We invest in and operate software companies that help facilitate the energy transition and optimize energy use around the world
The global transition away from fossil fuels represents one of the most significant investment opportunities of our generation. While large-scale infrastructure projects—offshore wind farms, utility-scale batteries, and transmission networks—form the backbone of this transformation, significant potential lies in the intelligent layer that will orchestrate this new energy ecosystem. Just as the telecommunications industry underwent a revolutionary digital transformation in the 1980s and 1990s, our electrical grid is now poised for a similar evolution. The future of energy isn't just about generating and storing clean power—it's also about creating an intelligent, responsive system that optimizes everything from distributed energy resources to demand management. Software and advanced analytics will be the key differentiators, enabling greater efficiency, reliability, and flexibility in our energy networks.
Some Investments
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Design, bidding, and dispatch optimization for grid-scale energy storage
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Software for modern HVAC and electrical contractors to streamline sales and to manage rebates
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Energy optimization and asset value maximization for commercial real estate portfolios