Necessity is the Thesis.

Eat, heal, move, power, supply: the five Necessities society cannot do without. COVID revealed which industries had to keep running when everything else stopped. Now AI is rebuilding them, across four developed APAC markets.

  • Eat
  • Heal
  • Move
  • Power
  • Supply
19,416 Companies in the four-market dataset.

Source: hmm Ventures four-market classified dataset · 19,416 companies.

The four-market universe holds 19,416 companies. The regulation filter cuts it to 6,505 that either need a licence to operate or are compelled to comply. 2,625 of those are seed-stage and in the five Necessities, distributed across Australia, Japan, New Zealand and Singapore. From that cohort, hmm backs around 25 companies at pre-seed and seed.

See the five Necessities → See the research →

If you allocate capital

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A short note on the office, the mandate, and what you have read.

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If you build what people need

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Heal, power, move, supply, eat. Read the doctrine before sending a deck.

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