9:00am-6:00pm PT
Wednesday, October 21, 2026
SVB Experience Center
532 Market Street
San Francisco, CA

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.
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

Alina Zagaytova

Alok Sindher






President , Illuminav Advisors

CCO and Co-Founder, Cloverleaf Infrastructure

Engineering Manager, Pure Storage

General Partner, SE Ventures








Denise Miller




Emma Stewart
























Tiffany Chu

Tim Derrick



Wilson Tsai
Parking
2 min walk
3 min walk
4 min walk
Hotels
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.
















































