Participated · Series A · Jul 2026

NxLite develops proprietary permanent, low-emissivity coatings applicable to both glass and polymeric substrates that aim to reduce energy consumption while cutting weight versus conventional alternatives. The company partners with leaders in the window industry, commercial refrigeration, transportation and other sectors and reports having secured commercial agreements and offtake. Since its first close in October 2025, NxLite has been adding capacity and enhancing full-scale manufacturing capability at its Advanced Innovation & Manufacturing (AIM) Center in Canton, Michigan. Financially, NxLite completed a $13.1 million Series A final close and obtained a $3.5 million debt facility from RSF Social Finance to support its manufacturing scale-up. The company appointed Erin Sawyer, a supply-chain and operations leader, to its board to help accelerate operational execution and compress timelines. NxLite is actively scaling its technology for broader commercial application across multiple use cases.

Participated · Series B · Feb 2026

Denver-based Sensera Systems builds self-contained, solar-powered cameras and its SiteCloud software platform to give construction teams real-time, AI-driven insights from onsite video. The solution is designed for rugged environments and helps field personnel make faster, better decisions to keep projects safe, on schedule, and on budget. SiteCloud delivers actionable intelligence directly to mobile devices, enabling effective collaboration among stakeholders in real estate and infrastructure development. Management plans to use new capital to deepen the company’s AI capabilities and scale sales and support. Sensera positions itself as a trusted leader in construction technology with a focus on recurring, video-based services. The company most recently secured a $27 million Series B round to fund its next phase of growth.

Participated · Series A · Jul 2025

Panthalassa builds self-propelled, autonomous floating nodes that capture wave energy to generate continuous clean electricity and run AI inference computing onboard, transmitting results to land via low-Earth-orbit satellites. The company has spent about a decade developing its power generation, propulsion, autonomy, and at-sea computing technologies and demonstrated capabilities with Ocean-1, Ocean-2, and Wavehopper prototypes in 2021 and 2024. Panthalassa plans to deploy its Ocean-3 pilot node series in the northern Pacific in 2026 to demonstrate AI inference at sea and to refine manufacturing ahead of commercial deployments in 2027. The platform uses the ocean for free supercooling to extend chip lifetimes and avoids transmitting power to shore by performing computing onboard. The company is a public benefit corporation headquartered in Portland, Oregon, and recently raised $140 million in a Series B to complete a pilot manufacturing facility and accelerate initial deployments.

Participated · Series A · May 2022

Founded in 2018, Houston-based Amperon sits at the intersection of energy data and artificial intelligence, supplying demand, renewable generation, and price forecasts to utilities, retailers, and independent power producers. Its platform fuses real-time weather, consumption, and market data with machine-learning, physics-based, and ensemble weather models to deliver highly accurate short- and mid-term forecasts, including a recently launched product that predicts grid demand up to seven months out. The company’s technology is now used across the United States, Canada, Mexico, Australia, Europe, and the Middle East, and it produces active forecasts in 27 countries. Amperon positions itself as a key enabler of grid modernization, helping customers optimize assets and enhance reliability. Continued product innovation is aimed at energy-intensive sectors such as data centers, leveraging partners’ expertise in semiconductors and AI acceleration. Investor momentum has been building, with strategic investments in 2025 from National Grid Partners and Acario preceding the latest backing from Samsung Ventures. While specific revenue figures were not disclosed, the company emphasizes rapid international growth and consistently superior forecast accuracy compared with traditional providers.

Participated · Equity · Feb 2022

Utilidata develops the Karman platform which provides dynamic power orchestration for AI data centers by embedding real-time visibility and control directly into power distribution equipment to generate stranded capacity. The solution is built on a custom NVIDIA Jetson Orin Nano and the company has experience embedding its technology into smart meters to bring real-time visibility and power-flow control to the electric grid. Led by CEO Josh Brumberger and based in Ann Arbor, Michigan, Utilidata is pursuing commercialization with hyperscalers and the data center market. Financially, the company completed a Series C totaling $100M after a $60.3M tranche in April 2025 and a $40M extension in May 2026. The May 2026 funds are intended to help consolidate its market position and scale deployments with large cloud and data center customers.