Our Manifesto
Our mission
We founded Nodem as optimists who see the global adoption of technology as a force for good. We focus on Next Wave markets, which we define as the world minus the 10 “legacy” advanced economies (North America, Western Europe, etc.) that are often referred to as “emerging markets”.
We have two central goals:
Increase liquidity in private technology markets across Next Wave geographies by offering innovative capital solutions for the holders of assets the broader market often struggles to value.
Target consistently elevated returns for our fund investors through exposure to the best mature Next Wave technology companies.
To those seeking liquidity
Our promise to those seeking liquidity.
We are here as an ally to solve your liquidity needs. We recognise that the technology/venture capital ecosystem would not exist across next-wave markets without investors like you.
We are among the only players in the market with (i) the ability to quickly underwrite your next-wave funds and companies and (ii) offer bespoke liquidity solutions for total or partial liquidity (ensuring you maintain upside optionality).
As your partner, you can expect the following:
Trust: You can rely on us to offer creative liquidity solutions backed by intellectual honesty.
Long-term perspective: We are in this for the long haul. Venture capital is a business that rewards patience on all levels, and many of our solutions allow like-minded investors to retain meaningful upside.
Boutique service: We are a small, highly collaborative team. Every relationship matters.
Low friction: We appreciate the value of your time and commit to simple, transparent business and quick turnarounds.
To prospective Nodem fund investors
For the past 12 years, we have enjoyed a privileged ringside seat watching the development of the private investment industry in geographies outside major centres such as North America and Western Europe. From these experiences, we have developed an exit-driven approach to investing, where we imagine how a given market will unfold. We are extremely data-driven in assessing our target investments' exit potential and associated valuations.
There are general characteristics of underlying companies we like to invest in:
Multiple paths to exit, highly attractive to eventual buyers, from public market investors to strategic acquirers or Private Equity
Big, addressable markets and/or uncharted whitespace
Business model innovation, i.e. disrupting the value chain
Real economy businesses that have been significantly enhanced through technology
A large moat beyond pure scale and scope. From network effects, technical leadership, or other sources
Broad customer (and supplier) distribution, i.e. no concentration immediately adjacent in the value chain
Capital efficiency / sustainable unit economics
Sector agnostic
We are sector agnostic and seek exposure to businesses which have successfully created new markets from nothing or materially disrupted incumbents. We avoid frothy, cyclical themes and focus on companies that show longevity as others look to ride successive temporal waves.
Our story
Nodem was founded in 2024 by Alex Branton to address the liquidity challenges investors currently face in emerging markets.
Supported by world-class advisors, Alex brings a depth of experience, having been a senior member of Sturgeon Capital’s PE and VC teams – whose LPs include Chevron, the IFC, and SBI. Before this, Alex was an investor at Cambridge Associates, working with some of the world’s most sophisticated institutions.