Mainstreaming The Intruder - Why Alternative Assets are Not Alternative

The same drug might kill me, but save your life.?We have different DNA, different blood types.?Our systems integrate differently with the drug.

The same investment might be risky for you but a great opportunity for me.?We have different experiences, different networks, different insights and assets bases from which to add value to the underlying venture.

If Darwin understood that the fit survive, VIVA Investment Partners – www.vivapartners.net ?understands that the survivors learn, and through learning, we thrive, prosper and win.

They and we learn by spending time with people who live in the future but come back to operate in the present every day.??We live in EntrepreneurCountry.

The future always arrives.?Shift happens.??The horse and carriage to the car.??The pen to the computer.??The fire to electricity.??

The Velocity of Shift

Those who shift first and decisively, gain momentum and the best opportunity to establish a dominant market position in a blue ocean.

When you are swimming in a blue ocean, you get to decide where to put the harbour, and the coral reef, the lighthouse, the islands, and the shore.??You create the transportation links, and the protocols for the yachts and the rules of the game.

And you can’t win unless you set the rules of the game.??No one created massive human impact for positive change or became a billionaire without creating the rules of the game.

So which game will you play, and what rules will you write?

Today wealthy people are looking for Alternative Assets to invest in.

Alternative Assets include private companies, illiquid funds, and new assets classes.?The entire technology venture capital world is part of the Alternative Assets categorisation.?High-velocity ‘start-ups’ which are changing the established companies are typically the sought after Alternative Assets including property as well.??Within the tech space, we know that the Disrupters are now the Enablers.??A new Common Sense is being born.??

Alternative Assets are mainstreaming.

The pair of glasses to wear through this period is the pair which helps you see the playbook, the design of the landscape so that you can apply everything you know to the future you choose.

If you are running a large established business today, you know how to break into your house figuratively speaking.??You know which latch is loose and which door is broken.?You are vulnerable to the intruders.??But the pair of glasses, the map, the playbook should tell you how to turn the intruder into a guest.

Today the Mittlestadt businesses of Europe are turning over the keys to the car to the next generation.??The 40, 45 year olds have an ambition to lead in the future that they will build.??They need a map, a pair of glasses and a playbook.

Their private banker may tell them to invest in safe stuff but what’s safe??And what is his /her motivation???How is he/she paid???Does investing in ‘safe’ help me get to the future faster or win bigger?

I want not only to not lose my money; I want my money to have impact and to multiply.??I want my money to generate wealth, and my gut tells me that that doesn’t happen by being safe but by being smart.

If there is a pattern to the new common sense which is emerging then I want to see and analyse the elements sooner so that my own brain can digest and integrate what I know with what I learn.

Today, there is little discussion between the venture capital backed startups and the established Mittlestadt industrial giants.

Not Real Discussion.??Oh sure there are hackathons, and buzz words, and networking events, and M&A, corporate venture capital and more.

If one analyses why Tesla has achieved a market capitalisation greater than the entire automotive industry, or why Uber, AirBnb have grown faster than the industries they are disrupting, or why Apple, Amazon, Meta and Alphabet have trillion dollar market capitalisations, the answer is that they discovered the design of the future earlier.

The winners of the era are those companies who organise the economics of the ecosystem in which they are operating.?Ecosystem Economics? firms drive the profits not only of themselves, but they grow the profitability of the ecosystem in which they lead.

The effect of Uber is that more people take temporary transportation than in a Black Cab centric world.??Uber triangulates the share of the transaction among the driver, the user and Uber.??Uber benefits from the data of both to drive ARPU per user.???Following Metcalfe’s law, the community grow.

So if Sotheby’s wants to grow the number of users buying art, find the Uber of Art.??(PS – I know where it is.)

Xpay - Xpay - Branded Debit Cards that Bring Your Audience Closer ?may look like a credit card company for brands.???What it really is is a loyalty and customer acquisition platform which enables brands to become Ecosystem Economics firms.

Aladdin - The Middle East's largest marketplace for mobile and broadband services (aladdin.life) may look like a shopping application.?What it really is is a way for the telco’s to become Ecosystem Economics? firms as they lost out when the app stores of Google & Apple moved in.

Vortx Vortx Capital - Home may look like a payment application.?What it really is is a way for banks to shift.???They must shift from SWIFT to the Future.

So it turns out that Alternative Assets are not so alternative after all.

They are mainstreaming, and they are critical path.?In fact, they are critical to your path. The choice of investing in this start-up or that tech fund is not the problem to be solved.

As Billy Beane said in Moneyball:??Moneyball (film) - Wikipedia “Adapt or die.”

If I know that the future is going to come, then believing that the cashflows of today will persist as the intruders unlatch the window is not smart, nor is it safe.?It is hope above experience, and faith that one can slow down the velocity of shift.

One cannot change either the design of the future, or the velocity of shift.???One can only get fit by learning fast by people who are already in the future.

At VIVA Investment Partners, during our first five years, we have brought the code writers of the future, and the builders of industry, economies and societies together regularly.

FOLLOW THE ENTREPRENEUR??https://globalftenetwork.com

Throughout history, the capital has followed the purveyors of the ideas which built society.??Capital Follows Ideas; always has, always will.

By underestimating the entrepreneur, you allow him/her to build a balance sheet and to create an Ecosystem Economics? Enterprise.???By befriending the entrepreneur, you can learn what he knows and chart the future of your business and the market together.

If you want to build a financially sustainable future for the world in which you live, and the market in which you operate, then join us on the journey of mainstreaming the intruders. ?By engaging with the disruptors, you enable your future.

If you would like to diversify your assets and wealth across several ecosystems, with a Service Level Agreement, please do get in [email protected]