Investment Themes

Cava invests in Transformational Solutions that are attacking markets in major transition. We look for disruption occurring in channels and / or value chains underlying these markets and seek out businesses that exhibit the potential to create breakthrough solutions.

These companies typically have rapid customer adoption, scalable revenues with high gross margins and exit opportunities that span public and private markets. These include solutions in the following sectors:

Digital Media and Communications: Technology enabled solutions focused on expanding and optimizing channels and data, as well as the evolution of traditional media into transformational digital assets and services both online and mobile. ROI focused solutions in:

• Marketing technologies & services
• Digital Media solutions
• Advertising and Promotion technologies
• Mobile Platforms and Applications
• New Media convergence

Business Information Services: Solutions that allow organizations to optimize structured and unstructured data and intelligence. Using information to gain competitive advantage, make better decisions, create smarter intelligence and build a foundation for effective decision support. Targeting companies in:

• Data Analytics

• Information Services

• Database Management solutions