Strategy
North Capital’s strategy now centres on transformative technologies and next-generation industries, weaving material ESG insights into every decision to reinforce long-term value creation. By allocating capital to innovators reshaping software, digital commerce, infrastructure, and advanced industrial tech, we seek to deliver compelling risk-adjusted returns while fostering resilient, technology-enabled progress.
We therefore target companies at the forefront of cloud computing, artificial intelligence, e-commerce platforms, and resource-efficient industrial solutions—businesses with scalable models, defensible IP, and the capacity to define tomorrow’s connected economy.
Enterprise Cloud Software
SOFTWARE
North Capital believes the global migration to cloud-native enterprise software is reshaping every sector and presents a durable, long-term investment opportunity. We focus on companies delivering SaaS platforms, cybersecurity, data-analytics engines, and DevOps tooling that unlock productivity and competitive advantage for modern businesses. Our mandate is to back firms with differentiated intellectual property, clear product–market fit, and scalable subscription models capable of redefining how organizations operate.
Beyond core applications, transforming how data are stored, processed, and secured is essential for a truly digital economy. North Capital invests in businesses enabling low-code development, edge computing, API-first architectures, and cloud orchestration—technologies that simplify deployment while enhancing resilience and agility. Our investment approach targets teams with visionary road-maps and disciplined execution, supporting solutions that lower cost, accelerate innovation, and power the next generation of connected enterprises.
INTERNET
Marketplace Platforms
North Capital believes the rapid rise of e-commerce ecosystems and internet-native marketplaces is redefining global consumption and offers a durable, long-term investment opportunity. We target businesses operating scalable marketplaces, embedded-payment rails, logistics optimisation, and data-driven merchandising engines that deliver seamless transactions and superior customer engagement.
Beyond retail, re-architecting how goods and services are discovered, purchased, and fulfilled is pivotal to the next wave of digital growth. North Capital backs companies enabling cross-border commerce, omni-channel SaaS, ad-tech monetisation, and supply-chain analytics—solutions that harness network effects and advanced insights to unlock efficiency and margin expansion.
Digital Infrastructure
VIRTUAL INNOVATION
North Capital recognises the pivotal role of digital infrastructure—from hyperscale data centres and carrier-neutral fibre networks to edge-compute nodes and 5G spectrum—in powering the modern economy. We focus on companies building and operating the core assets, software-defined networks, and connectivity services that deliver secure, low-latency capacity at global scale. Our mandate is to back firms with long-term contracted revenues, differentiated technology moats, and the ability to scale efficiently as demand for bandwidth and compute accelerates.
Beyond the backbone itself, optimising how data move, process, and interconnect is essential for a seamless digital future. North Capital invests in businesses enabling cloud on-ramps, network-as-a-service platforms, AI-optimised acceleration, and smart-infrastructure management software—solutions that enhance resilience, energy efficiency, and cost performance. By targeting innovators with strong market positions and agile execution, we aim to compound capital while powering the next generation of connected, intelligent infrastructure.
