Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

ist der Thread eigentlich bei Softbank verlingt???  

verlinKt  

zwar spiegeln die 78,19% die Entwicklung bei Actua wieder, während Softbamk in dem betrachteten Zeitraum um 89,92% gestiegen ist.  

Businesses are still
spending more than 90%
of their IT budgets on legacy,
on-premise apps.*

But not for much longer.

The cloud has revolutionized
the way businesses operate:
› Powering innovation
› Shifting focus from IT
to key lines of business
› Compressing time-to-market

These things are vital
to every business.

And the opportunity is huge:
Smart companies are leveraging
the cloud to speed innovation
and gain competitive advantage.

Quelle: #6175
 

Lebenthal Wealth Advisors Selects FolioDynamix for Turnkey Asset Management Platform

NEW YORK, NY – December 15, 2014 – FolioDynamix, a leading provider of web-based technology, content and advisory services for managing the full investment and wealth advisory lifecycle, today announced that Lebenthal Wealth Advisors, the wealth advisory arm of Lebenthal Holdings, has selected FolioDynamix to serve as its turnkey asset management platform (TAMP). FolioDynamix will provide a comprehensive wealth management technology platform, unified managed account (UMA) and mutual fund wrap (MFW) programs, and full-service overlay management for Lebenthal Wealth Advisors nationwide.

“In keeping Lebenthal’s long-standing company history, Lebenthal Wealth Advisors places client service as our number one priority,” stated Andrew Grillo, president and COO for Lebenthal Wealth Advisors. “We want to ensure our clients get access to institutional-quality investment programs while maintaining our focus on building and maintaining strong client relationships. In evaluating TAMP options, FolioDynamix offered the right combination of flexibility, services and next-generation wealth management technology we need to achieve our growth and quality objectives. We are excited to deploy an open architecture program that is fully-integrated at all stages of the portfolio lifecycle and deliver a seamless and customized experience to each of our clients.”
 

The first-wave, horizontal
SaaS market is well established
and growing.

Today, the action is expanding
to highly-specialized vertical
cloud services that attack
industry-specific problems.

These new kinds of SaaS
businesses have a narrow
focus for a distinct market
or discipline.

They fill clearly defined gaps
in unique markets.

These aren’t pure IT plays:
they’re driven by line of
business executives who
own the pain.

They already know that the
cloud means agility and speed.
Now they need it applied to
their world.

That’s where enterprise IT
investment is happening.

Source: http://www.actua.com/wp-content/uploads/2014/10/...nifesto-FINAL2.pdf
 

In vertical SaaS, category
leadership is still up for grabs.

But the barriers to entry
are high.

The winners will be the cloud
players that:
› Truly understand the industry
they’re serving
› Use their profound domain
expertise to solve special,
industry-specific pain points

Retain the customers
they win the hard way –
by consistently delivering
measurable value

These are the SaaS players
who will conquer these
exciting new markets.

Source: actua.Manifest
 

GovDelivery Acquires NuCivic to Bring Proven Open Source Solutions to Government
December 17th, 2014

ST. PAUL, Minn., December 17, 2014 — GovDelivery, the leading cloud-based digital communication solution for government, has acquired NuCivic, the award-winning company with open source and cloud-based solutions built on Drupal for government, the companies announced today. Financial terms were not disclosed.

Drupal is widely-adopted by international, federal, state and local governments, including many GovDelivery clients. NuCivic’s Drupal-based product and integration expertise will allow GovDelivery to expand its services to meet broader needs of government innovators. NuCivic clients and the Drupal community within government will benefit from accelerated investment in building and enhancing productized solutions purpose built for government on the Drupal platform.

NuCivic will maintain its brand and leadership moving forward as part of GovDelivery. The NuCivic team will continue to grow working under the leadership of NuCivic’s co-founders, Andrew Hoppin and Sheldon Rampton, who have championed the use of Drupal as a technology platform across government
 

man logischerweise bei Acuta nachlesen:

actual.com  

actua.com
 

Ein Riesenunternehmen ist das sicher nicht, aber besser als nichts:

https://www.linkedin.com/company/new-amsterdam-ideas  

Amazon Web Services Announces Eight Winners of the Global City on a Cloud Innovation Challenge

Amazon Web Services, Inc. (AWS), an Amazon.com company (NASDAQ: AMZN), today announced the winners of the first City on a Cloud Innovation Challenge. The New York City Department of Transportation, City of Asheville, London City Airport, and the City and County of San Francisco Planning Department were each awarded $50,000 in AWS credits, and application developers Azavea, Neptune Technology Group, NuCivic, and Str LLC were each awarded $25,000 in AWS credits. The eight winners were selected by AWS and a panel of worldwide experts based on the impact of their solution, likelihood of long-term success, implementation of AWS services, and the potential to help other local governments solve similar challenges. To learn more about how public sector customers are using AWS and the AWS GovCloud (US) Region, visit http://aws.amazon.com/publicsector/.
 

Great things happen when a vertical cloud offering gets adopted by an industry:

› True communities form –
bringing together participants
that share business
interests, data, processes
and relationships

› Knowledge is pooled –
aggregating data to streamline
and accelerate value chains

› Network effects kick in –
igniting powerful forces
that transform industries

The new specialized SaaS leaders will be the ones who best create and serve these communities of value.


Quelle: siehe 6175 (fort zum Durchklicken)  

bekommen und ich hoffe, dass man zu den Tiefstkursen wenigstens einige aus dem Markt genommen hat, denn die Kasse ist nach den getätigten Investitionen nach meinen Schätzungen "nur" noch mit ca. 90 Millionen bestückt.  

- As every business discovers
the power of data, the best
SaaS players will be the ones
that help harness that power.

- Data integration breaks down
the silos within a business,
generating insight where it
is needed most.

- And aggregated, industry
data adds a whole new
layer of domain knowledge
and potential customer
value creation.

The data-powered vertical cloud company will win a serious share of enterprise IT budgets.

Source: Acuta-Manifesto (weiter oben Adresse zum Durchklicken)  

• We power government communications via email, social media, text messaging, and phone

• We send billions of communications every quarter

• Our technologies are used in more than 15 countries and in 12 languages

• There are over 70 million unique users that receive communications from our solutions

• Our solutions are 100% cloud-based

• We have more than 1,000 public sector customers at the international, national, regional and local level, including some of the most well-known government institutions on the planet

• We have around 125 employees

• We are stable, thriving and have been in business for more than a decade

• We have offices in St Paul, Minnesota, Washington D.C and in the United Kingdom

• We are one of “the top 10 coolest companies to work for in Minneapolis”

Source: govdelivery.com
 

http://www.actua.com/spotlight-actua-company-govdelivery/  

http://www.twincities.com/technology/ci_27155936/...loper-acquisition  

http://www.foliodynamix.com/company/careers/  

http://www.glassdoor.com/Reviews/MSDSonline-Reviews-E246683.htm  

http://www.actua.com/wp-content/uploads/2014/09/...-INVESTOR-CONF.pdf  

We look for low market penetration. Less than 10%, I think, is the norm. And growing complexity in the overall market, which, as complexity increases, the ability to do things the old way really lessens, and the need to look for new solutions increases.
From a business model standpoint, we think these are very, very attractive business models for a number of reasons. As I mentioned earlier, they're capital efficient, much more capital efficient than the horizontal opportunities. You know your market. BOLT understands that 1,000 insurance carriers in their market and their top 200. They can identify and go after them. MSDS understands the 500,000 prospects in North America, so you can be much more targeted and focused in your branding, your positioning, and your lead generation activities.
We talked about the competitive moats. Obviously strong ROI to your customer, and you're deeply integrated as a result of providing the solution to your customers. The net result is high retention rate, north of 95% on a dollar basis and, in some cases, north of 100%. And, as we talked about before, they're very attractive from a financial perspective.

.Source: ACTUA-INVESTOR-CONFERENCE
 

These business models should have recurring revenue rates of over 85%. As you can see, we're 87% year-to-date. Retention rates are north of 95%. Gross margins north of 70%, by and large. Two years ago, Actua, we were in the mid 60%. But as our business models have matured, you can now see we're 73%, and we're spending a fair amount of money today on sales and marketing. We think that's the right area to invest.

Source: ACTUA-INVESTOR-CONFERENCE  

"We think that's the right area to invest."  

Finally, market expansion, and we look at that in a number of
ways, but I think the easiest way to think about it is really taking
these platforms and brands and expanding them into adjacent
markets through tuck-in acquisitions. MSDS recently did an
acquisition of KMI Solutions, which really brought MSDS and the
MDSD platform into the incident management and reporting area,
a very good-sized market, so it expands the total addressable
market for MSDS. There are cross-sell opportunities and a lot of leverage. Then GovDelivery bought GovLoop. BOLT bought
Superior Access, and I think it's a great way to expand the overall
footprint of the business and brand and increase market share.


Quelle: siehe #6196