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Investment Research for Your Business

“Thought leadership should be an entry point to a relationship. Thought leadership should intrigue, challenge, and inspire even people already familiar with a company. It should help start a relationship where none exists, and it should enhance existing relationships.” -Daniel Rasmus

Sophic Capital: Latest Research

01 Quantum: Quantum Optionality

01 Quantum: Quantum Optionality

How Investors Should Position Themselves if the Market Starts Valuing Execution Report #1 & #2 Recap Sophic Capital’s The Quantum-AI Convergence Report highlighted that the market increasingly needs practical migration and privacy solutions, not just quantum...

01 Quantum: Productizing Post-Quantum Security

01 Quantum: Productizing Post-Quantum Security

Implementation, Integration, and Customer Validation Report #1 Recap In Sophic Capitals The Quantum-AI Convergence report, we discussed how post-quantum cybersecurity is becoming a real and timely risk and market opportunity, driven not only by the eventual arrival of...

The Quantum-AI Convergence

The Quantum-AI Convergence

Quantum Risk & AI Integrity Introduction We believe the market is poised to enter a multi-year post-quantum migration cycle. Public-key cryptography remains a deeply embedded standard across enterprise software, communications, financial systems, digital assets,...

Sophic Capital: Latest Research

01 Quantum: Quantum Optionality

How Investors Should Position Themselves if the Market Starts Valuing Execution Report #1 & #2 Recap Sophic Capital’s The Quantum-AI Convergence Report highlighted that the market increasingly needs practical migration and privacy solutions, not just quantum...

01 Quantum: Productizing Post-Quantum Security

Implementation, Integration, and Customer Validation Report #1 Recap In Sophic Capitals The Quantum-AI Convergence report, we discussed how post-quantum cybersecurity is becoming a real and timely risk and market opportunity, driven not only by the eventual arrival of...

The Quantum-AI Convergence

Quantum Risk & AI Integrity Introduction We believe the market is poised to enter a multi-year post-quantum migration cycle. Public-key cryptography remains a deeply embedded standard across enterprise software, communications, financial systems, digital assets,...

Replenish It and They Will Come

From Soil Problem to Scalable Platform The Problem: Soil Degradation and Rising Input Costs In Sophic Capital’s The Fertility Problem: Soil Degradation report, we examined how modern agriculture relies heavily on synthetic fertilizers focused on nitrogen (N),...

Sophic Capital: Past Research

Kraken Robotics – Opportunities with GE and Beyond

On October 26, 2017, GE Venture company Avitas Systems partnered with Kraken Robotics to develop subsea inspection solutions for the oil and gas industry. This a milestone for Kraken Robotics because for the past two years management has been communicating a search/recovery/inspection, subscription model called Robotics-as-a-Service (RaaS) for sea drones.

PNG: Drones – From Air to Water

water covers over 70% of the earth, yet we’ve explored less than 5% of seabeds due to the sea’s hostile environment, an environment better suited for machines than humans.

PNG: Drones – A Rising Market

The unmanned aerial vehicle (drone) market is expected to be cumulatively worth $91 billion over the next decade. Although military spending dominates the industry, the industrial and consumer markets are quickly adopting drones and have decades of growth ahead.

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