Our thesis

Next generation consumer

 

We are witnessing a generational shift in consumption - by 2030 55% of world income will be represented by Gen Z and Millennials. These groups are constantly looking to online media, when it comes to making a purchasing decision while at the same time demanding new experiences, personalisation and authenticity.

Global talent mobility

 

15+ countries have introduced entrepreneurship visas in the last 10 years. In the US alone, 75,000 startup visas could create up to 1.6 million jobs over a 10 year period. Immigrants represent only 14% of US population, but 51% of all US unicorns have an immigrant founder.

Quick commerce

 

Everything delivered to us within 15-20 minutes? Yes, please! From groceries to ready meals, clothing, gadgets, books, you name it. We are in the “Q-commerce” revolution and are witnessing a massive change in supply chains, last mile logistics and consumer behavior.

Digital education and Edtech

 

Traditional education is one-size-fits-all and expensive. We want better education for children and adults, and by better we mean more personalised to needs, more accessible - classroom and online, live and pre-recorded, taught and self-paced. We want an education that is practical and equips us with skills to live a more fulfilling live and build successful careers.

Digital health

 

In the post COVID world, people finally do, take their health seriously. Our generation may well be the first to live more than 100 years on average, thanks to advancements in biotech, real time health data, and digital ways of delivering quality healthcare at scale. Can health tech help us make healthcare more affordable and accessible to all?

Passion economy and future of work

 

Everyone is a business, everyone is an investor, everyone is a content creator. We are witnessing a massive democratisation of most conservative and oligopolistic markets such as investment management and the media. Passion economy could well be the massive wealth creation opportunity for those who long have struggled to monetise their talent.

Purpose driven entrepreneurship

 

We are seeing an explosion in purpose driven entrepreneurship, with so much capital, we can now pursue ambitious goals to fight humanity’s biggest challenges. Good deeds are good business too; ESG equities and bonds outperform non-ESG assets and by 2025 they could reach US$ 50+trillion.