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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, Machine Learning and Robotics
Compute, data centres, model training infrastructure and the enterprise software layer built on top of foundation models, alongside the machine learning systems and robotics turning that intelligence into physical capability.
Blockchain and Distributed Systems
Infrastructure, protocols and applications built on decentralised networks with real world utility and durable revenue models.
Applied Biotech and Longevity
Applied biotechnology and longevity focused businesses where scientific progress is creating commercial opportunity at scale.
Energy Storage and Distributed Grid
Long duration battery storage, floating power generation, micro-grids and distributed energy infrastructure built to serve demand the central grid cannot reach.
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.