Emerald Technology Ventures

🤖 Can AI crack the code of materials? Register for our upcoming webinar to find out: https://lnkd.in/eeJWhYPq Fredric Petit & Aline Rotzetter will will examine materials informatics at the intersection of physics-based simulation, artificial intelligence and automated experimentation. 🧪 We will explore what these technologies can genuinely accelerate and where the industry still faces fundamental constraints, from the limitations of simulation to the scarcity of high-quality experimental data and the challenge of moving from digital prediction to physical validation. 💲 For investors, the central question is not whether AI will change materials development, but where defensible value will accrue. We will compare the emerging business models, from software and simulation providers to experimental-data enablers, materials-IP owners and self-driving laboratories, and examine their respective moats, capital requirements, scalability and paths to revenue. 🎯 The result will be a clear-eyed investment perspective on where the opportunities are becoming real, where the hype is running ahead of the science, and which parts of the materials-informatics stack merit closer attention today. 👉 Register now: https://lnkd.in/eeJWhYPq

📢 New portfolio company: Switched Source Inc.! Emerald has joined a funding round of over $17M to help Switched Source expand deployment of technology that unlocks capacity in existing electricity grids. 🔍 Why it matters: Electricity demand is growing faster than utilities can upgrade their networks. Switched Source’s Phase-EQ technology automatically balances power across distribution circuits, helping utilities serve more demand with the infrastructure they already have. Field deployments have demonstrated 10–25% increases in load-serving capacity, with typical deployment timelines of 14–20 weeks. ✅ Our take: Some of the grid capacity we urgently need is already there - if we can use it more effectively. Switched Source combines proven technology with a practical understanding of how utilities operate and make investment decisions. That offers a compelling route to supporting electrification while keeping reliability and affordability at the center. 🙌 We’re looking forward to working with Charles Murray, P.E. and the entire Switched Source team as they scale deployments across North America. 👉 Read more: https://lnkd.in/eW3J6brE With: Frank Balas | Alex Nardi I Lindsay Hamilton, CPA, CA I Cubit Capital | ABB | Red Cedar Ventures | Southern States LLC | Southwire Company

🤖 Can you imagine a time when robots become boring? 👇 Mehran Zaker reflects on what working with Japanese corporates has taught him about turning promising technology into everyday industrial reality. From autonomous deliveries to maritime AI, read why the real work begins after the excitement subsides, and why successful partnerships need both patience and (sometimes) awkward questions.

🌡️ 💲 By 2050, the cumulative physical costs of climate change to businesses could reach an estimated $25 trillion. But climate change will not appear as a line item labelled “climate risk.” It will appear as lost revenue, higher operating costs, damaged assets and additional capital expenditure. Valuable climate technologies will not only be those with a strong climate narrative, but also those that prevent a factory from stopping, protect a critical asset, reduce exposure to scarce resources or help a business adapt before disruption becomes expensive. At our last Investor Forum, Gina Domanig explored why companies are increasingly examining climate change through an economic lens. 👉 This week, we will continue the conversation at the next Investor Forum and European Venture Fair: https://lnkd.in/e8USWBRG

⏳ In the current climate, what is a CEO’s greatest risk? 👇 Charles Vaslet argues that it is finding a growth path before the CEO innovation clock runs out. Read more to see why CEOs must find a reliable mechanism quickly for turning emerging technologies into a corporate priority.

💧 Water has become more than an ESG topic. Scarcity, extreme weather, and tightening regulation are translating into higher input costs, disrupted production and limits on where and how companies can grow. An important investment question: ❓ Does this technology solve a water problem and/or protect something the customer cannot afford to lose? Durable value is likely to sit with companies that can demonstrate measurable performance in real industrial environments: reducing freshwater consumption, enabling reuse, detecting losses and embedding better water decisions into mission-critical operations. At our last Investor Forum, Clayton MacDougald explored why corporate water risk is becoming a business-execution issue and where technologies capable of cutting industrial freshwater use could create significant value. 👉 Next week, we will continue the conversation at our next Investor Forum and the European Venture Fair: https://lnkd.in/e8USWBRG Join us!