2026

2026

2026

Annual

general meeting

2026 ANNUAL GENERAL MEETING

Annual

general meeting

Annual

general meeting

Powerhouse Ventures
AGM 

Powerhouse Ventures
AGM 

9:00am-6:00pm PT

Wednesday, October 21, 2026

SVB Experience Center
532 Market Street
San Francisco,  CA

*Former U.S. Secretary of Energy and two-term Governor of Michigan, Jennifer Granholm, speaking at last year’s AGM

*Former U.S. Secretary of Energy and two-term Governor of Michigan, Jennifer Granholm, speaking at last year’s AGM

*Former U.S. Secretary of Energy and two-term Governor of Michigan, Jennifer Granholm, speaking at last year’s AGM

*Former U.S. Secretary of Energy and two-term Governor of Michigan,
Jennifer Granholm, speaking at last year’s AGM

Welcome to the 2026
Powerhouse Ventures AGM

Welcome to the 2026 Powerhouse Ventures AGM

Welcome to the 2026
Powerhouse Ventures AGM

At this year’s AGM we’ll take a deep dive into the fund, explore market trends, and introduce you to our newest founders. Back by popular demand, we'll also host two interactive sessions that tap into the collective expertise of our LPs, who represent leaders from utilities, global energy and infrastructure companies, and venture firms building the future power system. Few rooms bring together this caliber of industry knowledge, influence, operating experience, and capital.

We’re thrilled to once again host a live recording of our podcast, Watt It Takes, this year featuring Drew Baglino, Founder and CEO of our portfolio company Heron Power, already a defining force in scaling electrification worldwide.

The following day, we’ll be hosting our annual celebration, New Dawn, and all AGM attendees will receive a complimentary VIP ticket.

Please RSVP via the Luma page below by July 31 and we look forward to seeing you on October 21 for the AGM and October 22 for New Dawn.

Agenda

Agenda

Wednesday, October 21, 2026 | AGM - San Francisco

9:00 - 10:00

Founder and Investor Breakfast

10:00 - 10:10

Welcome & Introduction

Emily Kirsch

Powerhouse Ventures

Founder & MP,

10:10 - 10:15

Opening Remarks

David Crane

Generate Capital

CEO,

10:15 - 10:55

Market & Fund Review

Marie Thompson

Powerhouse Ventures

Partner,

10:55 - 11:00

Portfolio Company Highlight: Presto

Presto’s software platform simplifies the charging experience for fleets, mobility providers, and businesses by enabling drivers to find, start, and pay for charging on any of its partner networks all on the Presto app.

Ashwin Dias

Presto

Founder & CEO,

Speaker

11:00 - 11:20

Coffee Break

11:20 - 11:40

New Portfolio Company Introduction: CVector

CVector connects industrial control systems with dynamic energy market data to enable AI-driven techno-economic models and real-time optimization.

Richard Zhang

CVector

CEO & Co-Founder,

Speaker

Tyler Ruggles

CVector

CTO & Co-Founder,

Speaker

Gabriel VanLoozen

Powerhouse Ventures

Principal,

Moderator

11:40 - 11:45

Portfolio Company Highlight: Overstory

Overstory uses machine learning to interpret satellite imagery and climate data in order to monitor the risk and impact of vegetation on power lines.

Tamara Mendelsohn

Overstory

COO,

Speaker

11:45 - 12:05

New Portfolio Company Introduction: Distill Energy

Distill Energy combines probabilistic power flow, long-horizon fundamentals, and a forward evolving grid model in a dynamic grid simulation platform to help renewable energy and grid developers, financiers, and traders assess price and congestion risk from one month to 30 years into the future.

David Kozak

Distill Energy

CEO & Co-Founder,

Speaker

Gabe Cuadra

Powerhouse Ventures

Principal,

Moderator

12:05 - 12:30

Morning Interactive Session: Signal or Noise

Vote with your feet on market trends and predictions and decipher if they're real signals or just noise. The morning session pressure-tests data center load growth forecasts, the reality of data center moratorium risk, whether compute cost will actually continue to rise, and the assumption that autonomous vehicle fleets are the next large load.

Lucy Reading

Powerhouse Ventures

Senior Associate,

Speaker

Shaandiin Cedar

Powerhouse Ventures

Principal,

Speaker

Gabriel VanLoozen

Powerhouse Ventures

Principal,

Speaker

Gabe Cuadra

Powerhouse Ventures

Principal,

Speaker

12:30 - 1:40

Lunch

1:40 - 1:45

Portfolio Company Highlight: Pearl Street Technologies

Pearl Street Technologies is enabling a more reliable, resilient, and sustainable power grid through advanced modeling, simulation, and optimization tools.

David Bromberg

Pearl Street Technologies

CEO & Co-Founder,

Speaker

1:45- 2:05

New Portfolio Company Introduction: AZX

AZX delivers tailored AI solutions for utilities, energy companies, real estate, and other critical industries.

Aaron Goldfeder

AZX

CEO & Co-Founder,

Speaker

Richard Evans

AZX

CTO & Co-Founder,

Speaker

Michael Albrecht

AZX

COO & Co-Founder,

Speaker

Marie Thompson

Powerhouse Ventures

Partner,

MODERATOR

2:05 - 2:10

Portfolio Company Highlight: Terabase

Terabase reduces soft costs in utility-scale solar through a development and deployment platform that tracks and automates project complexities.

Matt Campbell

Terabase

CEO & Co-Founder,

Speaker

2:10 - 2:35

Afternoon Interactive Session: Signal or Noise

Round two of voting with your feet to decipher real market signal from noise. The afternoon session will pressure-test the likelihood of critical industries building usable software in-house using AI, the assumption that lithium-ion battery costs will continue to fall, whether fusion and SMRs are really five years out, and if vehicle-to-grid has finally arrived.

Lucy Reading

Powerhouse Ventures

Senior Associate,

Speaker

Shaandiin Cedar

Powerhouse Ventures

Principal,

Speaker

Gabriel VanLoozen

Powerhouse Ventures

Principal,

Speaker

Gabe Cuadra

Powerhouse Ventures

Principal,

Speaker

2:35 - 2:55

Coffee Break

2: 55 - 3:00

Portfolio Company Highlight: ThinkLabs

ThinkLabs’ autonomous orchestration copilot empowers control room operators to reliably operate the modern grid. The ThinkLabs copilot is powered by a proprietary digital twin of the grid, which uses physics-informed AI to generate real-time insights. ThinkLabs capabilities are a critical step towards supporting the grid during the electrification and renewables era.

Josh Wong

ThinkLabs

Founder & CEO,

Speaker

3:00 - 3:20

New Portfolio Company Introduction: Mineral Forecast

Mineral Forecast helps geologists at mining and exploration companies decide where to explore, where to drill, and how to optimize existing mining sites with new AI insights and recommendations.

Javier Muñoz

Mineral Forecast

CEO & Co-Founder,

Speaker

Shaandiin Cedar

Powerhouse Ventures

Principal,

Moderator

3:20 - 3:25

Portfolio Company Highlight: Tyba

Tyba provides end-to-end modeling for the optimal design and operation of standalone and hybrid energy storage systems. Their flexible platform lets developers understand where and how to build, investors value storage assets more confidently, and operators forecast and capture value on a daily basis.

Michael Baker

Tyba

CEO & Co-Founder,

Speaker

3:25 - 3:45

New Portfolio Company Introduction: OnPeak Weather Group

OnPeak Weather Group provides weather decision intelligence for high-consequence industries, beginning with utilities. The company translates weather models, sensor data, and operational context into probabilistic outcome forecasts that enable operators to make better-informed decisions during extreme weather events.

Kevin Clifford

OnPeak Weather Group

CEO & Co-Founder,

Speaker

Tyler McCandless

OnPeak Weather Group

CTO & Co-Founder,

Speaker

Gabe Cuadra

Powerhouse Ventures

Principal,

Moderator

3:45 - 3:50

Portfolio Company Highlight: Heron Power

Heron Power is modernizing power conversion and interconnection with modular solid state transformers and advanced control software. The technology reduces manufacturing complexity, improves grid stability, and significantly accelerates interconnection for inverter-based resources.

Drew Baglino

Heron Power

Founder & CEO,

Speaker

3:50 - 4:00

Closing

Emily Kirsch

Powerhouse Ventures

Founder & MP,

4:00 - 5:00

Happy Hour

5:00 - 6:00

Watt It Takes Live with Drew Baglino, Founder and CEO of Heron Power

Drew Baglino

Heron Power

Founder & CEO,

Guest

Emily Kirsch

Powerhouse Ventures

Founder & MP,

Host

Thursday, October 22, 2026 | New Dawn - Oakland 

4:00 - 5:00

Private Reception - Powerhouse Ventures Investors and New Dawn Host Committee

5:00 - 6:00

VIP Admission - For those who purchased VIP tickets

6:00 - 10:00

General Admission - For all those with tickets

*All AGM attendees will receive a complementary VIP ticket to New Dawn

Featured Founders & Speakers

Featured Founders & Speakers

David Crane

Generate Capital

CEO

Drew Baglino

Heron Power

Founder & CEO,

David Bromberg

Pearl Street Technologies

CEO & Co-Founder

Tamara Mendelsohn

Overstory

COO,

Josh Wong

ThinkLabs AI

Founder & CEO

Ashwin Dias

Presto

Founder & CEO

Matt Campbell

Terabase

CEO & Co-Founder

Michael Baker

Tyba

CEO & Co-Founder

Javier Muñoz

Mineral Forecast

CEO & Co-Founder

Richard Zhang

CVector

CEO & Co-Founder

Tyler Ruggles

CVector

CTO & Co-Founder

David Kozak

Distill Energy

CEO & Co-Founder,

Aaron Goldfeder

AZX

CEO & Co-Founder,

Richard Evans

AZX

CTO & Co-Founder

Michael Albrecht

AZX

COO & Co-Founder,

Kevin Clifford

OnPeak Weather Group

CEO & Co-Founder

Tyler McCandless

OnPeak Weather Group

CTO & Co-Founder

Powerhouse Ventures Team

Powerhouse Ventures Team

Powerhouse Ventures Team

Emily Kirsch

Founder & MP

Marie Thompson

Partner

Gabe Cuadra

Principal

Gabriel VanLoozen

Principal

Shaandiin Cedar

Powerhouse Ventures

Principal

Shaandiin Cedar

Principal

Lucy Reading

Senior Associate


Kendall Cody

Marketing & Comms Director

Eric Zhang

Operations Associate

Jasmine Sorrells

Executive Assistant

Attending Limited Partners

Attending Limited Partners

Attending Limited Partners

Alina Zagaytova

Deputy General Counsel, Venture Global

Deputy General Counsel, Venture Global

Deputy General Counsel, Venture Global

Alok Sindher

Founder and Managing Partner, Tierra Adentro Growth Capital

Founder and Managing Partner, Tierra Adentro Growth Capital

Founder and Managing Partner, Tierra Adentro Growth Capital

Audrey Lee

Audrey Lee

CEO, Lyra Power Technologies

CEO, Lyra Power Technologies

CEO, Lyra Power Technologies

Avra Durack

Avra Durack

Board Member and Strategic Advisor, Hyde Renewables

Board Member and Strategic Advisor, Hyde Renewables

Board Member and Strategic Advisor, Hyde Renewables

Barclay Palmer

Barclay Palmer

Executive Editor and Board Member, Climate & Capital Media

Executive Editor and Board Member, Climate & Capital Media

Executive Editor and Board Member, Climate & Capital Media

Bethany French

Bethany French

Senior EHS Counsel, Apple

Senior EHS Counsel, Apple

Senior EHS Counsel, Apple

Ben Cluff

Ben Cluff

Managing Director, Winthrop Square Capital

Managing Director, Winthrop Square Capital

Managing Director, Winthrop Square Capital

Ben Tarbell

Ben Tarbell

CEO and Co-Founder, Ebb Carbon

CEO and Co-Founder, Ebb Carbon

CEO and Co-Founder, Ebb Carbon

Bodhi Burgess

Bodhi Burgess

President , Illuminav Advisors

Brian Janous

Brian Janous

CCO and Co-Founder, Cloverleaf Infrastructure

Brian Johns

Brian Johns

Engineering Manager, Pure Storage

Carlos Kokron

Carlos Kokron

General Partner, SE Ventures

Caroline Noble

Caroline Noble

Director, The Monarch Foundation

Director, The Monarch Foundation

Director, The Monarch Foundation

Chris Cholette

Chris Cholette

Senior Vice President of Engineering, Navan

Senior Vice President of Engineering, Navan

Senior Vice President of Engineering, Navan

Chris Vargas

Chris Vargas

Co-Founder, Kip AI

Co-Founder, Kip AI

Chrysanthe Gussis

Chrysanthe Gussis

Early Stage Business Investor and Advisor

Early Stage Business Investor and Advisor

Early Stage Business Investor and Advisor

Colby Hastings

Colby Hastings

Senior Director of Residential Energy, Tesla

Senior Director of Residential Energy, Tesla

Corinne Still

Corinne Still

Founding Partner, Northampton Capital Partners

Founding Partner, Northampton Capital Partners

Founding Partner, Northampton Capital Partners

Craig Tighe

Craig Tighe

Partner, DLA Piper

Partner, DLA Piper

Partner, DLA Piper

David Arfin

David Arfin

CEO, NineDot Energy

CEO, NineDot Energy

CEO, NineDot Energy

David Crane

David Crane

CEO, Generate Capital

CEO, Generate Capital

CEO, Generate Capital

Denise Miller

Partner, WovenEarth Venutes

Partner, WovenEarth Venutes

Partner, WovenEarth Ventures

Partner, WovenEarth Venutes

Dorian West

Dorian West

Co-Founder, Electric Hydrogen

Co-Founder, Electric Hydrogen

Co-Founder, Electric Hydrogen

Doug Moorehead

Doug Moorehead

Senior Vice President, Engie

Senior Vice President, Engie

Senior Vice President, Engie

Edward Hunt

Edward Hunt

Vice President, American Electric Power

Vice President, American Electric Power

Vice President, American Electric Power

Emilie Hung

Emilie Hung

Individual

Individual

Individual

Emma Stewart

Co-Founder, Stewart-Gill Family Trust

Co-Founder, Stewart-Gill Family Trust

Co-Founder, Stewart-Gill Family Trust

Gabriel Kra

Gabriel Kra

Co-Founder and Managing Director, Prelude Ventures

Co-Founder and Managing Director, Prelude Ventures

Co-Founder and Managing Director, Prelude Ventures

Gehry Oatey

Gehry Oatey

Manager of ESG Data & Analytics, Oatey Company

Manager of ESG Data & Analytics, Oatey Company

Manager of ESG Data & Analytics, Oatey Company

Gregoire Viasnoff

Gregoire Viasnoff

Global Head of Accelerator, SE Ventures

Global Head of Accelerator, SE Ventures

Global Head of Accelerator, SE Ventures

Hannah Bascom

Hannah Bascom

General Manager, Uplight

General Manager, Uplight

General Manager, Uplight

James Sandler

James Sandler

Individual

Individual

Individual

Jason Green

Jason Green

Founder, Greenbridge Foundation

Founder, Greenbridge Foundation

Founder, Greenbridge Foundation

Jerry Lin

Jerry Lin

Mission Investing Analyst, The David and Lucile Packard Foundation

Mission Investing Analyst, The David and Lucile Packard Foundation

Mission Investing Analyst, The David and Lucile Packard Foundation

Jessy Rivest

Jessy Rivest

Investment Partner, Khosla Ventures

Investment Partner, Khosla Ventures

Investment Partner, Khosla Ventures

John Powers

John Powers

Founder, Elexity

Founder, Elexity

Founder, Elexity

Jon Foster

Jon Foster

Board Member, Avalanche Energy

Board Member, Avalanche Energy

Board Member, Avalanche Energy

Jon Wellinghoff

Jon Wellinghoff

CEO, GridPolicy

CEO, GridPolicy

CEO, GridPolicy

Julie Caskey

Julie Caskey

Attorney and Consultant

Attorney and Consultant

Attorney and Consultant

Lauryn Poyser

Lauryn Poyser

Investor, Energy Impact Partners

Investor, Energy Impact Partners

Investor, Energy Impact Partners

Luigi Semenzato

Luigi Semenzato

Individual

Individual

Individual

Luke Dunnington

Luke Dunnington

Founder and Former President, Intersect

Founder and Former President, Intersect

Founder and Former President, Intersect

Marc van Gerven

Marc van Gerven

Managing Director, Issaquah Ventures

Managing Director, Issaquah Ventures

Managing Director, Issaquah Ventures

Matt Maloney

Matt Maloney

Advisor and Investor

Advisor and Investor

Advisor and Investor

Mike Mehawich

Mike Mehawich

Co-Founder and CSO, Nextpower

Co-Founder and CSO, Nextpower

Co-Founder and CSO, Nextpower

Nick Brod

Nick Brod

Senior Vice President of Energy Management, DNV

Senior Vice President of Energy Management, DNV

Senior Vice President of Energy Management, DNV

Nicole Lombardo

Nicole Lombardo

Head of Product Solutions & Activation, Energy & Mobility Ecosystems, Google

Head of Product Solutions & Activation, Energy & Mobility Ecosystems, Google

Head of Product Solutions & Activation, Energy & Mobility Ecosystems, Google

Peter Gajdoš

Peter Gajdoš

Deputy Chief Investment Officer & Portfolio Manager, Fifth Wall

Deputy Chief Investment Officer & Portfolio Manager, Fifth Wall

Deputy Chief Investment Officer & Portfolio Manager, Fifth Wall

Peter Reinhardt

Peter Reinhardt

CEO, Charm Industrial and Revoy

CEO, Charm Industrial and Revoy

CEO, Charm Industrial and Revoy

Rachel Sheinbein

Rachel Sheinbein

Partner, Very Serious Ventures

Partner, Very Serious Ventures

Partner, Very Serious Ventures

Robert O'Connor

Robert O'Connor

Member, WSGR

Member, WSGR

Member, WSGR

Sarah Valdovinos

Sarah Valdovinos

Managing Partner, Golden Sail Ventures

Managing Partner, Golden Sail Ventures

Managing Partner, Golden Sail Ventures

Scott Reising

Scott Reising

Managing Director, Glacial Till Capital LLC

Managing Director, Glacial Till Capital LLC

Managing Director, Glacial Till Capital LLC

Shounok Sinha

Shounok Sinha

Managing Director, Constellation Technology Ventures

Managing Director, Constellation Technology Ventures

Managing Director, Constellation Technology Ventures

Susan Morey

Susan Morey

Senior Staff Megapack Policy Advisor, Tesla

Senior Staff Megapack Policy Advisor, Tesla

Senior Staff Megapack Policy Advisor, Tesla

Thoralf Gutierrez

Thoralf Gutierrez

Co-Founder and CEO, Sirona Technologies

Co-Founder and CEO, Sirona Technologies

Co-Founder and CEO, Sirona Technologies

Tiffany Chu

Investor

Investor

Investor

Tim Derrick

Renewable Energy Advisor, Power Planet

Renewable Energy Advisor, Power Planet

Renewable Energy Advisor, Power Planet

Tom O'Keefe

Tom O'Keefe

Climate-tech Investor

Climate-tech Investor

Climate-tech Investor

Tom Werner

Tom Werner

Investor

Investor

Investor

Urvi Parekh

Urvi Parekh

Former Head of Global Energy, Meta

Former Head of Global Energy, Meta

Former Head of Global Energy, Meta

Wilson Tsai

Principal, Greedy Fish Ventures

Principal, Greedy Fish Ventures

Principal, Greedy Fish Ventures

2026

2026

2026

NEW DAWN

NEW DAWN

NEW DAWN

NEW DAWN

New Dawn is our annual party that celebrates the innovators, investors, and entrepreneurs who have built this industry, and those who are taking it to the next level. New Dawn is happening on Thursday, October 22nd, the day after our AGM, and all attending LPs will receive a fully comped VIP ticket.