The Investment Opportunity
Enabling Innovation: Technologies like cybersecurity, AI, and FinTech are enablers of innovation and other evolutions of technology. New markets, platforms, commerce, and more need these technologies to thrive.
Disruptive: We find that often new technologies in cybersecurity, AI, and FinTech are disruptive. They break old models and generate new ones, which in turn creates opportunities for growth with the potential for tremendous value for investors.
Compelling Solutions: New innovations in cybersecurity, AI and FinTech are usually compelling relative to other technology innovations. Their obvious benefits allow these innovators to find customers and acquirers more easily than companies that are just building marginal improvements into technology.