Asset Manager Investing in Global Technology Sector

We're an asset manager allocating 100% of our capital into public companies and cryptocurrency assets driving disruptive innovation globally. We serve as a family office of an Asia-based HNW family whose key members have made their fortune in the technology industry and are believers in technology as the key enabler of disruptive innovation. We seek to continue the family's legacy in creating and preserving wealth through technology investing.

Our small investment team is made up of diverse professionals who researches, identifies, and executes relevant opportunities. While we are not accepting outside clients and investors at the moment, we occasionally share some of our internal investment memos, market commentaries, and analysis here.

Friday, July 3, 2020

Q2.2020 - Sprout Social: Owning The Social Media CRM Space

  • Social Sprout has a deep moat in the social media management space, effectively deterring even the well-resourced competitors.
  • It has not only fast-growing but also high-quality revenue. 99% of revenue is subscription-based, with 41% organic growth.
  • Growth will slow down to ~25% this year. However, we think that the continuing investment in go-to-market will reaccelerate growth beyond 2020.

In our view, Sprout Social (SPT) presents an interesting investment opportunity due to its deep moat in the social media management space. Alternatively, we also view Sprout Social as a social media CRM (Customer Relationship Management) play. Founded in 2011, the company has expanded its offering and acquired a strong brand reputation globally over time. In this first coverage, we take a closer look at Sprout Social’s competitive positioning and revenue model, in conjunction with its go-to-market.

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