The Foundation of the New Age of Electricity

We invest in growth-stage companies powering the future of firm energy and grid modernization. Our focus is on the critical supply chain: the advanced components and enabling technologies that support fusion energy, electrification, and industrial transformation.

Why we see an opportunity

$150 trillion in clean energy investment is needed by 2050.

Electricity demand is accelerating globally, driven by AI data centers, industrial electrification, and grid modernization.

There is significant opportunity for capital to invest in future of electricity demand at attractive entry points.

Meeting this demand requires new sources of reliable, efficient power and the advanced systems and components that enable them.

Investing in the supply chain captures stability and cash flow from established markets while positioning for upside in emerging power generation and grid technologies.

Where we invest

Growth Equity
Capital

Supply chain companies developing critical components and enabling technologies that power the electrification and fusion ecosystem.

These companies deliver IP-protected solutions vital to grid modernization and firm power, supporting industrial, defense, and medical systems today with strong upside as next generation energy markets mature.

Late-Stage
Development

Growth-stage companies with clear paths to revenue and differentiated, scalable technologies driving the energy transition.

We invest in innovators with proprietary solutions, high-margin growth potential, and exposure to transformative opportunities across fusion, electrification, and industrial applications.

Select Primary
Fusion Companies

Special opportunities in fusion generation companies designing or building commercial-scale power plant systems.

We target businesses with a compelling technical approach, viable business model, and the potential to accelerate the commercialization of fusion energy.

How we evaluate investments

Outstanding Growth Potential

Companies at revenue inflection points with established sales and a clear path to sustainable cash flow.

Critical Technology

Differentiated, IP-protected, and disruptive technologies positioned for near-term commercial deployment.

Partnering to Create Value

Close collaboration with management teams to scale production, accelerate go-to-market strategies, and leverage deep expertise across science, technology, and regulation.

Attractive Company Attributes

Scalable economics, innovative products, proven leadership, and large addressable markets with cross-sector applications.