A firm built around a category-level thesis, and the founder who developed it.
The Interest Alliance was founded to pursue a specific class of long-duration institutional ownership. This page describes the firm and the person behind it.
The Firm.
The Interest Alliance is a private investment firm focused on long-duration institutional ownership of strategic technology assets — with particular attention to the operational data and AI infrastructure layer.
Why the firm exists.
Certain technology assets share investment characteristics — extended horizons, capital-intensive architectural transformation, strategic significance exceeding their financial scale — that the standard ownership structures accommodate imperfectly. Public-equity ownership rewards quarterly predictability over decade-long transformation. Traditional private equity imposes a fund-level exit deadline that operates on the asset throughout the holding period. Neither structure is well matched to what a narrow class of long-duration strategic technology assets actually requires.
The Interest Alliance was founded to develop and apply the structural alternative — permanent capital, held on horizons calibrated at the asset level rather than at the vehicle level, governed through independent fiduciary boards that separate capital from operational authority. The thesis is category-level and articulated in detail in the firm's thesis and approach.
How the firm operates.
The Interest Alliance engages as a coordinating investor and permanent-capital sponsor. We work in partnership with long-horizon institutional co-investors whose capital horizons match the assets under consideration. We do not operate a closed-end fund; capital is deployed on decade-plus horizons calibrated to the underlying investment. Portfolio governance is delivered through independent boards with substantive fiduciary independence, structured to hold the boundary between investor authority and management authority over long time frames.
The firm is deliberate about what it does not do. We do not pursue assets outside the category. We do not use leverage as a mechanism for return enhancement. We do not maintain the sponsor-style operational engagement that characterises conventional private-equity ownership. And we do not accommodate capital whose horizon does not match the horizon of the underlying asset.
Reach and register.
The firm operates across Europe, the Middle East, and Africa, with U.S. presence in development. Our register is institutional and structural: restrained, considered, unshowy. We engage with partners, prospective co-investors, management teams, and advisors on the intellectual substance of the thesis and on the governance architecture that supports it. First conversations are exploratory and category-level; specific engagements proceed through the appropriate institutional channels at the appropriate stage.
The Founder.
Mohammed Shams Addin is Founder and Managing Partner of The Interest Alliance.
Professional background.
Mohammed brings over a decade of professional experience across finance and technology, spanning three continents. He has held roles as founder, portfolio manager, and consultant, working with capital allocators, technology operators, and institutional counterparties across the Middle East, Africa, and Europe. His work has moved between the two disciplines throughout his career — bringing the analytical rigour of institutional investing to technology companies, and the operator's understanding of technology to the questions institutional investors face.
Perspective.
The thesis behind The Interest Alliance is drawn from that combined perspective. Working across the Middle East, Africa, and Europe over more than a decade has meant working under a wider set of capital structures, regulatory regimes, and ownership arrangements than any single geography would present. It has also meant seeing, at close range, how much the structural choices made about ownership determine what an asset can become — and how frequently the choices standard in one geography are misapplied to assets whose characteristics require something different.
The Interest Alliance is the institutional expression of that observation. The firm is not designed to replicate any specific model that already exists; it is designed to be the structural alternative appropriate to a class of asset that the existing models fit poorly. The firm operates without a single geographic tie because the intellectual position is cross-regional; the counterparties, the assets, and the capital the firm engages with are distributed across jurisdictions, and the firm's structure is calibrated to that reality.
Approach to engagement.
Mohammed's posture in conversations reflects the firm's posture: category-level first, transaction-level only when appropriate, always through the disciplined process that institutional engagement requires. He welcomes exploratory conversations with partners who share the intellectual orientation of the firm — regardless of whether a specific transaction is on the near horizon.
Where to go next.
The intellectual position at length
The category-level argument on the operational data layer of the AI application stack, and on the ownership structures appropriate to it.
The governance architecture
The five commitments that organise the ownership structure, and the operational discipline that makes them real in practice.
Begin a conversation
First conversations are exploratory and category-level. Inquiries from institutional counterparties and prospective co-investors are welcome.