Invest with Ramez Naam
Deals Last 12 Months
Unique LPs have invested
Note from Ramez Naam
Clean energy technology is now disruptive to existing energy markets. The price of cleantech is plunging, and will continue to plunge, following a pattern familiar to those working with digital tech. The more scale they achieve, the cheaper they'll become, as the industry plows funds back into explicit R&D and learns lessons through execution. These disruptive technologies are now almost certain to power a multi-trillion dollar transition of the energy system away from fossil fuels. Yet investing in them is tricky. How do you invest in startups in an area where prices keep plunging? I look for investments that have one or more of the following: 1. Network effects or business model innovations that generate high value. 2. The application of software, IoT, and other digital tech to clean energy. 3. Unique, game-changing IP that's hard to compete with. 4. Extremely scalable, capital-efficient business models. In my role as co-chair of the Energy & Environment program at Singularity University, and through my five books and widely read blog posts on energy technology, I see a great many startups doing innovative things in the cleantech space. It's from that pool that I select potential investments.
I'll syndicate all deals in which I'm able to obtain a significant allocation for my syndicate.