Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

The expanding use of the BOLT Platform over the past year has skyrocketed, resulting in BOLT’s continued momentum:

- Annualized opportunities flowing through the platform up to 4.1 million in 2016 compared to 1.9 million in 2015

- Carrier connections grew to 5,557 in 2016 from 4,900 in 2015

- Users on the platform increased to 75,000 in 2016 from 50,000 in 2015

http://blog.boltinc.com/...bets-on-pc-insurance-incumbents-paying-off
 

und den restlichen Quartalen im Umsatz und Ebit von Bolt niederschlägt.  

Umsatzwachstum  von Bolt in Q1 sehr viel mehr als die 9% in Q4/17. Mindestens 20% gegenüber Q1/16 müssten es in Q1/17 schon sein, um bei mir keine Enttäuschung anzulösen.

Revenue Growth: 9% in Q4 2016 compared to Q4 2015
Operating cash flow positive for the first time in its history in Q4 2016

http://www.actua.com/wp-content/uploads/2017/03/...ar-2016-slides.pdf

Wenn sie in 2017 bei Bolt massiv in die Entwicklung investieren und das sofort als Aufwand verbuchen und nicht aktivieren, kann vor mir aus der Cash Flow auch wieder negativ werden, wenn dabei zukünftsträchtige Investionen in Angriff genommen werden.
 

Bolton has recently signed an agreement with technology solution provider FolioDynamix for trading, portfolio management, and advisory services. Advisors will be able to leverage the institutional-quality trading interface to manage the entire client lifecycle, from account opening to rebalancing; they will also have access to a series of managed account options that have undergone extensive due diligence review.

“FolioDynamix offered a degree of flexibility that was very attractive to us,” says Steve Preskenis, President of Bolton Global. “The trading interface and overall solution was exactly what our advisors were asking for; many come to us from a wirehouse background, and this technology actually offers a better experience than what they were used to.”

Bolton plans to rollout the FolioDynamix platform over the next two months. As a multi-custodial solution with an integration already in place with Pershing, Folio offers a seamless, efficient onboarding experience.

“We believe strongly that the advisors who leverage technology—and the firms who invest in leading-edge solutions—are going to continue to grow exponentially,” says Joe Mrak, CEO of FolioDynamix. “We are thrilled to partner with a firm like Bolton that is actively seeking new markets and new opportunities, and we look forward to our collaboration.”

https://boltonglobal.com/tag/roboadvisor/
 

Guidewire Software, which recently backed on-demand personal item insurance app Trov, was the most successful VC-backed insurance tech IPO, with a market cap today of $4.52B. The company’s largest shareholders at the time of IPO were U.S. Venture Partners and Bay Partners.

https://cbi-blog.s3.amazonaws.com/blog/wp-content/...suranceexits.jpg


The IPO in 2012 valued Guidewire with 636 million.

https://www.crunchbase.com/ipo/dd2062ccef178f95ed5f65a0eb824509

 

on the base of the market-cap of today or 4,37 billlion and

Full Year Fiscal Year 2017 Reveneues: between 471.5 and 483.5 million

https://www.guidewire.com/about-us/...re-announces-fourth-quarter-and
 

Actua to Announce First Quarter 2017 Results Thursday, May 4th Before Market Open

RADNOR, Pa., April 20, 2017 (GLOBE NEWSWIRE) -- Actua Corporation (ACTA), the multi-vertical cloud company, will release the financial results for its first quarter ended March 31, 2017 on Thursday, May 4, 2017, before the market opens.

http://finance.yahoo.com/quote/ACTA/community?p=ACTA
 

Ich erwarte eine Umsatzanstieg von 29,3 Millionen in Q4/16 auf 30,7 Millionen n Q1/2017.

http://finance.yahoo.com/news/actua-posts-4q-profit-135820620.html  

Insurers are throwing much of their marketing and advertising spend out the window

April 19, 2017

Marketing by the Numbers – Do Yours Add Up?
According to McKinsey, insurance is entering a customer-obsessed era.[i] To outcompete, many P&C insurers spend more than 15% of their annual revenue on marketing, hoping to establish their brand as a foremost caring provider in the hearts and minds of target consumers.[ii]
What it comes down to is trying to build consumer relationships that generate revenue and increase wallet share, but McKinsey also says that insurers lacking strong digital capabilities are limiting their chances for survival in the customer-centric age.[iii] Regardless of how front and center an insurance brand is, insurers are throwing much of their marketing and advertising spend out the window if they can’t back it up by providing the buying channels, personalized experience and product selection that consumers want and need.

http://blog.boltinc.com/...g/marketing-by-the-numbers-do-yours-add-up
 

In a highly customer-driven market, insurers need focused efforts to ensure solid ROI on marketing spend. Many insurers, cast a wide marketing net that requires agents to exert an inordinate amount of time qualifying leads who will never buy their current products. A more profitable approach, and one that makes agents far more productive, is to employ analytics to gain a better understanding of consumers’ needs.

Through analytics, insurers can clearly define target markets and determine the coverage types that consumers want to buy. Focusing marketing efforts on the most applicable consumer segments positions insurers to realize greater success from their efforts, but imagine how results will improve if they can also offer more of the products their target consumers need through the channels they want to buy.

Recent reports indicate that 80% of consumers use digital channels at least once in the insurance buying process,[iv] and 78% of consumers say they want to research and purchase coverage online.[v] That’s a start-to-finish transaction that mirrors the smooth efficiency found in the retail environment and other industries.

http://blog.boltinc.com/...g/marketing-by-the-numbers-do-yours-add-up
 

If the revenues of the Guidance (125 - 130 million) of Actua were valued with 9.2 like Guidewire, the market-cap would be 1.173 billion.
This would be by 34 million outstanding shares a share-price of $34.5  

Designed to engage more consumers and turn nearly every lead into a customer, a leading digital distribution platform is helping insurers to rev up marketing ROI, by delivering the operational efficiency, personalized service and product choice their customers expect without the high cost of systems upgrades or replacements. The platform works with existing technology to provide all of the critical tools and capabilities insurers need to boost customer acquisition, expand wallet share and establish a powerful digital brand identity:

http://blog.boltinc.com/...g/marketing-by-the-numbers-do-yours-add-up
 

Once VelocityEHS was selected, we were on a tight timeline due to our change in ownership. The VelocityEHS team was in Pakistan to initiate the implementation process. Their track record in our industry is impressive. Additionally, there are some unique factors of operating a business here. Together we have developed a system that is perfectly tailored to our business needs.
Javaid Ansari
Applications and Data Manager at United Energy Pakistan

We started the selection process looking for a partner who could hit the ground running with real industry knowledge in safety and compliance best practices and a system with a strong record of success. We take our safety and community stewardship responsibilities very seriously as a company and we wanted a solution that would help support a best-in-class program as we continue to grow. During the evaluation process, VelocityEHS stood out.
Cory Larson
Corporate HSE Supervisor at Crescent Point Energy Corp

The VelocityEHS Platform stood out for a number of reasons. We felt their system had the best breadth and depth of functionality and no other vendor we looked at could match VelocityEHS’s usability. The system is intuitive which we believe will ensure a successful rollout and long-term acceptance of the system at all levels of the company.
Kym Fawcett
Manager, Safety and Social Responsibility (S&SR) at Enerplus

ISS understands the value this system can add to our business. A company as large and diverse as ISS needs a system that is fully configurable, multilingual, web- based, and maybe most importantly, intuitive for end users. With over 500,000 employees worldwide, we appreciate the fact that VelocityEHS does not charge based on the number of users so we will be able to leverage the system for corporate-wide safety and sustainability culture change.
Joseph Nazareth
Vice President of Health, Safety, and Environment at ISS

After a comprehensive selection process we chose the VelocityEHS Platform for its ease of use and the company’s proven ability to implement on-site, quickly and seamlessly. The VelocityEHS Platform will enable us to dramatically reduce the time and effort required to manage the full incident reporting, investigation, cause identification and corrective action process. OCI’s team is extremely excited about partnering with VelocityEHS and putting its solution and extensive capabilities to use. We at OCI feel that the VelocityEHS Incident Management module is an effective tool which supports our strategic initiative of Achieving World Class Safety Culture and Systems.
Sonya Knipper
Safety Manager at OCI
http://finance.yahoo.com/quote/ACTA/community?p=ACTA
 

In the end, technology is a clear threat to complacent advisors. But it doesn't have to be. "If you don't disrupt your business, you will go out of business," Dunlap said.

http://www.fa-mag.com/news/...est-robo-advisor-of-all-time-31033.html

 

This is a vote for the concept of Foliodynamix:

"What do four of the five firms with the biggest robo-advisors -- Financial Engines, Vanguard, Schwab and Betterment -- have in common? In the last 18 months, they've all started hiring human advisors in a big way.

Together, the four firms control more than 70 percent of the $83 billion in assets sitting on robo-advice platforms. Financial Engines, by far the largest, recently bought The Mutual Fund Store to build out its human advice offering."  

"The financial services industry, like so many others, is being digitized, Dunlap said, so the question is whether technology makes advisors more or less relevant. The answer is largely is up to them.
 
Gallagher noted that Fidelity, which is building a robo-advisor with its eMoney unit, has found that investors using its retail robo-advisors still like to pick up the phone and call a human. In other words, it is not an either/or proposition."
 

Future insurance industry growth to hinge on insurtech

Clyde & Co's recently released its annual Insurance Growth Report.  As discussed in the report, while mergers and acquisitions in 2016 were down from the prior year, deal activity is expected to be strong in 2017.  More interestingly, perhaps, is that future growth in the insurance industry is going to focus on investments in insurance technology.
According to the report, 94% of insurers expect digital transformation to have the greatest impact on their distribution channels in the next five years. With this strength of consensus, it is not surprising that insurtech startups worldwide attracted approximately USD 1.7 billion of investments in 2016.
Insurance companies have been operating in difficult market conditions for several years;  with intense competition, pressure on premium rates and prolonged low interest rates, growth has been hard to achieve.  Technology will offer a quantum leap in growth by reducing insurers' cost base and at the same time enhancing their productivity and leading to the development of new insurance products and businesses.

Insurtech is a topic that is certain to remain on insurance companies' strategic agendas for the near to medium term.  We at Clyde & Co are working on exciting insurtech projects and tracking the legal regulatory developments that will affect the insurtech space in the long run.

http://www.clydeco.com/blog/insurance-hub/article/...nge-on-insurtech
 

distribution channels in the next five years

According to the report, 94% of insurers expect digital transformation to have the greatest impact on their distribution channels in the next five years. With this strength of consensus, it is not surprising that insurtech startups worldwide attracted approximately USD 1.7 billion of investments in 2016.

http://www.clydeco.com/blog/insurance-hub/article/...nge-on-insurtech
 

Innovation in any industry is a process of experimentation, analysis and adjustment. Inflexibility in the regulatory environment may hinder the development of insurtech solutions that make insurance more accessible and valuable to individuals as well as businesses. Although the United States will remain an incredibly attractive market for insurtech ventures given its size and sophistication, regulatory hurdles may push innovation to more welcoming regulatory landscapes.
We work with both insurtech startups as well as many of the world’s leading insurance groups on innovation in insurance, and we see enormous potential. Pairing insurers’ vast expertise in mitigating and financing risk with new perspectives from new technology and business approaches brought by newcomers or developed by existing insurers makes this a particularly dynamic time. Regulators must continue to perform their critical role in protecting consumers and overseeing the insurance industry’s financial strength. However, regulatory support of insurtech will be good for consumers and the global insurance marketplace.

http://www.clydeco.com/blog/insurance-hub/article/...on-hamper-growth
 

Actua zu Bolt und seinen Zahlen am übernächsten Donnerstag sagen wird.

Bei allem Hoffnungen, die man haben kann, muss man aber auch berücksichtigen, dass Milliarden in diesen Bereich gepumpt werden und daher Konkurrenz entsteht.

Daher halt ich zwischen Unicorn und Rohrkrepierer wie Netscape alles für möglich, wenn auch nicht ganz Netscape, da die Landschaft vielfältiger ist und jemand mit Bolt irgendwer noch etwas anfangen kann.  

Allerdings schaffen die momentane Marktkapitalisierung auch die beiden anderen Score-Companies Velocity und Foliodynamix zusammen mit der Cash, aber die weitere Kursfantasie wäre ohne Bolt nicht mehr vorhanden.  

Guidewire Software, which recently backed on-demand personal item insurance app Trov, was the most successful VC-backed insurance tech IPO, with a market cap today of $4.52B. The company’s largest shareholders at the time of IPO were U.S. Venture Partners and Bay Partners.
https://cbi-blog.s3.amazonaws.com/blog/wp-content/...suranceexits.jpg

The IPO in 2012 valued Guidewire with 636 million.
https://www.crunchbase.com/ipo/dd2062ccef178f95ed5f65a0eb824509

The multiple of the revenues off Guidewire = 9.2
basing on a market-cap of 4.37 billion and
reveneues between 471.5 - 483.5 million for 2017 (guidance)

Guidewire Software Announces Fourth Quarter and Fiscal Year 2016 Financial Results
Guidewire Software, Inc., (NYSE: GWRE), a provider of software products for property and casualty (P/C) insurers, today announced its financial results for the fiscal fourth quarter and fiscal year ended July 31, 2016.
www.guidewire.com

If the revenues of the Guidance (125 - 130 million) of Actua were value with 9.2 like Guidewire, the market-cap would be 1.173 billion.
This would be by 34 million outstanding shares a share-price of $34.5 – share-price today is about $14.
 

BOLT Solutions, Inc. Bets on P&C Insurance Incumbents Paying Off

BOLT Solutions, the original InsurTech, expands product offering to better meet industry needs
NEW YORK, April 19, 2017 /PRNewswire/ -- BOLT® Solutions, Inc. (www.boltinc.com), the leading digital distribution platform to the property and casualty (P&C) insurance industry, today announced its continued strong growth in all aspects of the business and the industry's adoption of the BOLT Platform. Ending 2016 with both strong revenue growth and market momentum, BOLT Solutions remains focused on its goal to enable insurers to successfully deliver products and service in one stop.

The expanding use of the BOLT Platform over the past year has skyrocketed, resulting in BOLT's continued momentum:

- Annualized opportunities flowing through the platform up to 4.1 million in 2016 compared to 1.9 million in 2015

- Carrier connections grew to 5,557 in 2016 from 4,900 in 2015

•- Users on the platform increased to 75,000 in 2016 from 50,000 in 2015

To support its clients and further expand its reach into the InsurTech field, BOLT recently released version 8.0 of the groundbreaking BOLT Platform™ available in two versions, BOLT ENTERPRISE and BOLT PREMIER. BOLT 8.0 meets the needs of insurers at any point in their digital distribution journey, offering the ability to integrate traditional and digital distribution capabilities with a tightly integrated market network of robust product options.

All BOLT products rapidly bring insurers up to today's customer-centric standards by expanding product selection and digital channels of engagement. Since the platform easily scales to meet current and future needs, regardless of the insurers current business model or digital standing, BOLT customers are positioned to exceed strategic growth objectives by creating the "customer-obsessed" environment of tomorrow, today.

"Our strong growth underscores our position as an InsurTech innovator committed to partnering with P&C incumbents to turn industry disruption into strategic advantage," said Eric Gewirtzman, CEO, BOLT Solutions. "Insurance companies, once considered to be late adopters, now have all the tools they need to evolve with the rapidly changing expectations of the insurance consumer. We recognize the native advantages of existing insurers and build on their inherent strengths."

http://www.krgv.com/story/35186533/...insurance-incumbents-paying-off  

– including overexertion, falls and struck-by incidents – result in billions of dollars in worker’s compensation claims each year. Developing and implementing a strong incident prevention program not only keeps workers safe but also saves companies money by helping them to avoid these costly claims. Further, such programs can boost employee productivity while also reducing turnover.

While the first and most important objective of an incident prevention program is to ensure employees get home safely, a strong program does more than protect people from harm. “They have the benefits of increased productivity, reduced costs and lower employee turnover,” Phil Molé, EHS Expert for Velocity EHS, said on 7 February at the 2017 IADC HSE&T Conference in Houston. “You improve employee morale and job satisfaction overall because you create the kind of environment employees like to be in.”

Employee buy-in is crucial to an effective incident prevention and management program. “Without the buy-in, you don’t really have a good working system.” Companies can get this buy-in by involving employees in the development of the incident prevention process, from the job safety analysis (JSA) to corrective actions, Mr Molé said.

http://www.drillingcontractor.org/...cident-prevention-programs-41918
 

Venture)

http://anthemvp.com/company_type/exit/

Der prominenteste Exiit dürfte Android sein.