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new york · montréal · san francisco —:—:— et · market closed
S6i Capital  /  Crossover Investing & Strategic Advisory

Where conviction compounds.

We back a small number of enduring companies, from the first cheque through the public markets, and we hold through the transition most investors treat as an exit.

Capital is patient here. We underwrite structural change, invest our own capital beside our partners, and measure the work in decades rather than quarters.

One firm, two disciplines. Investment conviction across private and public markets, and the strategic counsel of a consultancy that answers for outcomes.

Read the thesis → The portfolio →
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One firm, two disciplines. Patient capital across private and public markets, and the strategic counsel of a long-term owner.

01 / The Firm
Built for permanence
Concentration, alignment, and a holding horizon measured in decades.
Enter →
02 / The Thesis
The shifts we underwrite
Structural change, mapped and held through the transition to public markets.
Enter →
03 / Advisory
Counsel with conviction
The full scope of management consulting, from principals who invest.
Enter →
04 / The Portfolio
A concentrated book
A small number of positions we understand deeply and hold with conviction.
Enter →
01 / The Firm

We concentrate capital in companies we believe will endure, and we stay.

S6i Capital is a crossover firm investing across private and public markets. We are not built for coverage or churn. We are built for a small number of consequential decisions, made with conviction and held for a very long time.

Most capital is organised around the exit. We are organised around the company. We commit early, concentrate deliberately, and remain shareholders through the transition from private to public, the moment most investors sell. Alongside the capital, S6i Advisory brings the operating and strategic judgement of a long-term owner to the decisions that compound.

01Concentration over coverage.
02Permanence over exits.
03Judgement over consensus.
04Alignment over fees.
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Consulting practice areas
0+ yrs
Intended holding horizon
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Partner capital aligned
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Positions sold at the IPO
01.1 / Presence

Two desks. A mandate without borders.

Based in New York, Montréal, and San Francisco, invested wherever enduring companies are built. Every line on this globe is a company we know as owners, not as tourists.

02 / The Thesis

The shifts we are underwriting.

We invest behind a small number of structural changes we expect to define the next two decades, and the companies positioned to compound advantage as they unfold. Hover a theme to trace its connections.

AIntelligence & Computefoundational
BEnergy & Powerenabling
CLife Sciencescompounding
DFinancial Infrastructurerails
ESpace & Defensefrontier
FSecurity & Datadurable

Advantage that compounds is the only kind worth underwriting.

Linear businesses are priced efficiently. We look for the rare few whose advantage widens with scale, through data, networks, cost, or trust, and we hold long enough for compounding to do the work.

Year 1Year 10+
02.1 / The Holding Horizon

One position, held from the first cheque to the public company.

We enter early and stay through the transition most treat as an exit, the point at which a private company becomes a public institution.

Seed Growth Crossover Public First cheque Still holding yr 3 yr 6 yr 9 Position value →
01 / First round
The first cheque
Early conviction in founders building something singular.
02 / Growth
Scaling advantage
Capital and counsel through the years advantage is built.
03 / Crossover
Private to public
Preparing the company for the discipline of public ownership.
04 / Public markets
The enduring company
We keep holding, long after most call it an exit.
03 / Advisory

The rigor of a consultancy. The judgement of an owner.

S6i Advisory serves boards and leadership teams across every discipline a global consultancy covers. The difference is that we advise the way we invest: concentrated, senior, and accountable to the outcome.

We built our advisory practice because our companies kept asking for it. The counsel is the same we apply to our own capital: clear, delivered by principals, and priced for alignment.

01 / The Diagnostic
A decision, sharpened
Two to four weeks on a single consequential question. Capital allocation, market entry, pricing, a build-or-buy call. You leave with a recommendation we would stake our own capital on.
02 / The Mandate
A transformation, delivered
A quarter or more inside the business. Operating model, cost structure, technology, go-to-market. Senior people only, working with your team rather than around it.
03 / The Counsel
An owner, on call
Standing counsel to founders, chief executives, and boards. The continuing conversation that compounds: strategy, succession, capital markets, and the decisions in between.
03.1 / Practices

The full scope of management consulting.

Every practice a global firm fields, brought with the conviction we carry as investors.

01
Strategy & corporate finance

Corporate and business-unit strategy, capital allocation, and the financial architecture behind durable growth.

02
Operations & performance

Cost, productivity, supply chain, and the operating discipline that turns strategy into results.

03
Organization, people & leadership

Operating models, talent systems, and the leadership decisions that compound trust across cycles.

04
Digital, data & AI

Technology strategy and applied intelligence, from architecture through adoption at scale.

05
Product & innovation

Portfolio, roadmap, and the build, buy, or partner decisions that define the next curve of growth.

06
Marketing, sales & growth

Pricing, go-to-market, and revenue engines built for durable unit economics.

07
Risk, regulation & resilience

Enterprise risk, regulatory strategy, and the resilience institutions are underwritten on.

08
Sustainability & energy transition

Decarbonisation economics and transition strategy, treated as investment decisions.

09
Mergers & acquisitions

Diligence, integration, and value creation across the full transaction lifecycle.

10
Restructuring & turnaround

Liquidity, operational reset, and credibility with stakeholders when it matters most.

11
Public-market readiness

Preparing private companies for the institutions, disclosure, and discipline of public ownership.

Why leaders choose S6i.

01
We invest behind our advice.
Our capital sits in the same kinds of decisions we advise on. Few firms mark their own recommendations to market.
02
Senior people, small teams.
No leverage pyramid. The people in the room are the people doing the work.
03
Priced for alignment.
Fee structures that reward outcomes, not headcount or duration.
04
Built for discretion.
A small client list, taken deliberately. We decline more mandates than we accept.
04 / The Portfolio

A concentrated book, held with conviction.

Not a logo wall. A small number of positions we understand deeply and expect to hold for years. Click a logo to visit the company, or the card to read our thesis.

Illustrative and for informational purposes only. Companies shown may include private and public positions, may not reflect current holdings, and do not constitute investment advice or an offer of any kind. Past performance is not indicative of future results. Logos are the property of their respective owners.

05 / Research

Research, in the open.

We publish long-form research across technology, science, economics, and risk on Substack. Thinking in public keeps our conviction honest.

Featured essay · 2026 · 14 min read

The crossover window is widening.

Why the best companies now stay private through the years that once created public wealth, and what patient capital does about it.

Read on Substack ↗
The ledger / selected writing
01MarketsNotes on permanence2025↗ 02TechnologyCompute is the new balance sheet2025↗ 03StrategyThe arithmetic of concentration2025↗ 04RiskOn being early and being right2024↗ 05GovernanceOwners, not tourists2024↗ 06CapitalThe privilege of permanence2023↗
Research, delivered
New deep dives land on Substack first.
Subscribe on Substack ↗
The archive lives on Substack. Private notes are limited: request an invitation
Research, delivered

Every deep dive, straight to your inbox.

06 / The Team

A senior team, aligned with the companies we back.

S6i is a small partnership drawn from investing, operating, and research. We invest our own capital alongside our partners, and we keep the team deliberately small.

Public MarketsTwo decades across equities and crossover mandates.
Private & VentureEarly-stage conviction, from seed to scale.
Operating & AdvisoryFormer operators and strategy partners.
ResearchTechnology, science, and macro, published in the open.

We introduce the team in full to prospective partners and founders. Discretion is part of the work.

07 / Contact

Begin a conversation.

For founders, prospective partners, and companies considering the transition to public markets. We read every message and reply where we can.

New York
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Montréal
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San Francisco
37.77°N · 122.42°W

S6i Capital handles your details with discretion. They are used solely to respond to your enquiry and are never shared with third parties.

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Thank you. Your enquiry has been received. We will be in touch where we can.

● / Private

The book.

Welcome back. Indicative snapshot · July 10, 2026. Log out

Allocation / largest positions
The horizon / illustrative compounding

Private view for authorised partners only. Figures are an indicative snapshot and may differ from custodial records. US$ positions are shown converted at 1.37 CAD where combined. Compounding scenarios are illustrative, not a forecast and not advice.

08 / Legal

Terms of Use.

Thanks for your interest in our Website at s6icapital.com. Your use of this Website, including the content, materials and information available on or through this Website (together, the “Materials”), is governed by these Terms of Use (these “Terms”). By using this Website, you acknowledge that you have read and agree to these Terms.

Who We Are

This Website is maintained and operated by S6i Capital Operations, LLC, which provides administrative and other services to various S6i Capital entities. In accordance with industry custom, this Website occasionally uses terminology that may be interpreted to suggest that our firm is actually a single entity. However, there is no such single entity and all of the entities that comprise our firm have their own separate legal existence.

Materials

Except for certain Materials provided through a password protected area on this Website (see below), ALL MATERIALS ARE PROVIDED “AS IS,” MAY NOT BE RELIED UPON FOR ANY PURPOSE, AND ARE NOT SUBJECT TO EXPRESS OR IMPLIED WARRANTIES OF ANY KIND. In particular, except to the extent that Materials provided through a password protected area on this Website are subject to different rules, we make no representations or warranties with regard to the Materials’ accuracy, completeness, non-infringement or fitness for a particular purpose. You should be aware that a significant portion of the Materials include or consist of information that has been provided by third parties and has not been validated or verified by us. In connection with our investment activities, we often become subject to a variety of confidentiality obligations to funds, investors, portfolio companies and other third parties. Any statements we make may be affected by those confidentiality obligations, with the result that we may be prohibited from making full disclosures. Without limitation on the effect of other warnings and disclaimers set forth in these Terms, you should interpret any statements we make (on this Website or otherwise) in that context. Please ensure that your own computer security is comprehensive and up to date. We accept no responsibility for viruses, malware or other malicious or damaging software contained in the Materials or otherwise.

Third-Party Sites

We accept no responsibility for third-party sites available through this Website, via hyperlink or otherwise. You are encouraged to review the terms of use applicable to those sites. Any access to, or use of, a third-party site is solely at your own risk.

Password Protected Areas

Certain Materials may be made available through a password protected area on this Website. Each password is intended to be confidential and used only by the individual or entity to whom it is issued. Do not disclose your password to any unauthorized person. If you access Materials through a password protected area, please note that the written agreements between you and the applicable S6i Capital entities, as well as any provisions set forth in those Materials, govern the parties’ respective rights and obligations with regard to those Materials. In particular, Materials provided through a password protected area generally are confidential and subject to limitations on disclosure and use, and S6i Capital individuals and entities generally have limited liability with respect to the accuracy and completeness of such Materials.

No Offer, Solicitation or Advice

Except to the extent expressly set forth in Materials provided through a password protected area on this Website, or as otherwise specified by an S6i Capital entity in writing, nothing on this Website is intended to constitute (i) an offer, or solicitation of an offer, to purchase or sell any security, other asset or service, (ii) investment, legal, business or tax advice or an offer to provide such advice, or (iii) a basis for making any investment decision. The Materials are provided for informational purposes and have been prepared by S6i Capital to acquaint existing and prospective portfolio companies, entrepreneurs and other company founders with S6i Capital’s recent and historical investment activities. The Materials are not directed towards any existing or prospective investor in any S6i Capital fund. The Materials are provided in summary form and do not purport to be complete. Please note that any investments or portfolio companies referenced in the Materials are illustrative and do not reflect the performance of any S6i Capital fund as a whole. The Materials do not include a complete list of all S6i Capital portfolio companies. Past performance is not indicative of future results and there can be no assurance that any S6i Capital fund will achieve comparable results or that any future investments will be profitable. All forward-looking statements are based upon assumptions that may not prove to be correct. There is no obligation for S6i Capital to update or alter any forward-looking statements, whether as a result of new information, future events, or otherwise. Except as expressly stated by an S6i Capital entity in writing, neither this Website nor any of the Materials make any effort to present a comprehensive or balanced description of S6i Capital or its investment activities.

Restrictions on Use; No License

We reserve all rights with respect to the design and content of this Website. In particular, you must not misappropriate the design or content of this Website and you must not alter or deface such design or content in any way. Nothing on this Website grants any license with respect to such design or content, except that you may download and use Materials solely for your own personal information.

Ownership of Trademarks, Etc.

All text, photos, graphics, logos, content and other Materials on this Website are protected by United States and foreign copyright, trademark and other applicable laws. In particular, all trademarks, trade names and logos displayed on this Website are proprietary to S6i Capital, its affiliates or their respective owners, and this Website grants no license to them. S6I CAPITAL and the S6i logo are among our trademarks in the United States and/or other countries.

Submitting a Business Plan or Other Confidential Information

Due to the large number of business plan ideas and related materials that we review, and the similarity of many such plans and materials, we cannot accept responsibility for protecting against misuse or disclosure any confidential or proprietary information or other materials in the absence of our express written agreement to do so. Any plans, information and other materials you submit in connection with this Website may be used or disclosed by us for any purpose and in any manner, as we determine in our sole discretion. Please consider this carefully before sending us any information or other materials that you deem confidential or proprietary.

Privacy Policy

For information about our privacy practices, please refer to our Online Privacy Policy or contact us.

Limitation of Liability

Except as specifically agreed by an S6i Capital entity in writing, NO S6I CAPITAL INDIVIDUAL OR ENTITY SHALL HAVE ANY LIABILITY BASED UPON YOUR USE OF, OR RELIANCE UPON, THIS WEBSITE OR THE MATERIALS. Some jurisdictions limit our ability to disclaim liability. With regard to those jurisdictions, our liability shall be limited to the greatest extent permitted by applicable law.

Modification of These Terms

We reserve the right to modify these Terms at any time. Please check these Terms periodically for changes. Your continued use of this Website after the posting of changes constitutes your binding acceptance of such changes.

Miscellaneous

This Website is operated and controlled by S6i Capital Operations, LLC in the United States of America. If it is illegal or prohibited in your country of origin to access or use this Website, then you should not do so. Those who choose to access this Website outside the United States of America access it on their own initiative and are responsible for compliance with all local laws and regulations. These Terms, and any disputes relating to these Terms or your use of this Website or the Materials, shall be governed in all respects by the laws of the State of New York, without regard to conflicts of laws principles. Except as otherwise agreed in writing by the applicable S6i Capital entities, any disputes relating to these Terms shall be resolved exclusively in the state or federal courts located in New York County, New York. These Terms set forth the entire agreement between you and us with respect to the subject matter hereof and supersede all prior agreements relating to such subject matter. All S6i Capital individuals and entities are intended third-party beneficiaries of these Terms. Our rights under these Terms may be waived by us only in writing. These Terms are binding on you as well as your successors and permitted assigns. In the event any provision of these Terms is determined to be invalid or unenforceable, such provision shall be deemed severed from the remainder of these Terms and replaced with a valid and enforceable provision as similar in intent as reasonably possible to the provision so severed, and shall not cause the invalidity or unenforceability of the remainder of these Terms.

Online Fraud Warning for s6icapital.com

S6i Capital is a crossover investment firm active across private and public markets. Unfortunately, the reputation of leading investment firms has led to a proliferation of scams by imposters, cyber criminals, and other fraudulent actors that falsely claim to come from us, or to be associated with us, our brands, and our officers and employees.

These scams may include invitations to join in investment opportunities via online platforms, social media accounts, and misleading or spoofed email addresses. These are not affiliated with S6i Capital in any way and are not legitimate. S6i Capital and its officers and employees will never (1) promote stocks, tokens, or any other investment opportunities directly to consumers through any social media account or other online medium, including Facebook, Instagram, X, Telegram, or WhatsApp, or (2) request money, bank account details, or any other personally identifiable information from any individuals by phone, text, email, or any messaging platform.

If you suspect that S6i Capital or our employees are being impersonated in communication with you, please contact us at security@s6icapital.com.

Contact Information

Any questions, concerns or complaints regarding these Terms should be sent to our General Counsel c/o compliance@s6icapital.com.

Effective Date: July 9, 2026 © 2026 S6i Capital Operations, LLC. All Rights Reserved.
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A note from the partners

On patience as an edge.

Most of finance is a contest of speed. We have built S6i around the opposite conviction: that the scarcest edge left is patience. The willingness to concentrate, to be early, and to hold through the years when a great company is merely a good one.

We back a small number of founders, we invest our own capital beside theirs, and we stay through the transition from private to public that most investors treat as the finish line. We think it is closer to the beginning.

If you are building something meant to last, we would like to hear from you.

The Partners, S6i Capital
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