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Lowercarbon Capital

USGBDEFRINBROtherClimateDeep TechFintechAI/MLB2B SaaSOther

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Investment thesis

Lowercarbon Capital backs kickass companies that make real money slashing CO2 emissions, sucking carbon out of the sky, and buying us time to unfuck the planet. The firm invests across three buckets: (1) Slashing new CO2 — funding technologies that reduce sources of carbon dioxide, methane, and other greenhouse gases across energy, transportation, industrial materials, and agriculture; (2) Sucking up carbon — backing solutions to remove the trillion-plus tons of CO2 already in the atmosphere via direct air capture, mineralization, ocean alkalinity enhancement, and more; and (3) Buying more time — investing in climate resilience and adaptation technologies, including geoengineering approaches, to protect people, plants, and animals on the front lines while longer-term breakthroughs scale. The firm believes climate solutions must be economically viable businesses — 'fixing the planet is just good business' — and specializes in leading deep-tech, hardware-heavy deals that many VCs avoid, leveraging in-house scientific expertise and a hands-on company-builder style.

Notable quotes

Fixing the planet is just good business. Shame and guilt won't get us there, markets will.

Chris Sacca · Lowercarbon Capital website (lowercarbon.com)

At Lowercarbon, our thesis includes bets on carbon removal, nuclear fusion, alternative foods, the electrification of everything, and more. I particularly love that we invest with a global mindset — some of our biggest opportunities are in India and Brazil.

Shawn Xu · Medium — 'Let's Unf*ck the Planet' by Shawn Xu · 2022-10-01

Our founding partner Clay's reference check was President Barack Obama, who responded to Chris within an hour to endorse him.

Clay Dumas · Medium — 'Let's Unf*ck the Planet' by Shawn Xu (quoting Clay Dumas) · 2022-10-01

Recent investments

CompanyRoundSizeDate
Commonwealth Fusion SystemsSeries B$1.8b2021-09-01
Crusoe EnergySeries C$350m2023-04-01
Lilac SolutionsSeries B$150m2022-09-01
SolugenSeries C$357m2021-09-01
Sublime SystemsSeries B$186m2023-11-01
CruxSeries B$50m2023-10-01
Antora EnergySeries B$150m2023-10-01
Fuse EnergySeries B Extension$70m2025-12-01
PanthalassaSeries B2025-05-01
Thea EnergySeries B2025-05-01

Frequent co-investors

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