Overlay Capital

Overlay Capital operates at the intersection of private markets and sustainability within the built environment, offering investment products spanning innovation to infrastructure. We invest in secular growth stories in businesses with known demand curves. Our venture and growth equity investments generally focus on reimagining our built environment, updated industrial systems, and climate technologies to replace scarce, pollutive, and costly products with abundant, clean, and economical ones. Our innovation funds provide investors with unique access to high-quality deal flow and custom strategies leveraging our ecosystem of collaborators and fund partners. Current funds focus on sustainable innovations for the built environment, supply chain resilience, and food security.