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.
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.