NOAH’s CEO View
Once integrated into workflows these digital subscription services deliver profitable business economics. Most of the companies are covering one market niche. The opportunity is to build a horizontal platform, the Bloomberg of nature and environment. Look out for product quality and differentiation versus competitors. Size is probably the most telling indicator given the strong competition and yet to build out market standards.
The youngest category measured by average date of last funding round. 10 out of 13 speaking companies are raising capital at NOAH Conference this year for combined $360m.