Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

Introducing the GovTech100: Civic Innovation’s Next Phase

The public-sector technology market has evolved to be broader and more robust, to the tune of $1 billion in private capital investment. Here we unveil the GovTech100 — the top 100 companies focused on government customers.

by Dustin Haisler, Paul W. Taylor / January 20, 2016


Seen as a market, government technology as a whole is an industry that accounts for $180 billion in state and local government alone, according to analysis by the Center for Digital Government. This new GovTech slice has come into its own, emerging as a stand-alone industry composed of hundreds of startup companies even after no fewer than 23 acquisitions, and having attracted $1 billion in private capital investment.


http://www.govtech.com/100/Next-Wave-of-Civic-Innovation.html  

FiscalNote 2013 Civic Tech FiscalNote applies artificial intelligence, big data, and predictive analytics to help public agencies in decision aking.

GovDelivery 1999 Service Delivery GovDelivery manages email and other communications for public agencies.

GovInvest 2014 Administration GovInvest helps governments visualize and understand complex actuarial data  

https://www.boltinsurance.com/  

Some candidate companies for this year’s list were acquired by other startups and incumbents alike. Motorola, Autodesk and GovDelivery picked up one each. For its part, Accela bought three companies that would have made the list in their own right — Springbrook (public finance), Civic Insight (building and construction project data) and PublicStuff (service requests).

In the absence of unicorns, scrappy GovTech companies are eschewing mythical imagery in favor of focusing on the work, solving real problems close to the ground and extending the reach of government agencies — all with the potential of having an outsized impact in creating meaningful change in the communities they serve.

On December 17, 2014, GovDelivery acquired NuCivic for $5.1 million of consideration, consisting of $2.0 million in cash payments (including a $0.6 million deferred payment) and $3.1 million of GovDelivery stock. The acquisition was accounted for under the acquisition method. GovDelivery allocated the purchase price to the acquired tangible and identifiable intangible assets and liabilities based upon their respective fair values as of the date of acquisition.

On June 10, 2015, GovDelivery acquired certain assets of Talent Management in Government Inc. (TMGov) for $0.5 million of consideration, $0.4 million at closing and $0.1 million to be paid upon achievement of certain milestones, as set forth in the applicable purchase agreement. The acquisition was accounted for under the acquisition method. GovDelivery has preliminarily allocated the purchase price to the acquired identifiable intangible assets based upon their respective fair values as of the date of acquisition. Less

.On July 13, 2015, GovDelivery acquired Vox Metropolis Inc. (d/b/a Textizen) (Textizen) for approximately $2.0 million of consideration, consisting of $1.2 million of cash and $0.8 million of GovDelivery stock; $0.4 million of the $1.2 million of cash consideration is being retained by GovDelivery until July 2016, in order to satisfy potential indemnity claims. The acquisition was accounted for under the acquisition method. GovDelivery has preliminarily allocated the purchase price to the acquired identifiable intangible assets based upon their respective fair values as
of the date of acquisition. GovDelivery expects to complete its purchase price allocation of Textizen by December 31, 2015.

Quelle für ergänzende Informationen: actua.com

 

Looking Ahead: 2016 Predictions for Actua’s Vertical Markets (Part 1)

January 20th, 2016

As 2015 finds its way to the rearview mirror and the world redirects its attention to the future, we thought we’d share a fresh look at what lies ahead for the vertical markets Actua serves. And so today we kick off a new five-part blog series that looks at the trends, opportunities and challenges that will help shape these markets in 2016.

This series will look through the unique and expert lenses of our CEOs to share predictions on what 2016 will bring to each of their markets. Stay tuned for these in depth predictions in the coming days, but in the meantime, below is a quick preview of the common themes we saw across the markets we serve:

•Mobile – a recurring theme over the past several years, mobile had a significant impact on our markets in 2015 and reappears in 2016 predictions. As an indomitable and ubiquitous force across markets, nearly all of our CEOs touch on mobile and the influence it will have on their markets this year

         •§Mobile – a recurring theme over the past several years, mobile had a significant impact on our markets in 2015 and reappears in 2016 predictions. As an indomitable and ubiquitous force across markets, nearly all of our CEOs touch on mobile and the influence it will have on their markets this year.

         •§Regulation – especially in highly regulated industries like government communications, insurance, EHS and wealth management, ever-changing government compliance requirements can have a formidable effect on businesses in these markets. While heightened and constantly evolving regulations can be an obstacle in some cases, many of our CEOs predict increased regulation to continue to be a powerful driver of growth into 2016.

         •§Doing more with less – It seems this perennial pressure continues to be a reality for most industries, and the ones we serve are no different. While some levels of investment and innovation are on the rise, many industries and organizations have maintained a philosophy that requires doing more with either less, or the same resources, even as complexity and uncertainty continue to grow within these markets.

         •§Data – While big data has made “top trends” lists for years, 2016 may be the year that organizations finally close the loop to harness the power of vast amounts of data to better serve their customers, sell more and drive revenue.  

Source: actua.com
 

http://m.nextgov.com/cio-briefing/2016/01/...-priorities-2016/125291/  

FolioDynamix CEO: we’re committed to client success and wealth management technology leadership

January 26, 2016/in Company, Leadership /by josephmrak
Steve Dunlap, our new president and COO, recently shared his thoughts on the financial services and wealth management business. He outlined what we’re planning, and what we’re doing, to help advisors and firms capitalize on trends in the advisor market and in the industry.

I’m thrilled that Steve’s on board. With his experience across the industry in managed investments, in the broker-dealer world, and in the RIA space, he’s the right person to help us continue to grow. I think he’s dead-on with his thoughts around delivering sophisticated, innovative investment solutions while automating mundane tasks. Technology solution providers are in the hot seat these days, and it’s time to step up with solutions that empower advisors.

http://www.foliodynamix.com/...-ceo-were-committed-to-client-success/  

Especially in highly regulated industries like government communications, insurance, EHS and wealth management, ever-changing government compliance requirements will prefer vertical soutions from vertical cloud-companies like Actua. While heightened and constantly evolving regulations can be an obstacle in some cases, many of our CEOs predict increased regulation to continue to be a powerful driver of growth into 2016.

Actua operates vertical cloud platforms in four industry sectors: property and casualty insurance (Bolt Solutions), wealth management (FolioDynamix), government communications (GovDelivery), and environmental health and safety (VelocityEHS, formerly known as MSDSonline). Actua goes to market through these four leading brands and provides cloud solutions to its customers that drive efficiency and scale, accelerate revenue growth, augment customer engagement, and/or manage regulatory compliance.
The company was formerly known as ICG Group, Inc. and changed its name to Actua Corporation in September 2014.  

I am sure, that by share-prices like today buy-back's of shares has a higher ROI than every tuck-in and I hope, that the management don't sleep again like often in the last 15 years in such situations.

Actua should use the half and more of the cash of 80 million, because the cash flow from operations will be positive in 2016.
 

http://www.actua.com/...ent-communication-through-winter-storm-jonas/  

Den haben sie auch nötig, weil das Geschäftsmodell nicht stimmt. Aber Steve Dunlap kann das Rad auch nicht neu erfinden. Innovative, rentable und intelligente Investment Lösungen sind nun mal RTF's, Computerhandel und globales Risikomanagement. Dafür hat Foliodynamix zu kleine Ärmchen.

Aber vielleicht zieht er ja ein Kaninchen aus dem Hut. Er hat hundert Tage Zeit.

 

January 28th, 2016

2016 Predictions for the Government Communications Market from GovDelivery CEO, Scott Burns (Part 2)

This is the second blog post in a new series sharing 2016 predictions for the vertical markets we serve (see part 1). Today’s post looks at what lies ahead for the government communications market through the eyes of Scott Burns, CEO, GovDelivery. GovDelivery is focused on empowering government to create better lives for more people and in the year ahead, Scott predicts that several trends will drive the next wave of transformation in this market:
•Doing more with less will remain a reality:  This perennial adage is never more relevant than when working with government. One quarter of the U.S. government workforce became eligible for retirement in 2015, which will leave fewer people to do a growing amount of work. Simultaneously, citizen expectations around service and customer experience continue to grow, budgets remain tight, and technology continues to change at a rapid pace. All of this will require that the government find new ways to do things, while managing this rapidly changing landscape.
•Technology will help government cope with their challenges and mitigate risks: In the face of mounting pressures and challenges, Scott predicts that the government will increasingly turn to technology to cope. The technology behind big data, open data and predictive tools will be wielded by government to work smarter and more efficiently. New communications tools that foster more precise customer segmentation and targeting will be leveraged to meet different citizen needs. And mobile technologies will empower citizens when it matters most to meet their rising expectations.
•Private sector productivity strategies will empower government to meet goals and drive impact: In the year ahead, Scott predicts that the public sector will adopt proven strategies already prevalent in the private sector to meet their goals. At a recent presentation he discussed using strategies like loss aversion to create urgency and garner approval for new initiatives, establishing shared goals within an organization to focus and align teams, embracing a learning culture to drive continuous innovation and prioritizing like an entrepreneur to get goals accomplished quickly and amass quick wins.
•The citizen experience will be transformed: Some government organizations are already ahead of the curve and have transformed the citizen experience by working to employ new approaches, wielding modern marketing tactics, matching their messages to the medium, leveraging behavioral insights from past campaigns and data, and delivering their services through mobile devices in an interactive way. Based on this progress, Scott enthusiastically predicts that it is not only possible to transform the citizen experience, but that it will become a reality for many more in 2016.

Stay tuned for the upcoming posts in this series, where we take a look at predictions for the other markets we serve.

source: actua.ciom
 

Shares Held - Management and Board = about 11% of the outstanding shares

ALEXANDER DOUGLAS A Officer 11/09/2015: 1,507,817 shares

BUCKLEY WALTER W III Officer 11/09/2015: 1,616,023 shares

MORGAN RAYMOND KIRK Officer 09/01/2015: 243,177 shares

GERRITY THOMAS P Director 06/19/2015: 164,064 shares

DOWNES DAVID K Director 06/18/2015: 132,519 shares

MORGAN RAYMOND KIRK Officer 06/17/2015: 243,699 shares

ADELMAN DAVID J. Director 06/12/2015: 72,221 shares

BERKMAN DAVID J Director 06/12/2015: 162,930 shares

DECKER THOMAS A Director 06/12/2015: 121,492 shares

HAGAN MICHAEL J Director 06/12/2015: 86,769 shares

ALEXANDER DOUGLAS A Officer 11/09/2015: 1,507,817 shares

BUCKLEY WALTER W III Officer 11/09/2015: 1,616,023 shares

MORGAN RAYMOND KIRK Officer 09/01/2015: 243,177 shares

GERRITY THOMAS P Director 06/19/2015: 164,064 shares

DOWNES DAVID K Director 06/18/2015: 132,519 shares

MORGAN RAYMOND KIRK Officer 06/17/2015: 243,699 shares

ADELMAN DAVID J. Director 06/12/2015: 72,221 shares

BERKMAN DAVID J Director 06/12/2015: 162,930 shares

DECKER THOMAS A Director 06/12/2015: 121,492 shares

HAGAN MICHAEL J Director 06/12/2015: 86,769 shares

Zahlenquelle: financeyahoo.com
 

http://www.instamed.com/wp-content/uploads/...-Annual-Report-2014.pdf  

The U.S. healthcare payments
market is expected to reach an
estimated $5 trillion by 2022  

Kurse unmittelbar bevor, die 9$ Marke muss unbedingt gehalten werden,
auf Monatschlussbasis.
Das ist keine Kaufempfehlung, dass ist nur eine Privatmeinung! (von einem, der sowieso keine Ahnung hat).  

in China ein Sack Reis umfällt - Kurse unter neun wären vielmehr bessere Einstiegskurse.  

Owner Name
Date
Shared Held

FMR LLC 09/30/2015 6,122,912 .
PEMBROKE MANAGEMENT, LTD 09/30/2015 3,927,915
CAPITAL WORLD INVESTORS 09/30/2015 2,602,000
VANGUARD GROUP INC 09/30/2015 2,531,005
DIMENSIONAL FUND ADVISORS LP 09/30/2015 2,282,821
BANK OF MONTREAL /CAN/ 09/30/2015 1,746,832
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 09/30/2015 1,061,279
BLACKROCK FUND ADVISORS 09/30/2015 1,010,682
POLAR ASSET MANAGEMENT PARTNERS INC. 09/30/2015 992,300 .
GOLDMAN CAPITAL MANAGEMENT INC 09/30/2015 726,000
COLUMBIA PARTNERS L L C INVESTMENT MANAGEMENT 09/30/2015 721,527
STATE STREET CORP 09/30/2015 681,719
RICE HALL JAMES & ASSOCIATES, LLC 09/30/2015 601,959
MORGAN STANLEY 09/30/2015 559,348
EMERALD ADVISERS INC/PA 12/31/2015 539,737
NORTHERN TRUST CORP 09/30/2015 430,731
KALMAR INVESTMENTS INC /DE/ 09/30/2015 383,410
BANK OF NEW YORK MELLON CORP 09/30/2015 373,379
CORTINA ASSET MANAGEMENT, LLC 09/30/2015 351,310
TIAA CREF INVESTMENT MANAGEMENT LLC 09/30/2015 259,391
GEODE CAPITAL MANAGEMENT, LLC 09/30/2015 237,979
WALL STREET ASSOCIATES 09/30/2015 213,040 )
NEXT CENTURY GROWTH INVESTORS LLC 09/30/2015 202,327
INVESCO LTD. 09/30/2015 183,511
BLACKROCK GROUP LTD 09/30/2015 180,483
WADDELL & REED FINANCIAL INC 09/30/2015 166,100
RENAISSANCE TECHNOLOGIES LLC 09/30/2015 165,919
BLACKROCK INVESTMENT MANAGEMENT, LLC 09/30/2015 156,719
D. E. SHAW & CO., INC. 09/30/2015 145,613
BRUCE & CO., INC. 09/30/2015 140,000

Read more: http://nasdaq/symbol/acta/institutional-holdings#ixzz3yc5CKgVv
 

http://www.instamed.com/  

Vertikale Services sind die Zukunft der Cloud

Der Infrastructure-as-a-Services Markt hat bei weitem noch nicht seinen Zenit erreicht. Dennoch ist Infrastruktur zur Commodity geworden und ist nichts Innovatives mehr. Wir sind an einem Punkt in der Cloud angekommen, wo es darum geht, die Cloud Infrastrukturen zu nutzen, um darauf Services vertikal aufzubauen. Dafür sind Unternehmen und Entwickler neben virtueller Rechenleistung und Speicherplatz auf Services von dem Anbieter angewiesen, um das eigene Angebot performant, skalierbar und ausfallsicher zu betreiben. Trotz des mittlerweile umfangreichen Service-Portfolios von Anbietern wie Amazon, Microsoft und Google ist weiterhin viel Zeit, Wissen, Aufwand und somit auch Kapital notwendig, um diesen Zustand zu erreichen. Weiterhin werden von den Anbietern nur proprietäre infrastrukturnahe Services angeboten, um mit der Infrastruktur zu arbeiten. Alles Weitere muss selbst unter Zuhilfenahme dieser Services entwickelt werden.

Aus diesem Grund fehlen dem Markt Anbieter von externen Service-Portfolios, die von Unternehmen und Entwicklern genutzt werden können, um fertige Services, die auf den Infrastrukturen und Plattformen selbst entwickelt werden müssten, on-Demand einzusetzen. Solche Mehrwertdienste lassen sich für ein bestimmtes Geschäftsszenario horizontal in die vertikalen Services integrieren und bei Bedarf nutzen. Diese BBaaS (Business-Bricks-as-a-Services) fügen sich anbieterunabhängig in bestehende Infrastructure-as-a-Services und Platform-as-a-Services ein und schaffen für den Nutzer einen Mehrwert. Die einzelnen Geschäftsbausteine sind standardisiert und bereits hochskalierbar und hochverfügbar als Web-Services implementiert und lassen sich einfach und ohne großen Aufwand integrieren.


Der Infrastructure-as-a-Services Markt hat bei weitem noch nicht seinen Zenit erreicht. Dennoch ist Infrastruktur zur Commodity geworden und ist nichts Innovatives mehr. Wir sind an einem Punkt in der Cloud angekommen, wo es darum geht, die Cloud Infrastrukturen zu nutzen, um darauf Services vertikal aufzubauen. Dafür sind Unternehmen und Entwickler neben virtueller Rechenleistung und Speicherplatz auf Services von dem Anbieter angewiesen, um das eigene Angebot performant, skalierbar und ausfallsicher zu betreiben. Trotz des mittlerweile umfangreichen Service-Portfolios von Anbietern wie Amazon, Microsoft und Google ist weiterhin viel Zeit, Wissen, Aufwand und somit auch Kapital notwendig, um diesen Zustand zu erreichen. Weiterhin werden von den Anbietern nur proprietäre infrastrukturnahe Services angeboten, um mit der Infrastruktur zu arbeiten. Alles Weitere muss selbst unter Zuhilfenahme dieser Services entwickelt werden.

Aus diesem Grund fehlen dem Markt Anbieter von externen Service-Portfolios, die von Unternehmen und Entwicklern genutzt werden können, um fertige Services, die auf den Infrastrukturen und Plattformen selbst entwickelt werden müssten, on-Demand einzusetzen. Solche Mehrwertdienste lassen sich für ein bestimmtes Geschäftsszenario horizontal in die vertikalen Services integrieren und bei Bedarf nutzen. Diese BBaaS (Business-Bricks-as-a-Services) fügen sich anbieterunabhängig in bestehende Infrastructure-as-a-Services und Platform-as-a-Services ein und schaffen für den Nutzer einen Mehrwert. Die einzelnen Geschäftsbausteine sind standardisiert und bereits hochskalierbar und hochverfügbar als Web-Services implementiert und lassen sich einfach und ohne großen Aufwand integrieren.
 

http://clouduser.de/kommentar/...ces-sind-die-zukunft-der-cloud-20806  

Business-Bricks-as-a-Service (BBaaS) – Geschäftsbausteine in der Cloud
[ 0 ] Mai 21, 2013 | René Büst

Unternehmen und Entwickler stecken in einem Dilemma. Auf der einen Seite soll Cloud Computing den einfachen Zugriff auf IT-Ressourcen ermöglichen. Auf der anderen Seite wird aber gleichzeitig ein enormes Wissen an verteilter Programmierung vorausgesetzt, um Lösungen zu erschaffen, die gleichermaßen skalierbar und hochverfügbar sind. Insbesondere das Thema Eigenverantwortung für Skalierbarkeit und Hochverfügbarkeit der virtuellen Infrastruktur respektive der Web-Applikation, wird von den Cloud Anbietern weitestgehend unterschlagen. Das führt zu einer höheren Wissenskomplexität bei dem Weg in die Cloud und lässt die scheinbar einfache Nutzung von Cloud Services vermissen. Weiterhin fehlen der Cloud derzeit fertige Services, die einzelne Bausteine für ein konkretes Geschäftsszenario abbilden und einfach und unabhängig voneinander adaptiert werden können

Quelle:
http://clouduser.de/stepfwd/...-geschaftsbausteine-in-der-cloud-19365  

Actua Corporation, formerly ICG Group, Inc. is a multi-vertical cloud technology company. The vertical core cloud-based businesses include BOLT Solutions Inc. (Bolt), FolioDynamix, GovDelivery Holdings, Inc. (GovDelivery) and MSDSonline Holdings, Inc. (MSDSonline), which operate in the commercial and personal property and casualty insurance, wealth management, government communications and environmental, health and safety (EH&S) markets, respectively. The vertical venture cloud businesses include InstaMed Holdings, Inc. (InstaMed) and Parchment Inc. (Parchment), which operate a cloud-based healthcare payments network and an education credentials technology, respectively. Additional owning Actua 9% of Anthem Venture.  

http://www.nasdaq.com/symbol/acta/analyst-research  

ompare with Actua

ServiceNow reported revenues of $285.7 million and non-GAAP EPS (earnings per share) of $0.19 in fiscal 4Q15, beating analysts’ expectations by $4.3 million and $0.11 cents per share, respectively. However, on a GAAP basis, the company reported respective losses of $37.4 million and $198.4 million in fiscal 4Q15 and 2015.

For fiscal 2015, ServiceNow reported revenues of $1.0 billion and non-GAAP EPS of $4.06.

Additionally, the company’s revenues reported healthy double-digit growth in 2015. ServiceNow’s revenues of $285.7 million for fiscal 4Q15 and $1.0 billion for fiscal 2015 grew 44% and 47% on a year-over-year basis, respectively. ServiceNow stated in its fiscal 3Q15 earnings release that it expects fiscal 4Q15 and 2015 revenues to be in the range of $277–$282 million and $1 billion, respectively.

Actua has 1.94-times-revenues with the 80 million cash and 1.53-times-revenues after substraction of the 80 million cash from market-cap-

Revenues wIll increase to 174 million in 2016 from 134 million in 2015 after my estimates.

That is a growth-rate of 30% - after my estimate 23% organic growth and 7% growth from small tuck-in-aquisitions.

3 of the four core-companies produced together 16 million positive cash flow from operations in 2015: Cash flow from operations for FolioDynamix, GovDelivery, and Velocity was, in the aggregate, positive approximately $2.7 million for the quarter and approximately $9.7 million for year-to-date. These three businesses will generate in the range of $16 million of positive operating cash flow in the aggregate in 2015. Bolt had another good quarter from an operating cash flow perspective, and is beginning to demonstrate encouraging operating leverage