We back founders working on the hardest physical problems in the energy system. No software wrappers. No incremental efficiency. The physics has to work.
Multi-Day Iron-Air Battery Storage
Form Energy is building multi-day iron-air battery storage systems — iron and air as the active materials, designed for 100-hour discharge at grid scale. The chemistry is materials-abundant and cost-competitive against gas peakers over decadal asset life.
Enhanced Geothermal Systems
Fervo applies horizontal drilling and fiber optic sensing from the oil-and-gas industry to enhanced geothermal — delivering firm, dispatchable power from deep heat sources anywhere the geology permits.
Distribution-Grid Sensing & Analytics
Gridware deploys sensor hardware on distribution-grid poles to deliver real-time monitoring and analytics — identifying fault risk before outages and reducing utility response time from hours to minutes.
Bio-Oil Carbon Removal
Charm converts waste biomass into bio-oil via fast pyrolysis, then injects it underground as a permanent carbon removal pathway. The process is CO2-negative at the system boundary and near-term deployable at existing well infrastructure.
Direct-Air-Capture via Mineralization
Heirloom uses enhanced rock weathering and active mineralization to capture CO2 from the atmosphere. The approach requires no proprietary solvents and leverages abundant calcium feedstock.
Passive Direct Air Capture
Spiritus is developing a passive sorbent-based direct air capture system designed for low-cost, distributed deployment — absorbing CO2 without the energy penalty of active fans or thermal swing processes.
Thermal Battery Industrial Heat
Antora stores renewable electricity as heat in blocks of carbon, then delivers that heat — at temperatures up to 1500°C — directly to industrial processes. The system displaces combustion in steel, glass, chemicals, and cement.
Low-Carbon Electrochemical Cement
Sublime replaces the high-temperature calcination step in Portland cement production with an electrochemical process powered by clean electricity — eliminating the process emissions that make cement responsible for ~8% of global CO2.
We evaluate pitches from founders at pre-seed through Series A. Email a brief overview to [email protected] or find us at the address below.
Contact the Team