Infrastructure investments

Investment strategy

Aid the growth and development of early stage, innovative, high growth EIS-qualifying companies that will disrupt incumbents throughout the infrastructure sector.

Background

Multi-award-winning digital technology company in the rapidly growing Building Information Modelling (BIM) space. Their cloud-based platform provides a tool to stakeholders in Architecture, Engineering and Construction (AEC) to collaborate on projects in an intuitive 3D environment. Users across the supply chain can upload, update, examine and annotate 3D models in real time, reducing the risk of costly delays from miscommunication or poor collaboration.

Opportunity

Tools designed to simplify workflows in the infrastructure sector and increase transparency promise significant savings to users given how costly delays can be. 3D Repo is well positioned to take advantage of this in the AEC sector, offering a solution for streamlining workflows and improving collaboration across a construction project’s lifecycle.

Company differentiators

We were particularly impressed by the roster of Tier 1 customers
currently relying on 3D Repo’s platform for some of the UK’s highest profile infrastructure projects, including Atkins, Balfour Beatty, HOK, SPI and Mott MacDonald. On reference calls with customers, we repeatedly heard that the platform’s reliability and flexibility set it apart from their competition.

Investment strategy

Aid the growth and development of early stage, innovative, high growth EIS-qualifying companies that will disrupt incumbents throughout the infrastructure sector.

Background

A Shropshire-based immersive software and technology company that can take any digital content and put it into a shared immersive space. The Igloo Immersive Media Player is designed to bring immersive technology easily into the reach of companies globally, with a user-friendly, plug-and-play, off-the-shelf solution. Organisations can retrofit any meeting room into an immersive workspace, also integrating with video-conferencing platforms, like Zoom and Microsoft Teams. Igloo’s software has been heavily utilised during the pandemic to connect colleagues, teachers and pupils working from different locations, bringing them together into an immersive, virtual environment.

Opportunity

Funding is being used to continue the build-out of Igloo’s software suite, accelerate the production of its recently launched Igloo Immersive Media Player and support the ongoing development of Igloo’s broad existing software suite.

Company differentiators

Early buyers of Igloo’s technology include one of the world’s leading management consultancy firms, one of the world’s largest logistics firms, and one of North America’s leading utilities players. The firm’s technology is well-suited to training, simulation, visualisation, and education, as well as events and experiences. Long-term clients currently include Accenture, Microsoft, WarnerMedia, NTT, and AECOM, many of which are using the technology to adapt to the COVID-19 pandemic.

Investment strategy

To achieve attractive, risk–adjusted returns for Investors through investment in companies operating in the infrastructure sector in the UK.

Background

Oxford Infrastructure Limited partnered with the UK’s leading compressed natural gas (CNG) refuelling technology provider, CNG Fuels, to develop, construct and operate a CNG refuelling station for heavy goods vehicles (HGVs) in the UK. The UK government and transport businesses have long recognised the need to decarbonise our transport if the UK is to reach its carbon reduction goals. Whilst electrification is an obvious alternative for domestic vehicles, the large batteries required for HGVs make electrification currently unviable and so alternative low carbon solutions need to be adopted, such as CNG.

Opportunity

Oxford Infrastructure Limited deployed funds invested into the company to finance the development and construction of a CNG refuelling station just outside of Erdington, UK. The project was managed by CNG Fuels, who subsequently acquired the operational site. The site is located next to key transport links and distribution hubs, making it easily accessible for retail and haulage companies who are in the process of converting their fleets to CNG over the coming years.

Company differentiators

Oxford Infrastructure Limited and CNG Fuels, are early adopters of CNG as a transport fuel for HGVs and as such have been able to acquire the rights to key refuelling locations i.e. where motorways, gas connections/network capacity and logistics centres all overlap. As a result, the companies benefit from a strong first mover advantage and early entry into CNG refuelling.

Investment strategy

To achieve attractive, risk–adjusted returns for Investors through investment in companies operating in the infrastructure sector in the UK.

Background

Mutamus Energy Services Limited provides energy efficient technologies for buildings and other structures.

Opportunity

Mutamus has been providing specialist LED lighting for a hydroponic glasshouse in Suffolk, which grows tomatoes. The specialist LED lighting, which only produces a spectrum of light required for the tomato plants and looks pink to the human eye, is significantly more efficient to operate than traditional mixed spectrum LEDs or Halogen lighting. As a result, there is an operational energy saving, a proportion of which is paid to Mutamus under an Energy Savings Agreement in return for providing the lighting service.

Company differentiators

By financing large CAPEX requirements through an Energy Savings Agreements such as the ones provided by Mutamus, companies can manage their cash requirements more closely and invest in the optimal technology they require. This allows them to expand and grow more rapidly and competitively whilst boosting their own energy efficiency and reaching their low carbon targets.