Investment Thesis

New science builds
massive companies.

New science and engineering create opportunities to build massive companies and create a better future. We're here to do both.

Our Thesis

01 / Team

Deeply technical
founders.

We back scientists and engineers — founders with deep domain expertise who understand something the rest of the market doesn't yet. The best deep-tech companies are built by the people who invented the science.

02 / Solution

First, best,
or unique.

We look for solutions that are genuinely novel — first to market, best in class, or the only ones that work. If a dozen competitors could build the same thing, it's not for us.

03 / Market

Problems that
matter.

Energy. Health. Defence. Space. We invest where new science and engineering can build massive companies and create a better future. The harder the problem, the more interested we are.

Where We Invest

01
Nuclear &
Energy

Advanced nuclear, grid-scale storage, next-generation energy infrastructure. The transition requires new physics, not just new policy.

02
Biotech &
Health

Cell therapy, protein design, computational biology, diagnostics, regenerative medicine. Biology as an engineering discipline.

03
Materials &
Hardware

Advanced semiconductors, alternative materials, novel manufacturing. Physical breakthroughs that unlock technology categories that didn't exist before.

04
Space &
Frontier

In-space manufacturing, new launch economics, orbital infrastructure. The commercialisation of space is not a metaphor — it's happening now.

05
Climate &
Planetary

Carbon removal, reforestation at scale, industrial decarbonisation. Not offsets — actual solutions, built from first principles.

06
AI &
Computation

AI applied to drug discovery, protein folding, materials simulation. Compute as a scientific instrument, not just a product layer.

07
Defence &
National Security

Autonomous systems, sensing, cybersecurity, dual-use technologies. The best defence tech starts as breakthrough science with commercial applications.

08
Robotics &
Autonomy

Industrial automation, autonomous vehicles, manipulation, perception. Machines that operate in the physical world, not just the digital one.

These aren't hard lines. If you're building something genuinely hard and important — quantum, fusion, something we haven't named yet — we want to hear about it.

Does this sound like
your company?
Tell us what you're building See how we invest