These technologies drive returns through cost savings and increased efficiency
Our industrial transition investment thesis is built around two key trends:
Accelerating deep tech innovation
We are witnessing an accelerating digitalisation of industry coupled with sustained innovation in a diverse set of sciences and related engineering disciplines. From this, entrepreneurs are developing breakthrough technologies and applications that can bring strong competitive benefits to industrial customers – but requiring catalytic capital and networks to scale.
Historic underinvestment in hardware
Hardware has been less well funded by venture capital historically, due to factors such as capital intensity, incremental innovation, long sales cycles and the need for unique skills and networks. However, with significant macro trends now supporting the adoption of these technologies we believe that there is a unique opportunity to drive significant returns whilst making a positive impact on our environment. Our investments often combine innovative hardware and software elements.
Our investment style & impact
Active investment style, leveraging our experience and networks
We have an active investment style, looking to support our investee companies through input at Board level and by leveraging our networks. Our team can draw on decades of experience in finance, industry and science.
Our approach and impact
We take a holistic approach to assessing and measuring the impact of our portfolio companies. We regard the Stockholm Resilience Centre’s Planetary Boundaries framework as a very useful tool to do so. We invest in companies that have a positive impact on at least one planetary boundary, whilst not significantly adversely impacting any other boundaries.
Portfolio companies
ANB Sensors
Industry disruptive cost effective, smart, self-calibrating, low maintenance pH sensor for use across all sensing platforms, including ocean monitoring and water resource management.
Domin
Through transforming hydraulics, Domin creates new solutions – high-speed control valves and ultra-compact pumps – that transform global systems. Domin has resigned hydraulic technology with innovations such as metal 3D printing, modern electronics and advanced design and simulation techniques. Domin addresses the energy efficiency problem while still achieving the performance and precision required by hydraulic systems. This new technology will set a benchmark for years to come.
I-Phyc
Solution using algae and cutting-edge technology to extract nutrients from wastewater. The system’s modular design can be scaled for industrial use and adapted to the needs of wastewater operators decontaminating water from phosphate, heavy metals and other harmful residues.
Pluvo
Pluvo’s mission is to eliminate harmful air pollution hotspots in cities through innovative street furniture that pays for itself.
Bumblebee
Revolutionary lightweight, low-cost, position tolerant and efficient wireless charging system for drones, scooters and laptop computers, and other portable devices.