Overlay Capital

Overlay Capital is a private investment firm that specializes in the essential infrastructure systems—energy, waste, and the built environment—required to sustain modern life over the next 50 years. They are particularly active in the "capital-constrained" stages of development, frequently providing structured capital, bridge funding, and interconnection deposit financing for energy projects. With a stated ethos of investing where structural change is inevitable but not yet priced, they lean heavily into innovative frontiers like fusion and firm power, as well as technology-enabled waste recovery systems.