Energy Transition Investors
 
 

Asset management for the energy transition. 

$65M INVESTED ACROSS 23 DEEP-TECH STARTUPS SINCE 2016 THAT HAVE CREATED OVER $11B IN SHAREHOLDER VALUE

 
 
 
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Capella deploys funds into groundbreaking energy technology companies, then accelerates those investments with an industry-leading platform.

 
 
 

We are experienced capital allocators and technology entrepreneurs, partnering with established companies to fund and grow solutions for a sustainable energy transition.

Partnership:

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Mustafa Dafalla
Mustafa Dafalla

Partner

(MIT, Civil and Environmental Engineering) 15 years of global operations and management consulting across three continents. Developed national transformation strategy for the office of the Sudanese Prime Minister Abdalla Hamdok, and national food security strategy for the Minister of Agriculture of a large gulf nation. Davis Projects for Peace award recipient. Contributed to research on malaria reduction in Africa, a study that has been cited over 50 times.

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Jourdan Urbach
Jourdan Urbach

Managing Partner

(Yale University, Complex Systems) Helped build McKinsey New Ventures, making 45 investments >$500k each. Former CTO & R&D lead, and neuroscience researcher at Harvard Med & MIT’s Broad Institute.

LinkedIn

Romi Kadri
Romi Kadri

Managing Partner

(MIT, Mechanical Engineering) Holds 40+ granted patents, $100M+ venture investing experience, former Rolls-Royce engineer, led innovation at SONOS - a $1B+ electronics company, and led TAE Power Solutions from 3 to 200 employees and a mid-9-figure valuation.

LinkedIn

Jonathan Lang
Jonathan Lang

Partner, Intellectual Property

(UC Santa Barbara, PhD Electrical Engineering) Led intellectual property at SONOS as employee #7, building a portfolio of 1500+ patents that has protected $billions of value in suits won against Denon and Google.

LinkedIn

Team:

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Michael Austin
Michael Austin

Investor Relations

(University of Iowa, Business Administration) 20years experience advising private clients on public and private fund placements.

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Danny Kaftori
Danny Kaftori

R&D Lead, Hydrogen

(UC Santa Barbara, PhD Chemical Engineering) Pioneer of solar thermal industry. Business development at General Electric. Prolific inventor.

LinkedIn

 
 
 
 
 
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Our capital partners are pre-eminent leaders in energy products and services.

 

Jericho Energy Ventures invests up and down the hydrogen value chain to unlock industrial and commercial use cases. From zero emissions boilers to novel electrolyzer chemistry, Jericho believes in a future where H2 replaces CH4.

Learn more at jerichoenergyventures.com.

Carter Machinery Logo

Carter Machinery is one of the world’s largest dealers of power generation equipment and heavy machinery, investing in clean energy solutions for base-load power generation, low-emission data centers, and distributed energy.

Learn more at cartermachinery.com.

Eagle Road Oil

Eagle Road Oil is a publicly traded upstream portfolio in Oklahoma, committed to oilfield decarbonization. ERO believes oil and gas are not the only natural resources capable of bringing value to shareholders and their local economy.

Learn more at eagleroadoil.com

 
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 We co-invest with the most forward-thinking funds in venture capital and private equity.

 
 
 
 

Our full-lifecyle investment process is tailored to each capital partner.

 

Portfolio Strategy

Each capital partner we work with has a unique set of business priorities and acceleration advantages which drive our approach to investing together. Strategies range in stage from seed to pre-IPO and in space from base load power to electric mobility.

Comprehensive Due Diligence

We treat DD as the beating heart of early stage investment, not an exercise in box checking. Our process is a comprehensive deep-dive led by subject matter experts in every technical and commercial discipline that each venture touches.

Pipeline Development

Quality dealflow is a deterministic factor in portfolio performance. We integrate your inbound with deals from our trusted co-investors and directed outreach in order to assemble a venture-quality pipeline from which to downselect.

Negotiation & Structuring

Private market dealmaking is getting more complex. We help our partners navigate the jungle of terms, instruments, and vehicles needed to make principled and sophisticated investment decisions that address their unique strategic objectives.

Acceleration THROUGH Realization

Our investment process doesn’t end when a check is cut. It accelerates. Active participation maximally leverages each capital partner’s unique acceleration advantage. When we can’t find the services our founders need, we build them ourselves, from day one through realization of our investment objectives.

 
 
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We manage the three core assets of the energy transition

Capella is not a typical asset manager. We manage capital together with the technology and infrastructure assets that we purchase. This integrated approach to asset management allows us to deliver exceptional results for our partners navigating the energy transition.

Our approach is simple. We deploy our partners’ capital into carefully-selected technology and infrastructure assets that directly address each partner’s unique financial and strategic objectives. We then manage and accelerate every position to realize those objectives by leveraging the combined power of Capella’s and our clients’ capabilities to ensure commercial validation, strong financial performance, and appreciation of assets.

Capital, Technology, and Infrastructure - the three core assets of The Energy Transition, managed by Capella Partners, LLC
 
 
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Capital
Capital

Capital must be managed with great care, particularly as investors move from the mature landscape of oil & gas assets to the burgeoning world of clean energy. There are an abundance of clean energy opportunities in a market that’s moving ever-faster, with valuations often based on demand rather than fundamentals. As a result, investors can struggle to separate what’s real from what isn’t. As seasoned venture capitalists, we are no strangers to such market dynamics. We navigate these waters with a tested and consistent process: making decisions from fundamental analysis and first-principles.

Technology
Technology

Technologies are the toolset for the energy transition, and the form factor of technology assets is intellectual property that protects the value of products and services. Our in-house IP experts have built, commercialized, and asserted two of the most powerful patent portfolios in existence (Sonos and TAE), creating tens of billions of dollars of direct value. We manage technology assets that deliver viable solutions for the energy transition and strong techno-economic fundamentals, and we manage the corresponding IP to protect shareholder value.

Infrastructure
Infrastructure

Infrastructure is where the rubber meets the road. Realizing the energy transition requires that clean energy solutions compete at scale against their hydrocarbon equivalents. Our central KPI for benchmarking clean energy solutions against each other and hydrocarbons is Levelized Cost (“LCOx”), where x is the commodity we are providing, such as electricity, hydrogen, storage, or heat. Our techno-economic analysis of infrastructure projects and the technologies that enable them is conducted by subject-matter experts with deep knowledge of best-practices and market alternatives.

 
“We cannot solve our problems with the same thinking we used when we created them.”
— Albert Einstein
 
 
 
 
 
 

Are you the founder of a company attacking the energy transition? Is your business investing in the future of energy? We want to hear from you - drop us a line below.

 
 
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