Where we work.
A small number of domains where the science in our target geographies is genuinely competitive, the commercialization pathways are legible, and the global market is large enough to absorb what gets built.
Battery chemistries, electrode and electrolyte materials, grid-scale storage, and the materials science underneath all of it. The global market is large, the demand is structural, and the research base in our target geographies is among the strongest in the world.
Functional and structural materials with defined commercial pathways — catalysts, membranes, coatings, composites, semiconductor-adjacent materials. The domain rewards deep scientific work and connects to industrial buyers who can underwrite the path from lab to product. We engage selectively in critical minerals and rare earth processing where the research has commercial pathways into supply chains of strategic importance.
Treatment technologies, desalination, sensing and monitoring, materials for water and air remediation. The work is consequential, the markets are global, and the research strength in our target geographies is unusually deep.
Trait development, breeding technologies, biologicals, and the genomic and computational infrastructure underneath them. The research base in our target geographies is among the strongest in the world, and the commercial pathways — through seeds, traits, and agricultural inputs — are well-defined. We engage selectively, with researchers whose work has a clear path to commercialization.
Therapeutics discovery, drug delivery, formulation, and process chemistry. We engage here selectively, with researchers whose work has a defined commercial pathway and whose institutions can support the longer timelines this domain requires.
Methods and platforms that sit at the interface of biology and computation, including protein design, genomics, and the infrastructure layers that make biological research more productive. We engage here as the field matures and as the research groups we work with extend into it.