We reinvent our foundational industries for the future
Today, we have a once-in-a-generation opportunity to reinvent our society to be sustainable and efficient. We invest in the world’s foundational industries, which touch billions of people and are worth trillions of dollars.
We invest in companies from Late Seed to Series B with transformational innovations and rapid growth trajectories that position them to be the category-winners of the future. We are technology-agnostic, and invest across software, hardware, blockchain, edge networks and AI, as well as agtech innovations such as hydroponics, aquaculture and biomimicry, but look for unique and defensible innovations, typically selling in B2B markets to enterprise customers, that transform a major part of one of our three sectors:
Food Systems
Our food supply is under intense pressure from inflation, population growth and geopolitics. At the same time, food production is one of the largest contributors to carbon emissions, environmental destruction is increasing and human nutrition is declining. We invest in technology companies that transform our global food system to be sustainable, secure and healthy.
Sustainable Energy
We must reinvent our energy sources to be sustainable, efficient and reliable in the face of growing climate and cost pressures. At the same time, we now consume more power and data than at any time in history, in every corner of the world, and our traditional grid cannot keep up. We invest in technologies that reinvent energy provision and consumption to be renewable and reliable.
Smart Infrastructure
Much of our industrial infrastructure remains aging and analog. We must reinvent our global digital and physical infrastructure to be digital, data driven and scalable to transform how we produce goods, consume information and manage supply chains. We invest in smart infrastructure that leverages edge networks, IoT, blockchain, hardware and software to reinvent the future.