Portfolio
We invest in sectors we understand and where we see long-term value creation potential.
Venture Capital / Public Equity
Foundation models, applied AI, automation, and intelligent systems.
B2B SaaS, infrastructure tools, and platforms for digital transformation.
Digital health solutions, diagnostics, and AI-powered medical applications.
Innovative financial services, payment infrastructure, and embedded finance.
IoT, robotics, sensors, and technologies for Industry 4.0.
Cross-industry business models with the potential to redefine categories.
Public Equity
Concentrated direct investment portfolio in listed European companies, focusing on small and mid caps.
Companies with market capitalisation of EUR 100M to EUR 5bn, often flying under the radar of major analysts.
Germany, Austria, Switzerland, Scandinavia, and Benelux as our core markets.
Typical holding period of 3 to 10+ years. We think in business cycles, not quarters.