Advisory Services for Investment Firms

The Challenge

Investment firms are faced with opportunities and obstacles each day. Gauging the shifting landscape to optimize the potential for existing and future portfolio investments is not an easy job. Improving your future returns requires that you have the guidance to ensure optimal knowledge of technology industry and use of it in organizations you have invested upon. To optimize customer and revenue related processes to ensure optimal use of planning across financial and people related investments.

 
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Market Competition

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Strategic Playboard

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Coordinated Planning

Ventana On-Demand as a Solution:

Ventana On-Demand (VOD) helps software providers understand market trends and maintain their competitive edge. With VOD, you will tap into a dedicated client team that provides guidance based on expertise and experience using the latest market research to build buyer trust. Empower your entire organization with access, assets and guidance from objective industry analysts to identify opportunities to sharpen your market strategy and plans, to your operational execution.

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Identify Opportunities

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Understand Market Trends

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Build Confidence

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Gain Objective Guidance

The Ventana eXperience Difference

Every organization is different and deserves a world-class experience when engaging with a market advisory and research firm. Being flexible and responsive to our clients is at the core of the Ventana eXperience and we provide a unique and tailored approach to our portfolio of services in a low risk and high value-based approach. Our goal is to help every client succeed and these are five ways we do it:

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Experience

We deliver a superior client experience using a high-touch and proactive engagement approach with a world-class team dedicated to our values.

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Expertise

We have decades of experience in our subject-matter expertise and market research provided through our analyst and product team.

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Digital

We offer a digital first approach to our community with on-demand access to a client portal for flexible self-service access to market insights and team.

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Comprehensive

We provide a portfolio of connected Consulting, Advisory, Research, and Education (CARE) products that are tailored to meet our clients’ needs.

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Commitment

We ensure our clients’ success by dedicating ourselves to provide the highest level of excellence in a reliable and teamwork-based approach.

Helping provide guidance and direction

Ventana On-Demand (VOD) enables technology providers with a comprehensive approach to work with Ventana Research in a high-value manner. The service is designed with an exclusive client portal to provide digital self-service access to scheduling industry analysts and immediate access to education and market research that can be immediately accessed, along with the ability to leverage the expertise and experience needed to optimize market strategy and improve operations across the entire organization.

SERVICES INCLUDE:

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Client Team

Dedicated team of client success, industry analyst and account director assigned to your account, with 24/7 priority concierge service and monthly cadence call.

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Client Portal

Exclusive digital access to content for license, online self-service scheduling with industry analysts and secure FileCloud access to client specific documents.

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Advisory Sessions

Receive feedback from analyst on presented topic through video inquiry session, proactive digital advisory or answers to submitted questions. Unlimited client participation.

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Market Advisory

Analyst presentation to educate on expertise or focus area with intensive Q&A. Unlimited client participation. Service level dependent.

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Validation Session

Use industry analysts to collaborate and validate or invalidate technology strategy. Service level dependent.

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Community Access

Client-level access to range of market research and education for use in internal planning and decision-marketing.

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Research Usage

Select or request research charts or facts or the analyst, industry or market perspectives from our community library to use in engaging and guiding portfolio of investments. Internal use only.

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Market Assertions

Exclusive and licensed use of market assertions that provide an industry analyst market projection on an expertise and topic area. Internal use only.

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Strategy Session

Engage industry analyst to gain insight on market and align your strategy and products to maximize potential. Service level dependent.

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Technology Consulting

Analyst consulting time to assess and research existing and planned technology strategy. Service level dependent.

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Investment References

Analysts can provide an independent discussion to potential investors and provide an independent perspective on the market. Service level dependent.

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Market Support

Provide a supporting voice in the market on the merits of the category and portfolio investment through quotes in the market and media.

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Ready to get started ?

Just fill out the form below, and a member of our client success team will reach out to help you get started with Ventana On-Demand.

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