Investment Themes

We invest in technology businesses developing software, platforms, digital infrastructure and technology-enabled solutions that improve how organisations operate and compete. Areas of interest: • Enterprise software • SaaS • Cloud technologies • Cybersecurity • Digital platforms • Data infrastructure • Developer technologies

We are interested in businesses applying artificial intelligence to transform industries, automate complex processes and create new products and services. Areas of interest: • AI platforms and infrastructure • Applied AI • Machine learning • Enterprise AI • AI-enabled software • Intelligent automation • Data and analytics • AI-enabled physical systems

We explore opportunities where advances in biology, medicine and technology have the potential to improve healthcare and create entirely new markets. Areas of interest: • Biotechnology • Diagnostics • Digital health • Therapeutics • Life sciences platforms • Computational biology • Healthcare technology • Medical technologies

We invest in businesses transforming how financial services are delivered, accessed and managed. Areas of interest: • Payments • Financial infrastructure • Digital banking • Wealth technology • Insurtech • Lending and credit • Regtech • Embedded finance

We focus on infrastructure businesses and assets that support the digital and physical economy. Areas of interest: • Digital infrastructure • Data centres • Connectivity • Energy infrastructure • Logistics • Industrial infrastructure • Technology-enabled infrastructure • Critical services

Beyond our core themes, we remain open to opportunities created by technological, demographic and economic shifts.