Thematic Aerial and Related Mobility Businesses
When we founded Volaris, we saw that by providing point-to-point, low-cost air transportation, Volaris could develop new, underserved markets and grow them dramatically.
We see next generation mobility as an extension of this journey into market growth by substituting car and truck trips with electrically powered, air trips. This growth will give new customer groups access to rapid, low cost transportation and thereby enable economic development of isolated regions, improve the availability of affordable housing, and eliminate carbon emissions. Along the way, the companies that pilot this journey will develop new technologies that will also accelerate other mobility sectors.
DiamondStream Partners looks for the rough diamonds in mobility transformation that we can help founders transform into fully cut gems. We primarily target middle-stage companies in the US, Europe and other English speaking countries that fit with our thematic focus. This includes aerospace companies, aviation related companies, hardware and software companies. By building the future, we will connect more dots and create great returns for investors.
Transformational Market Stimulation
Our unfair advantage comes from our unique expertise linking industry and business economics to stimulation strategies to grow markets.
This helps us create specialized investment theses with the potential for differentiated returns. We have theses based on the sector competitiveness vs. automobiles, need for platforms in certain elements of the advanced aerial mobility value chain, choke points in the value chain with limited competition, and defensibility based on patents and certification.
We look to place capital investments in companies whose ideas become change agents to grow entire markets.
Today and Tomorrow
We focus on companies that have solid prospects in existing markets with upside potential from new technology trends. We like to focus on investments where new technologies stimulate demand based on products that immediately offer a lower cost than their substitutes. And at the same time have a long-term upside from new use cases.
Portfolio
Elroy Air
Elroy Air intends to unlock the logistics potential of the sky by developing safe, autonomous aircraft systems that can bypass challenging conditions on the ground such as poor roads, difficult terrain, oceans and fjords. Its autonomous aircraft can fly 24 hours a day, allowing shipments of goods to be delivered rapidly to any location, around the clock. The freight compartment is containerized to assure low cost handling.
Ampaire
Ampaire is leading the charge in aircraft electrification developing its proprietary distributed electric propulsion systems. Its Electric EEL, a Cessna 337 retrofit, flew the longest route for a commercially relevant aircraft employing electric propulsion. Ampaire is working towards a cleaner, more affordable future for air transportation.
GPMS International
GPMS provides an AI predictive maintenance software service with accompanying hardware for predictive health management for rotorcraft. Its patented edge-to-cloud Foresight product includes onboard sensors, algorithms, and UI to provide the analytics to optimize maintenance and enhance safety and works with helicopters, eVTOL aircraft and UAVs, fixed wing aircraft, ground vehicles, wind turbines, and other industrial uses.
Volantio
Volantio is a SAAS-based business that enables Travel and Entertainment companies to add revenue and enhance customer service for fixed capacity industries. Its fully-automated AI platform, Greenleaf, improves execution for Marketing, front line operations, and revenue management departments. Volantio has a global customer base supported by leading strategic investors.
AlarisPro
AlarisPro provides optimized fleet management and component-level tracking for unmanned vehicles. Its platform will help enable the growth of the complex unmanned aircraft industry through safe, efficient, and innovative unmanned operations driven by connected data.
VerdeGo
VerdeGo is a leader in hybrid-electric propulsion technologies for the next generation of aircraft. The electrification of aircraft powerplants is a key to enabling new aircraft designs and mission types that are only possible by leveraging the responsiveness, light weight, and adaptability of electric motors. VerdeGo is focused on the eVTOL and regional aircraft segments of the market.
SwissDrones
SwissDrones is a leading provider of aerial intelligence solutions through its best-in-class uncrewed helicopter drone and comprehensive aerial intelligence services business. Its flagship aircraft, the SDO50, enables high quality imagery and data capture at scale to bring actionable data and recommendations, reduce carbon, improve productivity, and most importantly save lives.
Wingtra
Wingtra is a Swiss-based leading drone producer for inspection services serving the mapping, surveying, mining, and other industries. The WingtraOne enables efficient fixed-wing flight while capturing high resolution imagery. It is the world’s number one VTOL drone producer and has over 70 distributors worldwide.
JetZero
JetZero is a leading aerospace startup that is developing a blended wing body (BWB) aircraft for military and mid-market commercial applications. The company is turning the most disruptive technical leap in airframe design the aerospace industry has seen in 60 years into reality. The technology brings improved efficiency and will become the primary mechanism enabling the aviation industry to hit its NetZero plan for 2050.