JANUARY 2026 UPDATES

FUND III

Closed the contract for modular construction of a 6-story, 54 unit building in Brockville, Ontario.

Launched a sales intelligence platform for building product manufacturers and signed the first manufacturer onto the platform.

Secured an additional $50K in non-dilutive funding to accelerate their move into the product-led growth market and expand access to their AI forecasting platform.

Announced their $50 million USD (oversubscribed) Series A led by Eclipse, with 8VC, Activate Capital, Garage Capital and our Fund III.

Closed a major expansion, more than doubling in acreage, with a top 10 Canadian wine grower.

Signed supply agreements with Green Brother Foods and Centennial Foods.

Successfully installed with their first live customer and made progress with potential Tier-1 telecom customers.

Began drilling in Utah and finalized plans for key testing in Q1 and Q2.

Closed a new financing round with details to be released soon.

Announced the results of their work with Southern California Edison, delivering analysis that would otherwise take 30-35 days in under 90 seconds with their AI digital twin.

Added another 130 bikes in operation while adding ~200 pre-paid orders to the waitlist.

FUND II

Signed their first Enterprise Customer for a $275K USD annual contract.

Closed an additional $2 million USD to oversubscribe their Series A2 at $10.5 million.

Launched a record number of customers, including UCSF, Bryn Mawr, Doordash and Accenture.

Closed $200K in new sales.

Shipped the first Puck 2 thermostats.

Launched a personalized AI spending insights in app, alongside full-fledged budgeting tool, as part of their #breakupwithcredit positioning.

Closed their first Canadian order for a hydrogen refueling station, destined for a domestic bus operator.

Signed Walmart as a new customer with King’s rooftop solar installations being a major contributor to their energy retrofit plans.

Closed a 6 month contract with Adidas for their 3D design software—technology that Nike’s team said, “they can’t live without”.

Signed the Residential EV Managed Charging Pilot with LADWP, one of the largest municipal utilities in one of the most EV-rich territories in the US, following an extremely competitive RFP that took 2 years to shape, pull together and close.

New site-level, AI-generated diligence product launched in December showed excellent progress, with 0 churn with existing customers and ~50% reduction in production time/costs.

Announced Jamie O'Rourke as new CEO, who has 20 years experience as President of Sperry Rail, the global leader in railroad infrastructure safety.

Presented to ERCOT’s Large Load Working Group, sharing how AI-driven load smoothing and storage orchestration can enable faster, more reliable datacenter interconnection under growing grid constraints.

Predicting 500% client expansion this year following client engagement with their tools at Colombiatex, Latin America's largest textile trade show.

FUND I

Grew their customer pipeline to $50 million in qualified interest for their industrial wastewater treatment solution and began a multi-national customer expansion.

Finalized a 275+ asset renewal with the largest multifamily apartment operator in the US, and secured a new pilot with a major US investment manager to test Audette’s value-add acquisition analysis.

Hosted an in person kick-off meeting with a hyperscaler partner and large independent power producer to deploy FrostCC® cryogenic carbon capture technology at one of the IPP’s natural gas combined cycle plants in order to provide 24/7 carbon free energy to the hyperscaler.

Debuted collaboration products with KOKUYO at their Tokyo Showroom, including a commercial grade tabletop and modular storage system designed for modern workspaces.

Deployed Clir Enhance across six wind sites of a North American renewable energy operator.

Signed their largest pilot ever with 1100 KFC and Taco Bell locations, representing $2.4 million USD in annual revenue.

Evolved product strategy and go-to-market positioning around the upcoming AI agent launch, which will become a primary, standards-aligned access point for audit-ready sustainability data and analysis.

Achieved 4.4/5 star rating on trust pilot based on over 700 community reviews making Social Nature the top ranked cash back app from a community experience POV.

Launched a 22 EV station network in a luxury, mixed use residential, hospitality and retail complex in Miami.