Thesis
We believe the most extraordinary work of our time is happening in frontier tech: AI, infrastructure and space.
We take part in it by building alongside the people behind it. Founders, engineers and investors get a partner inside the team, hands‑on from the first question to the closed deal.
We research investment bets, lead M&A from target search to integration, and co‑found companies through fundraising, market discovery and go‑to‑market.
What we do
We help investors decide where and whether to invest in frontier technologies. Working alongside your team, we assess what a technology can realistically achieve, when it will be ready, what it will cost, and how it fits your returns, risks and timelines.
Avanpost
How a pre‑AI business becomes AI‑native.
Most companies in private equity portfolios were built before AI. Retrofitting AI into the existing organisation rarely works: old processes, incentives and P&L protect themselves. What works is a separate unit with a new leader, built on an AI stack, that challenges the core business and over time replaces it.
- 01
Set up the unit
A separate team with a new leader, its own P&L and a clear mandate from the owners.
- 02
Build on an AI stack
Processes designed AI‑native from day one, not retrofitted onto the old organisation.
- 03
Redirect revenue
Customers, products and revenue lines move to the new unit as it proves it can serve them better.
- 04
Replace the old core
The legacy operation shrinks as the unit takes over, and the business model changes with it.
Experience
Deals we have led.
Special situation deal for a deeptech hardware manufacturer
We sourced the deal, led due diligence and now run the value‑creation plan.
Turning a deeptech company from bootstrapped to a venture model
We built the strategy and investment case and are running the round.
Sell‑side M&A advisory for a physical AI company
We prepared, structured and closed the sale while the business kept operating.
Announced soon
Deals underway now.
Deeptech infrastructure
AI data infrastructure
Agentic AI platform, M&A
Rollup in luxury travel
