Equity 2017
Table of Content •
INTRODUCTION
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BENCHMARKING
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NEW INVESTMENT TREND
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ANALYTICS BIG DATA
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PREDICTIVE ANALYSIS
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CUSTOMER EXPERIENCE BALANCE
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MOBILE AND DIGITAL SOLUTION
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INTERACTIVE CONTENT MARKETING
INTRODUCTION QUANTITY HAS A QUALITY ALL ITS OWN
IMPLEMENTATION
FORECASTING
BIG DATA
INTERACTIVE CONTENT MARKETING
BENCHMARKING Benchmarking in the private equity arena, is extremely challenging: • Relatively new asset class involving irregular timing of cash flows. • Private equity tends to rely on measures of returns that are not standard when compared to other asset classes. However, The sector has seen a steady upwards trend in performance in recent times and 2015 has the largest returns since 2003 and the tech bubble. Venture funds from 2002 onwards have performed particularly strongly, seeing their since-inception returns increase to 7.0% Internal rate of return (IRR) 10,2% for UK private Equity and venture capital (5 years) and 15,2 (10 years) Such returns are however, subject to considerable short-term market volatility and private equity’s long-term horizon reduces its vulnerability to such volatility. Venture capital funds have had another strong year in 2015. in 2015, from 6.4% the previous year. (A. Mackay, PERIOD IRR BVCA 2016-17) COMMENTS PRE – BUBBLE (1980 – 1997)
11,8% per annum
BUBBLE (1998 – 2001)
Loss of 1,6% per annum
Inflated valuations in the technology sector and venture capital industry at the time. Large and unsustainable amounts of capital flooded into the industry and depressed the real returns to investors
POST – BUBBLE (2002 – 2011)
8,4%
Close to completing their recovery Spread of ret. in venture in larger than in private equity.
NEW INVESTMENT TREND: Althought, last few years private equity experienced fast growth, this year has been left out so far. Ideed, private equity firms did not close any transactions valued at more then $2.5 billion in the first three months of 2017. (Evelyn Cheng, 2017) HARDER COMPETITION WITH CORPORATE: - Lack of business case ( microsoft linkedin 25 billion vs biggest private equity deal 3.55 billion sale on thompson Reuter’s intellectual business unit) (S. Weiss, 2017) - Large amount of cash on their balance sheets
TIME IS RUNNING OUT: - Changes in tax low might happen - Rising interest rates which means borrowing money to buy another company is more expansive. - The Trump administration proposed a cut in the tax rait repatriation
STRATEGIC COMPETITION: - Eight deals of roughly $2.5 billion each so far in 2017 (CNBC, 2017)
SINERGIES: Find a corporate to cooperate with
INCREASING NUMBER OF PRIVATE EQUITY:
ANALYTICS BIG DATA:
BIG DATA ERA
2017 is the year of MACHINE TO MACHINE AND (IOT) Jim Darragh, CEO, Totalmobile
TRACK SOURCES OF SUCCESFUKL SALES
CLEARBIT: -To transform the world of business intelligence data -By using real-time lookups -Never older than 30 days.
PREDICTIVE ANALYSIS: STATISTICAL TOOLS (EXCEL, SOLVER)
GROWING TREND IN B2B SECTOR
MODELLING TECHNIQUES (CORRELATION AND AUTOCORRELATIO N)
CRYSTAL: Predicts both personality, such as Deepmind developing programs that can learn to solve any complex problem without needing to be taught how and preferred communication style using data from previous communication on social media and email. Moreover, an integration of Blockchain technology as a way to build secure distributed public databases might be done since it will be the breakout star of 2017 (M. Schipka, 2017)
CUSTOMER EXPERIENCE BALANCE: TWO DIFFERENT WAYS:
CUSTOMER FOCUS: Serving its clients’ need by maintaining an effective customer relations and service program
CUSTOMER LIFE-TIME APPROACH: Consist of the value of the customer along all his life and time with the company According with 100% headcount growth in marketing during the last year
ROBECOSAM: An investment specialist in Sustainability Investing Its decisions are based on two practical guiding principles: 1) Creation of long-term stakeholder value 2) Sustainability factors Aims: to generate attractive returns from a concentrated portfolio of attractively valued European sustainability leaders
MOBILE AND DIGITAL SOLUTION:
Easy to reach from all device
Mobile friendly
Feedback monitoring
Free app for Apple and Android platforms Indeed, considering the voice controlled apps for domestic use this might be the right year (Amazon’s echo/alexa)
Less intrusive
More likely to be shared
MOBILE AND DIGITAL SOLUTION: Three new investments can provide the needed tools to successfully implement it.
ZOOM A web conferencing and communication tool that offer top-notch video and audio, recording and storage capabilities by developing personalized relationships both internally and externally. MAILCHIMP The world’s leading email marketing platform. (15 million customers) CALENDLY The best team’s scheduling tool of choice, syncing tightly with all the major calendar and email providers and making tasks like scheduling meetings, setting event reminders, and so forth the cinch that it should be.
INTERACTIVE CONTENT MARKETING: The best examples of interactive content marketing solve problems first and are content marketing campaigns second. (Jason Brewer)
What your clients want to know
What will convince them to invest on your fund
FEELTER: Israelian company that help increase conversions and sales for on line retailers N.Y.C.+ What are their needs
DISCOVERORG: - Deliver the right information - At the right time Mission: to create competitive advantage by delivering the best products, ideas and value