Notes/

Investors that stick to one sector

Lowercarbon Capital is the most focused of the 61 investors with 6 or more companies on London Mempool: 6 of 6 are Climate.

This note takes the 61 investors named on 6 or more companies on the map and asks how much of each portfolio sits in its biggest sector. Only deals named on a page we fetched count, so every portfolio here is a floor, not the firm's full London book.

2 of them have every company in a single sector: Lowercarbon Capital (6 of 6 Climate) and QED Investors (6 of 6 Fintech). The next most concentrated are Citi (5 of 6 Fintech), NVIDIA (5 of 6 AI) and Episode 1 Ventures (6 of 8 AI).

Across all 61, the median investor has 42% of its companies in its biggest sector. AI is the biggest sector for 23 of them and Fintech for 11, while 17 have two sectors level at the top. The most spread out is Octopus Ventures, with no more than 6 of its 26 companies (23%) in any one sector.

Breathe Battery TechnologiesCarmoolaClearScoreEntocycleEpoch BiodesignFuse EnergyIsometricModel MLPayhawkVelocityWeavr
Inner London. Coloured dots are the 12 companies backed by Lowercarbon Capital and QED Investors, grey dots the rest of the map. 1 more sits outside this view.
Portfolio by sector, most concentrated first
  • AI
  • Fintech
  • Crypto
  • Defence
  • Health
  • Climate
  • Other

On the map

How we counted: An investor counts on a company only when a page we fetched names it as backing that company. Angels, grants and lenders are left out, and each company is counted once by its primary sector. Numbers are computed from the dataset as of 9 Oct 2026. Methodology

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