Portfolio

Owner, operator, and optimiser of critical energy networks

Arcform delivers independent network ownership, operations and optimisation for complex, large-scale energy projects.

They specialise in extra-high voltage connections.

Initial investment

Website

Co-investors include

1Q26

arcform.uk

Scalable direct air capture solution

Heimdal aims to provide a scalable solution for direct air capture.

Their technology removes carbon dioxide directly from the atmosphere, contributing to climate change mitigation efforts.

Initial investment

Website

Co-investors include

4Q25

heimdalccu.com

Volo Earth Ventures, Y Combinator, Cathexis Ventures, Liquid 2,

AI rollup of residential property services

AI rollup of residential property services

Levels is an AI rollup of residential property management businesses in the UK.

Implementing AI into acquired businesses delivers more efficient and higher quality customer service.

Initial investment

Website

Co-investors include

3Q25

levels.tech

2150, OpenOcean, Kompas VC, Heartfelt

Agentic platform for supply chain management

Agentic platform for supply chain management

Magentic optimises procurement and supply chains for large-scale manufacturers.

AI Agents integrate within a customer’s systems, where they detect mistakes, automate processes, report outcomes and ensure compliance; resulting in substantial supply-chain savings.

Initial investment

Website

Co-investors include

GP commit via founder

magentic.com

Sequoia Capital, The Westly Group

Independent marketplace for energy flexibility

Independent marketplace for energy flexibility

Piclo is helping to solve the structural imbalance of intermittent demand and supply on the grid as a market maker.

They have registered 40+ GW of flexible capacity from sellers such as EVs, battery operators, and DER aggregators. Flex buyers include utilities, data centres, and energy retailers.

Initial investment

Website

Co-investors include

4Q25

piclo.com

Future Energy Ventures, Clean Growth Fund, EDP Ventures, Green Angel Ventures

Greenfield data centre developer at subsea cable landing stations

Greenfield data centre developer at subsea cable landing stations

Quadrivium Digital develops and operates tier III+ data centres in Europe.

They target strategic locations, providing carrier neutrality, scalable colocation, and direct subsea cable access.

Initial investment

Website

Co-investors include

GP commit

quadrivium.digital

Arrow Global

Communication technologies for industrial and infrastructure sites

Communication technologies for industrial and infrastructure sites

Servicom applies cutting edge data systems to deliver future proof communication solutions.

They integrate value-added applications, such as AI-enhanced video security, with unified radio networks, providing reliable communication on industrial sites.