Backing founders transforming how the world is
built, powered, and moved - since 2007.

~20 Years
Experience
5
Funds raised
9 IPOs
Track record
$800M+
AUM
33
Corporate LP partners
ABB
AEP
Alaska Airlines
APS
Audi
Avista
Bridgestone
Chubu Electric
CLP
CNH Industrial
Dominion Energy
Duke Energy
ENEOS
Evergy
Geotab
Hitachi Energy
Idaho Power
NorthWestern Energy
ONEOK
Origin Energy
Oshkosh
PPL
Puget Sound Energy
State Farm
TenneT
Tokyo Gas
Trane Technologies
Vistra
Volkswagen
Xylem
Where we invest

The industries that run the physical world are being rebuilt.

We back founders building AI-native software and hardware companies in the industries that together make up more than half of global GDP.

Energy

AI

Reindustrialization & Robotics

Mobility

Cybersecurity