We put founders at the center of our work.

Earthshot Ventures was early to AI, not as a trend, but as a foundational capability reshaping the economy.

Today, more than 70% of our active portfolio companies have AI at the core of their product. That includes enabling technologies that power next-generation data center infrastructure, innovations that dramatically improve energy efficiency, and AI-native applications built by founders who have deep expertise in their vertical.

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We believe AI is not just a software layer, it is a systems-level unlock for productivity and resource conservation. By backing these companies early, we can extend our global network of investors, customers, and talent to help founders move faster.

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From our very first check, Earthshot has viewed AI as the platform shift that will drive the biggest venture capital returns for the next several decades.

Today, more than 70% of our active portfolio companies have AI at the core of their products -  companies that are: 

Solving the data center energy puzzle with clean, firm power that doesn’t raise costs for ratepayers,

making AI computing higher performing and more energy efficient, & 

building AI-native vertical applications to reinvent the biggest industries on earth

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Today, more than 70% of our active portfolio companies have AI at the core of their products -  companies that are: 

Investments

Aquabyte
Food Systems
Series B
Exited
Website
Press
->
Co-investors:
NEA, Softbank, The Nature Conservancy, Costanoa
Atana Elements
AI / Critical Minerals
Seed
Active
Website
Press
->
Co-investors:
Ceramic AI
AI / Efficiency
Seed
Active
Website
Press
->
Co-investors:
NEA, Samsung, IBM, Alumni Ventures
Cloover
Energy
Series A
Active
Website
Press
->
Co-investors:
Lowercarbon Capital, Bosch Ventures
Cowboy Space
AI / Energy
Series B
Active
Website
Press
->
Co-investors:
Derapi
AI / Energy
Pre-Seed
Active
Website
Press
->
Co-investors:
Emerson Collective, Union Labs, Ubiquity Ventures, SIG, WovenEarth
EarthOptics
Food Systems
Series B
Active
Website
Press
->
Co-investors:
Conti Ventures, Founders Fund, Valor Equity Partners, Bayer, Shell
Emerald AI
AI / Energy
Seed-1
Active
Website
Press
->
Co-investors:
NVIDIA, CRV, Radical Ventures, Salesforce, National Grid, Lowercarbon
Etched
AI / Energy
Series A
Active
Website
Press
->
Co-investors:
Positive Sum, Primary Venture Partners, Soma Capital
Hubble Network
Space
Series B
Active
Website
Press
->
Co-investors:
Swagar Capital, Y Combinator, Pioneer Fund
Kanin Energy
Industrial Decarbonization
Seed
Active
Website
Press
->
Co-investors:
Wollemi, Keiki Capital, WovenEarth
Klim
Regenerative Agriculture
Series A
Active
Website
Press
->
Co-investors:
PNB Paribas, Ponderosa Ventures, Agfunder, Elemental Impact
KoBold Metals
AI / Critical Minerals
Series B
Active
Website
Press
->
Co-investors:
T. Rowe Price, a16z, Breakthrough Energy Ventures, Equinor, Standard
Lilac Solutions
Critical Minerals
Series B
Active
Website
Press
->
Co-investors:
T. Rowe Price, Breakthrough Energy Ventures, Lowercarbon, WovenEarth
Mariana Minerals
Critical Minerals
Series A
Active
Website
Press
->
Co-investors:
a16z, BEV, Khosla Ventures
Mitra Chem
Battery Technology
Series A
Active
Website
Press
->
Co-investors:
GM Ventures, Social Capital, Fontinalis, WovenEarth
MOLG
Robotics
Series A
Active
Website
Press
->
Co-investors:
Closed Loop, Amazon, New System Ventures, HSBC, ABB, Microsoft, Elemental Impact
Noteworthy AI
Energy Infrastructure
Seed
Active
Website
Press
->
Co-investors:
Keiki Capital, Techstars, C2 Ventures, Avesta Fund, City Light Capital
Parade
Logistics
Note
Exited
Website
Press
->
Co-investors:
i Squared Capital, Menlo Ventures
Planet FWD
Food Systems
Seed
Active
Website
Press
->
Co-investors:
Congruent, Precursor, Emerson Collective, Elemental Impact
Sunstone Credit
Energy
Series A
Active
Website
Press
->
Co-investors:
Greenbacker, Grotech Ventures, Cross River Digital Ventures
SuperCircle
Circular Economy
Seed
Active
Website
Press
->
Co-investors:
Foundry, Ulu Ventures, BBG, Wireframe, Elemental Impact, Radicle Impact
Toucan Protocol
Carbon Market
Note + Warrant
Exited
Website
Press
->
Co-investors:
Union Square Ventures, Obvious Ventures, MCJ Collective, IDEO CoLab
Tread Technologies
Logistics
Series A-2
Active
Website
Press
->
Co-investors:
Crosslink Capital, Techstars, Ridgeline Ventures, FJ Labs, Real Ventures
Unlimited Industries
AI / EPC
Seed
Active
Website
Press
->
Co-investors:
Andreessen Horowitz, CIV
Vaulted Deep
Carbon Removal
Seed
Active
Website
Press
->
Co-investors:
Prelude, Lowercarbon Capital, Collaborative Fund, WovenEarth
Vibrant Planet
Wildfire
Seed
Active
Website
Press
->
Co-investors:
Ecosystem Integrity Fund, Grantham, Elemental Impact

Recent
Investments

Aquabyte
Food Systems
->
Series B
Exited
Website
Press
Atana Elements
AI / Critical Minerals
->
Seed
Active
Website
Press
Ceramic AI
AI / Efficiency
->
Seed
Active
Website
Press
Cloover
Energy
->
Series A
Active
Website
Press
Cowboy Space
AI / Energy
->
Series B
Active
Website
Press
Derapi
AI / Energy
->
Pre-Seed
Active
Website
Press
EarthOptics
Food Systems
->
Series B
Active
Website
Press
Emerald AI
AI / Energy
->
Seed-1
Active
Website
Press
Etched
AI / Energy
->
Series A
Active
Website
Press
Hubble Network
Space
->
Series B
Active
Website
Press
Kanin Energy
Industrial Decarbonization
->
Seed
Active
Website
Press
Klim
Regenerative Agriculture
->
Series A
Active
Website
Press
KoBold Metals
AI / Critical Minerals
->
Series B
Active
Website
Press
Lilac Solutions
Critical Minerals
->
Series B
Active
Website
Press
Mariana Minerals
Critical Minerals
->
Series A
Active
Website
Press
Mitra Chem
Battery Technology
->
Series A
Active
Website
Press
MOLG
Robotics
->
Series A
Active
Website
Press
Noteworthy AI
Energy Infrastructure
->
Seed
Active
Website
Press
Parade
Logistics
->
Note
Exited
Website
Press
Planet FWD
Food Systems
->
Seed
Active
Website
Press
Sunstone Credit
Energy
->
Series A
Active
Website
Press
SuperCircle
Circular Economy
->
Seed
Active
Website
Press
Toucan Protocol
Carbon Market
->
Note + Warrant
Exited
Website
Press
Tread Technologies
Logistics
->
Series A-2
Active
Website
Press
Unlimited Industries
AI / EPC
->
Seed
Active
Website
Press
Vaulted Deep
Carbon Removal
->
Seed
Active
Website
Press
Vibrant Planet
Wildfire
->
Seed
Active
Website
Press