Thesis Vertical Market

Thesis Vertical Market-48
Thesis-driven Definition of Investment Focus“Thesis driven investing involves drawing a picture of where your particular area of focus is going”, says Fred Wilson of Union Square Ventures.As David Rosskamp puts it: “Deductive thesis investing starts with a vision of the future.

In their Press Release, Salesforce focused on the Net Gen challenge as Wealth Managers call it: “In the next five years, more than $2 trillion in wealth is expected to transfer between generations.

Today’s financial advisors need to meet the needs of clients set to inherit this wealth, and who are increasingly social, mobile, connected and seeking significantly more collaboration.” A vertical move is tough.

is one of the great thought leaders in the software business. So when he decides to make his first big move from horizontal to vertical and chooses Wealth Management as his entry point, we should all pay attention.

During 2010 I created a series of Quarterly Reports on publicly traded pure-play Saa S companies called Saa S Insights.

In our terminology at Daily Fintech, first Salesforce won Mindshare and then they won Marketshare.

The Salesforce story is one of three (the other two come from my personal experience) that illustrates the chapter entitled How To Define And Lead Your Own Market (which you can read in this extract on Daily Fintech). Not content with just the Sales department, Salesforce expanded horizontally into marketing, customer service and business analytics.My objectives were to: Their stock always seems expensive.Waiting for it to get cheap has been a losing strategy.All of these – sales, marketing, customer service and business analytics – had three things in common: Salesforce needed a market where Sales would be key. The target clients are consumers but very rich consumers. Yet if you target a family with m to invest at an average AUM of 1%, you deal size is 0k pa. Salesforce agrees and is saying with this move that the first part of the world that it will eat is Financial Services.Assume you keep them for 10 years, which is pretty conservative and that is a

The Salesforce story is one of three (the other two come from my personal experience) that illustrates the chapter entitled How To Define And Lead Your Own Market (which you can read in this extract on Daily Fintech). Not content with just the Sales department, Salesforce expanded horizontally into marketing, customer service and business analytics.

My objectives were to: Their stock always seems expensive.

Waiting for it to get cheap has been a losing strategy.

All of these – sales, marketing, customer service and business analytics – had three things in common: Salesforce needed a market where Sales would be key. The target clients are consumers but very rich consumers. Yet if you target a family with $10m to invest at an average AUM of 1%, you deal size is $100k pa. Salesforce agrees and is saying with this move that the first part of the world that it will eat is Financial Services.

Assume you keep them for 10 years, which is pretty conservative and that is a $1m Life Time Value (LTV). That is the market thesis on which Daily Fintech was founded, so we clearly agree.

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The Salesforce story is one of three (the other two come from my personal experience) that illustrates the chapter entitled How To Define And Lead Your Own Market (which you can read in this extract on Daily Fintech). Not content with just the Sales department, Salesforce expanded horizontally into marketing, customer service and business analytics.My objectives were to: Their stock always seems expensive.Waiting for it to get cheap has been a losing strategy.All of these – sales, marketing, customer service and business analytics – had three things in common: Salesforce needed a market where Sales would be key. The target clients are consumers but very rich consumers. Yet if you target a family with $10m to invest at an average AUM of 1%, you deal size is $100k pa. Salesforce agrees and is saying with this move that the first part of the world that it will eat is Financial Services.Assume you keep them for 10 years, which is pretty conservative and that is a $1m Life Time Value (LTV). That is the market thesis on which Daily Fintech was founded, so we clearly agree.An alternative approach I have seen in other funds is what I would call “competence-based” investing.Implicitly, most investors do this: There is only a limited number of markets or business models any given VC understands based on own experience.That chart tells short traders “go ahead, make my day”.The recent move by into vertical markets, starting with Wealth Management, is the third of a series of brilliantly executed strategic moves: Move # 1.Thesis-driven Company Analysis A lot of former strategy consultants and equity analysts are joining the ranks of private equity and venture capital every year, bringing with them a strictly regimented methodology of hypothesis-led analysis.While researching a business, initial theses about the market, team, KPIs and/or business model will be rejected or validated — informed by the data produced from fundamental analysis or supplied by the venture to the investor.

m Life Time Value (LTV). That is the market thesis on which Daily Fintech was founded, so we clearly agree.An alternative approach I have seen in other funds is what I would call “competence-based” investing.Implicitly, most investors do this: There is only a limited number of markets or business models any given VC understands based on own experience.That chart tells short traders “go ahead, make my day”.The recent move by into vertical markets, starting with Wealth Management, is the third of a series of brilliantly executed strategic moves: Move # 1.Thesis-driven Company Analysis A lot of former strategy consultants and equity analysts are joining the ranks of private equity and venture capital every year, bringing with them a strictly regimented methodology of hypothesis-led analysis.While researching a business, initial theses about the market, team, KPIs and/or business model will be rejected or validated — informed by the data produced from fundamental analysis or supplied by the venture to the investor.

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