Resilient
Systems
Capital
1990s: Climate Change
2030s: Resilience
The difference? Policy won’t drive demand—nature will.
Electrifying Transportation
Energy Efficiency
Solar + Wind
Scaling LI Battery Production
CCUS
Change:
Biofuels
Green Building Materials
Home Electrification 1.0
Smart Grid
Long-Duration Storage
Materials Circularity
Deploying BTM Storage
Industrial Decarbonization
Coastal Resilience
Resilience:
Wildfire Management
Grid Enhancement
Heating/Cooling
Clean Firm Generation
Detoxification/
Remediation
Thematic Thesis
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ENERGY SUPERABUNDANCE
Accelerating cheaper clean energy in more places, all the time. Higher energy consumption directly drives economic growth. Economic growth enables a better world.
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RESILIENT SYSTEMS
Resilient infrastructure pays back 6:1, and 12:1 after a 10-year delay. Hardier crop varieties cost $100M+ each. Wildfire losses are 2-4% of the US GDP. Build batteries in buildings, storage at the edge.
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PLANETARY AI
You can’t improve what you can’t measure. Better, cheaper, faster sensing technologies are the picks-and-shovels of future governance & resource utilization.
WHAT WE INVEST IN
FOUNDERS WITH GRIT, AUDACITY, AND INTEGRITY, BUILDING COMPANIES AROUND:
ENERGY SYSTEMS
Deliver reliable power through innovations in generation, storage, T&D, and security.
Efficiency, efficiency, efficiency for industrial manufacturing - to reduce waste and streamline processes.
INDUSTRIAL EFFICIENCY
INFRASTRUCTURE RESILIENCE
Software and hardware that earns a security premium for our infrastructure.
INTELLIGENT OPERATIONS
Automating consultants. Processing planetary datasets. Defensible decision-making.
BIO-INDUSTRIAL SOLUTIONS
Replace conventional inputs with efficient, biology-driven processes and materials.
DETOXIFICATION & RECOVERY
Remove toxins and transform waste streams into valuable, reusable inputs.
Team
General Partner
SUNDEEP AHUJA
IAN CAMPBELL
Principal