01
Cybersecurity as economic infrastructure
Security is no longer a vertical — it is the load-bearing layer of every digital business and supply chain. We invest behind the operators building it.
— 01 / Investment thesis
An investment thesis for the digital systems the next decade depends on.
Cyberindexfund underwrites three themes with conviction: cybersecurity as economic infrastructure, AI-native governance and trust, and resilient digital systems built in Europe for global scale. Each position is researched on its own terms and supported with operator-grade work after investment.
This page sets out the themes themselves. For the platform behind them, see About Cyberindexfund. To start a conversation, visit partner with us.
— 01/ Thesis
Three themes we underwrite with conviction.
02
AI-native governance and trust
As AI moves into decision-making systems, governance, auditability, and trust become the differentiating layer. We back the platforms that make this scalable.
03
Resilient, Europe-built systems
Structural advantage sits with operators who treat regulation as moat and design resilience in from the start — then scale into global markets without losing discipline.
— 04/ How we're different
A private, thesis-led platform — not an ETF or index product.
01 — Not an ETF
Not an ETF
Cyberindexfund is not an exchange-traded fund, not an index tracker, and not a public-markets product. There are no tickers, units, or retail subscriptions.
02 — Thesis-led, not benchmark-led
Thesis-led, not benchmark-led
Positions are underwritten one by one against a written thesis on cybersecurity, AI, and digital infrastructure — not against a benchmark or screen.
03 — Private investment platform
Private investment platform
A founder-led platform working directly with operators building secure, AI-native, resilient digital businesses. Concentrated, patient, and selective by design.
— 05/ What we believe
Discipline outlasts narrative.
“We do not invest in stories. We invest in companies whose economics, customers, and engineering hold up when the cycle turns — and whose teams have the temperament to keep building anyway.”
01 — Investment-led thinking
Conviction comes from research, not from the room. We underwrite each position on its own terms.
02 — Operator mindset
We earn our seat by being useful inside the company — not by performing oversight from outside it.
03 — Durable value
We are interested in companies that look stronger five years in than the day we invested.