Infrastructure
Systems that make critical infrastructure more observable, efficient, resilient and autonomous.
INVESTMENT THESIS
Where intelligence
changes reality.
We look for AI-first businesses with the potential to reshape physical systems and create measurable impact.
Energy & Climate
Intelligence that improves resource efficiency, electrification, energy management and climate resilience.
Industry
AI-enabled manufacturing, robotics, industrial operations and supply chains that can learn and adapt.
Built Environment
Software and intelligence for buildings, cities, mobility and the environments where people live and work.
Resource Systems
Technology that helps food, water, materials and other finite resources move through the economy more intelligently.
THE SIGNAL