Pragmatism executed at speed better than perfection delivered too late

Pragmatism executed at speed better than perfection delivered too late

Last week I was fortunate to be part of the Morgan Stanley Sustainable Finance conference. My conversation was a fireside chat with a leading executive at Morgan Stanley and the topic was “Climate Earthshots”. MS defines Earthshots as more realistic, near-term versions of pie-in-the-sky moonshots. The topics included:1- Potential scale of technologies that are available …

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Energize’s Electrify Everything Top 30 for 2023

Energize’s Electrify Everything Top 30 for 2023

Last summer, Energize released our comprehensive “Electrifying Everything” investment thesis, including our proprietary deep dive research report, the culmination of our 10-part blog series and our list of the top 30 software innovators applying digital solutions to help accelerate widespread electrification. In brief, we believe electrifying everything – and powering those electrons with zero-carbon clean energy – is the optimal …

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Recorded a Podcast with Chris Wedding

Recorded a Podcast with Chris Wedding

I was on a podcast this week with Chris Wedding and his Entrepreneurs for Impact. Here is his summary below, and the links to the podcast are here: On Spotify and on Apple Podcasts Here is the summary from Chris Want access to $1.2B for investing in climate software? What 4 megatrends are driving climate …

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Energize – 2022 Year in Review

Energize – 2022 Year in Review

A link to the post on the site for the full post can be found here). Below is also the text. My two cents: At Energize we have 5 ethos written on the wall. One of those core tenets is “We choose to grow, together”. 2022 was a great year for Energize Ventures and our year-end figures …

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Track Record Attribution: Relay Races vs. Sprints

Track Record Attribution: Relay Races vs. Sprints

To deploy capital as a professional investment firm, first the firm must raise capital for the specific Fund strategy. The capital contributors in a Fund vehicle are called “Limited Partners” and tend to be institutional asset managers, family offices, corporates or individuals. There are several ways these firms evaluate a prospective firm (aka “Manager”), the …

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The Targets of Big Balance Sheets

The Targets of Big Balance Sheets

Goldman Sachs has a podcast called Exchanges at Goldman Sachs. They kicked off their 2023 series with a summary on the M&A outlook for 2023, titled “Complex but Optimistic Outlook for Deal Making” There were 5 topics in here that jumped out to me for their relevance in the current environment. I also thought these …

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The Current State

The Current State

Hello everyone… I hope your 2023 has been starting well! Our team is back and already geared up for another tremendous year. But first, a quick look at the current market. 2022 was a tumultuous year with dramatic public market swings. There are now daily announcements of sizable layoffs from technology giants like Salesforce, Amazon, …

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The Annual General Meeting

The Annual General Meeting

Yesterday Energize hosted our 5th annual investor day. While these events can be high stress, I enjoy them because they give the team the ability to show our LPs all of the work going on behind the scenes. The sentiment was positive but cautious. On one hand we have macro concerns and on the other …

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