Name: Transforming industries through space: Spotlight on space tech investing
Uploaded: 2024-10-01T10:33:58.666Z
Duration: 238.6

SRA_13 - Mark Boggett V.2_1.mp4

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SRA_13 - Mark Boggett V.2.vtt

ENGLISH

{{00:00:10}}
So Seraphim is a space
focused investment firm.

{{00:00:14}}
We launched about 10 years ago and we
launched the world's first space focused

{{00:00:18}}
venture fund that's invested into 20
companies, many of which are now the

{{00:00:22}}
leading category, leading companies
within the space market globally.

{{00:00:27}}
We have an accelerator program.

{{00:00:28}}
We have a growth fund that
invests in later stage companies.

{{00:00:32}}
And across all of our activities,
we've got 136 space tech companies,

{{00:00:37}}
so we're the most prolific investor
in the space market globally.

{{00:00:46}}
The big opportunities are really
about a digital infrastructure

{{00:00:49}}
that's being created around Earth
with these miniaturized satellites

{{00:00:53}}
that are now being launched in
their hundreds or even thousands.

{{00:00:56}}
And this is allowing us to be able
to image our planet in ways that

{{00:01:00}}
we've never been able to do before.

{{00:01:02}}
So this is relevant to every industry.

{{00:01:04}}
If you think about GPS and how important
that's been, and how it's widely

{{00:01:08}}
used in every industry, the types of
solutions that we're investing into

{{00:01:11}}
are the sort of next generation.

{{00:01:13}}
So this is driving change in defence
and climate and sustainability,

{{00:01:18}}
autonomous mobility, smart cities,
food security, IOT, so very, a broad

{{00:01:23}}
range of growth areas, but then it's
also servicing every industry from

{{00:01:27}}
insurance to real estate, oil and gas.

{{00:01:30}}
So this is a very broad area that
we're that we're investing into.

{{00:01:33}}
It's about data, it's about
communications, it's about leveraging

{{00:01:37}}
that dataset through AI to provide new
capability to all of these markets.

{{00:01:42}}
So when we think about space,
we're thinking about how space

{{00:01:45}}
is helping address problems on
Earth, with real markets on Earth.

{{00:01:49}}
We don't invest into areas that relate
to the moon or Mars or all of these

{{00:01:54}}
exciting things that are actually
going on around space exploration.

{{00:01:57}}
We're very much focused around
how you can profit from this

{{00:02:00}}
new capability from space.

{{00:02:07}}
The biggest historic challenge
has been the cost of of building

{{00:02:11}}
infrastructure in space.

{{00:02:12}}
But thanks to Elon and a whole range of
other new rocket launch companies, the

{{00:02:17}}
cost of accessing space has now come down
to a level where business cases now work.

{{00:02:23}}
We're investing into large infrastructure
like data centers in space, cell towers in

{{00:02:28}}
space, that are really going to start to
to change how we use data on the planet.

{{00:02:34}}
We're also at the further end of what
we're doing we're looking at things

{{00:02:38}}
like data that solar farms in space.

{{00:02:41}}
So being able to provide clean,
consistent energy back to Earth.

{{00:02:46}}
We need to find other
solutions for energy.

{{00:02:49}}
And space is definitely one of these
areas that we believe is really going

{{00:02:51}}
to address some of these big problems.

{{00:02:59}}
Already growing very quickly, and there
are a number of tailwinds that are

{{00:03:02}}
really driving the growth in the market.

{{00:03:05}}
Defense is is the key one at the moment
because of global instability and the

{{00:03:11}}
political, global political situation.

{{00:03:14}}
Many countries have increased the size of
their defense budget two or three times.

{{00:03:19}}
And much of this new capability is now
being addressed on the space market.

{{00:03:24}}
So many of our companies are
growing very quickly because of the

{{00:03:28}}
interest from the defense community.

{{00:03:30}}
Now space is dual use.

{{00:03:32}}
The real growth opportunity is in
the commercial part of the market

{{00:03:35}}
and again, climate is one of the
sort of biggest areas of growth.

{{00:03:39}}
So it's very clear to us that there
is a, at least a 10 year rapid growth

{{00:03:44}}
opportunity within this market.

{{00:03:46}}
This significant cost that's been taken
out of the market to make this a much

{{00:03:51}}
more profitable area to invest into.

So Seraphim is a space
focused investment firm.

We launched about 10 years ago and we
launched the world's first space focused

venture fund that's invested into 20
companies, many of which are now the

leading category, leading companies
within the space market globally.

We have a growth fund that
invests in later stage companies.

And across all of our activities,
we've got 136 space tech companies,

so we're the most prolific investor
in the space market globally.

The big opportunities are really
about a digital infrastructure

that's being created around Earth
with these miniaturized satellites

that are now being launched in
their hundreds or even thousands.

And this is allowing us to be able
to image our planet in ways that

If you think about GPS and how important
that's been, and how it's widely

used in every industry, the types of
solutions that we're investing into

So this is driving change in defence
and climate and sustainability,

autonomous mobility, smart cities,
food security, IOT, so very, a broad

range of growth areas, but then it's
also servicing every industry from

So this is a very broad area that
we're that we're investing into.

It's about data, it's about
communications, it's about leveraging

that dataset through AI to provide new
capability to all of these markets.

So when we think about space,
we're thinking about how space

is helping address problems on
Earth, with real markets on Earth.

We don't invest into areas that relate
to the moon or Mars or all of these

exciting things that are actually
going on around space exploration.

We're very much focused around
how you can profit from this

The biggest historic challenge
has been the cost of of building

But thanks to Elon and a whole range of
other new rocket launch companies, the

cost of accessing space has now come down
to a level where business cases now work.

We're investing into large infrastructure
like data centers in space, cell towers in

space, that are really going to start to
to change how we use data on the planet.

We're also at the further end of what
we're doing we're looking at things

So being able to provide clean,
consistent energy back to Earth.

We need to find other
solutions for energy.

And space is definitely one of these
areas that we believe is really going

Already growing very quickly, and there
are a number of tailwinds that are

Defense is is the key one at the moment
because of global instability and the

Many countries have increased the size of
their defense budget two or three times.

And much of this new capability is now
being addressed on the space market.

So many of our companies are
growing very quickly because of the

The real growth opportunity is in
the commercial part of the market

and again, climate is one of the
sort of biggest areas of growth.

So it's very clear to us that there
is a, at least a 10 year rapid growth

This significant cost that's been taken
out of the market to make this a much

Expert Insight

Explore how Seraphim, a pioneering space-focused investment firm, is shaping the future with its investments in space tech. From launching the world's first space-focused venture fund to supporting 136 space tech companies, Seraphim is the most prolific investor in the global space market. Learn about their accelerator program, growth fund, and innovative projects aimed at addressing Earth's problems through space technology. Discover how miniaturized satellites and reduced infrastructure costs are driving advancements in defense and much more.
