financial services

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1. “Digital transformation in Capital Markets” The GrowthEnabler InFocus reports uniquely address the top priorities for technology leaders and their teams; by recommending potential solutions, in the context of business growth. Each business priority is broken down to point level/function-specific solutions that are further linked to technologies with a list of vendors. Business Solutions are sourced from GrowthEnabler Pii, our intelligence gateway to over 525K high growth tech companies. This report is designed to navigate the ever-changing technology landscape, and enable more informed, and quicker, decision making. 3 Step Guide Document Reading Time: 15 minutes Created for the: CIO, CDO, CTO, CSO, CEO INFOCUS REPORT ©2018 / All rights reserved Business Priority: i. Driving Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance Sector: Financial Services Sub Sector: Capital Markets
2. i. Introduction 01. / How will this impact growth? 02. / Identifying business priorities 03. / From business priorities to solutions, in 3 steps iii. Recommendations 25. / Digital transformation in Capital Markets ii. The 3 Steps Driving Client Engagement 04. / How do I improve client acquisition? 06. / How do I drive e ciency in client onboarding? 09. / How do I improve client service and support? Digitising Trade Operations 10. / How do I drive e ciences in trade execution? 16. / What are the ways to improve post trade digitization? Focus on Regulatory Compliance 21. / How do I gain better results in managing risks? 23. / How do I stay compliant? iv. Methodology 27. / GrowthEnabler Research Methodology Contents ©2018 / All rights reserved Sector: Financial Services • Sub sector: Capital Markets • Business Priority: i. Driving Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance
3. Since the financial crisis in 2008, Regulators attempts to bring in more transparency and stability into the Financial markets is throwing challenges, including new capital and liquidity regimes, heightened reporting requirements and new investor protection provisions for Market infrastructure companies. Dwindling revenues and operating margins are further forcing firms to redefine their current business processes and adopt new technologies to drive e ciencies. Investment banks were early adopters of digital technology in their front o ce operations, unfortunately the same level of emphasis is not sustained for back and middle o ce operations, which has led to an increase in operation costs. In the shifting market dynamics, firms need to prioritize their IT investments and ramp up automation e orts to stay relevant in the market. Capital Market firms should strive to be a client centric and data driven organisation. They need to build collaborative ecosystems that help reduce investment banks’ structural costs and enable enhanced regulatory compliance and better service to customers. Market infrastructure companies need to make significant investments in technologies like RPA (Robotic Process Automation), Bigdata and Cloud as they could significantly improve the quality of interactions with customers by proving relevant insights and drive e ciency in the Internal operations. Partnering with RegTechs to transform the compliance functions could also bring in significant cost advantages. How will digital transformation impact growth? An introduction 01 ©2018 / All rights reserved Sector: Financial Services • Sub sector: Capital Markets • Business Priority: i. Driving Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance
4. Business Priorities Sub-segments 02 ©2018 / All rights reserved Driving Customer Engagement How do I improve client service and support? How do I drive e ciency in client onboarding? How do I improve client acquisition? Digitising Trade Operations How do I drive e ciences in trade execution? What are the ways to improve post trade digitization? Focus on Regulatory Compliance How do I gain better results in managing risks? How do I stay compliant? Sector: Financial Services • Sub sector: Capital Markets • Business Priority: i. Driving Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance
5. 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE From Sub-segments to Solutions The 3 Steps. SCALING MATURE EMERGING EMERGING: Early stage startups typically at beta product stage and seeking investment capital SCALING: Typically funded, with a market ready product and revenue positive MATURE: Established product, exploring new growth markets and partnerships Startup Growth Stage Definitions 03 ©2018 / All rights reserved Sector: Financial Services • Sub sector: Capital Markets • Business Priority: i. Driving Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance
6. 04 B. Digitising Trade Operations Personalised marketing campaigns How do I improve client acquisition How do I drive e ciency in client onboarding How do I improve client service & support A. Driving Client Engagement Phrasee London, UK phrasee.co Phrasee o ers AI-enabled software for email marketing. Optimizely San Francisco, USA optimizely.com Optimizely helps businesses test out di erent ways to make their websites or apps more e ective. Persado New York, USA persado.com Persado is an AI-based marketing software to deliver content based on individual profile. Find more solutions on GrowthEnabler Pii... www.growthenabler.com C. Focus on Regulatory Compliance Automation of marketing campaigns 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE Driving Client Engagement
7. 05 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE Personalised marketing campaigns A. Driving Client Engagement Emarsys London, UK emarsys.com Emarsys provides the B2C personalized and automated marketing solutions using AI.. Sailthru New York, UK sailthru.com Sailthru provides APIs for automated personalized marketing across all digital channels. FMeX Plymouth, UK fmexdirect.com FMeX helps brands manage the entire content marketing process on one platform. Find more solutions on GrowthEnabler Pii... www.growthenabler.com Automation of marketing campaigns B. Digitising Trade Operations How do I improve client acquisition How do I drive e ciency in client onboarding How do I improve client service & support C. Focus on Regulatory Compliance Driving Client Engagement
8. 06 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE How do I improve client acquisition How do I drive e ciency in client onboarding How do I improve client service & support A. Driving Client Engagement Onfido London, UK onfido.com Onfido builds trust in an online world by helping businesses digitally verify people’s identities. Trunomi London, UK trunomi.com Trunomi o ers digital identity verifaction platform and customer data consent and rights management solutions. Trulioo Vancouver, Canada trulioo.com Trulioo, an online identity verification company, enables trust and safety online by powering fraud and compliance systems worldwide. Find more solutions on GrowthEnabler Pii... www.growthenabler.com Identity authentication platforms (e-KYC) Digital onboarding & e-Signature solutions Client insight / analytics B. Digitising Trade Operations C. Focus on Regulatory Compliance Driving Client Engagement
9. 07 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE How do I improve client acquisition How do I drive e ciency in client onboarding How do I improve client service & support A. Driving Client Engagement Hellosign San Francisco, USA hellosign.com HelloSign o ers fast, secure, and legally binding eSignatures for businesses. Blue Prism London, UK blueprism.com Blue Prism develops robotic process automation software and transforms the core business processes to drive innovation. WorkFusion New York, USA workfusion.com WorkFusion automates enterprise business processes by combining robotics, AI-powered cognitive automation, and workforce orchestration. Find more solutions on GrowthEnabler Pii... www.growthenabler.com Identity authentication platforms (e-KYC) Digital onboarding & e-Signature solutions Client insight / analytics B. Digitising Trade Operations C. Focus on Regulatory Compliance Driving Client Engagement
10. 08 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE How do I improve client acquisition How do I drive e ciency in client onboarding How do I improve client service & support A. Driving Client Engagement Identity authentication platforms (e-KYC) Digital onboarding & e-Signature solutions Client insight / analytics TAVIQ Oulu, Finland taviqinvesting.com Prospect profiling software for financial advisors Neuroprofiler Vinon-sur-Verdon, France neuroprofiler.com Neuroprofiler is a behavioral finance platform to help financial advisors assess the investor profile. Addepar Mountain View, USA addepar.com Addepar is an investment management platform for investors and advisors. Find more solutions on GrowthEnabler Pii... www.growthenabler.com B. Digitising Trade Operations C. Focus on Regulatory Compliance Driving Client Engagement
11. 09 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE How do I improve client acquisition How do I drive e ciency in client onboarding How do I improve client service & support A. Driving Client Engagement Client relationship management KyoLAB London, UK kyolab.com Helps businesses engage with their clients through popular mobile messaging apps in a compliant way. InvestorFlow Palo Alto, USA investorflow.com Fundraising and Investor Reporting Platform for Private Equity and Hedge Funds Tier1CRM Toronto, Canada tier1crm.com CRM for Global Banking and Markets. Find more solutions on GrowthEnabler Pii... www.growthenabler.com B. Digitising Trade Operations C. Focus on Regulatory Compliance Driving Client Engagement
12. 10 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE Pre-trade analytics How do I drive e ciences in trade execution What are the ways to improve post trade digitization A. Driving Client Engagement Quantilia Nice, France quantilia.com An innovative online data and portfolio management platform dedicated to quantitative investment strategies. Cindicator New York, USA cindicator.com Hybrid Intelligence for financial markets. Find more solutions on GrowthEnabler Pii... www.growthenabler.com C. Focus on Regulatory Compliance Market news and data B. Digitising Trade Operations Reference data platforms Algorithmic trading Risk analytics platforms Post-trade analytics OpenGamma London, UK opengamma.com OpenGamma provides real-time market risk management technology for financial institutions. Digitising Trade Operations
13. 11 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE A. Driving Client Engagement Accern New York, USA accern.com Monitors over 1 billion websites, provides news analytics solutions for global equities, commodities, forex & cryptocurrencies. Acuris New York, USA acuris.com Acuris provider of business intelligence and research for fixed income, transactions, infrastructure, compliance and equities. Dataminr New York, USA dataminr.com A realtime AI platform discovers high impact events & critical breaking news far in advance of existing information systems C. Focus on Regulatory Compliance B. Digitising Trade Operations Pre-trade analytics How do I drive e ciences in trade execution What are the ways to improve post trade digitization Find more solutions on GrowthEnabler Pii... www.growthenabler.com Market news and data Reference data platforms Algorithmic trading Risk analytics platforms Post-trade analytics Digitising Trade Operations
14. 12 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE B. Digitising Trade Operations A. Driving Client Engagement C. Focus on Regulatory Compliance Visible Alpha New York, USA visiblealpha.com Visible Alpha delivers a data and analytics platform with comparable forecast models from the world's leading equity analysts. AlphaSense New York, USA alpha-sense.com An intelligent Search Engine that provides sophisticated semantic analytics to give you an unprecedented information edge Preqin London, UK preqin.com Preqin is the alternative assets industry’s leading source of data and intelligence. Pre-trade analytics How do I drive e ciences in trade execution What are the ways to improve post trade digitization Find more solutions on GrowthEnabler Pii... www.growthenabler.com Market news and data Reference data platforms Algorithmic trading Risk analytics platforms Post-trade analytics Digitising Trade Operations
15. 13 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE B. Digitising Trade Operations A. Driving Client Engagement C. Focus on Regulatory Compliance QuantConnect Brooklyn, USA quantconnect.com QuantConnect provides free data, cluster computing and capital through a free browser-based IDE. Sentient San Francisco, USA sentientim.com Leverages distributed AI systems to develop and apply proprietary quantitative trading and investment strategies. Imandra London, UK imandra.ai Platform for formal verification of financial algorithms Pre-trade analytics How do I drive e ciences in trade execution What are the ways to improve post trade digitization Find more solutions on GrowthEnabler Pii... www.growthenabler.com Market news and data Reference data platforms Algorithmic trading Risk analytics platforms Post-trade analytics Digitising Trade Operations
16. 14 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE B. Digitising Trade Operations A. Driving Client Engagement C. Focus on Regulatory Compliance Beacon New York, UK beacon.io Beacon development platform enables commercially-focused quants to rapidly write and release code at scale. MoCaX London, UK mocaxintelligence.com Algorithmic risk-engine accelerator that increases the performance of existing Monte Carlo simulations. Addepar Mountain View, USA addepar.com Addepar is an investment management platform for investors and advisors. Pre-trade analytics How do I drive e ciences in trade execution What are the ways to improve post trade digitization Find more solutions on GrowthEnabler Pii... www.growthenabler.com Market news and data Reference data platforms Algorithmic trading Risk analytics platforms Post-trade analytics Digitising Trade Operations
17. 15 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE B. Digitising Trade Operations A. Driving Client Engagement C. Focus on Regulatory Compliance Vertex Analytics Chicago, USA vertex-analytics.com Vertex o ers trading analytics platform that scans for potentially negative behaviors like market disruption/manipulation. Riskalyze Auburn, USA riskalyze.com Empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit. FeedStock London, UK feedstock.com Providing a centralized view of trading, operations, surveillance, compliance and risk management. Pre-trade analytics How do I drive e ciences in trade execution What are the ways to improve post trade digitization Find more solutions on GrowthEnabler Pii... www.growthenabler.com Market news and data Reference data platforms Algorithmic trading Risk analytics platforms Post-trade analytics Digitising Trade Operations
18. 16 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE Clearing and settlement How do I drive e ciences in trade execution What are the ways to improve post trade digitization Collateral and margin management B. Digitising Trade Operations Treasury operations Reconciliations Transaction reporting Axoni New York, USA axoni.com New York-based provider of distributed-ledger technology for financial firms Paxos New York, USA paxos.com Paxos is a financial technology company delivering pioneering blockchain solutions for global financial institutions. Sernova Financial London, UK sernovafinancial.com Sernova Financial cloud-based clearing service recreates the shared infrastructure and service elements of traditional clearing brokers. Find more solutions on GrowthEnabler Pii... www.growthenabler.com A. Driving Client Engagement C. Focus on Regulatory Compliance Digitising Trade Operations
19. 17 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE Clearing and settlement What are the ways to improve post trade digitization Collateral and margin management B. Digitising Trade Operations Treasury operations Reconciliations Transaction reporting IntegriDATA New York, USA integri-data.com O ers post trade operations management solutions CloudMargin New York, USA cloudmargin.com Web-based collateral management system AcadiaSoft Boston, USA acadiasoft.com AcadiaSoft develops and markets derivatives and collateral management solutions for institutional investors. Find more solutions on GrowthEnabler Pii... www.growthenabler.com How do I drive e ciences in trade execution A. Driving Client Engagement C. Focus on Regulatory Compliance Digitising Trade Operations
20. 18 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE Clearing and settlement What are the ways to improve post trade digitization Collateral and margin management B. Digitising Trade Operations Treasury operations Reconciliations Transaction reporting FiREapps London, UK fireapps.com FiREapps o er FX Analytics to quantify, analyze and manage the impact of currency volatility in their business. Kyriba New York, USA kyriba.com Kyriba o ers SaaS-based treasury solutions that enable treasury departments to plan for market volatility, regulation, and opportunities. Hazeltree New York, USA hazeltree.com HazelTree o ers a comprehensive treasury management solution to hedge funds and institutional investors. Find more solutions on GrowthEnabler Pii... www.growthenabler.com How do I drive e ciences in trade execution A. Driving Client Engagement C. Focus on Regulatory Compliance Digitising Trade Operations
21. 19 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE Clearing and settlement What are the ways to improve post trade digitization Collateral and margin management B. Digitising Trade Operations Treasury operations Reconciliations Transaction reporting Electra New York, USA electrainfo.com Electra Information Systems is an innovative provider of solutions and services for post-trade processing. Market76 New York, USA market76.com Market76 makes financial services work better by empowering businesses to operate with the best, highest-quality data available. Fund Recs Dublin, Ireland fundrecs.com Fund Recs develops cloud based reconciliation software for the Funds Industry, replacing prehistoric enterprise software with SaaS Find more solutions on GrowthEnabler Pii... www.growthenabler.com How do I drive e ciences in trade execution A. Driving Client Engagement C. Focus on Regulatory Compliance Digitising Trade Operations
22. 20 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE Clearing and settlement What are the ways to improve post trade digitization Collateral and margin management B. Digitising Trade Operations Treasury operations Reconciliations Transaction reporting Treppides Mayfair, London treppidesrr.com O ers a platform to handle regualtory compliance for financial institutionst NEX Regulatory Reporting London, UK nexregreporting.com Regulatory reporting solutions RegTek New York, USA regteksolutions.com Combines independent, market-validat- ed actionable regulatory intelligence to o er modular solutions to all financial institutions’ regulatory challenges. Find more solutions on GrowthEnabler Pii... www.growthenabler.com How do I drive e ciences in trade execution A. Driving Client Engagement C. Focus on Regulatory Compliance Digitising Trade Operations
23. 21 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE Credit, market and liquidity risk How do I gain better results in managing risks How do I stay compliant A. Driving Client Engagement C. Focus on Regulatory Compliance Enterprise risk management B. Digitising Trade Operations GeoQuant New York geoquant.io GeoQuant is a platform using intelligent algorithms which generate high-frequency, objective risk scores to identify, track and price political risks. StratiFi San Francisco, USA stratifi.com Platform to dynamically manage risk for options overlays Eventus Austin, USA eventussystems.com Advanced run-time reporting and analytics platform providing a centralized view of trading, operations, compliance and risk managemet Find more solutions on GrowthEnabler Pii... www.growthenabler.com Focus on Regulatory Compliance
24. 22 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE Credit, market and liquidity risk How do I gain better results in managing risks How do I stay compliant A. Driving Client Engagement C. Focus on Regulatory Compliance Enterprise risk management B. Digitising Trade Operations MSCI New York msci.com MSCI is a leading provider of investment decision support tools to investment institutions worldwide. Riskonnect Kennesaw, USA riskonnect.com Riskonnect is a provider of an enterprise-class technology platform for the risk management industry. Percentile London, UK percentile.co.uk Percentile provides technology to align Risk Management and Front O ce for better decision making and easier regulatory compliance. Find more solutions on GrowthEnabler Pii... www.growthenabler.com Focus on Regulatory Compliance
25. 23 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE How do I gain better results in managing risks How do I stay compliant A. Driving Client Engagement C. Focus on Regulatory Compliance Financial/regulatory reporting B. Digitising Trade Operations CSS New York, USA compliancesolutionsstrategies.com Technology-enabled regulatory solutions that serve compliance professionals across the financial services industry. GECKO New York, USA geckogovernance.com GECKO Governance is a new RegTech Blockchain solution to allow fund managers to monitor & manage their regulation and compliance requirements MetricStream Palo Alto, USA metricstream.com MetricStream provides solutions for quality management, regulatory compliance, risk management, and corporate governance. Find more solutions on GrowthEnabler Pii... www.growthenabler.com Employee surveillance, market abuse and conduct Focus on Regulatory Compliance
26. 24 1. SUB SEGMENTS OF BUSINESS PRIORITY 2. SOLUTIONS TO CONSIDER 3. STARTUPS TO EVALUATE How do I gain better results in managing risks How do I stay compliant A. Driving Client Engagement C. Focus on Regulatory Compliance Financial/regulatory reporting B. Digitising Trade Operations Employee surveillance, market abuse and conduct Panalytics Comply Irvine, USA panalyticsco.com Risk & Compliance Analytics for Regulatory Surveillance. Whistler Boulder, USA getwhistler.io Employee conduct monitoring platform that leverages AI based risk scoring. Behavox New York, USA behavox.com Holistic employee surveillance system Find more solutions on GrowthEnabler Pii... www.growthenabler.com Focus on Regulatory Compliance
27. Recommendations Digital transformation in Capital Markets i. ii. Leverage RPA tools to automate manual processes that exist within trade settlement, Collateral management and other post trade operations to drive e ciency in internal operations. Collaborate with RegTech startups that automate routine compliance obligations, enhance e ciencies and help reduce the cost of regulatory processes. Develop solutions that utilize technologies like advanced analytics and AI that mine structured and unstructured data to make predictions at the point of trade. Leverage Cloud based formal verification platforms that allow financial engineers to automatically reason complex trading algorithms before deploying them in actual production systems. Blockchain has clear potential to be game changers further down the line. So, companies should actively engage in proofs of concept projects of Blockchain to determine the use cases that are most viable, although it will take a few more years to fully come to fruition. iii. iv. v. Sector: Financial Services • Sub sector: Capital Markets • Business Priority: i. Driving Client Engagement ii. Digitising Trade Operations iii. Focus on Regulatory Compliance 25 ©2018 / All rights reserved
28. Find out more about GrowthEnabler Research Methodology ©2018 / All rights reserved
29. INTRODUCTION GrowthEnabler uses its proprietary research methodologies to analyse the business impact of disruptive technologies and digital innovations on the future growth of large corporations and their industries. GrowthEnabler applies its deep-data analysis tools, scoring logic and algorithms to create intelligence that enables senior executives to make informed business growth decisions. The GrowthEnabler Personalised Intelligence Interface (Pii) is an interactive platform that provides corporates the ability to Find, Select, Connect and Manage global Startups based on their business priorities and problems. 1. MARKET ANALYSIS To create and report leading technology-related market trends and industry analysis with a focus on industry sub-sectors, real-life implementations, industry and market landscapes and competitor dynamics, GrowthEnabler analyses large sets of data and information aggregated from various private and public sources, including online databases, market reports, online surveys, journals, and in-depth phone interviews. To further enrich the e cacy of analysis, GrowthEnabler undertakes formal and informal interviews and RFI’s and surveys with key decision makers and executives in corporates, as well as founders and owners of Startups. Following this exercise, large volumes of data is categorised and curated, based on, industry and market drivers, risks, opportunities and challenges specific to an industry vertical or technology area, and then injected into a pre-configured regression model to forecast and predict market movements and trends. 2. STARTUP TECHNOLOGY LANDSCAPE & ANALYSIS The Startup eco-system is built using an exhaustive primary and secondary research analysis model, led by dedicated team of tech analysts and subject matter experts (SMEs), who also use Machine Learning and Natural Language Processing (NLP) technologies for data mining and curation. Primary Research – The Primary research data is sourced directly from GrowthEnabler Market Surveys, RFI’s with Startups, One-on-One Interviews, Calls and Product briefings, including Startup and Client Registration Information available on the GrowthEnabler Pii platform. Secondary Research – A team of Machine Learning and NLP experts scan thousands of private and public data sources using data scraping and crawling methods to extract relevant secondary data, which is then validated and verified using GrowthEnabler automated data-cleansing methods,industry and technology segmentation taxonomies and mapping protocols and core intelligence from pre-populated Startup profiles and reviews. Analyst Validation – A team of Analysts and Subject Matter Experts validate both the primary and secondary data while using internal peer reviews to substantiate core assumptions and data points, and external discussions with senior decision makers to assess business relevancy, timing and need. The major sources of Secondary research are: i. Global Startup websites ii. Data aggregators iii. VC and Investor portfolios iv. News Feeds v. Industry reports vi. Regional Company registration websites vii. Social Sources (Social Sites, Blogs, Articles, Media sites) A total of 57 data-points and parameters are applied in analysing and predicting the growth potential and health of a Startup, including: i. Company information ii. Leadership Team iii. Business Model iv. Financial Strength/Funding/acquisition data v. Product Innovation - patent data and core features and functions analysis vi. Customer value & sentiments vii. Social Media and Branding coverage viii. Business Traction and progress Out of the total 57, 30 parameters are classified under 5 broad categories used to calculate the GE Pii Score. i. Product & Innovation ii. Leadership Team iii. Market Traction iv. Financial Strength v. Social media and Branding GrowthEnabler Research Methodology Proprietary Research 27 ©2018 / All rights reserved
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