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Real Estate & Real Assets Structured Credit 4th Industrial Revolution Strategies Sports, Media & Entertainment Private Market Secondaries Real Estate & Real Assets Structured Credit 4th Industrial Revolution Strategies Sports, Media & Entertainment Private Market Secondaries
Pillar 03

Fourth Industrial Revolution
& Energy

AI demands power. Power demands decarbonisation. Decarbonisation demands new technology. We invest across that entire value chain, from AI infrastructure and applied biotech to the energy transition stack, in developed markets and in the emerging economies where sovereign capital is building independently.

Focus
Tech & Energy
AI, deep tech, biotech, longevity, digital identity and energy transition
Markets
Global
Developed and emerging markets including Gulf, Sub Saharan Africa and Southeast Asia
Structure
Venture to Growth
With continuation vehicle capability
Our Thesis

Technology and Energy:
The Same Transition

The Fourth Industrial Revolution and the global energy transition are not separate themes. They are the same structural shift. AI demands power. Power demands decarbonisation. Decarbonisation demands new technology. We invest across this entire value chain, from the software layer to the physical infrastructure enabling it.

We are active in developed markets and in emerging economies where sovereign backed energy access programmes present generational investment opportunities for well positioned capital partners.

Where We Invest

Our Sub Strategies

Artificial Intelligence Infrastructure
Compute, data centres, model training infrastructure and the enterprise software layer built on top of foundation models.
Blockchain and Distributed Systems
Infrastructure, protocols and applications built on decentralised networks with real world utility and durable revenue models.
Applied Biotech and Longevity
We invest in applied biotechnology companies and longevity focused businesses where scientific progress is creating commercial opportunity at scale.
IoT and Industrial Tech
Connected infrastructure, industrial automation and the sensor and data layers enabling the next generation of physical operations.
Storage and Grid
Advanced battery and long duration storage, floating energy storage systems, grid modernisation and distributed energy infrastructure.
Green Hydrogen and Direct Air Capture
Next generation clean fuel production, direct air capture and carbon removal technologies at commercial scale.
Electric Mobility and Nuclear
Electric vehicle infrastructure, electric mobility platforms and small modular nuclear, the baseload clean energy solution for the AI era.
Why Red Pin Capital

Our Competitive Edge

Deep Investor Network
Our relationships span corporate venture arms, sovereign wealth funds, infrastructure investors and specialist energy transition managers across 18 active markets globally.
Emerging Market Access
We operate in Gulf markets, Sub Saharan Africa and Southeast Asia where sovereign energy programmes create access for well positioned capital partners.
Continuation Vehicles
Commercialisation takes time in deep tech and energy infrastructure. We structure continuation vehicles to support businesses through the critical gap between first commercial deployment and scale.
Cross Divisional Intelligence
Our Credit and Real Assets divisions provide unique insight into the financing needs and asset base requirements of energy transition infrastructure.
Explore a Technology or Energy
Opportunity With Us
Get in Touch