Slide 1: Fourth Quarter and Fiscal Year 2013
Invest in tomorrow ’ s stars. Today. Corp. Fourth Quarter and Fiscal Year 2013 GSV financial data as of 12/31/13; market data as of 3/12/14
Slide 2: Forward Looking Statements
Invest in tomorrow ’ s stars. Today. This presentation contains forward looking statements that involve substantial risks and uncertainties . All forward - looking statements included in this presentation are made only as of the date hereof and are subject to change without notice . Actual outcomes
Slide 3: Top 10 Positions = 80.9% of Net Assets
Invest in tomorrow ’ s stars. Today. Investment Fair Value ( $M) % of Net Assets 1 $102.8 35.7% 2 $33.8 11.8% 3 $ 15.9 5.5% 4 $14.5 5.0% 5 $13.3 4.6% 6 $11.3 3.9% 7 $11.3 3.9% 8 $ 10.0 3.5% 9 $10.0 3.5% 10 $10.0 3.5% 3 Top 10 Positions = 80.9% of Net Assets
Slide 4: Equities and the IPO Market
Invest in tomorrow ’ s stars. Today. 4 Equities and the IPO Market We continue to be BULLISH on equities overall, and in particular for leading growth companies. 1. Persistent imbalance for equities. 2. Attractive absolute and relative valuations. 3. Strong growth fundamentals. Last Week 1 Month 3 M
Slide 5: New Additions to Portfolio
Invest in tomorrow ’ s stars. Today. 5 New Additions to Portfolio ePals Thesis Social learning has gone global, and students and teachers will benefit from ubiquitous access to the best curriculum, materials and technology. We expect that natively collaborative applications that use a global communi
Slide 6: Key Investment Themes
Invest in tomorrow ’ s stars. Today. Key Investment Themes 6 Investment Theme Cloud and Big Data 20.6% Education Technology 27.1% Internet Commerce 8.0% Sustainability 9.6% Social Mobile 34.6% as a Percent of Invested Capital
Slide 7: Sustainability – Solexel
Invest in tomorrow ’ s stars. Today. GSVC 12/31/13 Fair Value: $11.3M Unveiled ultra - thin, high - performance silicon solar cell at Intersolar Have raised $170M to date, including getting an investment from SunPower, Inc. 7 Other Investors Solexel is developing high - efficiency, low - cost, cryst
Slide 8: Sustainability – Bloom Energy
Invest in tomorrow ’ s stars. Today. GSVC 12/31/13 Fair Value: $4.5M Clients include Walmart, AT&T, Google, Coca - Cola, FedEx, Safeway, Kaiser Permanente, among many others Have raised $980M to date (1) 8 Other Investors Bloom Energy fuel cells are designed to deliver clean, reliable and cost - eff
Slide 9: GSV Financial Highlights for the year ended December 31, 2013
Invest in tomorrow ’ s stars. Today. GSV Financial Highlights 9 for the year ended December 31, 2013 Dollars Dollars per Share (Basic) Net Operating Expenses ($22,034,924) ($1.14) Net Realized Loss ($21,706,021) ($1.12) Unrealized Appreciation $87,445,149 $4.52 Deferred Tax Liability ($8,320,561) ($
Slide 10: GSV Capital Catalysts Thank You.
Invest in tomorrow ’ s stars. Today. 10 GSV Capital Catalysts Thank You.