Ideas validated at our own risk
Companies start from industry theses of the studio and pass the stage gates with the studio’s capital: by the time a partner meets them, validation has already happened.
The model
Open Innovation
Startup Bakery companies are born to be integrated: every journey points to an exit towards an industrial partner, which absorbs them as its own business units. This is the studio's contribution to open innovation: delivering to the market companies that are already validated and ready to be internalised.
01 / The dilemma
Make or buy, solved.
Anyone leading innovation in a structured company knows the dilemma. Building internally means long timelines, procedures designed for the core business and the risk of falling in love with your own ideas. Acquiring a startup born elsewhere means buying something that was never designed to be integrated: difficult valuations, synergies still to be proven and integration costs that are almost always underestimated.
The studio's model is the third way: companies built outside the partner's perimeter, with the studio's capital and method, but designed from day one to become someone else's business unit. The partner is not buying a bet: it is buying a company that has already passed the test of the market, in an industry it knows.
02 / How it works
The studio absorbs the risk.
A permanent observatory
The portfolio is an always-on observatory of verticals in transformation: the partner can follow, from the earliest stages, the initiatives that touch its industry.
Progressive entry
The partner can join the cap table in the early stages, watch the company grow from up close and build the relationship before any acquisition decision.
Integration by design
Every company is built to be internalised: documented technology, structured data, market presence. Integration costs, so often underestimated, are here part of the project from the start.
03 / The value for the partner
More than a software product
What the industrial partner acquires carries a strategic value beyond a software product: a vertical company with a consolidated market position, direct relationships with end customers and proprietary data generated by delivering the service.
An acquisition that brings into the company not just technology, but industry expertise, an operating presence in the market and a flow of data the partner could not produce on its own.
Innovation doesn't happen in fits and starts.
The studio's model makes it a continuous process.