Investment Strategy and Portfolio
Industrial Intelligence Capital for Next-Gen Electronics Manufacturing

Investment Strategy
Global Precision, Vertical Expertise

Geo-Strategic Allocation

Deploy capital across 6 critical manufacturing corridors:

•Americas Innovation Belt (U.S. R&D + Mexico near-shoring)

•European Gateway (Hungary-based industrial automation)

•Asia Manufacturing Nexus (China/ASEAN supply ecosystems)

Vertical Chain Domination

Upstream Tech: Industrial IoT, AI vision systems, predictive maintenance SaaS
Mid/Downstream Enablement: Rapid PCBA prototyping, modular smart factories

Dual-Sector Focus

Consumer Electronics                      

•High-iteration adaptability             

•Light-asset production models        

Automotive Electronics
•EV/ADAS tech integration
•Automotive-grade reliability
 

Core Portfolio Architecture

Tech Enablers (Upstream)

Lanzor (Flagship)
•Domain: SMT smart factory solutions 
•Capabilities: "Factory-in-factory" deployment, IIoT data orchestration 
•Impact: 30% equipment utilization lift in Thailand/Hungary deployments 

Machine Vision Innovators 
•Role: AI-powered defect detection 
•Cross-Portfolio Synergy: Integrated into 3 automotive electronics plants


Production Nodes (Mid/Downstream)

U.S. PCBA Prototyping Network
•Differentiator: 24-hour turnkey samples (vs industry 72h standard)
•Tech Integration: Lanzor’s scheduling algorithms cutting idle time 45%

Mexico/Hungary Smart Factories
•Client Value: ESG-compliant regional manufacturing
•Efficiency Gains: 22% energy reduction via portfolio energy SaaS


Strategic Value Creation Levers

Cross-Border Tech Deployment
•e.g., Lanzor’s IIoT platform managing U.S.-Mexico-Thailand production flows

Cost Transformation
•"Factory-in-factory" model reducing client CAPEX by 60% in Vietnam

Future-Proofing Portfolio
•38% portfolio companies developing AI-driven production solutions
•100% automotive electronics exposure aligned with EV megatrend


Why Investors Choose Vallis

“We build interconnected manufacturing ecosystems – not isolated assets. Our portfolio companies don’t just coexist; they accelerate each other’s value creation.”