We invest where execution decides the outcome.

For founders who have found their market and are now confronting the harder problem. We back companies in energy transition, deeptech, consumer, and AI — at the stage where operating judgment matters more than capital.

How we invest Talk to us

Where we invest

Four sectors where execution complexity is the moat.

Energy Transition

Capex-heavy infrastructure where the financing stack, regulatory timeline, and deployment plan have to move in the right sequence — and where a mistake in that sequence is usually irreversible.

We read the power purchase agreement before we read the growth projection.

Deeptech Infrastructure

Technical risk and commercial risk don't resolve at the same speed. Companies can have working hardware and no ability to sell it at scale, or strong sales and a manufacturing base that can't keep up.

We look for the binding constraint first — manufacturing readiness, deployment reliability, or sales repeatability.

Consumer

Growth can look healthy while channel quality is already decaying. The moment when a founder stops personally carrying the sales motion is when the unit economics get honest.

We read cohort behavior and SKU-level margins before we discuss expansion into the next market.

AI

The gap between demo quality and retained workflow value is where most AI companies lose years. The ones that compound have the best account retention — not the best demo.

We look at implementation depth and account-level usage at six months, not at the launch week.

Team

The operating background is the firm.

Every partner at Powerscale has built and run a company before investing in one. That is not a claim we make in copy — it is the fact that determines how we evaluate companies, how we engage after the cheque clears, and what we are actually useful for.

Image — Arthi B

Arthi B

Partner

Arthi built and ran businesses in consumer and AI before moving to the investor side. Her work is in the transition from founder-led growth to managed distribution — when channel quality becomes visible and hiring systems start to matter. She leads consumer and AI investments at Powerscale.

Consumer & AIView profile →

Sanjay Tolani

Partner

Sanjay Tolani's background is in infrastructure businesses where capital timing, regulatory sequencing, and deployment reliability are the actual constraints — not narrative or product quality. He has worked through project finance structures and the operating complexity that most investors understand only from a board deck. He leads energy transition and infrastructure at Powerscale.

Energy Transition & InfrastructureView profile →

Stage

After the first market is real, we look for founders who recognise the next phase is different — that the operating system that got the company here will not carry it to the next order of magnitude without deliberate change.

Diligence

We stress-test the operating plan before we price the round. Hiring load, channel economics, cash timing, management bandwidth. The constraints that break companies at scale are almost always visible before they break — if you know what to look for.

Post-investment

The first ninety days are practical: a hiring diagnostic, a GTM teardown, a working-capital review. Not consulting deliverables — the things we know how to do because we have done them before, on our own companies, at our own cost.

Portfolio

Selective conviction. Evidence-led.

The companies we back have found their first market. The question we help them answer is what breaks next — and how to fix it before it becomes irreversible.

Featured · Energy Transition

GH2 Solar

Green hydrogen infrastructure, backed before the category narrative became crowded. The inflection we tracked: when policy alignment, cost curves, and industrial demand moved simultaneously in India.

Validated order book. Revenue base that confirms the demand thesis. Approaching public markets readiness.

View our portfolio approach →