Case Study – Venture Portfolio Tracking and Competitive Intelligence Sam Knox - Director of Analyst Services Christopher Cho - Consulting Analyst

Presentation Overview  Inxight Software - Who are we?  Inxight Competitive Intelligence Portal (CIP) - What is it?  Inxight CIP - How is it used? Case Study - Venture Capital Portfolio Tracking and Competitive Intelligence  Inxight CIP - Other applications

Inxight - Who are we?  Inxight Software develops knowledge management software products... Visual navigation Information access Content analysis  used by leading software, electronic publishers and enterprise clients Computer Associates, Dow Jones & Company, Hewlett-Packard, SAP, and Reuters

Inxight Software Products Inxight Hyperbolic Tree Inxight ThingFinder Inxight Categorizer Inxight Summary Server Inxight LinguistX Visual navigation technology that displays complex hierarchies and makes searches more productive Powerful text analysis software that identifies, tags, and indexes entities within unstructured text Advanced knowledge management engine that automates the process of categorizing documents to a taxonomy of subject categories Technology that generates real-time document abstracts to speed up searches for relevant information High-performance suite of natural language software that enables word analysis, phrase analysis, and language identification

Inxight Competitive Intelligence Portal  Inxight CIP leverages visual navigation and text analysis technologies to deliver strategic information via function-specific portals

Users and Information Needs  Inxight CIP is used by front-office staff to solve core information problems SalesMarketing Product Management Business Development Investor & Public Relations Senior Staff/ Management Junior/ Support Staff Prospect for OEM opportunities Prepare for sales calls Monitor media presence Understand competitive positioning Understand competitive offerings Find inputs for company offerings Understand who is working with whom Find and research opportunities for collaboration Monitor media presence

Inxight Solution Delivery Software Products Portal Platform Inxight Categorizer Inxight Hyperbolic Tree Inxight Summary Server Inxight Thing Finder Interviews with end users Taxonomy development Training set and entity index development Content sourcing Research Services Platform customization Document repository integration UI customization Testing and QA kNN categorization for business topics Suggests model updates Entity extraction of noun phrases for companies and people Document summaries in rollover or inline format Graphical display of model relationships Integration Services

Major Portal Components Industry Model Industry Views Content Entities: Companies Sectors Portfolios People Market segments Products Relationships: Ownership Customers Partners Executive mgt, board svc, etc. Industry Overview: Companies, by segment Company Views: Products, by segment Competitors, by segment Customers, by vertical Investors Investments, by vertical Sources/Types: Trade press Press releases Market research Brokerage reports Internal docs Topics: Mergers & Acquisitions Financing Activity Company Performance Relationships & Alliances Customers & Deals Products and Reviews People and Positions

How the CIP works Show Company A’s investors: Company Q Company S Company W Query / Results 1. Query the model Industry Views 2. Extract / switch views (Show competitors Show investors…) Content Repository Trade press Press releases Market research Brokerage reports Internal docs Node Content 3. Fetch content in context 4. Query the content repository 5. Review, Commit Model Updates Industry Model Ownership Partnerships Employment Companies Segments People Products

CIP Architecture Model Relationships among entities and market participants Text analysis: Categorizer Summarizer ThingFinder Indexing Loading Content/ Metadata repository and Indexes Views Model Mgmt Extracts new view of model Right click: query for relationship Document Processing Content View Verify/modify and commit to database External docs Aggregate View Table Lens Hyperbolic Tree Double Click: query for content Update model button: analyze/build relationship statement(s) Spidering of websites FTP Web Crawler

How is it used?  An example of the Inxight CIP’s use in solving real-world problems Case Study - DB eVentures

Portfolio Management Problems Portfolio Companies Monitor portfolio companies See relationships among companies Monitor investment sectors Prospective Investments Identify new investment targets Find opportunities for collaboration Other VCs Monitor competitors and their portfolios See relationships among companies, people, and VCs

Data Model Entities and Relationships People Executive positions Board seats Advisory boards DB affiliation Portfolio holdings Investors Portfolio Companies Investor affiliation Market segment Customers Alliance partners Extended research on portfolio companies, their people, relationships and investments

DB Prototype Taxonomies Company Taxonomy 17 vertical markets Business Services Communications Products Communications Services Construction Financial Services Insurance Internet and E-Commerce Manufacturing Media and Entertainment Medical, Healthcare and Biotech Power, Energy, and Utilities Public Real Estate Retail and Consumer Products and Services Software Technology Transportation Topical Taxonomy Mergers and Acquisitions Financing Relationships Company Performance Products Customers Operations People Other Topical areas of interest Relationship Taxonomy Customers Suppliers Development partners Got to market partners Who’s working with whom? People Taxonomy Decision makers across companies Executive positions Board seats Advisory boards DB eVentures affiliation

DB eVentures Prototype  See CIP demo

Key Strengths of Inxight CIP Focus Taxonomy Strategy Technology Strategy Customized application for solving core business problems Next generation browse and search user interface Taxonomy designed and populated with client business needs in mind Consultative process that generates several taxonomies to meet client needs Focus on the application, not on groups of content Combine linguistics and visualization software kNN Categorization for “soft topics” Entity extraction for people, companies, and products to identify and update Hyperbolic tree for model views and visualization

Inxight CIP - Other Applications  The Inxight CIP can be customized to monitor and analyze various markets and relationships Portfolio Companies Competitors –Entities include: companies, product lines, models Supply Chain Partners Customers

Inxight Software -