The "research inside" top companies and investment managers.
We focus on longer-term technology investment ideas that are being driven by thematic and disruptive changes already underway: including 3D computing, the cloud, mobile Internet, visual computing, social networking, the real-time web, the connected car and digital power. We see these in the context of a 20 year mega-trend we call RealVR.
Our staff has decades of experience, an extensive network, and research tools to provide ongoing research, technology, business and investment analysis as well as specific advisory services to companies and investment firms.
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We are the "research inside" for some of our research partners like Aberdeen Asset Management, GigaOM Pro, SharesPost and IPO Candy. If you are a user of FactSet, CapitalIQ or TheMarkets.com you can find our research there as well.
We provide products and services for technology companies (research, business development, market intelligence and investment positioning) and institutional investors (thematic investments, company analysis, and our model portfolio.)