INVESTMENT UNIVERSE

A connected view of the sports economy.

Five areas of inquiry. One discipline: understand how value is created, sustained and exposed to risk.

01 / Sector perspective

Sports Clubs

Professional and community clubs that connect sporting participation, competition and local identity.

Business model: Membership, ticketing, sponsorship, media distributions and player development.
Value drivers: Supporter loyalty, governance, talent pathways and recurring commercial relationships.
Key risks: Sporting volatility, wage inflation, ownership concentration and league dependency.
Research focus: Revenue concentration, operating cash needs and the balance between sporting and commercial goals.

02 / Sector perspective

Competitions, event formats and rights that bring audiences and commercial partners together.

Business model: Media licensing, sponsorship, ticketing, licensing and event services.
Value drivers: Rights ownership, audience retention, distribution reach and repeatable event economics.
Key risks: Rights disputes, cancellation, media concentration and dependence on major sponsors.
Research focus: Rights duration, event-level economics and the durability of audience engagement.

03 / Sector perspective

Products and services that support participation, training and the wider sports ecosystem.

Business model: Programme fees, product sales, subscriptions, franchising and business services.
Value drivers: Retention, brand trust, delivery consistency and local market density.
Key risks: Seasonality, staff dependency, customer acquisition costs and service quality.
Research focus: Unit economics, customer cohorts, operational repeatability and cash conversion.

04 / Sector perspective

Digital tools and enabling technologies for athletes, operators and audiences.

Business model: Software subscriptions, hardware, licensing and transaction-based services.
Value drivers: Workflow adoption, data quality, integration depth and measurable user value.
Key risks: Privacy, unproven demand, platform dependency and rapid technical change.
Research focus: Customer retention, implementation costs, data permissions and defensibility.

05 / Sector perspective

Venues and facilities that enable training, competition and community participation.

Business model: Facility hire, memberships, events, concessions and operating partnerships.
Value drivers: Location, accessibility, utilisation, lease security and maintenance discipline.
Key risks: Capital intensity, low utilisation, planning constraints and lifecycle costs.
Research focus: Demand catchments, occupancy scenarios, lease terms and whole-life cash needs.

OPEN TO PERSPECTIVE

For research discussions and strategic partnerships across the sports economy.