Approach
We believe in the power of compounding. Not only in the advanced materials that underpin modern industries, but also in the relationships that drive enduring success. Trust compounds over time. It's the foundation of how we invest, collaborate, and partner with founders.
Our investment focus sits where science meets scale — from circular polymers and bio-based feedstocks to data-driven operations and electrified processes. Building on our manufacturing heritage we invest in and partner with companies advancing industrial automation, robotics, digital manufacturing,new materials, AI-driven materials discovery, biomaterials, and biomanufacturing.
Our Focus Areas:
Next-Generation Materials
For more than a century, advances in materials have transformed the way we live, work, move, and connect. Polymer science has enabled extraordinary innovation across industries, improving performance, accessibility, and quality of life for billions of people. At the same time, the industry now faces new challenges around resource use, waste, and environmental impact.
The next era of materials innovation will be shaped by new feedstocks, novel chemistry, advanced manufacturing approaches, and circular systems. We are particularly interested in technologies that unlock new levels of material performance while improving resource efficiency, reducing emissions, and enabling more sustainable outcomes across the value chain.
The Future of Manufacturing
The future of the made world will be shaped not only by what materials we create, but by how we produce them. We believe the next generation of manufacturing will be defined by safer, more efficient, and more resilient production systems powered by advances in automation, robotics, workforce technologies, and connected operations.
From autonomous equipment and advanced production systems to next-generation workforce enablement tools, these technologies will redefine how products are designed, developed, and manufactured—helping organizations improve productivity, strengthen resilience, and make better use of resources across the manufacturing environment.
Industrial Intelligence
As industrial systems become increasingly connected, the ability to transform information into action will become a critical competitive advantage. We believe the next wave of industry disruptors will help organizations make better decisions, accelerate innovation, and improve coordination across increasingly complex value chains.
We are particularly interested in artificial intelligence, predictive analytics, supply chain visibility, knowledge management, and digital platforms that enable organizations to move faster, operate more effectively, and unlock new levels of efficiency, resilience, and performance. These technologies represent the intelligence layer connecting materials, manufacturing, and the broader industrial ecosystem.
Building What's Next
We believe the greatest opportunities in industry lie at the intersection of material innovation and manufacturing transformation. That's where we focus our attention, our expertise, and our capital, partnering with founders who are building the technologies that will define the next century of the made world.