Wide shot of a multiple, white, red-tipped wind turbines in action above a large body of water with a gentle, cloudy sky in the background

Accelerating the Transition to a More Sustainable Energy Future

80

Years of Cumulative Team Experience in Energy Transition

$1B

In Capital Commitments to Date

> 20

Energy Transition Investments

Our Active Portfolio Companies

Aclima

Roving and stationary sensors that measure air quality and emissions with block-by-block resolution
Visit Website

Focus

Air Quality & Emissions Monitoring

Headquarters

San Francisco, CA

Areas of Operations

United States

Year of Investment

2021

Logo of Anew, an energy transition portfolio company

Anew

Experienced developer and marketer of carbon offsets and credits
Visit Website

Focus

Carbon Emissions Reduction

Headquarters

Houston, Texas

Areas of Operations

United States and Canada

Year of Investment

2022

Cloverleaf Logo

Cloverleaf

Cloverleaf Infrastructure is a focused on developing clean-powered, ready-to-build sites for the largest electric loads in the U.S., including real estate acquisition, grid interconnection, onsite storage and generation and low-carbon energy supply.
Visit Website

Focus

Powered Land Development for Large Industrial Loads including Data Centers

Headquarters

Houston, TX and Seattle, WA

Areas of Operations

United States

Year of Investment

2024

CO280

Carbon negative project developer seeking to deploy cutting-edge, low-cost carbon capture technologies at scale
Visit Website

Focus

Carbon Emissions Removal

Headquarters

Vancouver, British Columbia, Canada

Areas of Operations

United States and Canada

Year of Investment

2023

Logo of Dandelion Energy, an energy transition portfolio company

Dandelion Energy

Helping homeowners transition to clean and sustainable geothermal heating and cooling
Visit Website

Focus

Electrified Heating and Cooling

Headquarters

Mount Kisco, New York

Areas of Operations

United States

Year of Investment

2022

Logo of Ev Realty, an energy transition portfolio company

EV Realty

Developing fast-charging sites for commercial EV fleets in grid-constrained urban cores
Visit Website

Focus

Fleet Charging Infrastructure Development

Headquarters

San Francisco, California

Areas of Operations

United States

Year of Investment

2022

Logo of Form Energy, an energy transition portfolio company

Form Energy

Novel, long-duration battery technology using abundantly available materials
Visit Website

Focus

Energy Storage

Headquarters

Somerville, Massachusetts

Areas of Operations

United States

Year of Investment

2020

Logo of Gridx, an energy transition portfolio company

GridX

Making it easy for utilities and their customers to budget clean energy choices in their electric bills
Visit Website

Focus

Utility Software-as-a-Service

Headquarters

Milpitas, California

Areas of Operations

North America

Year of Investment

2022

Infinitum

Leading developer of next generation electric motor technology producing highly efficient motors for a variety of applications
Visit Webssite

Focus

Next generation electric motor technology

Headquarters

Round Rock, Texas

Areas of Operations

United States

Year of Investment

2023

Logo of LevelTen Energy, an energy transition portfolio company

LevelTen Energy

Helping renewable energy buyers, sellers, advisors and financiers transact efficiently
Visit Website

Focus

Renewable Energy Software

Headquarters

Seattle, Washington

Areas of Operations

North America and Europe

Year of Investment

2021

Mill Industries

In-home composting service that turns food waste into chicken feed, reducing landfill waste and resultant methane emissions
Visit Website

Focus

Composting/Waste-to-Value

Headquarters

San Francisco, CA

Areas of Operations

United States

Year of Investment

2020

noveon magnetics logo

Noveon Magnetics

The only high-performance rare earth magnet manufacturer in the U.S.
Visit Website

Focus

Rare earth magnet manufacturing

Headquarters

San Marcos, TX

Areas of Operations

United States

Year of Investment

2023

Logo of Ojjo, an energy transition portfolio company

Ojjo

Developing innovative products to construct utility‐scale ground‐mount solar
Visit Website

Focus

Utility-scale Solar Infrastructure

Headquarters

San Rafael, California

Areas of Operations

United States

Year of Investment

2021

Logo of Orennia, an energy transition portfolio company

Orennia

Providing leading edge data collection and analytics for the North American energy transition sector
Visit Website

Focus

Energy Transition Technology, Information and Software

Headquarters

Calgary, Alberta, Canada

Areas of Operations

North America

Year of Investment

2021

Logo of Persefoni, an energy transition portfolio company

Persefoni

Climate disclosure and carbon management solution
Visit Website

Focus

Carbon Management Software

Headquarters

Mesa, Arizona

Areas of Operations

United States and Japan

Year of Investment

2021

PhysicsX

Deploying AI-enabled engineering software for advanced physics simulation to provide a better route to product and machine optimization, with a strong focus on applications impacting the climate transition
Visit Website

Focus

AI-Enabled Simulation Engineering

Headquarters

London, England, United Kingdom

Areas of Operations

North America and Europe

Year of Investment

2023

Rubicon Carbon

Market-based carbon products and solutions that deliver meaningful climate impact at-scale
Visit Website

Focus

Carbon Offset Market

Headquarters

Marina del Ray, CA; New York City, NY

Areas of Operations

Global

Year of Investment

2023

Logo of Segue, an energy transition portfolio company

Segue Sustainable Infrastructure

Principal investment firm providing early development capital to renewable energy infrastructure and projects
Visit Website

Focus

Solar and Energy Storage Development

Headquarters

San Francisco, California

Areas of Operations

North America

Year of Investment

2021

Summit Nanotech

Developing a novel direct lithium extraction technology to sustainably meet the needs of the battery metal supply chain
Visit Website

Focus

Direct Lithium Extraction

Headquarters

Calgary, Alberta, Canada

Areas of Operations

South America, North America, Europe

Year of Investment

2023

Logo of Via Seperations, an energy transition portfolio company

Via Separations

Eliminating energy waste in industrial filtration processes
Visit Website

Focus

Industrial Energy Efficiency

Headquarters

Watertown, Massachusetts

Areas of Operations

United States

Year of Investment

2021

Logo of Voltus, an energy transition portfolio company

Voltus

Platform to connect and monetize distributed energy resources in wholesale energy markets
Visit Website

Focus

Grid Software and Services

Headquarters

San Francisco, California

Areas of Operations

United States

Year of Investment

2020

Aclima

Roving and stationary sensors that measure air quality and emissions with block-by-block resolution

Focus

Air Quality & Emissions Monitoring

Headquarters

San Francisco, CA

Areas of Operations

United States

Year of Investment

2021

Visit Website

Anew

Experienced developer and marketer of carbon offsets and credits

Focus

Carbon Emissions Reduction

Headquarters

Houston, Texas

Areas of Operations

United States and Canada

Year of Investment

2022

Visit Website

Cloverleaf

Cloverleaf Infrastructure is a focused on developing clean-powered, ready-to-build sites for the largest electric loads in the U.S., including real estate acquisition, grid interconnection, onsite storage and generation and low-carbon energy supply.

Focus

Powered Land Development for Large Industrial Loads including Data Centers

Headquarters

Houston, TX and Seattle, WA

Areas of Operations

United States

Year of Investment

2024

Visit Website

CO280

Carbon negative project developer seeking to deploy cutting-edge, low-cost carbon capture technologies at scale

Focus

Carbon Emissions Removal

Headquarters

Vancouver, British Columbia, Canada

Areas of Operations

United States and Canada

Year of Investment

2023

Visit Website

Dandelion Energy

Helping homeowners transition to clean and sustainable geothermal heating and cooling

Focus

Electrified Heating and Cooling

Headquarters

Mount Kisco, New York

Areas of Operations

United States

Year of Investment

2022

Visit Website

EV Realty

Developing fast-charging sites for commercial EV fleets in grid-constrained urban cores

Focus

Fleet Charging Infrastructure Development

Headquarters

San Francisco, California

Areas of Operations

United States

Year of Investment

2022

Visit Website

Form Energy

Novel, long-duration battery technology using abundantly available materials

Focus

Energy Storage

Headquarters

Somerville, Massachusetts

Areas of Operations

United States

Year of Investment

2020

Visit Website

GridX

Making it easy for utilities and their customers to budget clean energy choices in their electric bills

Focus

Utility Software-as-a-Service

Headquarters

Milpitas, California

Areas of Operations

North America

Year of Investment

2022

Visit Website

Infinitum

Leading developer of next generation electric motor technology producing highly efficient motors for a variety of applications

Focus

Next generation electric motor technology

Headquarters

Round Rock, Texas

Areas of Operations

United States

Year of Investment

2023

Visit Webssite

LevelTen Energy

Helping renewable energy buyers, sellers, advisors and financiers transact efficiently

Focus

Renewable Energy Software

Headquarters

Seattle, Washington

Areas of Operations

North America and Europe

Year of Investment

2021

Visit Website

Mill Industries

In-home composting service that turns food waste into chicken feed, reducing landfill waste and resultant methane emissions

Focus

Composting/Waste-to-Value

Headquarters

San Francisco, CA

Areas of Operations

United States

Year of Investment

2020

Visit Website

Noveon Magnetics

The only high-performance rare earth magnet manufacturer in the U.S.

Focus

Rare earth magnet manufacturing

Headquarters

San Marcos, TX

Areas of Operations

United States

Year of Investment

2023

Visit Website

Ojjo

Developing innovative products to construct utility‐scale ground‐mount solar

Focus

Utility-scale Solar Infrastructure

Headquarters

San Rafael, California

Areas of Operations

United States

Year of Investment

2021

Visit Website

Orennia

Providing leading edge data collection and analytics for the North American energy transition sector

Focus

Energy Transition Technology, Information and Software

Headquarters

Calgary, Alberta, Canada

Areas of Operations

North America

Year of Investment

2021

Visit Website

Persefoni

Climate disclosure and carbon management solution

Focus

Carbon Management Software

Headquarters

Mesa, Arizona

Areas of Operations

United States and Japan

Year of Investment

2021

Visit Website

PhysicsX

Deploying AI-enabled engineering software for advanced physics simulation to provide a better route to product and machine optimization, with a strong focus on applications impacting the climate transition

Focus

AI-Enabled Simulation Engineering

Headquarters

London, England, United Kingdom

Areas of Operations

North America and Europe

Year of Investment

2023

Visit Website

Rubicon Carbon

Market-based carbon products and solutions that deliver meaningful climate impact at-scale

Focus

Carbon Offset Market

Headquarters

Marina del Ray, CA; New York City, NY

Areas of Operations

Global

Year of Investment

2023

Visit Website

Segue Sustainable Infrastructure

Principal investment firm providing early development capital to renewable energy infrastructure and projects

Focus

Solar and Energy Storage Development

Headquarters

San Francisco, California

Areas of Operations

North America

Year of Investment

2021

Visit Website

Summit Nanotech

Developing a novel direct lithium extraction technology to sustainably meet the needs of the battery metal supply chain

Focus

Direct Lithium Extraction

Headquarters

Calgary, Alberta, Canada

Areas of Operations

South America, North America, Europe

Year of Investment

2023

Visit Website

Via Separations

Eliminating energy waste in industrial filtration processes

Focus

Industrial Energy Efficiency

Headquarters

Watertown, Massachusetts

Areas of Operations

United States

Year of Investment

2021

Visit Website

Voltus

Platform to connect and monetize distributed energy resources in wholesale energy markets

Focus

Grid Software and Services

Headquarters

San Francisco, California

Areas of Operations

United States

Year of Investment

2020

Visit Website
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