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Investment Thesis

A concentrated, high-conviction portfolio across five segments of the AI value chain.

Five target segments

Foundation Models

LLMs, SLMs and edge. The core intelligence layer underpinning most AI applications.

AI Infrastructure

GPUs, LPUs and inference. The compute layer on which models operate.

Data Analytics, API & Distribution

Turning proprietary data into usable intelligence at enterprise scale.

Autonomous Machines & Robotics

The physical expression of AI, spanning robotics, defence and manufacturing.

Enterprise AI Agents

The application and agent layer delivering measurable enterprise productivity.

Our approach

Top-down portfolio construction across 5 target segments applying our proprietary Five-Filter framework.¹

The Five-Filter Framework The AI Opportunity

Register your interest

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

1. 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.