Overlay Capital

Overlay is a private investment firm focused on the essential systems that will power, connect, and sustain modern life over the next 50 years. We deploy capital across energy, waste, and the built environment, where our operational insight, trusted relationships, and informational edge allow us to uncover attractive risk-adjusted returns. We invest in structural transitions shaping the infrastructure of the future. As cost curves collapse and technology expands what is possible, core systems across energy, materials, and the built environment are being rebuilt. Overlay invests early, before markets fully price the re-rating. We focus on areas where technological, regulatory, and capital-markets shifts are converging to narrow outcomes. We aim to invest early in assets and platforms where risk is declining, and value creation potential is increasing across energy, waste, and the built environment.