Due Diligence for Investors
- Conducted several due diligence studies of software startups for potential investors and for large firms looking to acquire their technology. We examine technical, market and financial issues.
- Helped software patent owners evaluate the validity and value of their assets.
- Helped a major media company strategize about spinning off some of its software assets.
- In the last few years, we’ve worked with startups with wide-ranging software products:
profiling/personalization, internet polling, HR automation, financial modeling, P2P infrastructure, text categorization and retrieval, knowledge management, legal/compliance, embedded Java, AppServer, bar codes, CRM, e-book publishing, and rule systems.
- We’ve been responsible for a wide range of work too: extracting a business plan out of the head of a technical visionary, preparing PowerPoint presentations, planning and facilitating key meetings, analyzing the
competition to help position the product, etc.
- Helped a newly-merged J2EE AppServer and AppDev tools company understand their rapidly evolving situation and strategize about platform and product positioning. We undertook a 30-day analysis of the AppServer
market at its point of inflection in Fall 2000. So far, we were dead-on about the nature of the subsequent consolidation and about platform strategy generally.
- Analyzed competitors’ marketing strategies in Asia, South America and Europe for a leading database software publisher, helping them plan a total reorganization of their international sales and marketing
- Helped an international systems integrator design and sell a new offering in the area of customer relationship management, including the value proposition, competitive analysis, positioning, marketing
collateral, industry analyst briefings, vendor partner selection, and sales force training.
- Helped a mid-sized call-center software publisher develop a three-tiered marketing strategy, form alliances with appropriate product and services vendors, and train and support channel partners’ sales and
- Conducted a one-year study for the government of South Korea proposing policy ideas to promote software entrepreneurism based on a study of the US, Japan, India, Israel, and Ireland.
- Helped a large computer hardware firm located thousands of miles away develop a strategy for monitoring and analyzing events in Silicon Valley and incorporating trends and new ideas into their numerous product
and services strategies.
- Participated in IT workforce studies sponsored by the National Science Foundation and the National Research Council. We’ve written several articles on the causes and ramifications of the shortage of talented
- Consulted with a west-coast government laboratory about IT staffing issues: recruiting and retention strategies, reorganization of software development groups, and overall awareness of the increasingly important
role of software in the R&D environment.
- Conducted a study for the Council on Foreign Relations of the globalization of the software industry and on the national strategies of other countries in the process of developing a domestic software industry.
- Helped several startups with text categorization, analytics, search, and collaboration technologies understand the space and the nature of enterprise KM needs.
- Helped a major manufacturer design a system that allowed end-users to specify the risks associated with the loss or compromise of the on-line assets they were responsible for, to feed into a corporate asset
- Facilitated a 2-day executive meeting for a small call-center outsourcing firm to help them understand the potential role of knowledge management in their business and the pros and cons of the various
- Participated in a knowledge management strategy session for an international manufacturing firm.
- Developed a technology strategy and methodology for acquiring and encoding the structure of plan and policy knowledge for a startup company in the HR benefits and policies area.
- Developed a communications skills course (listening, interviewing, knowledge diagramming) for a major Hartford insurance company to address long-standing problems in systems requirements analysis. Eventually,
the company’s training department delivered this 2-day course to over 400 systems analysts and business managers (5 of each at a time).