We have a disciplined, thematic approach to sourcing and evaluating investment opportunities and focus on areas where we can leverage our domain expertise and networks of relationships.
Internet/Media: One of Rustic Canyon’s core strengths is our experience and networks in media – content and distribution. We leverage this to focus on companies that build and monetize large and sustainable communities and content libraries. Our unique network of relationships among the leading content owners and service providers enable us to add significant value to our portfolio companies.
Clean Technology: We have been building and refining an investment thesis in clean technology since 2001. While many emerging clean technologies are still years away from commercialization, shifting consumer sentiment is creating a number of opportunities for operating businesses. We focus on companies with attractive positions to capture shifts in large markets. Notably, we incubated US Renewables Group to focus on later stage, cash flow-based project financings in renewable power and biofuels. Our affiliation with US Renewables Group provides a strong pipeline of potential venture capital investments as well as a key resource in our diligence process.
Technology-Enabled Process Outsourcing: Since the formation of RCV I, we have actively targeted and made investments in companies that help outsource business processes. Often, these companies leverage existing technology to provide enterprises with the most effective, ROI-driven solutions.
Information Services: Given our strong experience in traditional media, we have focused on companies that seek to monetize valuable data, information and content across existing and new channels.
Wireless and Wireline Broadband: New data-rich applications (e.g., video) continue to create a need for innovative communication platforms. We focus on companies that enable consumers and enterprises to access value-added content and data across wireless and wireline networks.