01 — Cyber as infrastructure
Security is now the load-bearing layer of every digital business.
We back the operators building it — not the awareness layer around it.
— 00 / CyberindexfundPrivate investment platform
A private investment
platform for cybersecurity,
AI and digital infrastructure.
Not an ETF. Not an index tracker. Not passive exposure. Active conviction, deployed directly into private companies.
We invest in a small number of private companies building the security, governance and infrastructure layers that the next decade of digital business will run on. Each position is researched, underwritten and supported one at a time.
- I.Cybersecurity
- II.AI Governance
- III.Digital Infrastructure
— 01/ What we are
A private investment platform — not a public index product.
Cyberindexfund is a founder-led platform that invests private capital directly into companies building cybersecurity, AI governance and resilient digital infrastructure.
Concentrated positions. Long holding periods. Underwritten one by one against a written thesis — never against a benchmark.
No tickers, no units, no retail subscriptions. We work with founders directly and stay close to the companies we back.
— 02/ Investment themes
Three themes.
02 — AI governance and trust
AI is moving into decision-making. Governance becomes the moat.
We invest in the platforms that make AI auditable, controllable and safe to deploy.
03 — Resilient European systems
Europe is building digital systems designed to keep working under stress.
Operators who treat regulation as advantage and scale into global markets without losing discipline.
— 03/ Why this market
The market shifted. Capital allocation has not caught up.
01 — Security is a budget line, not a project
Cyber spend has moved from discretionary to structural. Every digital business now carries a permanent security cost — and a permanent security supplier base.
02 — AI needs governance to ship
Enterprises will not deploy AI into core workflows without controls. The companies that solve evaluation, audit and policy will sit underneath the rest of the stack.
03 — Resilience is the new feature
Regulators, customers and boards now price resilience explicitly. Operators who design for it from day one are pulling ahead of those retrofitting it.
— 04/ How we're different
Private, thesis-led capital — built to be the opposite of passive.
01 — Not an ETF, not an index
Not an ETF, not an index
Cyberindexfund is not an exchange-traded fund and not an index tracker. There are no tickers, no units, no public subscriptions. The name reflects the sector lens — not the product.
02 — Thesis, not benchmark
Thesis, not benchmark
Every position is underwritten against a written thesis. We do not screen, we do not weight, and we do not track an index. We say no far more often than we say yes.
03 — Founder-led, operator-shaped
Founder-led, operator-shaped
A small platform working directly with operators. Concentrated holdings, long horizons, and real strategic work after the wire clears — not portfolio coverage.
— 04/ Inquiry