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

DB eVentures Prototype DB eVentures Prototype

See CIP demo

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

Inxight Software - www.inxight.comInxight Software - www.inxight.com