Fabric Ventures Contents Fabric is a VC fund adapting the early, technical, and patient approach of venture capital to Part I: Nine Months investing in decentralised data networks. It is building on OpenOcean’s peerless open source Into 2018 pedigree and Firestartr’s background in seed investing & blockchain focus, and is backing the boldest projects forming the foundation of Web 3.0. 06 - 07 Timeline of the past year www.fabric.vc 08 - 09 Overview of 2018 year-to-date @fabric.vc 10 - 13 Token returns and model portfolio 14 - 15 Pick and shovels first: • Sector breakdown • Tech stack development timeline 16-21 Geographical Distribution of Token Sales: • Overview • Regulation Anastasiya Belyaeva Max Mersch Richard Muirhead Maciej Rymarz Julien Thevenard • Project formation Partner, Head of General Partner General Partner Data Gandalf Investment Analyst 22-25 Fundraising Trends Venture Platform 25-27 Analysis of developer activity @Anastasiya_B94 @MerschMax_ @RichardMuirhead @MaciejRymarz @JulienThevenard Part II: Fabric Ventures Investment Thesis 28 - 38 A Generational Platform Shift 39 What’s at Stake for Investors 40 - 41 Europe: a Prime Mover 44 Conclusion 2 3