Industry Insight for Investors

Deep knowledge of enterprise infrastructure markets, vendors and trends presented in the form needed for investment decisions. 

Having spent 100s of hours with investors as an executive in public companies, I understand your needs. Now, as an independent market analyst, I can provide you unbiased information, so you can make better decisions.

Typical consultations are one hour and cover:

  • Vendor competitive position - NetApp, Pure, Dell/EMC, HP, Nutanix, VMware and smaller players.

  • Customers - segments, adoption of cloud, vendor stickiness….

  • Market sizing and growth trends

  • Risks

    • Customer adoption of SaaS and IaaS/PaaS clouds. Driving factors, timing….

    • Adoption of new on-premise technology: HCI and SDS

Feedback from my clients is highly positive. Common sentiment is the insights I can provide in a one hour consultation is valuable and difficult to obtain quickly through other sources.

For compliance reasons, I typically consult with investors using a service such as Alphasights, Coleman, GLG and Third Bridge. Please contact one of them to schedule an appointment.