Sectors
Artificial Intelligence.
The firm's AI coverage runs from applications through data to compute infrastructure, underwritten on a single conviction: capability is converging and margin is migrating to the orchestration and delivery layer — the businesses that stand behind completed work rather than resell model access.
GDA is itself AI-enabled in its own operations, which functions as diligence: the firm prices what these systems actually do, not what their decks claim.
Disclosed positions in this sector
Private Equity
Alpaca Network — Decentralized laboratory advancing AGI models and distributed compute.
Private Equity
Raiinmaker — Decentralized AI training network powered by verified human contribution.
Private Equity
HyperCycle — Network infrastructure for machine-to-machine AI transactions.
Private Equity
SingularityNET — Decentralized AI marketplace running on blockchain.
Private Equity
Edgein — Web3 business data and knowledge platform.
Private Equity
Fetch.ai — Decentralized machine-learning network where autonomous agents perform economic work.