Investing in Resilience.
Industrials focused venture capital firm based in NYC.
Portfolio.
Memos.
The Hydrogen Investment Blindspot
Why Valorize Waste Now?
In our interactions with public and private industrial entities, waste valorization, the process of transforming waste materials into valuable products, has become an increasingly common topic of conversation. This is driven by two factors, climate awareness and national security. These two factors are putting a "premium" on technologies
Venture Opportunities in Critical Mineral Volatility
Special shout out to Kara Rodby PhD (Technical Principal @ Volta) whose research at MIT provided the backbone of this thesis. Please let us know if you would like to be connected with her. She is brilliant. — Fund Developments — NY #TechWeek Event: Investing in Resilience with Steel Atlas + AlleyCorp + EIF Thank
The Triad: Our General Framework for Investing
Introduction This memo was supposed to be a simple summary of the reasons behind our biggest investment in 2023 — a $23.2M round into Transmutex, a nuclear infrastructure company. We co-led this round with Albert Wenger from Union Square Ventures with significant participation from At One Ventures (led by Helen
Investing in the Tailwinds of Public-Private Partnerships
Investing in a Supply Chain Resilience Platform
The Resilience Matrix
A Tale of Two Countries & The New Nuclear Future
Lessons Working for Kevin Ryan (The Godfather of NYC Tech)
Building Resilience in a Multipolar World
Portfolio Construction with Earthshots & Moonshots
In our last update (“Sourcing Resilience”), we shared how we identify which sectors to invest in using a quantitative method for assessing total vulnerability to volatility and thus opportunity size. Now, we would like to share more on what we think about portfolio construction and in particular our desire to
Sourcing Resilience
The purpose of Steel Atlas is to invest in the technologies that will enable economic resilience across the value stack. We believe we are living in an increasingly volatile world and therefore the companies deploying resilience-enabling technologies will generate outsized returns. Going forward, each of these updates will provide you