Altio Research
AltioTake (19-26 Nov.)
Each week, we review the press, highlighting and responding to interesting and relevant articles in the news. This week, we cover: COVID-19 vaccines; SpaceX launch; Cashless Payment; Microsoft Teams; EdTech
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Is Value Investing Losing Value?
In this article, we go over the basics of traditional value investing, critique assumptions about value in light of disruption, and offer a holistic new solution to appropriately apply the tenets of value investing to the dynamic tech sector.
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AltioTake (12-18 Nov.)
Each week, we review the press, highlighting and responding to interesting and relevant articles in the news. This week, we cover: Moolec Molecular Farming; London Hub of Impact Tech; Klain's appointment as Chief of Staff; Africa-Based Tech Investment; Electric Ford
Read MoreHow to get rich with tech (but not die trying)
So you want to join the 21st century by investing in technology, but you don’t know where to begin? The last few decades centred on real estate, and many of us, or our parents, have benefitted from this by buying a first home, maybe even a second one. But how do we translate this success into investing in technology? Can we employ real estate investment strategies to that of tech? At Altio, we think so. Instead of buying a home, it is time to buy property in technology . . .
Read MoreAltioTake (26-30 Oct.)
Each week, we review the press, highlighting and responding to interesting and relevant articles in the news. This week, we cover: Emerging tech ecosystems; electric vehicles; NimbleFin startup rankings; real-estate disruption; freelance working
Read MoreAltioTake (17-19 Oct.)
Each week, we review the press, highlighting and responding to interesting and relevant articles in the news. This week, we cover: Apple's ARM chip; Google's Journalist Studio; China regulates tech; Alibaba acquires Sun Art Retail; Renault wants to be Ferrari
Read MoreHow to invest as a small VC or business angel
The Venture Capital (VC) firm Accel has shown the world how to monetise 7.5bn USD worth of tech firms in 3 months following the successful IPOs of Slack, Crowdstrike and PagerDuty. Andreessen Horowitz (Slack, PagerDuty, Pintrest, Lyft) and Bessemer (PagerDuty, Pinterest) have also done similarly well in this stream of tech IPOs. More and more funds are following the Series B through to IPO route . . .
Read MoreAre we obsessed by growth through the networking effect?
Raising cash to pursue the networking effect — growth at a rate that allows you to dominate your space — is one of the core investment thesis behind technology. But balancing goals is also important and a single-minded focus on this should not blind us from another core priority: excellent product.Excellent product combined with reasonable sales investments based on pre-set KPIs will allow you to navigate unpredictable ground and is likely to substantially increase your chances of success and reach the desired networking effect . . .
Read MoreWhy is SaaS business a good match to venture debt?
Venture debt is useful for companies who are still in the cash burn phase (negative cash flows) or lack the collateral required to access traditional debt. This is very relevant to the SaaS business model since development costs are usually high before the first minimum viable product is created. After that there are additional costs to acquire customers, and it generally takes a while before a company starts to generate revenue . . .
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Venture Debt - A tool for financing a growing business
Venture debt is a useful tool for startups and growing companies who are still in the cash burn phase (negative cash flows) or lack the collateral required to access traditional debt. This means venture debt is available earlier than traditional debt in your capital structure, usually whilst your business is younger and in the steepest part of its growth . . .
Read MoreWhy does it take so long to raise Venture Capital to finance a good SaaS business?
We know that the time taken to raise financing can run into the hundreds of hours. Here we go over three of the reasons why this can be the case (slower growth, threat of competition, complicated model or product) and some points to consider to make the process more efficient . . .
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