Invest in curated, high-growth and technology businesses shaping the future of AI, technology, space, defense, robotics, digital infrastructure, and sustainability.
Our investment strategy focuses on high-conviction, later-stage pre-IPO opportunities across next-gen industries.
Generative AI and autonomous agents represent the most significant shift in software since the internet. We focus on the companies building the foundational models, orchestration layers, and enterprise applications that will define how organizations operate over the next decade.
The energy transition is not a policy story. It is an infrastructure replacement cycle of historic scale. We invest in the companies developing the technologies and systems that will underpin a decarbonization global economy, where the commercial opportunity is as compelling as the structural imperative.
The commercialization of space and the modernization of defence represent two of the most capital-intensive and competitively defensible investment categories in private markets today. We focus on companies building critical infrastructure that governments and institutions depend on and cannot easily replace.
As global digital infrastructure expands, the attack surface grows with it. We invest in the companies providing the security architecture, data infrastructure, and network resilience that underpins the functioning of modern economies, and where demand is structurally non-discretionary.
Labour constraints, supply chain fragility, and advances in computer vision and machine learning have converged to make industrial automation a structural necessity rather than an efficiency choice. We focus on companies whose robotics and automation platforms are already deployed at scale.
The performance of every AI system ultimately depends on the hardware running it. We invest in the companies advancing the semiconductor architectures, specialized chips, and hardware platforms that will determine the pace and shape of AI development for years to come.
Europe
North America
Asia
Later-Stage, Pre-IPO
$5M+ Investment Ticket
Primary transactions
Secondary transactions
