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Backing enduring value.

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Independent investing.

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Portfolio

Select Investments

A focused set of companies held with conviction for the long term.

Direct
Industrial

SCHWAPe Group

Direct investment and board seat. A group operating across industrial sectors with a long-term, operationally intensive approach to value creation.

Board
Visit
Direct
AI

Dreamfold AI

Direct investment in an AI-native company pushing the boundaries of what machine learning can do at the frontier of structural biology and molecular design.

Visit
Direct
Healthtech

MyMilo

Direct investment in a healthtech app for kids and families, building better everyday support around child health and wellbeing.

Visit
Co-Invest
Deep Tech

Nautica Technologies

Co-investment in a deep-tech company developing advanced technology for maritime and ocean industries.

Visit
Co-Invest
Insurtech

Corgi Insurance

Co-investment in an insurance company rethinking how coverage, distribution, and customer trust can work in a modern market.

Visit
Co-Invest
Tech

Sitegeist

Co-investment in a technology company delivering digital products and services with a focus on craft and long-term client relationships.

Visit
Silent
E-Commerce

ecomcoder

Building the infrastructure layer for modern e-commerce operations, quietly, efficiently, and at scale.

Visit
Silent
Tech

Forithmus

Algorithmic systems applied to complex operational problems. Work that compounds in the background.

Visit
TBA
Undisclosed

Stealth Co. I

To be announced soon.

TBA
Undisclosed

Stealth Co. II

To be announced soon.

TBA
Undisclosed

Stealth Co. III

To be announced soon.

TBA
Undisclosed

Stealth Co. IV

To be announced soon.

3Direct
3Co-Investments
2Silent Partner
4TBA
IndustrialAIHealthtechDeep TechInsurtechTechE-CommerceUndisclosed

Portfolio details shared in direct conversation.