I spent fifteen years as a journalist covering geopolitics for the BBC, NBC, Channel 4 News and Al Jazeera English, with a primary focus on the Middle East and the Gulf. That work provided direct, primary-source access to the governments, policymakers and sovereign actors whose decisions now shape how AI companies scale, operate and exit.

Over that time, I watched states move from passive observers of technology markets to active participants in them: through sovereign wealth investment, national security policy, and the fragmentation of global technology systems. When I looked at how investors were assessing AI companies in this new environment, the same blind spot kept appearing.

Legal advisers checked compliance. Commercial diligence modelled markets. Geopolitical advisory remained too broad.

What was missing was a translation of sovereign dynamics into capital impact: how state action reaches ownership, growth and exit, which buyers are structurally excluded, and where exit options narrow before a deal begins.

I built the four dimensions to turn what I knew about state decision-making into something investors can use: who can buy the asset, what the state can do to it, and how that exposure is moving.

Vantalys was built to close that gap, and to surface sovereign exposure before the market prices it.

Vantalys is a practice of one. Every assessment is researched and written by me, and every score and finding is mine.

Hyder Abbasi

Founder & Principal

About Vantalys