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8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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Shirley joined Capital Nature in 2011 as its VP Investments and is responsible for bringing on board and advancing its portfolio .
Shirley brings extensive experience in both investment and VC roles and execution roles. For nine years, Shirley was with Poalim
Ventures where she led investment opportunities from introduction, via due diligence and deal making, to actively working with theportfolio companies on the Board of Directors, to support them with strategy, financing issues, recruitment, and exiting. Shirley’s
experience also includes senior international marketing roles that spanned over the range of product management, product
marketing and go-to market strategy, business/cooperation development, and team management in companies like ECI Telecom,
Radway, Teledata, DEC, and others. She is currently actively involved on the board of seven of Capital Nature's portfolio companies.
Shirley holds a BSc in Computer Science from the University of Massachusetts and an MBA from Tel Aviv University.
Shirley Sheffer
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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background
• connected cars will shape the future of the automotive industry
• by 2020 65-90 percent of cars sold will be connected
• What possibilities will theconnected car open up?
• What factors stand in the way ofdevelopment of the connected car?
• What are the possible drivers?
• What will new business modelslook like?
• What is the role of Israel in thedevelopment of connected cars?
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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SecurityPervasive
Access
PersonalizedExperience
Young
Generation
Connectivity
Devices &
Integration
Growth Drivers for the Connected Car
Autonomous
Vehicle
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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Market Potential
• Connected car technologies are
expected to generate 40 billion EUR
in end-costumer spending in 2016.
• Global annual industry revenues
from connectivity are expected to
increase to approximately EUR 125-
180 Billion the next 5 years
2016 2021
Connectivity
Hardware
Total
Source: McKinsey 2014, Strategy& 2015
Usage Based
Software &
Services
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Market Potential
€15.5 BN
€9.5 BN€6.0 BN €4.4 BN
€2.0 BN €3.6 BN
€49.3 BN
€39.6 BN
€13.4 BN€5.6 BN
€7.6 BN €7.1 BN
€0.1 BN
Safety Autonomous
Driving
Entertainment Mobility
Management
Well-Being Vehicle
Management
Home
Integration
2016 2021
Source: Strategy& 2015
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
AutomatedPartial Automated
DrivingFully Automated Driving
Combined Function
Automation
ConnectedSmartphone Integration
Content and apps
V2V & V2I
Communication
A Connected Lifestyle Is A Given
Self-Driving Cars Will Arrive, But Not Now
Autonomous Cars
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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Innovation Leaders
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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Sample examples of OEM recent activities
AT&T extended coop
with Porsche and Audi,
to provide them with
Internet connectivity intheir cars in North
America, beginning with
some 2017 models
Jaguar Land Rover, has
introduced justDrive,which turns apps and
services from your
smartphone into a voice-
activated experience.
GM announced it willinvest $500 million in
ride-sharing company Lyft
Ericsson and Geely
Automobile of Chinaannounced they would
work jointly to develop
"an industry-leading
connected car platform
SAIC Motor Corp.
declared it will introduce
a connected car jointly
developed with Alibaba
Group Holding Ltd. inAugust 2016 at a joint
investment of 160 M
USD
Volvo announced it will
use Nvidia's deep-
learning computer in
100 Volvo XC90 SUVs
beginning next year as
part of its “Drive Me”autonomous-car pilot
program.
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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Auto-Tech Startups Funding Trends
68 95 174 78 572 102 457
7 7
1512
27
19
39
0
5
10
15
20
25
30
35
40
45
0
100
200
300
400
500
600
700
2009 2010 2011 2012 2013 2014 2015
USD M Deals
Source: cbinsights, 2015
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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Recent Major Auto-Tech Startups Fundings
$8 Million
$10 Million
$11 Million
$11 Million
$13 Million
$14 Million
$16 Million
$22 Million
$24 Million
$26 Million
$30 Million
$50 Million
$50 Million
$55 Million
$115 Million
Zubie (Vehicle Management)
Riveway (Vehicle Management)
Swift (Mobility Management)
Seegrid (Autonomous Driving)
Cruise Automation (Assisted Driving)
Zendrive (Vehicle Management)
Peloton Technology (V2V)
Veniam Works (V2V)
Automatic (Vehicle Management)
GreenRoad (Vehicle Management)
Quanergy Systems (Autonomous Driving)
Life360 (Mobility Management)
SmartDrive (Vehicle Management)
TTTech (Safety)
Sigfox (V2V)
Source: 3i, 2016
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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Top Investors In Auto-Tech Companies
Source: cbinsights, 2015
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Israel’s Clean Transportation companies
Source - Samuel Neaman Institute – Technion; Pareto
R&D 48.4%
Initial Revenue
37.1%
Seed 7.5%
Revenue
Growth 7.0%
300 companies that raised above 1B$ in the last 3 years
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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Israeli Innovation - where breakthrough happens
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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Israeli Smart Transportation Innovation Leaders
Th O t it i I l Add d V l
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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The Opportunity in Israel – Added Value
Technologies – recognized by the Auto Industry
• Fiat/Chrysler – searching for technologies and pilots• BMW – road show of 30 startups
• Toyota – Hackathon for Israeli startups (and the 2nd out of Japan)
• Ford – Special startups Hackathon
• VW – Seat/Skoda – 20 startups under review
• GM R&D Center + CVC arm - Building a Center of Innovation(“critical location for exceptional technologies and innovation”)
• Bosch – seeking and testing technologies with focus on Connected Cars
http://www.google.co.il/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCKzrq76w98cCFQNcFAodVGcPiw&url=http://www.idgconnect.com/abstract/8452/london-tech-week-how-technology-can-help-unite-israel&psig=AFQjCNGMT57t9drY3Vpy4rYZQdQJG3yvBA&ust=1442349192944444
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Drivers and Obstacles
• Megatrends are driving growth for connected cars
• Energy Efficiency• Connected Devices
• Security
• Safety
• Realigning short term milestones with a clear long term visionincreases the chance of success
• Continuous innovation is needed to stay in the ‘driving seat’ when thefull potential of the trend unfolds
• Cooperation between different types of actors from differentindustries drives success
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Drivers and Obstacles
• Privacy and data security are a key concern among customers whichdampens market adoption.
• Embedded (wireless) communication technology is a key driver, butits absence limits the market for connected cars
• Market adoption of more advanced connected car applicationsrequires large-scale investments in infrastructure.
• Legislation and regulation require further attention frompolicymakers
• A common understanding of the connected cars value chain still
needs to be developed
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So Connected Cars…
• A disruptive technology will change traditional auto industry structures,will usher in new business models
• The car as a bundle of services, rather than apackage of hardware.
• Stakeholders will need to cooperate in order toenable the business to thrive
(auto makers, auto suppliers, technology companies,telecom companies, startups)
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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We Incubate, Fund & Accelerate
Innovation in Green Energy
Technologies
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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GovernmentalAgencies Co-Investors
Leveraging Value for our Startups
ShareHolders
InternationalPartners
RE Initiative –
Eilat Region
Global Strategic Partners (GE, BOSCH, Enel, GM, ABB, Solvay ,Tata),IEC, Research Centers
8/18/2019 03. Investments in Smart Transportation – Global & Local Trends. _Shirley Sheffer
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Roadix Innovation - Smart City SolutionMUVe revolu t ion ary rental stat ion
> Full utilization of MUVe`s unique design> Up to 20 vehicles storage - Compact & easy deployment
> Online status transmit for distribution optimization
> Pay per use model
> Minimum environmental impact> Minimal urban footprint
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ElectRoad Powering an EV from the road
A system of Accumulator array (stripe) installed under the asphalt + Air core
transformer + Generic receiver
Each segment will transmit automatically only when the vehicle is on it
Passive stripe, no safety concern
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Capital Nature – Your gateway to Israel’s
green energy innovation
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