INVESTMENT STRATEGY DESIGN
WHAT WE DO
Leveraging our clients’ investment history and core values as guiding principles, we research industry and technology trends, as well as market and competitive dynamics to find the right pockets of opportunities.
WHAT WE DELIVER
We identify specific technology and software sub-sectors that exhibit attractive investment characteristics to our clients (e.g., high levels of disruption, fast-growing or mature markets) along with an action plan on how to capitalize on these opportunities.
SECTOR & TARGET SCREENING
WHAT WE DO
We analyze customer, channel, and competitive dynamics within a broad set of software and tech-enabled services segments, and evaluate and score investment targets using knowledge of our clients’ existing investments and strategic goals.
WHAT WE DELIVER
We condense our clients’ investment goals into a prioritized list of investible, near-term targets that compete within favorable market dynamics and align with key investment criteria.