ArcTern Ventures

Flashfood’s 2025 Impact Report, The Future of Food is Abundant, is out now, highlighting the opportunity to build a food system where nutritious food is more affordable, fewer people face food insecurity, and less goes to waste. With food waste responsible for an estimated 8–10% of global greenhouse gas emissions, reducing it is both a major climate opportunity and a pathway to a more abundant, accessible and food-secure future. 🍅 ⬇️ Read the full report linked in the comments

Hydrostor’s new 60 MW offtake agreement with Clean Energy Alliance marks another important step for long-duration energy storage in California. By storing excess solar energy and delivering it when demand is highest, projects like Willow Rock can reduce reliance on fossil fuels, improve grid reliability, and help enable a cleaner, more resilient electricity system as renewable generation continues to grow. ⬇️ Read the full announcement in the comments below.

#ICYMI, here’s what our portfolio companies have been up to this past month! 👀 ☀️ Palmetto launched the Palmetto Energy Backup Plan, a battery-only product leasing offering that makes home resiliency accessible to customers.  https://bit.ly/4vQ6R0R 🛰️ ev.energy shared that Eve now enables Tesla Wall Connector owners in Con Edison and Orange & Rockland territory to join SmartCharge NY directly from the Tesla app, expanding participation in managed charging programs that help balance the grid. https://bit.ly/4xdgKae 💻 SPAN CEO, Arch Rao, shared his thoughts with Forbes Technology Council on why unlocking underutilized capacity at the grid edge is the key to bringing speed to power in the age of AI. https://bit.ly/4frLr5t 🍅 Flashfood has added Apple Pay and Google Pay as payment methods for their food waste reduction app, bringing affordable groceries and convenient processes to their users. https://bit.ly/4fEyfZP 🛍️ Trove expanded its resale partnership with Brooks Running to include apparel alongside footwear, reflecting growing momentum behind retail resale programs. https://bit.ly/45uAt9g Want to keep up to date with our portfolio news? Sign up for our newsletter, The TERN: https://lnkd.in/eGx6z7zR

Reducing food waste is one of the fastest, most effective ways to lower emissions across the food system. By bringing together two leading AI-powered food waste platforms, Winnow's acquisition of Lumitics expands its ability to help hospitality operators across Asia-Pacific cut waste, improve kitchen efficiency, and reduce their environmental footprint at scale. 🍅 ⬇️ Read the full announcement in the comments

Energy is no longer just a commodity—it's a strategic asset. ⚡️ If you're heading to The Drop 2026 in Malmö this September, don't miss Toyota Ventures' Ethan Sohn co-hosting a Ripple discussion alongside ArcTern Ventures' Dinesh Ganesan on the future of energy infrastructure. They’ll be unpacking the real bottlenecks of the energy stack and exploring scalable pathways to meet the surging power demand driven by AI and electrification. 📍 Location: Malmö, Sweden 📅 Event: The Drop 2026 🔗 RSVP & Details: https://luma.com/2pcnf4e1

Mosa Meat continues to build momentum with €875,000 in development capital from Invest International to support its global expansion. As cultivated meat moves closer to commercialization, innovations like this have the potential to help decarbonize food production while building a more resilient global food system. 🍔

Cyclic Materials has appointed Tomasz Poznar, Ph.D. as Chief Commercial Officer, strengthening its leadership team as the company scales commercial operations across North America, Europe, and Asia to meet growing demand for rare earth materials. 👏 As the world works to build more secure, circular supply chains for critical minerals, this milestone supports the technologies powering electrification, AI, and the broader clean energy transition. ⬇️ Read the full announcement linked in the comments below.

📈 Reliability, affordability and economic growth all depend on one thing: governments working together. As electricity demand accelerates and governments pursue ambitious infrastructure goals, one question sits at the centre of Canada's energy future: how do we align priorities across jurisdictions while keeping projects moving? At Electricity Transformation Canada 2026, join Tom Rand, Co-Founding Partner at ArcTern Ventures, and Heather Exner-Pirot, Director of Energy, Natural Resources and Environment at the Macdonald-Laurier Institute, for Federal-provincial fault lines: Turning tension into coordination. This timely discussion will examine: ⚡ What productive federalism looks like during Canada's grid transformation ⚡ Why some jurisdictions are advancing projects faster than others ⚡ How governments can move beyond policy disagreements to support investment and infrastructure development ⚡ What collaboration is needed to strengthen reliability, affordability and long-term economic growth Whether you work in government, utilities, project development, finance, regulation or public policy, this session will offer valuable perspectives on one of the defining challenges facing Canada's electricity sector. Join more than 2,000 industry leaders at Canada's largest clean electricity conference and exhibition, where the conversations shaping the country's energy future take place. 🎟️ Register early to save. Early-bird rates are available until September 18, and CanREA members receive additional savings. View the full agenda and register today: https://lnkd.in/ecrxVEue #ETC2026 #CleanEnergy #Electricity #EnergyPolicy #EnergyTransition #RenewableEnergy #Infrastructure #Canada #GridModernization #PublicPolicy

#ICYMI, here’s what our portfolio companies have been up to this past month! 👀 🛰️ Muon Space announced a $26M investment in their Earth Fire Alliance non-profit and their FireSat program from the Bezos Earth Fund. https://bit.ly/44bh6BJ 💻 SEEQC was awarded participation in U.S. CCHIPS Act-Backed Microelectronics Commons NORDTECH Quantum R&D Program. https://bit.ly/4y5K17V 🍅 Flashfood is bringing their grocery boxes to all Gelson's Markets's locations after testing the program over the past year. https://bit.ly/4gkHZud ☀️ King Energy launched a new commercial solar project at Fremont Square in Oxnard, California. With a 700 kW-DC system, the installation is expected to produce 1,070,239 kWh annually, helping stabilize tenant energy costs and supporting the asset's performance over time. https://bit.ly/4y8vicj 🥕 Winnow has appointed two hospitality industry veterans to their advisory board. Paul Whetsell (CEO, CapStar Hotel Company) and Gregory Maliassas (CEO, Driftwood Hospitality Management) will help Winnow scale its food waste AI across hotel and resort portfolios globally. https://bit.ly/4vKESjV Want to keep up to date with our portfolio news? Sign up for our newsletter, The TERN: https://lnkd.in/eGx6z7zR