• Non-Financial Risk Analytics for Asset Allocation

  • Our Company

    Our Mission

    We connect decision makers to rich and dynamic non-financial risk insights on public and private firms in a wide range of industries, using our proprietary KeyStone Compact platforms. Tested and validated in global economies, our company delivers granular and actionable analytics for investors, policy makers, business owners, and strategic management teams.

    Our Story

    The company was founded in 2014, based on empirical research from over 600 companies across the business lifecycle. We set out to understand the tacit knowledge gained by entrepreneurs, investors and strategic managers as they evolve professionally to build value and investment momentum for their companies. The KeyStone Compact suite of tools codifies and learns from this tacit (non-financial) knowledge, with company stage, geographic region and industry sector granularity.

    Work with Us

    We offer end-to-end macro- and microeconomic services around industry ecosystem analysis, algorithmic non-financial assessment of investment grade, asset allocation strategies, and blended finance fund designs.

    To arrange an engagement, please Contact Us

  • Stats & Figures

    We let the results speak for themselves.

    4,000

    Public and private companies analyzed

    Over $750M.

    Financing raised by top startups

    15

    Industry sectors targeted

    52/27

    Economic clusters/countries exposed

    250

    KeyStone analysts trained

    3

    Multi-Asset Renewal Funds Designed

  • Our Products

    Macro- and Micro-Economic Tools and Insights at your Fingertips

    Economic Signaling

    Industry Dynamics

    Using lagging and leading indicators, we help you design precision economic investment strategies. Understand and leverage key assets in your region or company for industrial renewal, and job creation.

     

    Risk Analytics

    Stress Testing

    Value capture and investment grade for companies across many investment domains. Identify critical success factors for leveraged debt, equity, or creative financing.

     

    Check out our app at a.keystonecompact.com

     

    For a free demo, contact us info@keystonecompact.com

    Asset allocation & Portfolio Design

    We work with our clients to optimize company benchmarks, design multi-asset funds, and asset allocation strategies customized to your investment objectives and risk:return profile.

  • Our Platform Tools

    Algorithmic Assessment of Non-Financial (Forward-Looking) Risk Metrics

    Value Capture Position

    Industry view of the firm

    How can the assets of the company be leveraged in the industry ecosystem or value chain where the company seeks to innovate or capture market value? Differentiation of the company's assets, and dependencies relative to other actors in the value chain are key.

    Investment Grade - Emerging Firms

    Investor view of the firm

    Given the value capture position, what is the investment opportunity in the company: bootstrap, non-equity, or equity investment models? Upside potential, and time-value of capital to achieve scale are key.

    Investment Potential - Corporations

    Strategic view of the firm

    For large corporates, given the position of the company in the industry, the grade of the new line of business ranges from opportunistic or competitive to more aggressive market entries marked by strategic or expansional investments.

  • Project Highlights

    Breakthrough Work Supporting our Client Services

    New! Multi-Asset Renewal Funds

    The design of industry ecosystem investment funds for Finnish, Swiss, Taiwan, and Canadian clients integrates financial network maps with KeyStone-driven asset allocation strategies.

     

    For more detail, see link.

    Advancing Financial Technology Tools

    With support from the Finnish Innovation fund, new financial technologies were integrated to drive green industrial renewal by leveraging and revaluing corporate LOBs, SMEs and startup company assets.

     

    To access the document please see free download.

    Financial Mapping of New Industries

    Since 2013, we have collaborated with UM-SMART and Ford on its transition from an automobile manufacturer to a consumer electronics firm. Financial network mapping and KeyStone Compact analysis indicate that its activities are peripheral to the core of the technology industry.

     

    For more on Ford Smart Mobility, see link. For more on UM-SMART, see link.

    Building out Global Green Value Chains

    Our partner in CleanTech,  the GCCA comprises 52 economic development clusters in 27 countries, with nearly 10,000 companies. KeyStone Compact analysis supports annual global competitions and investment benchmarks.

    Strategies for US Industrial Renewal

    Since 2014, we have worked with the AJP (funded by the JPB Foundation, New York) to design strategic approaches for greening economies by leveraging in-state assets.

     

    For more on AJP, see link.

  • Our Team

    Leadership

    CEO

     

    Entrepreneur with 20+ years global experience in green technology, business model and financial innovation. Inventor of the KeyStone Compact suite of tools. Professor at the University of Michigan, co-founder of Equarius Risk Analytics, a fintech firm focused on water, and the Global CleanTech Cluster Association.

    VP Sales - Econ. Dev. & Inst. Investors

     

    Entrepreneur with 20+ years experience in Switzerland and US. Founder of the Flyer electric bike, co-founder of swisscleantech, and the Global CleanTech Cluster Association. Board member of the Global Technology Deployment Initiative (GTDI), and the P80 Foundation - a pension fund group.

    VP Product Development

     

    Entrepreneur with 5+ years of experience in energy storage, public and private equity analysis, and cybersecurity. Work history at Dassault Aviation (France), Fives (France), Hudson & Yorke (London), and the Research Institute of the Finnish Economy (Finland).

    VP Financial Network Analytics

     

    Entrepreneur with 15 years of experience in industry foresight and economic analysis, growth finance and technology transfer. Work history at Stanford University (US), Research Institute for the Finnish Economy, and Oraklon. Co-author of 'Financial Technology for Industrial Renewal'.

  • Our Partners

    Excellence from Product Development to Deployment

    Global CleanTech Cluster Assn.

    Channel Partner

    The GCCA builds out green value systems by connecting economic development clusters globally. The D-hub platform facilitates deal sourcing between corporates and startups. GCCA companies are assessed using KeyStone tools.

    Crowd Valley

    Digital Back Office Fund Management

    The digital back office for lending and investing, we have selected this San Francisco startup to facilitate the operations of the Multi-Asset Renewal Funds

    Research Institute of the Finnish Economy (ETLA)

    Client

    Funded through the Finnish Fund for Innovation, ETLA employed KeyStone tools to assess hundreds of companies in over 15 industry sectors.

    Right Brain Networks

    IT Development Partner

    Our cloud strategy and software architecture is designed in collaboration with RBN, an Ann Arbor company.

    UM Venture Center

    Client

    U-M Tech Transfer’s Venture Center is the one-stop hub for entrepreneurs and venture firms looking for U-M start-up opportunities. We are benchmarking company investment grade using KeyStone Compact tools.

    Ford

    Client

    A collaboration between the UM smart mobility office and Ford, we provide financial network and KeyStone analysis of the emerging smart mobility industry using KeyStone Emerging and KeyStone Enterprise..

    Swiss Federal Office of Energy

    Client

    The Swiss Federal Office of Energy (SFOE) is the country's competence centre for issues relating to energy supply and energy use at the Federal Department of the Environment, Transport, Energy and Communications (DETEC).

    Green Trade Office (Taiwan)

    Client

    A partner for deployment of KeyStone tools and design of multi-asset renewal funds in emerging sectors of the Taiwanese economy.

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