Energy Impact Partners built a venture firm around a stubborn fact: energy startups do not scale on capital alone. Its coalition model puts the utilities and industrial companies that might buy, test and deploy new technology inside the investment platform.
Energy Capital Ventures built a narrow venture thesis around an unfashionable premise: decarbonization will have to work with existing gas infrastructure, not merely wish it away. Now data centers, industrial demand and a portfolio of strange machines are putting that bet to work.