Where We Invest
We deploy capital into technology platforms redefining large‑scale industries—prioritising clear paths to $1 bn+ TAM, strong unit economics, and defensible IP.
Applied AI & ML
AI spending to exceed $400 bn by 2027 (IDC).
- • Multi-modal foundation models
- • ML-Ops efficiency layers
- • AI co-pilots for vertical SaaS
Cloud & Cyber Resilience
81% of CIOs cite multi-cloud security as their #1 pain-point.
- • Confidential compute
- • Zero-trust mesh
- • FinOps optimisation
Data & Analytics Fabric
Data volume doubles every 22 months; insight latency kills growth.
- • Real-time stream processing
- • Privacy-preserving analytics
- • Synthetic data engines
FinTech Infrastructure
Embedded finance TAM > $7 tn by 2030.
- • Reg-tech orchestration
- • Credit decisioning APIs
- • BaaS layer 2
Smart Mobility & Aviation
eVTOL and autonomous freight will reshape $9 tn logistics market.
- • Hydrogen propulsion
- • Fleet telematics
- • Drone traffic management
Sustainable Real Assets
Global retrofit spend hitting $5 tn by 2030.
- • Modular construction
- • Digital twins for energy optimisation
- • Green concrete
AgriTech & Food Systems
Feeding 9.7 bn people demands 70% output increase by 2050 (FAO).
- • Controlled-environment farming
- • Bio-fertilisers
- • Supply-chain traceability
Enterprise Productivity
Hybrid work drives spend on automation > $600 bn.
- • No-code workflows
- • Vertical ERP
- • Human-in-the-loop RPA
We deliberately cap any single sector at 25% of committed capital to preserve diversification integrity.