- Data analysis is currently being disrupted at the intersection of different sectors (real estate, automotive, e-commerce consumer products).
- We believe Otonomo is set to gain momentum in the data analysis space because its business model is, in our view, sustainable and might expand into many verticals.
- Otonomo is addressing 10% of a market expected to be worth $750bn in 2030. Actually, Otonomo relies on 40mln vehicles connected to its platform.
- Our base case equity value is in the region of $3.4bn and $22.1 per share, and our best-case valuation delivers an equity value of $4.5bn and $29.6 per fully diluted share.
- Execution is the key risk we envisage.
For further details see:
Otonomo Is Creating A Digital Edge Into A Game-Changer Industry