Framework for Data-Driven Growth
Capturing AI + Data Growth through Emerging Tech
Our client is a major Asian conglomerate which invests through their CVC arm with a mandate to invest in new technology for investment returns with a view to disrupting their established core business operations. The firm has a strong view that data growth will continue and wanted to invest in technology which addresses key challenges in data demands.
CVC
The Ask
Although the firm has a strong macro thesis in the space they lacked operational and technological experience to truly assess the likely tech drivers in the space, separate publicity from genuine traction and find a mechanism to assess different technologies against each other. The need was beyond a specific use case demand, the client required a robust strategic framework that was informed by the assessed technologies.
The Solution
We spent significant time with the client to unpack their investment thesis and create a hierarchy of criteria (both firm-driven and with a market lens) to assess technology for investment. The client’s initial view on untapped demand was tempered with experience of rising energy and resilience costs in other parts of their business so we focused on these themes for a deeper dive, allowing us to construct an investment framework around high-value technologies that aligned with the overarching strategy.
The Outcome
On top of the discovery sessions we presented, through a number of workshops, an overview of the key drivers and trend within energy and resilience use cases. We highlighted recent investments in this space, the level of traction and risk inherent in the valuations of comparable investments. We filtered down over 400 technology solutions that had presence or operational support in their core markets of Asia and Europe and scored and benchmarked these solutions to give a final shortlist of possible investments.