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CFI Corporation Green Energy Investment Thesis
Solar energy is now the cheapest source of electricity in history, and the pace of deployment continues to accelerate. CFI Corporation backs solar developers, manufacturers, and software companies across the full value chain — from photovoltaic panel innovation to utility-scale farm development and residential rooftop solutions.
We look for companies with strong engineering teams, defensible technology, and routes to scalable distribution — businesses that can move fast enough to capture the extraordinary growth ahead in global solar capacity.
Solar market by 2032
Cost drop since 2010
Wind is one of the fastest-growing power sources on the planet. CFI invests in wind energy companies developing both onshore and offshore projects, as well as the enabling technologies — turbine design, floating foundations, grid integration — that make large-scale wind viable in more geographies.
From distributed micro-turbines serving remote communities to gigawatt-scale offshore wind farms, our portfolio companies are redefining what is possible in wind power generation and making it commercially competitive everywhere it is deployed.
Global wind market by 2030
Offshore capacity growth
Renewable energy is intermittent — the sun does not always shine and the wind does not always blow. Energy storage is the missing link that makes a 100% clean grid possible. CFI invests in battery technology, grid-scale storage systems, and next-generation storage chemistries that store clean energy and dispatch it when and where it is needed.
We back companies working on lithium-ion improvements, solid-state batteries, flow batteries, compressed air energy storage, and grid management software — all the pieces needed to make renewable energy reliable and dispatchable at any scale.
Storage market by 2035
Grid storage growth needed
Also In Our Portfolio
AI-driven grid management platforms, demand response software, and smart metering solutions that modernise how electricity is distributed and consumed across homes and businesses globally.
Electrolysis technology, hydrogen storage, and fuel cell systems that produce clean hydrogen from renewable electricity — enabling decarbonisation of heavy industry, shipping, and long-haul transport.
Direct air capture, carbon credit marketplaces, and industrial decarbonisation technology that help companies measure, reduce, and offset their carbon footprint to meet net-zero commitments.
If you are building in solar, wind, storage, hydrogen or carbon — we want to hear from you.