AUGUST 2026 UPDATES

FUND III

Confirmed partnerships with development groups and a municipality to build 10-plex and 5-unit townhomes for rural rentals.

Closed a record number of new architecture firms moving to their paid tier—2X the prior record high and signed their two largest lead generation contracts ever.

Launched a proof of concept AI container library to reduce energy consumption.

Closed a $100K subscription with a major US utility.

Announced a strategic partnership with Burns & McDonnell, a large engineering and construction firm, to build utility-scale solar projects. Completed a record installation day in Michigan with a single machine completing 682 panels in a 12-hour shift.

Opened a new location in Nashville, TN and began heat pump installations.

Reached $600K+ USD in new Q3 bookings.

Secured $1.6 million in additional grant funding from Protein Industries Canada for their project in collaboration with Phytokana Ingredients, and TTM revenue surpassed $1.2 million.

Expanded an existing customer by 25% and converted a trial to a full contract.

Began modifying their product to function on public frequency bands in preparation for an upcoming trial with a major Canadian network operator.

In final steps to complete the pilot facility geothermal loop and initial heat test results.

Completed 15 flights in Idaho and treated 155 storm cells, reducing lightning strikes by 67%. This is the second season they produced the same result across three regions in Canada and the US.

Exceeded all success metrics in first phase deployments at the largest East Coast and West Coast IOUs, moving into scaled production.

Closed a 5000 bike, 12 month supply deal with fleet operator M KOPA.

FUND II

Grew ARR +50% in the past 6 months and doubled their pipeline, driven by their recently released AI Agronomist that is cutting scientific analysis time by 160X.

Completed the build-out of their new Oklahoma facility, ready for September processing.

Closed a master services agreement with Guckenheimer, the last of the four major food service partners to sign.

Received their first term sheet to finance their first commercial battery system in Ontario.

Received a $300K USD inbound order.

Delivered a 3rd dispenser to southern California, with a 4th following later this month, to expand what was already one of the largest hydrogen stations in North America.

Launched a new 299 kW solar project at Feather River Crossings in Oroville, CA.

Completed several successful technical validations with automotive, footwear and industrial customers. Completed a POV and began contracting Hoka athletic footwear.

Launched a new battery-VPP financing business targeting an initial pilot in the Connecticut Energy Storage Solutions program.

Launched reports for solar generation sites following the success of their data center intelligence.

Successfully completed technical due diligence with a large commercial partner looking to integrate.

Renewed partnership with Denim City, anchoring Tengiva commercial infrastructure for 85% of Brazil's denim market.

FUND I

Began a paid feasibility study for a major pharmaceuticals company that opens a new market and direct sales opportunity.

Held stakeholder meetings in Georgia including Southern Company, SLB, University of Georgia, and Rayonier for DOE-funded carbon storage hub development project. Subsidiary FrostCarbon raised additional $600K in SAFEs.

Announced progress with Legacy Fibers in transforming agricultural hemp byproducts into commercial-grade solutions with new market potential under the Microfactory Venture Platform.

Signed a North American 11 GW renewables portfolio.

Reduced burn by nearly 40% with operational AI improvements.

Signed CVC DIF, the infrastructure arm of a European private markets manager, to a $72K contract.

Debuted their AI-optimized CPG review platform at Forum for Naturals AI Summit in Boulder.

Grew the home EV charger business segment, which launched earlier this year, to $5 million ARR run rate.