Analytics
Discovering Promising AI Niches for a PE Fund
With artificial intelligence dominating the tech investment landscape, our client faced a dilemma: the sector was flooded with capital, making it challenging to identify underexplored niches with high growth potential. They needed a strategy to uncover opportunities beyond the obvious, helping them stand out in a competitive market.
60+
Slides created
30 days
Project implementation period
+1
Happy client
Blank was engaged to produce an in-depth analytical report as part of our "Beyond Now" series, focusing on emerging technologies and their investment implications.
The goal was to explore unconventional niches including AI and provide data-driven insights to guide the fund's investment strategy.
About the research
While the insights we gathered were transformative for the client’s investment strategy, we can’t share the details due to a strict NDA. Our commitment to confidentiality ensures that every client can rely on us to deliver valuable, actionable insights without compromising their competitive advantage.
What we can share is this: the AI sector is at a fascinating crossroads. With massive capital inflows, the landscape is more crowded than ever, but that doesn’t mean the opportunities are gone. The key lies in identifying unexplored niches—areas where innovation is accelerating, but competition remains manageable.
For example:
— AI and Energy. As AI adoption soars, so do its energy demands. Startups innovating in power systems and energy efficiency solutions are gaining traction.
— Next-Gen Semiconductors. The demand for advanced materials in semiconductor manufacturing is creating new investment avenues.
— AI-Powered Robotics. Beyond hype, industrial robotics is delivering measurable ROI in fields like logistics, manufacturing, and agriculture.
— Specialized AI Software. Not all software solutions are generic—some target niche markets with tailored AI applications that meet highly specific needs.
The AI sector is a constantly evolving ecosystem where the ability to identify and act on emerging trends can be a game-changer.
If you’re looking to uncover your next big opportunity in AI or other cutting-edge technologies, we’re here to help. Our expertise in market research and trend analysis can provide you with a roadmap to navigate the complexities of emerging industries. Let’s explore what’s next—together.
Content
Data Centers
Examined how investors could benefit from the explosive growth of cloud computing and its infrastructure needs.
Modernization of Power Systems
Mapped startups innovating solutions for the energy demands created by AI's expansion.
Semiconductors
Highlighted materials projected to be in deficit in the coming years and their impact on supply chains.
Software
Pinpointed untapped niches and startups worth monitoring for early-stage opportunities.
Robotics
Explored AI's industrial applications and the potential for automation-driven profitability.
Methodology
Exploration of niche databases
Our team delved into a variety of venture databases to collect and analyze data on startups, funding rounds, and investor profiles. These databases included Pitchbook, Tracxn, Crunchbase, Dealroom, the United Nations data portal, and Statista.
Insights from industry experts
To validate our findings and gain a deeper understanding of the venture landscape, we consulted with industry experts. Their insights provided valuable perspectives and enhanced the accuracy of our research.
Analysis of market reports and additional sources
We performed a comprehensive market analysis to identify emerging trends, sector growth, and potential areas for disruption. To ensure a holistic view, we incorporated information from academic journals, governmental reports, and other sources.