Same industry.
A generation apart.
(Drag the divider to compare how the sector ran for decades with how a company we back runs it now.)
Then
Now
Where we invest
Four areas. All of them large, established and long overdue a rebuild.
Value creation vs industry median
Annualised value creation by sector, measured against the industry median for the same vintages. We show every sector, including the one that trails. Logistics runs at 5.7x against a 1.7x median.
Eaglewings, annualised value creation
Industry median
Why deep tech trails today: the average pre-seed to seed journey runs about 4 years, and the fund has not yet hit that timeline on its deep-tech investments. The lag is timing, not performance.