Talis take on venture opportunities in Cyber Security, PropTech and InsuranceTech


Cyber Security

While many segments of the technology market are driven by reducing inefficiencies, automating processes and increasing productivity, cybersecurity spending is driven by cybercrime. We have reached unrivalled levels of cyber attacks which are in turn generating a huge number of opportunities in the space:

Cyber Security is now one of the fastest growing areas of Venture Capital thanks to the billions spent on cyber-security annually and the constant stream of major hacks and leaks hitting the headlines

Cyber Security Funding 2013-2017 : Source: CB Insights

Cyber Security Funding 2013-2017 : Source: CB Insights

The depth and breadth of the cyber security market is now so vast, the potential of identifying the next wave of start-up success becomes ever more challenging

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Talis has identified several segments of the cyber security market that are poised for significant growth:

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Prop-Tech

Property is one of the biggest asset classes and is considered to have one of the lowest risk profiles. Technology is now disrupting the dynamics of this industry and generating higher yields

Prop-Tech Annual Global Financing History 2013 -2017 : Source: CB Insights

Prop-Tech Annual Global Financing History 2013 -2017 : Source: CB Insights

A number of trends in property are emerging:

  • The demand for flexible working space is creating a new breed of property-companies which are pushing up property valuations they take over and providing op-co opportunities

  • Long lease rentals have been preferable due to the hassle of short-term leasing. Technology now facilitates easy, efficient and high-yield short-lease rentals

  • Technology innovation allows dis-used / rundown property to be re-purposed cheaply, without changing its use - generating high returns (Currently 500 hectares of empty or under-utilised industrial land across London alone – the equivalent to 750 football pitches)

As a result, investors are pouring money into prop-tech start-ups:

The Proptech market is now expansive: Early application of technology in property revolved around the most visible uses: automating manual processes, improving work efficiency and web-enabled marketing. Recent trends – the sharing economy, crowdfunding, uber-isation, social media and mobile are developing entire new segments within it:

PropCyber Security is now one of the fastest growing areas of Venture Capital thanks to the billions spent on cyber-security annually and the constant stream of major hacks and leaks hitting the headlinestech 2.jpg

The Talis team has identified several buoyant areas of the proptech market that are brimming with confidence and have a wealth of innovative startups:

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Insurance-Tech

The incumbent insurance industry is rife with old, legacy, labour intensive companies. Insurance is undergoing a monumental shift –A fifth of European consumers stated they would buy banking or insurance services from companies like Facebook, Google, Amazon or Apple. (Fujitsu, 2016 survey)

Tech companies including Google are significantly increasing their investments and partnerships in insurance, showing the desire to enter and dominate this old conservative industry

Insurance-Tech Annual Global Financing History 2013 - 2017 : Source: CB Insights

Insurance-Tech Annual Global Financing History 2013 - 2017 : Source: CB Insights