Everything runs on energy, intelligence & movement.

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Our Latest Investment

Proud to back Regent.

We joined Regent’s $240M Series B — a new category in coastal mobility and defense, leaving the lab.

Coastal Mobility · Defense & Maritime

Electric Seagliders that operate from existing docks and fly in ground effect — opening fast, low-cost coastal routes for people, goods, and defense.

Alongside Founders Fund, AE Ventures, Lockheed Martin Ventures, Mare Liberum, Japan Airlines, DCVC, and Erebor Bank. Read the story →
Investment Thesis

We invest early in the foundational infrastructure of the next era — across energy, intelligence, and movement.

01
Investment needed by 2050 $26T

Energy Infrastructure

Power demand is outrunning supply, and the gap keeps widening — AI, autonomy, and electrification all need more than the grid can give. We back advanced nuclear, next-generation batteries, and distributed power: reliable and abundant at scale.

02
Compute demand growth by 2030 1,000×

Intelligence Infrastructure

Every frontier model rests on a physical layer most never see — advanced compute, classical and quantum, and the data centers and power that feed it. This is the intelligence layer that energy and autonomy increasingly run on. We back the foundational models and the hardware substrate beneath them.

03
Addressable market by 2035 $1.5T

Mobility & Autonomy

How people, goods, and defense assets move — on earth and in space — is being rebuilt: new categories reaching where infrastructure can't, autonomy taking over the hardest environments on earth. We back the platforms moving that world.

We see energy, intelligence, and movement as one system — each breakthrough compounding the next.

ENERGY MOBILITY INTELLIGENCE
Energy ↔ Intelligence

Power is the bottleneck — and AI is the unlock

Compute is gated by electrons, not chips, so the grid caps how far intelligence can scale. And that same compute — increasingly quantum — is how we crack fusion, new battery chemistries, and a smarter grid. Each one pushes the other forward.

Intelligence ↔ Movement

Autonomy is AI, out in the world

Foundation models step out of the data center and into vehicles, drones, and defense systems that sense and act on their own. And every mile they move feeds real-world data back into the models.

Energy ↔ Movement

Everything that moves is going electric

Electrified, autonomous fleets are the grid's fastest-growing demand — and a store of energy in their own right. Movement is now one of the biggest reasons we have to build more power.

None of the three advances on its own. A breakthrough in one compounds across the other two — so the biggest opportunities tend to sit where all three reinforce each other.

How We Invest

Thesis-driven. Deal by deal.

The right company, at the right moment — with the expertise to prove it out ourselves, and the reach to help it win well beyond the capital.

01
Sourcing

Direct to the cap table

We source direct — earning our place on the cap table through real relationships.

02
Inflection Timing

Proven, before consensus

We enter when the technology is de-risked but the market hasn’t repriced it — where the price still lags the progress.

03
The Team

Built to scale and last

The breakthrough is the easy part. We back the rare teams who take frontier technology from proof to production — and scale it into durable businesses the world comes to depend on. Execution and staying power are the whole game.

04
Diligence

Conviction, earned

Deep technical and market diligence, driven by our own operating experience and pressure-tested by an advisory board of domain experts who have lived inside these industries.

05
Valuation

Disciplined entry

We invest at valuations with a clear, defensible path to markup — never paying for hype, always underwriting to the downside.

06
Structuring

The investor’s call

Each opportunity is its own vehicle — our investors choose where they lean in, deal by deal, with full visibility into every term and structure before they commit.

The Team

The people around the table.

A small, deliberate circle — operators and domain experts who pressure-test every thesis and open the rooms that matter. Diligence and access, well beyond the capital.

The Way In

It all comes down to relationships.

It always has. Ours run years deep, earned one relationship at a time — how the best rounds reach us, and how we see them clearly once we're in.

Direct to founders

We stay close to the founders and operators we've known for years — the people building in these categories. That closeness lets us see companies early and know a team deeply, long before a round comes together. When it does, we're already in the conversation, and we stay in it long after the check clears.

Alongside the leads

On the lead side, we're just as deliberate. We build real relationships with the funds who are the true domain experts in energy, intelligence, and autonomy — the ones with the deepest technical judgment and the earliest read on where each category is headed. We come in beside them, right on the cap table, so our investors back a deal with that expertise already behind it, on the same terms as the people who know it best.

Invest with Solène

Conviction, deal by deal.

Our investors choose each opportunity on its own merits.

Every opportunity is structured as its own vehicle — our investors choose their exposure, one deal at a time. They see each company in full, and back only the ones they believe in. We are stage-agnostic, investing alongside the institutional leads who set the terms.

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