Daniel went looking for information on three markets. What he got back was far more than he expected.
Daniel grew up on a farm in the southern Hawke's Bay. Sheep and cattle. Hill country. The kind of place where you learn to make things work with what you've got.
"I'm a farmer's son. You just get used to figuring things out."
That never really left him.
He didn't train as an engineer. His background is commercial. But he has a way of looking at things. Spotting where something isn't working. Then building a solution around it.
That's how Helix Flight started.
Prior to Helix Flight, he’d built and sold a world-leading company in the screw piling industry. Part of that journey involved working closely with other leading operators around the world, setting up a technology-sharing group and spending time inside their businesses.
And wherever he went, he saw the same issue.
The technology behind forming sectional helices was unreliable. Unsafe. Dependent on skilled operators who took years to train. Even the definition of what “good” looked like wasn’t consistent.
"It was a problem that never went away."
Not a local issue. A global one.
So he decided to fix it.
Fourteen years later, Helix Flight is the global leader in that technology. Machines and software used in 29 countries. A small team. Tight resource. Big footprint.
But growth introduced a different kind of challenge.
Not how to build the solution. How to prioritise the opportunities.
"We had a number of client types that looked like big opportunities. We just didn't know how big."
Daniel is used to moving early. He sees patterns. Spots gaps. Tests ideas. That's how the business was built.
But now the field was wider.
Multiple markets. Global reach. Different customer types. Different economics.
The question shifted.
Not is there an opportunity? But which one deserves the focus?
What he had was strong intuition. What he needed was a full picture. So he asked D/srupt to map the market.
What we found
We started with three market segments.
Not new ideas. Segments Daniel had already identified. That part was already done.
What needed to be done was build a complete picture of each one.
We mapped each one globally.
Every customer.
Where they sat.
How big they were.
What share of the total market they represented.
One example stood out.
Daniel's team had identified around 40 manufacturers in one segment. From experience, he suspected there were more.
He was right. The data revealed there were well over 120.
"That alone changed how we saw the market."
But the real shift came next.
We looked at who could actually buy their technology. And who couldn't.
Some were too small.
Some would never be price relevant.
And some they'd been spending time on were never going to convert.
That's where clarity matters.
Not to replace instinct. To sharpen it.
"If we'd kept pushing into that part of the market, we were wasting our time."
At the same time, new options started to open up.
If part of the market couldn't buy the machines, maybe the model needed to change.
Not sell the technology.
License it.
Or go further.
Supply the finished product instead. Same capability. Different way of capturing value.
"We started to see there wasn't just one way to play the market."
What changed
Daniel didn't change how he works. He just had better inputs.
For one segment, the data gave him the confidence to invest. They're now developing a new product. More price relevant. Designed for a larger portion of the market.
Without the numbers, he wouldn't have made that call.
"Without that base information, we wouldn't have had the confidence to invest."
The product is already in development. Close to launch.
In another segment, the shift wasn't product. It was model.
From selling machines to licensing technology. A better fit for how that market actually works.
And in the parts of the market they can't reach with their current offer, there's now a third path.
Supply the product, not the technology.
"We now know where we can't play. But also how we still can."
The result
The business didn't need direction. Daniel already had that.
What he needed was perspective.
· A clear view of the whole market.
· Where the real opportunity sat.
· And where it didn't.
What changed wasn't his instinct.
It's what sits behind it.
"It enabled us to decide what actually matters."
He still sees opportunities early. Now he knows which ones to back.