Thema AI

向量嵌入和大型语言模型（LLM）的最新进展为推动下一代市场发现和搜索开辟了巨大的新机会。Thema正在开发改变游戏规则的值得信赖的人工智能，以从在线文本资源中挖掘深刻的见解，使中小企业私人市场投资者能够显着提高市场发现/公司评估，投资回报率和生产力。现有的分析师驱动的软件工具，如CB Insights / Grata / Crunchbase / Pitchbook，是建立在传统的搜索技术上的，缺乏对市场和公司的上下文理解和覆盖，阻碍了发现。公共搜索引擎（b谷歌/ Bing）只提供一般信息发现，而最先进的（Valuer AI）结果很差，严重依赖于用有偏见的咨询服务来增强他们的工具（竞争对手分析：附录\_Q4）。市场映射通常由昂贵的/不可扩展的/静态的咨询服务手动执行（一次性6周项目约50万英镑）。随着市场的快速发展，这些限制导致投资者在交易中迟到（支付溢价），完全错过交易，浪费时间在手工研究任务上。本项目以现有的MVP和第一阶段的产出（附录\_Q4/Q5）为基础，开发和验证创新（工作计划：问题\_9）。为了确保解决方案的开发能够满足用户的需求，Thema将与主要目标市场的示范公司（Smedvig Capital: VC/PE投资者）以及未来增长市场的细分市场（Signal AI：规模化和Centrica：大型企业）合作，收集对产品的反馈。学术合作伙伴伦敦商学院（LBS）和剑桥大学贾奇商学院（CJBS）将完善Thema的市场分类，并进行学术研究，将Thema的数据与当前最先进的数据（Hoberg-Phillips）进行比较。该项目的成功将使我们凭借开创性的人工智能市场情报工具获得率先进入市场的优势。由于其独特的价值主张，PE/VC/对冲基金将采用该创新：使投资者能够更早地投资（增加回报）；寻找质量更好的公司（更高的退出率/退出回报率）；提高生产率：按时完成35%，并交付25%的生产率提高：（Cipher 2020，竞争对手情报工具研究）；基于4倍的发现和2倍的评估流程改进，提供1.5倍的投资回报率。创新是经济增长的主要动力（_oecd -2017）。通过改变市场和交易发现，我们将使私人市场投资者能够发现更广泛的企业家/公司，直接影响每个行业规模的整体经济增长。

Recent advancements in vector embeddings and large language models (LLM) have opened-up huge new opportunities to power next-generation market discovery and search. Thema are developing game-changing trustworthy AI to unearth deep-insights from online text sources, enabling SME private market investors to significantly improve market discovery/company evaluation, ROI and productivity.Existing analyst-driven software tools e.g. CB Insights / Grata / Crunchbase / Pitchbook, are built on legacy search technology which lacks contextual understanding and coverage of markets and companies, stifling discovery. Public search engines (Google / Bing) serve only general information discovery, whilst nearest state-of-the-art (Valuer AI) has poor results, relying heavily on augmenting their tools with biassed consulting services (competitor analysis: Appendix\_Q4). Market mapping is generally conducted manually by expensive/unscalable/static consulting services (c.£500k for one-off 6-week project). These limitations result in investors arriving late to deals (paying a premium), missing deals altogether and losing time on manual research tasks, as markets evolve rapidly.This project builds on the existing MVP and outputs from Phase-1 (Appendix\_Q4/Q5) to develop and validate the innovation (work-plan:Question\_9). To ensure the solution is developed to meet user-needs, Thema will collaborate with exemplar companies from their primary target market (Smedvig Capital: VC/PE Investors) as well as segments from future growth markets (Signal AI: Scale-ups and Centrica: Large Corporate) to gather feedback on the product. Academic partners London Business School (LBS) and Cambridge Judge Business School (CJBS) will refine Thema's market taxonomy and conduct academic research to benchmark Thema's data against current state-of-the-art (Hoberg-Phillips).Success with the project will give us first-to-market advantage with a groundbreaking AI market intelligence tool. PE/VC/Hedge Funds will adopt the innovation due to its unique value-proposition: enables investors to invest earlier (increased returns); find better quality companies (higher exit rate/returns on exit); increased productivity: 35% in time and deliver 25% increase in productivity: (Cipher 2020, study on competitor intelligence tooling); deliver ROI of 1.5x better exits based on 4x discovery and 2x evaluation process improvement.Innovation is the leading driver of economic-growth (_OECD-2017_). By transforming the market and deal discovery we will enable private market investors to discover a broader pool of entrepreneurs/companies, directly impacting overall economic-growth at every industry-scale.