Nanostart AG

Company presentation
May 2011

www.nanostart.de

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 Nanostart AG

2011 .
/ Translation / bersetzung: www.rusdoc.com
www.nanostart.de

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Company profile
With a unique track record of 9 exits (5 IPOs and 4 trade/asset sales), Nanostart is
the leading nanotech venture capital company and one of the most successful
investors in nanotechnology.

Year of incorporation: 2003

Investments in Europe, US, Asia

Listing at Stock Exchange: 2005

Number of investments: 20

Headoffice: Frankfurt, Germany

Track record: 9 succesful exits

Branch office: Berlin, Germany

Subsidiary: Singapore

8 high-profile investment manager

Global network of venture partners

www.nanostart.de

IPOs: USA including Nasdaq (2)

Germany (3)

Tade/Asset sales: USA (3), SGP (1)

Current portfolio:

USA (2), SGP (3), Europe (4)

Invested equity: EUR 21 mn

Net asset value: EUR 90 mn

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(9 : 5
IPO 4 / ),
Nanostart ,
.

, ,

: 2003

: 20

: 2005

: 9

: ()

: ()

(IPO):
- , Nasdaq (

) (2),
- (3)
/ : (3),
(1)

:
(2), (3), (4)

www.nanostart.de

: 21 .

: 90 .
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Nanostart AG: Creating value through nanotechnology

Growth financing to
nanotechnology start-up
companies

International portfolio,
hot spots in cleantech,
life sciences, ITelectronics, materials

www.nanostart.de

Management team with

more than 50 years of
combined investment
experience

Locations:
Frankfurt, Berlin and
Singapore, Russia (soon
to come)

Global network

Unique track record of

nine successful exits

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 Nanostart:

, " ",
, IT-,

www.nanostart.de

, ,

50

:
,

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Management and
commercialization
expertise

consulting

Business model

investment: either
direct or through a
fund

Portfolio
companies

Exit

through trade sale or

IPO

contacts

Invested capital
per deal
EUR1-10 mn

Network

www.nanostart.de

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(IPO)

1-10 .

www.nanostart.de

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Nanostart AG Team Europe

Marco Beckmann CEO, Frankfurt
Founder of Nanostart n Leading international expert in the area of nanotechnology
investment n Former Sub-Advisor of Hauck & Aufhuser Nanotech Fund n Published
worlds first book on nanotechnology investing in 2001
Dr. Stefan Elsser Senior Venture Partner, Frankfurt
Former Director of 3i, Frankfurt and London with responsibility for venture capital and
growth financings n More than ten years investment experience at Technologieholding
and 3i n Former assistant professor at University of Stuttgart

Hansjrg Ruof Senior Venture Partner, Frankfurt

Former Portfolio team leader and director at 3i n Over 12 years of experience in
venture capital industry n Degrees in engineering and economics
Michael Flach Investment Associate, Frankfurt
Former Business development manager at SusTech n Studies in business
administration and engineering with specialization in marketing and management
accounting

www.nanostart.de

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 Nanostart AG
(Marco Beckmann) ()
Nanostart n
n
Hauck & Aufhuser Nanotech n
2001 .
(Stefan Elsser) ().
3i ( ),
n 10-
Technologieholding 3i n .

(Hansjrg Ruof) ()
3i n
12 n - .

(Michael Flach) ().

SusTech n

.

www.nanostart.de

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Nanostart Asia Team Singapore

Andreas Krll Managing Director, Head of Portfolio Management, Singapore
Former Team leader in audit companies Ebner & Stolz and Deloitte & Touche n former
Corporate finance associate at Deutsche Bank n Studies of Economics in Germany and the
U.S.
Dr. Lerwen Liu Managing Director, Singapore
Former President and director of nABACUS Partners, Hong Kong n Founder/secretary general
of Asia Pacific Nanotech Forum n Nine years of nanotechnology research experience in
Australia, Japan and Italy

Sidra Sehar Ahmed Investment Associate, Singapore

Former Assistant Manager, Industry Liaison Office, National University of Singapore n BSc
Biomedical Science with minor in Technopreneurship, National University of Singapore

Celine Tan Investment Associate, Singapore

Former Research analyst in Strategic Investment Group SK Energy International, South
Korea n BEng Chemical and Biomolecular Engineering, University of Singapore

www.nanostart.de

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 Nanostart Asia
(Andreas Krll) ,
().
Ebner & Stolz Deloitte & Touche n
(Deutsche Bank) n
.
(Lerwen Liu) ()
nABACUS Partners ()
n / -
n , .
(Sidra Sehar Ahmed) ().


n
,
( ).
(Celine Tan) ().
Strategic Investment Group SK Energy International, (
)
n
(
).

www.nanostart.de

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Nanostarts global network

www.nanostart.de

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 Nanostart

www.nanostart.de

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Successful track record

Trade sale
to
Teijin Ltd
2010

Asset sale
to
Zicom Group

Asset sale
to Roche and
IRIS International
2010

Share
placement

Share
placement

2007

2006

Share
placement

Share
placement

2005

2005

www.nanostart.de

IPO/partial exit

2010

2007-2010

Trade sale
to
Heamonetics
2006

IPO
2006

Interest of institutional investors and

renowned industry corporations prove high
quality of Nanostart portfolio

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Teijin Ltd
2010

Roche and IRIS
International

Zicom Group

2010

2010

2007-2010

Trade sale
to
Heamonetics
2006

IPO

2007

2006

2005

2005

www.nanostart.de

IPO/

2006

Nanostart

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Nanostart portfolio: Internationally and regionally diversified

www.nanostart.de

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 Nanostart:

www.nanostart.de

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Nanostarts current portfolio

www.nanostart.de

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 Nanostart

www.nanostart.de

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Portfolio example:
MagForce Nanotechnologies AG

www.nanostart.de

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 :
MagForce Nanotechnologies

www.nanostart.de

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Portfolio example: MagForce Nanotechnologies

Company profile
First company worldwide to receive European approval for a medical product

using nanoparticles
NanoTherm therapy is a novel therapy for the treatment of solid tumors
MagForce is preparing for European product launch of NanoTherm therapy, which is expected in early
2011

Technology
Nanoparticles containing ironoxide are injected into solid tumors in a procedure similar to a biopsy. Due to
the special coating the nanoparticles aggregate and stay in place.

The patient is then placed in a magnetic field applicator. The nanoparticles begin to oscillate and warmth is
produced from directly within the tumor tissue. Depending on the temperature reached and length of
treatment, the tumor cells are either directly destroyed or sensitized for the accompanying chemotherapy or
radiation.

Investment history
In EUR million
Invested amount

EUR 5.06 mn

Share in MagForce

66 %

Proceeds

EUR 17.6 mn

Remaining stake

EUR 70 mn

www.nanostart.de

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 : MagForce Nanotechnologies

,

.
NanoTherm - () .
2011 MagForce (
NanoTherm) .

, , ,
. .
. ,
.
, ,
.

5,06 .

MagForce

66 %

17,6 .

70 .

www.nanostart.de

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MagForce: Investment history and Nanostart contribution

in 2011

Nanostart provides its portfolio holdings not only with growth capital, but also with
commerzialisation expertise and network contacts

www.nanostart.de

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 MagForce:
Nanostart

in 2011

Nanostart
,

www.nanostart.de

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Nanostart Asia

www.nanostart.de

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Nanostart Asia

www.nanostart.de

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Nanostart Asia Pte Ltd

Nanostart has been chosen as investment partner by Singaporean government
2008

Establishment of local subsidiary (Nanostart Asia Pte Ltd),

including recruitment of Singapore investment staff
First Asian investment: Curiox, a spin-off of Singapore's renowned
Institute of Bioengineering and Nanotechnology (IBN)
Nanostart CEO, Marco Beckmann becomes a member of TECS, a
committee which decides on government funding for Singaporean
nanotech companies
Singaporean government commits SGD 10 million to Nanostart fund
Nanostart Singapore Early Stage Venture Fund I launched with capital of
SGD 20 million

2009

Second Asian investment: BioMers, a medical technology company

which develops and markets orthodontic products based on a
proprietary technology for super-strong plastic wires

2010

Third Asian investment in Microlight Sensors

2011

Nanostart-holdings further expand commercialization activities

New investments planned for Q1 2011

www.nanostart.de

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 Nanostart Asia Pte Ltd

Nanostart
2008

(Nanostart Asia Pte Ltd),

.
: Curiox,

(Institute of Bioengineering and Nanotechnology IBN).
Nanostart CEO, (Marco Beckmann)
TECS, ,
.
10 .
Nanostart.
Nanostart Singapore Early Stage Venture Fund I
20 . .

2009

: BioMers,

,
.

2010

: Microlight Sensors

2011

Nanostart
.
, 1- 2011 .

www.nanostart.de

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Recent events: Market entry in Russia

Nanostart launches regional EUR 50 m nanotech fund (Kama Fund First)
Investment partner: RUSNANO and Perm administrative district
Kama Fund First marks Nanostarts initial step of business activities in Russia
As fund manager, Nanostart receives a 3% management fee and benefits
from value growth through a 25% performance fee
The Russian marktet offers favorable conditions for the further expansion
of Nanostarts business

Perm
Moskau

Alongside with the Singapore Early Stage Venture Fund I, Kama Fund First is
already Nanostarts second regional nanotech fund

Governments make use of Nanostarts know-how and expertise to reinforce their

public nanotechnology initiatives

Press conference in Moskow

www.nanostart.de

Interview with Marco Beckmann

Press conference in Perm

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 :
Nanostart
50 ( )
:
Nanostart

Nanostart 3%
25%

Nanostart

Nanostart. - Singapore
Early Stage Venture Fund I

Nanostart

www.nanostart.de

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Why Russia?
Favorable investment climate

As one of the BRIC nations, Russia is one of the four most promising and fastest growing economies
in the world
Multibillion investment programs enforce modernization process
Huge domestic market and growing middle class lead to high consumer demand and enhance growth

Strong technological base

Modern infrastructure for research and development acitivities

High quality of research and development
Several on high-tech specialized regions within Russia, e.g. Moskow, Perm, Tomsk,
Tatarstan, Novosibirsk

Strong public nanotechnology initiative in Russia

Russia has long recognized the pivotal role of nanotechnology in the countrys modernization process
Huge public funding for research and development: Russia aims at becoming a leading high-tech nation
over the coming years
Diversification of economy: From a commodities giant to a high-tech industry

www.nanostart.de

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- ,

, ., , , ,
,

:

:
www.nanostart.de

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Novosibirsk

One of Russias most important industrial and scientific centers

Strong expertise in mechanical and electrical engineering and IT, well

developed metal, pharmaceutical and biotech industry

The 3rd largest educational system in the nation: More than 40 universities and colleges,
20 research centers and laboratories, 11 innovation centers and 9 centers of innovative
competence generate skilled personnel for the Asian part of Russia

Development of high-tech oriented Technoparks to support and grow the research

institutes by commercializing its technological and research potential and bringing
domestic innovative products to the international market level

Located in the center of Russia and at the intersection of several trading lines,
Novosibirsk has a favorable geographical position

www.nanostart.de

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,
,

3- : 40
, 20 - , 11
9

www.nanostart.de

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Stock information*

Trading platforms:

Stock price:
Market cap:
Shares outstanding:

Germany: XETRA (NNS.DE)

USA: OTCQX (NASRY)
16.00 EUR
95 million EUR
5.94 million
*as of May 10, 2011

Analysts rating
Date

Analyst/Company

09-May-11

Kristina Kardum, CBS Research

Buy

32.00

21-Jan-11

Malte Schaumann, Warburg Research

Buy

35.00

01-Aug-10

Harald Gruber, Silvia Quandt Bank

Buy

47.50

22-Apr-10

Hilmar Platz, Kayenburg AG

Buy

50.94

www.nanostart.de

Recommendation

Price target

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:
:
:

: XETRA (NNS.DE)
: OTCQX (NASRY)
16,00
95
5,94
* 10 2011 .

09 2011

(Kristina Kardum) / CBS

Research

32,00

21 2011

(Malte Schaumann) /
Warburg Research

35,00

01 2010

(Harald Gruber) / Silvia

Quandt Bank

47,50

22 2010

(Hilmar Platz) / Kayenburg AG

50,94

www.nanostart.de

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Contact
Marco Beckmann
Chief Executive Officer
phone +49 - (0)69 - 2193 96 00
fax
+49 - (0)69 - 2193 96 150
marco.beckmann@nanostart.de

Dr. Stefan Elsser

Senior Venture Partner
phone +49 - (0)69 - 2193 96 00

fax

+49 - (0)69 - 2193 96 150

Stefan.elsser@nanostart.de

www.nanostart.de

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(Marco Beckmann)

.: +49 - (0)69 - 2193 96 00
: +49 - (0)69 - 2193 96 150
marco.beckmann@nanostart.de

(Stefan Elsser)

.: +49 - (0)69 - 2193 96 00

: +49 - (0)69 - 2193 96 150

Stefan.elsser@nanostart.de

www.nanostart.de

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Disclaimer

The information provided in this presentation does not constitute either an investment
recommendation or an offer or invitation for the purchase or sale of investment
instruments or for the execution of trading transactions or any other legally binding
contracts. The information and opinions provided herein have been provided by
Nanostart AG exclusively for private use and for general informational purposes, and
they are subject to change at any time without prior notice. Nanostart AG assumes no
liability whatsoever (either direct or implicit) for the correctness, completeness or
timeliness of any of the information and opinions provided herein.
Nanostart AG specifically disclaims any responsibility to remove information from this
presentation which is no longer current, or to specifically mark it as such. The
information in this presentation should not be used as the basis for investment, legal,
tax or other such decisions for which professional advice should be obtained, and
investment or other decisions should not be undertaken solely on the basis of the
information provided herein. We recommend that you speak to a qualified advisor
before undertaking any such decisions.
Pictures: Fotolia.de; Nanostart AG; MagForce Nanotechnologies AG, Namos GmbH, Curiox, Lumiphore, BioMers, BioMicro,
NanoGram, Holmenkol AG, ItN Nanovation AG

www.nanostart.de

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,
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Nanostart AG
, .
. Nanostart AG
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Nanostart AG
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, , ,
. ,
.

.
: Fotolia.de; Nanostart AG; MagForce Nanotechnologies AG, Namos GmbH, Curiox, Lumiphore, BioMers, BioMicro, NanoGram,
Holmenkol AG, ItN Nanovation AG

www.nanostart.de

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