About Delta-G
Delta-G Capital is a globally focussed investment manager specialising in private market secondaries investments.
Delta-G Capital
Delta-G was founded by a team of investment and capital market professionals with an established track record and deep investment experience in private markets technology investing across private equity, venture capital, growth equity and late-stage growth, in both primary and secondary markets and across Australia and multiple jurisdictions globally.
What is Delta-G?
In thermodynamics, “∆G” relates to energy transitions. When ∆G favors release, stored potential detonates into motion unlocking spontaneous, unstoppable momentum.
At Delta-G Capital, this represents our mission: the moment where access, timing, and capital converge to unlock extraordinary value in the world’s most important AI-driven technology companies.
Our experience
Delta-G was founded by three investment and capital market professionals who have each built careers at the intersection of private markets, technology investing, and institutional capital. Prior to the Fund, the Delta-G team established a proven track record and reputation with a combined 45+ years’ experience, managed A$500m+, across 50+ companies investing in technology, consumer, healthcare, fintech, prop tech and generalist companies around the world.1
The Delta-G team has experience across all key transaction types including late-stage VC, growth equity, pre-IPO, IPO and secondaries. Prior to the Fund they have achieved a 3x MOIC and 100%+ IRR over investing in a targeted select portfolio companies that fit our investment hypothesis2. The team is complemented by an institutional grade Investment Committee and Advisory Board whom work for some of largest capital allocators in the world.
Our process
- Thematic concentration on the AI ecosystem ~ deeper domain and pricing expertise.
- Top-down approach across the entire AI investment universe comprised of high-growth private global AI companies.
- Five-Filter Framework governed by our investment process guidelines.3
- The result is a target portfolio of 10–15 positions of the top 3-5 companies within each sector/segment.
- Access via our wide network of US venture capital funds.
- We have built these relationships over many years, prior to the Fund we completed multiple transactions in this space.
Register your interest
Delta-G provides wholesale investors a structured, high-conviction portfolio of late stage AI companies.
1. Figures provided with respect to the Delta-G team’s collective investment management experience, portfolio management experience and track record including number(s) and size(s) of investments shown are cumulative with respect to the three principals of the Investment Manager, and relate to individual experience of such individuals at one or more previous investment management firms. This experience was achieved individually by the relevant founding principals or entities associated with the founding principals and outside of and prior to the Fund’s establishment. The Fund has no previous or current performance track record.
2. 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.
3. Five-Filter Framework is a Delta-G proprietary tool, the assessment of market leaders and emerging disruptors if based on the Investment Manager’s knowledge, due diligence and sole assessment. These statements have not been independently verified.