Case Study Venture Portfolio Tracking and Competitive Intelligence

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Case Study Venture Portfolio Tracking and
Competitive Intelligence

• Sam Knox - Director of Analyst Services
• Christopher Cho - Consulting Analyst

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Presentation Overview

• Inxight Software - Who are we?
• Inxight Competitive Intelligence Portal (CIP) -
  What is it?
• Inxight CIP - How is it used?
• Case Study - Venture Capital Portfolio Tracking
  and Competitive Intelligence
• Inxight CIP - Other applications

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Inxight - Who are we?

• Inxight Software develops knowledge management
  software products...
• Visual navigation
• Information access
• Content analysis
• used by leading software, electronic publishers
  and enterprise clients
• Computer Associates, Dow Jones Company,
  Hewlett-Packard, SAP, and Reuters

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Inxight Software Products
Inxight Hyperbolic Tree

• Visual navigation technology that displays
  complex hierarchies and makes searches more
  productive

Inxight ThingFinder

• Powerful text analysis software that identifies,
  tags, and indexes entities within unstructured
  text

Inxight Categorizer

• Advanced knowledge management engine that
  automates the process of categorizing documents
  to a taxonomy of subject categories

Inxight Summary Server

• Technology that generates real-time document
  abstracts to speed up searches for relevant
  information

Inxight LinguistX

• High-performance suite of natural language
  software that enables word analysis, phrase
  analysis, and language identification

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Inxight Competitive Intelligence Portal

• Inxight CIP leverages visual navigation and text
  analysis technologies to deliver strategic
  information via function-specific portals

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Users and Information Needs

• Inxight CIP is used by front-office staff to
  solve core information problems

Junior/Support Staff

Investor Public Relations
Product Management
Business Development
Sales
Marketing

• Understand competitive offerings
• Find inputs for company offerings

• Monitor media presence
• Understand competitive positioning

• Understand who is working with whom
• Find and research opportunities for collaboration

• Monitor media presence

• Prospect for OEM opportunities
• Prepare for sales calls

Senior Staff/Management
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Inxight Solution Delivery
Research Services
Integration Services
Interviews with end users
Platform customization
Taxonomy development
Document repository integration
Training set and entity index development
UI customization
Content sourcing
Testing and QA
Software Products
Portal Platform
Inxight Categorizer
Inxight Hyperbolic Tree
Inxight Summary Server
Inxight Thing Finder

• kNN categorization for business topics
• Suggests model updates

• Entity extraction of noun phrases for companies
  and people

• Document summaries in rollover or inline format

• Graphical display of model relationships

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Major Portal Components

• Entities
• Companies
• Sectors
• Portfolios
• People
• Market segments
• Products

• Relationships
• Ownership
• Customers
• Partners
• Executive mgt, board svc, etc.

• Industry Overview
• Companies, by segment

• Company Views
• Products, by segment
• Competitors, by segment
• Customers, by vertical
• Investors
• Investments , by vertical

• Sources/Types
• Trade press
• Press releases
• Market research
• Brokerage reports
• Internal docs

• Topics
• Mergers Acquisitions
• Financing Activity
• Company Performance
• Relationships Alliances
• Customers Deals
• Products and Reviews
• People and Positions

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How the CIP works
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CIP Architecture
FTP
Web Crawler
Verify/modify and commit to database
Model
www.com
External docs
Relationships among entities and market
participants
Spidering of websites
Document Processing
Model Mgmt

• Text analysis
• Categorizer
• Summarizer
• ThingFinder
• Indexing
• Loading

Extracts new view of model
Right click query for relationship
Content/ Metadata repository and Indexes
Views
Hyperbolic Tree
Double Click query for content
Update model button analyze/build relationship
statement(s)
Content View
Aggregate View
Table Lens
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How is it used?

• An example of the Inxight CIPs use in solving
  real-world problems
• Case Study - DB eVentures

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Portfolio Management Problems
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Data Model Entities and Relationships
Extended research on portfolio companies, their
people, relationships and investments
Portfolio Companies
Investor affiliation
Market segment
Customers
Alliance partners
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DB Prototype Taxonomies
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DB eVentures Prototype

• See CIP demo

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Key Strengths of Inxight CIP
Focus

• Customized application for solving core business
  problems
• Next generation browse and search user interface

Taxonomy Strategy

• Taxonomy designed and populated with client
  business needs in mind
• Consultative process that generates several
  taxonomies to meet client needs
• Focus on the application, not on groups of content

Technology Strategy

• Combine linguistics and visualization software
• kNN Categorization for soft topics
• Entity extraction for people, companies, and
  products to identify and update
• Hyperbolic tree for model views and visualization

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Inxight CIP - Other Applications

• The Inxight CIP can be customized to monitor and
  analyze various markets and relationships
• Portfolio Companies
• Competitors
• Entities include companies, product lines,
  models
• Supply Chain Partners
• Customers

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Inxight Software - www.inxight.com