We believe in energy
The world faces an immediate and critical energy trilemma. Energy demand will grow 18% by 2050. Energy transition is accellerating as global temperatures and weather events escalate. AI, geopolitics and the dynamics of the energy transition are deepening energy security pressures. We must rapidly grow energy generation, storage, efficiency and grid technologies. We believe in an 'all of the above' energy strategy and in AI as a key part of the solution.
We believe in AI
The AI era is here. And it needs energy. An AI query consumes 10x the amount of energy of an internet query. By 2030, data centers will consume nearly 10% of US power – and a single data center for AI will consume up the energy of 800,000 homes. By 2026, data centers globally will consume the same amount of electricity as Japan. We believe AI will touch all parts of our economy, but there is no AI without massive growth in energy and electrification. This is the biggest investment opportunity of our lifetime.
We believe in the world
We invest in North America and Europe, looking for technologies that can achieve global adoption and impact. We have bases in the US, UK and Switzerland, that support our investment strategy and portfolio. And you'll find us on a plane or train a lot. Our team carries many passports, speaks multiple languages and brings global experience to help you scale throughout the world. We look for the best companies with the best potential across our markets.
We believe in founders
We’ve sat in your seat and we know how hard it can be to build a global company. We’ve founded a tech company, scaled it globally and acquired two other companies. We’ve sold into enterprises around the world and raised money from big names VCs on three continents. We’ve had successes, failures and everything in between. We believe founders need experienced operators in their corner.
We believe we can help
Want an investor to write a check and go away? That’s not us. We like to roll-up our sleeves and help you maximize your chance of global success. We strive to be your first phone call, amid highs and lows. Because we’ve been there ourselves. Product. Operations. Sales. Marketing. Fundraising. Global Expansion. You name it, we’ll answer the call.
We believe in excellence
We strive for excellence in everything we do. We look for exceptional entreprenuers building exxceptional companies. We aim to deliver best-in-class returns to our investors and real value to our portfolio companies. We've been exited founders, elite athletes and elected politicians. We work hard and aim to be 1% better every day. And we look for companies to back with excellence in their DNA.
We believe in diversity
We don’t just talk about diversity. We live it. We’re a diverse partnership and a diverse team. We strive to back diverse founders and teams because we know that diversity increases returns and the chances of success. But, we never compromise on excellence. Because excellence is in our DNA.
