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Investment
themes

We believe fundamental technology shifts will affect all industries, and we focus on the areas where our VC investing gives us the greatest depth to identify beneficiaries across the following areas.

Fintech

Most global revenue and profit from financial services still sits with traditional institutions. We believe this will shift materially to new entrants with greater proximity to customers.

Software

Shifting manual processes to cloud-based applications and migrating traditional on-premise IT infrastructure to the cloud is still early in the adoption curve. 

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AI

Building on our knowledge from a decade of investing in machine learning and artificial intelligence we identify the beneficiaries and drivers of industry shifts.