We back founders building great companies at the speed and scale necessary to avert climate tipping points. We look for founders who are:
Problem Solvers: You obsess over customer problems, not just the tech. Your goal is rapid, widespread adoption.
Relentless Builders: You thrive on creating products, closing deals, and cultivating high performing teams. You embrace the hustle.
Visionary Leaders: Your clear and compelling vision inspires others to join and make it a reality.
Adaptive Learners: You fail fast, learn quicker, and constantly push to build a world-class company.
We invest in and build companies that transform physical industries. We back solutions that solve acute problems for industrial customers and governments by being cheaper, better, and faster. Specifically, we look for companies that are:
Impactful: Demonstrable potential for significant, quantifiable GHG reduction and climate resilience within 20 years.
Feasible: Technology proven at TRL 3-4+ with a clear path to scalable, probable deployment and adoption driven by market pull.
Economic: Compelling unit economics, validated by robust techno-economic analysis, leveraging capital-efficient models and possessing global economic potential.
Formidable: Led by a committed team with the essential technical and commercial expertise.
We provide strategic and active partnership from the earliest stages of company formation, preferring to lead pre-seed and seed rounds. Our support is hands-on and focused on shortening market feedback cycles, ruthlessly prioritizing and delivering on milestones, and developing world class talent and organizations. We primarily invest in North American-based teams building companies with transformative technology and great execution.