— RECENT PORTFOLIO MILESTONES

XGS Energy

XGS Energy was ranked #7 on Fast Company’s Most Innovative Companies 2026 energy list and named among TIME’s Top GreenTech Companies of America 2026. XGS has also signed a 150 MW power purchase agreement with Meta to supply clean, water-independent geothermal power to Meta’s data center operations in New Mexico, marking a landmark validation of the technology by one of the world’s largest AI infrastructure operators.

OCOchem

OCOchem announced a production partnership with Archer-Daniels-Midland to build a commercial CO₂ conversion facility co-located at ADM’s corn processing complex in Decatur, Illinois. The plant will use OCOchem’s Carbon FluX Electrolyzer technology to convert biogenic CO₂ into carbon-negative formate products.

Ace Green Recycling

Ace Green Recycling secured multi-year feedstock supply agreements with OM Commodities and Gold Star Metals, locking in up to 130,000 metric tons of annual lead scrap supply for its flagship Texas facility. Production at the Texas plant is expected to commence in 2026, with the facility designed to recycle both lead-acid and lithium-ion batteries using Ace’s fully electrified, zero Scope 1 emissions hydrometallurgical process.

— FUND PORTFOLIO

Diversified Potential Category Leaders
Solving
Existential Problems

XGS Energy

Next generation geothermal heat extraction technology that optimizes energy generation in any subsurface environment.

OCOchem

Green particle developer converting CO2 to formic acid and other formate-based chemicals through electrolysis.

Ace Green Recycling

Green lead and lithium hydrometallurgical battery recycler extracting critical minerals from waste batteries.

Algenesis Materials

Rapidly biodegradable PU and TPU developer aiming to reduce microplastic waste from daily wearables and consumables.


TomTex

100% bio-based alternative leather to replace synthetic leather, targeting fashion brands and gifting market.


Simplifyber

Bio-based, moldable bio-fiber material that is commercially scalable and cost-competitive with plastic feedstock.

Gradient

Easy-to-install window heat pump providing low cost and energy efficient heating and cooling solution to multi-family buildings.

Bettani Farms

Maker of plant-based cheese produced with proprietary casein technology, offering better taste and texture than dairy cheese.

Hohonu

Flood sensor, detection, and prediction technology developer currently deploying across U.S. coastal regions.

Energy Storage

Leading lithium battery material maker that improves lithium battery’s energy density, capacity, and charging speed.

And More to Come