At One Ventures

"Sometimes, there's more waste than house," explains Aleksandr Gampel, on stage at our last annual meeting, referring to the traditional homebuilding process. Aleks is CEO of Cuby, a portfolio company in the built environment. Cuby is completely reimagining the way we build homes, moving us from a process that created FOUR TONS of waste 🗑️ for every house built to virtually zero. But it's not just about reducing waste. Cuby can select materials that are low-carbon, reduces the skilled labor coefficient and thus cost, and shifts from relying on a complicated global supply chain to being in control as a last-mile solution. #foundertalks #climatetech #uniteconomics #housingcrisis

One of multiple #takeaways on surprising #deeptech performance even in early stages #naturebased (ref: Colossal Biosciences)

How do you put the "fun" in fundamentals? Helen Lin has the answer... It's looking carefully at the unit economics of a prospective deep tech business and determining exactly what the "unit" is. Hear how she differentiates between product-level 🎛️ and plant-level 🏭 unit economics, and why that matters for growing manufacturing businesses. #climatetech #bankable #scalematters

As we face uncertainty around global trade, supply chain security is top of mind for apparel manufacturers. 👕 True circularity 🔘, where local textile waste is recycled directly into new products, is a surefire way to abate that risk. That's not WHY we invested in Ravel, the closed-loop purification recycling technology for blended fabrics... but it sure is an added benefit. Ravel makes textile-derived rPET (recycled polyester) that can be transformed back into fiber, yarn, fabric, and eventually clothing. This means retail brands can literally "drop it in" to their existing sourcing supply chain. To find out the other, evergreen reasons why we decided to back Ravel in their ambitious but realistic mission to finally get clothing 👚 out of landfills and reduce the 92 million tons of waste generated annually, read our memo: https://lnkd.in/g4ZRNYzf Led by Helen Lin and Danaé Robert, we are all-in on this deal led by Zahlen Titcomb, Kristen Albrecht, and John B. Goods. Thanks also to co-investors Collaborative Fund, Collateral Good, Climate Capital, Moonstone Venture Capital and BetterWay. cc Tony Moses and William Dunbar for their help with setting up strong manufacturing and IP pathways... not all heroes ink term sheets 🦸🏽♂️

The beginning, indeed! Looking forward to the progress we can make toward a truly circular, closed loop process for textile recycling. #purification #recycle #fashion #venture

Celebrating two treasured members of At One who have each been promoted to the role of Principal on the investment team... Danaé Robert is our "green chemist" based in California with both an academic background and a fiery passion for creating sustainable materials. She has been critical in identifying scalable solutions for the construction and fashion supply chain, and under her leadership we have welcomed two new companies in these areas into our portfolio. Danae is "here, there, everywhere" in her support of both the At One team on heads-down diligence periods and our companies. Brian Steinberg is our New York based investor who can pull in promising impact seed-stage deals with one hand while helping a portfolio company raise tens of millions in capital with the other. Brian is our lean, mean, financial-modeling machine who has stepped in and up into multiple opportunities to grow and enhance our network. He has also put his own intellectual energy into understanding the energy transition and forged new pathways forward for our nuclear, energy storage and optimization companies. As Victor Hugo said, perseverance [is the] secret of all triumphs. Please join us in commending these two on their hard-earned, well-deserved promotions!

Sugarcane is nasty. For the environment, that is. It's a crop heavily reliant on both water💧 and fertilizer. 🧪 But one of the less-obvious reasons is it has limited growing regions. It mostly grows in tropical climates, meaning the amount of biodiversity 🪲 🦋 it displaces is quite extreme. Fortunately, Avalo, Inc is working on lowering the nasty footprint of sugarcane production. 🎋 They are using advanced AI and ML tech to bring out traits like drought resilience and nitrogen efficiency in sugarcane... 2-3X faster than traditional breeding practices. Because we can't wait any longer for positive change in agriculture. Speaking of waiting... they are also working on other crops, like broccoli. 🥦 “There’s no pest life cycle that is shorter than 45 days," CEO Brendan Collins tells AgFunder. "We were able to get a crop that was harvestable in 37 days.” Fast-growing broccoli seems like an obvious win – more harvests (and therefore more output) per year for farmers. But a not-obvious benefit is that growers can also stop using pesticides. The broccoli grows too rapidly for pests to gain traction, he explained. Investing in companies solving obvious problems is already a win. With Avalo, we get to win in not-obvious ways, too. See the full article published about their latest fundraise this week: https://lnkd.in/dXqJAP4m

I grew up in a world that assumes consciousness belongs only to humans, but what if it extends far beyond us? From birds composing symphonies of movement to elephants mourning their dead, I love the challenge to reconsider our place in nature, not as its rulers, but as part of a vast, interconnected web of awareness. "If by soul we mean our sense of self, our identity as particular persons, then our souls are interwoven with those of other living beings… We know ourselves as human, in part, through our relationships with the nonhuman world." "The human race may survive without the chimpanzees, orangutans, and other wild creatures who share the planet. But we will have attenuated the conditions that are necessary for our own “ensoulment”… And when we look into the mirror there will be less and less to love." This article beautifully reminds us that intelligence isn’t just about logic, it’s about feeling, sensing, and experiencing the world in ways we may not fully understand. Thank you so much, Ana Yoerg, for your curiosity. #nature #sustainability #venturecapital https://lnkd.in/dfzpNFrV

“An acorn doesn’t look like an oak tree…” Tom Chi on the seeds within us all, and how we are at a critical juncture where we must get smarter and super-rational about deploying capital for #climatesolutions