Annual General Meeting · For Limited Partners & invited guests · Confidential

Twelve years backing climate companies built to outrun their capital.

What the portfolio has proved — and what we're building next.

October 8–9, 2026 AGM · Speedstrap Book Signing · Portfolio & Tech Expo

Why this year matters

Climate venture is being repriced. The companies that endure will not be the ones that raise the most.

Capital is no longer cheap

The market is rewarding discipline, early proof, customer pull, and credible paths to durable revenue.

Climate hardware still has to deploy

The hard companies matter most when they can get into the world before capital becomes the bottleneck.

The market our model was built for

Third Sphere has spent twelve years helping founders turn constraint into speed, leverage, and options.

This AGM is about what we have learned, what the portfolio proves, and where we believe the next decade of climate investing is headed.

Track record · Proof points to finalize

Twelve years of climate investing, measured in companies that moved from theory to deployment.

Portfolio scale

[xx] companies

Across mitigation, resilience, mobility, infrastructure, food, water, energy, and systems software.

Capital efficiency

[x.x]x follow-on leverage

Revenue, customer, and financing milestones reached before capital became the bottleneck.

Commercial proof

[xx] enterprise / public customers

Founders selling into the systems that define daily life: roads, buildings, grids, fleets, food, and safety.

Impact

[impact metric]

GHG reduced or avoided, people protected, waste diverted, infrastructure upgraded, or resources saved.

LP network value

[xx] high-value intros

Customer, talent, strategic partner, and follow-on investor connections activated through the network.

Fund performance

[DPI / TVPI / MOIC]

Current performance, reserve posture, realized gains, and concentration will be reviewed in the room.

Replace bracketed items with final audited or approved AGM numbers before publishing externally.

October 8 · Evening

Speedstrapping is the operating logic behind the track record.

Speedstrapping means helping climate companies reach customers, revenue, and strategic leverage before capital becomes the bottleneck.

Less theory

Turn the thesis into a customer, pilot, route to market, or financing structure.

More leverage

Use networks, asset finance, customer demand, and technical proof to preserve optionality.

More ways to win

Build companies that can compound through markets that are uncertain, slow, or capital constrained.

Join us for the Speedstrap book signing and partner reception after the AGM sessions.

Two days together

Day one: performance, lessons, strategy.
Day two: founders, products, customers.

Wednesday · October 8

Annual General Meeting

MorningWelcome · State of the firm · twelve-year track record review

MiddayFinancial performance · impact performance · portfolio concentration

AfternoonWhat we got right, what we got wrong, and what we are changing

EveningSpeedstrap book signing & reception with the partners

Thursday · October 9

Portfolio & Tech Expo

MorningFounder demos · hardware, software, and infrastructure on the floor

Midday1:1 founder & LP meetings · customer and strategic introductions

AfternoonThe next investment frontier · themes shaping the next chapter

CloseLP actions, follow-ups, and closing remarks

Full agenda, room assignments, and meeting sign-ups will be shared with confirmed guests.

What you will leave with

A clear read on the funds, the founders, and where we go next.

Performance with context

Current fund performance and portfolio concentration
The companies driving value, resilience, and follow-on momentum
Where we are leaning in, reserving, or changing course

A practical role in the network

Direct access to founders building through the capital reset
Concrete customer, talent, strategic, and co-investment opportunities
An early look at the themes shaping Third Sphere's next chapter

This is designed as a working gathering: candid performance review, founder access, and specific ways for LPs to contribute beyond capital.

October 9 · Portfolio & Tech Expo

The track record, in the room: companies whose systems are already deployed in the world.

Nevoya

Electrified logistics at commercial scale — moving freight with cleaner fleets and a new operating model for trucking.

FireDome

Wildfire defense for communities and the assets they depend on — active protection against a fast-growing climate threat.

Future Motion / Onewheel

Iconic consumer hardware — a category-defining mobility product with a rider community that made climate tech cultural.

Robot.com

Delivery and logistics robots operating across 10 countries, with Fortune 500 customers.

Near Space Labs

Stratospheric climate-risk intelligence — making infrastructure, insurance, utilities, forestry, and government systems more legible.

Mill

Mainstream consumer climate hardware — turning food waste into a daily, measurable action people can actually use.

These are only a few of the companies expected in the room. Full founder roster, demo schedule, and meeting sign-ups will be available to confirmed guests before the event.

Logistics & confidentiality

A private LP gathering with founder access and confidential fund-level discussion.

Audience

Limited Partners, invited guests, portfolio founders, and the Third Sphere team.

Confidentiality

Some portfolio, fund, and company-level information will be shared only in the room.

Next steps

RSVP, hold both dates, and tell us which founder meetings or strategic conversations would be most useful.

Full schedule, venue address, room assignments, and meeting links will be shared directly with confirmed guests.

The venue · October 8–9

One space — built for performance sessions, live demos, and private conversations.

Oct 8 · AGM

Main hall — fund performance, portfolio lessons, and strategy sessions.

Oct 9 · Expo

Open floor — portfolio companies, founder demos, and technology in the room.

Private meetings

Lounge — partner reception, founder meetings, and LP conversations.

Exact address and arrival details will be shared with confirmed guests.

Before the AGM · Private field experience

Before we gather in the room, a small group will see the work in the field.

A limited pre-event journey from the Bay Area through Sacramento and the Sierra — built around climate resilience, rail infrastructure, and electrified freight.

Resilience

FireDome demo

A live look at wildfire defense and the physical infrastructure emerging around climate risk.

Infrastructure

Donner Pass by rail

A shared Sierra crossing on the California Zephyr — part landscape, part salon, part systems tour.

Decarbonization

Tesla Semi · Nevoya

A close-up view of electric freight, fleet operations, and the economics of zero-emissions logistics.

This pre-event experience will be offered to a small number of LPs and invited guests. Details, capacity, and invitation timing will be shared separately.

Thank you for building with us.

October 8–9 — Annual General Meeting & Tech Expo

October 3–5 — VIP Road Tour

Request founder meetings Share strategic introductions hello@thirdsphere.com

Third SphereAnnual General Meeting 2026