Award-winning venture capital firm that utilizes thematic research to invest at the intersection of impact and innovation.
// Venture Capital Investment Company
We use thematic research to invest at the intersection of impact and innovation, backing founders who shape the future of emerging markets.
We partner with visionary founders building foundational companies across AI, decentralized finance, and cloud infrastructure.
// GMC in numbers
Our impact in real results
$100
m
// Assets Under Management
Capital deployed across thematic strategies
$300
bn
// Policy & Tech Research
Research value covered across disruptive innovation
$15
bn
// Track Record
Investment advisory across public and private markets
22
+
// professionals worldwide
Dubai, Tortola, London, Singapore
Understanding technology companies at the forefront of technology.
GMCL identifies high-conviction opportunities across emerging sectors driven by structural change. Our investment process combines rigorous academic research, real-world data collection, and first-hand dialogue with founders, policymakers, and operators shaping the next decade of innovation.
Research philosophy
Conviction is earned through evidence. Our notes favour primary research, direct founder dialogue and an honest appraisal of what the public record can and cannot tell us about private technology companies.
GMCL Research Desk
// Research Coverage
Companies under active research coverage.
Short-form editorial notes from the GMCL Research Desk on the private companies shaping the foundational layers of artificial intelligence, alignment and data infrastructure.
Frontier model provider and the reference point for the applied AI stack. Scale of compute, product distribution through ChatGPT and an enterprise platform strategy place OpenAI at the centre of the infrastructure debate on cost curves, energy, and the defensibility of closed model weights.
Stage
Late-stage private
Headquarters
San Francisco, United States
GMCL focus
Compute economics · Enterprise adoption
Note updated · Q1 2026
Anthropic
Safety-first laboratory building frontier systems with an interpretability-led research agenda. The Claude family and constitutional AI framework position Anthropic as the reference point for enterprises that weigh alignment, governance and reliability alongside raw capability.
Stage
Late-stage private
Headquarters
San Francisco, United States
GMCL focus
Alignment · Interpretability · Enterprise trust
Note updated · Q1 2026
Databricks
The data and AI platform consolidating lakehouse, governance and model tooling into a single enterprise surface. Acquisitions across the stack and a widening product perimeter make Databricks a structural beneficiary of the shift toward data- native AI in regulated industries.
Stage
Private · Pre-IPO
Headquarters
San Francisco, United States
GMCL focus
Lakehouse economics ·Enterprise AI adoption
Note updated · Q1 2026
// Portfolio & Thought Leadership
Built by people who understand the problem first
Every company we back and every paper we publish reflects the same conviction: that foundational change is built from the inside by operators and researchers with earned perspective.
founder
Jan Moellmann
Partnering with Leonardo.Impact
research library
AI for Energy Management Systems
Driving intelligence, without human
founder
Luis Carchi
Partnering with ShieldPay
research library
How digital currencies are rewriting aspects of global finance
Driving intelligence, without human
research library
Why We Invested: Blue Studio
Driving intelligence, without human
Founder
Zain Zaidi
Partnering with TransCrypts Solutions
founder
Daryl Hok
Partnering with Leonardo.Impact
research library
Programmable risk transfer in the age of on-chain capital
Driving intelligence, without human
co-Founder
Andreas Canel
Partnering with Northbound
research library
Perception sensors are critical to autonomous driving technologies
Driving intelligence, without human
founder
Joe Pak
Partnering with Amber Technologies
research library
Does ML RL drive step changes in value in AI for energy management systems
Driving intelligence, without human
The ideas that sharpen our thinking
AJ Jena
RESEARCH COLLABORATOR
Henry Sun
research collaborator