Building the
portfolio of the
next generation.
Our portfolio is assembled around six conviction themes. Below are the investment theses guiding our current origination. Portfolio companies are disclosed as transactions are publicly announced.
Grid-scale storage platform
Firming capacity for high-renewable grids.
Transmission & interconnection
Unlocking stranded renewable capacity.
Fleet life-extension partnerships
Clean firm megawatts at the lowest cost.
Fuel-cycle capacity
Secure conversion and enrichment supply.
Powered AI campuses
Data centres co-located with clean baseload.
Liquid cooling systems
Enabling next-generation compute density.
Vertical software platforms
Proprietary data, rebuilt around agents.
Tech-enabled services
Transforming margins and quality with AI.
Battery materials recycling
Closing the loop on critical metals.
Industrial water reuse
Resilient water for industry and compute.
Construction financing
Senior capital for contracted infrastructure.
Transition-linked facilities
Pricing tied to verified outcomes.
Partner with
Blacksaila.
We partner with exceptional founders, management teams and developers. Beyond capital, we bring an integrated platform across energy, digital and agentic operations — and the patience to build for the long term.
Submit an OpportunityLet’s build what
endures.
Partner with us as an investor, a founder, or a member of our team.