We understand the fundamentals of technology investment success, and we help clients generate answers to crucial questions such as, “What is the growth potential for the next holding period?” and “What will the growth outlook be upon exit?”
For example, when evaluating enterprise software companies, we swiftly assess:
- Total available market (TAM), serviceable available market (SAM), vended market, whitespace
- Tech/vendor disruption risk
- Latent demand and expected rate of new logo adoption
- Cross-sell potential, existing-customer revenue opportunity, and whether a product suite is “better together”
- Ability to extract value through pricing increases
- Ecosystem build and ecosystem risks
- Product quality (including code review), product tech debt, and product tech risk
- Data monetization
- Platform strategy