Investing in the New Reality

EMERGING TECHNOLOGIES | BDO LLP

INTRODUCTION

CONTENTS

This eBook looks at the role of emerging technologies as they are being applied in a range of key verticals: FinTech, HealthTech, BioTech, RegTech and SportsTech. Nowadays, of course, every industry and market is being transformed in one way or another by smart technological solutions, albeit at different rates of change and under different conditions and drivers, so this is by no means an exhaustive list. But we’ve chosen these verticals because in the view of our experts they represent some of the most interesting opportunities for tech investors in the New Reality of the post- COVID-19 world that is slowly starting to emerge. With each sector, we begin by looking at some of the drivers and trends that have contributed to its development. We look at some of the most interesting companies and characteristic areas of

EMERGING TECHNOLOGIES ARTIFICIAL INTELLIGENCE AI: What’s in a name? Case study: Fligoo ROBOTIC PROCESS AUTOMATION (RPA) BUSINESS INTELLIGENCE | DATA ANALYTICS INTELLIGENT AUTOMATION (IA) VIRTUAL REALITY | AUGMENTED REALITY 01 02 04 06 08 1 1 12 14

healthy, to run smarter businesses, to be better employers and more productive employees, to stay on the right side of the laws that protect citizens and customers – and even, in these unprecedented times, to save the lives of our loved ones.

activity in each field. And we conclude each time with a look at how the sector has fared during the pandemic, and what its prospects are for the future. So that’s the vertical view. But there is also, of course, a horizontal view. The huge variety of applied solutions are powered by a handful of core emerging technologies, and we begin with a review of some of these. Some investors focus on a specific market or use case, while others are interested in a pure technology. Just as with our verticals, our list of ‘horizontals’ is a cherry-picked selection rather than an exhaustive litany, compiled with an eye to investment potential and commercial opportunity. We hope you find this eBook useful, and that it prompts some valuable reflections on the tech investment landscape after COVID-19. For me, it adds up to a compelling account of the power of tech to transform so many areas of our lives for the better: helping us to stay fit and

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VERTICAL TECHNOLOGIES FINTECH Case study: Citizen.is HEALTHTECH Case study: GDPQ

BIOTECH REGTECH Case study: Rainbird.ai SPORTSTECH Investment horizons

TONY SPILLETT National Head of Tech & Media, BDO

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