Ideas from across Galvanize, developments from our portfolio, and perspectives on the technologies and markets shaping the new economy. |
How the ESG Retreat Made Galvanize’s Decarbonization Bet More ConvincingPensions & Investments examines how rising energy costs and the retreat from ESG have reinforced the investment case behind Galvanize Real Estate’s profitable decarbonization strategy. Read the article Correction: A portion of Galvanize Real Estate’s long-term compensation is at risk and may be reduced if the portfolio falls short of its net zero decarbonization goals after the first 3 years.
How Capital Drives Execution: A Conversation with GalvanizeIn a new conversation with Galvanize Global Equities, The Russell Family Foundation explores how investing in companies advancing efficiency, electrification, and industrial transformation can deliver both long-term value and climate impact. Read the article |
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Venture & Growth Portfolio News |
Across our portfolio, companies continue to scale technologies supporting electrification, resilient infrastructure, and data-driven decision-making: - Ascend Analytics now optimizes more than 5.2 GW of operating battery storage through its SmartBidder™ platform, making it the largest independent bid-optimization provider in the U.S. battery-storage market.
- Fervo Energy signed a 396 MW power purchase agreement with Google for enhanced geothermal power from Cape Station in Utah — the largest EGS agreement to date.
- Muon Space raised a $250 million Series C to expand production of its dual-use spacecraft platforms and large-scale constellations.
- Octopus Energy acquired Danish algorithmic power-trading startup BD Energy to expand its electricity-trading capabilities and global reach.
- Quilt launched the first remote diagnostics system for ductless heat pumps and reported that monthly installations grew more than fivefold during the first half of 2026.
- WindBorne Systems raised $37 million to expand its sensing network and advance WeatherMesh, its AI forecasting platform.
- X-energy began the next phase of construction on its advanced nuclear fuel fabrication facility, designed to produce enough TRISO-X fuel annually for up to 11 Xe-100 reactors.
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Disclaimers This material is provided for informational purposes only and reflects the views of the author as of the date of publication. It does not constitute investment advice, or an offer to sell or a solicitation of an offer to purchase, any security. Nothing herein should be construed as a recommendation, representation of suitability or endorsement of any particular security or investment. References to specific companies are illustrative and not necessarily indicative of current or future holdings. Statements contained herein are based on current expectations, estimates, projections, opinions and beliefs of the author on the date hereof. Additionally, some of the matters discussed here include forward-looking statements. Such statements involve known and unknown risks and uncertainties, and undue reliance should not be placed thereon. Forward-looking statements are subject to a number of risks and uncertainties, some of which are beyond the control of Galvanize. Actual results, performance, prospects or opportunities could differ materially from those expressed in or implied by the forward-looking statements. Additional risks of which Galvanize is not currently aware also could cause actual results to differ. In light of these risks, uncertainties and assumptions, prospective investors should not place undue reliance on any forward-looking statements. The forward-looking events discussed may not occur. Galvanize undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Certain of the information contained herein is from third-party sources. While Galvanize believes such sources to be reliable, neither Galvanize nor the author have updated any such information through the date hereof or undertaken any independent review of such information. Galvanize does not make any representation or warranty, express or implied, with respect to the fairness, correctness, accuracy, reasonableness or completeness of any of the information contained herein (including but not limited to economic, market or other information obtained from third parties), and it expressly disclaims any responsibility or liability therefore. |
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