SG is actively investing in information technology companies across a broad range of areas including consumer, semiconductors, security and enterprise.
Aerospace & Defense
SG is actively investing in security & defense contractor companies with focus on IT software/solution, intelligence, cyber security, autonomous robotics, sensors and platforms and supply chain security capabilities. One of the more significant opportunities coming out of the recent rapid globalization trend is security of critical assets, from intellectual property in software to personal identity to physical protection of supply chains and critical infrastructures. The global security market size is estimated to exceed $150b by 2025, and companies with applicable products and services that can be leveraged across both commercial and government markets are positioned to surpass the more traditional government-dependent, weapon system focused companies. SG most recently funded an acquisition company that is focused on acquiring established, well-managed and consistently profitable security/defense contractors to address this need.
Energy & Power
Currently valued at $66.67B and expected to reach $152.31B by 2022, Smart Industry market companies leverage disruptive technologies (e.g. AI/ML, Analytics, Autonomy & Blockchain) to enable cyber-physical systems to monitor the physical processes of the system (or factory etc.) and make decentralized decisions. The physical systems become Internet of Things, communicating and cooperating both with each other and with humans in real time via the wireless web. Sciath targets funding companies and projects which include the following characteristics:
- Interoperability — machines, devices, sensors and people that connect and communicate with one another.
- Information transparency — the systems create a virtual copy of the physical world through sensor data in order to contextualize information.
- Technical assistance — both the ability of the systems to support humans in making decisions and solving problems and the ability to assist humans with tasks that are too difficult or unsafe for humans.
- Decentralized decision-making — the ability of cyber-physical systems to make simple decisions on their own and become as autonomous as possible.
SG most recently funded an acquisition company (Sciath.io) focused on licensing technologies and acquiring companies focused on digital (“crypto”) asset production and distribution.