How we engage
01
Diagnosis
What the company already owns that a technology business could be built on — data, distribution, licences, physical assets, customer relationships.
02
Construction
The venture is structured, capitalized, and staffed as a real company rather than an internal programme.
03
Re-rating
The business is brought to market on its own terms and the parent’s valuation is reassessed against it.
The argument
A technology business is valued differently from the company that owns it.
An established industrial, consumer, or financial business trades on the multiple its sector is given. A credible technology business inside it can be valued on its own economics. The firm’s research on the disruption premium sets out the conditions under which the market recognizes the difference — and when it does, the shareholder value created can be substantial.
Most incumbents already hold the raw material — proprietary data, distribution, licences, physical operations. What they lack is a firm that will structure the venture, capitalize it, staff it, and stand behind it as a founder rather than a consultant.
The asset is already there
Incumbents sit on data, distribution, licences, and physical operations that a technology business could be built on. Most have never been shown what that business would look like.
Built, not advised
GDA structures, capitalizes, and staffs the new entity, and takes a founder’s position in it. The firm has done this from zero more than seventy times.
Priced by the market
A credible technology business is valued on its own terms. That is where the multiple moves, and where the shareholder value is.
Where the firm builds
Six technology practices, one operating discipline.
Artificial intelligence
Applied AI businesses built inside existing operations — data assets identified, models deployed, and a standalone revenue line established.
Digital assets & tokenization
A decade of institutional leadership. Tokenization of real-world assets, digital asset capital markets, treasury strategy, and market infrastructure.
Robotics & automation
Automation ventures for industrial, logistics, and manufacturing businesses with physical operations to modernize.
Quantum & security
Cryptography, systems assurance, and post-quantum readiness for institutions carrying long-duration risk.
Data & infrastructure
Compute, storage, and pipeline businesses built from data an incumbent already owns and does not currently monetize.
Token economics
A named specialty of the firm since 2016. Design and review of incentive systems, supply schedules, treasury policy, and governance structures — the discipline that determines whether a token economy holds together after launch.
Corporate venture building
Structure, capital, and management for the new entity, with GDA taking a founder’s position alongside the parent company.
The thesis
A traditional company that builds a genuine innovation edge can be revalued by the market and create substantial shareholder value. The firm’s research sets out the conditions under which that re-rating occurs — and Innovation exists to engineer them for enterprises.
Value creation
Other businesses
Discuss a mandate.
Contact the firm →Capability guides
How this desk executes, in depth.
RWA tokenization advisory
Taking a real-world asset — credit, property, funds, commodities — into tokenized form with the structure, compliance, and distribution to make it worth doing.
Token economics design
The discipline that determines whether a token economy holds together after launch: supply, incentives, treasury policy, and governance.
Corporate venture building
Building a technology company inside an established business — structured, capitalized, and staffed as a real company, with the parent's valuation reassessed against it.