YPYM Venture Studio
Institutional–Grade Search Economics
Endowment. Sovereignty. Perpetuity. We do not sell campaigns. We engineer the permanent lowering of customer acquisition cost through the systematic capitalisation of owned assets. Our seven practices operate as a single, integrated treasury function — converting search from a purchased channel into a non‑depreciating institutional endowment.1. Integrated Search Capital Management
Orchestrating paid and organic dominance to defend market share and unlock reinvestable capital. Data- Tourism GDP proxy (Sage, 2025): 10% increase in search query volume → $1.4M GDP lift.
- Gartner/Deloitte (2024): Holistic search measurement makes leaders 2× more likely to exceed revenue goals by ≥10%.
- Razorfish (2025): Pausing brand‑term SEM after SEO #1 → +17% lead goal with flat budget.
- Reinvestable capital from brand‑term bid elimination
- Competitor encroachment defence on owned SERP real estate
- Organic sovereignty over high‑intent commercial queries
- Transition from last‑click debt to econometric attribution
2. Acquisition Demand Architecture
Systematic capture of commercial intent to accelerate share of wallet while preserving bid‑side efficiency. Data- NERA/Google (2024): €1 SEM → €2.50 revenue; 61% incremental (EU 2,000+ SMEs).
- Ipsos/Facebook (2023): Removing SEM collapses other channels’ ROAS by 37%.
- HBS (2023): Defensive trademark bidding prevents 14–20% market share loss.
- Incremental revenue isolation vs. cannibalisation
- Bid‑stream hygiene – elimination of non‑converting, competitor‑polluted queries
- Structural trademark defence against predatory auctions
- Cross‑channel ROAS stabilisation
3. Geographic Acquisition Velocity
Zero‑friction capture of commercial intent within defined trade areas to preserve local market sovereignty. Data- K‑State/VML (2024): 46% of 16.4B daily searches have local intent; 28% convert within 24h.
- SKKU (2019): Local search adoption gives asymmetric advantage to low‑awareness firms.
- Search Atlas ML (2025): Proximity = 55.2% of pack rank; review keyword relevance (22.8%) and count (26%) decide top‑3.
- Search‑to‑visit velocity – from local query to store entry
- Asymmetric share shift from higher‑awareness incumbents
- Review equity capitalisation for local pack dominance
- Trade‑area sovereignty against predatory geo‑targeting
4. Perpetual Demand Equity
Systematic capitalization of owned assets to capture commercial intent with zero marginal cost of acquisition. Data- Gartner (2024): SEO is the best‑performing MQL channel (16%) for $100M+ enterprises.
- Forrester/SiriusDecisions: Mid‑market firms 94% less likely to enhance search skills – durable arbitrage.
- Gartner Peer (2025): SEO now a board‑level KPI for pipeline velocity.
- Pipeline sovereignty – reduced dependency on auction markets
- Marginal cost deflation – the only channel with negative long‑run CAC
- Institutional capability arbitrage – exploit the 94% skill gap
- Asset capitalisation – converting inert content into perpetual demand
5. Discovery Arbitrage
Systematic capture of app store search gravity to convert user intent into installed assets at sub‑market marginal cost. Data- ERC/EC (2025): App Store facilitated €511Bn+ (≈GDP of Sweden). 70% of downloads originate from search.
- Oxford JECLP (2025): Ranking algorithms misalign with consumer utility – econometrically validated arbitrage.
- Keystone Strategy (2025): Improved discoverability could add £9.8Bn in UK developer revenue over 10 years.
- Search gravity capture – owning the 70% search‑origin downloads
- Ranking signal arbitrage – aligning metadata with latent demand
- Cross‑border scalability – 40%+ international downloads without proportional spend
- Discoverability tax recapture – reversing structural value leakage
6. Search Competency Transfer
Endowing enterprise teams with the analytical frameworks to govern search as a permanent financial asset. Data- Wharton‑Accenture Skills Index (2026): US labour deficit of 1.1M digital marketing workers – structural mismatch.
- Gartner (2025): 50% of CMOs cite short‑term needs impeding long‑term strategy – capability, not budget.
- IDC/McKinsey (2026): Global skill shortages to cause $5.5T losses; 87% of orgs face current/expected gaps.
- Decision latency reduction – from strategic intent to execution
- Agency dependency arbitrage – internalise high‑frequency governance
- Change management velocity – absorb AI‑mediated search redistribution
- Talent premium avoidance – upskill vs. pay 28% scarcity premium
7. Strategic Capability Endowment
Permanent internalisation of search governance through bespoke academies that outlive agency cycles and executive tenure. Data- Heliyon (2024): Corporate universities improve performance only in rapid‑tech sectors – digital marketing is archetypal.
- Emerald/IC (2018): Poorly integrated academies destroy long‑term value (-70% MVA) – we engineer the opposite.
- IMD (2025): 75% of CEOs demand proof of ROI from learning; 38% of exec participants realise salary uplifts within 12 months.
- Long‑term value engineering vs. short‑term signalling risk
- C-suite curriculum calibration – peer‑network equity for 42‑year‑old executives
- ROI measurement infrastructure – pre/post 6–12–month behavioural assessment
- Technological change absorption – permanent absorptive capacity