Anzu Partners

Stay informed with the latest updates from Anzu Partners and our portfolio companies! Our monthly newsletter includes insights on:   - New financing - Technical advancements  - Business milestones and much more! 📩 Subscribe now to receive our upcoming newsletter: https://lnkd.in/em9ZfphB 🔗 Check out our most recent edition: https://lnkd.in/g7B8hDuH #Newsletter #Subscribe #VC #AnzuPartners

That’s a wrap on HTVD | HIGHTECH VENTURE DAYS 2025 in Boston! Congratulations to the HTVD team on another successful event. We were thrilled to partner with CSC Leasing, Microtech Ventures, NOVA by Saint-Gobain, and Polsinelli on such a dynamic and energizing day. A big thank-you to PTC Software for hosting us in their beautiful space! We were proud to be part of the conversation—Jenna Abelli shared what we’re building at Anzu Partners, and Jungwoo Lee, CEO of South 8 Technologies, was among the 30+ impressive startups that pitched throughout the day. Always a pleasure to catch up with friends and co-investors including Bosch, Consumers Energy, GM Ventures, Lockheed Martin, Magna International, TechNexus Venture Collaborative, Western Digital, and many more. ➡️ Next stop: HTVD in Dresden, Germany this October — we’ll see you there! Ittie Rehani, Joseph Clark III, Whitney Haring-Smith Shoutout to Alexander Tietze, Mareen Rösch, Urla Zähr, Annemarie Weder, Sophia Glas, Anastasia Williams, Joerg Schueler for making it all happen. #HTVD2025 #HardTech #VentureCapital #DeepTech #AnzuPartners

We’re proud to share that Henk Both, Principal at Anzu Partners, will be moderating a panel at #ETS2025, taking place April 9–10 in Bilbao, Spain. The conversation will explore how decentralized energy solutions, including microgrids, advanced batteries, and virtual power plants, can help build a more resilient and sustainable grid. Panelists include: - Nigel McCleave, Partner at Lightrock - Serhat Aydogdu, Head of Growth, Climate Investments at Seaya Andromeda - Jutta Wuebken, Director, Climate & Industrial Technology at Bryan, Garnier & Co - Sebastian Berning, CEO at Instagrid Learn more below ⬇️

Portfolio Spotlight: Niron Magnetics, Inc. Featured in Bloomberg Originals Rare-earth-free magnets are shaping the future of sustainable technology. Niron Magnetics, an Anzu Partners portfolio company, is at the forefront of this transformation with its high-performance Clean Earth Magnet™ technology. Bloomberg Originals recently highlighted Niron’s breakthrough approach to magnet production, which eliminates supply chain dependencies on rare-earth materials while maintaining exceptional performance for applications in electric vehicles, consumer electronics, and industrial systems. The Bloomberg team visited Niron's facility in Minneapolis and spoke with Professor Jian-Ping Wang, Ph.D., co-founder and former CSO at Niron, Jonathan Rowntree, CEO, Frank Johnson, Ph.D., CTO, Carlijn Mulder, PhD, VP, Magnet Technology and others to learn more about the technology. ⏯️ Watch the full feature or skip to 8:10 to see the Niron Magnetics highlight:  https://lnkd.in/gDYyWXyF #DeepTech #SustainableInnovation #AdvancedMaterials #RareEarthFree #NironMagnetics #AnzuPartners

Only 5 days until HTVD | HIGHTECH VENTURE DAYS 2025 in Boston! Anzu Partners is proud to return as a Strategic Partner, connecting with top hard tech innovators and investors shaping the future. Meet our team at HTVD: Ittie Rehani – Senior Director, Capital Solutions & Investor Relations Joseph Clark III – Principal & SVP, Capital Solutions Jenna Abelli – Principal, Investment Plus, our portfolio companies South 8 Technologies and AM Batteries  will be there, showcasing groundbreaking advancements in battery technology.   📅 April 7-8, 2025 📍 Boston, MA Learn more: https://lnkd.in/gVwwKumf #HTVD2025 #HardTech #VentureCapital #DeepTech #AnzuPartners

Congratulations to XGS Energy, an Anzu Partners portfolio company, on closing $13M in new financing to advance its commercial geothermal power projects across the Western U.S.! This funding strengthens their ability to execute a multi-gigawatt project pipeline and meet the growing demand for baseload power. ➡️ Check out the Heatmap News article for more details: https://lnkd.in/gdtpdUqC Read the Axios exclusive below! #GeothermalEnergy #CleanEnergy #XGSEnergy #AnzuPartners

Last week, Anzu Partners' Investment Principal Henk Both and Investment Director Wilson Poole attended the ARPA-E Energy Innovation Summit in Washington, DC, where innovators, policy experts, and investors gathered to explore how American companies will continue to shape the future of energy. Anzu’s portfolio was represented by executives from Niron Magnetics, Inc., South 8 Technologies, and AM Batteries . Niron Magnetics’ CTO Frank Johnson and VP Tom Grainger were both featured speakers, sharing how Niron is the only company capable of manufacturing rare-earth-free magnets to support the DOE’s longstanding mission of American resource independence. (China controls 90%+ of the world’s rare earth metals and magnets!) $100M of just-announced financing — with more to come this summer! Key takeaways from discussions at our networking event co-hosted with TDK Ventures: 1️⃣ Data centers are driving energy discussions: The Watt-bit spread (Brian Janous) is significantly accelerating investment into areas critical for computational throughput, particularly AI inference—covering baseload power, battery storage, compute efficiency, power electronics, cooling technologies, and infrastructure. Notably, efficiency gains compound demand growth, evidenced by recent successes like EnCharge AI’s $100M Series B and Xendee’s commercial ramp. 2️⃣ Geothermal is gaining momentum: Geothermal offers attractive 24/7 baseload power from domestic resources with zero emissions, particularly suited for data centers and industrial applications. Nuclear energy also benefits, but geothermal uniquely expands our toolkit at a compelling cost structure. Watch this space closely—especially for upcoming developments from XGS Energy. 3️⃣ Hydrogen is out (for now): Electrolyzers were notably absent from summit conversations. Natural gas hydrogen ($1–2/kg) remains by far the most economical feedstock for ammonia, refining, and chemicals—the vast majority of hydrogen demand. Achieving electrolytic hydrogen at $1/kg feels economically unrealistic, given baseload PPAs currently clearing around $110–115/MWh (e.g., MSFT-CEG Three Mile Island). Perhaps investors are starting to revisit fundamental mass balance economics, or maybe attention is simply shifting toward the next hype cycle. #EnergyInnovation #ARPAESummit #NironMagnetics #CleanEnergy #Sustainability

In our February newsletter, Jamie Coffin, Ph.D., President and CEO of Nature's Toolbox, Inc. (NTx), highlights the launch of NTxscribe®, a groundbreaking platform transforming mRNA manufacturing and personalized medicine. Plus, more updates including: - Niron Magnetics, Inc. named Innovation of the Year by mHUB - EnCharge AI welcomed a new Chief Scientist - AM Batteries + South 8 Technologies shared insights on Li-ion battery manufacturing - GelSight’s YouTube feature hit 3.6M+ views!

Anzu Partners is proud to return as a Strategic Partner for HTVD | HIGHTECH VENTURE DAYS 2025! 📅 April 7-8, 2025 📍 Boston, MA HTVD is a premier hard tech investors' conference, bringing together 40 leading hard tech startups from America and Europe with 80 top VCs and CVCs. The event focuses on Series A+ companies in Cleantech, Electronics, Manufacturing, Materials, Mobility, and Space/Defense. 🤝 Meet the Anzu Partners team at HTVD: Whitney Haring-Smith, Managing Partner Ittie Rehani, Senior Director, Capital Solutions & Investor Relations Joseph Clark III, Principal & SVP, Capital Solutions Jenna Abelli, Principal, Investment 🚀 Portfolio companies attending: South 8 Technologies – Advancing liquefied gas electrolytes for next-gen batteries AM Batteries – Revolutionizing dry-electrode battery manufacturing We're excited to be joined by fellow partners Microtech Ventures, NOVA by Saint-Gobain, and Polsinelli. A special thank you to Alexander Tietze for making this event possible. Join us to connect with top innovators and investors driving the future of hard tech. Learn more: https://lnkd.in/gVwwKumf #HTVD2025 #HardTech #VentureCapital #DeepTech #AnzuPartners

Xendee, an Anzu Partners portfolio company, has released a new whitepaper exploring how data centers can address surging energy demand—projected to grow by 160% by 2030—with Distributed Energy Resources (DERs) and Small Modular Reactors (SMRs). Learn how a phased, adaptable approach can: ➡️ Integrate DERs like solar, CHP, and battery storage ➡️ Cut operational costs and reduce exposure to utility rate increases ➡️ Achieve up to 60-80% OPEX reductions and significant CO₂ cuts Download the whitepaper below. #EnergyManagement #DataCenters #Xendee #AnzuPartners