The intellectual position
The category-level argument on the operational data layer of the AI application stack — and the ownership it requires.
Read the thesis
About
A firm built around a single conviction.
The Interest Alliance exists to hold what others cannot: strategic technology assets whose value takes a decade to realise.
The Firm
How we operate
The Interest Alliance is a coordinating investor and permanent-capital sponsor, working with long-horizon institutional co-investors whose capital matches the assets under consideration.
We do not operate a closed-end fund. Capital is deployed on decade-plus horizons calibrated to each investment, and portfolio governance is delivered through independent fiduciary boards structured to hold the boundary between investor authority and management authority over long timeframes. The full argument for this model is set out in our thesis; its mechanics, in our approach.
The firm is equally defined by what it declines. We do not pursue assets outside our category, use leverage to enhance returns, maintain sponsor-style operational involvement, or accept capital whose horizon does not match the asset's.
We operate across Europe, the Middle East, and Africa, with a U.S. presence in development. Engagement is institutional in register: first conversations are exploratory and category-level; specific engagements proceed through the appropriate channels at the appropriate stage.
The firm is defined by what it excludes as clearly as by what it pursues. A narrow thesis, held with discipline, is the substance.
The Founder
Mohammed Shams Addin
Founder and Managing Partner
Mohammed brings more than a decade of experience across finance and technology, spanning three continents. He has worked as a founder, portfolio manager, and consultant with capital allocators, technology operators, and institutional counterparties across the Middle East, Africa, and Europe — bringing the analytical rigour of institutional investing to technology companies, and an operator's understanding of technology to institutional investors.
The firm's thesis is drawn from that dual perspective. Working across multiple regions means working under a wider range of capital structures, regulatory regimes, and ownership arrangements than any single geography presents — and seeing, at close range, how much the structural choices made about ownership determine what an asset can become. The Interest Alliance is the institutional expression of that observation. It operates without a single geographic tie because the position is cross-regional by design.
Mohammed welcomes exploratory conversations with partners who share the firm's intellectual orientation, whether or not a specific transaction is on the near horizon.
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Where to go next
The governance architecture
Five commitments that organise the ownership structure, and the mechanisms that make them real in practice.
Read the approachBegin a conversation
Inquiries from institutional counterparties and prospective co-investors are welcome. First conversations are exploratory.
Contact the firm