Portfolio · Collectively sourced, collectively diligenced

The companies fixing systems at the seams.

Every position is a bet on a company sitting upstream of more than one winnable future. Sorted by where it works in the system: electrons, atoms, flows, and signals. Filter to explore.

Electrons

Natrion

Solid-state battery components engineered for domestic manufacturing and higher energy density.

Electrons

Elastic Energy

An orchestration layer for distributed energy — coordinating solar, batteries, EVs, and HVAC to turn site flexibility into grid revenue.

Electrons

Raya Power

Plug-and-play solar-plus-storage that installs in hours with no permits — bringing backup power and bill savings to renters. Covered by Forbes and Canary Media.

Electrons

Modern Energy Storage

Next-generation battery storage built for the world's harshest environments — safe, durable, and free of constrained supply chains.

Electrons

Glow Energy

Compliant solar billing software for multifamily buildings — clean power to residents at a discount, a new income stream for owners.

Electrons

Nevoya

A zero-emission freight carrier proving electric trucking wins on cost, uptime, and service.

Electrons

Electric Fish

Fast-charging energy buffers that add EV capacity to the grid and deliver resilient backup power.

Electrons

Praan

Filterless air-purification hardware built to pull pollution out of dense urban air at scale.

Atoms

InventWood

Superwood — engineered wood stronger than steel, now entering mass production. Featured in the WSJ and TechCrunch.

Atoms

Lingrove

Plant-based composite materials that replace wood, plastic, and fiberglass with a low-carbon alternative.

Atoms

DTE Materials

Advanced materials chemistry aimed at decarbonizing hard-to-abate industrial inputs.

Atoms

Cascade Biocatalysts

Engineered enzymes that make biomanufacturing cheaper, more durable, and industrially viable.

Atoms

Ginkgo Bioworks

A horizontal platform for programming cells — the infrastructure layer beneath synthetic biology.

Atoms

GOB

Plant-based, compostable single-use products — reinventing disposable goods to leave without a trace.

Flows

Alga Biosciences

Feed additives that cut enteric methane from cattle — one of the largest single levers in agricultural emissions. Covered by TechCrunch.

Flows

Wasted*

Turning portable sanitation into fertilizer — closing a nutrient loop the economy treats as waste. Covered by Bloomberg.

Flows

AquaPoro

Atmospheric water generation — pulling potable water from air with a novel low-energy materials approach.

Flows

Glanris

Rice-hull-based water filtration media that removes contaminants at a fraction of the cost of activated carbon. Featured on CNN.

Flows

Hayzel

Cooling technology that generates electricity from the cooling process itself — cutting energy costs for data centers, cold storage, and buildings.

Flows

Focal

Robotic, electric spot heating that warms people rather than empty space — replacing propane patio heaters. Backed alongside Collaborative Fund and Third Sphere.

Flows

New Farmers

Infrastructure and financing tools that help the next generation of regenerative farmers get on the land.

Flows

Kawa Project

Cocoa-free chocolate made from upcycled coffee grounds — a low-impact substitute for a deforestation-heavy crop.

Flows

Biome

Self-sustaining living walls that clean indoor air through active biofiltration — real plants, no soil, no upkeep.

Signals

Shovels

Construction permit intelligence — the ground-truth dataset for how America actually builds and electrifies.

Signals

Offstream

Automated carbon compliance for project developers — LLM-driven certification and MRV that cuts paperwork by up to 90%. Y Combinator S24.

Signals

Pioneer

Software that unlocks government funding for climate projects. Raised $2.9M; covered by Axios.

Signals

Leafr

A marketplace connecting companies with vetted sustainability and climate consultants — expertise on demand at a fraction of agency cost.

Signals

Sphere

Fossil-free 401(k) options — giving employees a way to align retirement savings with the climate transition.

Signals

Resilience

Investment tools built around physical climate risk and long-horizon resilience.

Mehrad's personal angel portfolio

Earlier climate bets, held personally.

A separate track of angel investments made by our founding partner across the climate stack.

Zeno

Electric mobility for high-use emerging markets.

Heimdal

Carbon capture and mineralization from seawater.

Phaidra

AI control systems that make industrial facilities more efficient.

Waterplan

Enterprise software for measuring and acting on water risk.

Kaikaku

Robotics and AI for the food-service industry.

Founders

Building at the seams? We write the first check.

$100k–$350k into pre-seed and seed rounds, with a rapid, ad-hoc investment committee of operators and domain experts behind you.

Pitch your startup