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Wind farm
Outcomedecision sheet
Tonight · output against the peak
peak00:0006:0012:0018:00
Cap factor
91%+2
Output
128 MW+4%

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Energiaai-vc-desk
Build me a venture-capital dashboard on grid software and firm power.
Reply to Energia…↑

Looking up the data

your folder · the marketplace · the web
search ›
Your folder~/vc/0 found
▤portfolio.csvlocal12 positions✓
▤pipeline.xlsxlocal48 deals · Tue✓
▸notes/local31 memos✓
▤crm-export.csvlocal210 contacts✓
▸decks/local9 files✓
Marketplaceenergia.co/market0 found
▤startups.csvlibrary37 rows · 2026-09-28✓
▤deals.csvlibrary30 rows · 12 mo✓
◇grid-interconnection-queuepartner · GridCARE205 GW · ERCOT✓
◇firm-power-offtakespartner · Form Energy48 contracts✓
▤pathways.csvlibrary6 rows · $/MWh✓
◇vendor-leadtimescommunity74 vendors✓
The web✦ AI search0 found
Iiea.orgPDFElectricity 2026 · data-centre demandload growth to 2030 by region · 214 pp✓
Fferc.govPDFOrder No. 2023 · interconnection reformcluster studies, readiness deposits · 1,481 pp✓
Eercot.comdatasetLarge-load queue · Batch Zero204 projects · 66.4 GW conditional · CSV✓
Ggithub.comrepoPyPSA/pypsa-usaopen model of the US power system · ★ 280✓
Uutilitydive.comarticlePGE signs 80 MW for data centerscurtailable service as the fast lane✓

Here's how your data fits together

ontology · 27 joins
your team · vc-ontology · 9 classesmarketplace · energy-world-model · 34 joinsmerged · 27 joins kept

Startup

One company per row, recognised in every table.

⌥ merged · 3
startupslibrary
companiesGridCARE
pipelineyours

Deal

One dated capital event.

⌥ merged · 2
dealslibrary
pipelineyours

Opportunity

The call: GO · WATCH · PASS.

opportunitieslibrary

Pathway

A way to a gigawatt of firm power.

⌥ merged · 2
pathwayslibrary
offtakesForm Energy

Vendor

Who sells each option.

⌥ merged · 2
vendorslibrary
leadtimescommunity

Running the world models

open source wrapped · ours computing
github › search: "power systems simulator" language:python
PyPSA/PyPSA★ 1.4kwrap → grid-headroom
NREL/REopt★ 230wrap → sizer-validator
e2nIEE/pandapower★ 990skip · overlaps
the systems map · tables in → models → figures outwiring…

▤ pathways.csv

pathwaystr
monthsint[2]
usd_mwhfloat[2]

▤ queue · ERCOT

projectstr
mwfloat
zonestr

▤ startups.csv

companystr
trlint
funding_mfloat

▤ offtakes

buyerstr
mwfloat
term_yint
energia

firm-power-sizer

in { mw: 1000, slot: false }
out { mo: [6, 24], usd: [100, 150] }
wrapped

grid-headroom

in { queue: "ercot" }
out { lanes: 12, gw: 66.4 }
energia

readiness

in { trl, funding_m }
out { quadrant, n: 37 }
wrapped

sizer-validator

in { run: sizer.out }
out { delta: 8%, ok: true }
figure

6–24 mo to 1 GW

fuel-cell bridge · $100–150/MWh

figure

12 fast lanes

of 204 projects · curtailable

figure

37 startups placed

9 de-risked · 4 GO

figure

sizer agrees ±8 %

validated against REopt

Writing the programs

workflow · 5 steps · Mondays 07:00 UTC
1functioningestfetch the 7 tables · keep provenance
2functionontologyapply vc-ontology · 27 joins
3modelsizerrun firm-power-sizer on 6 pathways
4wrappedheadroomPyPSA, wrapped · ERCOT queue
5functionbuild-pageai-vc-desk · 6 components
the decision tree · what the sizer decides…
slot heldno slotfirm by 2030later1 GW · West Texasspeed firstclean firstGas24–36 moFuel-cell bridge6–24 moNuclear24–48 moRenewables + LDES36–60
prediction · P(powered by)1,000 runs
0%50%100%024487296Fuel-cell bridgeSpeed-first gasGrid-patient
$dataflow run ai-vc-desk --json
✓ingest 7 tables · 1,131 rows · provenance kept
✓ontology 27 joins across 7 tables
✓sizer 6 pathways · 6–96 mo · $50–150/MWh
✓headroom PyPSA · 205 GW queue · 12 fast lanes
✓build-page ai-vc-desk · 6 components

Assembling the dashboard

ai-vc-desk · component marketplace
componentsKPI tileReadiness planeCalls tablePathway clockQueue barsVendor mapSankey
Rounds · 12 mo
$10.7B
▲ 3 since last run
⌸ deals.csv
The calls
4 / 4 / 2
GO · WATCH · PASS
⌸ opportunities.csv
Calls · newest
GridCAREGOfirm capacity from existing lines
Niv-AIGOload-swing smoothing for GPU campuses
Smart WiresGO4 GW of headroom on lines already built
Emerald AIWATCHflex dividend · utilities still piloting
⌸ opportunities.csv · D-08
Readiness plane · TRL × capitalde-riskedGridCARENiv-AIEmerald AISmart WiresTRL 2 → 9funding ↑ · 37 startups⌸ startups.csv
Pathway clock · months to 1 GW024487296Fuel-cell bridgeSpeed-first gasNuclearGrid-patient⌸ pathways.csv · sizer
ERCOT queue
WNSHP
⌸ queue · PyPSA
What changedrun 5 · 10-12
+deals.csvGridCARE · Series A · $64M
~opportunities.csvD-08 · WATCH → GO
+startups.csvSmart Wires · TRL 8
−vendors.csv1 row superseded
News · live intakelistening
10-12PGE signs 80 MW of curtailable load for data centersUtility Dive
10-11Batch Zero: 204 large-load projects, 66.4 GW conditionalERCOT
10-10Fluence cuts FY26 revenue guidance to $2.4BReuters
10-09GridCARE closes $64M Series A for grid headroomCanary
10-08Order 2023 compliance filings due for 3 RTOsFERC
10-07Oracle confirms 2.4 GW of Bloom fuel cellsBloomberg
10-12PGE signs 80 MW of curtailable load for data centersUtility Dive
10-11Batch Zero: 204 large-load projects, 66.4 GW conditionalERCOT
10-10Fluence cuts FY26 revenue guidance to $2.4BReuters
10-09GridCARE closes $64M Series A for grid headroomCanary
10-08Order 2023 compliance filings due for 3 RTOsFERC
10-07Oracle confirms 2.4 GW of Bloom fuel cellsBloomberg

opportunities.csv

data viewer

the rows behind "Calls · newest"

idcompanycallas_of
D-07Niv-AIGO2026-09-14
D-08GridCAREGO2026-09-28
D-09Smart WiresGO2026-09-02
D-10Emerald AIWATCH2026-09-21
source · businesswire.com · 2026-05-14 · ● verifiedlast updated 2026-10-12 · run 5 · 30 rows

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