2013 Greater Cleveland Venture Capital Report

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launch

TECHNOLOGY

economy CONNECTIONS

2013 growth

FUTURE energize

COMMITMENT

INSIGHT

EMERGE

DEVELOPMENT

STR ATEGY

expertise

support I N V E Smeasureable T M ED I NV E RTS I T Y IMPACT

FUNDING

ECOSYSTEMS

inclusion

LEADERSHIP

CAPITAL

TARGE T ED

region innovation

reinvestment

milestones C O M M U N I T Y

CRE ATION

fast trackINSIGHT ACHIE VEMENT

EXPANSION

O U T R E A C H

PARTNERSHIPS

VISIONresources STRENGTH

COMMERCIALIZATION

action IN T ER C ON N EC T I V I T Y

GREATER CLEVELAND

2013

SUSTAINABILITY

influence

EFFECTIVENESS

ingenuity

COLLABORATION

M A N A G E M E N T

imperatives

C O M P E T I T I V E NE S S

ATTRACTION

ACHIEVEMENT

development ACTIVE

progress

SUPPORT

EFFECTIVE

VISIONsolutions

experience

THRIVING

EFFICIENCY

PRODUCTS

MILESTONES

VENTURE CAPITAL REPORT


195 EQUIT Y INVESTORS IN NE OHIO COMPANIES 20 0 4-201 3

IN 2013, 31 INVESTORS, INCLUDING 24 FROM OUT-OF-STATE, MADE THEIR FIRST INVESTMENT IN A NEO-BASED COMPANY.

INVESTOR LOCATIONS : OHIO

NCT Ventures*

MIDWEST

K5 VENTURE

Maverick Capital Funds

Permal Capital Management

MB Venture Partners

PITTSBURGH EQUITY PARTNERS Polaris Ventures RKS VENTURES

23Bell Innovations

NDI Healthcare Fund

ALLOS VENTURES

Kearny Venture Partners

ACCURATE EQUITY GROUP

NEXT SPARC, LLC

Apex Venture Partners

Microsoft Corporation

ORIX USA Corporation

Akron BioInvestments Funds LLC

North Coast Angel Fund

Arboretum Ventures*

Morgenthaler Ventures

Santé Ventures

Ancora Group

Northeast Ohio Medical University (NEOMED)

Biomet

Palo Alto Investors

BlueCrest Capital Finance LP

Panorama Capital

NORTHEAST

Capital Midwest Fund

ARIEL ECONOMIC DEVELOPMENT FUND, LLC

Ohio TechAngel Fund

RLS Investments, Inc. SHARK BRANDING

The Quercus Trust

4C Ventures

SV Life Sciences* StarVest Partners

Big Game Capital

Portal Capital LLC

Bizdom

Parker Hannifin Corporation

THE CHILDREN'S MEDICAL RESEARCH FOUNDATION, INC.

Roberts Communications Network

Aisling Capital Ampersand Ventures

SUMMIT PARTNERS

Blue Chip Venture Company

Physician Investment Group LLC

Entrepreneur’s Fund LLC

Sutter Hill Ventures

Amphion Innovations plc

Sycamore Partners

Hawthorn Group

Takeda Ventures, Inc.

Boston Scientific Corporation

TEAM SANFILIPPO

Hopen Therapeutics

TECHNOLOGY CROSSOVER VENTURES

Bluetree Allied Angels

Thomas, McNerney & Partners

Capital Resource Partners

Toucan Capital Corp.

Ulupono Initiative

Cowen Healthcare Royalty Partners

Venzyme Venture Catalyst

U.S. Venture Partners

Draper Triangle Ventures*

Vivo Ventures

Dreamit Ventures

INTERNATIONAL

Western Technology Investment

Easton Capital

Wind Energy, Inc.

Excel Venture Management

Z2 Capital

Fidelity Biosciences

Brandery

Primus Capital Funds*

Bridge Investment Fund*

Queen City Angels*

Case Western Reserve University

RED DIAMOND

Hopewell Ventures

CID Capital

Reservoir Venture Partners*

HYDE PARK ANGELS

Cleveland Clinic Innovations

Resilience Capital Partners

HYDE PARK VENTURE PARTNERS

CoreNetwork

River Cities Capital Funds

Lightbank LLC

Directional Aviation Capital

RiverVest® Venture Partners*

Medtronic

Drummond Road Capital

RMS Investment Corporation

Rockwell Automation

E Capital Partners

Rocket Ventures

Early Stage Partners*

Rockwood Equity Partners

Southwest Michigan First Life Science Fund

East Central Ohio Tech Angel Fund

Second Generation Ltd. Shaker LaunchHouse

Symark LLC Venture Investors LLC

TOBA CAPITAL

Fletcher Spaght Ventures*

SOUTH

Aberne Limited ALOITUSRAHASTO VERA OY Bally Energy Ltd. Castlerigg Master Investments

Foundation Medical Partners

COWEALTH MEDICAL HOLDING CO.

Advantage Capital Partners

Greatbatch

DSM Venturing

WEST

Anderson Growth Partners

Greycroft Partners

DVx Inc.

3X5 SPECIAL OPPORTUNITY PARTNERS

Austin Ventures

Harris & Harris Group

FONDATION SANFILIPPO

Chrysalis Ventures*

HealthCare Ventures LLC

KKP-YHTYMÄ OY

Cardinal Venture Capital

Cordova Ventures

Horizon Technology Finance

Lightning Protection International

Charter Life Sciences*

Dresser-Rand

Investor Growth Capital

MA Solar

Chevron Technology Ventures

Energy Ventures

Life Sciences Capital

MWV Financial Inc.

Draper Associates

Exoxemis

LSKW Investments LP

OURCROWD

Triathlon Medical Ventures

DW Healthcare Partners

Frontier Capital

Midsummer Capital

PLENTIUM OY

Tri-State Growth Capital Fund II

Flywheel Ventures

Heritage Group

mTerra Ventures LLC

Power Heart Consortium

University Innovation Ventures

THE FOUNDERS FUND

New Enterprise Associates

Siemens Venture Capital

Key Capital Corporation

West Capital Advisors LLC

FTV Capital

Kentucky Science and Technology Corporation

SK GROUP

MALISH CORPORATION

Youngstown Business Incubator

Intel Capital

LIBERATION CAPITAL

New Science Ventures

STOP SANFILIPPO

Millstream Angel Club

Zapis Capital Group LLC

JDA Investments, LLC

MATW Investments LLC

Oak Investment Partners

Edison Ventures * Everett Partners Ltd.

Solera Qi Ventures

Evergreen Ventures Ltd.

Student Venture Fund at University of Akron

Evolution Capital Partners

SunBridge Partners*

FAIR OAKS HOLDINGS

Supply Chain Equity Partners

FLASHSTARTS

Sunrise Operations

Frantz Medical Ventures

Thomas Roulston Investment Partners

Glengary LLC* Global Cardiovascular Kadima Partners JumpStart Evergreen Fund

OrbiMed Advisors LLC

Mutual Capital Partners * Received Ohio Capital Fund Investment | ALL-CAPS & coinciding region color: First-time investor in 2013


118 TECH-BASED COMPANIES RAISED $257M 2013

FROM VENTURE CAPITALISTS & ANGEL INVESTORS AROUND THE WORLD

In 2013, 118 tech-based companies in Greater Cleveland raised $257 million from venture capitalists and angel investors—a 14% INCREASE over the amount attracted in 2012 and a return to pre-recession investment levels. This growth outpaces national trends: 2013 U.S. investment data recently released in The MoneyTree™ Report by PricewaterhouseCoopers and the National Venture Capital Association (based on data from Thomson Reuters) showed a slight INCREASE OF 7% over the same timeframe. 80 companies received seed-stage investment, which is the highest number recorded in the last decade. While positive for the region, the increase in the number of seed stage investments will ultimately require a corresponding increase in the amount of local venture and angel capital in order to satisfy the need for growth capital. As such, attraction of new, locally-focused funding sources will be critical to the region’s success moving forward. .

85

78

80

75

65

65

55

46

45

35

34

25

2009

2010

2011

2012

2013

NUMBER OF SEED-STAGE COMPANIES FUNDED


$257M EQUIT Y CAPITAL INVESTED BY S TAGE IN 201 3

E ARLY

$108.66M

SEED

$27.93M

GROW TH

$120.69M

CAPITAL INFUSIONS BOOSTING GROWTH NANOTRONICS IMAGING (nanotronicsimaging.com) raised a $7 million Series B round from the Founders Fund. The company—which is developing super-fine optical microscopy tools for health and medical care, biotechnology and life sciences research, and the semiconductor industry—is using the investment to hire more staff and expand operations to meet growing customer demand. VADXX ENERGY (vadxx.com), whose technology facilitates converting plastic waste to energy, received financing from global private equity firm Liberation Capital. This investment is allowing the Akron-based cleantech company to build its first commercial-scale facility.


$257M EQUIT Y CAPITAL INVESTED BY SEC T OR & S TAGE IN 201 3

SEED

As in previous years, healthcare remains one of the strongest-performing sectors in the region, with 32 companies raising a total of $95.72M. The majority (83%) of this funding went to medical device companies.

E ARLY

HE A L T HC A R E I NNOV AT O R S , NA T I ONA L I NT E R E S T

GROW TH $66.00M

INFORMATION TECHNOLOGY $116.72M

$10.22M

$40.50M

COMS INTERACTIVE (comsllc.com)

E ARLY

$34.65M

SEED

$13.47M

HE ALTHC ARE $95.72M

GROW TH $47.60M

GROW TH

raised a $21 million Series A round from global growth equity firm Summit Partners. The Cleveland- based healthcare IT company has developed the Daylight IQ™ disease management system which enhances nursing home resident quality of life through diease management and reduced hospital readmittance. SECURUS MEDICAL GROUP, LLC the Cleveland-based medical device company, had an initial closing of a $6.5 million Series B round led by St. Louisand Portland, OR-based 3X5 Special Opportunity Fund, with existing investor RiverVest also taking part. The financing supports further development of its proprietary temperature-tracking Aurora™ thermographic mapping system.

$7.09M

CLE ANTECH $44.23M

SEED

$3.77M

E ARLY

$33.37M

SEED

BUSINES S & CONSUMER PRODUC T S $.61M

$.47M

E ARLY $.14M


118 COMPANIES RECEIVED INVESTMENT BY S TAGE IN 201 3

E ARLY 32

GROW TH 66

SEED 80

REGIONAL PARTNERS INVESTING IN SUCCESS STREAMLINK SOFTWARE (streamlinksoftware.com) raised a total of $5.1 million in Series A capital in two rounds. Several sources, including non-Northeast Ohio firms Hyde Park Venture Partners, Hyde Park Angels and Blu Venture Investors, as well as existing local investor North Coast Angel Fund, participated. The Cleveland-based company, which is developing SaaS solutions to streamline the grant management process, recently released version 4.0 of its product, AmpliFund. 7signal (7signal.com) closed a $4 million Series B round led by Allos Ventures and Mutual Capital Partners, which comes on the heels of a capital infusion from the Akron BioInvestments Funds and the North Coast Angel Fund. The Akron-based IT company recently received a patent that describes and protects its Wi-Fi performance assurance and optimization solution that monitors and troubleshoots wireless local area networks (WLANs).


118 COMPANIES RECEIVED INVESTMENT BY SEC T OR & S TAGE IN 2013 E ARLY 12

GROW TH

INFORMATION TECHNOLOGY 66 COMPANIES

Information technology continues to become an area of strength for our region, with 66 companies attracting a total of $116.72M over the past 12 months.

1

SEED 53

S E E DI NG I NFORM AT I O N T E CHNOLOGY’S FUT UR E BOLD GUIDANCE (boldguidance.com)

E ARLY 5

GROW TH 2

CLE ANTECH 15 COMPANIES

SEED 8

received a seed-stage investment by virtue of participating in the inaugural class of the Flashstarts accelerator. The Cleveland company's web- and mobile-optimized app breaks down the college application process and deadlines into manageable tasks, and has already made national waves: In 2013, BOLD Guidance took first place in mobile apps at the national diverse tech conference, FOCUS100. CROWDENTIALS (crowdentials.com) received a post- accelerator follow-on seed-stage investment from Flashstarts. The company, whose software makes equity crowdfunding compliance and investor verification easier, recently signed up customer NIN Ventures, who plans to use Crowdentials' product to expedite and simplify investor accreditation.

SEED 15

SEED

HE ALTHC ARE 32 COMPANIES

GROW TH 3

E ARLY 14

BUSINES S & CONSUMER PRODUC T S 5 COMPANIES

4

GROW TH 1


4 COMPANIES E XITED IN 2013 “With the support of our new investor, we have initiated two new sales channels and acquired a highly regarded pet-related website that will allow us to continue our rapid growth for the foreseeable future.” Laura Bennett, CEO/Co-Founder, Embrace Pet Insurance

In mid-2013, a Canadian investor bought a controlling interest in the Beachwood-based pet insurance company EMBRACE PET INSURANCE (embracepetinsurance.com). However, the company is staying—and expanding—in Northeast Ohio. Besides a move into bigger offices to accommodate a growing number of employees, Embrace has also become the white-label provider of pet insurance for several large international insurance companies, an achievement that brings the company’s services to a much wider audience.

OTHER NOTABLE EXITS: IBM acquired Cleveland-based URBAN CODE (ibmdw.net/urbancode), whose product helps automate software delivery. Answers.com purchased EASY2 TECHNOLOGIES, INC. (easy2.com), a provider of online and interactive content such as product demos and selling solutions for brand manufacturers and retail chains. Pennsylvania-based Evolve IP bought Independence-based PARAGRID (paragrid.net), a provider of cloud computing services.

THE VENTURE CAPITAL ADVISORY TASK FORCE The Task Force is comprised of Greater Cleveland investors dedicated to continually increasing regional entrepreneurial investment and success. To learn more about investment opportunities in Northeast Ohio, contact Lynn-Ann Gries, JumpStart Chief Investment Officer, at 216.363.3400 or lynn-ann.gries@jumpstartinc.org. For previous years reports go to: jumpstartinc.org/results/reports

www.jumpstartinc.org

www.bioenterprise.org


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