Investment Thesis
We champion megatrends over 'sectors'; entrepreneurs from all sectors can capitalise on these megatrends if they are astute and ambitious. While we primarily focus on Australia and New Zealand, we seek startups with a global outlook and ambition.
Global Perspective
Global Insight Advantage
Our team’s diverse experience and wide network provide a unique edge in grasping the global competition. We track emerging trends, tech shifts, and worldwide markets, identifying investment prospects in sync with evolving global demands. Post-investment, our engagement continues. We supply startups not only insights but also active guidance. This equips them to navigate the competitive landscape and excel globally.
Beyond Borders Mentality
We encourage startups to embrace a global vision from day one; business and technology transcend geography. We seek founders with the ambition and acumen to expand beyond Australia and tap into international markets. We will help startups develop strategies to enter foreign markets, establish international partnerships, and leverage cross-border opportunities. Our goal is to grant ideas worthy of a global audience, nothing less than a global audience.
Megatrends
Renaissance of Business Services
The business service landscape is transforming. Services for SMEs undergo democratisation, while platforms tailored for tech-savvy generations Z and Alpha steadily dominate the market. In this shift, adaptability and anti fragility are more important than ever. The evolving nature of global dynamics demands organisations that not only navigate change but thrive in it. Most extant large business service enterprises still catered to (and are largely run by) generations of older professionals, but exponentially more efficient services are coming into existence.
Planetary Revitalisation
This megatrend encompasses a wide range of efforts and innovations aimed at restoring and preserving the health of our planet. It includes the development of climate technologies, initiatives promoting ESG awareness, and the rise of products and services that encourage natural and organic lifestyles. This trend reflects a global commitment to address environmental challenges and foster sustainability in various sectors; entrepreneurs working in this space will discover that governments can be financially accomodating to them as well, once they have made their market entry.
Intelligentisation of traditional industries
This megatrend involves the application of transformative, hitherto under-utilised but rapidly growing technologies, such as AI and robotics, to traditional industries (e.g. manufacturing, agriculture). Incumbents and enterprises in many of these industries have become complacent with the steadiness of revenue that their suboptimal, twentieth-century methods continue to yield them; but the time for disruption and wholesale renovation is ripe.
Ascent of the Asian Economy
This megatrend has to do with the rapid growth of Asian markets. It is not only in pure revenue potential that these markets are rapidly growing, but also in sophistication. Whereas the middle class has metastasised in developed countries, it is growing larger in all of Asia. Given its close proximity (in both geographic and cultural terms) to the Asian continent, Australia is well-poised for entrepreneurs seeking to capitalise on the immense opportunities presented by Asia’s growth.