thematic approach

thematic approach

General Atlantic devotes significant effort to analyzing industry trends, understanding competitive dynamics and developing relevant expertise and investment themes on a sectoral basis. Our sector teams are constantly refreshing our intellectual capital and developing robust investment themes that can be leveraged globally.

Based on extensive industry, operating and investing expertise, GA applies the following criteria in identifying attractive investment opportunities:

     •  Strong market position and favorable industry structure

     •  High quality, experienced management team with aligned incentives

     •  Deep, addressable and rapidly growing market

     •  Sustainable competitive advantage with intellectual property and high barriers to entry

     •  Proven, profitable and sustainable business model

     •  Identifiable levers for value-creation

Our capital partners, portfolio companies and employees share a common vision for long-term growth.