FOUNDED FOR THE BOLD · since 2024

Backing bold founders.
Build enduring companies.

We are a long-term investment firm focused on technology and generational change. We back founders with rare insight, relentless conviction, and global ambition.

OUR BELIEF

The companies that matter
often begin with an idea few understand.

01—04

We believe in the power of non-consensus thinking. Before conviction becomes consensus, we bring patient capital, clear judgment, and lasting partnership.

01

Vision First

We do not invest in trends. We invest in the people who create them.

02

Built to Last

Time is the ally of great companies—and our most valuable investment tool.

03

Global by Design

Rooted in Asia, connected to markets, talent, and industries around the world.

04

True Partnership

We speak candidly in defining moments and stay present for the long journey.

SELECTED COMPANIES

Alongside companies
defining what comes next.

Explore Our Companies ↗
N
AI Infrastructure

NOVA

Bringing frontier intelligence to every team.

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A
New Energy

ARCLIGHT

Reimagining the energy networks of tomorrow.

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S
Life Sciences

SOLACE

Extending healthy lives through computational science.

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O
Advanced Manufacturing

ORBITAL

Taking precision manufacturing beyond Earth.

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LATEST THINKING

Ideas and insights
from the front lines.

View All Insights ↗
01
PERSPECTIVE · AI

When Intelligence Is Abundant, What Becomes the Moat?

Mahayana Research · 12 min

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02
FOUNDER STORY

Keeping the Complexity in the Technology—and the Experience Simple.

A conversation with the founders of Solace

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03
LONG-TERM THINKING

From the First Line of Code to Defining an Era.

2026 Annual Investor Letter

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MAHAYANA
ONE PARTNERSHIP

One partnership.
One enduring commitment.

Across cycles and borders, we serve every founder as one partnership. Our companies gain more than capital: they gain the experience, relationships, and trust of our entire network.

Meet Our Team ↗