Investment thesis

The next century's great companies will start as science.

We invest where a new discovery makes something possible for the first time, and where the people who made it are building the company.

What we look for

01 / Team

Deeply technical
founders.

We back scientists and engineers with deep domain expertise who understand something the rest of the market doesn't yet. The best deep-tech companies are often built by the people who invented the science.

02 / Solution

First, best,
or unique.

We look for technology that is genuinely novel: first to market, best in class, or the only approach that works. If a dozen teams could build the same thing, it isn't for us.

03 / Market

Problems that
matter.

Energy, health, defence and space. We invest where new science can build very large companies and a better future. The harder the problem, the more interested we are.

Where we invest

Nuclear and
energy

Advanced nuclear, grid-scale storage, next-generation energy infrastructure. The energy transition needs new physics, not just new policy.

Biotech and
health

Cell therapy, protein design, computational biology, diagnostics, regenerative medicine. Biology as an engineering discipline.

Materials and
hardware

Advanced semiconductors, alternative materials, novel manufacturing. Physical breakthroughs that unlock technology categories that didn't exist before.

Space

In-space manufacturing, new launch economics, orbital infrastructure. The commercialisation of space isn't coming. It's here.

Climate and
carbon removal

Carbon removal, biomass burial, industrial decarbonisation. Not offsets. Real solutions, built from first principles.

AI for
science

AI applied to drug discovery, protein folding, materials simulation. Compute as a scientific instrument, not just a product layer.

Defence and
national security

Autonomous systems, sensing, cybersecurity, dual-use technologies. The best defence tech starts as breakthrough science with commercial applications.

Robotics and
autonomy

Industrial automation, autonomous vehicles, manipulation, perception. Machines that operate in the physical world, not just the digital one.

These aren't hard lines. If you're a Canadian founder building something genuinely hard and important (quantum, fusion, or something we haven't named yet), we want to hear about it.