We are excited to announce the launch of our new investment fund Theo I based in Luxembourg, which marks our first foray into the world of ESG focused fund management. As a team, we have a proven track record of success in various investment areas, and we are thrilled to be able to offer our expertise to a broader range of investors through this new fund. Our aim is to provide our clients with access to a carefully selected and diversified portfolio of investments, with a focus on long-term growth and capital preservation. This new fund will provide investors with a unique opportunity to participate in our investment strategy and benefit from our experience and knowledge. We look forward to welcoming new investors and working with them to achieve their investment objectives in this area.

Previously considered mainly within the context of large technology platform companies, ecosystem business models are now being explored by organizations across industries to create more value and minimize capital-intensive internal processes. As we enter this “age of business ecosystems,” the companies that utilize business ecosystems models will be better positioned to drive innovation and capital efficiency to create customer value.We have explored the evolution of business ecosystem in previous articles, defining what business ecosystem means, why it matters and how organizations can create value through ecosystem integration. As more organizations explore and begin their journey towards business ecosystem value creation, it is essential that they are able to understand and identify the correct models to participate in or orchestrate themselves.

Discovering the seven ecosystem business model types Through our client interactions and research, we’ve observed, identified and utilized seven distinct ecosystem business models, each with distinct go-to-market, risk sharing and commercial characteristics. These models are explored below.

The symbiotic ecosystem business model

We refer to the ecosystem business model employed by most technology platform companies as the “symbiotic” model. We call this model symbiotic because the technology platform company is dominant as the orchestrator, all of the value creation is shaped around their core platform(s) and the majority of the ecosystem participant go-to-market motions tend to align to the technology platform company’s primary motions.

Let's take a company like SAP, a very successful provider of enterprise software platforms. Their annual revenues exceed $30b, but they have orchestrated a mature ecosystem that generates $150b for the participants. Microsoft, which is about five time the size of SAP, orchestrates an ecosystem that probably generates more than $1t in revenue for its participants.

We know that technology platform companies benefit from orchestrating a large ecosystem in 3 primary ways:We know that technology platform companies benefit from orchestrating a large ecosystem in three primary ways:

Platform enhancement through the availability of additional functions and capabilities (e.g. from ISVs and professional services firms) that would be too expensive to maintain in the core platformExpansion of surface area to market through the introduction of more “sellers” provided by the ecosystem participants Increased likelihood of successful platform deployment and business goal achievement – known as “customer success” in the industryThere are other examples of symbiotic models, but in today’s world, almost all of them revolve around a “platform” in some form, with the sales motions of the platform company the dominant aligning force around which the ecosystem participants organize.The marketplace ecosystem business modelThis is the “original” ecosystem business model. Marketplaces go back thousands of years.

The marketplace operator is the orchestrator and the coordinating brand, and the members pay the operator a fee to participate in the marketplace. All brands are present, and the common customers get a more convenient shopping experience as a result of the marketplace’s aggregation of supply.

Amazon, Apple and Google are modern day examples of marketplace operators. Uber is an example of a marketplace operator who created a supply of vendors (e.g. people with cars, available time, and a desire to earn money) that wouldn’t have the ability to be vendors if it weren’t for the platform and the marketplace Uber created.

These are examples of the real power of platform and ecosystem in action.

Environmental, Social, and Governance (ESG) investing and life sciences venture capital applications are two areas of investment that have seen increased interest in recent years. ESG investing focuses on investing in companies that are committed to environmental sustainability, social responsibility, and good governance practices. Life sciences venture capital applications, on the other hand, focus on investing in companies that are developing innovative medical treatments and technologies. In this article, we will explore the benefits of ESG investing and life sciences venture capital applications.

Benefits of ESG Investing

1. Positive Impact: ESG investing allows investors to make a positive impact on the environment and society. By investing in companies that are committed to sustainability and social responsibility, investors can contribute to creating a better future for all.
2. Long-Term Profitability: Studies have shown that companies that prioritize ESG factors tend to outperform their peers over the long term. By investing in these companies, investors can potentially benefit from their long-term profitability.
3. Risk Management: ESG factors can be used as indicators of risk. Companies that score well in ESG metrics are often better managed and are less likely to face regulatory or legal challenges.
4. Transparency: Companies that prioritize ESG factors are often more transparent in their operations, which can help investors make more informed investment decisions.
5. Diversification: ESG investing can provide diversification benefits to investors' portfolios by investing in a variety of industries and sectors.

Benefits of Life Sciences Venture Capital Applications

1. Potential for High Returns: Life sciences venture capital applications offer the potential for high returns due to the innovative nature of the companies being invested in. Successful companies in the life sciences sector can generate significant returns for investors.
2. Social Impact: Investing in life sciences companies that are developing new medical treatments and technologies can have a positive impact on society by improving health outcomes and saving lives.
3. Innovation: The life sciences sector is constantly evolving and developing new technologies and treatments. Investing in this sector provides investors with the opportunity to participate in the innovation that is driving the sector forward.
4. Diversification: Investing in life sciences companies can provide diversification benefits to investors' portfolios by investing in a different industry than traditional investments.
5. Scalability: Successful life sciences companies can often achieve significant scalability, allowing for potentially large returns on investment.

ESG investing and life sciences venture capital applications are two areas of investment that offer unique benefits to investors. ESG investing allows investors to make a positive impact on society while potentially benefiting from long-term profitability and risk management. Life sciences venture capital applications provide investors with the opportunity to participate in the innovation and potential high returns of the constantly evolving life sciences sector. Both areas of investment offer diversification benefits to investors' portfolios and have the potential to make a positive impact on society.

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