Point FM
02Portfolio

Two segments. One platform.

AI-native companies we found and run, and investments where AI is the main lever of value.

The two segments feed each other: what we build validates where we invest, and what we see as investors sharpens what we build. We work as operators after entry — pricing, go-to-market, product, data, hiring. We sell only when a better alternative exists, and we take co-investors into selected deals.

WE BUILD& OWNWE INVEST

Fig. 1 — What we build validates where we invest. The overlap is the platform.

Segment 1

We build & own

AI transformation of regulated enterprises.

AI sourcing & valuation for SME investors.

AI-run public-equity portfolio management.

AbleExit18+ % IRR

AI-native B2B tech group. Sold 2026.

Segment 2

We invest

Stealth

AI healthcare intelligence.

Stealth

AI compliance monitoring in financial services.

Veeva SystemsPublic marketsveeva.com ↗

Cloud software for the life-sciences industry.

VerzuzExit18+ % IRR

Insurance-comparison SaaS, spun off from Able. Sold 2026.