Asset Manager Investing in Global Technology Sector

We're an asset management firm allocating our capital into asset classes benefiting from technological innovation and applications globally. We serve as a family office of a tech professional who has spent over a decade as an entrepreneur, operator, and venture investor across Asia and the US.

Our small team is made up of diverse investment professionals who research, identify, and execute relevant opportunities. We occasionally share some of our investment memos, insights, and analysis here.

Tuesday, May 26, 2020

Q2.2020 - SurveyMonkey: A Long-Time Favorite

SVMK Inc. (SVMK) (SurveyMonkey) is one of the cloud software names we have liked for some time. Having been in the business for over 20 years, the company went through a period of accelerated growth in the 2010s, upon the acquisition of Bain Capital and the appointment of the late Dave Goldberg as the CEO. In the next few years, it raised growth financing from several top-tier VC/PE funds such as Google Capital (GOOG) (NASDAQ:GOOGL) and Tiger Global, which valued the company at over $1 billion.

The business has established a solid brand reputation in the online survey market, driven by the combination of its highly efficient self-serve go-to-market and high-quality freemium business model. As one of its users as well, we found the offering to be flexible and easy to use. Furthermore, as the company has been gaining traction in the enterprise segment in recent times, the growth story has also become more interesting. As such, we maintain our bullish view in the stock.

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