Strategic Exposure

Innovation
Platforms

Every strategy in our portfolio targets the convergence of exponential technologies — AI, genomics, fintech, energy storage, and the next generation internet.

6

Portfolio Companies

Coming Soon

Open to Invest

$1.8B

Total Raised

110.1K

Active Investors

The Case for Innovation Investing

The Biggest Returns
Happen Before the IPO

10–100×

Pre-IPO Upside

Companies like Uber, Airbnb, and Palantir generated most of their value growth while private — before public markets could participate.

$12T+

Private Market Size

Global private equity and venture capital AUM has surpassed $12 trillion. The world's most valuable companies are staying private longer than ever.

11+ yrs

Avg. Time to IPO

The average time from founding to IPO has more than doubled since 2000. Waiting for public markets means missing the compounding years.

Portfolio Companies

Six Platforms.
One Innovation Thesis.

AI & Robotics

ARKQ
Open$2T+ TAM
Artificial IntelligenceAutonomous SystemsRoboticsEst. 2014

Artificial intelligence and robotics are converging to automate physical and cognitive tasks at scale. Companies building autonomous vehicles, industrial robots, and AI infrastructure are positioned for exponential growth.

  • Global AI market projected to reach $1.8T by 2030
  • Autonomous vehicle deployment accelerating globally
  • Industrial robotics growing 15%+ annually
  • AI infrastructure spend exceeding $200B/year

Early exposure to the companies building the autonomous economy — from self-driving fleets to warehouse robotics to AI chip infrastructure.

Genomic Revolution

ARKG
Open$600B+ TAM
GenomicsCRISPRMolecular DiagnosticsEst. 2014

Gene editing, gene therapy, and multi-omic diagnostics are transforming healthcare from reactive treatment to proactive prevention. CRISPR-based therapies are reaching commercial approval.

  • First CRISPR therapy approved by FDA (2023)
  • Gene sequencing costs dropped 99.9% in 20 years
  • Liquid biopsy market growing 20%+ annually
  • Cell and gene therapy pipeline exceeding 2,000 trials

Genomics is at an inflection point similar to the internet in 1999 — commercial viability is proven but mass adoption is just beginning.

Fintech Innovation

ARKF
Open$1.5T+ TAM
Digital WalletsBlockchainPaymentsEst. 2019

Financial technology is reshaping how the world transacts, saves, lends, and insures. Digital wallets, blockchain settlement, and embedded finance are replacing legacy banking infrastructure.

  • Digital wallet users projected to reach 5.2B by 2026
  • Blockchain settlement reducing costs by 80%+
  • Buy-now-pay-later market doubling every 2 years
  • Embedded finance projected at $7T+ in transaction value

Fintech companies are capturing market share from traditional banks at an accelerating pace. The total addressable market in global financial services exceeds $25T.

Next Gen Internet

ARKW
Coming Soon$3T+ TAM
CloudStreamingWeb3Est. 2014

The next generation of internet infrastructure is being built on cloud computing, edge AI, and decentralised protocols. Companies enabling this transition are experiencing compounding network effects.

  • Cloud computing growing 20%+ annually to $1.5T+
  • Edge computing market projected at $232B by 2028
  • Digital advertising shifting to AI-personalised delivery
  • Decentralised protocols handling $10B+ in daily volume

Internet infrastructure is undergoing its largest upgrade cycle since mobile. Companies building the rails for AI-native applications will capture outsized returns.

Energy Storage

ARKE
Coming Soon$800B+ TAM
BatteriesSolarGrid StorageEst. 2021

Battery technology and renewable energy storage are the enabling layers of the clean energy transition. Declining cost curves in lithium-ion and solid-state batteries are unlocking mass adoption.

  • Battery costs declined 90% in 15 years
  • Grid-scale storage deployments growing 40%+ annually
  • Solar + storage reaching grid parity in 100+ markets
  • EV adoption driving massive battery manufacturing scale

Energy storage is a critical bottleneck for the renewable transition. Companies solving storage at scale will benefit from decade-long secular tailwinds.

Space Exploration

ARKX
Coming Soon$1T+ TAM
SatellitesLaunchEarth ObservationEst. 2021

The space economy is entering a commercialisation phase driven by reusable launch vehicles, satellite broadband, and earth observation data. Private companies are leading this transformation.

  • Global space economy projected at $1.8T by 2035
  • Satellite broadband reaching underserved 3B+ people
  • Launch costs reduced 95% through reusability
  • Earth observation data market growing 25%+ annually

Space is transitioning from government-funded exploration to commercial infrastructure. Companies with proven launch and satellite capabilities will dominate this multi-trillion-dollar market.

Get Exposure

Own a Stake in the
Companies Shaping Tomorrow

Create a free account, complete verification, and access private equity investment opportunities not available on any public market.