Reports Patricia Wexler Reports Patricia Wexler

Q4 2025

Fund overview, portfolio updates showing strong performance against benchmarks, new investments in Realta Fusion and Dig Energy, and upcoming closings for PLCs.ai and an electric vehicle company.

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Letters Smarty Avila Letters Smarty Avila

H2 2025

Technology/energy markets update, H2 outlook themes, take on renewables pushback, new investments, and firm/portfolio updates.

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Reports Patricia Wexler Reports Patricia Wexler

Q2 2025

Fund overview, portfolio updates, new investment in Realta Fusion and a follow-on investment in Legend

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Letters Patricia Wexler Letters Patricia Wexler

Q2 2025

Technology+energy markets update / themes shaping our H2 outlook / our take on the irrational pushback on renewables / new investments / firm and portfolio updates

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Letters Patricia Wexler Letters Patricia Wexler

Q1 2025

Navigating volatility with first principles / why early-stage venture is compelling now / AI beyond the hype / new investment / key portfolio and firm updates

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