Overlay Capital

company

3

Deals

3

Technologies

2

Markets

6

Partners

Overlay Capital is an investment firm focused on infrastructure investments. They target opportunities across various infrastructure sectors.

Investment Focus

Technologies

Nuclear1

Battery Storage1

Null1

Geography

United States2

USA1

Deal History (3)

Avalanche Energy raises $29 million to advance compact fusion commercialisation

Lender Nuclear United States Feb 6, 2026 USD29M

Lunar Energy $232 Million in Financings

Investor Battery Storage United States Feb 4, 2026 USD232M

Fidelis New Energy and 8090 Industries Investment in WV

Investor Null USA Oct 1, 2025 USD1B

Co-Investors & Partners

Lowercarbon Capital

RA Capital Management

Congruent Ventures

8090 Industries

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