10-15investments per fund
Top 3company in its sector
30% YoYminimum revenue growth per investment
Five-Filter Framework
Top-down portfolio construction applying our proprietary framework.2
- Revenue Scale
- Market Position
- Management & Investors
- Capital Efficiency
- Exit Visibility
Investment Thesis
A concentrated, high-conviction portfolio across five segments of the AI value chain.
Foundation Models
AI Infrastructure
Data Analytics, API & Distribution
Autonomous Machines & Robotics
Enterprise AI Agents
Register your interest
Delta-G provides wholesale investors a structured, high-conviction portfolio of late stage AI companies.
1. The target portfolio parameters set out above reflect the Investment Manager’s current intentions and represent targets rather than binding constraints.
2. 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.