Manifesto
For two hundred years, the world ran on molecules turning into heat, motion and electricity.
The next hundred will run on electrons — and on turning electrons into intelligence.
Artificial intelligence is changing how we produce, move, store and use electricity. At the same time, electricity is powering the intelligence that will transform industry, infrastructure and everyday life. Each makes the other more valuable, and together they are driving the Fifth Industrial Revolution.
Industrial revolutions do not unfold in straight lines, and they do not distribute their rewards evenly. New companies emerge. Old business models disappear. Capital moves at enormous speed from yesterday’s winners to what people think will be tomorrow’s.
We sit where it begins: where energy meets intelligence, and where both meet the capital to bring them to life. We build alongside the founders. We connect them to those who own the grid. And we invest in what we help create.
We believe the future is being built today, by the few who can see it.
What we do
Investment
We put capital and conviction behind the platforms building the new energy & compute economy.
- Investment platforms
- Proprietary origination
- Roll-ups
Advice
We structure and execute the transactions that move the transition forward.
- M&A
- Strategic capital raising
- Debt advisory
- Infrastructure financing
- Recap & special situations
Network
We convene the founders, investors and policymakers who set the agenda.
- Insights Council
- Redefining Energy podcast
- Energy Transition Forum