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Proprietary Investment in Technology Services & Product
Companies |
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Our investment thesis is that
there are many quality unlisted technology product and services
companies which have robust businesses but don't attract the
attention of large investment banks and brokerage houses. As a
result, they are frequently not covered by the media or
securities analysts and consequently are relatively unattractive
investment candidates for most institutional investors |
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We routinely make valuation
judgments that hinge on a keen understanding of the viability of
a company's business model, the competitive environment for the
company's future products, and the quality of a company's
intellectual property. Our active presence in the technology
market enhances our ability to identify promising small- and
micro-cap companies for investment |
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We invest exclusively in the
technology sector |
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We look especially for early to
mid-stage investments that will benefit significantly from our
active, value-added approach. We may buy anywhere from 1%-51%
and we will exercise our veto on the board by virtue of our
ownership. However, we DO NOT take over operational control
though we may have a say in making it professional using outside
managers. |
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Our goal is to work as partners
with pharmaceutical companies to enhance their market and
investor presence and get them access to global clients and
global “best practices” |
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Each potential investment is
evaluated on its individual merits. However, we focus above all
else on the quality and experience of the management team. The
candidate company's key managers should have a proven track
record; an exceptional ability to communicate the company's
story to employees, customers and investors; and a deep
commitment to creating value for shareholders. |
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Because we typically are an
active, value-added investor — ready, willing and able to do our
part in the company-building process — we look for management
teams with whom we can have a true partnership relationship.
Other qualities that we always look for: a strong proprietary
position; a large, clearly-defined market for the company's
products or services; and a realistic, timely exit strategy for
achieving liquidity for investors. |
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