02
BY THE NUMBERS
Total Shareholder Return
~57%
NAV Per Share Growth
10.0x
Net Asset Value
~$825m
PORTFOLIO COMPANIES
13
Ownership by Five Eyes Capital
95%
We invest in companies that enhance and secure the critical technologies and infrastructure of tomorrow.
Serendipity Capital is a global investment firm focused on B2B, dual-use technologies at the intersection of commercial value and national security. We back founders building the revolutionary technologies that enterprises and governments will rely on for both economic advantage and the security of their populations. We are a trusted, full-lifecycle capital partner, bringing global networks and operational expertise proven to transform founder vision into global leadership.
Eight focus areas where commercial trajectory and strategic relevance converge.
In critical technologies, trusted capital is a non-negotiable and we built the firm to meet that standard from day one. Our team, shareholder base and networks are composed exclusively of ‘aligned democracies’. Our senior advisors include former leaders of the CIA, GCHQ, UK MOD and Australian Intelligence community.
The current portfolio consists of 13 high conviction investments across quantum, AI, semi-conductors and adjacent critical technologies, with maturity ranging from early stage to multi-billion dollar market leaders.
Critical technology investing requires global networks. Our three offices are strategically positioned to provide the connective tissue between innovation, talent, and customer demand.
