Cambashi`s data and insights allow technology investors to make critical decisions and serve our investor clients by undertaking analysis of companies that are in the “sweet spot” of the firm’s investment strategy. Our database includes coverage of medium sized firms, which represents valuable, hard to get information.
Cambashi focuses on the high-growth software markets including the emerging Industrial IoT, Building Information Modelling (BIM) and CAE/Simulation segments. Cambashi is historically known for its consistent, global, numbers-based market sets – ‘Observatories’ – using a methodology that has allowed the firm to successfully support global clients.
How we work with technology investors
Market intelligence for decisions and action
Support the pre-investment committee (IC) preparation stage, including research of industry trends and market position of firms as well as Provider analysis, and segmentation of markets etc.
Make decisions with confidence
We understand that investor teams do not want to spend hours trying to become a “temporary’ expert. It’s simply not a productive use of your time and talent
In-depth market insight – Cambashi’s analyst have long years of experience working in banking or equity research industry and providing analytical assessment
We are pleased to be able to provide “off-the-shelf” data extractions quickly
Technology Investor Service Deliverables
• Off-the-Shelf data
• Custom extractions
• Market share
• Qualitative assessments
• Vendor insight
• Thematic overview
• Sector performance
• Sector performance
• Individual player
• Vendor selection
• Industry selection
• Country selection
• Custom segmentation
• Competitive analysis
• Commercial appraisal
• Strategic M&A
• Score Card
• “Rising Star” analysis
• Competitive analysis
• Summary reports
Typical questions we answer
- What is the historical growth of the market and the projected growth over the next 5 years?
- Which sub-segments are growing faster than others?
- Who are the main competitors? Can you identify disruptive, new entrants?
- Can you help us identify companies that are well-positioned to benefit from industry trends and achieve above-market growth – particularly in the burgeoning BIM, CAE and Industrial IoT Space?
- For our commercial due diligence, we need to assess a company’s market position, historical performance and industry trends. How can you help?
- Can you help us evaluate a firm’s ability to achieve its forecast projections?
- Can you provide an assessment of segments in terms of actual users (licenses) as well as revenue?
Who we serve
Organisations including global investment banks, Tier 1 / Tier 2 PE firms, management consultancies and VC firms. If your team risks spending too much time finding the right content in the industrial software space – contact Cambashi.
We recognize that each client only wants to pay for what they specifically need from an external source, so access to Cambashi’s Investor Support Program varies in size, scope, and structure – often linked to a specific investment under consideration.
Flexible datasets can be extracted from Observatories according to your needs and budget.
• Low entry level
• Each unit – $1k
Credit Suisse hosted a webinar with Cambashi industrial IoT and Engineering Software market intelligence to discuss the competitive landscape and market trends in Industrial IoT. This follows a recent publication of Industry Paper by Cambashi on IIoT in conjunction with Credit Suisse. (Cambashi papers on IIoT, Webinar slides and detailed notes available on request). Credit … Continue reading Credit Suisse webinar synopsis – industrial IoT & Software market insights
In its recent public offering presentation, Bentley estimated, referencing Cambashi data sources, that the TAM for Infrastructure Engineering Software (currently $8.3B) could be as high as $29B, if the spend per seat on Engineering software (currently $369) were to match that of the Product Engineering industry (where it is $1,250). This shows how much more … Continue reading Bentley quoted Cambashi’s data in its Q3 2020 earnings presentation
Data from the BIM Employment Observatory shows that world-wide there are 8x the number of managers and skilled trades people compared with architects, engineers and technicians. This represents a significant opportunity not only for BIM software vendors but also for businesses looking for further efficiencies as part of digital transformation. The chart below highlights the … Continue reading BIM Employment : Number of People Working in a BIM-Related Profession