Risk/Reward is key
Our financial portfolio is strategically balanced across private markets, incorporating startups, funds, and fully operational companies. This diversified approach allows the firm to achieve substantial economic returns while maintaining a controlled risk threshold.
MARKETS
The generative artificial intelligence (AI) market is experiencing explosive growth, with global revenues projected to exceed $200 billion by 2026. Foundation models and multimodal AI systems are transforming sectors from healthcare and finance to software development and creative industries. As enterprises move beyond experimentation to full-scale deployment, generative AI is driving unprecedented productivity gains while raising critical questions around governance, safety and responsible innovation.
OUTLOOK:
- The global AI market is projected to surpass $300 billion by 2027, driven by enterprise spending on inference infrastructure, model fine-tuning and AI-native applications.
-
Agentic AI systems capable of autonomous multi-step reasoning are emerging as the next major paradigm, reshaping software development and business process automation.
-
AI infrastructure demand is accelerating investment in custom silicon, edge computing and energy-efficient data centers worldwide.
-
Regulatory frameworks across the EU, US and Asia are maturing rapidly, creating both compliance requirements and competitive moats for early adopters.
The advanced computing market is surging as demand for custom silicon and next-generation chip architectures accelerates across AI training, autonomous systems and edge deployments. With global semiconductor revenues exceeding $600 billion in 2025, the race to deliver energy-efficient, high-performance processors is reshaping supply chains and driving unprecedented capital expenditure from hyperscalers and sovereign governments alike.
OUTLOOK:
-
The global semiconductor industry surpassed $600 billion in annual revenue in 2025, with AI-related chips accounting for the fastest-growing segment at over 30% year-on-year growth.
-
Advanced packaging technologies such as chiplets and 3D stacking are enabling more powerful, energy-efficient processors while easing the transition beyond traditional lithography scaling.
-
Governments worldwide are committing over $300 billion in combined subsidies and incentives to onshore chip manufacturing, reshaping global supply chains and reducing single-region dependency.
SaaS is transforming how enterprises operate through scalable cloud-based solutions across every industry vertical. From CRM and ERP to collaboration and cybersecurity platforms, the software-as-a-service model drives digital transformation globally. With recurring revenue and rapid deployment, SaaS is reshaping how businesses manage workflows, analytics, and infrastructure at scale.
OUTLOOK:
- The global SaaS market is projected to exceed $330 billion by 2027, growing at a CAGR of over 13% driven by enterprise cloud migration and AI-powered platform adoption.
-
Vertical SaaS solutions tailored to healthcare, fintech and logistics are outpacing horizontal platforms, capturing higher margins through deep industry-specific workflows.
-
AI-native features including copilots, predictive analytics and automated workflows are becoming the primary differentiator for next-generation SaaS platforms.
-
The US, UK, Germany, India and Israel remain the leading SaaS ecosystems, with Southeast Asia and Latin America emerging as high-growth markets.
PORTFOLIO
$1B+
AI
Gaming
Adv Computing
AI
US
US
US
US
Generative AI
Gaming
Semiconductors
Generative AI
Thrive, Sequoia Capital, K2 Global
Lightspeed Venture Partners, Blackrock
Tiger Global, D1 Capital, XTX Ventures
Menlo Ventures, Spark Capital, Salesforce
$100M – $1B
Agritech
Fintech
Luxury
Foodtech
Finance
PE Fund
AI
GeoScience
IT
SM
IT
US
IT
IT
US
IT
Agritech
Fintech
Accessorize
SaaS
Factoring
Luxury, Pharma
AI
GeoScience
Azimut, Unicredit, RedCircle Investments
Abalone Group, CRIF, Azimut
Whitebridge, FM Bridge, CDC Luxury
Tiger Global, GGVC, First Round
GGH, InvestmentClub, BFF Bank
FM Bridge, Others
Sequoia Capital, Sam Altman, Jack Dorsey
Marnavi S.p.A., CeresioInvestors
$0 – $100M
Fintech
VC Fund
Infotech
VC Fund
Healthcare
US
IT
US
SM
FIN
Fintech
Tech
SaaS
Fintech, SaaS
Medtech
Companyon Ventures, Florida Funders
Club degli Investitori, Azimut
RedPoint Ventures, GoodGrowth Capital
Stiven Muccioli, Fabio Nalucci & Others
Cenitz, Biotom, K3 Ventures
