Portfolio Outlook
Our portfolio highlights strategic investments in Japan’s transformative SaaS sector, where innovation meets cultural excellence. By focusing on high-growth companies driving digitalization and operational efficiency, we aim to support businesses that redefine the future of Japan’s corporate landscape.
We are honoured to be shareholders at:
Fast Accounting (TSE: 5588)
Fast Accounting leverages AI to automate accounting processes, reducing manual effort and improving accuracy. The software provides comprehensive financial insights, tailored for efficient business management.
Thinca (TSE: 149A)
Thinca is a customer management system (CMS) designed to streamline and enhance communication with customers. It provides tools to manage customer interactions efficiently, improving engagement and customer relationship management.
HENNGE (TSE: 4475)
HENNGE provides secure access solutions tailored to corporate needs, safeguarding data through single sign-on and multi-factor authentication. Its tools are built to enhance both security and user convenience.
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Stmn (TSE: 4019)
Tunag offers a digital transformation (DX) platform aimed at improving internal communication and organizational alignment. The platform enhances collaboration, ensuring that company values and goals are consistently shared.
Smaregi (TSE: 4431)
Smaregi offers a cloud-based point-of-sale system designed for seamless retail management. It provides real-time data analytics and inventory tracking, empowering businesses to make data-driven decisions.
Succesful Exits
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Kaonavi (TSE: 4435)
Kaonavi specializes in human resources management, providing tools for employee data visualization and talent optimization. The platform is designed to streamline HR processes and improve workforce engagement.
Our exit from Kaonavi was caused by a tender offer from The Carlyle Group, which presented an opportunity to realize value from our investment. Given the offer's terms and strategic implications, we decided to exit our position in alignment with our investment approach.
Message to Our Esteemed Partners in Japan
We aim to highlight the remarkable companies in our portfolio, each playing a pivotal role in Japan’s digital transformation and innovation. These companies exemplify dedication, resilience, and excellence in their respective fields. We deeply value the contributions of their teams and are proud to support their continued success.
Investment Objective
Our approach focuses on fostering growth and empowering the companies we invest in by aligning with their management’s vision and long-term goals. While we remain committed to being supportive and collaborative partners, we also aim to provide transparency and insights into our investment philosophy for all visitors. By sharing our portfolio, we seek to inspire confidence in the potential of Japan’s evolving market and encourage dialogue with those who share our vision for sustainable progress and innovation.