Leylineai
Mineral detection algorithm.
Yelen Group
We build,
what needs to be built.
The Yelen Group is the public name for the Yelen Network, a closed group of entrepreneurs and investors working together across multiple sectors.
As of 2026 the network has 37 established projects. The main focus is AI and primary industries, especially mining and agriculture.
Investment Thesis
On what endures.
We back things that are hard to copy and slow to go out of fashion.
Ownership over speculation
We'd rather own equity in real businesses than trade them. We like title to physical assets. We like board seats where we can be useful. Giving up easy liquidity in exchange for control and information is a fair trade.
Long horizons
Our planning horizon is measured in decades, not quarters. We expect disorder. Some of it we can see coming. Some of it we can't. The portfolios are built for both.
Alignment with operators
Every investment is a bet on the people running it. We back operators we've known across cycles. We add capital where our presence actually helps.
Asymmetric structures
When we can, we structure positions so the downside is capped and the upside isn't. Royalties, preferred equity, options on land and licenses, ownership of the infrastructure capital travels on.
Discretion as a tool
Not being noticed is useful. We protect that for ourselves and for the companies we back.
Vision
Where we want to be.
A small group of aligned people, with patient capital and the ability to actually operate, can do more than people tend to admit.
The next few decades will be a redistribution of who owns the foundations. The metals that make energy possible. The compute that makes intelligence possible. The land that holds both. Most participants will trade these things. We want to own them.
We're not chasing scale for its own sake. We're trying to put together, slowly, a set of holdings and relationships durable enough that whoever comes after us inherits something worth defending.
The network exists so that no member has to build alone, and so that decisions made privately stay consistent with what we'd say publicly.
Operations
What we work on.
Where the network operates, and the companies its members run.
The metals beneath the energy transition. The network is invested in producers, royalties, and the tools used to find what's worth pulling up. Positions cover copper, gold, uranium, and a few critical minerals. We prefer jurisdictions where the rule of law is older than the license.
Land that grows food, and the software that runs on it. The focus is scale and reliability rather than yield-of-the-month trends. Most positions are in primary producers and the systems that monitor them.
Plotscope
Farm plot quality and performance AI.
Physical, digital, and personal. The cost of being unprepared has risen faster than the cost of being prepared, and we expect that gap to widen. Holdings cover cybersecurity, defensive technology, and protective services for members and the assets under their care.
Wardstone
Civilian-level defense platform.
Buildings and the entities that hold them. Most positions are long-hold. The focus is on properties where the location matters more than the building, and on developments that will still be worth something fifty years from now.
Yelen Properties
Serbian luxury real estate agency.
The compute, the data, and the businesses built on top. Several members run AI-adjacent companies directly, and the network exists in part to allocate their excess deal flow. We're skeptical of hype cycles and picky about who in them deserves capital.
Fragment0
Data integration and custom analytics dashboards.
Studio Blanco
Marketing, design, and development agency.
About Us
A network, not a firm.
Yelen is a small group of operators and investors. We're not registered as an investment advisor. We don't solicit outside capital. We don't take clients.
The network came together over years of working with each other. Sometimes in companies we founded together. Sometimes across the table from each other. What binds it is a preference for durability, a skepticism of fashion, and a willingness to write the next check without needing to be asked twice.
Members join by invitation. The structure is deliberately opaque. The cap table is deliberately small. The cadence is deliberately slow.
If you're reading this and recognize yourself in it, we probably already know each other.
Contact
How to reach us.
contact@yelengroup.comWe answer at our own discretion. We don't accept unsolicited proposals.