Investment Strategy & Decision Structuring
Blumorpho works in close collaboration with investors, corporates and public institutions to structure, assess and de-risk innovation and investment decisions in deeptech-driven solutions and environments.
What this action addresses
This action is dedicated to decision-makers looking for:
Investment relevance assessment and decision diligence at company or portfolio level
Prioritisation of technology and innovation pathways through clear strategic roadmaps
Strategic positioning grounded in cross-market, technology, industrial and investment analysis.
This action is designed for decision-makers looking to assess investment relevance at company or portfolio level, prioritise technology and innovation pathways through clear strategic roadmaps, and define robust strategic positioning grounded in cross-market, industrial and investment analysis.
How we work
Our work typically combines:
- Investment decision diligence
We combine qualified data, sector-specific intelligence and expert insight to assess technology differentiation, IP strength, market relevance and execution risks. - Strategic technology & market intelligence
We analyse technologies against real market needs, adoption dynamics and value-chain constraints to identify realistic pathways to value creation. - Comparative perspective and strategic arbitration
We provide comparative analysis of options to support prioritisation and clear go / no-go decisions in innovation and investment contexts.
What makes this approach different
- Short timelines with first decision-level analyses delivered within a few days to a weeks
- Qualified data and intelligence assets built over more than 10 years of continuous work, covering over 6 million deeptech companies worldwide
- Recognised expertise by leading industrial players, investors and public institutions.
Case examples
Each case illustrates a concrete decision context, the objective pursued and the outcome achieved.
Case - European advanced packaging strategic roadmap
Decision context
The European Chips Joint Undertaking needed to clarify its strategic and investment priorities in advanced packaging to strengthen Europe’s industrial positioning
Our contribution
The European Chips Joint Undertaking needed to clarify its strategic and investment priorities in advanced packaging to strengthen Europe’s industrial positioning
Outcome
- A co-defined strategic roadmap involving 7 leading partners and over 50 associated stakeholders
- Clear prioritization recommendations including chiplet-related strategies and Lab-to-Fab initiatives
→ Related insights available through the Pack4EU initiative
Case – Strategic repositioning and validation of a deeptech spin-off
Decision context
A spin-off project based on breath-based metabolomics and sensing technologies originally developed by Alpha MOS required validation of its strategic and investment relevance.
Our contribution
We defined a robust strategy to position the underlying technology, assess its market and application potential, and validated the relevance and credibility of creating a spin-off from both an industrial and investment perspective.
Outcome
- Repositioning of the technology towards health diagnostics, with a focus on non-invasive diabetes monitoring
- Subsequent €17.5 million fundraising, reflecting the robustness of the strategic positioning
Case – Investment opportunity assessment in edge computing IP design
Decision context
A corporate venture was reassessing its investment and divestment strategy regarding a deeptech company specialised in edge computing IP design.
Our contribution
We conducted a decision diligence assessing technology positioning, market relevance and execution risks to support an investment or divestment decision.
Outcome
- Clarification and rationalisation of the company’s positioning for scalability potential
- Investment by a leading deeptech growth-stage fund, supporting the company’s transformation and scaling
Case – Strategic evolution of an industrial business model
Decision context
Pfeiffer Vacuum, a global industrial group, initiated a strategic reflection on growth and differentiation opportunities, leveraging digital solutions to evolve its positioning within semiconductor environments.
Our contribution
We assessed strategic options for the evolution of the business model, focusing on value creation beyond equipment sales.
Outcome
- Definition of a service- and data-enabled positioning to move higher in the semiconductor vacuum value chain
- Identification and prioritisation of two high-potential digital services complementing existing solutions
- Direct contribution to internal decision-making and long-term investment planning