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Companies: Making the impossible
possible
We’ve built over $1 trillion of value –
Founders prefer us
over other funds
Early
M&A: John Deere
Changing agriculture with intelligent machinery
Blue River Technology
Investment Thesis
Milestone
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Early
Limitless clean fusion energy
Commonwealth Fusion Systems (CFS)
Investment Thesis
A rare opportunity that could solve one of humanity’s biggest problems (clean, abundant power) while also offering huge upside.
Milestone
World’s strongest HTS fusion magnet (20 tesla) for SPARC
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Early
Cell-free biomanufacturing platform
Enzymit
Investment Thesis
Reinventing specialty chemical manufacturing with cell-free biochemistry and computational enzyme design—making complex molecules accessible, affordable, and sustainable
Milestone
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Seed
Low CO₂ cement cheaper than regular
Fortera
Investment Thesis
Milestone
Produces cement with 70% lower CO2 emissions
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Seed
High-capacity urban mass transit
Glydways
Investment Thesis
Building a radically more affordable and scalable transportation platform—backed by proprietary IP and technology that outperforms cars, ride-hailing, and rail.
Milestone
90% less cost to build than other modes of transit
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Seed
Low-emission steel cheaper than coal-based steel
Hertha Metals
Investment Thesis
Decarbonizing one of the world’s largest industrial emitters by enabling net-zero steel production that leverages existing infrastructure without a green premium.
Milestone
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Early
Transforming pollution into sustainable fuels
LanzaTech
Investment Thesis
Milestone
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Early
Local power generation for a zero-carbon future
Mainspring Energy
Investment Thesis
Milestone
World's First Generator to Run Both Hydrogen and Ammonia Fuels
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Early
Software-first, vertically integrated minerals company
Mariana Minerals
Investment Thesis
Reinforcement-learning platform cutting development time and costs in mineral and chemical manufacturing, starting with Direct Lithium Extraction.
Milestone
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Early
Extracting heat from superhot rocks
Mazama
Investment Thesis
SuperHot Rock geothermal unlocking abundant, carbon-free baseload energy—powering the next era of global decarbonization
Milestone
Created world’s hottest Enhanced Geothermal System (EGS) at 629 °F (331 °C).
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Seed
NYSE: QS
Solid state lithium batteries
QuantumScape
Investment Thesis
Milestone
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Seed
Compact, scalable, modular fusion
Realta Fusion
Investment Thesis
Betting on a world-class team taking a practical, capital-efficient approach to fusion by applying recent advances in HTS magnets and plasma stability to the magnetic mirror
Milestone
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Early
Energy storage solution
Redoxblox
Investment Thesis
Redox-based platform uniting industrial heat and long-duration storage for low-cost, high-temperature decarbonization.
Milestone
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Early
Improving critical resource development with advanced intelligent systems
Terra AI
Investment Thesis
Advanced subsurface modeling platform tackling core bottlenecks across climatetech applications
Milestone
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