The next transformation is taking place in the physical world.

OUR PARTNERS AND NETWORK

The Physical Industries are undergoing a defining transformation. Ageing infrastructure, changing supply chains, labor shortage, productivity challenges, critical minerals scarcity, sustainability are creating opportunities to rethink how the real world is built and operated.

We partner with founders developing the technologies  that power, build, move and sustain the world—bringing together capital, industry expertise and global connections to help turn opportunity into lasting progress.

OUR PARTNERS AND NETWORK

Titan
HP - Diverge
Holcim
DPR - WND Ventures
Arup
Acciona
Titan
HP - Diverge
Holcim
DPR - WND Ventures
Arup
Acciona
Titan
HP - Diverge
Holcim
DPR - WND Ventures
Arup
Acciona
Titan
HP - Diverge
Holcim
DPR - WND Ventures
Arup
Acciona

Who We Back

We back founders who see what others miss.

Bold vision

Founders with the ambition to solve meaningful problems and build companies that can transform entire industries.

Technical excellence

Strong technology and deep technical capability applied to challenges where real-world performance matters.

Industry expertise

A genuine understanding of the industries, systems and customers they are working to transform.

Long-term vision

The conviction to build enduring businesses and create lasting value beyond the next milestone.

Investment Focus

The Industries behind
physical progress.

View more
Construction
Mining, New Materials
Energy
Advance Manufacturing, Industrial
Aerospace and defense
Climate tech for the Built World
Robotics

Construction

How assets are designed, engineered, planned, built and operated across their whole lifecycle. Any asset type (residential, commercial, facilities, infrastructure, data centers…)

Mining, New Materials

Discovery, exploration, extraction, processing of critical metals, and New building materials (green cement, steel, insulation, wood…). Related to the materials the physical economy depends on.

Energy

Power generation (solar, wind, geothermal, nuclear…), Grid transmission and distribution, storage and flexibility (batteries, demand response, VPP…) and energy management (microgrids, utility planning and optimization…)

Advance Manufacturing, Industrial

Improved process manufacturing (productivity, through-put, quality…), industrial automation (robotics, IoT, control systems…)

Aerospace and defense

In-space construction, data centers, earth observations, geospatial data, national security applications

Climate tech for the Built World

Recycling, water and waste management, industrial byproducts…

Robotics

Robotics solutions for real-world operations (Autonomous and semi-autonomous equipment, retrofit kits, jobsite and materials logistics, delivery, freight, fleet electrification)

Our Team

A team shaped by
the markets we
invest in.

Meet the Team

Our Portfolio

Turning conviction
Into real-world
progress.

View more

Building technology that could change how industry works?

Submit Your Deck