Rokoko’s $3M Strategic Extension Platform • TechCrunch

There are times In the life of a startup when you don’t really want to raise money or don’t need it, but a very good opportunity comes that you can create a completely new round to be able to bring in a strategic investor.

This was the situation of the Danish animation and motion capture company rococo She found herself in the summer. I wrote about it Her $3 million strategic round Which valued the company at $80 million—precisely put the tour together zebito Buy his way to the Rokoko Cap table.

When this kind of thing happens, you don’t usually need a deep surface; The investor is already sure that he wants to invest, and you are absolutely sure that you want the investor. Moreover, if the deal doesn’t go through…what happens, you don’t need the money anyway.

When I spoke with Rokoko, I found myself wondering: What were they using as playing cards in this very specific circumstance? Fortunately, the CEO of the company was happy to share the collection with me. So for this week’s set of presentations, I have something a little unusual: a strategic extension platform!

Let’s take a closer look.

We are looking for more unique planner presentations to tear down, so if you want to submit your own, Here’s how you can do it.

Slides in this group

  1. cover slide
  2. problem slice
  3. solution slice
  4. Product roadmap slide
  5. market size segment
  6. market path segment
  7. Flywheel commercial – business model segment
  8. “The Rokoko Platform in Two Years” – Product Roadmap Slide (Revised)
  9. “Conquer New Segments, Starting With Health” – Market Opportunity Segment / Expansion
  10. team slide
  11. “We move on the world’s most powerful dataset of human movement” – Market Track Slide
  12. “Company Background” – Metrics and Progress Segment (Revised)
  13. Financial Outlook (Revised)
  14. “Rokoko at a Glance” – KPI شريحة Slide
  15. Fundraising History – fundraising journey slide, with ratings
  16. Slide close

Three things to love

If you’re building a company in the builder’s space, it’s best to have a nice deck. Oh my real God did Rokoko advance on that front.

Absolute clarity

[Slide 2] problem slice. image credit: rococo

The team at Rokoko is all about movement and capture. How the hell do you always love to catch that on a steady chipset? Well, slide 2 gives you the answer. This slide is an absolute masterpiece of storytelling. By contextualizing an animated human alongside his digital counterpart, Rococo shows what he’s doing alongside.

The image is of course great, and it evokes movement and movement. Anyone who has tried to move something manually knows how difficult it can be to make the movement look natural. The two images go a long way, and the text strikes at the point: We live in a universe where a wide range of motion must be captured in order to make life easier for animators. It’s not hard to imagine that this applies to games, anime, and more. I love the simplicity of this slide and the amount of work it does. It’s a great way to establish the conversation.

Big market with big nearby markets

Do you know all that praise I just sang to Rococo above? He is getting better. I’m already convinced that this is a good opportunity, but then they go and tell us there are a huge amount of additional opportunities too:

[Slide 4] neighboring markets. image credit: rococo

If you’re building a company in the builder’s space, it’s best to have a nice deck. Oh my real God did Rokoko advance on that front.

It makes sense that creators – especially low- and mid-budget game and animation producers – would be a large and growing market. Seeing that Rokoko has contemplated (and acted against) market expansion is exactly what investors want to see.

For a lot of companies I’d advocate at this point, saying this is a fragmentation and a lack of focus, but I really like how Rococo tells the story in this case: They’re thinking about health and life sciences, web3, sports, and other use cases, but they don’t achieve Lots of them. It shows that they keep tabs on things without really diverting a lot of resources. At least, that’s what I hope. If I’m looking to invest I’d ask them how many resources they use, but given how this chip is designed and crafted I’m sure they’re doing some beta/early testing.

The thing outside is “robots and cars,” as the company casually drops the fact that it has Tesla, Volkswagen, BMW, Ford and Mercedes as existing customers. This downplays what’s going on, but it’s a great way to tell that part of the story. Yes, there are a series of questions that immediately come to their mind: How do they use your product? What is the value of contracts? How did you get them? What can you do to grow your presence there? How can you catch more bot and car customers? But in terms of storytelling, it hints at a solid core market (the creators) and a large number of potentially profitable market extensions. It’s a great place to be a startup.

Oh and about these creators…

The first time I clicked on the Rokoko deck, I was confused about the order; I was going to swap slides 4 and 5. But thinking about it more closely, I see what they do. Instead of doing “This is our core and here are the other opportunities,” they do it the other way around. Slide 4 shows the floor area and then slide 5 drills deeper into the core masses, which shows a huge growth opportunity.

[Slide 5] About these creators… image credit: rococo

This slide tells an important part of Rokoko’s story – slide 4 covered the general landscape, and here the company double-clicked on the creator’s economy; Additional context shows where amateur and professional producers put their content. It’s encouraging to see that the company has room to grow into more premium content as well, from the likes of Disney+, Apple TV+, Hulu, HBO Max, Prime Video and Netflix. Displays the width and breadth of customers who use these services.

This round is about bringing in an investor who really wants to get involved, so I’ll forgive Rokoko for this, but if it’s a more general round of VC’s, I’d invite him to talk more about what this “strong growth” looks like in numbers.

In the rest of this rip off, we’ll look at three things Rokoko could have improved or done differently, along with a full pitch deck!

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