Every moment counts. We target solutions to address the most impactful yet overlooked interventions to climate change with relentless focus on market adoption, including methane, nitrous oxide, and F-gases.
Technology has the highest potential to change behaviors and disrupt physical industries. We champion breakthroughs in materials science, chemistry, biotechnology, and robotics that fundamentally create new cost and adoption paradigms, transforming what were prohibitively expensive interventions to climate change into an obvious business case.
We focus on near-term, acute problems faced by industrial emitters, consumers and governments, rather than “build-it-and-they-will-come” solutions. We develop market-informed theses on what is most valued by customers, and only invest in innovations with clear, undeniable demand to ensure innovations are not just novel, but needed.
We emphasize the time-value of climate and company scaling. We seek companies with time-to-market and impact achievable within 3-5 years. We believe that short feedback cycles, early revenue, and swift reductions have compounding positive effects.
We stay geographically close to our founders in North America to provide hands-on, deeply engaged support. While our roots are local, we look to back solutions designed for global reach, applicable and cost effective across both developed and emerging economies.
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.
