At The Investment Collective, we believe that certain markets may grow faster than the global economy.

Transportation, mobility & next generation automotive markets are all expected to look dramatically different withing the next 10-20 years.  Innovations include vehicle electrification, self-driving vehicles, the Internet-of-Things (IoT), real-time tracking, ride sharing and vehicle sharing or subscriptions.  These significant changes may provide an opportunity for new market entrants to earn a disproportionate share of industry returns if incumbents are slow to provide sufficient products and services or adapt their business models appropriately.

Medical delivery, defined as the supply of adequate healthcare services and testing to patients, will likely need to become more efficient and effective in order to serve a growing population.  According to United Nations estimates, global populations are expected to grow dramatically during this century from an estimate 7.55 billion people in 2017 to 8.55 billion in 2030 and 9.77 billion in 2050.

Additionally, the percentage of humans over 65 years of age is expected to climb from 8.3% in 2015 to 11.7% in 2030 and 15.8% in 2050.  Older patients tend to require more health services than younger patients.  Dramatic changes to the healthcare industry will be required to provide adequate services to older patients on a more crowded planet.

New market entrants with products that aid the efficiency of the healthcare market, particularly in healthcare delivery, have the potential to earn a disproportionate share of the market.

Information delivery had transformed the global economy over the last 30 years.  The adoption of personal computers and mobile devices has created an entire industry that has become a part of our everyday lives.  Companies like Apple, Amazon, Google, Facebook, and Twitter provide products and services that would seem like science fiction to 1970s economists.

Rapid advancements are likely to continue as both businesses and consumers collect, store, and process data and digital services in new ways.

New companies will find new ways to collect, process, store, and disseminate information from B-to-B, B-to-C, C-to-B, and C-to-C.

Smart cities and smart electrical grids will be required to deal with growing populations and changes to the sources and uses of energy.  Over a century ago, cities needed to adapt as cars replaced horses and electric lights replaced candlelight.  The next generation of changes may be even more dramatic.

New market entrants will need to navigate through changing consumer preferences, government policies & regulations, and incumbent pressures to provide enabling smart city and smart grid technologies.  Those that are successful may redefine how we think about utilities, energy generation & usage, pollution control, and climate preservation.

The Investment Collective is seeking investment opportunities with companies that meet certain criteria or targets, understanding that there will always be exceptions.

Generally, target companies must have:

  • Booked revenue
  • A strong management team with passion, industry experience and financial literacy
  • A reasonable path to success, including:
    • A deep understanding of the problem that they intend to solve
    • Knowledge of the existing and potential markets for their products and services
    • A business plan that demonstrates how their solution solves the problem for the market
    • A strong competitive analysis
    • A path to profit