The Energize team is going to release a more formal summary of our 2021 activities. I can’t wait to share more about that – and about some key events we have underway. (We have 4 investments to announce in Q1!) There is a lot of change and growth in the market. With so many moving …
Our team has been tracking the carbon markets and what voluntary and regulated structures may grow into over the coming years. Like with any growing asset class or trade-able security, there are several parameters around measuring and quality that need to be confirmed. A recent McKinsey report highlighted the market size opportunity and the key …
There are a few notable firms in the venture landscape that have emerged with a bang over the past 5 years. One of those firms, Lux Capital, is led by Josh Wolfe and Peter Hebert. While the Lux Capital name is now well-know, the firm’s journey really is a “20 year overnight success”. Lux Capital …
The past 2 years have seen great volatility in the software (and broader) markets. As shown below, COVID unknowns, digital adoption accelerating, and then a hype bubble popping have caused troughs and peaks in valuation multiples for software companies. Looking at the following charts below from Goldman Sachs and you can see that we are …
Yesterday I wrote a post for Forbes about the current activity – and types of deals – being done in the sustainability market. You can see the article here. I’ve also posted it below, for convenience.. 2021 was a monumental year for the sustainability-focused capital markets. Almost every type of financing vehicle related to climate …
My belief is that a key team member receives a promotion only once they have already consistently acted at the new/target title. Last week the Energize team made a number of exciting promotions as each of these team members stepped up in 2021. Tyler Lancaster joined us as an Associate in 2018 and has been …
The chart above shows expected battery additions to the Texas energy grid in the upcoming years. Based on regulatory structure, ERCOT is usually the most innovative / welcoming ISO here in America. For that reason, ERCOT is usually the playing ground for energy developers and the zone provides a glimpse into what new energy products …
Earlier this month Mark Tomasovic recorded a podcast with the Collosus content platform. Colossus engages business experts to cover key themes and companies. In this episode, released today, Mark covers the utility and renewable energy leader, NextEra Energy. You can find the podcast on any of your podcast applications, or the online link right here. …
By now you know that Energize straddles two different arenas: digital solutions and the sustainability transition. The ideology of each of these groups is quite different and, interestingly, we are perceived quite differently by each set of stakeholders. Our digital friends look at us like we are the Pope and are making investments exclusively for …
Want to see a sign of the current state of the energy transition? First Solar is one of the largest solar panel manufacturers in the world. Check out this headline from them a week ago: That’s right – the largest order of solar modules in history is going to bp. Yes, that bp. Times are …