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High Relevance

Space will be the key enabler of connectivity and autonomous mobility

Long-term growth

Space is at the intersection of a number of long-term megatrends including autonomous transport and the Internet of Things (IoT)

Technological Disruption

Technological advances are upending traditional business models in space. Access to space is democratizing and will soon be an off-the-shelf commodity.

Changed economy "New Space"

Artificial intelligence capabilities are creating new commercial application opportunities.

The right timing

A new digital infrastructure in space is being funded with billions in venture capital in the last 5 years and is about to launch into space to provide the capabilities that will define the new digital age in the coming decade. 

Focus on Environment, Social and Governance

 Satellite imagery provides important insights and guidance on the environmental impact of society and corporate activities. 

Valuation gap Europe

Unlike in the US, valuation multiples in Europe are on average lower. The expected catch-up effects in Europe create comparatively attractive entry conditions. 

New Space Sectors

The cost of upstream constellations (acquisition) will continue to fall. Unrefined, unintelligent geospatial data will be available, if not for free, at least at a fraction of today's prices to anyone (democratization of access to space). With processing and access (dissemination) finally refinement to intelligent data (intelligence), with insights, forecast information and the context of an industry-specific vertical application, as well as contractual business (recurring revenue), significant valuation multiples will emerge. The end of the value chain (intelligence), the last mile to the customer, will therefore determine sustainable, defensible business models in New Space. The New Space value creation of data, starting with acquisition, via dissemination to intelligence, develops its players from hardware in the upstream stages downstream to the customer, in their vertical domains.

Acquisition

New Space companies build and launch satellites with different sensors to collect different types of data from space for a variety of use cases. They disrupt existing paradigm and do so at significantly lower cost. Either such companies sell technology such as sensors or satellites or operate constellations in a Data-as-a-Service model.

Dissemination

Further downstream New Space companies additionally offer scalable and data-agnostic cloud environments and supporting tools for storing and processing satellite data to build business with Infrastructure-as-a-Service or Platform-as-a-Service.

Intelligence

Finally, at the end of the value chain, companies offer expert system and solutions that provide valuable insights and forecasts for specific customer use cases.

Why with us?

For successful investment strategies, a deep knowledge of the European space industry, European institutions is as important as the cycle of the European digital economy and relevant industry sectors.
 
Ultimately, access to smart investment capital will also determine the competitiveness of the New Space industry in Europe.
 
We, Einstein Industries Ventures, have a deep understanding 
- of the fundamental value drivers of the industry,
- the crucial technology leaps,
- private equity and venture capital
- about the co-competitive interaction of the individual players in Europe and
- the innovative business models oriented towards customer benefit

We are dedicated to create significant value - for its investors, for the industry, for society and ultimately for Europe.

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