Mobilize Climate Capital (Mobilize AI x Energy) Research
Investment Thesis
Mobilize Climate Capital operates its investing arm under the name Mobilize AI x Energy. The thesis is that the binding constraint on AI is no longer chips but power: speed to power. The firm argues that the developed-world grid, on average 45 years old and built for fossil baseload, is being strained by intermittent renewables and by gigawatt-scale AI data center loads that ramp in milliseconds. It cites chronic underinvestment in transmission (the US built 3,206 miles of high-voltage lines in 2013 and only 3,238 miles across 2017 to 2024) and projects US AI power capacity could reach 50 GW by 2030. It backs startups that help AI and large corporates get access to power quickly.
Investment Focus Areas
The firm organizes its focus into three themes:
- AI x Energy Access: getting power to data centers and corporates faster, including onsite generation and energy contract management.
- AI x Energy Grid: balancing the grid under fluctuating AI loads and distributed energy (rooftop solar, batteries), and helping data centers interconnect.
- AI x Energy Markets Intelligence: turning energy market, satellite and environmental-attribute data into insight for traders, investors and data centers.
The firm describes its portfolio as a bridge to real-asset investing in digital energy and power infrastructure, with "chips on the table" that could lead to follow-on angles in a larger digital energy infrastructure platform.
Stage Focus
Seed to Series A, in North America and Europe. Public portfolio entries are mostly labeled venture rounds, with Tyba's disclosed round a Series A and PIQ Energy a seed.
Check Size
Not stated on the firm's site. Third-party aggregators list a range of roughly $1M to $50M, which looks like a generic range and is not used here. Round sizes of known deals were $5M (PIQ Energy seed) and $14M (Tyba Series A), in which Mobilize participated.
Lead Tendency
The Venture Codex records two rounds, both as participant and none as lead, alongside 14 co-investors across those rounds. Evidence is thin, so lead tendency is recorded as unknown.
Recent Activity
The firm was founded in 2024 and is early in its life. Its portfolio page lists seven companies with dates from October 2024 to July 2026: Orbify (Oct 2024), Tyba (Feb 2025), Fuse (Feb 2025), Veckta (Jun 2025), CFEX (Aug 2025), ThreeV (Jan 2026) and PIQ Energy (Jul 2026). It appears to be actively deploying, at roughly three to four deals a year.
Portfolio Highlights
- PIQ Energy: AI-native platform that helps data centers connect to the grid faster (July 2026)
- ThreeV: asset intelligence platform for power and utilities (January 2026)
- Tyba: AI-powered operating platform for battery storage, Series A (February 2025)
- Veckta: platform analyzing and deploying onsite energy for enterprises (June 2025)
- CFEX: energy contract management for data centers and AI factories (August 2025)
- Fuse: automated environmental attributes and clean fuel credits management (February 2025)
- Orbify: satellite data turned into energy markets intelligence, Krakow, Poland (October 2024)
No exits are listed.
Team
- George Manahilov, Founder and Managing Partner, New York
- Sudheesh Sureshkumar, Partner, Berlin
- Eric Shaw, Venture Partner, USA
- Biliana Pehlivanova, Operating Partner, New York
The team cites 65+ combined years across commodities markets, fund management and software, plus 1.5 GW+ of energy project investment and operating experience in the US and Europe. The partners describe themselves as former founders.
Decision Process
Not disclosed. A small partnership of four with a managing partner who founded the firm; recorded as partnership with low confidence.
Founder Preferences
The site asks for startups building solutions to AI's energy needs. Operator experience on the team suggests a preference for founders with domain depth in energy, markets or software.
Geographic Focus
Headquartered at 265 E 66th Street, New York, NY 10065. Invests in North America and Europe; portfolio companies are mostly California-based plus one in Krakow, Poland.
Contact and Gaps
Contact: [email protected]. The firm operates two sites, mobilizeclimate.com (a brief climate-themed landing page) and mobilizeaixenergy.vc (the current AI x Energy brand). Fund size and AUM are not public, and check size is not stated by the firm.