Capital · Founders · Systems
Capital for what AI can't replace.
Food. Energy. Health. Water. Waste.
MAD is a capital platform backing growth-stage companies applying new science and engineering to restore the systems humanity depends on.
Door one
For Investors.
MAD is designed for investors who want their capital to participate in the next structural cycle of global change.
We are focused on companies operating in sectors the world cannot function without: food, energy, health, water, waste, resilience, infrastructure, and regeneration.
For sophisticated investors, family offices, and aligned capital partners, MAD offers a platform designed around structure, discipline, income potential, equity upside, impact, and execution support.
Door two
For Founders.
MAD works with founders building what the world actually needs.
We are interested in post-revenue companies solving hard, necessary problems, with commercial traction, global potential, and the maturity to engage seriously with capital, governance, strategy, and scale.
The first step for many founders is the VC Assessment.
The MAD network
Operators, advisors, and ambassadors with deep career history.
The MAD network includes operators, advisors, and ambassadors who have held senior leadership and investment roles across global organisations spanning financial services, technology, media, sport, and impact investing.
Where individual career history is referenced, it is the career history of named individuals on our team or ambassador list, not an endorsement of MAD by any of the organisations referenced.
- Former Global Chief Investment Officer, Macquarie Bank
- Former Managing Director, New Forests ($11Bn AUM)
- Former Chief Operating Officer, Mirvac Group
- Former Head of Economic Opportunity for the Americas, Google.org
- Yale School of Management
The shift
The world is repricing.
AI is accelerating change across every sector. It is also commoditising the asset class venture capital was built for.
Meanwhile, the systems the world actually depends on are underfunded, fragmented, and breaking down.
That is where value is moving.
That is where MAD invests.
The problem
Most capital is looking in the wrong place.
Capital has been concentrated in software, venture-backed tech, and speculative growth. That model is rapidly breaking down.
At the same time, the systems the world depends on are underfunded, fragmented, and inefficient. That is where value is moving.
Between 2023–2024, the Magnificent Seven drove 156% returns while the remaining S&P 493 returned just 25%. In 2026, that is reversing: the Magnificent Seven is down 4.9%, while energy is up 23%, materials up 18%, and industrials up 14%. Source: YCharts (2023–24), Nasdaq.com (2026 data).
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Magnificent Seven returns, 2023–24
0%
Remaining S&P 493 returns, 2023–24
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Magnificent Seven in 2026
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Energy sector in 2026
What MAD is
Not a single fund. An integrated capital platform.
Capital is not passive. It is an active choice. It is architecture. It builds the future.
The question is what kind of future is being built right now.
MAD is designed to find, fund, support, and scale companies that matter. The platform brings together investment vehicles, proprietary venture assessments, founder capability development, strategic advisory, ambassador networks, catalytic capital pathways, books, media, and ecosystem infrastructure.
Capital alone is not enough. The next generation of ventures needs the right capital, the right structure, the right support, and the right people around them.
MAD exists to build that architecture.
What we back
Restoration. Transition. Transformation.
We back businesses using new science, engineering, and processes to produce what the world actually needs. Enhanced by AI and robotics, not replaced by them.
01
Restoration
Repairing damaged systems. Soil, water, waste.
02
Transition
Upgrading essential infrastructure. Energy, supply chains, manufacturing.
03
Transformation
New ways of producing what the world needs. Precision fermentation, new materials, clinical breakthroughs.
Platform engines
One platform. Multiple engines. One philosophy of capital.
01
Fund vehicles
Beginning with the Australian MAD Fund 1, with Singapore and global pathways being developed.
02
Venture Compass
MAD's proprietary venture architecture and scaling framework.
03
VC Assessment
A practical tool for venture readiness, structural gaps, and capital preparedness.
04
VC Mastermind
A curated founder capability environment built on the Venture Compass methodology.
05
Advisory & capital formation
Strategic support across positioning, capital strategy, structuring, governance, and growth architecture.
06
Catalytic capital
A developing pathway for philanthropic and catalytic capital partners to help unlock larger pools of aligned capital.
07
Ambassadors & ecosystem
A global village of operators, founders, investors, mentors, and domain experts surrounding MAD.
The MAD ecosystem
More than a fund manager.
An ecosystem of capital, capability, intelligence, story, and human support. MAD helps connect the people, money, ideas, and structures required for companies to scale with coherence.
Books & frameworks
The thinking behind MAD.
The thinking behind MAD has been developed through a body of books and frameworks covering venture architecture, philanthropy, co-founder relationships, leadership, transformation, and system change. They are part of the intellectual architecture that shapes how MAD sees founders, capital, growth, risk, and the future.
Media & insights
Follow the thinking.
MAD is building an active library of essays, videos, briefings, founder conversations, investor notes, and platform updates. Follow the thinking behind the platform through The MAD Briefing, YouTube, Instagram, and regular Insights.
The future will not be built by capital alone.
It will be built by aligned capital, courageous founders, practical wisdom, and ecosystems capable of helping the right companies cross the gap between possibility and scale. MAD exists to help build that future.
Request Investor Briefing