Investment Thesis

Thermodynamics at Industrial Scale

We back technical founders building physical infrastructure for heavy industry decarbonization. No software plays, no speculative platforms. We invest where the math meets physical reality.

1st

cheque operators

0.0

software focus

Decarbonization Focus

Four Heavy Industrial Sectors

Green Steel

Zero Cement

Chemicals

Heat Storage

Replacing coal-fired blast furnaces with hydrogen direct reduction and clean electric arc systems to eliminate metallurgical coal dependencies.

Capturing unavoidable process emissions while engineering novel cementitious binders that eliminate calcination footprints at commercial scale.

Electrifying high-temperature thermal crackers and deploying clean electrochemical pathways to completely replace legacy fossil feedstocks.

Storing intermittent zero-carbon electricity as high-temperature industrial process heat to continuously power heavy manufacturing plants.

Evaluation Protocol

Our Technical Investment Criteria

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Thermodynamic Proof

The Raw Math

Scale Viability

We analyze the raw energy balance first. Your technology must demonstrate clear thermodynamic viability and efficiency advantages over existing fossil baselines.

Skip the marketing slide decks. We expect rigorous mass and energy balances, detailed process flow diagrams, and verified lab-scale performance metrics.

We evaluate the pathway from laboratory success to continuous factory-floor manufacturing. If it cannot be scaled physically, we do not invest.

Send Us Your Specifications

We do not require warm introductions. Submit your mass balances and technical schematics directly to our engineering team.