Under incubation
Stealth 01
Stealth startup
PORTFOLIO / OUR INVESTMENTS
Fifteen investments across five sectors, and the next generation under incubation.
Accelerated computing has become the backbone of AI infrastructure; ecosystem depth creates durable advantage.
Cloud scale and enterprise distribution position it to monetise AI across the software stack.
Data platforms gain strategic value as organisations operationalise AI on their own information.
Metabolic medicine is reshaping chronic care, with manufacturing capacity a key competitive lever.
Installed base and recurring instrument revenue reflect a long runway in minimally invasive surgery.
Scientific depth in genetic disease shows how focus can compound into category leadership.
Network effects in digital payments continue to benefit from the long-term shift away from cash.
A unified payments platform illustrates the operating leverage of modern financial infrastructure.
Digital-first banking demonstrates how lower cost to serve can expand access at scale.
Industrial automation and digital twins sit at the centre of manufacturing modernisation.
Power and cooling for data centres has become critical infrastructure in the AI build-out.
Grid upgrades and electrification create multi-year demand for specialised infrastructure capability.
Membership economics and trust show how disciplined value creation builds loyalty.
Logistics scale and commerce data reinforce a flywheel across retail, advertising and services.
Product innovation and brand clarity can carry a challenger into global consumer relevance.
UNDER INCUBATION
Under incubation
Stealth startup
Under incubation
Stealth startup
Under incubation
Stealth startup
Under incubation
Stealth startup
Under incubation
Stealth startup
Under incubation
Stealth startup
Under incubation
Stealth startup
Under incubation
Stealth startup
BUILDING SOMETHING EXCEPTIONAL?