One Pulse
One Planet
Pulse verticals
Though defined as separate sectors, our four investment verticals are inextricably linked and interdependent, creating one single climate story.
Silos will not decarbonize the planet. Cross-sector investment will.
Food + Agriculture
Impact & Issues
Despite the significant impact of agriculture on climate, the most critical solutions remain underfunded due to the distributed nature of the sector and its razor-thin margins. Traditional approaches to investing in food and agriculture take a siloed approach and often fail to address the many interconnected challenges plaguing decarbonization of the sector.
34%
of global GHG emissions come from the food system (1)
56%
increase in food production needed by 2030 (2)
Pulse Strategy
We invest in vertically integrated food and agriculture companies that are innovating to address these market realities. Our portfolio targets scalable solutions for mitigating major sources of agricultural emissions – from fertilizer production to land use optimization – supporting companies that deliver both environmental impact and clear economic benefits.
$
15
Market Opportunity (3)
Energy
Impact & Issues
The global energy transition faces a critical timeline: meeting growing energy demands while rapidly decarbonizing existing energy infrastructure. Many energy-intensive industries still lack viable paths to reaching net zero.
28%
of energy-related emissions come from transportation (4)
40%
of total energy-related emissions come from electricity and heat (5)
Pulse Strategy
We target complex intersections of the energy sector where traditional solutions fall short, focusing on energy generation and storage as well as energy management solutions that serve hard-to-decarbonize industries. Our fund prioritizes scalable solutions that enable smarter resource management across the entire energy ecosystem and bridge the gap to a low-carbon future.
$
899
Market Opportunity (6)
Infrastructure
Impact & Issues
Infrastructure decarbonization faces major hurdles in replacing long-lasting carbon-intensive assets like steel bridges and concrete buildings, which typically have 50+ year lifespans and must meet strict safety and durability requirements. The market demands solutions that can deliver both emissions reductions and attractive returns in reasonable timeframes.
26%
of global energy-related emissions (7)
35%
of global energy consumption (8)
Pulse Strategy
We focus on software-enabled hardware and smart building systems that transform infrastructure with minimal capital requirements. Our fund targets solutions that bridge the gap between traditional infrastructure timelines and venture returns.
$
600
Market Opportunity (9)
Mobility
Impact & Issues
While mobility contributes 33% of global energy use (10), it has attracted disproportionate investment resulting in an overcrowded market for certain technologies. The constant stream of novel solutions makes identifying scalable, transformative winners increasingly challenging.
33%
of global energy is used for transportation (10)
60%
of the world's oil is used for transportation (11)
Pulse Strategy
We invest in companies with established technologies and demonstrated commercial deployment. Our fund focuses on capital-efficient solutions that can scale rapidly and achieve profitability, bridging the gap between technology innovation and widespread adoption of sustainable transportation.
$
188
Market Opportunity (12)
Mobility
Impact & Issues
While mobility contributes 33% of global energy use (10), it has attracted disproportionate investment resulting in an overcrowded market for certain technologies. The constant stream of novel solutions makes identifying scalable, transformative winners increasingly challenging.
33%
of global energy is used for transportation (10)
60%
of the world's oil is used for transportation (11)
Pulse Strategy
We invest in companies with established technologies and demonstrated commercial deployment. Our fund focuses on capital-efficient solutions that can scale rapidly and achieve profitability, bridging the gap between technology innovation and widespread adoption of sustainable transportation.
$
188
B+
Market Opportunity (12)
Food + Agriculture
Impact & Issues
Despite the significant impact of agriculture on climate, the most critical solutions remain underfunded due to the distributed nature of the sector and its razor-thin margins. Traditional approaches to investing in food and agriculture take a siloed approach and often fail to address the many interconnected challenges plaguing decarbonization of the sector.
34%
of global GHG emissions come from the food system (1)
56%
increase in food production needed by 2030 (2)
Pulse Strategy
We invest in vertically integrated food and agriculture companies that are innovating to address these market realities. Our portfolio targets scalable solutions for mitigating major sources of agricultural emissions – from fertilizer production to land use optimization – supporting companies that deliver both environmental impact and clear economic benefits.
$
15
B+
Market Opportunity (3)
Energy
Impact & Issues
The global energy transition faces a critical timeline: meeting growing energy demands while rapidly decarbonizing existing energy infrastructure. Many energy-intensive industries still lack viable paths to reaching net zero.
28%
of energy-related emissions come from transportation (4)
40%
of total energy-related emissions come from electricity and heat (5)
Pulse Strategy
We target complex intersections of the energy sector where traditional solutions fall short, focusing on energy generation and storage as well as energy management solutions that serve hard-to-decarbonize industries. Our fund prioritizes scalable solutions that enable smarter resource management across the entire energy ecosystem and bridge the gap to a low-carbon future.
$
899
B+
Market Opportunity (6)
Infrastructure
Impact & Issues
Infrastructure decarbonization faces major hurdles in replacing long-lasting carbon-intensive assets like steel bridges and concrete buildings, which typically have 50+ year lifespans and must meet strict safety and durability requirements. The market demands solutions that can deliver both emissions reductions and attractive returns in reasonable timeframes.
26%
of global energy-related emissions (7)
35%
of global energy consumption (8)
Pulse Strategy
We focus on software-enabled hardware and smart building systems that transform infrastructure with minimal capital requirements. Our fund targets solutions that bridge the gap between traditional infrastructure timelines and venture returns.
$
600
B+
Market Opportunity (9)
- Nature Food, March 2021
- World Resources Institute, Dec 2018
- The Business Research Company, January 2025
- U.S. EPA, 2022
- World Economic Forum, March 2023
- Skyquest, August 2024
- IEA Buildings
- World Green Buildings Council
- Allied Analytics LLP, April 2024
- IEA Transport
- IEA Oil, 2021
- Fairfield Market Research, January 2024
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