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June 18, 2026
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8
min read

Three things the State of Quantum 2026 report tells an early-stage investor

The State of Quantum 2026 report shows quantum computing maturing into a real market. For investors, the biggest opportunities lie in enabling infrastructure today and commercial adoption tomorrow.

Why are we still building development teams like it’s 2020?

Portfolio spotlight: Dreamfold

What founders get wrong about speed and scale

Quantum computing in Europe: lessons from IQM and OpenOcean

The state of agentic AI in 2025: what’s working, what isn’t, and what’s next

What we’ve learned from the front lines of AI-enabled services

Enterprise automation market industry update: automation after GenAI

How to manage high-performance individuals in 2025

Portfolio Spotlight: Embeddable

Why we invested in Embeddable

The market map for AI-enabled services: where to watch in 2025

Why we invested in Authologic

June 18, 2026
·
8
min read

Three things the State of Quantum 2026 report tells an early-stage investor

The State of Quantum 2026 report shows quantum computing maturing into a real market. For investors, the biggest opportunities lie in enabling infrastructure today and commercial adoption tomorrow.
February 4, 2026
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6
min read

Why are we still building development teams like it’s 2020?

Twenty-five years ago, I could have written that same sentence and replaced “AI” with “the Web,” and forty years ago, “the personal computer.” This is not an article about needing to use Claude or other agentic AI tools; that is something you should be doing already. In this case, I’m talking about a fundamental restructuring of how software gets built and deployed.
January 12, 2026
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9
min read

Portfolio spotlight: Dreamfold

Welcome to our portfolio spotlight series, where we highlight the teams behind some of the most ambitious technical companies. A company is only as strong as the people behind it, which is why we share the stories of the teams driving these disruptive innovations.
September 13, 2024
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6
min read

OpenOcean ESG Report 2024: Driving More Value From ESG

We are happy to share the results of our 6th annual ESG report to unpack the current ESG statistics of our portfolio companies.
July 31, 2024
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5
min read

Leveling up AI: SW England tops list for average AI funding as North of England skyrockets

New analysis from O3 platform highlights growing regional strength of UK AI startup ecosystem over last decade.
January 9, 2024
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20
min read

Macro and Market update 2023 – “Is this hangover finally over?”

In this update we will provide you with our assessment and view on the current macro and market environment, highlighting key changes, and how this has been impacting public and private investments.