Portfolio

Eleven companies, seven industries, and the numbers to show for it.

Some we took from zero to one. Others we run and grow year after year. A few we co-own.

11 portfolio entries

Field and mining operations, for Enerserv

Live
Tier-one minersAnglo American, De Beers and TotalEnergies among the users since 2018
  1. Model
  2. Build
  3. Run
  4. Own

Site work captured as it happens and turned into insight for mine operators, every year since 2018.

What we did A mobile field platform, a web dashboard and machine learning workflows on operational data. Used by some of the world's largest mining and energy companies, including Anglo American, De Beers and TotalEnergies.

Enerserv: eight years in mining operations Mining / Run

Since 2018 we've built and run software for Enerserv's field and mining work: a mobile platform and web dashboard for site teams, machine learning workflows on operational data, and SmartRoad's ARID. ARID inspects and audits haul roads on its own and scores their condition with AI, so mines stay compliant, maintenance teams catch defects early and fuel, tyres and time are saved. The software has been used by some of the world's largest mining and energy companies, including Anglo American, De Beers and TotalEnergies.

Our role
Build and run partner
Years
2018 to now
Mining

Omnia Health Group

Live
UK-wideonline therapy, from first triage to booked session
  1. Model
  2. Build
  3. Run
  4. Own

People across the UK triaged, matched with a therapist and booked online, on a platform we took over and stabilised.

What we did We run and develop the platform behind triage, therapist matching, booking, calendar sync, consent and tracking for a UK online mental health provider.

Omnia Health Group: a platform we took over and grew Healthcare / Run

Omnia delivers online therapy across the UK. We took over its platform, stabilised it, and now run and develop it. That covers triage and therapist matching, booking and calendar sync, consent and data rights, and tracking across the enquiry funnel.

Our role
Build and run partner
Stage
1 → n
Healthcare

SmartRoad ARID, with Enerserv

SmartRoad ARIDLive
US$ 100s of millionssaved in fuel for mine operators
  1. Model
  2. Build
  3. Run
  4. Own

Haul roads inspected and audited without a survey crew, so mines stay compliant and operational, with fuel savings in the hundreds of millions of US dollars.

What we did An autonomous unit inspects hundreds of kilometres of road, AI scores its condition and compliance, and a cloud dashboard turns defects into maintenance job cards.

Our role
Venture partner
Stage
0 → 1
Mining

Cybele Fleet

Past venture
10,000+vehicles and trailers scored every ten seconds
  1. Model
  2. Build
  3. Run
  4. Own

Driver risk scored every ten seconds across 5,000+ vehicles and 5,000+ trailers, backed by insurance.

What we did Driver safety technology for commercial fleets, tied to insurance cover. We built the platform as venture partners.

Our role
Venture partner
Stage
0 → 1
Insurance

Waye

Exited
Agents in 2024agents and swarms built, sold to major game studios, then exited
  1. Model
  2. Build
  3. Run
  4. Own

AI agents and agent swarms running in 2024, early to a market that arrived later, and sold to major game studios.

What we did The agent payment layer: payment infrastructure that lets AI agents pay for things on their own, in stablecoins. We had agents and agent swarms working in 2024, well before most of the market.

Our role
Co-founders and founding engineering team
Years
2023 to 2026
Blockchain

Managers of Wealth

Live
Since 2006a global network, now on a platform we rebuilt
  1. Model
  2. Build
  3. Run
  4. Own

A subscriber business for wealth management professionals, with accounts, subscriptions and payments running across its sites.

What we did We rebuilt and run the subscriber platform for a global news and intelligence network running since 2006.

Our role
Build and run partner
Stage
1 → n
Financial services

BlockHarvest

Past
100+contracts settled in the pilot
  1. Model
  2. Build
  3. Run
  4. Own

Grain futures settled by smart contract, with weighbridge readings feeding each trade. A first in South Africa.

What we did A soft-commodity trading platform on blockchain, integrated with weighbridges so the delivered weight settles the contract. We built it as venture partners and ran the pilot.

Our role
Venture partner
Stage
0 → 1
AgriTechBlockchain
Find My FundsFinancial services

Find My Funds

Exited
Soldproof of concept acquired by the industry
  1. Model
  2. Build
  3. Run
  4. Own

People find the investment and life insurance policies they didn't know they had.

What we did We built the proof of concept: a system that searches automatically for a person's policies. It was sold into the financial services industry.

Our role
Venture partner
Stage
0 → 1
Financial services

two3

Past
Early moverin managed wallets
  1. Model
  2. Build
  3. Run
  4. Own

Managed digital wallets, years before most of the market was ready for them.

The company two3 was an early mover in managed wallets: custody, payments and wallet infrastructure run on behalf of its customers.

Stage
0 → 1
Financial servicesBlockchain

Catena Block Solutions

Past
Blockchain for businessone of the first development houses in South Africa to build it
  1. Model
  2. Build
  3. Run
  4. Own

Blockchain put to work for business in South Africa, years before it became mainstream.

The company One of the leading development houses in South Africa, and one of the earliest to build blockchain for business use.

Stage
0 → 1
Blockchain

Mining software we built with Enerserv is used by Anglo American, De Beers, TotalEnergies and other leading operators.

Building something worth owning?

We co-found with people who know their market, and build the product and the operations with them.

Pitch us your venture

Sources for the public figures: Enerlink, Decarb.earth, Enerserv SmartRoad, Omnia Health Group, Managers of Wealth, Waye.