The Delta-G Edge

A global investment manager, specialising in private market
secondaries investments in leading AI companies

The Delta-G team combine 45+ years' experience, managed A$500m+, across 50+ companies investing in technology globally across all key transaction types.1 Prior to establishing the Fund the team achieved a 3x MOIC and 100%+ IRR investing in a targeted select portfolio companies that fit our investment hypothesis.

Institutional Grade Investment

Structured, disciplined and methodical investment approach and strategy executed by a highly experienced and institutional grade team2.

Exposure To High-Growth Private AI

Provides wholesale investors access to high-growth global private AI companies, revenue ~US$500m to US$1B+ run-rate, or near-term path.

Secondaries Investment Approach

Investment via institutional private market secondaries, a pathway to high growth late stage AI opportunities.

Unique Investment Thesis

Top-down portfolio construction across 5 target segments applying our proprietary Five-Filter framework.

Existing Core Portfolio Positions

Current existing portfolio position in high growth late stage private companies - Anthropic, OpenAI, Mercor, Replit and OpenEvidence3.

EXISTING INVESTMENTS

Delta-G has secured positions in some of the world’s leading AI companies

Coming soon

Our Funds

Built to institutional-grade portfolio construction standards using
Delta-G’s Five-Filter Framework & AI segment investment thesis

Delta-G Global Growth Fund

AU · Wholesale investors
View fund

Jersey Fund

Launching soon
Preview
10-15investments per fund
Top 3company in its sector
30% YoYminimum revenue growth per investment
Target portfolio construction4

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Delta-G provides wholesale investors a structured, high-conviction portfolio of late stage AI companies.

1. Returns shown were achieved by entities associated with the founding principals outside of and prior to the Fund's establishment, on a deal-by-deal basis. The Fund has no performance track record. Past performance is not indicative of future performance. Nothing in this presentation constitutes a promise, representation or guarantee of future Fund returns.

2. Institutional-grade refers to governance features including Trustee oversight, investment committee governance, external administration and independent valuation processes.

3. References to “leading” companies reflect the Investment Manager’s assessment. Past performance is not a reliable indicator of future Fund performance.

4. The target portfolio parameters set out above reflect the Investment Manager’s current intentions and represent targets rather than binding constraints.

References to “leading” companies reflect the Investment Manager’s assessment. Past performance is not a reliable indicator of future Fund performance. All company information is sourced from publicly available sources including company websites, PitchBook, Reuters, Bloomberg, TechCrunch and Morningstar, supplemented by Delta-G’s own analysis. Information has not been independently verified and may change.