Active Portfolio · 2026
Portfolio
32
Companies
$480M AuA · 3 Regions · 9 Sectors
Portfolio Overview
Every portfolio company is a structural bet — not a trend play. We invest in the measurable gap between current operational cost and the cost that becomes possible with the right infrastructure.
Submit a Deal →Deployment criteria: $2M–$20M · 18+ months operating · $500K+ revenue
Total Deployed
$312M
Across 32 active investments
Active / Under Review
24/5
3 exited since inception
Weighted Avg. MOIC
2.4×
Across 3 closed investments
Avg. Ticket
$9.7M
Range: $1.8M — $18.6M
Filter by
#
Company
Stage
Region
Ticket
Invested
Status
001
ColdPath Logistics
Cold Chain Infrastructure · Kenya · Tanzania
Series A
East Africa
$8.4M
Jan 2024
active
003
Shizen Seed Sciences
Crop Genetics · Semi-Arid Varieties
Growth
Jordan · Sudan
$5.8M
Under Review
review
004
Atlas Aerial Systems
Precision Agriculture · Drone Survey
Series B
MENA · Europe
$14.2M
Nov 2022
Exited