Exclusive focus on B2B software for the AI era
Yttrium invests exclusively in growth-stage B2B technology companies. A focused strategy and deep market and scaling expertise help us back and better support exceptional founders.
We back B2B companies that turn AI into a lasting advantage: defensible vertical software and measurable productivity gains.
Two major investment themes, grounded in our success stories.
Physical & Operational AI
Where AI leaves the screen and meets the physical world: the software, sensing and autonomy that make manufacturing, logistics and field operations measurably safer, faster and more efficient.
- Advanced manufacturing
- Autonomous systems
- Aerospace
Cyber & GRC1
As AI widens the attack surface and regulation tightens, we back the platforms that keep enterprises secure, compliant and in control, from identity and access to sovereign infrastructure.
- Identity & access management
- OT & LLM security
- Risk, compliance & sovereign tech
1 Governance, Risk & Compliance.
The companies we back
Proven product-market fit
Real customers and real retention. A product that already wins in its market, with AI deepening the advantage and an ARR of more than €5 million.
Capital-efficient growth
Strong growth that respects the balance sheet, with an efficient go-to-market and a clear path to durable profitability.
Experienced & ambitious team
Founders and operators with the ambition to build category leaders and the judgment to get there.
The value-creation engine
Active partnership and community
A close, ongoing dialogue with founders and their leadership teams.
- Close C-level interaction through frequent, standing meetings with CEOs & CFOs
- Seamless integration of a dedicated internal value-creation team, external value-creation experts, and the deal team
- A sounding board on AI strategy: where to build, buy or partner, and how to turn it into margin
Systematic AI-driven approach
A repeatable operating system for growth, refined across the portfolio.
- Monthly, in-depth KPI-driven P&L reporting for financial benchmarking
- Comprehensive playbooks for GTM, internationalization, M&A and AI adoption
- AI productivity playbooks: practical GenAI use cases across product, go-to-market and back office
- Sharing learnings through dedicated CxO roundtables
Global corporate network
An open door to the customers, operators and experts that move the needle.
- Deep connections to all leading corporates in DACH across our two major themes
- Strong relationships with 100+ senior advisors through historic engagements
- Wide network of external advisors, AI specialists and key talent
Sustainable growth.
Supporting and enabling the sustainable growth and development of our companies is an essential part of our values. It underpins our investment and value creation approach and is an essential part of our firm culture also. Our sustainability strategy is based on the UN Sustainable Development Goals which emphasize the importance of Environment, Society and Governance as three independent cornerstones. Click here to see our ESG/SFDR disclosure.
Environment
Tracking and improving the environmental impact of our fund is embedded in our firm’s processes. We as a fund, track our carbon emissions on a yearly basis and also define clear roadmaps to reduce its impact on the environment. We have chosen myclimate.org as an independent, non-profit compensation partner to offset our carbon footprint since 2019 and have achieved carbon neutrality. We started to implement this also within our portfolio companies and track the progress on an annual basis.
Society
Diversity & Inclusion (D&I) is one of our core priorities. In 2020, we set up a comprehensive D&I strategy along the core impact areas of Team, Deal Sourcing, Portfolio, and Ecosystem. We have made significant progress on these initiatives since then – but we also recognize there is still a long way to go to ensure true equality. As our team continues to grow, we aim to further increase diversity within our team. By emphasizing our ongoing support for diversity initiatives (incl. Billion Dollar Fund Initiative, Level20), we strive to further improve the diversity imbalance in the ecosystem and source best-in-class companies with diverse teams. We advise our portfolio companies in improving their ESG strategy by emphasizing its importance on an executive and board level as well as outlining and sharing best practices and guidelines to enact change.
Governance
We believe it is critical to have our values reflected in clear structures, policies, and processes. Our investor advisory board reviews the principles and changes and implements adjustments accordingly.