01Where We Invest

We invest where technology meets cash flow.

Four currents converge in everything we back: real revenue, technology leverage, an operator with conviction — and increasingly, a physical surface where software does the work. Robotics has joined our core mandate as the line between digital and industrial dissolves.

Mandate
Post-revenue · Pre-IPO
Asia-Pacific · Selectively Global
Applied intelligence.
IArtificial Intelligence

Applied intelligence.

Vertical AI platforms turning model capability into measurable enterprise outcomes. Inference economics, proprietary data flywheels, durable distribution.

  • Vertical AI · Workflow automation
  • Decision intelligence
  • Data infrastructure & MLOps
  • Inference platforms
Infrastructure of commerce.
IISoftware & Platforms

Infrastructure of commerce.

B2B software, embedded fintech and modern marketplaces with strong unit economics and disciplined capital efficiency.

  • B2B SaaS · vertical software
  • Embedded fintech & payments
  • Marketplaces & commerce
  • Developer platforms
Intelligence with hands.
IIIRobotics & Automation

Intelligence with hands.

Robotics, autonomy and industrial automation where software meets physical work — humanoids, warehouse and field robotics, perception stacks and the OEM platforms quietly compounding behind them.

  • Humanoid & service robotics
  • Warehouse & field autonomy
  • Perception · simulation · control
  • Industrial automation OEMs
Operating leverage at scale.
IVTech-Enabled Services

Operating leverage at scale.

Asset-light, technology-led businesses transforming legacy categories — leasing, logistics, prop-tech and the long tail of digital-physical convergence.

  • Equipment & subscription leasing
  • Logistics & supply chain
  • Prop-tech & mobility
  • Tech-led B2C platforms

Operating in an adjacent category? We still want to hear from you.

Introduce Your Company
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