Thema

Thema builds a continuously updated model of companies, products, supply chains, ownership, people and patents across investable markets. Private equity firms and large investors use it to find markets worth entering and to see shifts affecting their holdings.

Users apply their own strategy to the model and ask strategic questions, such as which fragmented markets with recurring revenue could be consolidated, which emerging markets are becoming investable, or how a portfolio is exposed to AI disruption. AI agents work over the model to investigate the whole opportunity space.

Beyond investment decisions, the same map can point to new customer segments, critical supply chain dependencies and where specific talent sits. Access is through a demo with the Thema team.