INVESTMENT STRATEGY
Singular Link
Co-Invest with the Best
We invest alongside leading global venture firms, aligning with the investors setting the pace in frontier AI.
Investment Strategy
A disciplined strategy for the AI value chain.
Singular Link is a $100M target fund co-investing alongside leading global venture firms in the companies building the AI economy — from compute and infrastructure to foundation models and the applications running on them. We back category-defining teams from early growth through pre-IPO, with a clear orientation toward liquidity.
How We Invest
Four principles guide every investment.
A repeatable approach to sourcing, selection, and value creation across frontier AI.
Across the Value Chain
We deploy across all three layers of the AI value chain rather than betting on a single category.
Early Growth to Pre-IPO
We concentrate where technical risk is resolved and the path to scale is visible — from early growth through pre-IPO.
Exit-Oriented
Every position is underwritten to a clear path to liquidity — IPOs, M&A, and secondaries.
The AI Value Chain
We invest across the three layers
of the AI value chain.
We back AI-first companies on the critical path of the value chain — those with the potential to become category-defining across the global AI economy.
DeepTech & Infrastructure AI
The enablers. Compute, chips, energy and frontier deep-tech that power AI at scale — GPU and wafer-scale processors, AI-purpose-built data centres, and the hardware and energy foundations beneath them.
Foundational AI & LLMs
The intelligence core. Frontier and domain-specific foundation models, multimodal systems, and agentic platforms capable of autonomous enterprise task execution.
AI Applications & Use Cases
The impact. AI-native products embedded in mission-critical enterprise and sector workflows, where measurable productivity gains drive adoption and retention.