Investing in technology to rewrite the future

OUR STORY

Engineered for Success

North Capital is a student-run investment firm dedicated to public-equity markets. Guided by disciplined research and active portfolio construction, we seek to compound capital sustainably over time. Our investments span US, European, and Emerging-Market equities, with positions chosen for their superior growth runway and risk-adjusted return profile.

We concentrate on transformative technologies and next-generation industries, integrating material ESG considerations into every decision. By backing innovators that advance progress and responsibility alike, we aim to deliver competitive returns while shaping a more resilient global economy.

£50k+

AUM

OUR STRATEGY

Enterprise Software & Cloud Solutions

1.

North Capital deploys capital into high-growth software platforms that underpin the modern digital economy. Through rigorous research, we identify cloud-native solutions, AI engines, cybersecurity frameworks, and data infrastructure that transform operations and unlock scalable value. Our thesis favours businesses with recurring revenue, mission-critical products, and clear paths to durable market leadership.

Beyond core applications, we recognise surging demand for secure, intelligent connectivity. We invest in companies building edge-computing architectures, developer tooling, digital twins, and vertical SaaS that re-imagine industry workflows—from fintech and healthcare to smart manufacturing. By championing founders who fuse innovation with responsible data practices, we aim to compound capital while enabling a more resilient and connected global economy.

2.

E-Commerce & Marketplaces

North Capital targets the engines of internet-enabled commerce— scalable marketplaces and e-commerce platforms redefining how goods and services move globally. We back companies harnessing network effects, frictionless payments, and data-driven merchandising to unlock new growth vectors and operational efficiency. Our focus spans consumer, B2B, and niche vertical marketplaces, including innovators in cross-border trade, last-mile logistics, and omnichannel retail infrastructure.

Within this domain we prioritise businesses wielding proprietary technology and defensible ecosystems: adaptive pricing algorithms, embedded fintech rails, supply-chain optimisation, and personalisation engines powered by advanced analytics. We look for management teams with demonstrated execution, capital-efficient scaling, and clear paths to sustainable margin expansion. By allocating to these internet leaders, North Capital aims to compound capital while propelling the next wave of connected commerce and consumer empowerment.

3.

Digital Infrastructure & Connectivity

North Capital invests in the critical backbone of the digital economy— cloud infrastructure, edge data centres, carrier-neutral fibre networks, and next-generation wireless systems that deliver secure, low-latency compute and connectivity at global scale. We back operators and suppliers deploying software-defined infrastructure, high-efficiency power and cooling, and automation to achieve superior uptime, cost leadership, and environmental resilience.

Within this vertical we prioritise platforms with long-term contracted revenues, hard-to-replicate physical assets, and proprietary technology moats. Our remit spans AI-optimised semiconductor acceleration, GPU clusters, optical interconnects, and smart-infrastructure management software that maximise utilisation while minimising carbon footprint. By financing these foundational enablers, North Capital aims to compound capital while powering the infrastructure layer of tomorrow’s connected world.

European Equities

Emerging Markets

US Equities

Cloud & AI Platforms

Our team of investment experts brings together a wealth of experience and expertise in the equity markets. With a deep understanding of global trends and market dynamics, we are able to make informed investment decisions. We are committed to delivering exceptional results and contributing to a sustainable future.

E-Commerce & Marketplaces

Industrial Automation

FinTech & Payments

Digital Infrastructure

Mobile FinTech