Investments

We curate a focused selection of private market investments, partnering with best-in-class managers and companies to provide you with a range of high-quality investment solutions that fit your portfolio and growth.

Select Funds

LightSpeed Venture Partners XIV

LightSpeed Venture Partners

Lightspeed is a global venture capital firm that invests in very early-stage enterprise, consumer and healthcare companies. Lightspeed uses a thematic approach to investing in order to identify early disruptive technologies and market trends before they become widely adopted. Lightspeed strives to recognise themes early by funding research and incubation programs, proactively reaching out to an established network of entrepreneurs, making seed investments, and leveraging the operational experience and technical expertise of its network to gain greater insight into areas addressing compelling market needs.
Playground Fund 1

Playground Fund I

Playground is a technology-focused venture capital firm based in Palo Alto, California. Established in 2015, Playground invests at the intersection of science, engineering, and commercialisation at scale. Playground’s typical portfolio companies are unique in venture, in that they often involve some combination of both hardware and software. Its team is made up of scientists, engineers, and PhDs, and is one of the most technically talented teams in venture capital.
American Industrial Partners VIII

American Industrial Partners VIII

American Industrial Partners is a specialist buyout manager based in New York that focuses on buying and improving industrial businesses, mostly based in the US. It seeks to combine the judgement and value creation capabilities of a strategic buyer with the execution skills of a leading private equity buyer. Unusually for a private equity fund, it is a team made up of and led by engineers and engineering-oriented operators.
TA Associates XV

TA Associates XV

TA Associates is a global manager with ~US$45bn under management. With its origins as one of the early east-coast venture pioneers, TA has been investing exclusively in buyouts and minority growth investments since the 1990s. TA has generated top-quartile returns over 29 years, with all of its funds, except for TA X (2006) in the top quartile on both net IRR and multiple bases. TA is raising TA XV, a US$15bn fund to continue this long-standing strategy. TA invests in high-quality business models, the most important factor of which is the quality of the revenue relationship between a business and its customers.
Quadrant Strategic Equity Fund

Quadrant Growth Fund 2

Quadrant is a boutique Australian private equity manager that invests in growth capital opportunities led by experienced management teams headquartered in Australia or New Zealand. The growth fund strategy provides growth capital (both control and minority) to companies that can accommodate an investment of $30m to $50m.
Playground Fund 1

Playground Leader Fund

Playground Global is a venture capital firm at the intersection of science, engineering and commercialisation at scale. The firm invests in early-stage companies across disruptive technologies with long-term societal impact. The team are made up of scientists, engineers and PhDs and are among the most technically talented in the venture capital ecosystem. The fund will invest in 6-8 opportunities over 1-2 rounds, providing investors with exposure to some of Playground Global’s most promising portfolio companies as they continue to grow, at a very low cost.
Left Lane II

Left Lane II

Left Lane Capital is a spin out team from Insight Venture Partners that specialises in internet and software enabled consumer businesses. Left Lane invests in consumer and prosumer (B2B that acquires customers like a consumer business) businesses in fintech, ecommerce, food, SMB software, health & wellness and ed-tech. The prior fund track record of the team and the early performance of Fund I is exceptional.
Hellman & Friedman

Hellman & Friedman

Hellman & Freidman (“H&F”) is a focused, pure-play private equity firm investing in North America and Western Europe with a very narrow investment philosophy; only investing in very high-quality businesses that the team has a high level of conviction in. H&F prefers to make fewer, larger investments and focus both resources and capital on its best ideas.
Hellman & Friedman

Hellman & Friedman

Hellman & Freidman (“H&F”) is a focused, pure-play private equity firm investing in North America and Western Europe with a very narrow investment philosophy; only investing in very high-quality businesses that the team has a high level of conviction in. H&F prefers to make fewer, larger investments and focus both resources and capital on its best ideas.
Bessemer Venture Partners

Bessemer Venture Partners XII

BVP is renowned for being one of the top venture capital firms globally. The firm manages US$9bn of assets, and has been early investors in companies such as Pinterest, LinkedIn, Shopify, Twilio and many others. BVP XII will continue BVP’s strategy of investing in minority positions in hyper-growth (over 100%) companies with revenues under US$50m. BVP XII will invest in seed (pre-revenue), early-stage and mid-stage venture.

Advent International GPE X

Advent is one of the best resourced and most experienced mid-market buyout managers globally. Its Global Private Equity Program (“GPE”) is the most consistently successful mid-market buyout program we track globally and is almost always oversubscribed by its existing investors. Advent describes its strategy as a barbell, investing in complex transformational opportunities on one end and high-growth acceleration opportunities at the other. Transformational opportunities are typically generated from under-managed or under-invested corporate carve-outs or public to private transactions where the team has a differentiated thesis vs the rest of the market.
Arrow Global

Arrow Global Credit Opportunities II

Arrow Global is an asset servicer and asset manager in European non-performing loans and non-core assets. Arrow Global operates a network of local loan servicing platforms in its five key markets (Italy, Portugal, UK, Ireland and the Netherlands) that also act as origination platforms to source investment opportunities in secured and unsecured distressed assets and generate differentiated returns on its investment. Arrow Global services over 200 banks and lenders and more than €70bn of third-party non-performing loans and other non-core assets. This unique position of servicing some of the key European market participants enables Arrow Global to create off-market opportunities and leverage its local insights to provide more accurate underwriting.
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LightSpeed Venture Partners XIV

LightSpeed Venture Partners

Lightspeed is a global venture capital firm that invests in very early-stage enterprise, consumer and healthcare companies. Lightspeed uses a thematic approach to investing in order to identify early disruptive technologies and market trends before they become widely adopted. Lightspeed strives to recognise themes early by funding research and incubation programs, proactively reaching out to an established network of entrepreneurs, making seed investments, and leveraging the operational experience and technical expertise of its network to gain greater insight into areas addressing compelling market needs.
Playground Fund 1

Playground Fund I

Playground is a technology-focused venture capital firm based in Palo Alto, California. Established in 2015, Playground invests at the intersection of science, engineering, and commercialisation at scale. Playground’s typical portfolio companies are unique in venture, in that they often involve some combination of both hardware and software. Its team is made up of scientists, engineers, and PhDs, and is one of the most technically talented teams in venture capital.
American Industrial Partners VIII

American Industrial Partners VIII

American Industrial Partners is a specialist buyout manager based in New York that focuses on buying and improving industrial businesses, mostly based in the US. It seeks to combine the judgement and value creation capabilities of a strategic buyer with the execution skills of a leading private equity buyer. Unusually for a private equity fund, it is a team made up of and led by engineers and engineering-oriented operators.
TA Associates XV

TA Associates XV

TA Associates is a global manager with ~US$45bn under management. With its origins as one of the early east-coast venture pioneers, TA has been investing exclusively in buyouts and minority growth investments since the 1990s. TA has generated top-quartile returns over 29 years, with all of its funds, except for TA X (2006) in the top quartile on both net IRR and multiple bases. TA is raising TA XV, a US$15bn fund to continue this long-standing strategy. TA invests in high-quality business models, the most important factor of which is the quality of the revenue relationship between a business and its customers.
Quadrant Strategic Equity Fund

Quadrant Growth Fund 2

Quadrant is a boutique Australian private equity manager that invests in growth capital opportunities led by experienced management teams headquartered in Australia or New Zealand. The growth fund strategy provides growth capital (both control and minority) to companies that can accommodate an investment of $30m to $50m.
Playground Fund 1

Playground Leader Fund

Playground Global is a venture capital firm at the intersection of science, engineering and commercialisation at scale. The firm invests in early-stage companies across disruptive technologies with long-term societal impact. The team are made up of scientists, engineers and PhDs and are among the most technically talented in the venture capital ecosystem. The fund will invest in 6-8 opportunities over 1-2 rounds, providing investors with exposure to some of Playground Global’s most promising portfolio companies as they continue to grow, at a very low cost.
Left Lane II

Left Lane II

Left Lane Capital is a spin out team from Insight Venture Partners that specialises in internet and software enabled consumer businesses. Left Lane invests in consumer and prosumer (B2B that acquires customers like a consumer business) businesses in fintech, ecommerce, food, SMB software, health & wellness and ed-tech. The prior fund track record of the team and the early performance of Fund I is exceptional.
Hellman & Friedman

Hellman & Friedman

Hellman & Freidman (“H&F”) is a focused, pure-play private equity firm investing in North America and Western Europe with a very narrow investment philosophy; only investing in very high-quality businesses that the team has a high level of conviction in. H&F prefers to make fewer, larger investments and focus both resources and capital on its best ideas.
Hellman & Friedman

Hellman & Friedman

Hellman & Freidman (“H&F”) is a focused, pure-play private equity firm investing in North America and Western Europe with a very narrow investment philosophy; only investing in very high-quality businesses that the team has a high level of conviction in. H&F prefers to make fewer, larger investments and focus both resources and capital on its best ideas.
Bessemer Venture Partners

Bessemer Venture Partners XII

BVP is renowned for being one of the top venture capital firms globally. The firm manages US$9bn of assets, and has been early investors in companies such as Pinterest, LinkedIn, Shopify, Twilio and many others. BVP XII will continue BVP’s strategy of investing in minority positions in hyper-growth (over 100%) companies with revenues under US$50m. BVP XII will invest in seed (pre-revenue), early-stage and mid-stage venture.

Advent International GPE X

Advent is one of the best resourced and most experienced mid-market buyout managers globally. Its Global Private Equity Program (“GPE”) is the most consistently successful mid-market buyout program we track globally and is almost always oversubscribed by its existing investors. Advent describes its strategy as a barbell, investing in complex transformational opportunities on one end and high-growth acceleration opportunities at the other. Transformational opportunities are typically generated from under-managed or under-invested corporate carve-outs or public to private transactions where the team has a differentiated thesis vs the rest of the market.
Arrow Global

Arrow Global Credit Opportunities II

Arrow Global is an asset servicer and asset manager in European non-performing loans and non-core assets. Arrow Global operates a network of local loan servicing platforms in its five key markets (Italy, Portugal, UK, Ireland and the Netherlands) that also act as origination platforms to source investment opportunities in secured and unsecured distressed assets and generate differentiated returns on its investment. Arrow Global services over 200 banks and lenders and more than €70bn of third-party non-performing loans and other non-core assets. This unique position of servicing some of the key European market participants enables Arrow Global to create off-market opportunities and leverage its local insights to provide more accurate underwriting.
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Co-Investments

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Strive Health

Strive Health

Strive is a technology-enabled value-based care provider that treats patients with kidney disease. The company primarily treats patients with chronic kidney disease and end stage renal disease. By combining physician involvement and a data driven approach, Strive delivers superior patient experiences in kidney health and both improves health outcomes for patients and reduces the total cost of care for payers. Strive is the market leader in value-based care for kidney care across the U.S and is currently serving 73,000 patients across 30 states.
Ultima Genomics

Ultima Genomics

Gene sequencing is an incredibly powerful tool for better understanding the human body and can be used to diagnose specific genetic conditions to create personalised medical regimes. Since the 1980s, significant progress has been made in making sequencing technology more accurate and more accessible. Ultima has developed a novel approach that delivers industry-leading accuracy at a fraction of its direct competitors, Illumina’s cost. Ultima combines standard, commercially available technology with its own innovations: (a) novel sequencing chemistry; (b) open flow cell on rotating disc substrate; (c) immersion optics; (d) modular differential optical imaging instrument design; and (e) machine learning pipeline for high throughput base calling.
Swift Navigation

Swift Navigation

Swift provides precise positioning products and services for autonomy, navigation, and tracking, enabling its customers to achieve centimetre-level absolute position in a very rapid and reliable fashion.
Strand Therapeutics

Strand Therapeutics

Strand Therapeutics Inc is a bio-technology company that has further developed mRNA technology beyond that which has been used to deliver vaccines to create a platform that is capable of delivering precision therapeutics to treat specific diseases in the human body. In addition to developing its own pipeline of drugs, Strand licenses its technology to other drug development companies that want to use this technology in their own drug development efforts. The platform can be applied to a wide range of diseases, although the initial applications are being developed for oncology. The deal was sourced through our partners at Playground Global.
Rocket Lab

Rocket Lab

Rocket Lab has established itself as the leader in small satellite launch services, serving very large and growing government and commercial markets. Taking advantage of the lack of capacity and strong demand for small satellite launches, Rocket Lab is one of only three private companies that have delivered satellites in orbit and has an unmatched launch record. Proprietary technology with no reliance on contractors or outsourced manufacturing, plus the regulatory set-up and location of its launch facility, gives Rocket Lab a competitive advantage in the provision of both launch and wider space services.
Rise Broadband

Rise Broadband

Rise Broadband currently the largest independent fixed wireless provider in the US, with 151k subscribers across 16 states in mostly rural areas. GI Partners, our Partner Manager on the deal has plans to convert it to a fibre business, providing Fibre-to-the-Home to target areas within its existing footprint.
Pachyderm

Pachyderm

Founded in 2014 by former Airbnb and RethinkDB executives, the company is positioning to be ‘the Machine Learning system of record’. It has built an enterprise-grade, open-source data science platform that applies ‘DevOps’ principles to ML (creating a new category called “MLOps”). MLOps allows users to automate and monitor ML systems from integration and testing, to releasing, deployment and infrastructure management. This allows for continuous ML operation in production.
Omio

Omio

Omio (fka GoEuro Corp.) unifies a traveller’s journey through discovery, planning, booking and ticketing. Users search and book travel across multi-modal (air, ground, rail and ferry) inventory. Omio’s superior UX removes the cumbersome and fragmented transportation process, particularly in non-local (i.e. city-to-city) ground transport.
Netskope

Netskope

Netskope is a cloud security company that offers a suite of digital security solutions. The Company’s main product is a Cloud Access Security Broker (CASB) that helps enterprises secure sensitive data in the cloud.
M1

M1 Finance

M1 Finance is a fintech company offering a robo-advisory investment platform with brokerage accounts, digital checking accounts and credit offerings. M1 Finance offers an electronic trading platform for the trade of various financial assets including stocks, fractional-share ownership, and ETFs. The company also provides margin lending, credit cards, automatic rebalancing services, dividend reinvestment services, crypto trading services and cash management services including debit cards.
Lake Air Products

Lake Air

Lake Air Products is a Minneapolis, MN based vertically integrated advanced manufacturing partner to some of the country’s largest original equipment manufacturers. Lake Air’s mix of capabilities is in high demand and the Company has generated a competitive advantage by strategically positioning itself deeply within its customers’ supply chains/processes. Lake Air’s capabilities include precision sheet metal fabrication, CNC machining, stamping, welding, structural/electromechanical assembly, paint/metal finishing, tooling and design/engineering.
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Anthropic

Strive Health

Strive Health

Strive is a technology-enabled value-based care provider that treats patients with kidney disease. The company primarily treats patients with chronic kidney disease and end stage renal disease. By combining physician involvement and a data driven approach, Strive delivers superior patient experiences in kidney health and both improves health outcomes for patients and reduces the total cost of care for payers. Strive is the market leader in value-based care for kidney care across the U.S and is currently serving 73,000 patients across 30 states.
Ultima Genomics

Ultima Genomics

Gene sequencing is an incredibly powerful tool for better understanding the human body and can be used to diagnose specific genetic conditions to create personalised medical regimes. Since the 1980s, significant progress has been made in making sequencing technology more accurate and more accessible. Ultima has developed a novel approach that delivers industry-leading accuracy at a fraction of its direct competitors, Illumina’s cost. Ultima combines standard, commercially available technology with its own innovations: (a) novel sequencing chemistry; (b) open flow cell on rotating disc substrate; (c) immersion optics; (d) modular differential optical imaging instrument design; and (e) machine learning pipeline for high throughput base calling.
Swift Navigation

Swift Navigation

Swift provides precise positioning products and services for autonomy, navigation, and tracking, enabling its customers to achieve centimetre-level absolute position in a very rapid and reliable fashion.
Strand Therapeutics

Strand Therapeutics

Strand Therapeutics Inc is a bio-technology company that has further developed mRNA technology beyond that which has been used to deliver vaccines to create a platform that is capable of delivering precision therapeutics to treat specific diseases in the human body. In addition to developing its own pipeline of drugs, Strand licenses its technology to other drug development companies that want to use this technology in their own drug development efforts. The platform can be applied to a wide range of diseases, although the initial applications are being developed for oncology. The deal was sourced through our partners at Playground Global.
Rocket Lab

Rocket Lab

Rocket Lab has established itself as the leader in small satellite launch services, serving very large and growing government and commercial markets. Taking advantage of the lack of capacity and strong demand for small satellite launches, Rocket Lab is one of only three private companies that have delivered satellites in orbit and has an unmatched launch record. Proprietary technology with no reliance on contractors or outsourced manufacturing, plus the regulatory set-up and location of its launch facility, gives Rocket Lab a competitive advantage in the provision of both launch and wider space services.
Pachyderm

Pachyderm

Founded in 2014 by former Airbnb and RethinkDB executives, the company is positioning to be ‘the Machine Learning system of record’. It has built an enterprise-grade, open-source data science platform that applies ‘DevOps’ principles to ML (creating a new category called “MLOps”). MLOps allows users to automate and monitor ML systems from integration and testing, to releasing, deployment and infrastructure management. This allows for continuous ML operation in production.
Omio

Omio

Omio (fka GoEuro Corp.) unifies a traveller’s journey through discovery, planning, booking and ticketing. Users search and book travel across multi-modal (air, ground, rail and ferry) inventory. Omio’s superior UX removes the cumbersome and fragmented transportation process, particularly in non-local (i.e. city-to-city) ground transport.
Netskope

Netskope

Netskope is a cloud security company that offers a suite of digital security solutions. The Company’s main product is a Cloud Access Security Broker (CASB) that helps enterprises secure sensitive data in the cloud.
M1

M1 Finance

M1 Finance is a fintech company offering a robo-advisory investment platform with brokerage accounts, digital checking accounts and credit offerings. M1 Finance offers an electronic trading platform for the trade of various financial assets including stocks, fractional-share ownership, and ETFs. The company also provides margin lending, credit cards, automatic rebalancing services, dividend reinvestment services, crypto trading services and cash management services including debit cards.
ExaBeam

Exabeam Inc

Exabeam is a growth-stage information security operations company, based in San Mateo, California, that enables security teams to identify and protect against threats.
Everside Health

Everside Health Holdings

Everside provides technology-enabled direct primary care that offers patients direct and convenient 24/7 access to their physicians through employer on-site clinics, near-site health clinics and virtual clinical access. Everside is the second largest value-based primary care provider in the U.S., with nearly 400 clinics across 34 states serving over 570,000 members.
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Lake Air Products

Lake Air

Lake Air Products is a Minneapolis, MN based vertically integrated advanced manufacturing partner to some of the country’s largest original equipment manufacturers. Lake Air’s mix of capabilities is in high demand and the Company has generated a competitive advantage by strategically positioning itself deeply within its customers’ supply chains/processes. Lake Air’s capabilities include precision sheet metal fabrication, CNC machining, stamping, welding, structural/electromechanical assembly, paint/metal finishing, tooling and design/engineering.
Athena Health

Athena Health

athenahealth, Inc. is a leading provider of cloud-based enterprise software solutions for medical groups in the United States. The Company partners with more than 140,000 ambulatory and primary care providers across more than 120 specialties to support the delivery of leading clinical and financial outcomes. Headquartered in Watertown, Massachusetts, Athena delivers mission-critical cloud technology to United States physician practices. Athena’s solutions, including electronic health records, revenue cycle management, telehealth, payments and patient engagement tools, that enable its customers to increase clinical efficiency, optimise financial performance, improve patient care outcomes, and support providers in accelerating their shift toward value-based care.
Anthropic logo

Anthropic

Pachyderm

Pachyderm

Founded in 2014 by former Airbnb and RethinkDB executives, the company is positioning to be ‘the Machine Learning system of record’. It has built an enterprise-grade, open-source data science platform that applies ‘DevOps’ principles to ML (creating a new category called “MLOps”). MLOps allows users to automate and monitor ML systems from integration and testing, to releasing, deployment and infrastructure management. This allows for continuous ML operation in production.
Anthropic logo

Anthropic

Rise Broadband

Rise Broadband

Rise Broadband currently the largest independent fixed wireless provider in the US, with 151k subscribers across 16 states in mostly rural areas. GI Partners, our Partner Manager on the deal has plans to convert it to a fibre business, providing Fibre-to-the-Home to target areas within its existing footprint.
Columbia Spectrum Partners

Columbia Capital Spectrum – Auction 110

This was an investment into an auction of wireless spectrum in the United States, which is the critical digital infrastructure that enables mobile communications. Wireless spectrum is limited in supply yet is experiencing a structural increase in usage and demand as we use mobile and connected devices to do more powerful and data intensive tasks. Auction 110 (this investment) repurposed 100MHz of adjacent Mid-Bands spectrum, that had been used by the Department of Defence, for use by the Carriers. Auction 110 covered the last block of spectrum that is essential in operating 5G mobile networks.

For further information on Potentum Partners’ investment deals please reach out to the team.