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GSV Capital is the first publicly traded security giving growth equity investors access to the world's most dynamic, VC-backed private companies.

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NASDAQ: GSVC
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Why We Like

$6.3 million NAV|2.8% of GSVC

Founded

2009

Capital Raised

$183 million

Investors

GSV Capital along with Fidelity Investments, IVP, Venrock, Welilngton, Credit Suisse and others.

GSV Investment Theme

  • Cloud/Big Data
  • Marketplaces
  • Sustainability
  • Education

Overview

Dataminr is a revolutionary data aggregation and dissemination service which has built a global sensor network powered by Twitter. Its real-time engine tracking can act as an early warning system for both enterprise and government customers. Dataminr can absorb and merge third-party information or a client’s proprietary data to add context and harvest insights geared specifically towards the client’s interests, which then can be bolstered by their own data.

Dataminr works with global corporations on security issues, with major news organizations around the world, and with leading government institutions on matters of local, state and national security.

4Ps
Why We Like It: The Four Ps

Why We Like Dataminr

Dataminr is at the forefront of the big data movement, focused on unlocking value from real-time Twitter data and uncovering market insights in a way that was never possible before.

People

Ted Bailey is Dataminr’s CEO. A graduate of Yale, he was previously with Massify.com and The Advertising Council.

Product

Dataminr combs through over 500 million daily “tweets” on Twitter. Its algorithms quickly seize abnormal and actionable signals that can be analyzed and confirmed as a relevant event for a client. For example, Dataminr reported to its clients that Osama bin Laden had been killed 23 minutes before any mainstream news outlet reported it. Dataminr was able to discover and verify this information based on only 19 tweets, allowing clients to respond before there were any movements in S&P futures correlated with his death. Dataminr’s relationship with Twitter has resulted in it being granted complete access to Twitter’s “firehose”—the entirety of all of its tweets. This is focussed into four industry specific products, News, Finance, Public Sector, and Corporate Security, in which the analysis is focussed for the specific industry.

Potential

Dataminr’s potential is virtually limitless as it redefines what “breaking news” means. We believe that Dataminr has enormous potential in the finance industry with applications to both hedge funds and investment banks, where the Beta version of Dataminr is currently being tested. Government agencies have also already begun to subscribe. We also see enormous opportunities surrounding “real-time” constituent polling for elections. Collectively, these industries will be forced to subscribe to Dataminr in a form of the “prisoners dilemma,” in order to remain competitive.

Megatrends

Brands

Knowledge Economy

Internet

Demographics

Convergence

How Big Can This Be?

We believe the potential for Dataminr is almost “limitless” because of the many applications suggested by its technology gathering capabilities. Dataminr provides an unmatched, highly accurate service at a reasonable price.

Predictability

Dataminr will continue to rapidly build its customer base, particularly expanding upon the number of governmental, political and financial clients. Data will only become more valuable in the future, making Dataminr a potentially groundbreaking firm.

Risks

Dataminr is currently reliant on Twitter’s so-called firehose, making that relationship’s stability critical to Dataminr’s success.

GSVC percentage figures are based upon the fair value of each holding as of the quarter ended September 30, 2016, or the cost basis of the holding (exclusive of transaction costs) if the investment closed subsequent to September 30, 2016. In either case, these values are divided by the fair value of total portfolio investments of GSV Capital as of September 30, 2016.

GSV stands forGlobal Silicon Valley
Learn more at GSV.com