Investing in the kinetic moment between data/AI integration and role automation
Real-time optimization and predictive analytics
Business process optimization and workflow automation
Enhancing human capabilities through AI assistance
AI-driven investment analysis and portfolio management
Under Section 51-52 ITAA 1997
Full exemption on disposal of ESVCLP investments
Non-refundable carry-forward offset
No entity-level taxation
Minimum investment: $500,000
Welcome back, Australian Super Fund
| Company | Sector | Stage | Investment | Current Value | Multiple | Date |
|---|
Amount: $400,000 (8.0% of commitment)
Due Date: June 24, 2025
Purpose: New investment in QuantumEdge Technologies
Days Remaining: 10 days
Amount: $625,000 (12.5% of commitment)
Due Date: May 29, 2025
Purpose: Follow-on investment in Oroshiuri Systems Series A
Payment Date: May 28, 2025
Annual Fee: 2.0% of committed capital
Fees Paid YTD: $141,667
Rate: 20% after 8% preferred return
Hurdle Status: Exceeded
Investment Committee Meeting
July 15, 2025 - 2:00 PM AEST
Agenda: QuantumEdge Technologies review
Resolution 2025-03
Approval of Oroshiuri Series A follow-on
PassedGeneral Partner: DICL Management Pty Ltd
Fund Manager: Michael Harrison
Email: investors@kineticfund.com.au
Phone: +61 2 9000 0000
Our Investment Committee brings together expertise in technology, venture capital, and institutional investing to guide our investment decisions.
Independent Chairperson
Former CTO of major tech company, 20 years AI experience. PhD in Computer Science from Stanford University.
General Partner Representative
Partner at DICL, 15 years venture capital experience. Former investment banker with extensive startup experience.
Technology Specialist
AI Research Director at leading university. Published researcher in machine learning and automation technologies.
Limited Partner Representative
Investment Director at institutional investor. 12 years experience in private markets and venture capital.
Initial review of investment opportunities aligned with our kinetic moment thesis
Comprehensive technical, commercial, and financial analysis
Investment Committee evaluation and unanimous decision requirement
Capital deployment and ongoing portfolio company support
Status: Conditionally Registered
Registration Number: ESVCLP-2024-001
Regulator: Innovation Australia
Next Review: December 2025
Compliance Status: Compliant
Last Assessment: March 2025
Next Assessment: March 2026
ATO Status: Compliant
Tax Agent: PwC Australia
Last Filing: December 2024
| Report Type | Frequency | Recipient | Next Due | Status |
|---|---|---|---|---|
| Quarterly Activity Report | Quarterly | Innovation Australia | July 31, 2025 | On Track |
| Annual Compliance Report | Annual | Innovation Australia | March 31, 2026 | On Track |
| Limited Partner Reports | Quarterly | Limited Partners | July 15, 2025 | On Track |
| Tax Returns | Annual | ATO | December 31, 2025 | On Track |
Diversification across sectors, stages, and geographies. Rigorous due diligence process.
Regular compliance monitoring and external legal counsel. Quarterly compliance reviews.
Professional service providers, segregated duties, and regular audits.
Long-term investment horizon and patient capital approach. Focus on fundamentally strong businesses.
We invest in the transitional period between data/AI integration and role automation - the "kinetic moment" where maximum value is created through human-machine collaboration.
The modern economy operates continuously, requiring businesses to optimize processes, decision-making, and customer engagement around the clock. We identify companies that are building the infrastructure and applications that enable this always-on business model.
Rather than replacing humans, the most successful companies enhance human capabilities through intelligent automation. We invest in technologies that amplify human decision-making, creativity, and strategic thinking while automating routine tasks.
We focus on companies that are positioned at inflection points in technology adoption - where AI and automation create new market opportunities and business models. These transitions create significant value for early movers who can execute effectively.
Our investment in Oroshiuri Systems demonstrates our thesis in action. By applying machine learning to supply chain optimization, they've created a platform that enhances human decision-making while automating routine logistics tasks. The result: 4x valuation increase in 15 months.
LinkLegal.ai exemplifies human-machine integration in professional services. Their platform doesn't replace lawyers but enhances their capabilities, allowing them to focus on high-value strategic work while automating document generation and compliance tasks.
Pre-seed to early expansion (Series A/B)
80% Australian companies, 20% international
$500K - $3M initial investment
AI/ML, automation, human-machine integration