Introducing the NVPI Nordic Venture Performance Index 2014. Nordic Venture Capital has created superior returns since 2000



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Introducing the NVPI Nordic Venture Performance Index 2014 Nordic Venture Capital has created superior returns since 2000

Introducing the NVPI - Nordic Venture Performance Index 2014 The purpose: The NVPI has been created to for the first 4me establish a credible Index showing the actual returns from the Nordic Venture Capital market. The index will be an efficient tool in marke4ng the Nordic venture capital and startup market and will lead to more capital invested into innova4ve Nordic companies. The sample: The NVPI includes 8 venture capital firms, 26 funds and 515 porholio companies, and describes the period from. The Index is based on full cash flow informa4on from all par4cipa4ng funds. The execu@on: The NVPI- project has been executed by Henrik Talborn, who is also ac4ve at the Swedish House of Finance. Par4al financing and support have been received from Nordic Innova4on, an ins4tu4on under the Nordic Council of Ministers. Jari Mieskonen Erik Hagen Chairman of Nordic Venture Network 2015 - Chairman of Nordic Venture Network 2011-2015 Managing Partner, Conor Venture Partners Managing Partner, Viking Venture

Nordic Venture Network, NVN The Nordic Gateway since 1999 Nordic Venture Network (NVN) is the unique club of the 9 (2014) leading technology venture capital firms in the Nordic region. NVN is a strategic tool for relevant interna4onal par4es wan4ng to cover the Nordic technology venture capital market in an efficient way. Since all leading Nordic based technology venture firms are members of NVN, the members comprise the lion s share of the Nordic technology venture capital market. Today, the members have between them more than 2.5 billion EURO under management, 500 porholio companies and 100 investment professionals. The nine sponsors of NVN are leading ins4tu4onal investors in the Nordic countries. www.nordicventure.net NVPI Participating NVN firms:

Nordic venture capital has created superior returns since 2000 The Net Returns for the Index are higher than for the public markets : The net returns, measured as Net IRR, for the Nordic Venture Performance Index has outperformed selected relevant Nordic public market equivalents and NASDAQ 100 since 2000. Analysis indicates that the final net returns will be substan4ally higher when the effect of the fee structure of VC- funds is taken into account. The Es4mated Net Realised Returns points at returns higher than 20%. NVPI Nordic Small Cap Index NASDAQ 100 13,2% 12,8% 11,4%

The Gross Index has outperformed the public markets The Gross Index has clearly outperformed Nordic PMEs and NASDAQ since 2000: The Nordic Venture Performance Gross Index has created excess value compared to the Public Markets Equivalents during nearly all periods from. The Gross Index has between reached a mul4ple on total invested capital of x2.08 compared with x1.53 for the Nordic Small Cap Index and x1.61 for NASDAQ 100. NVPI Nordic Small Cap Index NASDAQ 100 x2.08 x1.53 x1.61

Manager selec4on important but majority of funds create posi4ve returns A large majority of venture capital funds make posi@ve returns: Index analysis show the importance of selec4ng the best venture capital fund managers. However, 75% of a all funds more than 3 years old in the sample show posi4ve returns. Choosing the right manager is thus more about finding superior returns than about avoiding losses in today s mature market. Funds with posi@ve returns 75%

Venture Capital remains a game of outliers many companies contribute The stars of the porqolios create the excess returns: As expected, the star companies create the excess returns of the index. However a large number of companies have contributed to the value crea4on since the 23 most successful companies account for 60% of the value. The top 8 companies account for 40% of the total value. 23 companies 8 companies 60% of total value 40% of total value 8 companies

Contact informa4on and financial support Contact informa@on If you have any ques4ons regarding the research, please contact the Execu4ve Management of Nordic Venture Network: Erik Johansson Tel: +46 708 699 358 E- mail: erik@nordicinvestment.se Financial support The project is partly financed and supported by Nordic Innova4on. Nordic Innova4on is a Nordic ins4tu4on under the auspices of the Nordic Council of Ministers working to promote cross- border trade and innova4on.