IGUAKO Capital is a work of institutional fiction by the Iguako Institute for Applied Unreality. No financial services are offered, no accounts exist and nothing here is an offer, a contract or advice.About this work
George Town · 36 cities · English Domiciles Documents Iguako Network Site Index
Capital
Enquiries

Sector · Deployment

Data Analytics.

Data analytics positions are selected on one question: does the business own its inputs. IGUAKO Capital funds analytics companies that generate or licence their own primary data under a documented lawful basis, and declines those that assemble a product from data they cannot account for. Principle three of the Ethical Technology Charter is applied at diligence, not after completion.

Exposure
US$71 million across 4 positions
Positions
4
Divisions
3
Regions
3

Thesis

An analytics business without provenance is a liability with revenue attached. IGUAKO Capital pays a premium for primary data with a documented origin and a lawful basis, and accepts the smaller market that follows. The positions renew at high rates because the customer inherits the provenance along with the numbers.

Information & DataQuantitative StrategiesPrivate Equity

North AmericaEuropeAsia-Pacific

The 4 positions total US$71 million. One holds an agricultural yield and soil dataset built from its own field instruments. One supplies movement telemetry to cold-chain operators. One publishes reference pricing for regulated industrial inputs. The fourth builds analysis tooling sold to institutional customers under licence rather than as a data product. All four hold written consent or a licence for every source they draw on.

Restraint in inference is a commercial constraint as much as an ethical one. None of the four businesses holds consumer data, and none is permitted to infer anything about an individual. That narrows the addressable market and removes an entire class of supervisory and reputational risk. The Information Governance Committee approves each new data source before an acquisition proceeds.

Themes

  • Primary datasets generated by instruments the business owns
  • Movement telemetry for cold-chain operators
  • Reference pricing for regulated industrial inputs
  • Analysis tooling licensed to institutional customers
  • Documented provenance and lawful basis tested at diligence

Case studies

1 in this sector.

Insights

Research on the sector.

Data Analytics: sector briefPDF · 6 KB · Sector briefs