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We back breakout technology companies

Across next-generation energy, industrial and digital infrastructure in the sectors most critical to global growth

The infrastructure technology supercycle

The global economy is undergoing a supercycle of investment across the core infrastructure stack as legacy sectors are transformed with technology, and new sectors like AI and space are rapidly emerging. Activate invests in technology companies at the center of global economic disruption—starting with energy and power and extending across all core infrastructure and industrial markets as we rebuild the physical-digital scaffolding of the 21st century. Our lens puts a sustainable, resilient future at the center of our approach.

Specialized expertise built around deep partnership

Activate is a highly specialized investor that brings deep knowledge of our markets both as operators and capital allocators, with over 130 years of collective experience. We partner closely with our companies to support their growth and have a proven history of scaling large businesses.

Transforming global markets

Our portfolio anchors on ambitious founders building transformational companies of scale.

150 +

businesses and governments empowered to drive climate adaptation at scale with Tomorrow.io's weather and climate security platform

40M

airline passengers kept safe from weather impacts annually via Tomorrow.io’s platform

2,500 +

CBP agents using Altana daily

$300M +

average duty savings identified for importers

11B Cf

natural gas flaring avoided

1.4M MT CO2e

GHG emissions reduced

We're partners for good

“The relationship with Activate has been fantastic. We were fortunate to have Activate join our ranks during our Series B in 2017, and the contributions and connections they’ve made have been invaluable. They’ve been fantastic guides through our journey.”

Edgard Capdevielle, CEO, Nozomi Networks