Boardman Bay Capital Management

Boardman Bay Capital Management provides investment management focused on public and private technology companies. The firm uses deep fundamental research and proprietary networks to identify transformative tech innovations. Its funds include the Digital Transformation Fund with a long/short strategy and the Optical Opportunities Fund. Since 2015, the firm has invested in growth-stage technology companies through venture LPs and is launching the Private Opportunities Fund to expand its hard-technology focus. Key areas include generative AI, co-packaged optics, and datacenter infrastructure.