TVM Capital’s Technology Team is comprised of experienced and versatile executives who have the appropriate technological and business expertise to understand the complex needs of founders and entrepreneurs who start or run companies based on disruptive technology or business concepts. We invest in companies which are shaping the future in very attractive markets. The team includes partners with deep operating experience from the German Federal Ministry of Science and Technology (BMFT), and with companies like BEA Systems, Siemens and Agere.
TVM Capital’s Technology Team invests in promising businesses with a focus in information technology, communications and clean technology.
Specifically, the TVM Capital Technology Team possesses expertise that enables rapid innovation in the following sectors:
- Business software, Internet and technology-enabled business services, and vertical applications: There are fundamental challenges in this industry sector that can be addressed by a new generation of category-defining business software companies. The TVM Capital Technology Team believes a major transformation of the industry should: enable sophisticated business applications to be built faster, by smaller teams, and of better quality; incorporate interoperability and modularity; and, minimize implementation failures and allow for upward compatibility.
- Semiconductors and components: The TVM Capital Technology Practice has deep industry expertise and understands the industry challenges in this sector and believes there are great opportunities for startup companies that can leverage key design flow and architectural innovations to address the rapid product cycles and cost pressures associated with consumer electronics, the integration complexity in “system-on chip” designs, the rising costs and complexity of semiconductor design, and the continued pressure for miniaturization and cost reduction associated with device packaging.
- Wireless and telecommunications, IT infrastructure: TVM Capital Technology believes the introduction of ‘triple play’ services (voice, data, and video) over networks, the entrance of new but established companies into the service business, increasing bandwidth consumption associated with content rich media, delivery cost reductions enabled by new infrastructure, and enhancements to handset functionality offers ample opportunity for innovation in this sector.
- Media content and distribution: Broadband and consumer-friendly digital media are driving widespread use of both corporate and consumer content. We believe this sector requires business services, professional media content creation enablers and management tool innovation.
- Environmental technologies: TVM Capital Technology is convinced their ‘cleantech’ expertise resides not in the over-hyped sub segments, but instead in areas of true global significance including key components in the renewable energy generation, storage and management; distributed water and waste treatment; and, hardware and software technologies that improve energy efficiency.
The TVM Capital Technology Practice has successfully invested in these emerging markets consistently for more than 20 years, developing a deep understanding of the rapidly evolving markets and combining that knowledge with the right business expertise to help portfolio companies navigate the proper course.
The TVM Capital Technology Team will continue to invest in all stages of the product life cycle from its earliest stages like material and design innovation through late stage opportunities brought about by business model and execution innovation.