Sectors
We spend 100% of our time focused on sectors that matter, continue to build our expertise, and constantly evolve our independent views of the market.
We invest in growth-stage companies that accelerate the energy transition.
An economic transformation is underway in the global economy. We use our experience to invest in, help shape, and accelerate the energy transition.
We spend 100% of our time focused on sectors that matter, continue to build our expertise, and constantly evolve our independent views of the market.
We focus on growth-stage companies and support entrepreneurs to achieve scale.
We understand the role of technology, product, and business model innovation in building market-leading companies.
We recognize long-term secular trends.
Our investments accelerate the energy transition.
We provide our stakeholders with great outcomes.
FLO is a leading North American EV charging network operator and developer of smart charging equipment and software.
Electric vehicle adoption is growing rapidly and will likely reach over 40% of vehicle sales in North America by 2030. This growth will need the support of charging networks.
FLO’s rugged hardware and vertically integrated network offers one of the most reliable charging solutions for public, commercial, and residential customers.
FLO is accelerating the energy transition by reducing customer range anxiety and championing electric mobility.
Sense is an AI-enabled home energy intelligence platform that provides a live view of appliance-level energy consumption in the home.
As homes are increasingly electrified, demand for real-time awareness of home energy behaviour grows amongst consumers and utilities due to their increasing focus on demand-side grid management.
Sense’s home energy monitor and software, built directly into smart meters and electrical panels, enables the most granular view of real-time power consumption down to the appliance.
Sense enables the reduction of home energy consumption and associated power-related greenhouse gas emissions through its monitoring capabilities.
XNRGY designs and manufactures energy-efficient climate solutions for mission critical industries and institutions.
Incumbents in the HVAC industry have been slow to innovate, creating strong demand for sustainable and high-performing solutions in energy-intensive, mission-critical sectors such as data centers, hospitals, and education & life science cleanrooms.
XNRGY offers a portfolio of highly modular, energy-efficient, customer HVAC equipment for both retrofit and new build markets.
XNRGY is enabling the reduction of energy consumption, combatting the 20% contribution of global greenhouse emissions from commercial building cooling systems.
Opus One Solutions is an end-to-end distributed energy resources management solution and grid digitization platform. It was acquired by GE Digital in 2021.
Utilities face increasing grid management challenges with the growth of distributed energy assets, which creates an acute need for new planning, monitoring tools, and real-time energy management.
Opus One uses its energy network analysis software platform, GridOS, to help utilities optimize energy planning, operations, and power market management.
Opus One’s technology helps accelerate the decarbonization of power and improves the reliability of the grid by enabling easier integration of distributed energy resources.
Palmetto is a software-enabled solar sales, installation, and financing platform for residential customers.
Residential solar is a rapidly growing market with relatively low penetration in the US. Despite its cost-saving potential, penetration of rooftop solar remains in the low single-digit percentages.
Palmetto uses software and business model innovation to reduce soft costs, such as customer acquisition, permitting, and financing and increases access for residential customers.
By lowering the cost of installed solar for customers, Palmetto is accelerating the adoption of carbon-free, distributed energy.
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