Understand the Sector Ecosystem

Research is at the core of what we do. Our unique, research-based approach to investing sets us apart from our peers by allowing us to recognize market trends earlier than most. An important component of our strategy is our depth of knowledge in certain key sectors.


Provider Perspectives

By Kapil Desai and Sidney Kanell

New regulations, rising costs and the consumerization of healthcare are fueling innovation in HCIT. Check out our report to learn how we see the provider solution landscape evolving.


DevOps Ecosystem: Application Testing

By Kyle Howard-Johnson

“Move fast and *don’t* break things. Application testing remains one of the biggest bottlenecks to getting new functionality in the hands of users with the desired velocity and quality, and where there is a challenge, we believe there tends to be opportunity as well.

Real Estate Tech

Opportunities in PropTech

By Sidney Kanell and Kapil Desai

Real estate is the largest asset class in the world and its archaic systems and processes present opportunities for disruption across the ecosystem. Today’s catalysts, which include a macro digital shift, the arrival of 5G, and COVID’s lasting impact on how we live and work, position PropTech for accelerated growth.