Industries

Seven areas where we have earned an opinion.

Generalists in temperament, specialists in preparation. These are the sectors where we have operators, data, and scar tissue — and the humility to look at everything else too.

  • Artificial Intelligence

    Foundation models, applied research, and the application layer that makes intelligence economically useful.

  • Developer Tools

    The workflow, runtime, and abstraction layers that decide how software actually gets built and shipped.

  • Enterprise Software

    Systems of record and systems of action for teams that need reliability before novelty.

  • Climate & Energy

    Hard technology and software leverage aimed at decarbonisation with a credible unit-economic path.

  • Healthcare

    Clinical infrastructure, diagnostics, and care delivery models that reduce cost without reducing outcomes.

  • Fintech

    Payments, capital-markets plumbing, and financial products for the parts of the economy still underserved.

  • Infrastructure

    Compute, data, networking, and security — the unglamorous layers everything else depends on.

  • Something we haven't named

    If your company does not fit a category yet, that is often the point. Send it anyway.

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