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Why we invest in Deep Tech technologies

At exenso, we believe that the combination of AI + IoT + Robotics is much more than a technological trend – it is the fundamental infrastructure of the next industrial revolution. Our decision to invest heavily in these markets is based on the convergence of rapid technological maturity and an enormous global market potential that will exceed the trillion-dollar mark in the coming years.

Why now? The drivers of growth 

Der IoT-Markt befindet sich an einem entscheidenden Wendepunkt. Die Kombination aus flächendeckender Konnektivität (5G), leistungsfähigem Edge Computing und fortschrittlicher Künstlicher Intelligenz ermöglicht es erstmals, die riesigen Datenmengen vernetzter Geräte nicht nur zu sammeln, sondern in Echtzeit wertschöpfend zu nutzen. Wir investieren in Startups, die diese Technologiekonvergenz nutzen, um von reiner Hardware zu hochskalierbaren, datengetriebenen Geschäftsmodellen („IoT as a Service“) überzugehen.

Focus areas with disruptive potential 

We see the greatest return potential where IoT disrupts and redefines traditional value chains. Our focus is on sectors that are ripe for digital disruption:

  • Industrial IoT & Fertigung: Unternehmen, die durch vorausschauende Wartung, digitale Zwillinge und automatisierte Lieferketten massive Effizienzgewinne realisieren.

  • Mobility & Logistics:Solutions for connected vehicles, autonomous systems, and intelligent traffic flows.

  • Digital Health:Technologies that revolutionize patient care through remote monitoring and smart medical devices, reducing costs in healthcare.

Global Perspective 

Innovation in the IoT space is global. While we see strong technological roots in North America and Europe, we recognize the enormous momentum in the Asia-Pacific region as the fastest-growing market. We are looking for founding teams that develop products that not only work locally but have the potential to scale globally in these key regions.

Wir investieren nicht nur in "Dinge", sondern in die Intelligenz, die sie verbindet, und die Unternehmen, die daraus die Industrien von morgen formen.