Our Investments

blinQ

Investment year: 2025

Revenues: NOK 190 mill

Ownership: Majority

Transaction: Secondary + Primary

Sector: IT services

Thematic: AI implementation, data security, geopolitics / sovereignty (hybrid cloud)

Investment thesis: Leverage the team´s experience and position in Microsoft infrastructure, asset management and cloud to deliver high value add services in AI, hybrid cloud and security. Continue to drive recurring revenues from asset management. Expand organically and through M&A.

Data Factory

Investment year: 2026

Revenues: NOK 60 mill

Ownership: Majority

Transaction: Secondary

Sector: Software, data, infrastructure

Thematic: Data infrastructure, AI-ready data insights

Investment thesis: Leverage unique data and infrastructure to enable AI driven insights. Product, vertical and geographical expansion. Expand organically and through M&A.

Netlife

Investment year: 2026

Revenues: NOK 120 mill

Ownership: Majority

Transaction: Secondary

Sector: IT / digital services

Thematic: AI implementation,  digital design

Investment thesis: Continue to deliver high quality UX design and tech services to large customers in the Nordics. Growth driven by AI enabled software development. Expand organically and through M&A.

[bas]

Investment year: 2026

Revenues: NOK 120 mill

Ownership: majority

Transaction: Secondary + Primary

Sector: Software, data insights, IT consulting

Thematic: Data insights and marketing automation

Investment thesis: Scale software products (B2B and B2C) and build a leading marketing automation consulting team.

Optinn

Investment year: 2026

Revenues: NOK 25 mill

Ownership: Majority

Transaction: Secondary

Sector: IT consulting

Thematic: AI driven consumer insight

Investment thesis: Scale existing and new products in specific vertical niches

Conteir

Investment year: 2026

Revenues: NOK 10 mill

Ownership: Minority

Transaction: Secondary

Sector: IT services

Thematic: AI, healthcare

Investment thesis: Continue to build on strong platform in healthcare, focused on healthcare data and responsible use of AI.