Conviction in days
Inception-stage checks with a decision process matched to the founder's clock.
< 14 DaysFirst meeting to decision
01 // Thesis
Tempo wins. Everything else follows.
- Speed compounds: founders who run tighter loops reach commercial proof first.
- Pilots are the bottleneck: we compress pilot cycles from quarters to weeks.
- Logos beat decks: the first ten paying customers decide the next round.
02 // Operating model
Built for founder tempo.
Three commitments, each measured. We hold ourselves to the same telemetry we ask of founders.
Pilots, compressed
Direct introductions to the industrial buyers and utility operators who sign pilots.
65 DaysTarget time to first pilot
First ten logos
Weekly operator support until commercial traction is repeatable.
3.2xTarget velocity vs. legacy climate seed
03 // The difference
Same mission. Different clock.
Legacy climate seed
- Months of diligence before a first check
- Founders left to source pilots alone
- Quarterly boards, little operating help
- Success measured at the next raise
The Velcera model
- Days, not months — decisions on the founder's clock
- Pilot pipeline — direct paths to industrial and utility buyers
- Operator cadence — weekly working sessions, not quarterly boards
- Revenue first — success measured in paying logos
04 // Sectors
Where physical meets fast.
Climate and industrial technology where speed to a first commercial deployment decides the winner.
Storage and the grid edge
Batteries, interconnection and the software that runs them.
Industrial decarbonization
Heat, materials and process electrification for heavy industry.
Climate hardware
Sensors, power electronics and devices moving from lab to line.
05 // How we work
Inception to traction.
- 01Inception checks — pre-seed and seed, often the first institutional capital.
- 02Founder tempo — decisions on the founder's timeline, not the fund's.
- 03Buyer access — introductions to the operators who sign pilots.
- 04Shared telemetry — one view of pace, pilots and paying logos.