We invest in the Intelligence Layer of the physical world — backing the software and AI infrastructure that drives efficiency, decarbonization, and resiliency in massive industrial sectors.
We invest primarily in the U.S. and Canada, and internationally when a company is ready to expand into the U.S.
We believe software and AI capabilities that optimize, decarbonize, and scale the physical foundations of the digital economy also maximize financial outcomes.
WE INVEST IN
Energy
AI-driven solutions that support renewable energy and grid modernization, including grid enhancing technologies (GETs), renewable planning and integration software, and energy management systems. These technologies unlock stranded infrastructure capacity, accelerate clean energy deployment, and enable the speed to power critical for scaling digital services.
WE INVEST IN
Efficient Computing
Specialized software architecture and developer tools that dramatically reduce total cost and energy required for AI workloads while improving performance across training, inference, and data storage.
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Industrials
Digital technologies that drive resource efficiency and decarbonization across manufacturing, food and agriculture, water, data centers, and supply chains. These technologies deliver ROI through reduced energy consumption, optimized asset performance, and enhanced operational metrics.
WE INVEST IN
Climate Intelligence
Digital tools that reduce risk and build resiliency for people and organizations. These tools enable users to protect asset values, adapt to environmental challenges, protect against the loss of life and livelihoods, and optimize operations.
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Digital Food Tech and Ag Tech to drive sustainable practices that improve the resiliency of our food supply while reducing the sector's environmental impact.
By supporting digital technologies for regenerative agriculture, soil health, resource-efficient and climate-smart farming, precision agriculture, or farm management software we foster a food system that nourishes people and protects the planet. We don’t invest in farms or manufacturing.
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Mobility to accelerate the transition to cleaner, more efficient transportation solutions that reduce emissions and improve air quality.
By backing digital technologies accelerating the electric vehicles industry, fleet management, and EV charging software , we aim to create accessible, low-carbon transit options that benefit both people and businesses. We don’t invest in EV OEMs, charging infrastructure, or fuels.
WE INVEST IN
Circular Economy to reduce waste and resource depletion by optimizing product lifecycle management, promoting sustainable production, and improving consumption cycles.
By supporting digital technologies in recycling, reuse, upcycling, and sustainable materials and design, we enable a shift toward systems that extend product life and minimize climate impact. We don’t invest in recycling facilities or new chemistries or materials.
