Telehealth Market Fundamental Analysis

DELIVERABLE OUTLINES

Excel Deliverables

Sheet I includes details on the key innovator companies captured in the report along with a summary dashboard, featuring interactive graphical representations of key insights generated from the company health indexing, value proposition analysis and company competitiveness analysis. This sheet also includes details of our proprietary key acquisition targets analysis. 

Sheet II features a summary dashboard, including interactive graphical representations of some of the key insights generated related to the capital investments made in telehealth (since 2011) and our proprietary company valuation analysis (focused on the key innovator companies that have not yet gone public). 

Sheet III is a summary of insights generated from a detailed fundamental and technical financial analysis, of publicly listed ventures in the key innovators dataset. It also offers a pictorial perspective on some of the major areas of risk associated with telehealth. It is worth mentioning that for each company, there is a separate MS Excel sheet, which provides information on key financial parameters and competitive insights based on historical and prevalent trends. 

Sheet IV is a summary MS Excel dashboard, offering detailed graphical representations of the contemporary and future opportunity associated with telehealth. It also includes a collection of publicly available information on the investments made by select investors in companies that are now publicly listed. Based on the aforementioned information, the sheet offers a proprietary perspective on likely returns on investment received by the mentioned investors. 

PowerPoint Deliverable: Key Section Outlines

Section I describes the current need for telehealth solutions and services, highlighting some of their key application areas. It includes information on the various companies that are engaged in this domain, along with details of some exemplary ventures that have either succeeded or failed in this market. It also features inputs from representatives from key stakeholder companies in this domain (as stated in publicly available articles and interview transcripts). The section concludes with information on the different conferences that have been conducted in this domain in the recent past. 

The section also provides a [A] detailed analysis of telehealth focused innovator companies that were established on or after 2005. The section features basic company related details, such as year of establishment, headquarters, company size, and type of venture. It also includes [B] information on the various products and affiliated services, including analysis based on number and type of product, which are offered by the aforementioned companies. Based on the abovementioned insights, it offers a [C] quantitative perspective on the relative health (based on basic company details, product details, financing activity, and estimated revenues and profits) of the different innovator companies. In addition, it offers an informed perspective on the key [D] value proposition of the same companies based on multiple relevant aspects, namely applicability and adoption trends, treatment-related value, value to patients, value to patients and healthcare professionals, and others. Finally, based on the aforementioned inputs, the section features a detailed [E] company competitiveness analysis, offering a quantitative basis for comparing the diverse telehealth solutions captured in this report. It is worth mentioning that the analysis described in this section is based on proprietary scoring criteria, which was informed via secondary research.

Section II offers insights from a detailed [A] analysis of the funding and investment activity that has taken place in this domain, since 2011. It also includes financing category-wise trends, describing the relative maturity (in terms of number of funding instances and total capital raised) of the key innovator companies discussed in the report. Further, it features a proprietary basis for [B] estimating the relative valuation of the private companies among the key innovators discussed in this report. It is worth mentioning that the aforementioned estimations were based on information gathered via secondary research, for a sample set of companies. Key inferences drawn from the sample set were extrapolated using the appropriate mathematical models to generate valuation estimates for all companies in the dataset.

Section III is modelled in the likeness of an equity research report. It features a review of the overall telehealth market from a financial perspective and includes detailed fundamental (insights from the balance sheet, and key financial ratios) and technical analyses (insights from historical and recent stock price variations, and analysis using popular stock performance indicators) of financial data of six of the publicly listed companies within the key innovators dataset. 

Section IV includes a business risk analysis, offering insights encompassing several known categories of risk; these include operations-related risks, business-related risks, product / technology risks, financial / asset-related risks, and other risks.

Section V features is an insightful market forecast analysis, highlighting the estimated current and future sizes of overall telehealth market till the year 2035. The opportunity has been segregated on the basis of [A] key market segments (namely telemedicine (which further includes interactive patient care, store & forward telemedicine and remote patient monitoring offerings), patient portals and tele-education) and [B] geography (North America, Europe, Asia Pacific and the rest of the world). It also includes case studies of instances where investors have exited various telehealth-related ventures, offering insights on returns on investment made (based on availability of data). Based on the abovementioned details, it provided an informed opinion on the future outlook for investors in the telehealth market. 

Section VI offers insights from a proprietary analysis that leverages inputs from the startup health indexing and value proposition analysis (described in section I), to offer qualitative recommendations on companies that are likely to be perceived as key acquisition targets.