Portfolio
A focused look at the company types we actively invest in.
Focus
We invest in a concentrated set of opportunities where technology, talent, and cross-border expansion intersect.
Rather than broad exposure, we focus on company archetypes built to scale across markets.
Theme 1
Artificial Intelligence
We invest in AI as foundational infrastructure, not just as a feature layer.
Focus
- AI-driven automation for enterprise workflows
- Vertical AI applications in specific industries
- Data infrastructure and model deployment layers
- AI-enabled SaaS platforms with scalable architectures
Themes
- Enterprise AI automation platforms improving operational efficiency
- Industry-specific AI solutions embedded into workflows
- Infrastructure layers supporting model deployment at scale
Theme 2
Human Capital & Talent Infrastructure
We invest in systems redefining how talent is sourced, managed, and deployed globally.
Focus
- Cross-border hiring and talent mobility platforms
- Workforce management and productivity systems
- Talent marketplaces and network-driven platforms
- Infrastructure supporting remote and distributed teams
Themes
- Platforms enabling companies to hire across multiple countries
- Systems optimizing workforce allocation and performance
- Talent networks connecting supply and demand across regions
Theme 3
Cross-border Platforms
We invest in infrastructure that enables companies to operate seamlessly across markets.
Focus
- Cross-border commerce and operational infrastructure
- Financial connectivity, payments, and settlement systems
- Platforms bridging fragmented regional markets
- Tools enabling multi-market operations and scaling
Themes
- Infrastructure enabling companies to expand into new regions
- Platforms connecting markets with regulatory or operational barriers
- Systems supporting multi-country operations from a single platform
Status
A number of investments remain undisclosed.
We are actively investing in companies building across markets.
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