Manifesto.
The physical systems we all depend on are being remade.
The energy that powers our economy. The factories that manufacture our goods. The infrastructure that moves people and materials across continents. The supply chains that connect production to consumption. The fabric of society itself, where more than half of humanity now lives, works, and builds its future. These are not abstract systems. They are the foundation of modern life and for most of history, we built them to last.
The problem is, they were built for a world that can no longer afford them.
The next decade will bring more change to these systems than the entire modern era that built them. Energy transition investment alone must average $5.6 trillion every year through 2030, and that is before you account for the industrial transformation, the reinvention of materials, and the AI remaking how all of it operates. The scale of what needs to be built, replaced, and reimagined is without precedent. Transformation at this scale rarely comes from within. It comes from founders unconstrained by the systems they are replacing.
Founders who understand that the greatest technological opportunity of our time is not abstract. It is physical. It is the energy grid being rewired end to end. The factory running on a fraction of its former footprint. The materials that make both possible. The billions of people whose prosperity, security, and resilience depend on getting this right.
These are hard problems, technically demanding, commercially complex, and at the center of the most significant economic transformation in human history. Building the companies that solve them takes more than a good idea. It takes founders with scientific depth, commercial tenacity, and the will to operate at the intersection of technology, industry, and policy across multiple continents.
was built to back those founders.
Not with capital alone. With specialist knowledge earned across decades of building and investing in these sectors. With operational experience scaling companies from first principles to global impact. With a transatlantic network of academics, corporate buyers, co-investors, and policymakers who open doors that capital alone cannot. And with the scale, €500m across Europe and North America, to back the best founders from first check through to the outcomes that matter.
We invest across energy, industry, materials, and the AI improving them all. We look for founders with the conviction to take on systems that have resisted change for decades and the drive to remake them from the ground up.
Our portfolio companies do not choose between financial performance and real-world impact. We expect both, and we back the founders who deliver.
