Timely access to comprehensive data and information is critical in nearly all enterprise environments. SGE focuses on companies that source, process, and purvey information in a cost-effective manner. SIG relies on the integrity and accessibility of multiple information sources, and SGE’s portfolio companies benefit from this unique insight into new delivery models and analytics.
Investment themes
- Industry cost pressures: Economic dislocation of certain industries is serving as a catalyst for new information services leadership, particularly in financial services.
- Market fragmentation: Incumbent pricing power is diminishing as smaller competitive entrants develop more cost-effective ways to source and deliver information.
- Shifting revenue models: Many services are moving away from sponsored or advertiser-supported offerings in favor of subscription or transaction-based services.
- High-frequency delivery: Automated data mining and electronic forms of distribution are enabling on-demand resources updated in real-time, displacing periodic information providers.
- Quantitative outputs: Corporate consumers are increasingly leaning towards raw, structured data with quantitative output and away from interpreted information for decisioning needs.
- Adaptation of new data sources: The electronification of transactions and communication is opening new opportunities for data collection and tracking. User-generated content is also becoming a more acceptable source of reliable information.