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

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 hold a significant stake in the company while serving on its board.

Stellar

Stellar, a recent investment, is 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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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.

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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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.

GPMS International

GPMS provides an AI predictive maintenance software service with accompanying hardware for predictive health management for rotorcraft. It’s 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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