We invest in transformative moments — bridging the darkness of uncertainty to the light of opportunity.
Our Investment Thesis
Technology-First Value Creation
We back companies that leverage technology as their primary competitive advantage, not just as a tool.
Early-Stage Partnership Model
We invest and partner actively with founders during their critical first years of growth.
Network Effect
We target companies whose value compounds through network effects as they scale.
Category Creation Focus
We seek companies creating new categories or revolutionizing existing ones through technological innovation.
Global-First Mindset
We invest in solutions designed to scale globally from launch, using technology to transcend borders.
Culture Alignment
We are after teams with strong, collaborative cultures aligned to long-term success.
Investment Criteria
We back the BOLD.
1
Founders
Proven leaders with domain expertise and an unstoppable drive.
2
Market Opportunity
Large, growing, and ripe for disruption.
3
Technology
Tech innovations with defensible advantages.
4
Traction
Demonstrated product-market fit with clear growth potential.
We focus on companies with proven ARR and strong capabilities to complement our diversified growth investment portfolio in the long-term asset management strategy.
We enter as a strategic partner, accelerating growth for global impact and continuing the development of a knowledge-based economy in targeted markets.
Core Investment Areas
Cybersecurity & Defense
Investing in advanced security solutions that protect digital systems and adapt to emerging threats. We prioritize technologies that safeguard user data and strengthen digital infrastructure.
Artificial Intelligence
Backing innovative AI solutions that enhance decision-making and automate complex processes. We focus on practical applications that drive industry transformation and efficiency.
Healthcare & Digital Health
Supporting technologies that revolutionize healthcare delivery and accessibility. Our investments target solutions that improve patient outcomes and streamline medical processes.
HR & HR Tech
Funding next-generation workplace solutions that transform talent management and development. We invest in technologies that build better, more efficient workplace environments.
Critical Energy Infrastructure
Investing in companies redefining how energy systems are built, managed, and secured. From renewable energy technologies to smart grid innovations, we focus on solutions ensuring a sustainable, resilient future.
Contact Us
For investment opportunities, please contact hello@mdn-capital.com