Focus
Technology.
We invest in technology that has moved beyond the idea — where adoption, revenue or protected intellectual property can be measured.
What we look for
- 01Infrastructure software and platforms
- 02Applied mathematics, simulation and AI with real deployments
- 03Financial and settlement infrastructure
- 04Energy technology and grid-related systems
- 05Patents, licences and IP portfolios with identifiable licensees
How we measure it
Adoption
Users, deployments, contracted volume
Economics
Recurring revenue, margins, licence income
Protection
Patents granted, licence terms, switching costs
Technology is an asset when its value survives without the pitch deck.