Thesis-driven investing—think, build, measure, repeat
We invest in and often start companies, taking a concentrated, active position in the typical company. We’re looking for big ideas, real revenues, and a clear path to profitability. The first two companies we started reached more than $50 million in forward revenues in less than 18 months.
BTU Arbitrage: Offset dirty, expensive diesel with cheap, clean methane
We co-founded AMP Americas in 2011. AMP is a leader in the transition to methane as a transportation fuel. AMP developed the first project in the US to use methane from an on-farm anaerobic digester as a transportation fuel.
Big Utility Killer: Utilities are at risk from deregulation
We co-founded energy.me in 2011. Since then, we have become one of the fastest growing retail suppliers in the country with forward booked revenues of more than $100 million in less then 18 months.