Specialised investment in data-linked AI businesses
Emergent Ventures is Australia’s only specialist investor in businesses with data assets linked to Artificial Intelligence (AI).
Specialised investment in data-linked AI businesses
Emergent Ventures is Australia’s only specialist investor in businesses with data assets linked to Artificial Intelligence (AI).
Overview
The Emergent team has unique expertise in monetizing data assets and leveraging AI to create sustainable enterprise value.
Emergent’s mission is to lead the data-linked AI venture capital niche by investing in talented teams, generating superior risk-adjusted returns, and offering investors exposure to the best investments in this asset class.
- The fourth industrial revolution is powered by the intersection of computing power, machine learning, and big data.
- Companies with unique and proprietary data sets linked to AI solutions will have unique competitive advantages.
- Increasing use cases enabled by generative AI linked to data are creating network effects - a precursor to mainstream adoption.
- Killer generative AI applications are already being built which leverage growing amounts of proprietary data - replicating the exponential growth path of the internet.
THE INTERNET
Enables the seamless and instant exchange of information.
DATA-LINKED AI
Data provides insights on all aspects of human economic and life activity.
1st
Industrial Revolution
Steam-based Machines
18th Century
2nd
Industrial Revolution
Electrical Energy-based Mass Production
19th-20th Century
3rd
Industrial Revolution
Computer and Internet-based Knowledge
Late 20th Century
4th
Industrial Revolution
Artificial intelligence & Data science
Early 21st Century
AI is a Once-in-a-Generation
Investment Opportunity
AI will unlock trillions of dollars in economic value for the global economy by 2030.
The global AI Market will achieve revenues of $314 billion dollars by 2025 and $1.6 trillion by 2030.
ARTIFICIAL INTELLIGENCE MARKET SIZE, 2021 TO 2030 (USD BILLION)
ANNUAL GLOBAL CORPORATE INVESTMENT IN ARTIFICIAL INTELLIGENCE
Global corporate investment in AI reached $176.5 billion in 2021, an increase of 688% from $22.4 billion in 2016.
AI adoption by the world’s largest companies has increased 2.5x.
The Team
We have 50+ years of combined experience in finance, data, and leading startups to successful exits.
- Emergent Ventures’ partners combine successful venture investing and startup growth strategy experience.
- By leveraging our large industry networks, we provide investors access to unique data and AI investment opportunities in the Australian market.
- Our blue-chip financial expertise enables an entrepreneurial, hands-on approach to fund management.
Emergent Ventures’ partners combine successful venture investing and startup growth strategy experience.
By leveraging our large industry networks, we provide investors access to unique data and AI investment opportunities in the Australian market.
Our blue-chip financial expertise enables an entrepreneurial, hands-on approach to fund management.
Rami Mukhtar
General Partner
> Former general partner at 1835i, ANZ Bank’s VC fund
> Co-Founder of SaaS firm Ambiata, sold to IAG
> Broad experience in data analytics across sectors and
startup go to market strategies
Henry Cheang
General Partner
Mark Jeanes
General Partner
> Co-founder and CFO of Spark Solar Australia
> Ex-NAB Institutional Banking Credit responsible for $100 million+ (each) deals
> Extensive experience across the corporate banking and
IT sectors
The Right Skills & Experience for Data-Linked AI Ventures
Outsized returns are reserved for founders and early-stage investors. That's our focus and expertise.
Accessing the outsized returns of early-stage data-linked AI ventures requires special skills absent in other VCs:
Data-Linked AI Expertise
Data-Linked AI Expertise
Data-linked AI is a rapidly evolving industry that requires our deep understanding of emerging technologies and market trends to assess investment opportunities properly.
Operational Know-How
Our experience enables us to identify how data assets can be optimally monetized to generate top-line growth. Using this know-how, we advise our portfolio companies on how to improve efficiency and scale operations rapidly.
Operational Know-how
Entrepreneurial Success
Entrepreneurial Success
We have actively started and managed data-linked AI companies from the inception stage to 8-figure dollar exits. We know what it takes to turn a data-linked AI startup into a superior investment.
Investment Track Record
As founder investors, we have a full-cycle understanding of what drives revenues and performance in data-linked AI startups, at all stages of growth.
Investment Track Record
The Potential For Data Monetization Is Exploding
As data generated by connected devices and humans grows exponentially, so do the opportunities to monetise it
Forecasts show another 40x rise in data generation in 2020-2035.
With the expansion of the Internet of Things (IoT) and global internet connectedness, data generation has expanded by 60x since 2010.
The global data monetisation market is at an early stage, with ample space for adoption across global industry.
ACTUAL AND FORECAST AMOUNT OF DATA CREATED WORLDWIDE 2010-2035 (IN ZETTABYTES*)
GLOBAL DATA MONETIZATION MARKET (IN BILLIONS)
“90% of data in the world was generated in the last 2 years”
“Only 1 in 12 companies monetise their data to its fullest extent”
Our Strategy: Unleash Data-Linked AI Monetisation
We focus on startups with high-growth potential and unique data assets that can be monetized and parlayed into superior investment returns.
Target:Unique Data Assets
We look for companies that generate unique data sets and have high commercial value, including:
> Customer health data > Customer purchasing patterns/history > Data on utility usage and patterns > Data on financial product preferences and purchasing behaviour > Data from inventory supply chains
Process: Leverage AI to Monetise Data
We actively help our portfolio companies leverage their data assets to add value:
New Product Launches: Data uncovering untapped demand for specific services/products
Additional Revenue Streams: Data generated can be sold to partners or through AI turned into external data analysis as a service itself.
Improved Competitiveness: Data can be used directly or to train AI to improve product pricing, customer experience, user acquisition costs and marketing activities.
Result: Superior Investment Performance
With an improved product/service offering better market positioning insights and added data revenue streams, the companies in Emergent’s portfolio gain economic value and deliver superior investment returns.
Our Selection Criteria
We look for companies with four key features:
Quality
Quality
Companies that own rights to existing or prospective data assets are:
- Unique
- Expanding
- Monetizable
Scalability
Companies that offer a product/service with a large addressable market and wide potential adoption in Australia and globally.
Scalability
Profitability
Profitability
Companies with high-margin business models that can offer multiple new revenue streams.
Team
Founders and teams that are talented experts in their fields, with proven track records.
Team
Why Invest with Us?
We are well-positioned for superior and sustainable long-term returns in the data-linked AI space.
Data-Linked AI: Once-in-a-Generation Opportunity
Data-linked AI is a standalone asset class for sheer wealth generation potential - the prelude to exponential investment returns.
We know Data-linked AI
We are the experts. We also leverage deep knowledge of the sector through thought leaders, other successful founders and VCs, top consultancies, and key specialised research firms.
Proven Experience
We have 50+ years of combined experience in data, finance, and fostering startup growth. We have the tools to identify the most promising future generators of AI wealth creation.
Operational Excellence
We execute a proven process of deal pipeline sourcing, assessment, selection, and management. This covers all aspects of legal/operational due diligence, strategy, exposure, performance monitoring, allocation, and thematic positioning.
A Unique Approach
By building a portfolio of diversified and high-potential companies at different development stages, our investors access exposure to enhanced upside and mitigated risk.
Unrivalled Connections
Our networks of institutional investors and founders offer access to opportunities and valuations not available to other VCs. This is a crucial advantage in a sector where the first movers gather the bulk of returns.
Contact Us
Send us a Message
We would love to hear from you
Get in Touch
Henry Cheang
henry@emergentventures.vc
Rami Mukhtar
rami@emergentventures.vc
Mark Jeanes
mark@emergentventures.vc
Send us a Message
We would love to hear from you