Backing the disruptors of tomorrow's infrastructure
Venture capital for founders building category-defining infrastructure technology companies
Venture capital for founders building category-defining infrastructure technology companies
The new infrastructure reality
We have entered into a historic cycle of infrastructure spend, driven by the energy transition, AI compute, and national security. But we face a critical bottleneck: labor shortages and rising costs mean we cannot meet this demand with yesterday’s methods. The world needs to build more infrastructure with fewer resources, and technology is the only way to bridge that gap.
72
tn
Global infrastructure spend required between 2025 and 2050.
€4.3tn
Infrastructure funding gap across Europe and UK, technology-driven efficiency is non-negotiable.
3M
Workers forecasted shortfall in construction workers by 2030.
our Thesis
Critical Systems. Interconnected.
Energy, Industry, and Cities are not siloes. They are a single, interdependent ecosystem facing a shared crisis: the need to scale capacity with finite resources.
Technology that supports the operations of cities, the buildings within, and the systems that connect them.
Urban Infrastructure
Technology that supports the operations of cities, the buildings within, and the systems that connect them.
Technology that improves the way we generate, transport, and store energy in the face of massive demand growth.
ENERGY Infrastructure
Technology that improves the way we generate, transport, and store energy in the face of massive demand growth.
Technology that catalyses resilience by rethinking the ways goods are manufactured and supply chains are optimised.
INDUSTRIAL Infrastructure
Technology that catalyses resilience by rethinking the ways goods are manufactured and supply chains are optimised.
PORTFOLIO
The companies reshaping the physical economy
FROM OUR FOUNDERS
Conviction before consensus
We back founders when the technology is ready but the market is just waking up. Today, those early bets are becoming the operating standards for global industries
Class 3 Technologies
“As we expand into Europe, having SFV as a partner on the ground has been incredibly valuable. They took the time to deeply understand our product, provided thoughtful guidance on how to position it in the market, and have been relentless in helping us navigate complex negotiations to get our first deal across the finish line.”
Ibbi Almufti
Founder & CEO
HIVED
"Working with Conan and the wider SFV team over the past few years has been a genuinely valuable partnership. They’ve supported and challenged us in equal measure as we’ve scaled at pace, and I would strongly recommend them to founders looking for a high-quality partner to help navigate the journey from early stage to scaling up."
Murvah Iqbal
CEO & Co-founder
Working with SFV
Conviction before consensus
We back founders when the technology is ready but the market is just waking up. Today, those early bets are becoming the operating standards for global industries
Team
Specialist. Experienced. Grounded.
Our team combines broad operational and venture capital experience with expertise investing in infratech. We speak the language of our founders because we know their world and their customers.
Conan has two decades of transactional, operational and investment experience. He founded SFV and previously scaled a real estate data management business from startup to exit as COO.
LinkedIn
Conan Lauterpacht
Partner
Matt has been a technology investor for over 25 years in San Francisco and London. His experience on the operations side includes roles at Ripple and Opera.
LinkedIn
Matthew Chagan
Partner
Reid joined SFV as an investor in 2021. He has a mechanical engineering background and previously worked in growth operations at WeWork.
LinkedIn
Reid Carroll
Principal
Hannah has spent the last decade in startup and fund operations. Prior to that, she worked in real estate valuations and corporate finance at PwC and Savills.
LinkedIn
Hannah Prideaux
Head of Operations
Backed by a leading
European real asset platform
European real asset platform
Our alliance with PATRIZIA provides a direct line to the real economy. We use this unique insight into asset owners' needs to make smarter investments and open commercial doors for our portfolio companies.
STORIES
Perspectives
Building the future of infrastructure?
Whether you're a founder with a breakthrough technology or potential partner, we'd like to hear from you.
OUR PARTNERS