Trends in VC and PE – Market Sizing & Opportunities Assessment

• Who are the Nomad 5Cs: Company, Customers, Competitors, Collaborators, and Climate.
• Who are nomad’s sectors/lines of business does Nomad currently cover?
• What regions does Nomad currently operate in?
• What are the core business drivers for Nomad?
• How does Nomad generate revenue?
• What type of businesses does Nomad service?

• What are the most up-and-coming regions for PE and VC investments?
  • What is the market size?
  • How quickly is the market expanding or contracting?
  • How many potential clients are there in the financial services/outsourced financial and accounting space?
  • What are the barriers to entry?
  • Is there a threat of new entrants or substitute products or services?
• Who are the current key players (Nomad’s competitors)? (be specific about types of businesses, including names, and what portion of those businesses are startups, including names of the startups and how old they are, amount of revenue generated, etc. )
  • Who are the startups in this space (size, location, revenue)
  • What are Nomad’s competitor’s strengths/weaknesses, as compared to the services Nomad offers and Nomad’s opportunity in the market?

Things to Consider:

• What regions, based on the above market assessment, would be most ideal for Nomad to enter, given Nomad’s size, business model, and competitive advantages?
  • Think in terms of low hanging fruit and targeting companies based on Nomad’s growth trajectory and projected revenue in the next 1-3 years.
  • Prioritize the market potential based on ROI, market size, barriers to entry, competitors in the region, and how much market size Nomad could grab in the shortest amount of time-SWAT analysis of your recommendation

• Based on the target region recommendations listed above, what is the best way for Nomad to break into these new markets and grow? Does Nomad focus on one region or sector, or cast a wide net and apply similar marketing practices across all markets? Determine a marketing plan for Nomad to enter these new markets. Prioritize 5.
  • • Provide a detailed marketing plan for each target market, including:
      • Marketing Channels (print, TV, radio, facebook/google ads, influencers, social media channels, blogs, etc, trade shows, entrepreneurial events, sales events, etc)

Things to Consider:

• Include, for each marketing plan, costs, ease of execution, potential partnerships, target companies, and ROI (run a financial analysis to determine the budget and potential ROI)
• Be sure to look at our current marketing materials, ie: LinkedIn, Facebook, Nomad Financial website, blog, etc.
• What are the competitors doing in terms of marketing and sales? How much are they probably spending? What is their ROI? What are they doing well, and what can we take advantage of and do better or differently? At a minimum, what is Nomad not doing that we should, based on the competition and market?

Should the company focus on growing by sector, region, or both? What’s the best growth strategy for Nomad? What would be the go-to-market plan for these new markets?