Scaling Innovations and building regenerative industries and economies
Investment Strategies
Disciplined frameworks for institutional capital.
Each strategy is built around a specific mandate — liability matching, real return, or capital growth — and managed with the same rigorous process across all market environments.
One process. Seven strategies.
We do not believe in one-size-fits-all solutions. Our strategies are designed to address the distinct liability profiles, return objectives, and risk tolerances of pension funds, endowments, foundations, and sovereign wealth funds — anchored by our flagship India Global Growth strategy.
India Growth Strategies
NewOak Separate Managed Accounts
NewOak Scale-up Projects
India Growth Strategies — Flagship Strategy
Growth Equity
India Global Growth
Post-revenue Indian technology companies scaling into global markets.
India Growth Strategies' flagship strategy targets post-revenue, late-venture and growth-stage technology companies in India that have demonstrated product-market fit and an established customer base, but have not yet fully accessed U.S. and international capital, customers, or strategic markets. The strategy bridges Indian technology with global institutional capital.
Approach
Identify post-revenue Indian technology companies with demonstrated product-market fit and contracted revenue, then apply 91 Bridge / NewOak's capital, U.S. market access, institutional governance, and capital-markets expertise to accelerate globalization and create exit optionality.Stage
- Post-revenue companies
- Late venture / growth stage
- Demonstrated product-market fit
- Established customer base or contracted revenue
- Clear pathway toward institutional financing, strategic investment or eventual public-market readiness
Typical Capital Need
- Approximately US$10 million–US$100+ million
- Growth equity
- Structured growth capital
- Strategic corporate investment
- Pre-IPO financing
- Select project- or asset-backed financing where appropriate
Priority Sectors
AI, Data & Enterprise Software
- Artificial intelligence and machine learning
- Inferential AI applications
- AI infrastructure and optimization
- Enterprise software and SaaS
- Cybersecurity
- Data analytics and decision intelligence
Semiconductors & Advanced Electronics
- Semiconductor design
- Chip IP and embedded systems
- Power electronics
- Sensors and edge computing
- Electronics manufacturing technologies
- Advanced packaging and semiconductor-supporting infrastructure
Energy & Climate Technology
- Battery energy storage systems
- Grid management and power optimization
- Renewable-energy technologies
- Advanced materials
- Energy-management software
- Distributed energy and microgrids
Digital Infrastructure
- Modular and sovereign data centers
- AI compute infrastructure
- Edge infrastructure
- Cooling and power-management technologies
- Telecommunications infrastructure
- Digital infrastructure software
Advanced Manufacturing
- Industrial automation
- Robotics
- Additive manufacturing / 3D printing
- Advanced materials
- Precision manufacturing
- Industry 4.0 technologies
Fintech & Financial Infrastructure
- Payments
- Embedded finance
- Digital lending infrastructure
- Wealth and asset-management technology
- Risk analytics
- Capital-markets technology
- Cross-border financial infrastructure
Defense, Aerospace & Dual-Use Technology
- Drones and autonomous systems
- Aerospace technologies
- Advanced communications
- Sensors and surveillance technologies
- Cybersecurity
- Dual-use industrial technologies
Investment Process
The same rigorous process, applied consistently.
Mandate Definition
We begin with a thorough understanding of the client's liability structure, return objectives, risk tolerance, and liquidity requirements.
Research & Analysis
Fundamental research drives every investment decision. Our analysts conduct bottom-up security analysis supported by proprietary quantitative models.
Portfolio Construction
Portfolios are built using a risk-budgeting framework that allocates volatility deliberately across positions, sectors, and asset classes.
Risk Management
Continuous monitoring of factor exposures, liquidity, and drawdown risk. Independent risk oversight separate from portfolio management.
Reporting & Review
Transparent, institutional-grade reporting with quarterly investment reviews and direct access to portfolio managers.
Discuss your mandate.
We work with a select number of institutional clients to ensure each relationship receives the attention it deserves.