NOVEMber 2025 UPDATES

FUND III

Signed two projects for a total of 6 prefab homes.

Generated revenue from five new building product manufacturers—doubling the best previous monthly growth.

Added a major Canadian utility as a customer and secured $100K in non-dilutive funding for hiring and export development.

Opened a facility in NY that will be starting sales in the next few weeks and have grown MA (their third market) to operating 4 crews.

Signed their first avocado grower and booked meetings with some of the top wine growers in Australia for their smart irrigation.

Received verbal approval for a trial of their antenna monitoring with one of the largest telecom companies in Canada.

Completed initial down-hole design with Baker Hughes.

Signed Dr. Lori Moore Merrell, an extremely well respected global wildfire and emergency response professional, as an advisor to assist in engaging new wildfire regions (particularly in the US) for Skyward’s lightning mitigation technology.

Advanced contracting with a large US investor-owned utility on transmission planning automation for interconnection studies.

Crossed 100 MWh total delivered energy since inception.

FUND II

Signed a strategic partnership with N’Cresco Living Water to deploy Agrology sensors for their customers, targeting $1.2 million in initial gross revenue.

Reached $17 million in signed LOIs for 2026 seed purchases.

Launched with UC Berkeley and Zoox (Amazon's autonomous vehicle company).

Increased the battery projects pipeline to over $70 million, more than half of which was in this quarter alone despite no outbound sales efforts.

Launched preorders of the Puck 2 to ship in December from a new production partner that lowers manufacturing costs by 50%.

Received inbound interest from the Boston transit agency to replicate the successful transit promotion executed in DC and NY.

Shipped the first FleetPilot™ self-contained, re-deployable station to fill hydrogen buses at Lewis County Transit in Washington State.

Surpassed the $100 million mark in total project capital deployed, representing over 50 MW of solar capacity across 120 properties.

Closed a $250K annual license to an electronics components manufacturer.

Launched managed charging pilots with Colorado Springs Utilities and Public Service Company of New Mexico, that were launched using their new standardized Resiflex offering that enables the launch of pilots more cost effectively and increases gross margin.

Launched a new report-centric product line, Waypoints, at Google's AI for Energy demo day. Delivered second data center siting report to a major European data center developer, with additional follow-on reports already ordered. Secured first order from a leading global utility company.

Began monetizing fuel savings on the Vermont Rail deployment.

Published a new whitepaper showing that high-frequency AI power swings can be eliminated through predictive control, enabling utilities to plan for true average load and datacenters can deploy more GW capacity on existing infrastructure.

Secured a partnership with 3D scanning technology to deploy Tengiva across 100,000+ SKUs over 12 months, a 5000% expansion.

FUND I

Received a purchase order from Arcadia Beverage that utilizes Aquacycl’s wastewater treatment to solve a critical pain point at a production facility.

Closed multiple deals in a short timeframe, driven by their ability to quickly deliver asset-level plans that satisfy the technical building assessment for GRESB scoring before year-end.

Advanced an investment from a hyperscaler customer that will deploy their carbon capture and storage technology across 50 power plant retrofit projects.

Expanded into the Europe, Middle East and Africa regions with a new headquarters in Copenhagen and new Microfactory operations in Madrid that will provide furniture solutions starting off with Popeyes and Burger King restaurants across Spain, Italy and Portugal.

Supported a major European renewables investor by strengthening its contractual position with the OEM and reinforcing confidence in Clir’s AI-powered platform.

Reached $270K ARR in verbal commitments from new customers so far in Q4.

Pushed a major release to production, including the MCP server MVP for client agent integrations, bulk assessment creation to accelerate knowledge base generation, and improved standards normalization for more consistent, scalable ESG data.

Signed an MOU to partner with Beacon, a major discovery and engagement platform for natural products brands and retailers.

Secured ‘California Type Evaluation Program’ (CTEP) Certification that validates the meter inside the charger, and is one of the most important EV certifications in North America.