These are the questions we get on a regular basis.
Plainly stated: we are a specialist venture-capital firm that backs early-stage, AI-native companies helping industry and society measure, price, and manage hydroclimatic risk — the water-driven side of climate change.
Essentially, no. We treat water as a risk factor, not a sector. That means we do not invest in drinking-water utilities, wastewater plants, desalination, or atmospheric water generation. We invest where too much water, too little water, or impaired water hits a balance sheet — infrastructure, insurance, real estate, and power.
In plain English: it is the economic damage caused by floods, droughts, storms, sea-level rise, and the cascading hazards they trigger — landslides, algal blooms, erosion, and more. It is the part of climate risk that shows up as water, and it is already the dominant driver of insured climate losses.
To be clear, we concentrate on four. Linear assets — roads, rail, and pipelines. Coastal infrastructure — ports, harbors, and coastal assets. F.I.R.E. — finance, insurance, and real estate. And power generation, especially hydro and thermoelectric plants exposed to water risk.
We lead and co-lead seed and early Series A checks, typically $500K to $2M. We reserve capital for follow-ons and we syndicate with other climate-tech and sector-focused investors who understand the buyer.
Put simply: depth over breadth. Most climate funds spread across mitigation, adaptation, energy, food, and materials. We do one thing — hydroclimatic risk — and we built the team, network, and portfolio around that single vertical.
In plain numbers: the hydroclimatic risk technology market is roughly a $110 billion opportunity by 2030, growing at about 16% annually. The spend is driven by disclosure rules, insurance repricing, and direct asset exposure — in other words, buyers who have to spend, not just want to.
The firm is led by two General Partners, John Robinson and Shirley Ben-Dak, who have been working together in water risk for six years in various capacities, including venture experience with hands-on technical depth in hydrology, atmospheric science, and coastal oceanography.
As of August 2026, we have made four investments and expect the portfolio to include about 15 companies when we are done investing. The portfolio spans sensing companies for roads and water quality, real-time marine monitoring, and parametric climate insurance — each sitting at the intersection of hydroclimatic risk and a compelled buyer with a real budget.
The easiest next step is to reach out through the contact page. Tell us a bit about what you are working on and we will route your note to the right partner. We read every inbound and aim to reply within a day or two.
Whether you are a founder, partner, or simply curious about the space, we would welcome the opportunity to walk through the thesis, portfolio, and pipeline in more detail.