Imagination 01
We place possibility, rather than numbers or technology itself, at the centre of judgment. Drawing what has not been drawn yet is where we start.
YM & PARTNERS
Investing for Next, Beyond Generations
Connecting technologies,
mapping the future
YM & Partners invests in the world's best technology companies. We believe in possibility that numbers cannot yet explain, and we judge by that belief.
00Portfolio
companies
companies
00Core
sectors
sectors
00Markets
covered
covered
01 — Mission
We invest in the world's best technology companies, believe in their possibility, and connect the dots across industries, technologies, and borders.
01
Invest in the world's best
Our standard for what we back: companies that have reached, or will reach, the highest level in their field.
02
Believe in their possibility
We judge by possibility rather than by numbers alone.
03
Connect the dots
One connected portfolio across industries, technologies and borders — not a sum of individual deals.
02 — Vision
We draw the map of the next generation.
Different industries, different technologies, different countries — the companies we choose eventually meet. When scattered dots connect, a direction appears, and that direction becomes the map the next generation will live by.
01Semiconductors
Micro-LED, photonics, advanced packaging.
02Robotics
Actuation, autonomy, industrial automation.
03AI infrastructure
Compute, model tooling, applied video and vision.
04Biotech
Bioprocess, instrumentation, engineered biology.
03 — Core values
How we work
Connection 02
One investment is one dot; connected dots become a direction. We link our portfolio across industries, technologies and borders, and create opportunities no company could reach alone.
Conviction 03
We decide while possibility is still in the realm of imagination, and we stay to the end with the companies we join. Conviction is the risk we take and the promise we keep.
04 — Portfolio
One connected portfolio, not a sum of deals
The global leader in microLED microdisplays for AR glasses. Jade Bird Display's proprietary hybrid monolithic integration bonds microLED pixels directly onto silicon backplanes, producing displays smaller than a fingernail at brightness no alternative technology reaches. Its full-colour Hummingbird light engine delivers 10,160 PPI and half a million nits in red — the threshold at which AR glasses become usable outdoors.
One of the world's leading generative AI video models. Built on a self-developed 3D VAE and diffusion transformer architecture, Kling turns a line of text or a single image into video with physical coherence and scene consistency, and is already embedded in commercial advertising, film, and short-form production pipelines.
05 — Contact
For enquiries, please write to ir@ymandpartners.com.