Cleantech Investment Portfolio
I invest in pre-seed and seed stage companies working to address the existential threat that climate change poses to our civilization. Please feel free to contact me at jordan@hive-mind.com if you’re working on something exciting and impactful.
30 investments
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Beyond Silicon
Company · Energy
Beyond Silicon develops perovskite-silicon tandem solar cells aimed at efficiencies above 30 percent, along with processes to manufacture them at scale. The company spun out of Arizona State University research and works with its facilities in Tempe. More efficient cells raise the output of each solar panel, lowering the cost of clean electricity.
Milestones
- 2023-04 Selected as a finalist ($200,000 award) in the DOE Perovskite Startup Prize Countdown contest
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Type One Energy
Company · Energy
Type One Energy is developing stellarator fusion power plants. It is building the Infinity One prototype in East Tennessee and designing Infinity Two, a roughly 350 MW plant planned with the Tennessee Valley Authority at the former Bull Run coal site. Commercial fusion would provide carbon-free, always-available power without long-lived high-level waste.
Milestones
- 2023-03 Raised $29M first financing co-led by Breakthrough Energy Ventures, TDK Ventures and Doral Energy Tech Ventures
- 2025-02 Partnered with TVA on a 350 MW fusion plant design for the Bull Run site
- 2026-10 Closed $200M Series B co-led by Breakthrough Energy Ventures and Clutterbuck Capital
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Alithic
Company · Industry & Materials
Alithic turns low-cost industrial mineral waste, mine tailings and ground minerals into a supplementary cementitious material that replaces part of the Portland cement in concrete. Its process also captures CO2 and stores it permanently as solid carbonates, at ordinary temperature and pressure. Cement production is one of the largest industrial sources of CO2, so lowering clinker content cuts emissions directly.
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Ateios Systems
Company · Energy Storage
Ateios makes lithium-ion battery electrodes with a printing-based process that is faster than conventional slurry coating and avoids PFAS binders and toxic solvents. It supplies electrodes to battery makers and is designed to drop into existing cell production lines, cutting the energy and cost of electrode manufacturing.
Milestones
- 2026-03 Closed a $7.25M Series A
- 2026-03 Expanded its RaiCore platform with Kodak and received PFAS-free verification
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Emerald Battery Labs
Company · Energy Storage
Emerald Battery Labs develops anode materials for sodium-ion batteries using a local supply chain that avoids critical minerals. It works out of the University of Washington's CoMotion Labs and Clean Energy Testbeds and targets grid storage, backup power, light vehicles and defense. Low-cost sodium batteries could expand energy storage for renewable power without relying on lithium.
Milestones
- 2026-01 Raised about $1.1M pre-seed round including E8 Angels and its members
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ZincFive
Company · Energy Storage
ZincFive builds nickel-zinc battery cabinets for uninterruptible power supplies in data centers and other critical facilities. The chemistry has no thermal-runaway risk and is largely recyclable, offering a safer, cleaner replacement for lead-acid and lithium-ion backup batteries as AI data center demand grows.
Milestones
- 2025-12 Raised a $30M Series F, bringing total funding to $254M
- 2025 Nearly 2 GW of battery cabinets deployed or contracted
- 2026-07 Announced plans to go public
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NuCube Energy
Company · Energy
NuCube Energy is developing a high-temperature modular microreactor that supplies electricity and industrial heat up to 1,100°C. It targets energy-intensive industry, remote operations and data infrastructure. Replacing natural gas combustion for high-temperature process heat addresses one of the hardest sources of industrial emissions.
Milestones
- 2026-02 Raised $13M led by Arizona Nuclear Ventures
- 2026-06 Signed merger agreement with Launch Two Acquisition Corp. (SPAC) at about $500M pre-money equity value; closing expected in second half of 2026
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Tandem PV
Company · Energy
Tandem PV develops perovskite-silicon tandem solar panels and is building US manufacturing for them. Tandem cells capture more of the solar spectrum than silicon alone, and the company reports 30 percent panel efficiency in testing. Higher-efficiency panels produce more clean electricity per panel and per acre, lowering the cost of solar deployment.
Milestones
- 2024-01 Raised $6M to build a pilot manufacturing facility in California
- 2025-03 Raised $50M in Series A equity and debt led by Eclipse
- 2025-07 Received a $4M California Energy Commission award
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Scape Carbon
Company · Carbon Removal & Markets
Scape Carbon develops modular coastal reactors that use seawater and minerals such as olivine to store industrial CO2 as dissolved bicarbonate. The same process releases nickel and chromium, which can be recovered for batteries and other energy technologies. Because it accepts low-purity CO2 at ports and coastlines, it aims to avoid the purification, pipeline and injection costs of conventional underground storage.
Milestones
- 2024 Selected for AirMiners' Kiloton Fund cohort
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Circe Bioscience
Company · Food & Agriculture
Circe Bioscience is a Harvard Wyss Institute spinout that uses engineered microbes to turn CO2 and other gases into fats and oils through gas fermentation. Its first products are triglycerides for food fats, butters and oils, and it has demonstrated a chocolate made with them. Producing fats from captured carbon could reduce demand for palm oil and other crops tied to deforestation.
Milestones
- 2024-05 Signed exclusive worldwide license for gas fermentation technology from Harvard's Wyss Institute
- 2024-09 Raised $5M seed round to build a pilot plant in Waltham, MA; $14.5M raised to date
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Earthshot Labs
Company · Carbon Removal & Markets
Earthshot Labs develops and finances nature-based carbon projects such as reforestation and conservation, and supplies the science, greenhouse gas accounting and software that project developers and investors need. It offers tools including the LandOS mapping platform and a forest inventory app. Rigorous measurement helps carbon finance reach land restoration projects that remove and protect carbon.
Milestones
- 2024-07 Raised $5.5M Series A led by Acorn Pacific Ventures
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Enduring Planet
Company · Climate Finance
Enduring Planet lends non-dilutive working capital to climate startups and small businesses, often bridging the gap until government grants or contracts pay out. It also offers fractional CFO, bookkeeping and fundraising services. Faster access to cash helps early climate companies keep projects moving without giving up equity.
Milestones
- 2022-05 Launched from stealth with a pre-seed round and its first debt fund
- 2026-06 Raised over $12M for its second fund, after lending nearly $40M to more than 70 businesses
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TalkingHeads Wireless
Company · Buildings & Efficiency
TalkingHeads Wireless is developing a macro cellular radio for 5G towers designed for low power consumption. Radios at the top of the tower are the largest energy load at a cell site, and the company models roughly half the total site energy of comparable incumbent equipment. Cutting cell network power demand reduces electricity use and emissions across a fast-growing telecom footprint.
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Dandelion Energy
Company · Buildings & Efficiency
Dandelion Energy designs, installs and services ground-source geothermal heat pumps for homes and works with homebuilders to put them in new developments. It also offers leasing to remove the upfront cost. Geothermal heat pumps replace furnaces and boilers with efficient electric heating and cooling, cutting household emissions and peak grid demand.
Milestones
- 2017 Spun out of Alphabet's X
- 2022-11 Raised $70M Series B1
- 2024-09 Raised $40M Series C led by GV
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Voyager Ventures
Fund · Venture Fund
Voyager Ventures is a climate tech venture firm that invests at seed through Series A in energy, industrial and climate technology companies, often leading or co-leading rounds. Its themes include energy and efficiency, materials production, mobility, the built environment, carbon management and climate software. It has offices in San Francisco, New York, London and Munich.
Milestones
- 2022-04 Launched $100M Fund I
- 2024-02 Closed $100M Select Fund I
- 2026-01 Closed $275M Fund II
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Little Feet Packaging
Company · Industry & Materials
Little Feet Packaging makes Pubble, a paper-based, recyclable and compostable replacement for plastic bubble wrap, along with an insulated version for cold shipping. Rolls ship compact and are expanded near the point of use, which lowers shipping volume, and the company also licenses on-site production equipment. Replacing polyethylene cushioning and polystyrene with paper reduces fossil-based plastic use in e-commerce.
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Bluewaterhouse Capital
Company · Buildings & Efficiency
Bluewaterhouse Capital invests in multifamily residential buildings and upgrades them for energy efficiency. Its website now describes the firm as an alternative asset manager focused on private equity and real estate strategies. Retrofitting existing apartment buildings reduces the heating and electricity emissions of housing stock that will stand for decades.
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TPG Rise Climate
Fund · Venture Fund
TPG Rise Climate is TPG's dedicated climate investing platform, spanning private equity, transition infrastructure and a Global South Initiative developed with ALTÉRRA. It invests in clean electricity, low-carbon fuels and materials, and carbon markets and removal, and screens each deal for greenhouse gas abatement. Its portfolio has included Form Energy, Intersect Power, Monolith and Nextracker.
Milestones
- 2022-04 Closed first Rise Climate fund at its $7.3B hard cap
- 2026-10 Final close of Rise Climate II and the Global South Initiative at $10.4B combined
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Anthropocene Ventures
Fund · Venture Fund
Anthropocene Ventures is an early-stage venture firm that backs pre-seed through Series A climate and deep tech companies built on hard science and novel engineering. It typically writes checks of a few hundred thousand to a few million dollars and prefers to lead. Its portfolio targets technologies that reduce humanity's environmental footprint, including ocean health, agriculture and frontier hardware.
Milestones
- 2021 Anthropocene Fund I formed
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Steelhead Composites
Company · Energy
Steelhead Composites makes lightweight composite-overwrapped pressure vessels and modular storage systems for hydrogen, compressed natural gas and aerospace applications. Its tanks are used to store and transport compressed gas for vehicles, fueling and industrial customers. Affordable, lightweight hydrogen storage is a prerequisite for using hydrogen in place of fossil fuels in transport and industry.
Milestones
- 2018 Management buyout led by founder Andrew Coors
- 2024-08 Raised a $15M round to expand hydrogen storage manufacturing in Colorado
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AI House Capital
Fund · Venture Fund
The venture fund of AI House, the Seattle incubator formerly called AI2 Incubator, which spun out of the Allen Institute for AI. The fund invests in the AI-first startups the incubator builds, at the pre-seed and seed stage. Fund II raised $30M in 2023 and Fund III raised about $80M in 2025.
Milestones
- 2023 Raised $30M Fund II
- 2025 Closed an $80M Fund III
- 2026-06 AI2 Incubator rebranded as AI House
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UrbanX Renewables Group
Company · Energy
UrbanX converts low-grade waste fats, including used cooking oil and grease trap waste, into a renewable crude it sells as CleanStock, which can be refined into renewable diesel, jet fuel and other products. It has collected used oil from restaurants and kitchens across Southern California. Turning waste grease into drop-in fuel displaces petroleum diesel and keeps that waste out of landfills and sewers.
Milestones
- 2016 Named to Fortune's Inner City 100 list
- 2021-06 Signed front-end engineering design contract with Hyundai Engineering for a planned 5,300 barrel-per-day renewable diesel plant near Bakersfield
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BlocPower
Company · Buildings & Efficiency
BlocPower plans, finances and manages energy upgrades for homes and multifamily and community buildings, replacing fossil-fuel heating and equipment with efficient electric systems. It focuses on underserved urban neighborhoods and has signed citywide electrification programs with municipalities such as Ithaca, New York. Buildings are a large source of emissions, and BlocPower's financing model lowers the upfront cost barrier for owners who would otherwise keep gas and oil equipment.
Milestones
- 2023-03 Raised over $150M: about $25M equity led by VoLo Earth and $130M debt led by Goldman Sachs
- 2024-09 Founder Donnel Baird stepped down; Hanan Levin and Brian Lindsey named co-CEOs
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VoLo Earth Ventures
Fund · Venture Fund
VoLo Earth Ventures is an early-stage climate tech venture firm investing in energy, mobility, buildings and industrial decarbonization. It pairs investment decisions with quantitative techno-economic and carbon-impact modeling of each company. The firm was anchored by Voloridge Investment Management and manages two funds.
Milestones
- 2022-11 Closed inaugural fund at about $90M, nearly double its target
- 2023-03 Led BlocPower's Series B equity round
- 2025-09 Closed $135M Fund II
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Nitricity
Company · Food & Agriculture
Nitricity makes organic nitrogen fertilizer from air, water, renewable electricity and almond shells. The Stanford spinout sells to organic growers and is building its first commercial plant in Delhi, California. Conventional nitrogen fertilizer depends on natural gas, so electrified production cuts emissions from one of agriculture's largest inputs.
Milestones
- 2022-10 Raised $20M Series A led by Khosla Ventures and Fine Structure Ventures
- 2025-09 Raised $50M Series B co-led by World Fund and Khosla Ventures
- 2025 Broke ground on first commercial facility in Delhi, CA
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Photon Marine
Company · Transportation
Photon Marine builds high-power electric outboard motors, batteries and fleet software for commercial workboats. Its P300 outboard is rated at 300 horsepower peak and is offered on vessels from builders such as Silverback Marine. Electrifying small commercial vessels removes diesel and gasoline emissions and noise from ports and waterways.
Milestones
- 2024 New York Power Authority began testing Photon outboards under a two-year lease
- 2025-07 Eight Silverback workboat configurations with Photon motors approved for California's CORE voucher program, the first electric outboards included
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Beyond Aero
Company · Transportation
Beyond Aero is developing BYA-1, a hydrogen-electric business aircraft with a planned range of more than 800 nautical miles. The company builds and tests its own hydrogen fuel cell powertrain. Hydrogen-electric propulsion would eliminate in-flight CO2 emissions from regional business travel.
Milestones
- 2024 Flew France's first crewed fully hydrogen-electric flight
- 2024-10 Raised $20M Series A led by Giant Ventures and Bpifrance, bringing total capital to $44M
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Future Fields
Company · Food & Agriculture
Future Fields engineers fruit flies to produce recombinant proteins, replacing the steel bioreactors normally used to grow them. Its EntoEngine platform makes growth factors and other proteins for cultivated meat, medical research and biopharma with less energy, water and land than conventional fermentation.
Milestones
- 2020 Y Combinator S20
- 2023-02 Raised an $11.2M seed extension to build a production facility in Edmonton
- 2026-09 Closed an oversubscribed Series A
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Zero Carbon Capital
Fund · Venture Fund
Zero Carbon Capital is a London-based venture firm that makes pre-seed and seed investments in European science-based decarbonization startups. Its portfolio includes companies working on fuels, fertilizer, materials and carbon capture. It focuses on founders commercializing research in sectors that are hard to decarbonize.
Milestones
- 2020 Launched first fund, backing seven UK decarbonization startups
- 2024-05 Closed a £20M fund for European pre-seed and seed climate startups
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E8 Annual Fund
Fund · Venture Fund
The E8 Annual Fund is a pooled fund for E8 Angels members that invests in about 15 pre-seed and seed climate tech companies each year, all incorporated in the US or Canada. Its portfolio spans energy generation, energy storage, advanced materials and buildings, with a focus on technologies that can cut emissions at scale.
Milestones
- 2025 First vintage invested in 15 climate companies
- 2026 Second vintage raised more than $2M
- 2026-12 2027 vintage opens to members
No investments match.