Thematic Aerial and Related Mobility Businesses

Changing mobility economics changes lives. Advanced aerial mobility will accelerate market growth by substituting car and truck trips with 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.

We see investing in advanced aerial mobility as an extension of our journey with Volaris.
Volaris developed new, underserved markets and grew them dramatically by providing low-cost, point-to-point air transportation. This strategy helped to triple the size of the Mexican aviation market over time.

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 look to place capital with companies who catalyze growth. 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 all play a role in our thinking about where the capital we manage will find the highest returns.

Tomorrow and Today

We focus on companies that benefit from these technology trends and serve existing markets. We like to focus on investments where new technologies stimulate demand based on products that immediately offer a lower cost than their substitutes and have a long-term upside from new use cases.

DiamondStream Partners looks to help mobility founders transform their rough diamonds 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 through the present, we connect more dots and create great returns for investors.

Portfolio

Ampaire

Ampaire is leading the charge in aircraft electrification developing its proprietary distributed electric propulsion systems. It’s 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. Ampaire announced an acquisition by Surf Air in February 2021.

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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.

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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.

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Stellar

Stellar is a software company developing a Global Distribution System that enables private air carriers to present their services and schedules, making this type of travel easier to book and cheaper to execute. We aspire to triple the market size in 10 years.

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Volaris Airlines

We co-founded the second largest Mexican airline, Volaris, and brought it to market. Our intent was to create a profitable, ultra low cost Mexican airline to serve the desires of tens of millions of Mexicans who otherwise couldn’t afford the time to travel by bus or the cost of flying. We achieved a successful IPO in 2013, and we continue to serve on its board.

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Portside

Portside provides data-driven technology and solutions for the global business aviation industry, including manufacturers, aircraft management companies and corporate flight departments. Portside powers data collection, reporting and analytics for all participants in the business aviation ecosystem, and makes owning and managing aircraft more efficient.

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