Investment Strategy & Recommendations
How should a developer decide where, what and for whom to build?
Chapter summary
The recommendations are framed as five decisions: market prioritisation, the technology roadmap, target customers, partnerships, and diversification across development stages and geographies.
Key takeaways
- 1
Markets are scored on growth, regulation and competition before entry timing is set.
- 2
The technology roadmap runs near-term (0–2 years), medium (2–5) and long-term (5+).
- 3
Concentration limits apply to customers, geographies and vintages.
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