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 like offshore wind farms, utility-scale batteries, and transmission networks form the backbone of this transformation, the intelligence layer that orchestrates the new energy ecosystem is a critical enabler. 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 as we make the digital connections between devices, resources, and infrastructure on the grid. We need to generate and store much more low cost power, and we also need to create an intelligent, responsive system that optimizes everything from home thermostats to industrial processes. 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