artificial intelligence

July M&A Update - Our Thoughts | Analyst Notes | Deep Analysis

July M&A Update – Our Thoughts

It’s one thing to provide corporate access to video conferencing and messaging systems; it’s another challenge entirely to provide remote and tightly managed access to all the data and files those workers need to get their job done. Hence, over the next year, we can expect more deals in the digital workplace sector

Deep Learning for Documents

Reframing Deep Learning

Move over, machine learning, here come the deep learning algorithms. We predict that deep learning models will disrupt the status quo of document classification over the next 12 – 24 months, as customers discover that they can train an AI classifier with as few as five samples and deploy it in a matter of hours. Without the need for Amazon, Google, Microsoft, or IBM, and without the traditional massive compute costs and data sets associated with Deep Learning to date. Time will tell if we are right or not, but change is on the horizon.

netdocuments

Warburg Pincus Invests in NetDocuments – Our Thoughts

This past week, Utah-based NetDocuments ownership switched from Clearlake Capital Group to private equity firm Warburg Pincus, reportedly, for reportedly, over $1B documents. It’s an exciting move for NetDocuments, whom we know pretty well, for several reasons. Firstly, such a large deal will surprise many in the industry as NetDocuments, as the saying goes, flies beneath the radar.

abbyy marlin

Marlin Equity Partners & Abbyy – Our Thoughts

Today there was important news in the Cognitive Capture market. ABBYY, a privately-held company, announced an investment from Marlin Equity Partners, which will make Marlin the largest shareholder. Terms of the investment were not revealed. Marlin is a global private equity firm that acquires businesses across diverse industries and has built a significant portfolio of software companies.