Slide 1

Web 2.0: The Investor’s Perspective

Who am I? What do I do?

Introduction to 3i

3i – the facts

Venture capital investments

3i as an investor in internet companies

Investing in internet/web 2.0

"Why it’s a great time..."

Why it’s a great time to be an investor

"1Billion (1) internet users..."

Slide 12

Even so, much growth is still to come

Slide 14

Challenges

"Volume of new companies"

"Many new “Web 2.0"

"Large capital injections into sector"

What we are excited about/looking for

"New technology or service that..."

"Qualified lead generation (Products"

Case Studies/Evaluation Frameworks

"Great management team"

Case study – Del.icio.us and Flickr

"Great team"

Summary

"Exciting time for an investor"

Slide 28