We use our industry expertise and whole-portfolio approach to identify, capitalize, and support both cutting edge and well-established companies to create sustainable value for our clients and community.
At Green Eight Capital, we are a mission-driven private markets investment firm.
Our goal is to deliver superior uncorrelated returns while shaping a better future by capitalizing generation-defining innovation, growth, and resilience in aerospace and adjacent industries.
We act as a partner to cutting-edge growth and mature companies in aerospace, government & defense, and space & future technology verticals. Our capital and expertise are deployed to help companies innovate in these industries, address supply gaps and industrial base considerations, and scale for growth.
Founded in
2018
by CEO Philipp Maurer
Our goal is to not only address a global need for foundational technologies, reconstituted supply chains, and resilient industrial bases but to also facilitate positive changes and competitive financial returns in the process.
Our leadership consists of a global team of investment, operations, and industry experts working to drive returns, shape outcomes at portfolio companies, and amplify positive externalities on behalf of our clients, partners, and communities. We are deeply rooted in both Europe and the United States, leveraging the power of global reach and perspective in our work.
Switzerland
8808 Pfäffikon, Switzerland
USA
New York, NY 10022
Luxemburg
5365 Munsbach, Luxemburg
Germany
60325 Frankfurt a. Main, Germany
We identify and direct capital into both mature and growing assets, seeking to deliver superior returns tied to a confluence of catalysts and actionable opportunity in aerospace and adjacent industries.
Aerospace
Aerospace production has fallen short of air travel demand as the industry faced pandemic-induced issues, providing an opportunity to capture a period of outsized growth. New solutions driven by tightening emissions standards has the potential to drive the future of aviation and offer significant upside.
Commercial Aviation
Commercial aerospace historically grows at a multiple of GDP with high barriers to entry. Aerospace is currently in a period of elevated growth rebounding from the Covid-19 bottom with structural demand tailwinds set to sustain current trends.
Aftermarket
Aftermarket / maintenance is driven by flight hours and aircraft age. New aircraft production rates have fallen short of demand, resulting in higher utilization and useful life extensions of the existing fleet, driving a favorable pricing backdrop.
Propulsion and Energy
Advancements in engine technology drive increases in fuel efficiency and ultimately aircraft development cycles. The same technological advancements can be applied to other applications such as wind turbines.
Sustainable Aviation
Sustainable aviation fuel, electric, hydrogen, and hybrid propulsion can bridge the current aviation industry to its climate emission targets but require significant investment to reach capacity.
42,595
New main-line aircraft
demand until 2042
12 years
Backlog for the most popular aircraft
at currently targeted production rate
$8.6tn
Required capital expenditure for
net-zero aviation by 2050
Government & Defense
With growing geopolitical tension and a rising threat environment, governments are scaling up expenditure to re-shore supply chains and improve operational readiness. Additionally, governments increasingly relying on the private sector to improve capabilities and capacity.
Defense Consumables
Stockpiles of materiel and other various consumables have long been neglected and drawn down in recent years as global tensions have escalated significantly. Governments face an urgent need to replenish and invest in building new reserves of consumables.
Data Analysis & AI
Governments are emphasizing a need to become more data-driven in their decision making globally. The ability to process vast amounts of data quickly is paramount to achieve this. Data Analysis & AI are at the forefront of government priorities to improve readiness.
Unmanned & Autonomous
The industry is facing a pilot shortage crisis which has been accelerated due to Covid-19 related retirements. The shortage is estimated to reach 30,000 pilots by 2032, driving the need for autonomous flight as a potential solution along with additional applications such as cargo.
Sealift
Sealift is one of the key pillars that makes up the government logistics network but much of the fleet is nearing retirement age. This dynamic underpins the need for recapitalization to undergo a replacement cycle in a timely manner.
55-65%
Forecasted defense spending
growth through 2026
$1.2tn
2022 military spend of NATO
countries
67%
Of NATO countries still working
towards the target military
spending of 2% of GDP
Space & Future Technology
Satellite miniaturization coupled with rapidly falling launch costs have catalyzed commercial growth of the space economy through structural cost decreases. Historically dominated by governments, the Space industry’s proliferation of commercial businesses presents a compelling opportunity.
Launch
Launch forms the gateway to space and will continue to be the rate limiting step for growth in the industry without investment. The speed at which the space economy grows is heavily dependent on the launch capabilities developed.
Satellite Manufacturing
Miniaturizing equipment allows smaller satellites to do more at a lower cost. Lower input costs lead to larger constellations and ultimately accelerates the expansion of applications and adoption of new technologies.
New Space Industries
Increasing access to space opens the door to new industries: asteroid mining high-value minerals, development and manufacture of medicine, biotech, and semiconductors in-orbit, along with an array of associated orbital services.
Future Innovation
We believe aerospace will be the foundation for a generation-defining technology inflection point. Examples include nuclear fusion, which can viably be a clean energy source, and quantum compute, capable of vastly improving processing power.
85%
Reduction in launch cost per kilogram
from 1970-2000 versus 2021
$366Bn
Market size of space economy
150%
Increase in number of satellites
in orbit from 2019 to 2022
Contact Us
Green Eight Capital AG
Zentrum Staldenbach 13
8808 Pfäffikon Switzerland
Green Eight Capital International Corp.
570 Lexington Avenue,
34th Floor New York, New York
10022, USA
IR@G8C.COM
+41417100808