Built to win

We invest from pre-seed to Series A in scaling renewable energy and market-driven removals, reinventing resource-intensive industries, and enabling adaptation and resilience. Our portfolio companies innovate where incumbents have stalled progress and where clean technology wins because it’s cheaper, more reliable, and improves with scale.

AI for engineering design workflows

east

Carbon-free baseload power systems

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AI for HVAC, plumbing, and electrical contractors

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Cocoon Logo

Low-carbon cement from steel byproducts

east
Commonwealth Fusion Systems

Commercial tokamak fusion power systems

east

Electrochemical carbon-to-chemicals production

east
Estes Energy

US-based battery manufacturing

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Low-cost, low-carbon geologic hydrogen

east

Multi-day energy storage systems

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Power electronics for the 21st-century grid

east
HomeBoost Company Logo

DIY residential energy optimization

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Electricity as an embedded product layer

east
Mill Company Logo

Food waste prevention systems

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Harnessing ocean energy

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Livestock vaccines for productivity and methane reduction

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Portable microreactors to replace diesel generators

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Next-generation American copper mill

east

General robotics for real-world deployment

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Skouria

Precise, low-impact copper mining

east

Solcoa

US-based carbon-zero rare earth production

east
Terradot logo

Advancing enhanced rock weathering

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Biochar infrastructure for carbon removal

east
Thalo Labs Company Logo

On-site sensors and AI for HVAC operations

east

AI transaction layer for energy infrastructure

east
XCIMER

Commercial inertial fusion power systems

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