Getting financial and transaction data on private companies can be challenging. MarktoMarket aims make that easier, which gives CEO Doug Lawson a great perspective on the market, which he shares in this episode.

First we talk about data. We chat about what the issues are, and how MarktoMarket aims to get around those. Doug talks about how some of it is looking in the right place and how patterns emerge when there is enough data. He also discusses the extent to which processes can be automated with AI and when an analytical input is needed.

We then discuss some of the insights that this has given them about the private markets, especially valuation. Doug breaks down how not everything is a bubble and talks about how different parts of the markets have behaved. We also talk about how valuations affect investment strategies and where they are being used in a kind of valuation arbitrage to enhance value.

Email: doug@marktomarket.io

MarktoMarket website: https://marktomarket.io/

Suggested book:

Bad Blood by John Carreyrou

Bio

Doug Lawson

CEO and Co-founder, MarktoMarket

Doug is cofounder and CEO of MarktoMarket, a data platform specialising in private company intelligence, which is backed by VCs 24Haymarket, Techstart and Par Equity. Doug founded MarktoMarket following a career in fund management, where he specialised in investing in private and public companies. Before this he worked in M&A and qualified as a chartered accountant.