THE OPPORTUNITY
THE OPPORTUNITY
A multi-decade capital cycle
across global power
infrastructure and hardware.
A multi-decade capital cycle across global power
infrastructure and hardware.
A multi-decade capital cycle
across global power
infrastructure and hardware.
Energy underpins and enables all sectors and economic activity.
Energy underpins and enables all sectors and economic activity.
Energy has always enabled societal change, and
today’s parallel impacts of digitization and
electrification places power infrastructure as the
defining enabler of economic change.
Energy has always enabled societal change, and today’s parallel impacts of digitization and electrification places power infrastructure as the defining enabler of economic change.
Energy
Foundational to all sectors
Electrification Technology
Generation, grid, transport, industrial, intelligence
Innovation + Evolution
Accelerating electricity demands
Energy
Electrification
Technology
Innovation +
Evolution
WHAT WE DO
We invest at the intersection of energy, technology and innovation.
We invest across global capital markets with a focus
on identifying sectors and business models that have
the potential for outsized economics from growth in
power demand.
Our investment strategy is defined by three principles:
1 THEMATIC CONVICTION
2 TECHNICAL DILIGENCE
3 SCIENTIFIC PARTNERSHIPS
WHAT WE DO
We invest at the intersection of energy, technology and innovation.
We invest across global capital markets with a focus on identifying sectors and business models that have the potential for outsized economics from growth in power demand.
Our investment strategy is differentiated by three principles:
WHAT WE DO
We invest at the intersection of energy, technology and innovation.
We invest across global capital markets with a focus on identifying sectors and business models that have the potential for outsized economics from growth in power demand.
Our investment strategy is differentiated by three principles:
HOW WE WORK
HOW WE WORK
A deep fundamental
research approach.
A deep fundamental
research approach.
We take primary research of scientific trends and technical
developments as a lens to inform investment decisions.
We take primary research of scientific trends and technical developments as a lens to inform investment decisions.
PRIMARY
RESEARCH
PORTFOLIO
CONSTRUCTION
FUNDAMENTAL
ANALYSIS
WHO WE WORK WITH
WHO WE WORK WITH
Academic Partners
Academic Partners
We believe building an understanding of the
pathways to decarbonize society globally requires
a set of source references that extends beyond
those traditionally deployed by public equity
investors. The research and detailed analysis
conducted within academia and across National
Labs, provides a source of insight that Mercator
has harnessed and championed since launch.
We believe building an understanding of the pathways to decarbonize society globally requires a set of source references that extends beyond those traditionally deployed by public equity investors. The research and detailed analysis conducted within academia and across National Labs, provides a source of insight that Mercator has harnessed and championed since launch.
Mercator sponsors research across a number of
institutions and has partnerships and connections
which allow access to faculty in working on
diligence and investment themes.
Mercator sponsors research across a number of institutions and has partnerships and connections which allow access to faculty in working on diligence and investment themes.
Founders
Founders
Mercator works closely with leading founders building
solutions at the forefront of science. We co-invest in
new ventures focused on innovative and differentiated
pathways in transforming energy systems.
Mercator works closely with leading founders building solutions at the forefront of science. We co-invest in new ventures focused on innovative and differentiated pathways in transforming energy systems.
Mercator works closely with leading founders building solutions at the forefront of science. We co-invest in new ventures focused on innovative and differentiated pathways in transforming energy systems.
