Investment Case - Learn More

The Investment case – Maximise profits through system efficiencies

How do we raise money to secure the necessary IP, funds and operational support to enable the establishment of Unidata CommunityLink as an open data ecology and decentralised autonomous network that cannot be privately owned or controlled?
To solve these issues we have designed and are advocating the Social Capital Investment Trust (SCIT) collective investment methodology to separate the commercial build, risk and ongoing development requirement from the “Unidata the "open ecology" governance role operating as commercially neutral infrastructure for all humans in perpetuity. The SCIT will build the system asset on behalf of its Unidata Foundation client.

Separating the commercial build risk from the “open data ecology” client and system users enables us to bring together the multiple players, IP and operational processes together with the ability to plug in and out as they become obsolete (so it cannot be held captive to existing "capital ROI's) without disruption to the system and to ensure a smart “continuously learning” organisation?

This also provides the underlying commercial case to secure funding for the Community Access “Workstream” project challenges as they are the system asset users so their establishment are critical to the investment and deployment process. This is achieved by a unique multi funds approach and integrated portfolio design which we have applied to the Phase 1 smart city business case.

Social Capital Investment Trust – Multi Fund & Integrated Portfolio Design

The collective investment approach eliminates the need for duplicated capital raising activities enabling us to present a much stronger collaborative investment case without conflict of interest. The role of the SCIT is to secure the IP, build the core UCL system asset on behalf of Unidata Foundation and fund the Access project workstream challenges in return for an annuity revenue stream to Foundation investors to enable them to continue their good works.

The SCIT design is an elegantly simple but sophisticated Portfolio Asset Management approach incorporating three funds as part of an Integrated Portfolio strategy to deliver to the multiple stakeholders and UCL system.

  1. Knowledge Infrastructure Fund (KIF)
    KIF is the investment vehicle which will receipt investment funds of $25m as follows

    • Retain $8.5ml to fund the new product development team & development of the UCL IOT system build
    • Seed Portfolio Integration Asset Fund (PIA) with $0.5ml to secure the IP it needs for the UCL build
    • Seed the Strategic Investment Fund (SIF) $16 ml. By seeding SIF KIF creates the clients for its product which does not currently exist in parallel to its build on their behalf.
  2. Portfolio Integration Asset Fund (PIA)

    • PIA fund will use $0.5K seed funding to secures core IP to the Project UCL system specification and maintain this fund until it receives IP royalty payments to distribute to IP licensees.
  3. Strategic Investment Fund (SIF)

    • SIF funds of $16ml will be made available to stakeholders via Project UCL Workstream challenges to establish the UCL open data ecology

Why the Multi fund approach? The simple answer is risk management. Placing the IP, build and strategic partner funding risks areas into separate funds provides the legal basis to engage with the holistic requirements of the system build and ongoing operation, in a way which reduces the risk for all collaborators and protects the interests and integrity of the system as a whole. We call this “integrated portfolio approach Holistic Capital Management. Continuous learning, improvement & adaption is fundamental to a smart system. It cannot be held captive to existing "capital ROI's". The initial SCIT KIF Phase 1 “smart city” Integrated Portfolio design provides a practical application.

In essence using a collective capital raising vehicle such as the SCIT Institutional Trust structure with its unique portfolio design and integrated or Holistic Capital Management approach enables us to bring the necessary players around the project. It enables us to secure the multiple IP sources, build the system, fund the international cooperation model and establish the system not for profit interlink partners fundamental to an open ecology without conflicts of interests

The Core benefits of the Social Capital Investment Trust methodology

  • Provides a single collective investment & engagement point for securing IP & investment to facilitate ongoing system & product development
  • The system & IP created by the SCIT on behalf of the community is to be owned by the “Unidata” Foundation to ensure open ecosystem perpetuity.
  • Has a globally applicable Smart City Phase 1 system re-engineering investment & business case commercial start point which creates a self funding model and path
  • Creates an internal “social capital bank of investment funds” to fund the new system deployment and fund transition from the old disconnected system to the new inter-operable system (Data Transvestment)
  • Maximises system efficiency profits through simultaneous new system value/data creation via placement of the new smart interlinks and tactical data transition from the current system to maximise the emergent system’s competitiveness"

Who manages it?

As with any major Infrastructure Trusts the SCIT will have an Asset Manager (50% owned by the Unidata Foundation) with a unique global mandate & social capital purpose to fund the ongoing development of the underlying infrastructure asset. We are seeking to engage with values aligned global Foundations & investment experts to partner in the ongoing development of the SCIT and its “sustainable value creation and its equitable distribution” investment mandate.

The creation and funding of a new generation Social Capital Investment Trust/Bank funded through annuity style revenues stream from a community monopoly infrastructure is a key strategy to support our transition to a new economy based on the Regenerative capitalism. Additionally it will deliver a Design model for international cooperation approach to address global problems by “maximising profits from system efficiencies” and the equitable distribution of these benefits via a new social (internet) contract.