What we do
Who We Are
We identify and invest in the most attractive early stage companies that are developing the enabling technologies that will make the new wave of physical and digital infrastructure projects more resilient, advancing both national security and economic competitiveness.
Why Now?
The world's physical infrastructure is being rebuilt around intelligent systems — where energy, compute, automation, and data converge. We invest in the enabling technologies at the core of this transformation: the companies making infrastructure smarter, more efficient, and more resilient.
The Fourth Industrial Revolution
Energy
Core foundation
Data
Proprietary collection
Networking
Communications
Intelligence
Decision Systems
Autonomy
Self-managing ops
Security
Capital