Overlay is a private investment firm focused on the essential systems that will power, connect, and sustain modern life over the next 50 years.We deploy capital across energy, waste, and the built environment where our operational insight, trusted relationships, and informational edge allow us to uncover attractive risk-adjusted returns.
Investment Ethos
We invest where structural change is inevitable, but not yet priced.
Investment Areas
Energy Finance
Approach
Providing structured capital at the capital-constrained stages of energy development
Gigawatts Financed
0.00
Power Projects Financed
0
Fusion & Firm Power
Approach
Investing in firm power at the frontier of innovation, with fusion as a core long-term solution
Reactor Platforms Invested
0
Fusion-Focused Funds
0
Waste & Materials
Approach
Backing technology-enabled material systems that improve discovery, recovery, & cost efficiency of critical inputs
Capital Invested
$0M+
Platforms & Portfolio Co's
0
300GW
Estimated Additions to US Energy by 2030
80%
Projected Increase in U.S. Power Demand by 2050
93%
US Grid '25 Additions in Alt. Energy
7
ISOs (Energy)
10
States (Energy)
44
Projects Financed (Energy)
