The Mittelstand will shape Physical AI. We invest in the transformation that makes it happen.
Build European Momentum
AI is moving into the physical world. Few shifts will define the coming decades more.
This will be an evolution, not a revolution.
Built on the machines, factories and infrastructure already installed around us.
Shaped by long investment cycles. Driven by decades of hard-won know-how.
That is where Europe has mass.
We have the engineers.
We have the designers.
We have the customers.
And in the Mittelstand, we have what no model can emulate: the knowledge of how the physical world actually works.
What Europe needs now is velocity.
Faster adoption.
Faster decisions.
Bolder ambition.
Mass times velocity equals momentum.
At Ryse, we build it.
Company by company.
As investors.
And as operators.
What we do
Invest in the pillars of Europe’s future.
We invest where Europe’s structural growth themes meet durable moats, focusing on three pillars:
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Electrification
The world will be powered by electrons
The EU aims to double electricity’s share of final energy to 46% by 2040.-
Generation & storage
Optimise how power is produced and stored
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Distribution
Build out and digitise the grid
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Efficiency
Manage energy demand
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Automation
Demography and competition redesign work
Germany runs 449 robots per 10,000 factory workers: well ahead of the US and China.-
Factory
Roll out robotics at scale
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Buildings
Automate how real assets are run
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Transport
Orchestrate road, rail, air and sea
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Resilience
Europe is building its strategic autonomy
Europe targets to invest €750bn a year; Germany alone commits €500bn to infrastructure.-
Compute
Develop a sovereign compute stack
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Components
Strengthen Europe’s industrial supply base
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Critical materials
Build secure supply chains
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Our principles
We want to be the partner of choice for high-quality businesses and ambitious talent, giving them the resources and support to reach their full potential.
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Talent compounds
We bet on talent
We identify early-career talent and make Ryse the best place for them to take responsibility and build their careers.We align incentives
We share equity broadly and generously, so the people who build the company also own part of it.
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Learning compounds
We build an operating system
We drive every transformation with data, AI-native tools and repeatable processes.We play in the markets we know best
We stay within the circle of competence we have built as investors and operators.
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Trust compounds
We do the work
We pitch in alongside management on recruiting, sales calls and customer issues.We create accountability
We connect directly with the frontline so ownership is felt on the shop floor.
Who we are
We are investors and operators. We back one or two companies a year with high conviction.
Portfolio
Where we are doing it.
Every company starts with strong fundamentals.
Our role is to unlock the next chapter through operational leadership, AI adoption, and long-term thinking.