Building the
portfolio of the
next generation.
Our portfolio is built across the AI stack — agents, applications, compute, silicon, quantum and power. Below are the investment theses guiding our current origination. Portfolio companies are disclosed as transactions are publicly announced.
Agentic services buyouts
Re-architecting service businesses around supervised agents.
Agent infrastructure
Orchestration, memory, evaluation and security for agents.
AI in healthcare
Diagnostics, drug discovery and clinical operations.
AI in financial services
Underwriting, risk, compliance and autonomous operations.
Physical AI & robotics
Autonomous systems for manufacturing and logistics.
GPU cloud platforms
Contracted accelerated compute for AI labs and enterprises.
Liquid-cooled AI campuses
High-density data centres for next-generation GPUs.
Optical networking
High-bandwidth interconnect for AI clusters.
Inference silicon
Custom accelerators for efficient AI inference.
Advanced packaging
Chiplets and HBM integration capacity in allied markets.
Quantum enabling hardware
Cryogenics, photonics and control systems.
Nuclear for compute
Clean firm power dedicated to AI campuses.
Partner with
Blacksaila.
We partner with exceptional founders, management teams and developers. Beyond capital, we bring an integrated platform across agentic operations, compute, silicon and power — and the patience to build for the long term.
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