CapitalX is a corporate strategy and advisory firm, with a specialized focus on innovation and technology. We use market research and data science to gain perspective on market opportunities and business challenges. These insights allow our clients to de-risk key decisions and execute strategic initiatives with confidence.

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Providing insights to make better decisions & execute with confidence
July 2020
i n f o @ c a p i t a l x p a r t n e r s . c o

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CapitalX Partners
Insight Specialists
CapitalX is a corporate strategy and advisory firm, with a specialized focus on innovation and technology.
We use market research and data science to gain perspective on market opportunities and business challenges. These insights allow our
clients to de-risk key decisions and execute strategic initiatives with confidence.
Our leadership team, include seasoned investment professionals and top rated technology analysts. Our mission is to is to uncover value for
our clients by leveraging our natural curiosity and passion for markets.
CAPITALX PARTNERS
Deep Network
Including strong relationships with
> 70 private equity firms,
>20 Family offices &
>100 JSE Asset managers.
Sector specialists
Specialized focus on innovation
and technology
A team of rated analysts
Dirk Noeth – Financial mail top
technology analyst in SA
2012 | 2013
Roelof Brand – Financial mail top
technology analyst in SA
2015 | 2016 | 2017

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Executive Insights
Our team of analysts specialize in sourcing purpose led data to
generate key insights, which enable our clients to execute smart,
informed decisions
We use the following capabilities to generate key insights for our clients:
• Market Analysis: Research designed to identify key market trends
before they impact your business;
• Technology Trends: Analyzing emerging technologies and identifying
risks and opportunities for our clients;
• Economic Insights: Understanding how macro economic forces may
impact your business;
• Industry Analysis: Research into the trends diving particular industries;
• Market mapping: Identifying key market participants and analyzing
their relative positioning, with regard to business model, pricing
strategy, traction and overall competitive advantage;
• Market sizing: Quantifying the size of potential market opportunities
and sectors;
• Product gap analysis: Analyzing sectors to identifying market gap’s for
new products or services;
• Competitor Research: Research aimed at understanding and
improving your competitive positioning and pricing strategy;
• Market Impact assessments: Analyzing how a particular strategy may
impact the market directly and indirectly;
• Sales forecasting & Scenario Analysis: Quantifying your strategy
through a financial model, which allows us to analyze different
strategies and scenarios.
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Corporate Finance and Advisory
Our team of investment professionals is able to assist our clients with
transactional advisory services including M&A search, capital raising
and deal structuring.
Core services Include:
• Transaction advisory: Helping our clients structure transactions and
execute deals in an effective manor;
• M&A Search: Utilizing market mapping techniques and fundamental
analysis to identify strategic acquisitions for our clients;
• Capital raising: End to end management of the capital raising process
for clients;
• Financial due diligence: Offering in depth financial analysis and
assessments;
• Commercial due diligence: Leveraging our sector experience to
assess commercial viability and business model success;
• Pitch decks & IMs: Developing institutional quality investor content;
• Independent Valuations: We provide our clients with expert
independent valuations that can be utilized for corporate or legal
purposes.
• Business Health check: Assessing the financial health of the company
& providing actionable steps for improvement;
• Company Valuations: Understanding the value drivers of the business
and setting key KPI’s designed to optimise them;
• Financial Modelling: Developing detailed financial models that
capture the financial impact of a new strategy or project; Analyse
existing models and adjust and improve to help scale and enhance
executive insights.

6. CAPITALX PARTNERS
CapitalX Insights
Recommended Reading
Coming Soon:
The Evolution of Health Tech
Insights on how technology is changing the future of
healthcare
In this report we investigate the evolution of healthcare
technology, covering aspects of telehealth, the
proliferation of mobile medical devices and the future of
healthcare and related services.
Of specific interest is the impact of Covid-19, which has
triggered a rapid acceleration of remote monitoring and
care of high-risk categories.
Coming Soon:
Business Process Automation
Insights Into The Global Robotics Sector
A platform that provides online “care coordinators” that
are trained to assist Seniors with a variety of non-medical
tasks, including transition advice, sourcing and vetting in-
home care providers, researching senior living
Please download our latest insights from www.capitalxpartners.co.za
The Rise of Robots
Insights Into The Global Robotics Sector
In this report we analyze the growth in the global
Robotics Market, identifying key trends driving
demand. In part one, we explore the impact of digital
technologies and the emergence of “Advanced”
Robots, which incorporates the cloud based
technologies , including AI and machine vision, to fulfill
increasingly complex tasks.

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Mark Bryson, CFA
Partner
Dirk Noeth, CFA
Partner
Leadership Team
CAPITALX PARTNERS
Roelof was voted South Africa’ top
technology analyst from 2015 to 2017, while
working as an equity analyst for Avior
Capital Markets.
Prior to this, he completed his articles at
KPMG and worked at Old Mutual
Investment Group as a financial manager.
Roelof is a founding partner at CapitalX,
where he has worked as a transactional
advisor, managing various capital raising
processes.
Mark began his career as rated equity
analyst at Avior Capital Markets, providing
research and due diligence services to top
asset managers.
More recently, Mark assisted in the launch of
numerous technology startup’s, before
founding CapitalX in 2018.
At CapitalX, Mark has managed numerous
capital raising processes and advisory
engagements.
Dirk has more than 15 years’ experience in the
investment industry in roles as portfolio manager,
investment analyst and derivatives trader.
He has formed and integral part of the Centaur Asset
Management investment team that won numerous
industry awards (Raging Bull and Morningstar) from
2016-2018.
Prior to that, Dirk received numerous top analyst ratings
across multiple sectors while working as an analyst at
Avior Capital Markets. He was voted South Africa’s top
technology analyst in 2012 and 2013.
He is an avid technology enthusiast and has spent time
in Silicon Valley investigating start-up and venture
capital culture and strategies. He brings with him a
wealth of experience, with a focus on business strategy,
asset valuation and innovative solutions.
Roelof Brand, CA (SA)
Partner

8. 8CAPITALX PARTNERS
About CapitalX
CapitalX is a corporate strategy and advisory firm, with a specialized focus
on innovation and technology.
We use market research and data science to gain perspective on market
opportunities and business challenges. These insights allow our clients to
identify market opportunities, de-risk key decisions and execute strategic
initiatives with confidence.
FOR MORE INFORMATION:
https://www.capitalxpartners.co.za
Disclaimer:
CapitalX Partners. All rights reserved.
The opinions expressed herein are made in good faith and, while every care has been taken in the preparation of
this report, CapitalX Partners makes no representations and gives no warranties of any kind in respect of this report,
including (but not limited to) the accuracy or completeness of any information, facts and/or opinions contained
herein. CapitalX Partners cannot be held liable for the use of and/or reliance on the opinions, estimates, forecasts
and findings in this report. The content of this report includes certain forward-looking statements that are based on
CapitalX Partners’ current views and assumptions which are subject to a variety of risks and uncertainties that could
cause actual results to differ materially. Therefore, this report is for informational and educational purposes only and
should not be construed as investment advice. All content is subject to change without notice.
The information contained in this document is confidential, privileged and only for the information of the intended
recipient. This report may not be used, published or reproduced in any form, or referred to in any publication, without
the express written permission of CapitalX Partnerss.
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