Earthshot Ventures | Activity | F4Earthshot Ventures Activity
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Published notes from New York Climate Week on its clean intelligence stack thesis.
Building the Clean Intelligence Stack: Notes from New York Climate Week
Made a follow-on investment in Hubble Network's $200M Series C at a $1.6B valuation, led by Smith Point Capital.
New Fund
Filed a Form D for Earthshot Ventures Fund II, LP, raising up to $125M.
Earthshot Ventures Fund II, LP
Investment
Significantly increased its Cloover position between rounds as Cloover reached profitability at a $350M+ run rate.
Cloover
Investment
Made its third investment in Emerald AI in a $150M Series A at a $1.05B valuation, co-led by Energize Capital and DCVC.
Emerald AI
Milestone
Portfolio company Etched raised a $300M Series C at a $10.3B valuation led by Sequoia.
Etched
Milestone
Portfolio company Mariana Minerals raised a $310M Series B at a $1.5B valuation led by Khosla Ventures.
Mariana Minerals
Investment
Fund I's latest reported investment, in Cowboy Space (listed by Earthshot as a Series B, AI / Energy).
Cowboy Space Corporation
Podcast
Dawn Lippert discussed the Earthshot and Elemental model on the Invested in Climate podcast.
Invested in Climate: Earthshot & Elemental's 1-2 Punch for Climate
Essay
Year-end LP letter naming four new 2025 investments (Emerald AI, Unlimited Industries, Hubble Network, Mariana Minerals) and 700+ companies sourced.
Ending 2025 with Momentum
Investment
Invested in Unlimited Industries' $12M seed round, co-led by Andreessen Horowitz and CIV.
Unlimited Industries
Team Change
Promoted Matt Logan, the firm's first employee, to General Partner.
Matt Logan promoted to General Partner
Investment
Announced its seed investment in Emerald AI, which makes data center power use flexible.
Emerald AI
Milestone
Portfolio company Vaulted Deep signed a large carbon removal contract with Microsoft.
Vaulted Deep