Integral's use of major investment themes narrows the investment universe of information and life sciences companies down to a scope of investment opportunities that are best managed by a small, highly integrated team.

In the information sciences, Integral invests based on three major themes:

I. Communications-centric computing
The ubiquitous computing and communications standards of the Internet provide a framework for information-rich business services.

II. Real-time computing
Real-time data and interactivity enable immediate business analysis and execution.

III. Mobility
Software and services should be accessible anytime, anywhere, and through any device.

The Internet drives all three of Integral's major information technology investment themes. Cheaper computing power, more bandwidth at lower prices, and server-centric software are leading to a world of information-rich Internet services that empower decision-makers with accurate, real-time information. By utilizing the exponential forces of Moore's law and Metcalfe's law, the Internet encourages rapid development of low-cost business relationships. The Internet also liberates emerging competitors by allowing them to undermine traditional information control, price discrimination, customer relationships, and distribution channels. The Internet is delivering both buyers and suppliers better information and lower cost transactions.

In the life sciences sector, Integral focuses on emerging medical technologies and health care information systems. In terms of disease targets, Integral is particularly active with companies targeting the cardiology and oncology markets.