Portfolio
Companies we back.
Stakes in technology businesses across fintech, proptech, health, energy, industrial IoT and hardware.
01 · Holdings
Selected holdings
Listed alphabetically by sector. Not every holding is shown.
EnergySoluno
Specialist asset management for commercial solar and battery installations. AI-driven arbitrage and peak-shaving, proactive fault detection and simulated utility bills keep 100kW+ sites earning, with a dedicated consultant on every one.
EnergySwitch
South African software for smart metering, utility billing, energy trading and wheeling — one platform from the meter reading all the way to settlement.
FintechSquirrel Away
Invest in a child's future from R10. Family and friends contribute to a child's ETF-based portfolio instead of buying another gift. Yenza Venture Studio's first investment.
via Yenza Venture Studio · since 2025Visit Squirrel Away
FintechTaxTim
South Africa's digital tax assistant. Plain-language guidance and SARS eFiling integration have returned more than R700 million in refunds to taxpayers since 2011.
via Consortium led by Twofold Capital · since 2025Visit TaxTim
FintechUltimate Finance
Unsecured loans against salary for government and private-sector employees in Tanzania, answered in minutes. A Bank of Tanzania regulated microfinance lender, lending through 20 branches in 14 regions since 2013.
HardwareHenlo
Espresso machines built in South Africa with the telemetry of a connected device: brewing profiles, live performance tracking and remote insight for the café owner. Over 85 deployed across three continents.
HealthtechMedX Health
Skin health imaging that replaces a doctor’s visual inspection with a measurement. Its FDA-cleared DermSecure platform reads what sits below the surface, for dermatology and clinical research across 37 territories.
HealthtechPinotage Health
AI-powered ambient scribe for clinicians: documents the patient visit, suggests medical codes and validates them against payer rules, with every note approved by the clinician before it reaches the record.
Industrial IoTHisWay Labs
Maker of TrackView, a solar-powered, theft-resistant IoT sensor that detects broken rails and tracks train position using the rail itself as the sensing medium. Patented in South Africa, the US and the EU.
ProptechLeaseSurance
Deposit-free lease insurance for residential landlords and property managers: tenants pay a small monthly fee instead of a cash deposit, and a data-driven risk engine prices the cover.
02 · Also in the group
Wholly owned operating companies
The services wing is owned outright: engineering, AI, product and a venture studio, all inside the group.
- 01since 2020
Engineering and advisory
Octoco Consulting
Technology meets business
- 02since 2025
AI innovation studio
Octoco AI
Cut through AI noise. Build what matters.
- 03since 2012
Product and software studio
Polymorph
People-centred custom software development
- 04since 2024
Venture studio
Yenza Venture Studio
From idea to first revenue
Building something we should know about?
Founders raising, businesses that need a technology partner, investors who want a co-investor with engineers.