Portfolio and outcomes
Results over rhetoric.
A venture record should show where a firm entered, what the company became, and how value was realised. Not only a wall of logos.

Selected companies.
A selection of companies across payments, software, financial crime intelligence, marketplaces, gaming and fusion energy.
01
GoCardless
UK
Payments infrastructure
Series A · 2014
01 GoCardless
UK · Payments infrastructure
Series A · 2014
02
Contentful
Germany
Headless CMS / SaaS
Seed · 2013
02 Contentful
Germany · Headless CMS / SaaS
Seed · 2013
03
ComplyAdvantage
UK
RegTech / AML
Series A · 2017
03 ComplyAdvantage
UK · RegTech / AML
Series A · 2017
04
Vestiaire Collective
France
Luxury resale marketplace
Series B · 2015
04 Vestiaire Collective
France · Luxury resale marketplace
Series B · 2015
05
Vivino
Denmark
Wine marketplace
Series A · 2014
05 Vivino
Denmark · Wine marketplace
Series A · 2014
06
Proxima Fusion
Germany
Fusion energy / deep tech
Seed · 2022
06 Proxima Fusion
Germany · Fusion energy / deep tech
Seed · 2022
07
Dream Games
Turkey
Mobile gaming
Series A · 2020
07 Dream Games
Turkey · Mobile gaming
Series A · 2020

Verified exits
Selected exits and liquidity events.
Depop
UK · Acquisition
Etsy (NASDAQ: ETSY)
$1.625B · 2021
Peakon
Denmark · Acquisition
Workday (NASDAQ: WDAY)
$700M · 2021
Darktrace
UK · IPO
London Stock Exchange (LSE: DARK)
£1.65B at listing · 2021
Talend
France · Take-private
Thoma Bravo (post-NASDAQ: TLND)
$2.4B · 2021
Nutmeg
UK · Acquisition
JPMorgan Chase
$700M (estimated) · 2021
Flywire
Spain / US · IPO
NASDAQ: FLYW
$3.1B at listing · 2021
Truecaller
Sweden · IPO
Nasdaq Stockholm (TRUEB)
$3.7B market capitalisation · 2021
NaturalMotion
UK · Acquisition
Zynga
$527M · 2014
Recorded Future
Sweden / US · Acquisition
Mastercard
$2.65B · 2024
Digital Surgery
UK · Acquisition
Medtronic
Undisclosed · 2020
Frontier Car Group
Germany · Acquisition
OLX Group (Naspers)
$400M (estimated) · 2019
Exit values reflect announced transaction values, listing valuations or reported market capitalisation as indicated. Estimated figures are identified as estimates.

A portfolio is a set of decisions.
The point is not to collect logos. It is to enter companies at a price and stage where insight can become ownership, then preserve the ability to support the few that compound.
For eligible investors, the full portfolio schedule includes entry date, invested capital, ownership, current value, realised proceeds, valuation method and attribution by fund.
Request the full portfolio schedule