Investor
Readiness: A practical guide for companies seeking venture capital
funding
A
practical guide to the venture capital perspective, for entrepreneurs
in early stage companies. This guide helps management think
through the different elements that must be orchestrated to increase
the likelihood of raising capital and building long term success (pdf)
Understanding
India: Technology, Innovation and Capital
Sep 05
India is currently generating
high levels of interest and expectation in the worlds of business,
technology and investment. So, what is the reality on the
ground? Does India provide the right environment for companies
to be succesful? Will it emerge as a leading industrialised
power and a driver of technology innovation? (more)
Mobile
Advertising
Jul 05
Over two months, Jay looked
at how the advertising industry is evolving in response to the
emergence of internet and mobile media. This study for a
leading telecoms player covered the fragmentation of audiences,
the growing importance of media buying, the emergence of new players
in the value chain, likely developments, and innovative experiments
in mobile advertising. This report is not publicly available.
Singapore:
The Role of Government in Promoting IT and Biotech
Apr
02
Singapore's well planned
economy has emerged to become one of Asia's most successful models
for economic development and quality of life. The government is
now taking ambitious steps to promote IT and biotechnology. But
in a rapidly changing global context, how appropriate is a planned
economy, and how effective can the measures be? (more)
UK
Centres of Innovation and Opportunity Nov
01
Over three months, Jay
Marathe visited UK university and corporate labs with strong research
and a track record of spinning out commercially succesful start-ups.
Here, he analysed best practices and built ongoing relationships
on behalf of the ventures arm of one of Europe's largest media
companies. This report is not publicly available.
Digital
Video Recorders & The Connected Home
Jun
01
Digital Video Recorders
(DVR) are set to transform the way we consume television, with
impacts for broadcasters, viewers and advertisers. Could they
also form the foundation for the connected home? These slides
accompanied Jay's talks at industry conferences (with thanks to
Jerel Whittingham) (slides)
So,
what have we learned ?
Apr
01
It is clear that in recent
years we have seen a tremendous boom and bust in investor appetite
for internet related stocks.
The market is now seeing a
shift from venture capitalists to established corporations as
key source of funding. In fact, coporate venturing by established
companies is resulting in some of the most interesting, well thought
out and robust new businesses in the current market
(more)
Impacts
of digital distribution on the music industry
Jan
01
The music industry is going
through a tremendous cycle of discovery and change as digital
distribution raises fundamental issues about its future. In this
paper, Jay Marathe examines the impacts of digital distribution
on the music value chain, and considers the implications for consumers.
(more)
The
broadband content fallacy
Nov
00
Will
the internet be radical enough to change the very nature of the
entertainment we consume? (more)
Are
there opportunities for start-ups in digital music?
Sep
00
During
the heady days of 1998/99, numerous music start-ups were created
to capitalise on the perceived opportunity to offer digital downloads.
It now appears that many of these have made slow progress and
are having difficulty in raising money. So, will digital music
happen? (more)
Digital
music comes of age
Aug
00
Judge
Patel has made an interim ruling that Napster should prevent users
from accessing copyright material through its index of digital
music. Will this help digital music to come of age? (more)
The
end of the internet?
Mar
00
While
the stock markets may have seen significant short term ups and
downs, Durlacher's investment philosophy is unequivocally focussed
on long term growth opportunities in early stage companies (more)
Can
the UK be the world's leading e-commerce environment?
Feb
00
So,
Tony Blair has declared that the UK should be the world's best
e-trading environment by 2002, and we now have an e-minister (looking
at Britain's e-commerce policy) and an e-envoy (championing e-business
within government). But are the components in place for that goal
to be achieved? (more)
AOL-Time
Warner: implications for Europe
Jan
00
What
are the implications of AOL Time Warner merger announcement for
Europe? In the United States, the primary convergence play centres
around broadband connectivity. In Europe, the development of mainstream
broadband networks is slightly further away. The immediate convergence
opportunity here surrounds mobile data.(more)
Signs
of trouble in the technology start-up market
Dec
00
Positive sentiment means
a soaring IPO environment and more success stories to fuel money
into the tech sector. While this is a good thing, we see a trend
that is sounding alarm bells. The quality of business plans is
declining and band-wagon jumping has reached endemic levels. The
inevitable failure of many current internet start-ups and a loss
of investor confidence in the sector could seriously undermine
the UK internet. (more)
Creating
Community Online
Nov 99
In this
article we argue that communities are not simply a 'nice to have'
adjunct for a web-based business, but that their creation is central
to a sustainable business model. Community will become an
increasingly important part of second-generation internet services,
and will be more tightly integrated with the content and commerce
elements of a site. This article examines what comprises
online community, explains why a siteshould develop online community,
and examines how communities may be developed. (more)
Online
Trading in the UK
Mar
99
There
is fierce competition in the UK online trading market. Set this
against a backdrop of fierce price competition that is bringing
commissions to the £5-£10 range, and you have a picture
of margins that are not just razor thin, but perhaps non existent!
So, why the hullabaloo as online trading firms fight for these
scraps? The answer lies in adopting a different view of the customer. (more)
Internet
Portals
Jan
99
The growth
in the concept of the portal site was one of the internet phenomena
of the past year. In addition to the major search engines, a growing
number of smaller special interest sites have been expanding their
content and providing peripheral services in order to become portals.
During 1999 we believe you will see increased customisation and
personalisation of portal sites, and beyond, we see the portal
extending outside the browser to provide information to a wider
variety of client applications and devices. (more) |