Fund launch - Australia’s first dedicated wholesale private secondaries fund focused on the leading private global AI companies

At Delta-G we believe that the world’s most transformative AI companies will deliver substantial value over the next decade, and that the best access to this opportunity lies in the private market. We note the Forge Global Private Magnificent 7 has generated a 145% return over the last 12 months to 17 May 2026, outperforming the Public Magnificent 7 by 104 percentage points (source: https://lnkd.in/gJn2YFM3).

At Delta-G we believe private market secondaries represent the most compelling way to access these AI companies – a market that, until now, has been limited and fragmented. Access to these private global AI companies has largely been limited to single-asset SPVs, complex structures, high fees and non-institutional managers.

Today, we’re proud to launch The Delta-G Global Growth Fund - Australia’s first dedicated wholesale private secondaries fund,¹ focused on what we believe to be the leading private global AI companies, and the fastest-growing emerging players in the space.

The Delta-G Global Growth Fund

• Founded and operated by three highly experienced Australian investment professionals.
• The team has made AI investments in Anthropic, OpenAI, SpaceX, Replit and Cerebras.
• The Fund is overseen by an institutional grade investment and advisory committee and trustee.
• Built to deliver institutional-quality support, service and reliability for Australian investors.

The Fund is open to wholesale investors – including HNWs, family offices and SMSFs seeking institutional quality access to the global AI opportunity through a structured, concentrated portfolio approach.

Our investment strategy and portfolio construction process draws from institutional methodology. We apply a top-down approach to private market investing, informed by 3 core pillars:

1. Five core segments across the AI value chain

• Foundational Models
• AI Infrastructure and AI Cloud
• Data Analytics and Distribution Platforms
• AI Enterprise
• AI Hardware

2. Five-Filter investment Framework

• Revenue scale US$1b run rate
• Leading Market Positioning or emerging leaders
• Quality Management and Investors
• Capital Efficiencies
• Exit Visibility

3. A concentrated, high conviction target portfolio

• 10-15 portfolio investments
• Balanced exposure between established names
• Plus, emerging leaders

We believe the next decade of value creation will be driven by AI, and we have created the Delta-G Growth Fund, so Australian investors don't miss out.

The Fund is now live....

Wholesale investors are invited to visit www.deltagcapital.com for more information or reach out to our team today.

1. Based on the Investment Manager's knowledge of the Australian market as at 25 May 2026. This statement has not been independently verified; it is possible that other funds exist or may be established that share some or all of the characteristics described.