Sector: Financial
Services
Sub Sector: Capital
Markets
i. Driving
Business Priority:
Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance
INFOCUS REPORT
“Digital transformation in Capital Markets” The GrowthEnabler InFocus reports uniquely address the top priorities for technology leaders and their teams; by recommending potential solutions, in the context of business growth. Each business priority is broken down to point level/function-specific solutions that are further linked to technologies with a list of vendors. Business Solutions are sourced from GrowthEnabler Pii, our intelligence gateway to over 525K high growth tech companies. This report is designed to navigate the ever-changing technology landscape, and enable more informed, and quicker, decision making.
3
Step Guide Document
Created for the: CIO, CDO, CTO, CSO, CEO
Reading Time: 15 minutes
©2018 / All rights reserved
Sector: Financial Services • Sub sector: Capital Markets • Business Priority: i. Driving Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance
Contents i. Introduction 01. / How will this impact growth? 02. / Identifying business priorities 03. / From business priorities to solutions, in 3 steps
iii. Recommendations 25. / Digital transformation in Capital Markets
ii. The 3 Steps Driving Client Engagement 04. / How do I improve client acquisition? 06. / How do I drive efficiency in client onboarding? 09. / How do I improve client service and support? Digitising Trade Operations 10. / How do I drive efficiences in trade execution? 16. / What are the ways to improve post trade digitization? Focus on Regulatory Compliance 21. / How do I gain better results in managing risks? 23. / How do I stay compliant?
iv. Methodology 27. / GrowthEnabler Research Methodology
©2018 / All rights reserved
Sector: Financial Services • Sub sector: Capital Markets • Business Priority: i. Driving Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance
How will digital transformation impact growth? An introduction
Since the financial crisis in 2008, Regulators attempts to bring in more transparency and stability into the Financial markets is throwing challenges, including new capital and liquidity regimes, heightened reporting requirements and new investor protection provisions for Market infrastructure companies.
Dwindling revenues and operating margins are further forcing firms to redefine their current business processes and adopt new technologies to drive efficiencies. Investment banks were early adopters of digital technology in their front office operations, unfortunately the same level of emphasis is not sustained for back and middle office operations, which has led to an increase in operation costs. In the shifting market dynamics, firms need to prioritize their IT investments and ramp up automation efforts to stay relevant in the market. Capital Market firms should strive to be a client centric and data driven organisation. They need to build collaborative ecosystems that help reduce investment banks’ structural costs and enable enhanced regulatory compliance and better service to customers. Market infrastructure companies need to make significant investments in technologies like RPA (Robotic Process Automation), Bigdata and Cloud as they could significantly improve the quality of interactions with customers by proving relevant insights and drive efficiency in the Internal operations. Partnering with RegTechs to transform the compliance functions could also bring in significant cost advantages.
©2018 / All rights reserved
01
Sector: Financial Services • Sub sector: Capital Markets • Business Priority: i. Driving Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance
Business Priorities Sub-segments
How do I improve client service and support?
How do I improve client acquisition?
How do I drive efficiences in trade execution?
How do I gain better results in managing risks?
Driving Customer Engagement
Digitising Trade Operations
Focus on Regulatory Compliance
What are the ways to improve post trade digitization?
How do I stay compliant?
How do I drive efficiency in client onboarding?
©2018 / All rights reserved
02
Sector: Financial Services • Sub sector: Capital Markets • Business Priority: i. Driving Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance
From Sub-segments to Solutions The 3 Steps.
1.
2.
SUB-SEGMENTS OF BUSINESS PRIORITY
3.
SOLUTIONS TO CONSIDER
STARTUPS TO EVALUATE
EMERGING SCALING MATURE
Startup Growth Stage Definitions EMERGING:
Early stage startups typically at beta product stage and seeking investment capital
SCALING:
Typically funded, with a market ready product and revenue positive
MATURE:
Established product, exploring new growth markets and partnerships
©2018 / All rights reserved
03
Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
2.
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
Persado
A. Driving Client Engagement
How do I improve client acquisition
How do I drive efficiency in client onboarding
B. Digitising Trade Operations
How do I improve client service & support
Personalised marketing campaigns
Automation of marketing campaigns
New York, USA persado.com Persado is an AI-based marketing software to deliver content based on individual profile.
Optimizely
San Francisco, USA optimizely.com Optimizely helps businesses test out different ways to make their websites or apps more effective.
Phrasee
London, UK phrasee.co Phrasee offers AI-enabled software for email marketing.
Find more solutions on GrowthEnabler Pii...
C. Focus on Regulatory Compliance
www.growthenabler.com
04
Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
2.
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
FMeX
A. Driving Client Engagement
How do I improve client acquisition
How do I drive efficiency in client onboarding
B. Digitising Trade Operations
How do I improve client service & support
Personalised marketing campaigns
Automation of marketing campaigns
Plymouth, UK fmexdirect.com FMeX helps brands manage the entire content marketing process on one platform.
Sailthru
New York, UK sailthru.com Sailthru provides APIs for automated personalized marketing across all digital channels.
Emarsys
London, UK emarsys.com Emarsys provides the B2C personalized and automated marketing solutions using AI..
Find more solutions on GrowthEnabler Pii...
C. Focus on Regulatory Compliance
www.growthenabler.com
05
Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
2.
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
Trulioo
A. Driving Client Engagement
How do I improve client acquisition
How do I drive efficiency in client onboarding
B. Digitising Trade Operations
Vancouver, Canada trulioo.com Trulioo, an online identity verification company, enables trust and safety online by powering fraud and compliance systems worldwide.
How do I improve client service & support
Identity authentication platforms (e-KYC)
Digital onboarding & e-Signature solutions
Client insight / analytics
C. Focus on Regulatory Compliance
Trunomi
London, UK trunomi.com Trunomi offers digital identity verifaction platform and customer data consent and rights management solutions.
Onfido
London, UK onfido.com Onfido builds trust in an online world by helping businesses digitally verify people’s identities.
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
06
Driving Client Engagement
A. Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
How do I improve client acquisition
WorkFusion How do I drive efficiency in client onboarding
B. Digitising Trade Operations
2.
How do I improve client service & support
Identity authentication platforms (e-KYC)
Digital onboarding & e-Signature solutions
New York, USA workfusion.com WorkFusion automates enterprise business processes by combining robotics, AI-powered cognitive automation, and workforce orchestration.
Blue Prism
London, UK blueprism.com Blue Prism develops robotic process automation software and transforms the core business processes to drive innovation.
Hellosign Client insight / analytics
C. Focus on Regulatory Compliance
San Francisco, USA hellosign.com HelloSign offers fast, secure, and legally binding eSignatures for businesses.
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
07
Driving Client Engagement
A. Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
How do I improve client acquisition
How do I drive efficiency in client onboarding
B. Digitising Trade Operations
2.
How do I improve client service & support
Identity authentication platforms (e-KYC)
Digital onboarding & e-Signature solutions
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
Addepar
Mountain View, USA addepar.com Addepar is an investment management platform for investors and advisors.
Neuroprofiler Client insight / analytics
C. Focus on Regulatory Compliance
Vinon-sur-Verdon, France neuroprofiler.com Neuroprofiler is a behavioral finance platform to help financial advisors assess the investor profile.
TAVIQ
Oulu, Finland taviqinvesting.com Prospect profiling software for financial advisors
08
Driving Client Engagement
A. Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
2.
SOLUTIONS TO CONSIDER
STARTUPS TO EVALUATE
How do I improve client acquisition
Tier1CRM
Toronto, Canada tier1crm.com CRM for Global Banking and Markets.
How do I drive efficiency in client onboarding
B. Digitising Trade Operations
3.
How do I improve client service & support
Client relationship management
InvestorFlow
Palo Alto, USA investorflow.com Fundraising and Investor Reporting Platform for Private Equity and Hedge Funds
KyoLAB
C. Focus on Regulatory Compliance
London, UK kyolab.com Helps businesses engage with their clients through popular mobile messaging apps in a compliant way.
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
09
Digitising Trade Operations A. Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
How do I drive efficiences in trade execution
What are the ways to improve post trade digitization
2.
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
Cindicator Pre-trade analytics
New York, USA cindicator.com Hybrid Intelligence for financial markets.
Quantilia Market news and data
Nice, France quantilia.com An innovative online data and portfolio management platform dedicated to quantitative investment strategies.
OpenGamma
B. Digitising Trade Operations
Reference data platforms
Algorithmic trading
London, UK opengamma.com OpenGamma provides real-time market risk management technology for financial institutions.
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
C. Focus on Regulatory Compliance
Risk analytics platforms
Post-trade analytics 10
Digitising Trade Operations A. Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
How do I drive efficiences in trade execution
What are the ways to improve post trade digitization
2.
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
Dataminr Pre-trade analytics
New York, USA dataminr.com A realtime AI platform discovers high impact events & critical breaking news far in advance of existing information systems
Acuris Market news and data
New York, USA acuris.com Acuris provider of business intelligence and research for fixed income, transactions, infrastructure, compliance and equities.
Accern
B. Digitising Trade Operations
Reference data platforms
Algorithmic trading
New York, USA accern.com Monitors over 1 billion websites, provides news analytics solutions for global equities, commodities, forex & cryptocurrencies.
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
C. Focus on Regulatory Compliance
Risk analytics platforms
Post-trade analytics 11
Digitising Trade Operations A. Driving Client Engagement
1.
2.
SUB-SEGMENTS OF BUSINESS PRIORITY
SOLUTIONS TO CONSIDER
How do I drive efficiences in trade execution
Pre-trade analytics
What are the ways to improve post trade digitization
Market news and data
3.
STARTUPS TO EVALUATE
Preqin
London, UK preqin.com Preqin is the alternative assets industry’s leading source of data and intelligence.
AlphaSense
B. Digitising Trade Operations
Reference data platforms
Visible Alpha Algorithmic trading
C. Focus on Regulatory Compliance
New York, USA alpha-sense.com An intelligent Search Engine that provides sophisticated semantic analytics to give you an unprecedented information edge
Risk analytics platforms
New York, USA visiblealpha.com Visible Alpha delivers a data and analytics platform with comparable forecast models from the world's leading equity analysts.
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
Post-trade analytics 12
Digitising Trade Operations A. Driving Client Engagement
1.
2.
SUB-SEGMENTS OF BUSINESS PRIORITY
SOLUTIONS TO CONSIDER
How do I drive efficiences in trade execution
Pre-trade analytics
What are the ways to improve post trade digitization
Market news and data
3.
STARTUPS TO EVALUATE
Imandra
B. Digitising Trade Operations
Reference data platforms
London, UK imandra.ai Platform for formal verification of financial algorithms
Sentient Algorithmic trading
San Francisco, USA sentientim.com Leverages distributed AI systems to develop and apply proprietary quantitative trading and investment strategies.
QuantConnect
C. Focus on Regulatory Compliance
Risk analytics platforms
Post-trade analytics
Brooklyn, USA quantconnect.com QuantConnect provides free data, cluster computing and capital through a free browser-based IDE.
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
13
Digitising Trade Operations A. Driving Client Engagement
B. Digitising Trade Operations
1.
2.
SUB-SEGMENTS OF BUSINESS PRIORITY
SOLUTIONS TO CONSIDER
How do I drive efficiences in trade execution
Pre-trade analytics
What are the ways to improve post trade digitization
Market news and data
Reference data platforms
3.
STARTUPS TO EVALUATE
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
Addepar Algorithmic trading
Mountain View, USA addepar.com Addepar is an investment management platform for investors and advisors.
MoCaX
C. Focus on Regulatory Compliance
Risk analytics platforms
London, UK mocaxintelligence.com Algorithmic risk-engine accelerator that increases the performance of existing Monte Carlo simulations.
Beacon Post-trade analytics
New York, UK beacon.io Beacon development platform enables commercially-focused quants to rapidly write and release code at scale.
14
Digitising Trade Operations A. Driving Client Engagement
B. Digitising Trade Operations
1.
2.
SUB-SEGMENTS OF BUSINESS PRIORITY
SOLUTIONS TO CONSIDER
How do I drive efficiences in trade execution
Pre-trade analytics
What are the ways to improve post trade digitization
Market news and data
Reference data platforms
3.
STARTUPS TO EVALUATE
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
FeedStock Algorithmic trading
London, UK feedstock.com Providing a centralized view of trading, operations, surveillance, compliance and risk management.
Riskalyze
C. Focus on Regulatory Compliance
Risk analytics platforms
Auburn, USA riskalyze.com Empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit.
Vertex Analytics Post-trade analytics
Chicago, USA vertex-analytics.com Vertex offers trading analytics platform that scans for potentially negative behaviors like market disruption/manipulation.
15
Digitising Trade Operations
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
2.
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
Sernova Financial
A. Driving Client Engagement
How do I drive efficiences in trade execution
Paxos What are the ways to improve post trade digitization
B. Digitising Trade Operations
Clearing and settlement
Collateral and margin management
New York, USA paxos.com Paxos is a financial technology company delivering pioneering blockchain solutions for global financial institutions.
Axoni Treasury operations
Reconciliations
C. Focus on Regulatory Compliance
London, UK sernovafinancial.com Sernova Financial cloud-based clearing service recreates the shared infrastructure and service elements of traditional clearing brokers.
New York, USA axoni.com New York-based provider of distributed-ledger technology for financial firms
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
Transaction reporting
16
Digitising Trade Operations
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
2.
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
AcadiaSoft
A. Driving Client Engagement
How do I drive efficiences in trade execution
What are the ways to improve post trade digitization
B. Digitising Trade Operations
Clearing and settlement
CloudMargin Collateral and margin management
New York, USA cloudmargin.com Web-based collateral management system
IntegriDATA Treasury operations
Reconciliations
C. Focus on Regulatory Compliance
Boston, USA acadiasoft.com AcadiaSoft develops and markets derivatives and collateral management solutions for institutional investors.
New York, USA integri-data.com Offers post trade operations management solutions
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
Transaction reporting
17
Digitising Trade Operations A. Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
SOLUTIONS TO CONSIDER
How do I drive efficiences in trade execution
Clearing and settlement
3.
STARTUPS TO EVALUATE
Hazeltree What are the ways to improve post trade digitization
B. Digitising Trade Operations
2.
Collateral and margin management
New York, USA hazeltree.com HazelTree offers a comprehensive treasury management solution to hedge funds and institutional investors.
Kyriba Treasury operations
New York, USA kyriba.com Kyriba offers SaaS-based treasury solutions that enable treasury departments to plan for market volatility, regulation, and opportunities.
FiREapps Reconciliations
C. Focus on Regulatory Compliance
Transaction reporting
London, UK fireapps.com FiREapps offer FX Analytics to quantify, analyze and manage the impact of currency volatility in their business.
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
18
Digitising Trade Operations A. Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
SOLUTIONS TO CONSIDER
How do I drive efficiences in trade execution
Clearing and settlement
What are the ways to improve post trade digitization
B. Digitising Trade Operations
2.
Collateral and margin management
3.
STARTUPS TO EVALUATE
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
Fund Recs Treasury operations
Dublin, Ireland fundrecs.com Fund Recs develops cloud based reconciliation software for the Funds Industry, replacing prehistoric enterprise software with SaaS
Market76 Reconciliations
C. Focus on Regulatory Compliance
New York, USA market76.com Market76 makes financial services work better by empowering businesses to operate with the best, highest-quality data available.
Electra Transaction reporting
New York, USA electrainfo.com Electra Information Systems is an innovative provider of solutions and services for post-trade processing.
19
Digitising Trade Operations A. Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
SOLUTIONS TO CONSIDER
How do I drive efficiences in trade execution
Clearing and settlement
What are the ways to improve post trade digitization
B. Digitising Trade Operations
2.
Collateral and margin management
STARTUPS TO EVALUATE
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
RegTek Treasury operations
Reconciliations
C. Focus on Regulatory Compliance
3.
New York, USA regteksolutions.com Combines independent, market-validated actionable regulatory intelligence to offer modular solutions to all financial institutions’ regulatory challenges.
NEX Regulatory Reporting London, UK nexregreporting.com Regulatory reporting solutions
Treppides Transaction reporting
Mayfair, London treppidesrr.com Offers a platform to handle regualtory compliance for financial institutionst
20
Focus on Regulatory Compliance
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
2.
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
Eventus
A. Driving Client Engagement
How do I gain better results in managing risks
StratiFi How do I stay compliant
B. Digitising Trade Operations
Credit, market and liquidity risk
Austin, USA eventussystems.com Advanced run-time reporting and analytics platform providing a centralized view of trading, operations, compliance and risk managemet
Enterprise risk management
San Francisco, USA stratifi.com Platform to dynamically manage risk for options overlays
GeoQuant
New York geoquant.io GeoQuant is a platform using intelligent algorithms which generate high-frequency, objective risk scores to identify, track and price political risks.
Find more solutions on GrowthEnabler Pii...
C. Focus on Regulatory Compliance
www.growthenabler.com
21
Focus on Regulatory Compliance
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
2.
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
Percentile
A. Driving Client Engagement
How do I gain better results in managing risks
Riskonnect How do I stay compliant
B. Digitising Trade Operations
Credit, market and liquidity risk
London, UK percentile.co.uk Percentile provides technology to align Risk Management and Front Office for better decision making and easier regulatory compliance.
Enterprise risk management
Kennesaw, USA riskonnect.com Riskonnect is a provider of an enterprise-class technology platform for the risk management industry.
MSCI
New York msci.com MSCI is a leading provider of investment decision support tools to investment institutions worldwide.
Find more solutions on GrowthEnabler Pii...
C. Focus on Regulatory Compliance
www.growthenabler.com
22
Focus on Regulatory Compliance
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
2.
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
MetricStream
A. Driving Client Engagement
How do I gain better results in managing risks
GECKO How do I stay compliant
B. Digitising Trade Operations
Palo Alto, USA metricstream.com MetricStream provides solutions for quality management, regulatory compliance, risk management, and corporate governance.
Financial/regulatory reporting
Employee surveillance, market abuse and conduct
New York, USA geckogovernance.com GECKO Governance is a new RegTech Blockchain solution to allow fund managers to monitor & manage their regulation and compliance requirements
CSS
New York, USA compliancesolutionsstrategies.com Technology-enabled regulatory solutions that serve compliance professionals across the financial services industry.
Find more solutions on GrowthEnabler Pii...
C. Focus on Regulatory Compliance
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23
Focus on Regulatory Compliance A. Driving Client Engagement
1.
SUB-SEGMENTS OF BUSINESS PRIORITY
SOLUTIONS TO CONSIDER
3.
STARTUPS TO EVALUATE
How do I gain better results in managing risks
Behavox How do I stay compliant
B. Digitising Trade Operations
2.
Financial/regulatory reporting
Employee surveillance, market abuse and conduct
New York, USA behavox.com Holistic employee surveillance system
Whistler
Boulder, USA getwhistler.io Employee conduct monitoring platform that leverages AI based risk scoring.
Panalytics Comply Irvine, USA panalyticsco.com Risk & Compliance Analytics for Regulatory Surveillance.
C. Focus on Regulatory Compliance
Find more solutions on GrowthEnabler Pii... www.growthenabler.com
24
Sector: Financial Services • Sub sector: Capital Markets • Business Priority: i. Driving Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance
Recommendations
Digital transformation in Capital Markets i.
Leverage RPA tools to automate manual processes that exist within trade settlement, Collateral management and other post trade operations to drive efficiency in internal operations.
ii.
Collaborate with RegTech startups that automate routine compliance obligations, enhance efficiencies and help reduce the cost of regulatory processes.
iii.
Develop solutions that utilize technologies like advanced analytics and AI that mine structured and unstructured data to make predictions at the point of trade.
iv. v.
Leverage Cloud based formal verification platforms that allow financial engineers to automatically reason complex trading algorithms before deploying them in actual production systems. Blockchain has clear potential to be game changers further down the line. So, companies should actively engage in proofs of concept projects of Blockchain to determine the use cases that are most viable, although it will take a few more years to fully come to fruition.
Š2018 / All rights reserved
25
Find out more about GrowthEnabler Research Methodology
Š2018 / All rights reserved
GrowthEnabler Research Methodology Proprietary Research INTRODUCTION GrowthEnabler uses its proprietary research methodologies to analyse the business impact of disruptive technologies and digital innovations on the future growth of large corporations and their industries. GrowthEnabler applies its deep-data analysis tools, scoring logic and algorithms to create intelligence that enables senior executives to make informed business growth decisions. The GrowthEnabler Personalised Intelligence Interface (Pii) is an interactive platform that provides corporates the ability to Find, Select, Connect and Manage global Startups based on their business priorities and problems.
1. MARKET ANALYSIS To create and report leading technology-related market trends and industry analysis with a focus on industry sub-sectors, real-life implementations, industry and market landscapes and competitor dynamics, GrowthEnabler analyses large sets of data and information aggregated from various private and public sources, including online databases, market reports, online surveys, journals, and in-depth phone interviews. To further enrich the efficacy of analysis, GrowthEnabler undertakes formal and informal interviews and RFI’s and surveys with key decision makers and executives in corporates, as well as founders and owners of Startups. Following this exercise, large volumes of data is categorised and curated, based on, industry and market drivers, risks, opportunities and challenges specific to an industry vertical or technology area, and then injected into a pre-configured regression model to forecast and predict market movements and trends.
2. STARTUP TECHNOLOGY LANDSCAPE & ANALYSIS The Startup eco-system is built using an exhaustive primary and secondary research analysis model, led by dedicated team of tech analysts and subject matter experts (SMEs), who also use Machine Learning and Natural Language Processing (NLP) technologies for data mining and curation. Primary Research – The Primary research data is sourced directly from GrowthEnabler Market Surveys, RFI’s with Startups, One-on-One Interviews, Calls and Product briefings, including Startup and Client Registration Information available on the GrowthEnabler Pii platform. Secondary Research – A team of Machine Learning and NLP experts scan thousands of private and public data sources using data scraping and crawling methods to extract relevant secondary data, which is then validated and verified using GrowthEnabler automated data-cleansing methods,industry and technology segmentation taxonomies and mapping protocols and core intelligence from pre-populated Startup profiles and reviews. Analyst Validation – A team of Analysts and Subject Matter Experts validate both the primary and secondary data while using internal peer reviews to substantiate core assumptions and data points, and external discussions with senior decision makers to assess business relevancy, timing and need.
The major sources of Secondary research are: i. Global Startup websites ii. Data aggregators iii. VC and Investor portfolios iv. News Feeds v. Industry reports vi. Regional Company registration websites vii. Social Sources (Social Sites, Blogs, Articles, Media sites) A total of 57 data-points and parameters are applied in analysing and predicting the growth potential and health of a Startup, including: i. Company information ii. Leadership Team iii. Business Model iv. Financial Strength/Funding/acquisition data v. Product Innovation - patent data and core features and functions analysis vi. Customer value & sentiments vii. Social Media and Branding coverage viii. Business Traction and progress Out of the total 57, 30 parameters are classified under 5 broad categories used to calculate the GE Pii Score. i. Product & Innovation ii. Leadership Team iii. Market Traction iv. Financial Strength v. Social media and Branding
©2018 / All rights reserved
27
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