ARK’s ideation and investment process are driven by an Open Research Ecosystem, which seeks to capitalize on rapid change through the convergence of insights. We believe a combination of top-down and bottom-up research allows us to size the investment opportunity of disruptive innovation and detect companies best positioned to benefit.
To gain a deeper understanding of quickly changing themes, we employ a patent-pending open research ecosystem, to gather information, both helping to define and refine our internal research process. Inputs include theme developers who are thought leaders in their fields, social media interactions, and crowd-sourced insights as people respond to ARK’s public research. By applying technological concepts and external inputs to traditional approaches, ARK seeks to create a more transparent, creative, and interdisciplinary process.
ARK’s bottom-up analysis begins with the aforementioned, distilled group of potential investments, not a benchmark. ARK scores potential investments based on six key metrics to quantify the companies in the context of the opportunity. ARK’s proprietary scoring system includes a valuation and revenue model with an investment horizon of five years.