Gemini focuses on investing in and enhancing the value of global advanced technology companies
who wish to have access to the Chinese market
What Do We Invest In?
We invest in late early-stage technology companies with a particular focus on Medical Devices as well as DeepTech.
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Medical Devices
Medical Aesthetics
Medical Robots
Telemedicine
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New Materials
Applicable to various user-scenarios
(e.g. dental, joints, consumer markets)
What Do We Look For?
We target companies:
Considering China expansion
Looking for commercial opportunities / R&D / manufacturing / procurement in China
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With a live product, demonstrable traction and revenue
Ideally a proven technology early in its adoption curve
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With a large TAM and a path to adoption at scale
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With a defensive “moat”
Protected IP, distribution exclusivity -
not just cheaper or faster
Where?
Across the portfolio we will aim for 70-80% of investees having a China presence (if not already in China) within a reasonable timeframe of investment
In terms of origination:
Israeli-sourced technology: 45%
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Europe: 40%
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China: 15%
Why Now?
Our investment thesis aligns with China's
“In China, For China” policy
Public hospitals are encouraged to reduce the procurement of imported medical devices from
90% in 2021 to 30% in 2025, and 5% in 2030
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Western companies are adapting to a “localization” strategy (e.g. companies forming a JV in Shanghai)
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Small-to-medium-sized Western companies
want help with their “localization”
