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-generation Infra-to-X “I2X” platforms.
- The platform is the infrastructure layer: delivers a critical outcome not a product
- Treated by customers like a utility: the trusted, recurrent supplier of that outcome
- Holds multi-year contracts and/or assets that lower its cost of capital
Your 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.
Our 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.
