We are thesis-driven investors, leveraging our network and experience within the energy value chain to develop points of view on sub-sectors, technologies and end markets experiencing disruption, transition and mismatches in supply / demand for capital
Target Markets
Renewables Growth & Grid Transformation
Renewables Growth & Grid Transformation
Renewables Growth & Grid Transformation
Corporate Sustainability
Renewables Growth & Grid Transformation
Renewables Growth & Grid Transformation
Why These Markets
Exposed to broad climate and decarbonization capital investment and customer demand, but generally more “mature” market structures
General rules of the road exist, sales motions and commercial ecosystems established, margins and corporate profitability better understood relative to other climate and decarbonization sub-sectors
High prevalence of mission critical products and services, recurring / predictable revenue business models and large enterprise customers
Economically competitive products and services without subsidies
Markets with significant number of analog processes and procedures to be disrupted through technology
High prevalence of “technical” businesses that require energy / industrial expertise and knowledge of asset value chain
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