Mindflair Plc · LSE:MFAI
Mindflair — Pires Investments — Investor Presentation (September 2020)
16 slides from Mindflair's investor presentation, September 2020
Slide 1: Investor Presentation September 2020
Investor Presentation September 2020
Slide 2: Business overview
Business overview A next generation technology investment company Next generation technology investment company listed on the AIM market of the London Stock Exchange (AIM: PIRI) Provides investors with early access to businesses with significant growth potential in the technology sector Established
Slide 3: Vision and strategy
Vision and strategy Investing in companies with significant growth potential Strategy includes investment in: • Next-generation technology companies directly and by co-investing in follow-on rounds in portfolio companies • Seed venture capital funds to gain optionality over a portfolio of early-stag
Slide 4: Recent developments
Recent developments Significant strides made across the Pires investment portfolio • Interim results for the six months ended 30 April 2020 announced in July • Cash of £1.1 million • Introduction of new experienced technology investors • Progress made across the investment portfolio, including: • Vi
Slide 5: Portfolio performance
Portfolio performance Already achieving investment returns Key highlights and evidence of return from investment within our existing portfolio: Artomatix was acquired by Silicon Valley-based Unity Technologies Inc in December 2019 at a price representing 500% of the initial valuation at which the in
Slide 6: Investment case
Investment case Clearly defined strategy Invests in next generation technology companies poised for exponential growth Carefully curated portfolio of high-quality technology companies across sectors including Artificial Intelligence, High quality portfolio Cyber Security, Internet of Things and Imme
Slide 7: Portfolio overview
Portfolio overview Diversified investments across chosen high-growth technology sectors AR IOT Security AI VR 6
Slide 8: Partnerships and co-investors
Partnerships and co-investors Strategic partnerships to leverage growth • SVV is focused on the UK and Ireland and has a co-investor base of highly reputable domestic and international VC players, including Taiwan’s HTC, Japan’s UTEC Ventures, Sweden’s EQT Ventures and Octopus Investments in the U.K
Slide 9: Portfolio companies: Artificial Intelligence
Portfolio companies Artificial Intelligence $14.7bn Revenues from AI software market in 2019 $118.6bn Estimated revenues from AI market in 2025 Source: TRACTICA (2019) Artomatix is revolutionising the AR/VR, games, CGI and film industries Getvisibility utilises AI at scale to discover, classify and
Slide 10: Portfolio companies: Internet of Things
Portfolio companies Internet of Things $212bn Size of IoT worldwide market in 2019 $1,612bn Estimated size of IoT worldwide market in 2025 Source: Statista (2019) Wia is a leading Internet of Things (IoT) CameraMatics is the next evolution in Fleet & Ambisense is the world’s first IoT sensor for rea
Slide 11: Portfolio companies: Immersive Technologies
Portfolio companies Immersive Technologies $11.4bn Value of AR/VR market in 2017 $571bn Estimated value of AR/VR market in 2025 Source: Allied Market Research (2019) Immersive VR Education transforms how training and education is WarDucks is an all-star game development studio known for top-notch de
Slide 12: COVID-19: Impact on technology start-ups
COVID-19 Impact on technology start-ups • Based on this framework by respected VC market research firm Dealroom, the fund looks to be well positioned in the medium to long term • The portfolio companies are classified in either green or blue Source: Dealroom.com (2020) 11
Slide 13: COVID-19: Impact on portfolio companies
COVID-19 Impact on portfolio companies Structural Positive Cyclical Negative Cyclical Positive Structural Negative Note: VividQ, Wia and Ambisense are in the neutral zone 12
Slide 14: Summary
Summary § Investment company providing access to businesses with high growth potential in the next generation technology sector § Attractive sectors comprising AI, Machine Learning, IoT, Cyber Security, Big Data and Immersive Technologies all poised for exponential growth § Significant sector experi
Slide 15: Disclaimer
Disclaimer This document has been prepared by or on behalf of Pires Investments plc (the “Company”) in connection evaluating the Company. By receiving this document, you will be deemed to agree that your directors, officers, employees and representatives will use the document and such information on
Slide 16: London Pires Investments plc
London Pires Investments plc c/o Cooley Services Limited Dashwood 69 Old Broad Street London EC2M 1QS T: +44 7774 581251 www.piresinvestments.com Pires Investments plc 9th Floor 107 Cheapside London EC2V 6DN Tel: +44 (0) 203 368 8961 www.piresinvestments.com
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