Electrifying Everything: The Top 30 Software Innovators

In the past five years, Energize has spoken with more than 400 promising startups addressing solar, wind, clean firm power, battery storage, transmission, EV charging, building electrification and demand flexibility. As a culmination of our Electrifying Everything blog series, we’ve decided to share our “Deep Dive” research publicly. One component of that report is a list of what we believe are the “Top 30 software innovators” applying digital solutions to Electrify Everything.

Per our evaluation criteria, each company in the list should have the following characteristics:

• Private company that has not announced intent to IPO or SPAC
• Software or asset-lite business model. This does not include pureplay manufacturers, novel chemical or material processors, project developers, installers, etc. but does include firms that have developed a novel software or digital architecture to scale a non-SaaS business model
• Should not be recently acquired or a subsidiary of a larger company
• Should have a clear GHG reduction impact via Electrifying Everything
• In our belief, these firms should be most likely to achieve highest enterprise value over the course of time by internal Energize Ventures analysis

We’re pleased to share our Top 30 companies across each of our Electrifying Everything categories:

Solar

• RatedPower
• PVcase
• PosiGen
• Palmetto
• Mosaic‍
• GoodLeap‍
• Aurora Solar*

Battery Storage

• Powin
• TWAICE*
• KoBold Metals
• SPAN

Wind

• LevelTen Energy‍
• SkySpecs

Transmission

• ‍PrismaPhotonics
• Neara

EV Charging

• Smartcar*
• Monta
• ev.energy
• WeaveGrid

Clean Firm Power

None currently

Building Electrification & Efficiency

• Runwise‍
• Sealed‍
• BlocPower‍
• Measurabl‍
• cove.tool

Demand Flexibility

• ‍Camus‍
• Leap‍
• Uplight‍
• DavidEnergy

General

• ‍Arcadia‍
• Myst AI

Not included in our list of the top 30 most promising software-enabled companies electrifying everything but think you should be? Let’s talk.

‍*Denotes Energize portfolio company

‍_{This article represents the views of the author and is provided for informational purposes only. It is not intended to be, and should not be construed as, an offer, solicitation or recommendation with respect to any transaction and should not be treated as legal advice, investment advice or tax advice. Readers should not rely upon this information as a substitute for obtaining specific legal or tax advice from their own professional legal or tax advisors. References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities.  Information is subject to change based on market or other conditions.}