For Investors
Investing in what the world actually needs.
MAD is an integrated capital platform for sophisticated investors, family offices, and aligned capital partners who want their capital working on the structural problems that define the next cycle of global value creation.
The investor proposition
Not a fund. A platform.
Most capital is still concentrated in software, speculation, and financial engineering.
That model is breaking down. At the same time, the systems the world actually depends on are underfunded, fragmented, and under pressure.
Food. Energy. Health. Water. Waste.
MAD was built to invest in the companies rebuilding those systems, through Restoration, Transition, and Transformation.
The flagship investable vehicle is MAD Fund 1 in Australia. A second vehicle, with a global mandate, is in development. Both draw on the same platform underneath: the deal flow, the assessment capability, the founder support system, the ambassador network, and a coherent philosophy of capital.
The MAD thesis
The MAD investment thesis and platform.
A short presentation from Mark on the MAD investment thesis, the platform, and the Possible Planet. Around seven minutes.
Why MAD exists
The bridge between capital and what it needs to fund.
Trillions in institutional and aligned capital sit ready to deploy. The growth-stage companies rebuilding food, energy, health, water, and waste are not yet ready to receive it at that scale.
What is missing is the bridge.
MAD is designed to be that bridge.
The assessment, the capital, the structure, the founder support, the operator network. Every part of the platform reinforces the others, with one purpose: to prepare the companies the next cycle depends on for the scale of capital they need.
Six reasons investors engage with MAD
A different kind of proposition.
01
System-level thesis
MAD focuses on sectors where structural pressure is creating long-term, non-discretionary demand.
02
Flagship Australian fund
MAD Fund 1, an 80/20 structured growth-capital vehicle backing Australian companies in food, energy, health, water, waste, and resilience.
03
Global pathway in build
A second vehicle is being developed as the global capital pathway, structured for international tax efficiency and as a conduit to the MAD Fund strategy. Detail available on request to eligible investors.
04
Income alongside upside
The 80/20 structure is designed to combine regular income distributions with retained equity participation in the underlying portfolio.
05
Founder support ecosystem
Portfolio companies are surrounded by Venture Compass, Mastermind, ambassadors, and advisory capability. This is the platform that supports the funds.
06
Tax-advantaged design
MAD Fund 1 is structured for tax-efficient outcomes for eligible Australian wholesale and sophisticated investors, within applicable frameworks.
Explore the investor section
Where would you like to go?
Why Invest
The market context, the problem with conventional capital, and why the opportunity is real.
Our Funds
MAD Fund 1 and the global pathway, alongside catalytic capital pathways.
How Returns Work
The 80/20 capital structure of MAD Fund 1: income, equity upside, and tax-advantaged design.
Why Us
$40B+ collective experience. Proven frameworks. Active pipeline. Founders with skin in the game.
Investor Room
Request a private briefing or access to gated materials, subject to eligibility.
Eligible investors can request a private briefing.
We work with sophisticated investors, family offices, and aligned capital partners. The first step is a conversation.
Request Investor Briefing