Energy Transition Ventures

Partners Neal Dikeman, Craig Lawrence, and Q Song lead the firm. Dikeman previously founded Jane Capital and worked at Shell Technology Ventures. Lawrence was a partner at Accel and held roles at SunEdison and SolarBridge. Song brings experience from GS Energy, GS EPS, and Samsung Securities, deepening the partnership’s Asia-based energy ties.

The firm leverages deep operator networks across the energy sector, particularly through prior roles at Shell Technology Ventures, Accel, SunEdison, and GS Energy. Its presence in Houston — an energy-industry hub — combined with Seoul and San Francisco offices, provides visibility into both traditional energy corporates and emerging technology clusters, supporting deal origination that blends incumbents and startups.

The firm presents itself as making direct venture investments from seed through growth stages. No separate fund-of-funds vehicle or disclosed commitments to external GPs have been identified. Its portfolio page lists direct company investments, and its team backgrounds emphasize operating and direct-investing roles.

The firm targets early-stage rounds including seed and start-up, as well as growth investments. This flexible approach allows participation from a company’s first institutional raise through later-stage expansion capital, particularly in capital-intensive energy hardware and infrastructure technology.

The firm does not publish a formal exclusions list. However, its stated focus areas — distributed energy, electrification, mobility, resource efficiency, and enabling technologies — indicate it does not actively pursue biotech, enterprise SaaS, or consumer internet outside of energy-adjacent applications. Traditional oil and gas exploration and production is not represented in its disclosed portfolio.