Monthly Archives: July 2021

CS Disco IPO – $2.5B Market Cap from $30M 2020 Loss?

I am generally bullish on what I consider to be the undersized eDiscovery market. The $44 stock price spike after the CS Disco’s IPO equates to a $2.5B market capitalization. That is a 36X MULTIPLE of CS Disco’ s reported $68.4M 2020 revenue. Red flags pop up for me considering that CS Disco lost $29.8M in 2020 and $22.8M in 2019. According to the [...]

By |2021-07-23T12:23:30-05:00July 23rd, 2021|Platform, Provider, Essay|0 Comments

IPRO-ZyLAB: Further eDiscovery Consolidation

Yet another acquisition in the accelerating consolidation of the eDiscovery market space. In this case there is some functional overlap offset by clear differentiation in solution strengths. In my opinion, both players peaked early in the eDiscovery market and were being left behind until recently. Maybe the ParkerGale Capital money and guidance will forge a real competitor to the evolving Relativity-Reveal-Exterro battle royal.  For [...]

Use Any of These eDiscovery Platforms? Neil is Selling Your Info – Part 2

Note: This is just a quick follow up with the data aggregator's explanation of their opt-in sourcing and GDPR compliance. If you missed yesterday's installment in my ongoing curiosity research on how our personal contact information gets aggregated and sold, read it here to make sense of the reply below. My take is that once you 'opt-in' to any website with a thousand word [...]

By |2021-07-08T15:45:58-05:00July 8th, 2021|Essay|1 Comment

Use Any of These eDiscovery Platforms? Sofia is Selling Your Info

NOTE: This piece is a continuation of my adventures baiting those pesky data merchants hawking our PII to marketers with the audacity to send blasts of unsolicited emails packing our Inboxes. Last December I documented my attempts to understand who exactly was offering me your personal contact information. This latest solicitation (below) offered up qualified users of Relativity, Nuix and other well known eDiscovery [...]

By |2021-07-08T15:23:38-05:00July 7th, 2021|Essay|0 Comments

eDJ Brief: Exterro’s New Review Platform

A.I. driven review platforms seem to be a hot trend. First Reveal Data, followed by Relativity’s acquisition of Text IQ and now Exterro releasing a new review offering based on ‘deep learning’.  I always want to understand the tech and mythologies underlying solutions. Ajith Samuel and Bill Piwonka at Exterro were kind enough to walk me through Exterro’s investments in A.I. going back to [...]

By |2021-07-06T11:52:06-05:00July 6th, 2021|Platform, Provider, Analytics, Corporate, Essay, Firm, Analysis, Review|0 Comments
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