THEOREMCAPITAL,LLC
CompanyOverview
TheoremCapital,LLCisaPrivateEquityfirmfocusingonearlyandlatestageopportunities;directlyinvesting
acrossavarietyofsectorswithaspecificemphasisontechnology,energy,lifesciencesandconsumerbrands.
Ourexperiencedteamprovidesawiderangeofoperational,managementandinvestmentexpertisethatdelivers
apositiveandimmediateimpacttoportfoliocompanies.
Thefirmbenefitsfromanextensiveandgloballyinfluentialnetworkthatnotonlyenhancesthedevelopmentof
portfoliocompaniesbutalsoenablessupplementalexecutionplaysthroughoutthePacificRim.Werecognize
thevastpotentialofthisregionandhavecreatedaninvestmentnexusbetweenEastandWest,yieldingsuperior
returnopportunitiesforinvestors.
Foundedin2005andlocatedinBeverlyHills,wehavecultivatedanetworkofentrepreneursandprofessionals
whohave,andcontinueto,successfullycreateventuresandmakeinvestmentsaroundtheworld.
InvestmentParameters Industry(Core)Focus:
InvestmentStage: EarlyStageandLateStage
TargetInvestmentSize:
InvestmentTypes: $500k-$3mln(EarlyStage)/$10mln-$60mln(LateStage)
Minority/MajorityDebtandEquity/Preferred
GeographicalFocus:
U.S.based(U.S.and/orglobaloperations)
InvestmentPhilosophy
Technology,Energy,LifeSciencesandConsumerBrands
TheoremCapital’strackrecordinselectinginvestmentsisbasedoncertaincoreprinciples:
ThesisDriven:Informedbyglobalperspectiveandsoundresearch,weseekoutcompaniesthatcan
excelamongsttheirindustrypeersthroughasustainablydifferentiatedapproach;
Visionary Entrepreneurs: We value integrity, judgement and execution in both ourselves and our
entrepreneursandwillsupportthosewhoconsistentlydemonstratethesetraits;
SpecialSituations:Weembracecircumstancesthathavecreatedorphanedbrands,illiquidsyndicates,
spin-offs,recapitalizations,mispricingandotheropportunisticscenarios.
InvestmentPortfolio
TheoremCapitalconstantlyexploresasignificantnumberofprivateandpublicequityinvestmentopportunities,
of which only a select few meet the firm’s strict requirements for direct participation. Current and past
investmentsintheTheoremportfolioinclude:
Contacts
AndyDube
(310)500-2155
AirSage:Providesthewidestcoverage:populationlocation,movement,andtrafficinformation,ofany
real-timeproviderinthecountry,basedonwirelesssignalingdatafrommobilephones.
Active
BuzzPoints:Nextgenerationloyaltyandrewardsprogrambringingconsumers,locallyownedbusinesses
andcommunityfinancialinstitutionstogethertosupportthelocaleconomy.
Active
Inspirato: A private destination club that provides its members with exclusive access to a Signature
Collectionofluxury,leasedvacationhomesandexperiences,allmanagedandcontrolledbyInspirato.
Active
Lion Biotech: Develops and commercializes immunotherapy products for the treatment of cancers,
basedontumorinfiltratinglymphocytes(TILs),alsoknownasadoptiveT-celltherapy.
Active
ZhongAnInsurance:China’sfirstonlineinsuranceseller,whichreportedtheunderwritingofover630
millioninsurancepoliciesandover150millionclientsinitsfirstyearofoperation.
Active
Bazaarvoice:SaaScompanythathelpsbrandscapture,analyzeandactuponsocialdata,andenables
authenticcustomer-poweredmarketing.
Realized
PayPal: Operates a worldwide online payments system, as an electronic alternative to traditional
methods,performingpaymentprocessingforonlinevendors,auctionsitesetc,forwhichitchargesafee.
Realized
WebEx:Provideson-demandcollaboration,onlinemeeting,webconferencingandvideoconferencing
applications,viaaneasy-to-useinterface.
Realized
webtv:Bothathinclientwhichusedatelevisionfordisplay(ratherthanacomputer)andtheonline
servicesupportingit,whichwaspurchasedbyMicrosoftCorporationandabsorbedintoMSN.
Realized
[email protected]
[email protected]
DrewFoster
(424)320-2633
GideonLang-Laddie
(424)320-2636
[email protected]
[email protected]
[email protected]
NikkiRouel
(310)500-2150
TisnoOnggara
(310)500-2140
315SouthBeverlyDrive,Suite502,BeverlyHills,CA90212,USA
Tel:(310)500-2150Fax:(310)500-2151Web:www.theoremcapital.com
Thispresentationisneitheranoffertosellnorasolicitationofanoffertobuyanysecurity.AnoffermayonlybemadebytheconfidentialofferingcircularofTheoremCapital,LLC,thatwillbeprovidedonlytoqualifiedinvestors.Theinformationinthispresentationis
preparedasofitsdate,andmaybedifferentasofthedateyoureviewit.TheoremCapital,LLCandTheoremGroup,LLC,andtheiraffiliatesundertakenoobligationtoreviseorupdateanystatementinthepresentationforanyreason.Thispresentationwasprepared
solelytoenableyoutodeterminewhetheryouareinterestedinreceivingadditionalinformationaboutthegeneralpartner,thecapitalmanager,thesub-advisersandthefund.Certaininformationcontainedhereinhasbeenprovidedbythirdpartysources.Whilethe
generalpartner,thecapitalmanagerandthesub-advisersbelievethatsuchsourcesarereliable,theycannotguaranteetheaccuracyofanysuchinformationanddonotrepresentthatsuchinformationisaccurateorcomplete.