Industrial decarb sits inside operations, maintenance, energy, and compliance budgets. Efficiency gains typically pay back in 90-180 days.
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02
Defensible Intelligence Layers
Moats come from operational telemetry, physics and materials models, long-cycle integrations, and agentic workflows that automate plant decisions. This creates 3-7 year lock-in.
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03
Clear Exit Pull
OEMs, logistics majors, climate infra funds, and industrial software leaders pay premium multiples for operational intelligence layers with proven emissions impact.
Expected Outcome
Capital-efficient, operationally embedded climate-tech companies with defensible moats, rapid payback, and high retention—aligned with industrial, infrastructure, and climate mandates.