PubliX

Investment Thesis

• Public services, education, NGOs/associations, and healthcare remain highly under-digitized with significant leeway for growth – Nordic countries at the forefront of adoption
• Public sector characterized by higher stickiness and localization compared to broader B2B SaaS markets
• Absence of pure-play GovTech and public service–focused SaaS challengers– incumbents either operate legacy systems, focus on broad / non-specialized applications or provide expensive consultancy services to reinvent the wheel

Growth and development initiatives

• Shared technical and support functions to drive efficiency and scalability
• Joint bid managers to strengthen competitiveness in tender processes
• Compliance and cyber expertise to ensure resilience and trustworthiness
• Sales excellence and partnerships to accelerate market penetration
• Roll-out of AI solutions to enhance innovation and operational performance
• Pricing optimization to maximize profitability and value capture

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