Portfolio

Where we invest.

The fund invests across five areas — AI and machine learning, defence and dual-use technology, energy, space technology and select healthcare — in the United States and the GCC. The same five apply in both markets, assessed against the same criteria.

Focus areas

Five areas, defined narrowly.

The same five apply in both markets. Each one is scoped to where technical depth and a real buyer meet, rather than to a sector label.

Applied intelligence

AI & Machine Learning

Applied intelligence over general-purpose models: industrial autonomy, inspection, logistics and decision systems grounded in hard domain data.

Commercial and defence

Defence & Dual-Use

Technologies with both commercial and defence applications — cybersecurity, robotics, sensing, autonomy and secure communications — serving buyers in both markets.

The physical layer

Energy

Grid intelligence, storage, cooling and the physical systems behind regional growth. The Gulf and the American Southwest are rebuilding this layer at the same time.

Orbit and downstream

Space Technology

Earth observation, satellite communications, launch-adjacent systems and the downstream data businesses both regions are actively funding.

Selective, not thematic

Select Healthcare

A narrow band of healthcare where the advantage is technical rather than clinical-commercial: devices, diagnostics and the infrastructure underneath care delivery.

Dual-use, defined

Two buyers, one technology.

Dual-use describes a technology with both commercial and defence applications — cybersecurity and robotics are the plainest cases.

The fund treats it as a question of demand rather than a label. The commercial side should stand on its own, with defence widening the buyer set and lengthening the contract rather than being the only route to revenue. Export control, procurement timelines and end-use restrictions are diligence items from the start, not afterthoughts.

Cybersecurity: The detection platform that protects a bank protects a ministry. The threat model differs at the edges; the engineering does not.
Robotics: An autonomous system that moves material through a warehouse shares its navigation, perception and safety stack with one that does the same work on a base.

Companies

Portfolio companies.

Named companies will be published as investments close and permissions are confirmed.

Portfolio companies — to be announced

Building in one of these five areas?

Founders in the United States and the GCC can submit an opportunity for review.

Submit an opportunity Read the thesis