The Opportunity
is required to be spent on infrastructure upgrades over the next 15 years.
Renewal
Reshoring
Change
Scarcity
Buildout
Power Use
The next generation of infrastructure will be tech-native. Innovation that is venture-stage today will mature into core+ infrastructure over the next decade.
We partner with exceptional entrepreneurs building next-gen Infra-to-X “I2X” platforms.
- Delivers infrastructure outputs their customers rely on
- Treated by customers like a utility; trusted as their recurrent supplier of that critical output
- Embeds innovation within its operations; sells tech-native outputs not tech products
The Journey
Infrastructure is a regulated asset class characterised by high barriers to entry that create a complex yet rewarding path from pilot to infra-ready.
Outcomes
Cash Flows
We combine venture conviction with infrastructure execution expertise. Our wider team has taken every step on the path from pilot to core+ infrastructure platform.
The Partnership
We have so much conviction that we back ourselves with personal capital. Our diligence is supported by infrastructure experts so we do not listen to others in venture capital who say:
We are invariably entrepreneur-centric, and prioritise setting the right partnership to contribute meaningful value beyond capital for our portfolio.
