Industries

The industries we help teams reinvent.

Our thesis is anchored on platform technology — but it's deployed where it creates real impact. These are the eight industries where we help teams turn an early product into a defensible lead.

In each, the pattern repeats: a team solving a high-stakes problem, core technology they didn't have to build, and an operating partner from the board down. We commit to the technology — and to the industry it reshapes.

Eight industries, one platform-technology thesis
The industries

Where we get behind teams.

Eight industries we help innovate — each one powered by the relevant platform technology, with an operator embedded from the board down.

01
Asset management Teams redrawing the operating systems and AI-native infrastructure — diligence, surveillance, reporting — for the next generation of asset managers. Built on our SaaS and enterprise-technology platform.
02
Capital markets We co-found the operators bringing tokenised issuance, settlement, and trading rails to asset classes that have outgrown legacy infrastructure. Runs on our tokenised-marketplace and blockchain platform.
03
Commerce Backing the people building brand-side platforms and operations for consumer brands going D2C at global scale. Powered by our SaaS stack and the Nimbus commerce engine.
04
Consumer Companies bringing enterprise-grade technology to leading consumer brands — machine-readable product systems, AI-native merchandising. Built on our SaaS and enterprise-technology platform.
05
Cybersecurity We get behind operators delivering autonomous detection and response where human analyst headcount can't scale to the threat surface. Powered by our enterprise-technology platform. ↳ Blacklight AI
06
Real estate Founders at the frontier of operating systems and liquidity rails for the world's largest, most analogue asset class. Runs on our tokenised-marketplace and SaaS platform.
07
Sports & entertainment We stand behind specialist financing and operating platforms for athletes, clubs, and venues underserved by mainstream capital. Backed by IMS Sports Capital and our enterprise-technology platform. ↳ IMS Sports Capital
08
Supply chain Operators reinventing provenance and chain-of-custody for critical materials moving across borders and jurisdictions. Powered by our blockchain platform. ↳ Protolith
Our model

The industry, not the postcode, decides where we deploy — wherever the technology moves the needle most.

See the portfolio

The companies we've co-founded across these industries.

The proof

From thesis to live ventures.

The proof the model works — each entity a team at the frontier of one of these industries, carrying the platform and an operator who has built before.

↳ View portfolio