Sectors
Across the technology economy.
Six areas of the technology economy where private capital is most active and where sector understanding makes the greatest difference to an outcome.
Coverage
One market, understood in detail.
"Technology" is not a single financing market. A vertical software business, an applied AI company, a payments platform and a data centre operator are underwritten by different investors, against different evidence, on different structures.
Understanding those distinctions determines which capital is relevant, what a realistic outcome looks like and how a business should present itself.
The differences between technology sectors matter more to a capital process than the similarities.
Software & SaaS
Recurring-revenue software businesses serving enterprise and mid-market customers.
Vertical and horizontal SaaS · Enterprise infrastructure software · Developer tooling and platforms
AI & Data
Applied artificial intelligence, data infrastructure and machine learning businesses.
Applied AI in regulated industries · Data infrastructure and pipelines · Machine learning operations
FinTech
Financial technology, payments, capital markets software and embedded finance.
Payments and embedded finance · Capital markets and wealth technology · Risk, compliance and regulatory technology
HealthTech
Digital health, clinical software and life-science technology businesses.
Clinical and care-delivery software · Diagnostics and decision support · Life-science tooling and informatics
ClimateTech
Energy, industrial decarbonisation and sustainability technology businesses.
Energy software and grid technology · Industrial decarbonisation · Carbon measurement and reporting
Digital Infrastructure
Connectivity, compute, data centre and platform infrastructure businesses.
Compute and data centre platforms · Connectivity and network services · Cloud and edge infrastructure
Cross-sector themes
What travels between markets.
- A balanced view of growth and efficiency rather than growth alone
- Increasing scrutiny of gross margin and delivery economics
- Structure and governance receiving as much attention as valuation
- International capital participating in European technology at scale
- Evidence of commercial deployment valued above technical novelty
Discuss your capital strategy.
A confidential conversation about objectives, timing and the options available.