Portfolio Companies

Ai Media is a global leader in speech-to-text providing high accuracy, technology-enabled live captioning, closed captioning, transcription and speech analytics to broadcast, education, government and corporate clients. Ai Media successfully listed on the ASX in September 2020.

Airtasker is the leading online marketplace for services in Australia and continues to grow organically across Australia whilst also expanding into international markets including the UK, Ireland, Singapore and New Zealand. Airtasker successfully listed on the ASX in March 2021.

AMS is the leading digital platform for automotive spare parts and accessories in Australia, stocking over 270 major brands and 200,000 products. AMS is well positioned to capitalise on the large and growing online automotive parts market, benefitting from tailwinds of ecommerce penetration and increased consumer demand for aftermarket parts and accessories. AMS offers a diverse product range across car audio and visual, servicing, parts, suspension, electrical, performance, accessories, 4x4 and car care.

Bellroy is a purpose driven Australian accessories brand that sells distinctively designed wallets, bags and other “carry” products to more than 100 countries, with the majority of sales conducted online through its website and digital marketplaces such as Amazon and Tmall. Bellroy also sells globally through distribution partners and other direct wholesale relationships.

BirdDog is a leading provider of Broadcast and Audio-Visual technology with global reach and presence. With an increasing list of products and a growing customer base, both hardware and software sales should continue their strong growth in the coming 12-24 months. Birddog successfully listed on the ASX in December 2021.

CleanSpace designs, manufactures and markets a range of compact powered airflow personal respirators for protection from hazardous particulates and gases in mines and industrial workplaces as well against infectious diseases in healthcare. CleanSpace successfully completed an IPO in October 2020.

Cloudwerx is a leading mid-market Salesforce partner of choice, providing IT consulting services to customers by leveraging technology to improve business processes and gain critical insights. Cloudwerx service offerings focus on implementation, integration and automation, combining Salesforce, Mulesoft and UiPath to deliver rapid scale and innovation.

Deep Blue is the #1 player in the fragmented Australian property conveyancing market with a scalable, low cost digital business model. Deep Blue has also begun to realise adjacent market opportunities in building inspections, insurance and utilities. We have made investments in Deep Blue via both Fund I and Fund II.

DesignCrowd is an online marketplace providing easy to access brand and design products for SMEs. It operates two products: DesignCrowd and BrandCrowd. The DesignCrowd product offers custom design by actual freelance designers through an online platform, targeting the “do it for me” market, while the BrandCrowd product offers design maker tools for the “do it yourself” segment of the market.

EncompaaS is a ‘software as a service’ business which provides a leading document management platform to large governments and enterprise clients across North America, Europe and Australia/New Zealand.

Future Super is a fast growing, superannuation focused, ethical investment business. Their core product, the Future Super Fund is Australia’s first fossil fuel free superannuation fund. Future Super are experiencing strong organic growth, driven by tech-enabled direct to consumer marketing and are in the process of acquiring a major transformational superannuation asset from an industry incumbent.

Lendi is Australia’s leading online home loan platform. Having digitised the origination phase of the home loan process, Lendi is now bringing the fulfilment phase onto its platform by launching direct decision engine integrations with a range of providers. With its recent merger with Aussie Home Loans, the company is well positioned to increase market share and build a dominant business in the non-bank home loan lending sector. We have made investments in Lendi via both Fund I (now exited) and Fund II.

Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients’ investment objectives via an unconstrained investment universe and backed by exceptional client service.

Moneytech provides a multi-faceted treasury platform for SMEs offering working capital solutions, FX hedging and an enterprise-level payments platform to solve SME’s cash flow requirements – a whole of wallet alternative to the banks. We have made investments in Moneytech via both Fund I and Fund II.

Monoova is a leading B2B payments solutions provider allowing businesses to receive, manage and pay funds seamlessly all through simple API integration. From start up to enterprise they believe that payments should be simple and effortless. Monoova solutions span Enhanced Direct Debit, BPAY, Direct Entry, NPP and PayTo.

Orbx is a digital content company creating specialist imagery and geo-mapping scenery for the flight simulation/ gaming industry. The company runs a digital marketplace model for their map products, which are compatible with multiple flight simulation platforms. Orbx has a leading position in the flight simulation industry and is looking to expand its offering to broader gaming audiences. Content for simulation games represents an addressable market of over US$1 billion. Orbx is targeting a listing in CY22.

Portt provides a SaaS platform to support and enhance commercial teams in managing the procurement process, providing government and large enterprise with workflow efficiency, economic management, reporting, probity and governance output.

Studiosity is the leading enterprise provider of online, on demand, academic literacy and student retention solutions for tertiary institutions and their students in Australia, New Zealand, and now the UK and Ireland. At its core, it solves a critical problem for its customers – it provides a study support platform for users and helps universities deliver content digitally. Studiosity’s unique solution combines proprietary technology with human experts to improve learning outcomes for students and increase course continuation and completion.

Swoop is a medium size fixed wireless provider operating predominantly in NSW, Victoria and Western Australia. The company listed in late May 2021 following the merger of Swoop and NodeOne and has a growing revenue base across retail, business and wholesale supported by 2 recent acquisitions that will provide further scale for the business.

Xpansiv are a global exchange, portfolio manager and data aggregator for ESG inclusive commodities including fuels, carbon, water, renewable energy and natural gas. Xpansiv offers a single point of access allowing over 2,000 companies to trade and manage ESG related commodities, with over US$10 billion of registered assets on its platform.