Investment Strategy
We seek to identify early growth-stage Companies with the opportunity to create significant value. We target the emerging technologies of Digital Transformation including:
- Virtualization
- Cloud platforms
- AI and machine learning
- Cyber security
- Cloud storage
- Data analytics
- Autonomous vehicles
- Data privacy
- Blockchain
- Edge Computing
- 5G Mobility
We also invest in the new breed of Cloud-enabled services businesses in established markets including Energy, Banking, Insurance, Manufacturing, Transportation and Healthcare that are being transformed by these technologies.
We have particular interest in Companies solving the problems of reaching Cloud scale.
Our process for investing focuses on identifying disruptive opportunities that leverage the efficiency, cost, reliability and speed IoT and Cloud technologies are enabling. Companies that we invest in must have seasoned management teams, market-ready products or solutions with protectable intellectual property as well as a sound go-to-market strategy and early customer traction.
We take a highly disciplined hands-on approach to investing. We use a methodology that evaluates the Team, Technology and perceived market Timing as well as the opportunities for market Traction and exit strategy. Our model is designed to provide access to the very best deals in this explosive new sector.