What VCs Get Wrong About Portfolio Valuation
Most fund managers evaluate companies using metrics that capture less than half the picture. Here's the intangible asset blind spot and how to fix it.
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Insights on growth and intangible assets
Expert thinking on productivity, intangible asset valuation, growth strategy, and building more valuable businesses.
The Brand as Bankable Asset: Intangible Collateral Structures for Consumer Brands and FMCG
Consumer brands are among the most economically powerful intangible assets in existence — generating pricing power, customer loyalty, and distribution leverage over decades. Yet brand equity remains structurally underexploited as loan collateral. The structures to change this are established. The opportunity for PE-backed consumer businesses is substantial.
Read more →The Intangible Blind Spot in Private Equity: Why Unmeasured Assets Are Your Biggest Risk — and Opportunity
Private equity firms pride themselves on rigorous due diligence and data-driven value creation. Yet most PE investment processes are structurally blind to the intangible assets that account for the majority of portfolio company value. This gap creates both hidden risks and untapped opportunities.
Read more →Patents, Pipelines, and Pledges: Structuring Intangible Asset-Backed Lending for Pharmaceuticals and Life Sciences
Pharmaceuticals were among the first sectors to pioneer IP-backed financing through patent royalty securitisations. But the opportunity extends far beyond royalty streams. Drug patents, clinical data packages, regulatory approvals, and formulation know-how constitute a rich intangible asset base that most PE-backed pharma companies underexploit as collateral.
Read more →Seven Categories of Intangible Assets That Productivity Statistics Ignore
National accounts now recognise R&D and software as capital assets. But the majority of intangible investment — organisational know-how, proprietary data, trained workforces, customer networks — still falls outside the measurement boundary. These are the seven categories that distort our understanding of productivity.
Read more →Why 80% of Your Company's Value Is Invisible
The intangible asset gap costs growth-stage companies millions in undervaluation. Learn how to identify and close it before your next fundraise.
Read more →Unlocking Capital from Code: How Technology and SaaS Companies Can Leverage Intangible Assets as Loan Collateral
Technology and SaaS companies sit on vast portfolios of intangible assets — proprietary code, patents, customer contracts, data — yet most still rely on equity dilution or unsecured debt to fund growth. Structured lending against these assets offers a capital-efficient alternative that PE firms and fund managers are only beginning to exploit.
Read more →The Productivity Measurement Gap: Why GDP Per Hour Worked No Longer Tells the Full Story
Traditional productivity metrics were designed for an economy dominated by physical capital and tangible output. In a world where the most valuable firms derive their competitive advantage from software, data, brand equity, and organisational know-how, those metrics are increasingly unreliable. Here is why the gap matters — and what we should do about it.
Read more →Portfolio Oversight: A New Lens for VC and PE Investors
Intangible asset tracking gives investors unprecedented visibility into how portfolio companies deploy capital and drive growth.
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