Resilient

Systems

Capital

1990s: Climate Change

2030s: Resilience

The difference? Policy won’t drive demand—nature, AI, and security will.

Resilience is climate tech in the era of climate, energy, and geopolitical consequence.

Thematic Thesis

  • EXPONENTIAL ENERGY

    Building clean energy infrastructure and networks is non-optional in the AI era. It is hard to overstate the economic opportunity associated with the growth of the energy sector through the 2030s.

  • RESILIENT SYSTEMS

    Hardier crop varieties currently cost $100M+ each; wildfire losses are 2-4% of the US GDP; the depth of human systems toxicity is just starting to be understood; resilient investment is 6x cheaper than cleaning up.

  • INFRASTRUCTURE AI

    AI that helps us measure & rebuild the world. From robotic automation to bio-manufacturing to planetary intelligence, AI is the definition of better, faster, cheaper. 

WHAT WE INVEST IN

FOUNDERS WITH GRIT, AUDACITY, AND INTEGRITY, BUILDING COMPANIES AROUND:


ENERGY SYSTEMS

Deliver reliable power through innovations in generation, storage, T&D, and security.


INDUSTRIAL EFFICIENCY

Efficiency, efficiency, efficiency for industrial manufacturing - to reduce waste and streamline processes.


INFRASTRUCTURE RESILIENCE

Technology that enables supply chains to stay online and rebound quicker from disruption.


INTELLIGENT OPERATIONS

Processing planetary datasets. Defensible decision-making.


BIO-INDUSTRIAL SOLUTIONS

Replace conventional inputs with efficient, biology-driven processes and materials.


DETOXIFICATION & RECOVERY

Identify, remove, and remediate toxins from planetary & human systems.

Team

General Partner

SUNDEEP AHUJA

IAN CAMPBELL

Partner

Fund I Portfolio


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