We invest in energy, infrastructure and industrial solutions at the cusp of commercial viability; the critical moment when a technology is proven and ready to scale from one customer to ten.
We’re a team of investors, operators, and technologists with 45+ years of experience and a track record of 70+ investments across energy, infrastructure, and industrial systems. We invest at critical inflection points, combining deep domain expertise with advanced digital tools including nonlinear optimization and AI to drive outsized returns.
Our deal flow is a referral flywheel built over decades. We don't wait for pitches. We cultivate proprietary access through:
Top-Tier Universities: Early signals from research-intensive hubs including RTP and Silicon Valley.
U.S. Government: Direct experience with ARPA-E and federal innovation agencies.
Corporate Partners: Deep ties to a large set of corporations and their CVCs.
VC Network: 10+ years investing alongside prominent VCs and PE firms, with consistent co-investment access.
Founder Ecosystem: Referral network built from 70+ portfolio companies, 1,000+ companies evaluated, and $2.2B+ deployed.
Market demand is validated before capital is deployed. As industry insiders, we pair breakthrough technology with the right customer, eliminating adoption risk and ensuring commercial viability from day one.
Large corporations and startups speak different languages and move at different speeds. We bridge that gap, having orchestrated 50+ partnerships that transformed early-stage solutions into enterprise-scale deployments.
We work closely with founders to strengthen their business models and chart the right path for scalable growth, while optimizing access to capital through the strategic use of equity, debt, grants, and alternative financing.
We invest exclusively in companies where we can actively drive progress toward three key value-creating milestones:
Demonstrated commercial traction with strong customer retention and expanding engagement
Proven unit economics with a clear path to profitability
A large, verifiable pipeline of qualified customers
These milestones position our portfolio companies as compelling opportunities for investment or acquisition by strategic buyers and private equity, creating optionality between continued growth funding and a high-value exit.
