Eileen’s Carbon Emissions Deep Dive

Eileen’s Carbon Emissions Deep Dive

Energize runs our investment process by focusing on deep dives. We engage our broader network (many of which are LPs) to figure out what problems that they are trying to solve, and the location & scale of the budgets available to solve those problems. We use these unique insights to then identify and map market …

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Cybersecurity Back-to-Back: Energize leads $30M Series B into Finite State

Cybersecurity Back-to-Back: Energize leads $30M Series B into Finite State

Earlier today I covered how Nozomi Networks raised a $100M pre-IPO round. As I wrote, that investment was an accumulation of years of market monitoring and research. Well, today Energize Ventures also announced our latest cybersecurity investment: we led the $30M Series B into Finite State. And like with Nozomi, our investment into Finite State …

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Nozomi Networks goes big, raises $100M

Nozomi Networks goes big, raises $100M

During my final stint at KPCB back in 2012 I was researching the OT cybersecurity space. I met with approx. 10 companies and the clear leader back then was Waterfall Security. I loved the concept: bring world class cybersecurity techniques to critical infrastructure. The only issue was that our critical infrastructure firms were still in …

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Electric Vehicles & The Infrastructure Bill

Electric Vehicles & The Infrastructure Bill

The Biden administration has been vocal in it’s intent to advance an infrastructure bill that will help improve America’s critical infrastructure. The size and scope of the bill has varied dramatically over the past 6 months. Earlier this week, a bill with bipartisan support finally emerged. The chart below shows the sector-specific capital allocations within …

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Misleading ESG Ratings

Misleading ESG Ratings

On the surface, ESG-related investing should be immune to attack. The promise of delivering financial and ESG-positive returns are the holy grail to an institutional investor. And yet, the ESG space isn’t exactly squeaky clean. The public market equities screening for “ESG-positive” firms is particularly terrible. Why? The ability to track and quantify a corporations …

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Climate Tech Fundraising Environment

Climate Tech Fundraising Environment

I don’t fully associate Energize’s focus as “climate tech” but there is certainly overlap in our interests and the theme. Two charts came across my thread this morning that show just how much interest there now is in climate tech/sustainability… First, is a chart from Sonam Velani that shows that deal flow into climate tech …

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Home Base & Knowledge Sharing

Home Base & Knowledge Sharing

2020 forced decentralization upon the workforce. At Energize we handled that by revamping our process and focusing on over-communication. This year is a little different. Since ~March we have been back in the office 3-4 days per week. The balance of home/office work feels good. One of the benefits that is hard to overcome in …

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Fast Radius merger with ECP Environmental Growth Opportunities Corp. at a post-transaction Equity Value of $1.4 billion

Fast Radius merger with ECP Environmental Growth Opportunities Corp. at a post-transaction Equity Value of $1.4 billion

Exciting update from the Energize portfolio today. Please see our blog post here, and copied below. (also coverage in the WSJ and the company’s own blog post). Kudos to Lou, Pat, and the entire Fast Radius team for their continued progress. — Fast Radius, the leading provider of cloud manufacturing solutions and an Energize portfolio …

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Vacations…

Vacations…

I would venture that ~80% of the people I engage with over email on a weekly basis are also readers here. So, if I am slightly slower in responding the next 2 weeks, it is because I am out on vacation with my family. Need time to recharge… and am aiming to cap work at …

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