Est. 2016 (inc. 2017), Denver CO HQ. £95m+ AUM (IIF II: $150m closed 2024). Portfolio: 72 companies, 1 unicorn (Dexterity), 9+ exits (Electriphi 25x MOIC, Aumni, King Energy). Software, AI-native industrial startups spanning construction tech, energy, supply chain, logistics. Founders & operators with Stanford (Raymond Levitt) & industry credibility. Impact-aligned decarbonization thesis.
Investment Thesis
Industry 4.0: energy, construction, supply chain, transportation as interconnected $3T backbone. Seed-Series A: £1-10m. Software-centric 'bits & atoms' approach using off-shelf hardware. Targets capital-efficient, asset-light enterprises enabling resource productivity & decarbonization. Avoids unpaid pilots, favors domain expertise. Impact Assets 50 certified. 11 partners, 19-person team.
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