The energy trilemma creates a generational opportunity to invest at the intersection of energy and AI now
75% of emissions reductions will come from new technology


New technology is the solution.
Smart Society Capital is an energy technology growth equity and advisory firm operating between Houston, Geneva and London. We combine experience as investors, founders and executives with expertise at the intersection of AI and energy. We work across the energy value chain - upstream, midstream, power, grid and critical minerals.
We are in a once-in-a-generation power supercycle, where the global conversation has moved from ‘climate and carbon’ to ‘cost and security’. AI and electrification will drive 18% global energy demand by 2050. Electricity consumption will triple. By 2026, data centers will consume the same amount of electricity as Japan. Meeting this demand requires an all-of-the-above energy strategy - and using new AI technologies to do more with less.
We invest in growth-stage energy technology companies across the US, Canada and Europe. We look for globally-minded, ambitious, and hustling energy technology founders and their teams, who defy the odds to build lasting energy technology companies that help meet the demands of the power supercycle. As former tech founders and energy executives, we bring our operating experience, domain expertise and transatlantic networks to actively partner with our portfolio companies and generate strong investor returns.
To complement our investment activities, we advise selected energy companies and partners on their growth strategy, transatlantic expansion and innovation roadmaps. We also host the Smart Society Show - conversations with global leaders on energy and AI.
Where we invest
We invest across the energy value chain - upstream, midstream, power, grid and critical minerals. We invest in AI-enabled software for energy, and scalable energy generation for AI, industry and consumers.
Pure Software
50/50
Pure Hardware
When we invest
We are growth investors. For us, that means we invest when a company has validated technology, strong customer and revenue traction, and a 5-7 year path to liquidity. We sit between early-stage venture capital and infrastructure and PE investment, helping companies to 'cross the scaling chasm' to lasting impact. This means that we're seeking to mitigate downside risk and loss ratios, while driving outperformance by reinvesting in top performing companies in our portfolio. In most cases, this means that we're investing in Series B and C rounds.
Series A
Series B
Series C
Series D
Global potential with a US or EMEA HQ
An exceptional entrepreneur, executive team and aligned Board
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Technologies that advance energy output, security or transition
A defensible technology that serves or includes AI
How we can help
Since we’ve sat in your shoes and gone through the ups and downs of global scaling, we don’t just invest. We roll up our sleeves and help you succeed.
Expand Globally
Scale Globally
Enter in new markets
Manage a global company
Scale Revenue
Grow sales and marketing teams
Refine messaging for new audiences
Mature pricing models to drive adoption
Deepen Talent & Board
Build the right leadership team for growth
Add leading Non-Execs to you board
Shape your talent & reward strategy
Raise Capital
Scale equity funding
Structure infrastructure, PE or buyout deals
Raise debt, working capital and project finance
Achieve Your Desired Exit
Evaluate and align to your preferred outcome
Build relationships with potential buyers
Prepare for and execute an IPO
Looking for investment?
Smart Society Capital invests in growth-stage companies, normally at the Series B round. We’d love to get to know - whether you’re raising your Series B now or just getting started.
Looking to accelerate growth?
Smart Society Advisory provides fractional CxO and strategic consulting services to scale-ups and corporations to accelerate growth and advance innovation.
Trying to navigate complex energy and AI markets?
Smart Society Advisory partners with institutions and investors to bring our expertise on energy and AI and help navigate today’s dynamic and complex markets.
