Keyframe Capital is a New York-based cross-asset, special situations investment firm focused on technology and regulatory changes. It invests in companies, assets, and management teams across energy transition, transportation, and the built environment, targeting $25–75M investments with flexible capital structures.
41% of their portfolio is in Climate & Energy. Deal activity decreased year-over-year (1 deal in the last 12 months vs 2 prior). Their most common stage is series-b (47% of deals). Average disclosed round size is $31.7M (across 16 rounds with reported amounts).
Portfolio
12
Fund Size
—
Top Stage
Series B
Last 12 Mo
1
Team
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
DealsAvg Round Size
Portfolio
17 investments
| Company | Round | Amount | Date |
|---|---|---|---|
 PassiveLogic | Series C | — | Sep 2025 |
 Utilidata | Series C | $60.3M | Apr 2025 |
 David Energy | Series B | $23M | Sep 2024 |
| IInfogrid | Unknown | $13M | Jan 2024 |
| IInfogrid | Series B | $90M | Jan 2023 |
 HopSkipDrive | Series D | $37M | Sep 2022 |
 Aero | Series B | $65M | Aug 2022 |
| Utilidata | Series B | $26.8M | Feb 2022 |
| PassiveLogic | Series B | $34M | Jan 2022 |
 Autofleet | Series B | $20M | Oct 2021 |
| PassiveLogic | Series A | $16M | Jan 2021 |
 Arcadia | Series B | $25M | Aug 2018 |
| David Energy | Series A | $23M | — |
 Aquicore | Unknown | $14M | — |
 Logical Buildings | Unknown | $10M | — |
 Buildings IOT | Growth | $10M | — |
 Xeal | Series B | $40M | — |
Top Co-Investors
noa6 shared
BoxGroup3 shared
Addition3 shared
NVentures3 shared
Real Ventures2 shared
Cathay Innovation2 shared
RJT Credit2 shared
Brookfield Corporation2 shared
Moore Strategic Ventures2 shared
Energy Impact Partners2 shared
Repeat Ventures2 shared
The Venture Collective2 shared
Northzone2 shared
Union Square Ventures1 shared
U.S. Venture Partners1 shared
New Era Capital Partners1 shared
EQT Ventures1 shared
NREP1 shared
Next Gear Ventures1 shared
Last updated: 7 October 2026