Discover and compare thematic investment opportunities on Orca
Thematic investing is transforming private markets. Orca makes it easier for LPs to identify GPs and funds aligned with global megatrends – and for GPs to stand out where it matters.
Explore Themes on Orca
Why Thematic Investing?
Thematic investing is reshaping how LPs allocate capital. By focusing on long-term megatrends—like AI, energy transition, and demographic shifts—these strategies cut across sectors and position portfolios for future growth.
In private markets, where commitments are long-term, aligning with structural themes means investing in sustained value, not short-term noise, and future-proofing investment portfolios.
Why Themes Matter to LPs and GPs
Limited Partners
- Discover relevant GPs and funds aligned with investment themes.
- Crisp insights and easy contrast & compare to help with portfolio construction.
- Overviews of themes and available funds across asset classes.
General Partners
- Position strategies within high-demand themes, improving visibility among LPs.
- Reach and engage with LPs actively seeking thematic exposure to drive interest and capital commitments.
- Demonstrate alignment with global megatrends, strengthening value propositions and helping you stand out.
How Orca Helps
Orca turns thematic investing from a trend into a tool.
Much more than a stale database listing GPs and funds by asset class or region, Orca takes it further — by tagging each strategy with relevant investment themes. LPs don’t just search by region or fund type — they use natural language search and find the GPs and strategies that best align with the macro shifts they’re investing in.
Thematic Tags on Every Strategy
Search by trend, not just asset class.
Data-Led Comparisons
Compare theme-aligned GPs by track record and focus.
General Partner Exposure
Get discovered by LPs looking for your theme
Featured Investment Themes on Orca
Energy Transition
The global shift towards renewable energy, carbon reduction, and sustainable infrastructure is accelerating. LPs increasingly seek exposure to GPs specialising in clean energy, electrification, and green finance. Orca helps LPs discover and track Energy Transition strategies with ease.
Artificial Intelligence (AI)
AI-driven innovations are transforming every sector – from financial services to life sciences. As institutional investors explore AI-focused funds across asset classes, Orca provides a structured way to identify top-performing AI strategies in private markets.
Food & Agriculture
The future of food is rapidly evolving, with capital flowing into agritech, sustainable farming, and alternative protein investments. Orca allows LPs to track funds focused on securing and innovating global food supply chains.
Healthcare
With advancements in biotech, pharmaceuticals, and digital health, private capital plays a pivotal role in shaping the future of healthcare. Orca connects investors with GPs driving innovation in this high-growth sector.
Evergreen Investment Structures
Evergreen funds are gaining traction as investors seek flexible, long-term capital deployment strategies. Orca enables LPs to explore and engage with GPs offering innovative evergreen structures.
Ready to discover or showcase thematic strategies?
Whether you’re looking to invest in the future or raise capital for a theme-aligned strategy, Orca makes it easy.
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