Strategic Investment: Industrial AI Portfolio Company
When a German family-owned holding company sought exposure to industrial AI applications in 2023, they engaged Mr. Kisin to identify opportunities in Central Europe’s emerging technology landscape. Through his network, Mr. Kisin identified a Czech company developing advanced analytics solutions for manufacturing optimisation.
The target company had developed proprietary machine learning algorithms that significantly outperformed existing solutions in predictive maintenance and quality control. Despite strong technical foundations and early commercial traction with local manufacturers, the company needed strategic guidance and capital to achieve institutional scale.
Mr. Kisin led a comprehensive due diligence process, focusing on technical validation, market sizing, and competitive analysis. His findings supported a €25 million growth investment thesis, structured to provide both expansion capital and strategic support. The transaction included detailed technical milestones and a clear value creation roadmap.
The investment thesis centred on transforming a technically superior solution into a scalable enterprise product. Mr. Kisin advised on implementing institutional sales processes, establishing strategic partnerships with industrial automation providers, and developing an international expansion strategy. Within 15 months, the company secured contracts with leading manufacturers in Germany and Austria, achieving 185% year-over-year revenue growth.