Sectors
Technology.
Traditional technology — software, enterprise systems, internet, and IT services — is the largest sector in the firm's coverage and the proof that GDA's mandate is broader than the frontier. These are businesses valued on recurring revenue and retention, and the firm covers them with the same discipline it applies everywhere: unit economics first, technology second.
The frontier matters here as a repricing force. Established software companies that credibly adopt AI or ledger infrastructure trade differently from those that announce it; the firm's Innovation business exists to make the difference real.
Disclosed positions in this sector
Private Equity
RitualOS — Operating layer for community-driven digital products.
Private Equity
MyStandard — Digital identity and credentialing ecosystem for verified achievement.
Private Equity
Naoris Protocol — Post-quantum decentralized cybersecurity mesh for the digital world.
Engineering delivery
Where a technology mandate needs build work — systems, integration, tokenization engineering — the bank’s engineering practice covers this sector: MLG Blockchain — Software & platforms.