Participated · Series C · Jul 2026

Antora Energy develops and deploys factory-built thermal batteries that store low-cost electricity as heat in insulated solid-carbon blocks and deliver that energy as heat or power on demand. The company says its systems can store energy for multiple days, avoid supply-constrained critical minerals, and be deployed faster than conventional multi-year projects. Antora recently brought one of the largest battery storage projects online—a 5 gigawatt-hour system in South Dakota that moved from construction to energy delivery in under 12 months—and expanded its San Jose factory into a three-building manufacturing campus. The company reports a growing pipeline of signed agreements with hyperscalers and industrial customers and states its deployments have created and supported hundreds of U.S. manufacturing and construction jobs. With the $550 million Series C, Antora plans to expand production capacity, establish a second U.S. manufacturing hub, and strengthen its domestic supply chain. The company positions its technology as a tool to deliver affordable, reliable energy at scale to industry, data centers, and the grid.

Led · Series B · Jul 2026

Senra builds and scales wire harness production while providing a proprietary software platform, Amp, that standardizes inputs and produces a digital twin to guide technicians. The company combines software, standardized processes, technician training (including what it calls a federally certified wire harness training program), and incremental automation rather than eliminating human craftsmen. Senra was founded in 2023 by Jordan Black and Benjamin Shanahan; Black previously worked at SpaceX scaling wire-harness production for Starship. The company currently manufactures roughly 1,000 harnesses per month across two factories and reports customers across sectors including submarines, maritime vehicles, land defense systems, launch vehicles, and satellites. Senra plans to scale production to 10,000 harnesses per month by 2027 and is investing in further standardization, software capabilities, and automation as it grows.

Participated · Series A · Jul 2026

Oratomic is developing both hardware and software for fault-tolerant, utility-scale quantum computers using a neutral-atom qubit architecture. The company argues, based on research with Caltech collaborators, that utility-scale systems may be achievable with roughly 10,000 reconfigurable neutral-atom qubits, and co-founder Manuel Endres has demonstrated arrays of about 6,000 trapped atomic qubits. Led by CEO Dolev Bluvstein, the founding team includes researchers from Caltech, UC Berkeley, Harvard, Amazon and Google, and notable scientists such as John Preskill and Manuel Endres. Oratomic is working on error-correction theory, cryogenic chip packaging, algorithm development and scaling fabrication, and coordinates efforts through global developer networks. The company raised $300 million in a Series A to accelerate hardware fabrication, algorithmic research and to grow its physics and engineering teams. Oratomic has highlighted that sufficiently capable fault-tolerant machines could threaten current public-key encryption and said a fault-tolerant quantum computer is plausible by the end of the decade.

Participated · Series A · Jun 2026

Isometric operates Certify, an AI-agent platform designed to read and cross-check large volumes of evidence behind industrial claims—such as sensor data, satellite images, supply chain records, and lab results—to flag discrepancies and surface only cases needing human judgment. The platform aims to compress certification timelines from around 12 months to hours by enabling auditors to review entire datasets rather than samples. Isometric began by validating carbon removal projects and has contracted more than 16 million tonnes of carbon removal across over 200 projects. Its customers include Microsoft, Boeing, JPMorganChase, and Anglo American, and in December 2024 it received concurrent accreditation from ICVCM, ICROA, and CORSIA. Founded in 2022 and based in London and New York, the company plans to expand Certify into additional industrial certification markets and pursue a much larger addressable market estimated at $350 billion.

Participated · Series B · Jun 2026

Founded in 2022 by ex-Revolut executives Alan Chang and Charles Orr, Fuse Energy supplies energy to more than 300,000 UK households and is building a 1 GW generation pipeline. The company says it runs the full energy value chain in-house—generation, trading and retail—which it credits with delivering roughly 17% efficiency gains versus legacy providers. Fuse uses proprietary trading algorithms and a digital twin of each customer property to predict demand and optimise supply at the household level. Management reports the business has been EBITDA-positive every month since December 2025 and that ARR grew 32% in Q1 to over €472 billion ($550 million). Fuse is opening a 32,000 sq ft headquarters in Canary Wharf, plans to hire over 380 people in the next 12 months, and intends to expand into Europe and North America while launching a plug-in solar product for homes.