We invest in science-backed startups that strengthen essential systems — and outperform when those systems are under stress.
We back science (TRL 5-7) that solves chronic problems and becomes vital when essential systems fail. Our portfolio strengthens in crisis.
Resilient systems survive shocks. Antifragile systems benefit from them.
We fund companies designed to scale with stress, not despite it. When systems fail, they become indispensable.
If the world holds steady → we make top-tier VC returns.
If there are stress events → our portfolio companies outperform.
Essential systems — food, supply chain, manufacturing, energy, healthcare — are optimised for efficiency, not resilience. These fragile systems don't bend, they break.
The last 5 years had more stress events than the prior 30 years combined... and expected to grow 10×.
We invest in TRL 5-7 science making essential systems antifragile
JIT fragility, $400B/year food waste
Climate events, geopolitical shocks
Preservation tech extending durability during stress
Offshoring dependencies, skilled labour shortages
Trade wars, pandemic shutdowns
Distributed manufacturing, advanced materials, automation
Ageing populations, healthcare worker shortages
Pandemics, disease outbreaks
Platforms that scale rapidly during health crises
Grid ageing (60+ years), renewable intermittency
Extreme weather, demand spikes
Distributed storage stabilising during failures
Soil degradation, water scarcity
Extreme weather, crop failures
Climate-adapted crops thriving in stress conditions
Operating, commercialising, and investing in DeepTech before it was mainstream
Designed for liquidity and asymmetric alpha
Request our full fund deck and learn about our strategy, portfolio approach, and return targets.
Building science-backed solutions for essential systems? We want to hear from you.