For investors
An industry operator’s view on customers, partners and markets, before you invest and after.
Where we help
Before · 01
Will customers actually adopt this, and through which route?
A focused review of the commercial assumptions behind a semiconductor opportunity: customer need, the path to design-in, the partner route and the ecosystem dependencies that could slow it down.
You receive
Scope agreed case by case, around the questions that matter for your decision. Works alongside your financial, legal and technical advisers.
A clear commercial view before you decide.
After · 02
How do your portfolio companies find their first customers and partners?
We help portfolio companies choose where to compete, get in front of the right customers and partners, and turn first design-ins into a growing pipeline.
You receive
The same services we offer every company, scoped with you and the founders.
Commercial traction for the companies you back.
Why an operator’s view
System architects, programme owners and procurement all shape a design-in. The buyer a startup meets is rarely the one who decides.
Qualification cycles, supply security and partner routes differ by industry. They decide whether revenue arrives in one year or in five.
The partners, programmes and public stakeholders that can accelerate a company, or slow it down.
Experience behind it
Years of leading global business with some of the world’s largest medical technology and automotive companies: design-ins, negotiations, R&D investment decisions and supply crises, seen from the inside.
One question. A clear commercial view. Directly with Selma.