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April 4, 2025

Investment Thesis

by
Osvaldo Jakubowski
,
Managing General Partner

Executive Overview

Syndicated Investment LTD is a UK-based private investment firm strategically positioned to identify and fund high-growth Deep Tech companies that are building the Internet of Value. Our thesis centers on the transformative convergence of four disruptive technologies: Artificial Intelligence (AI), Internet of Things (IoT), Digital Twins, and Distributed Ledger Technologies (DLT). Through our specialized expertise and rigorous investment approach, we offer Limited Partners (LPs) unique access to this emerging technological frontier with significant return potential.

The Internet of Value: A Paradigm Shift

We believe the internet is undergoing a fundamental evolution from an information-sharing platform to an Internet of Value (IoV), enabling secure and frictionless exchange of digital assets without traditional intermediaries. While the current internet primarily facilitates information exchange, the emerging Internet of Value represents a profound shift - enabling secure, direct transfer of assets without intermediaries.

This revolutionary transformation is creating unprecedented opportunities across multiple sectors:

  • Financial Services: Revolutionizing payments, asset tokenization, and decentralized finance
  • Supply Chain: Enhancing transparency, traceability, and efficiency in global trade
  • Digital Identity: Enabling secure, sovereign identity management and verification
  • Asset Management: Transforming ownership, transfer, and management of physical and digital assets

Core Investment Focus: The Technological Convergence

We target companies operating at the intersection of four key enabling technologies that are foundational to the Internet of Value:

Artificial Intelligence

We invest in AI applications that enhance data analysis, decision-making, and automation of value transactions. We prioritize solutions that enable more intelligent systems for identity and property management, as these represent critical infrastructure for the Internet of Value.

Internet of Things

We focus on IoT technologies that bridge physical assets with the digital world, enabling their representation and management as digital value. Our investments seek solutions that facilitate the creation of connected assets with embedded value, creating new possibilities for asset monetization and management.

Digital Twins

We invest in companies creating virtual replicas of physical assets or systems that enable real-time tracking, management, and valuation. We target solutions revolutionizing industrial asset management, smart cities, and property ownership, as these digital representations are essential for bringing real-world value into digital ecosystems.

Distributed Ledger Technologies

We prioritize DLT and blockchain solutions that ensure transparency, security, and immutability of value transactions. We seek platforms that enable decentralized, sovereign identity systems and secure value transfer without intermediaries, providing the trust layer necessary for the Internet of Value to function.

Strategic Investment Approach

Our investment decisions are underpinned by a rigorous selection process that evaluates:

  1. Team Assessment: We evaluate the expertise, vision, and execution capability of founding teams, recognizing that Deep Tech ventures require exceptional leadership.
  2. Technology Analysis: We conduct thorough technical due diligence to validate the innovation and intellectual property, leveraging our network of domain experts.
  3. Market Opportunity: We assess market size, growth potential, and competitive landscape to ensure significant growth prospects.
  4. Business Model: We analyze revenue models, scalability, and path to profitability to confirm long-term viability.

We particularly value companies that:

  • Exploit synergies between AI, IoT, Digital Twins, and DLT
  • Address foundational challenges in value transfer and management
  • Demonstrate potential for paradigm-shifting innovation
  • Show clear pathways to sustainable growth

The UK Advantage: Leveraging a Deep Tech Hub

The United Kingdom is rapidly emerging as a global center for Deep Tech research and innovation, attracting significant venture capital investment, particularly in sectors such as AI and healthcare. Syndicated Investment LTD is strategically based in this thriving ecosystem, providing us with privileged access to a rich pipeline of promising investment opportunities.

The UK's robust regulatory framework and government initiatives supporting Deep Tech innovation further enhance our strategic positioning and ability to identify compelling investments with global potential.

Investment Horizon and Value Creation

We adopt a long-term perspective, recognizing that Deep Tech companies often require extended development cycles to fully realize their potential. Our investment horizon typically ranges from 5-8 years, providing founders with the runway needed to build transformative technologies and sustainable businesses.

Beyond capital, we create value through active engagement with our portfolio companies:

  • Access to our network of technology experts and industry partners
  • Strategic guidance on business development and market expansion
  • Support with talent acquisition and organizational development
  • Assistance with subsequent funding rounds and exit strategies

The Syndication Advantage for Limited Partners

We offer Limited Partners (LPs) a unique opportunity to participate in specialized Deep Tech deals that are often inaccessible to individual investors. Our syndication model provides:

  • Access to Premium Deals: Participation in high-potential investments typically reserved for institutional investors
  • Diversification: Exposure to a portfolio of companies across the Deep Tech spectrum
  • Professional Management: Expert oversight of investments by our experienced team
  • Simplified Investment Experience: A streamlined approach to complex technology investments
  • Attractive Returns Structure: Our transparent "waterfall" profit-sharing model ensures alignment of interests between our firm and our investors

Leadership Expertise

Syndicated Investment LTD is led by an experienced management team, including CEO and Founder Cédric Locquet, who brings deep expertise in technology, finance, and venture capital. Our team's combined knowledge of the Deep Tech landscape and investment management is instrumental in identifying promising opportunities and guiding portfolio companies toward successful outcomes.

Conclusion

Syndicated Investment LTD is uniquely positioned to identify and invest in the most promising Deep Tech companies building the Internet of Value. We stand at the forefront of a technological revolution that is fundamentally reimagining how value is created, transferred, and managed in the digital age.

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