Fundraising

    Partner With Us

    We work with a select group of fund managers who share our conviction in thematic investing and meet our rigorous standards. If you believe your strategy aligns, we'd like to hear from you.

    Identifying our partners

    Our Manager Selection Process

    We take a focused approach to fund manager selection, working with a small number of managers at any one time. Our team requires early engagement, ideally six to twelve months before fund launch, to align the fundraising process closely with our thematic convictions. Experience has shown that this discipline is the foundation of consistent results.

    1

    IdentifyThematic

    Ongoing
    • Analyse investment thematics
    • Select impact objectives
    • Sound key investors & advisers
    2

    AnalyseStrategy

    3-6 months
    • Geographic & sector screening
    • Match strategies to themes
    • Model return & risk
    3

    PortfolioConstruction

    3-6 months
    • Quantitative return & risk modelling
    • Diversification & correlation
    • Investor portfolio fit
    4

    ManagerDue Diligence

    3-6 months
    • Screen aligned managers
    • Review team & track record
    • Evaluate cultural fit
    5

    LaunchMarketing

    18-24 months
    • Match investors to mandate
    • Introduce thematic & manager
    • Support investor diligence

    Market Context

    The Current Fundraising Landscape

    Two decades of expansion in private markets have given way to a tougher capital-raising environment. The data below traces the journey: long-run growth in assets under management, shifting allocations across asset classes, and the recent compression in number of funds in the market, time taken to raise capital, and dispersion of returns across asset classes.

    Chart 01

    Infrastructure rarely tops the league table in bull markets, but it consistently holds up when other asset classes fall. In a world where chasing peak returns now comes with very real downside risk, there has been a shift toward more diversifying assets offering real resilience.

    Preqin performance ranking by asset class (rank), 2020–2025

    Private equity
    Venture capital
    Private debt
    Real estate
    Infrastructure
    Natural resources
    1234562020202120222023202420254%16%14%7%10%5%Infrastructure4%20%5%9%8%6%Private debt22%40%-1%7%7%8%Private equity-17%35%28%1%4%24%Natural resources1%24%6%-4%2%4%Real estate36%48%-15%-6%1%24%Venture capital

    Source: Preqin, a part of BlackRock (2026)

    Chart 02

    The return premium for taking on extra volatility is steadily compressing across private markets. As the gap between asset class returns has narrowed in recent years, consistency, capital preservation and downside protection now matter more than chasing the next outlier.

    Return dispersion across asset classes (%), 2020–2025

    Private equity
    Venture capital
    Private debt
    Real estate
    Infrastructure
    Natural resources
    -20%-10%0%10%20%30%40%50%202020212022202320242025

    Source: Preqin, a part of BlackRock (2026)

    Chart 03

    Institutional capital has drawn the same conclusion and voted with its feet. Infrastructure AUM has grown 8.8× since 2010, faster than any other private market asset class globally, as allocators have steadily reweighted portfolios toward long-duration, resilient real assets.

    Global AUM growth by asset class (indexed, 2010 = 100), 2010–2025

    Private equity
    Venture capital
    Private credit
    Real estate
    Infrastructure
    Natural resources
    02004006008001000101112131415161718192021222324254.5x5.7x6.0x3.9x8.8x3.0x

    Source: Preqin, a part of BlackRock (2026)

    Chart 04

    The broader fundraising environment remains difficult, with fund count down 72% from the 2022 peak as muted distributions, denominator effects and persistent LP caution continue to weigh on commitments across virtually every sector and strategy.

    Total private capital fundraising ($bn and fund count), 2010–2025

    Capital raised ($bn) — left axis
    Fund count — right axis
    04008001,2001,6002,00002,0004,0006,0008,00010,00010111213141516171819202122232425

    Source: PitchBook, a Morningstar company (2026)

    Chart 05

    A key driver of that caution is the distribution drought. Contributions have consistently outpaced distributions in recent years, leaving LPs structurally cash-poor and with materially less capital to commit to new funds. Recent data however indicates that the trend may finally be reversing.

    Annual capital called and distributed ($bn), 2010–2025

    Distributions
    Distributions
    Net
    -2,000-1,00001,0002,00010111213141516171819202122232425*

    Source: Preqin, a part of BlackRock (2026)

    Chart 06

    Meanwhile, conviction is quietly concentrating. While most sectors contracted again in 2025, real assets grew sharply both in nominal values and as a share of the total - a clear sign of where institutional capital is genuinely moving across private markets.

    Private capital fundraising by sector (% of total), 2010–2025

    Private equity
    Venture capital
    Real estate
    Real assets
    Private debt
    0%20%40%60%80%100%10111213141516171819202122232425

    Source: PitchBook, a Morningstar company (2026)

    Chart 07

    LPs are increasingly consolidating around trusted, established platforms. Capital raised by emerging managers has fallen 63% from its 2021 high, while experienced firms increasingly attract the clear majority of commitments. Our Nordic investors supports this view.

    Private capital raised by manager experience ($bn), 2010–2025

    Experienced firms
    Emerging firms
    04008001,2001,6002,00010111213141516171819202122232425

    Source: PitchBook, a Morningstar company (2026)

    Chart 08

    Fundraising now takes well over 20 months on average to reach a final close. For managers with differentiated strategies and strong, demonstrable track records, the longer cycle filters out weaker competition, rewards patience and ultimately favours quality over noise.

    Average months to final close (months), 2010–2025

    05101520253020 months10111213141516171819202122232425

    Source: Preqin, a part of BlackRock (2026)

    Who We Work With

    Our Manager Criteria

    Minimum Fund Size

    Minimum $500-1,000M fund size depending on asset class, sector and strategy. Our fundraising campaigns typically covers fund sizes between $2,000-10,000M.

    Proven Manager Track Record

    Demonstrated returns across prior vintages, supported by verifiable performance attribution, and a team with a long shared history of working together.

    Thematic Focus Areas

    Our focus spans defence and resilience, the clean energy transition, critical infrastructure, and sustainability related investment strategies.

    Cultural Alignment

    Above all, we actively seek experienced fund managers who share our vision and cultural values, and with whom we intend to build lasting relationships.

    Contact Us Today

    Manager Inquiry

    Tell us about your fund and strategy. We review every inquiry and will respond shortly.