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Industrial Impact®

Investment + Growth + Advisory

We invest in and scale companies transforming industry through    Physical AI.
 
Building a more sustainable, resilient, and autonomous industrial future.
Pitch
Partner
Transform
Energy
Energy

Intelligent Infrastructure
Manufacturing
Manufacturing
Industrial Automation
Supply Chain
Supply Chain
Connected Logistics
Smart Space
Smart Space
Intelligent Buildings

Investment + Growth

Two Engines. One Mission.
Industrial Impact.

210+

Investments

24

Exits

5

Funds

$1B

in Impact

70+

Portfolio Companies

Investment

The Next Generation of Industrial Leaders

Physical AI, IIoT, and Edge Intelligence are transforming how the world powers, makes, and moves.

We invest at the boundary where the physical world becomes digital, spanning sensing, industrial data, AI, secure compute, and the hardware that powers it.

  • PitchBook Top VC Fund Manager (2023 - 2026)
  • 15 years shaping industrial innovation: five funds, one mission
  • Exits to Qualcomm, SAP, Siemens, and Applied Materials
Pitch

Growth

From Pilot to Scaled Impact

Scaling industrial innovation takes more than capital. It requires co-creation, ecosystem reach, and operator expertise.

We work alongside founders and industrial partners at the point where innovation meets deployment, turning pilots into systems that run at scale.

  • Co-Creation at Scale: Aligning founders, corporates, and LPs
  • Operator-Led Execution: Playbooks that deliver adoption
  • Ecosystem Advantage: Rockwell, Advantech, NS Solutions, Semtech
Partner

Physical AI Investments

We invest in innovators building the future of industry

Agtonomy

Aoutonoumous Acrigulture Operations

AICA

AI Force Control

Atym

Edge Orchestration Runtime

Continual

Connected Journey Intelligence

EXIT

Datahow

AI Bioprocess Modeling

Embedor

Structural Health Monitoring

EXIT

EquipmentShare

Connected Fleet Intelligence

EXIT

Fleet

Space-Based Exploration

Freewire

Mobile Energy Storage

EXIT

Foresight

AI Water Prediction

Geli

Distributed Energy Management

EXIT

Highbyte

Industrial DataOps Hub

Kolmostar

Low-Power Precision GNSS

Litmus

Industrial Edge Data

Luffy

Adaptive Industrial Control

MatAlytics

Physics‑Informed Industrial AI

Nanothings

Disposable IoT Sensing

EXIT

Octaipipe

Federated Energy AI

Pulse Industrial

Ultrasonic Steam Monitoring

EXIT

WasteHero

IoT Waste Optimization

EXIT

Milestones:
HQ:
Portfolio

+ Advisory

From Strategy to Industrial Impact

Execution

We help industrial leaders turn strategy into execution across technology, markets and operations. Our practitioners work alongside client teams to deliver measurable business outcomes.

150+ projects delivered for industrial leaders and innovators.

Hands-on execution embedded within client teams.

Industrial operators with venture perspective and enterprise experience.

Strategy tested against adoption, business value and time-to-impact.

Services

We help industrial companies accelerate growth, execute transformation, and create measurable business value.

Digital Growth Strategy: Product and market strategy, connected products, software and AI, roadmaps and monetization.

M&A Strategy and Execution: Acquisition strategy, target assessment, operational and technical diligence, integration and value creation.

Go-to-Market Strategy: Commercial strategy, positioning, pricing, ecosystem development and channel execution.

Fractional Practitioners: Embedded product, data and operations leadership with clear delivery accountability.

Let's Talk

Industrial Impact

For Founders — Submit your Pitch Deck

Pitch

For Investors — Connect with Investor Relations

Partner

For Corporate — Talk to an Advisory Partner

Transform