Asset Manager

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Gauzy

Eyal Peso founded Gauzy in 2009, a Nasdaq-listed smart-glass manufacturer supplying Mercedes-Benz and Texas Instruments from Tel Aviv, Stuttgart, and...

Gauzy logo

Gauzy

Eyal Peso and Adrian Lofer founded Gauzy in Tel Aviv in 2009. The company operates at the intersection of material science and optics, producing liquid-crystal-based films that turn transparent glass opaque on command. Gauzy went public on the Nasdaq in June 2024 under ticker GAUZ, marking a pre-revenue industrial materials listing from the Israeli market. Gauzy develops and manufactures suspended particle device (SPD) and polymer-dispersed liquid crystal (PDLC) technologies. These materials go into automotive sunroofs, cockpit partitions, and architectural smart windows. Confirmed customers and partners include Mercedes-Benz for select sunshade applications, Texas Instruments for component integration, and Brose, a tier-one automotive supplier. The company runs an automotive division alongside an aeronautics-focused unit, supplying dimmable windows for business-jet cabins. Geographic footprint spans engineering and R&D in Tel Aviv, a production facility in Stuttgart, Germany, and a commercial office in Dallas, Texas. Gauzy raised over $185 million in venture funding from investors including Ibex Investors, Olive Tree Ventures, and BlueRed Partners before its public listing. The team operates dual manufacturing lines in Israel and Germany. The Nasdaq listing was completed via a $4.50-per-share IPO and a concurrent private placement anchored by an institutional investor, pricing below its original range. In September 2024, the company acquired a competing smart-glass film manufacturer to consolidate production capacity in Europe. Gauzy is a direct manufacturer — not a reseller — competing against deep-pocketed chemical conglomerates like Eastman and Saint-Gobain. Its structural difference is vertical integration: the company controls liquid-crystal formulation, film coating, and end-product lamination under one roof, a departure from the licensing-only approach held by patent holders like Research Frontiers. CEO Peso has publicly stated the goal is to operate the business at a cash-flow-positive level by 2026 without additional capital raises.

Website
gauzy.com

General information

Firm type

Asset Manager

Year founded

2009

AUM

Undisclosed

Location

Region

Middle East

Country

Israel

City

Tel Aviv

Corporate office

Tel Aviv, Israel

Additional offices

Stuttgart, Germany · Dallas, Texas, United States

Principals

Eyal Peso

Co-Founder & CEO

Adrian Lofer

Co-Founder & CTO

Sector focus

Industrial TechMobility & TransportationAutomotive Technology

Frequently asked questions

Who runs Gauzy and makes the key operating decisions?

Co-Founder Eyal Peso serves as CEO, and Co-Founder Adrian Lofer is CTO. Peso leads commercial strategy and investor relations, including the decision to list on Nasdaq in June 2024. Lofer oversees the R&D teams in Tel Aviv and the process-engineering groups in Germany.

Is Gauzy a manufacturer or a technology licensor?

Gauzy is a direct manufacturer. It formulates its own liquid-crystal chemistry, coats the film substrates, and laminates the finished glass products. This contrasts with SPD patent holder Research Frontiers, which operates a pure licensing model.

What does Gauzy produce, and who buys it?

Gauzy manufactures SPD and PDLC smart-glass films that switch from clear to opaque with electric current. Automotive customers include Mercedes-Benz for panoramic roof shading and Brose for window-shade systems. Texas Instruments supplies driver chips for the control modules. The aeronautics division supplies business-jet OEMs with dimmable cabin windows.

How is Gauzy funded today after the IPO?

Gauzy completed a Nasdaq IPO in June 2024 at $4.50 per share, raising proceeds alongside a concurrent private placement. Prior to the listing, the company raised over $185 million from venture investors including Ibex Investors and Olive Tree Ventures. It also maintains a revolving line from Israeli institutional lenders.

Where are Gauzy's operations located?

R&D headquarters are in Tel Aviv. The primary production plant is in Stuttgart, Germany, where liquid-crystal coating and lamination lines run. A commercial and sales office operates from Dallas, Texas to serve North American automotive and architectural accounts.

What is Gauzy's posture on external co-investment or strategic partnerships?

Gauzy has historically taken strategic minority investments from industrial partners alongside venture capital. Post-IPO, the company has signaled openness to joint-development agreements with tier-one automotive suppliers, but it has not formed a formal co-investment vehicle alongside external GPs.

What is the structural challenge for Gauzy's business model?

Gauzy competes against the chemical-conglomerate scale of Eastman (Saflex) and Saint-Gobain's materials division. The company's cash-flow breakeven plan depends on premium automotive attach rates growing beyond current panoramic-roof specifications. CEO Eyal Peso has publicly targeted operational cash-flow positivity by 2026.

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