Brad Burke

In this edition of the #GreenMolecules Journal, the Energy Capital Ventures team discusses the path to #naturalgas #decarbonization in light of a variety of new data sources. Connect with us if you're #innovating in decarbonization! #energy #venturecapital https://lnkd.in/gC-RAVYN

10

2 Comments

Cost-effective geothermal energy has the ability to fully transition and decarbonize our grids and industrial systems - in the near term! We believe the team and technology at XGS Energy will realize this vision and we couldn't be happier to be working with them on a geothermal-powered reality.

23

🤠 A massive win for Texas! The U.S. government is granting Samsung Electronics up to $6.4 billion to build chip-making facilities in Texas, the latest in a string of major subsidy awards from the Biden administration aimed at reviving semiconductor manufacturing in the U.S. Samsung is using the grant money to help hike its investment in Taylor, Texas, just outside Austin, to roughly $45 billion, adding a second chip-making factory, an advanced chip-packaging facility and research-and-development capabilities. This more than doubles Samsung’s commitment made in 2021 to build a chip-making plant in Taylor.

48

If you're doing small scale bitcoin mining, and want to hitch a ride on a Maserati, this post if for you. It's also for you if you're interested in my research-based assessment of where I see the future of Bitcoin mining going. First, what do big bitcoin mining companies have that smaller ones usually lack? - access to capital markets,  - networks and  - bulk purchasing power and - process/technical innovation. But what do small bitcoin mining companies, that is scarcer for big companies?  - Geographically dispersed sites - local jurisdictional knowledge, - direct relationships with power providers,  - domain knowledge, eg: niche energy-harvesting applications So it makes sense to cooperate, as Marathon and Nodalpower recently discovered when they combined their relative strengths to move each company ahead in a way they could not have easily achieved alone. Each partnership like this also helps the whole Bitcoin ecosystem - get more geographically decentralized - Change its narrative around bitcoin and the environment (these projects are almost always renewable) Outside the bitcoin ecosystem, large companies normally thinks they can do it all themselves. In bitcoin tho, everyone thinks like a startup disrupter As such, larger Bitcoin mining companies cooperate with other large companies that another industry would deem a competitor; small companies that another industry would deem irrelevant. There are already many more of these collaborations in the wings, and its my mission to help more of these types of collaborations get off the ground. If you’re a small mining company, reach out, and I'll see if you could be solving some problems for a bigger player, while gaining access to some of their valuable resources. And well done again to NodalPower and MARA for providing a solid example of how this type of collaboration can work

3

Thrilled to announce Next Frontier Capital's investment in Hoonify Technologies Inc. Andrew Clark, Victor Kuhns, and team bring decades of HPC experience from Sandia National Laboratories. Hoonify is NFC's first New Mexico investment! Hoonify’s innovation began by placing supercomputers at the edge – in offices, academic institutions, and homes – and liberating them from the traditional high hurdles of supercomputing. Providing immediate and personal access to this technology improves customer performance by up to 300%, achieving higher efficiencies with lower costs compared with alternative solutions. Currently, Hoonify serves U.S. Government and commercial companies in the aerospace and defense and biotech markets that demand accelerated results for their consequential modeling and simulation, artificial intelligence (AI), and machine learning (ML) workloads. With $3.75m in new funding, Hoonify provides clients supercomputing capabilities typically only available to a select few, will use the new funding to fuel additional growth for product enhancements and to position its software platform, TurbOS for entry into additional markets. TurbOS runs on any Intel CPUs or NVIDIA GPUs to enable faster computing performance through parallel computing - using the customer’s existing hardware or options including Hoonify’s all-in-one Cub Desktop Supercomputer. Let's go!

122

4 Comments

Participating in Active Membranes seed round may be one of the most impactful investments Echo River Capital will ever do. The potential to provide more fresh drinking water, to more people, in more places, has never been more crucial. Thanks Arian Edalat and Eric M.V. Hoek, Ph.D. for pursuing this innovation.

31

1 Comment

Renewables+Storage WILL become the dominant technologies towards the "electrification of everything". Kingsmill Bond, Sam Butler-Sloss and Daan Walter at RMI (Rocky Mountain Institute) lay out the case clearly in https://lnkd.in/d3EHJDKM. #RenewableEnergy #ElectrificationOfEverything

4

Really like the Audere Capital team’s methodology and framework for thinking about over-the-horizon innovation technology, and the strong signals of future winners. • Wave 1: Extract (efficiency at lower cost/higher speeds) • Wave 2: Expand (into new high margin markets & products initially deemed impossible) • Wave 3: Entrench (standardize, institutionalize and become the default platform and system for its space) Boom! #vc #startups #investing #investorplaybook

6

1 Comment

Very similar and a complement to Independent Sponsor led transactions targeting $15 million to $100 million plus EV, search fund deals target acquiring companies for around $15 million EV, priced at approximately seven (7x) times EBITDA or less. Over the years, companies tracked by Stanford have shown annualized equity returns exceeding 30%! The target universe for search funds and Independent Sponsors is substantial, with nearly 200,000 businesses valued between $10 million and $100 million, according to NAICS Association data. Search funds often seek out companies with retiring family founders looking for liquidity. Middle and lower-middle market financial sponsors generally avoid targeting companies worth $15 million due to high overhead costs and the need to deploy significant amounts of capital. However, for individual entrepreneurs, these micro-sized deals are not only accessible but also offer attractive bargains. This has led to the emergence of specialized search PE funds alongside Independent Sponsor transactions. Great article by the FT. #privatecapital #privatemarkets #privateequity #buyouts #growthequity #independentsponsor #searchfund #middlemarket #smallbuyout #sme #institutionalinvestor #alpha #moic #irr #privatecredit #privatedebt #familybusiness #founderowned #fT

26

2 Comments

It was great returning to Austin, Texas for #Consensus2024 to speak about digital tools for carbon markets. One such tool, designed by Zerosix, enables any 3rd-party carbon project developer to digitize the protocols they use and create independently verifiable carbon credits or certifications, applying blockchain technology. Existing Use Cases & Status, each with over $500mln market potential: - Carbon Credits Carbon Capture & Storage - Carbon Credits Oil & Gas well retirement - Certified Gas Certificates (RSG) - Carbon Credits for agricultural methane sequestration - Biogas, BioFuel Certification (RFS, LCFS, RED III) - Carbon Credits for Building GHG Reductions #environment #energy #agriculture #business #carbon #impact #finance #blockchain #technology #capitalmarkets #investing #investments #climaterisk #sustainability #digitalization #biofuel #fintech #renewableenergy ZeroSix CoinDesk

115

4 Comments

Quitting is never an option when you are pursing a higher purpose. Adaptations to market conditions are inevitable though. At Energy Capital Ventures, we've always stayed committed to our core #greenmolecules™ thesis. However, we have grown and adapted to include all #energy stakeholders in the #naturalgas value chain. it's made all the difference in the power of our community and platform. #leadership #entrepreneurship.

20

1 Comment

🚀 New Episode Alert: Investor Connect with Gary Forni, Chairman of CTAN 🚀 Join host Hall T. Martin for an insightful conversation with Gary Forni, the visionary Chairman of the Central Texas Angel Network (CTAN). With a storied career in technology and venture capital, Gary has been instrumental in shaping the startup ecosystem in Central Texas. 📅 Listen now: https://ow.ly/Po6Q50RBUJt 🔹 What to Expect: Gary's journey from Intel Corp to leading one of the most active angel groups in the U.S. An inside look at CTAN's investment strategy and how they're nurturing the next wave of disruptive tech startups. Expert advice on overcoming challenges in angel investing and adapting to economic changes. 📈 Under Gary's leadership, CTAN has invested over $129 million in 215 companies, driving innovation and economic growth. Learn how this network supports entrepreneurs with capital, mentoring, and more. 🎧 Tune in to "Investor Connect" for more expert insights into the investment landscape. Don’t miss it! #InvestorConnect #AngelInvesting #Startups #Innovation

12

1 Comment

ReElement Technologies #lithium brine refining solutions. ReElement Technologies has been focused on two key parameters of its business. - Scaling our business for large scale revenue generation. - Versatility and flexibility of feedstocks. We have proven our ability to be a full lifecycle solution for critical and rare earth elements, we have also proven our ability to be a value added partner to existing flow sheets through #PoweredbyReElement. We have now developed processes for #rareearth ores, #lithium ores, recycled #lithiumionbattteries, recycled #rareearth magnets. Today we announced that we can eliminate multiple steps and significantly reduce costs and simplify the flow sheets for #lithium brines. We are excited about the versatility and cost effective nature on how we unlock and open the supply chains throughout the world through collaboration and partnerships. https://lnkd.in/gJBA2Hm5 ReElement Technologies American Resources Corporation $AREC

20

1 Comment

In early June 2024, I had the pleasure of participating in a fireside chat with Amy Rotman during the 121 Mining and Investor Summit. We talked about Nucleation Capital and our thesis revolving around the importance of nuclear energy as a tool in the energy transition. I described some of the new technologies being developed or refined to make nuclear systems that are able to serve the needs of a much larger customer base than the one served by monopoly electric utility companies that wanted huge central station power plants. Industrial heat and electricity production on a smaller scale are driving forces leading developers to configurations that allow higher operating temperatures at lower pressures. We also talked about the business model innovations being pursued, including the idea of companies that build, own and operate fleets of nuclear reactors while selling heat and power under long term power purchase agreements. https://lnkd.in/ecg-grGx

18

1 Comment

Boston-based Desktop Metal was a portfolio company of Aramco Ventures and as a result, I had the opportunity to follow this company, its technology and its commercial traction closely. There is no doubt tech value and it is good to see that this company survived post the mostly ill-fated De-SPACs of that recent era of mass value destruction and in spite of a highly volatile public trading run, Desktop Metal should now have a stable home in Nano Dimension to scale its technologies and innovations in what also seems to be quite an attractive value for the buyer (on the other hand, tough outcomes for the venture capital fund managers and corporates, unless investment cost/sub-cost are acceptable). Congratulations Desktop Metal and Nano Dimension and looking forward to tracking the future partnership! #additivemanufacturing #3dprinting #venturecapital #publiccompanies #acquisitions #startups #boston #capitalmarkets #spac https://lnkd.in/gUyxtTPY

12

🚨 🚀 8090 Industries is incredibly excited to unveil our latest investment last year, in Atomic Alchemy Inc. led by Thomas Eiden whose building the 'SpaceX for the radioisotopes manufacturing' - reinforcing our commitment to revitalizing the capabilities America lost after the Manhattan Project, decoupling our dependency on Russian and foreign interests and unleashing energy and industrial abundance. Read more : https://lnkd.in/gD2xTatB There's a supply crisis today in radioisotope manufacturing. With hundreds of millions of commitments from the nuclear medicine market from cancer therapies to X-rays, Atomic Alchemy Inc. is positioned to not only win today but also ramp up to address the massive scarcity bottlenecking nuclear fusion: nuclear fuels -- namely deuterium and tritium. Atomic Alchemy Inc. is on its way to be the 'Aramco' for fusion fuels. Stay tuned! More coming soon! 👀 This partnership is just the beginning of an industrial effort for all involved to vertically integrate US domestic isotope manufacturing and represents a cornerstone of the new American industrial revolution, fueling innovations from healthcare to energy. Chairman of Oklo Inc, Sam Altman added, "This partnership is an example of some of the promising aspects of Oklo's recycling plans, with large potential benefits to a number of industries." "Industrial and medical isotopes are indispensable to many sectors of the economy, from treating diseases like cancer to fueling clean energy technologies like radioisotope thermoelectric generators, fission power plants, and even fusion research. The domestic and global demands for these crucial elements are growing at an accelerated pace," said Jacob DeWitte, co-founder and CEO of Oklo Inc. cc Kerem Ozmen Charles Oppenheimer Wes Mendenhall Filip Vurdelja Haluk Sabanci Dincer Grant Brown Ishan Meswani Garuth A. Andrew Irwin

77

3 Comments

🌟 Attention energy tech founders: Don't miss this critical advice on securing funding! ⚡ Having advised hundreds of startups that have raised billions, I understand the unique pressures you face. 🚀 Dive into the full podcast linked in the 1st comment of Healy Jones' original post to learn the metrics that matter most to investors in your space. 📊 #EnergyTech #StartupInvesting #VentureCapital #IndustryInsights

1

🌍🌳 New Episode Alert! Dive into Nature-Based Solutions with World Tree🌳🌍 In this episode of Investor Connect, host Hall T. Martin sits down with Doug Willmore, CEO, and Cathy Key, President & Chief Business Development Officer of WorldTree. Listen here: https://ow.ly/QOqe50SbVGx Join the conversation to explore: 🌲 The journey from a small startup to managing 300 tree farms across multiple countries. 💡 Cathy’s intriguing shift from anthropology to tech, redefining WorldTree's business model. 💸 Doug’s update on their current fundraising efforts and ambitious goals ahead. 📊 Insights into WorldTree’s revenue streams, valuation approach, and strategies for attracting the right investors. 🌐 Hall's innovative approaches at Ten Capital for connecting with potential investors. Discover how WorldTree is tackling global challenges with nature-based solutions, focusing on people, planet, and prosperity. 🌎✨ 🔗 Learn more about WorldTree and their sustainable initiatives: https://ow.ly/WZyW50SbVGy Don't miss this treasure trove of insights for anyone navigating the startup funding landscape! 🎧 #InvestorConnect #WorldTree #NatureBasedSolutions #SustainableBusiness #StartupFunding #EcoFriendly #GreenBusiness #Podcast

4

1 Comment