L1
Abundance engines
AI, robotics, autonomous labs and machine production.
Investment thesis
Investing across the intelligence economy.
We back technologies that expand productive capacity, protect durable scarcity or unlock regulated access - while preserving ownership, choice and human agency.
L2
Scarce complements
Energy, compute, infrastructure, proprietary data and distribution.
L3
Regulated gateways
Finance, insurance, healthcare, defence, identity and mobility.
Crossover allocation
One platform, across the full company lifecycle.
1/3
Early stage
Foundational technologies and teams at formation.
1/3
Growth
Companies scaling products, distribution and operating capacity.
1/3
Pre-IPO
Mature technology businesses approaching public-market readiness.
Flagship
Across the portfolio
Exits
Companies where we have fully or partially realized our position.
