfa Numbers of portfolio companies per branch EVIG Alfa Venture Capital Fund was established in cooperation with Carlson Venture International LTD to invest in early stage technology projects focused on R&D with commercialisation potential. EVIG Alfa obtained public fun
Slide 14: Structure
STRUCTURE Investment Commitee Management Key Staff Staff Dawid Wesołowski Dawid Wesołowski Zofia Banaszewska Industry Experts President of the Board Investment Manager Łukasz Marczuk Łukasz Marczuk R&D specialists Vice-president of the Board Piotr Wojnar Business analysts NCBiR expert Financial anal
Slide 15: EVIG Alfa VC Fund management
EVIG ALFA VC FUND Dawid Wesołowski Łukasz Marczuk President of the Board Vice-President of the Board An expert with 15 years of experience specializing in mergers and During his work at the European Venture Investment Group S.A. acquisitions projects, company valuations and capital raising. As a he
Slide 16: EVIG Alfa Team
EVIG ALFA TEAM Artur Jędrzejewski Zofia Banaszewska Limited Partner Representative Investment Manager An expert for 15 years involved in investment banking. Former An experienced manager at various levels of management within Director at BRE Corporate Finance S.A., responsible for the the ECDF Advis
Slide 17: EVIG Alfa Team
EVIG ALFA TEAM Paulina Wojciechowska Marek Tłuczek PR Manager R&D Expert Experienced manager in coordinating the team and organizing R&D expert with more than 10 years of experience in the field of events. Has graphic skills - designing promotional and business computer science and AI. Graduated at
Slide 18: EVIG Alfa Investments Traction
EVIG ALFA INVESTMENTS TRACTION EVIG Alfa VC portfolio building progress 17 OUT OF 41% 41 PROJECTS 2022 INVESTMENT PORTFOLIO COMPLETION 1 INVESTMENT PER MONTH 650+ PROJECTS IN PIPELINE SO FAR 17 MLN PLN INVESTED SO FAR
Slide 19: EVIG Alfa Portfolio
EVIG ALFA PORTFOLIO PROJECT BRANCH PRODUCT INVESTED Revolutionizing peer-to-peer lending transactions, creating an innovative AI, FinTech Q1 2020 web platform and mobile application. MedTech Diagnostic and rehabilitation system for pelvic floor muscles. Q1 2020 Sensors Mobile pathogen detector for b
Slide 20: EVIG Alfa Portfolio
EVIG ALFA PORTFOLIO PROJECT BRANCH PRODUCT INVESTED IoT Whirla is tool for management of shared workspaces within the organisation. Q3 2020 Solution for an efficient real-time monitoring of the mainframe environment Z- AI with the support of Machine Learning algorithms. Q3 2020 RAYS System designed
Slide 21: EVIG Alfa Portfolio
EVIG ALFA PORTFOLIO PROJECT BRANCH PRODUCT INVESTED Advanced Lighting Control System increasing safety in places of it’s IoT Q4 2019 application. Automatic oral scanner (DAOS) providing a high accuracy digital model of MedTech Q4 2019 the oral cavity (teeth and gingiva) for dental purposes. A system
Slide 22: EVIG Alfa Portfolio: Terrabio
EVIG ALFA PORTFOLIO Summary Business model Pathogens present in food, crops and fodder cause up to Three posible commercialization options: 80% of loses in cold store, increase usage of pesticides Direct B2C – sales to farmers (validated) and cause over 1m Europeans to suffer consequences of B2B2C t
Slide 23: EVIG Alfa Portfolio: PelviFly
EVIG ALFA PORTFOLIO Summary Business model Weak kegel muscles cause incontinence, a problem that Users purchase a device (kGoal) and then use the affects 30% of the female population. mobile application in freemium model (PelviFly). PelviFly is a combination hardware (kGoal) and mobile app for diagn
Slide 24: EVIG Alfa Portfolio: €peer
EVIG ALFA PORTFOLIO Summary Business model Peer-to-Peer lending sectior has been significantly growing Easily scalable business model: globally, estimated to be valued more than EUR 470bln in Margins on users transactions and effective debt 2027 collecting progres €peer is a innovatide P2P lending p
Slide 25: EVIG Alfa Portfolio: EnForce
EVIG ALFA PORTFOLIO Summary Business model In Poland over 13k people lose a limb yearly, 90% of them Three posible options: receive a traditional passive prosthesis which in most cases B2B and B2C distribution by Enforce Medical causes more medicial issues. Partnerships with distribution networks En
Slide 26: Invite to Cooperation
INVITE TO COOPERATION We invite you to benefitial cooperation [email protected] [email protected] n [email protected]
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