At Energize we are making the necessary people investments to become the leading investment firm at the intersection of technology and sustainability. We know that to deliver the best insights, value, and returns to our employees, investments and LPs we need to continue to hire world-class individuals who are skilled in complementary areas to our …
https://www-vice-com.cdn.ampproject.org/c/s/www.vice.com/amp/en/article/v7dezy/why-are-electric-vehicle-companies-worth-so-much-money Last week I spoke with Aaron Gordon of Vice. He was asking why the market is rewarding the newest batch of electric vehicle OEMs, like Rivian. It is a good article with varying viewpoints. I also commented on a trend that I believe gets overlooked: the convergence of the electric drivetrain and the digital-first …
Public market valuations are near all-time highs. There are many studies that show how valuation multiples are tied to growth rates. But the public market investor is getting wiser to the cost inputs required for growth. This week I saw a great report from Guggenheim on the correlation between valuations and growth efficiency. On page …
At least twice a year the Energize team hosts a “demo day”. The demo day is meant to cover a suite of companies that represent a specific theme that our team has been reviewing recently. One of those recent themes is “Building the New Economy” and focuses on software platforms helping accelerate the next generation …
I saw this below chart posted on a McKinsey report. The image summarizes how 5 key areas will require $2 trillion of capital to decarbonize / be more sustainable. Totaling the 3 areas aligned with Energize’s investment thesis (electrification, power grid, agriculture) equates to around $1.7 trillion per year. Most of the capital will go …
We appear to be near the end of the negotiations around the latest White House spending plan. The White House released a summary of the bill, and there is a sizable climate provision: $555 billion of the $1.75 trillion plan. The list below shows how that $555bn is spread out between extended tax credits, resiliency …
Sam is the cofounder & Chief Revenue Officer of Aurora Solar. Sam is an incredible individual with the right combination of humility, drive and mission. While Aurora and the solar industry is flying high right now, the industry was overlooked as recently as 2019. Sam talks about the struggles of early bootstrapping and how the …
There are a few data sources that I closely follow to understand the temperature of the current market in the Energize space. One of those data sources comes from The Engine as they produce a great annual report on what they call “Tough Tech”…. and no, there isn’t any affiliation. See below for the details …
In Q1 2019 the Energize team led the $23M Series B investment into Jupiter Intelligence. While most of our investments are the result of a deep dive, this particular case was more instant conviction in the product and market timing. The company also had the major benefit of an incredible team and serial entrepreneur, Rich …
I had some fun yesterday going on TV to talk about Energize and our new fund. We covered a few key items, including why we believe great returns and impact can be achieved investing in the digital backbone of next generation infrastructure. We highlight our portfolio, and our LPs… with a special callout to DroneDeploy’s …