OUR THESIS

Sustainability is becoming central to consumer and business decision-making. For fifteen years, we have partnered with high-quality management teams building a more environmentally sound, resource efficient future. These visionary leaders and their disruptive businesses are proving that sustainability is a compelling, rapidly expanding opportunity. One that will drive returns to all stakeholders — investors, employees, customers, suppliers — and the environment.

ENERGY

Reducing CO2 emissions

Producing cleaner alternatives

WATER

Optimizing water use

Improving water quality

Materials

Lightening our footprint, decreasing use of landfills

Sourcing more sustainably

Food + Agriculture

Putting better food on our families’ tables

Growing smarter

WHAT WE LOOK FOR

We are comfortable investing at any stage. We have worked with companies as early as Series A and have majority investments.

We look for established, high-growth companies, typically with $5M+ in revenue that are capital efficient and have a clear path to positive EBITDA.

We seek opportunities to invest $5-15M. We are open to leading a round, partnering, or investing alone.

We collaborate with teams whose values are in line with ours. People who share our belief that sustainability makes business sense. People who will go the extra mile to take care of their teams and be a steward of our natural resources.

OUR VALUE

We are investors, but most importantly, we are partners. We craft intentionally concentrated portfolios, making a limited number of investments, which allows us to meaningfully engage with each of our businesses.

We create value by utilizing all of our resources to help accelerate profitable growth and impact. We are involved at the board level and work directly with management teams on strategic priorities from inception to exit. As a B Corp certified firm, we hold ourselves to the same standards that we expect from our portfolio companies.

We are patient. We do not define a time frame for our investments. Instead, as with all of our actions, we do what is best for the business and its impact.