case study – venture portfolio tracking and competitive intelligence sam knox - director of...
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Case Study – Venture Portfolio Case Study – Venture Portfolio Tracking and Competitive Tracking and Competitive
IntelligenceIntelligence
Sam Knox - Director of Analyst Services
Christopher Cho - Consulting Analyst
Presentation OverviewPresentation Overview
Inxight Software - Who are we?Inxight Competitive Intelligence Portal
(CIP) - What is it?Inxight CIP - How is it used?
• Case Study - Venture Capital Portfolio Tracking and Competitive Intelligence
Inxight CIP - Other applications
Inxight - Who are we?Inxight - Who are we?
Inxight Software develops knowledge management software products...• Visual navigation
• Information access
• Content analysis
used by leading software, electronic publishers and enterprise clients• Computer Associates, Dow Jones & Company,
Hewlett-Packard, SAP, and Reuters
Inxight Software ProductsInxight Software Products
Inxight Hyperbolic
Tree
Inxight ThingFinder
Inxight Categorizer
InxightSummary
Server
InxightLinguistX
• Visual navigation technology that displays complex hierarchies and makes searches more productive
• Powerful text analysis software that identifies, tags, and indexes entities within unstructured text
• Advanced knowledge management engine that automates the process of categorizing documents to a taxonomy of subject categories
• Technology that generates real-time document abstracts to speed up searches for relevant information
• High-performance suite of natural language software that enables word analysis, phrase analysis, and language identification
Inxight Competitive Intelligence PortalInxight Competitive Intelligence Portal
Inxight CIP leverages visual navigation and text analysis technologies to deliver strategic information via function-specific portals
Users and Information NeedsUsers and Information Needs
Inxight CIP is used by front-office staff to solve core information problems
SalesMarketingProduct
ManagementBusiness
Development
Investor & Public Relations
Senior Staff/Management
Junior/Support Staff
• Prospect for OEM opportunities
• Prepare for sales calls
• Monitor media presence
• Understand competitive positioning
• Understand competitive offerings
• Find inputs for company offerings
• Understand who is working with whom
• Find and research opportunities for collaboration
• Monitor media presence
Inxight Solution DeliveryInxight Solution Delivery
Software Products
Portal Platform
Inxight Categorizer
Inxight Hyperbolic Tree
Inxight Summary
Server
Inxight Thing Finder
Interviews with end users
Taxonomy development
Training set and entity index development
Content sourcing
Research Services
Platform customization
Document repository integration
UI customization
Testing and QA
• kNN categorization for business topics
• Suggests model updates
• Entity extraction of noun phrases for companies and people
• Document summaries in rollover or inline format
• Graphical display of model relationships
Integration Services
Major Portal ComponentsMajor Portal Components
Industry Model
Industry Views
Content
Entities: • Companies• Sectors• Portfolios• People• Market segments• Products
Relationships:• Ownership• Customers• Partners• Executive mgt, board svc, etc.
Industry Overview:• Companies, by segment
Company Views:• Products, by segment• Competitors, by segment• Customers, by vertical• Investors• Investments , by vertical
Sources/Types:• Trade press• Press releases• Market research• Brokerage reports• Internal docs
Topics:• Mergers & Acquisitions• Financing Activity• Company Performance• Relationships & Alliances• Customers & Deals• Products and Reviews• People and Positions
How the CIP worksHow the CIP works
Show Company A’s investors:
Company Q Company S Company W
Query / Results1. Query the model
Industry Views
2. Extract / switch views(Show competitors Show investors…)
Content Repository
Trade pressPress releasesMarket researchBrokerage reportsInternal docs
Node Content3. Fetch content in context
4. Query the content repository
5. Review, Commit Model Updates
Industry Model
Ownership PartnershipsEmployment
Companies SegmentsPeopleProducts
CIP ArchitectureCIP Architecture
ModelRelationships among entities
and market participants
• Text analysis:•Categorizer•Summarizer•ThingFinder
• Indexing• Loading
Content/ Metadata
repository and Indexes
Views
Model MgmtExtracts new view of model
Right click: query for relationship
DocumentProcessing
Content View
Verify/modify and commit to database
External docs
Aggregate View Table Lens
Hyperbolic Tree Double
Click: query for content
Update model button: analyze/build relationship statement(s)
www.com
Spidering of websites
FTP Web Crawler
How is it used?How is it used?
An example of the Inxight CIP’s use in solving real-world problems• Case Study - DB eVentures
Portfolio Management ProblemsPortfolio Management Problems
Portfolio Companies
• Monitor portfolio companies• See relationships among
companies• Monitor investment sectors
Prospective Investments
• Identify new investment targets• Find opportunities for
collaboration
Other VCs• Monitor competitors and their
portfolios• See relationships among
companies, people, and VCs
Data Model Entities and RelationshipsData Model Entities and Relationships
People
Executive positions
Board seats
Advisory boards
DB affiliation
Portfolio holdings
InvestorsPortfolio
Companies
Investor affiliation
Market segment
Customers
Alliance partners
Extended research on portfolio companies, their people, relationships and investments
DB Prototype TaxonomiesDB Prototype Taxonomies
Company Taxonomy
17 vertical markets
Business ServicesCommunications ProductsCommunications ServicesConstructionFinancial ServicesInsuranceInternet and E-CommerceManufacturingMedia and Entertainment
Medical, Healthcare and BiotechPower, Energy, and UtilitiesPublicReal EstateRetail and Consumer Products and ServicesSoftwareTechnologyTransportation
Topical Taxonomy
Mergers and AcquisitionsFinancingRelationshipsCompany Performance
ProductsCustomersOperationsPeopleOther
Topical areas of interest
Relationship Taxonomy
CustomersSuppliersDevelopment partnersGot to market partners
Who’s working with whom?
People Taxonomy
Decision makers across companies
Executive positionsBoard seatsAdvisory boardsDB eVentures affiliation
Key Strengths of Inxight CIPKey Strengths of Inxight CIP
Focus
Taxonomy Strategy
Technology Strategy
• Customized application for solving core business problems
• Next generation browse and search user interface
• Taxonomy designed and populated with client business needs in mind
• Consultative process that generates several taxonomies to meet client needs
• Focus on the application, not on groups of content
• Combine linguistics and visualization software• kNN Categorization for “soft topics”• Entity extraction for people, companies, and
products to identify and update• Hyperbolic tree for model views and visualization
Inxight CIP - Other ApplicationsInxight CIP - Other Applications
The Inxight CIP can be customized to monitor and analyze various markets and relationships• Portfolio Companies
• Competitors–Entities include: companies, product lines, models
• Supply Chain Partners
• Customers
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