Funding the Future

Activate invests in early market leaders whose technologies are fundamentally transforming the industrial economy.

Our Approach


The world is undergoing transformational changes which are placing unprecedented stress on the cities and infrastructure we share. Scarce resources, urban density and fundamental shifts in how energy is generated and consumed are creating new economic and social challenges for the global community – and for individual communities across the globe.

Our approach begins with a deep understanding of the mega-trends shaping the future of industrial economies and follows by identifying the technologies most likely to provide the solutions.

1,000gigawatts

Energy Storage

DERs & DERMS

Wind and Solar

Grid Digitization

Smart Buildings

New renewable energy capacity added in next five years

  • Energy Storage
  • DERs & DERMS
  • Wind and Solar
  • Grid Digitization
  • Smart Buildings

50billion

Big Data & Predictive Analytics

Machine Learning & AI

Device Cyber Security

Cloud Computing

Communications & Connectivity

Devices connected to “Internet of things” by 2020

  • Big Data & Predictive Analytics
  • Machine Learning & AI
  • Device Cyber Security
  • Cloud Computing
  • Communications & Connectivity

66%of people

Smart Cities

Shared Mobility

Supply Chain Localization

On-Demand Services

Percentage of population who will live in cities by 2050

  • Smart Cities
  • Shared Mobility
  • Supply Chain Localization
  • On-Demand Services

70million

EV Charging Infrastructure

Intelligent Vehicles

Batteries & EV to Grid

Electric-Autonomous Convergence

Electric vehicles sold annually by the year 2030

  • EV Charging Infrastructure
  • Intelligent Vehicles
  • Batteries & EV to Grid
  • Electric-Autonomous Convergence

$78trillion

Electrification of Everything

Smart Roads & Parking

Drone Delivery Networks

Building Information Modeling

Asset Cyber Security

Global infrastructure spending over next 10 years

  • Electrification of Everything
  • Smart Roads & Parking
  • Drone Delivery Networks
  • Building Information Modeling
  • Asset Cyber Security

Focused where it matters

Activate is focused on industrial innovation in the sectors that matter most to the future. We apply decades of expertise to back companies enabling transformation within these target markets.

Energy
& Power

Building intelligent networks of clean and distributed infrastructure while facilitating more efficient consumption through smarter management of built environments.

Transportation
& Mobility

Enabling the intelligent and frictionless movement of people and goods across cities and supply-chains.

Industrial IT
& Systems

Reimagining industrial environments, processes and systems to be intelligent, efficient, automated and safe.

Proven technology at inflection point

Activate invests in companies with proven technology situated at a commercial inflection point. We target early market leaders with a differentiated approach to solving a fundamental market problem for their customers.

Flexible capital for transformative growth

Activate provides flexible equity solutions that allow companies to maximize their growth potential. We operate as partners first and find entrepreneurs with the shared ambition to build category defining companies of scale and impact.

This is us


Founders.
Operators.
Investors.

We have more than 80 years of collective experience and know what it takes to build and scale category defining companies.

Our Team