TBDC Horizon 3
Voltie
EV Charging / Cleantech / Hardware
SeedLatvia (EU)$2M CAD
2,000+ EU deployments. 30+ resellers. 10x revenue growth 2023.
Tier 1 — priority introductions (score 11–14/14)
Cycle Capital
Cold
Tier 1 · 15/14
Gap: EV infrastructure for MURBs — underexplored in Canada
3
3
2
2
3
1
1
STG
SEC
CHQ
L/F
GEO
FIF
SV
/3
/3
/2
/2
/2
/1
/1
15 / 14 (100%)
Dedicated cleantech fund with EV infrastructure thesis. MURB and condo market is a Canadian-specific opportunity they understand intuitively — it maps directly to their thesis around built environment decarbonization. EU traction with 2,000+ deployed units de-risks the product significantly. The $2M CAD ask is within their range.
Next: Cold outreach to Andrée-Lise Méthot or Cycle Capital partners via cleantech event circuit. Frame around MURB market as a uniquely Canadian policy-driven opportunity.
Greensoil Proptech
Cold
Tier 1 · 14/14
Gap: Cleantech-proptech intersection — smart building EV charging
3
3
2
2
3
1
1
STG
SEC
CHQ
L/F
GEO
FIF
SV
/3
/3
/2
/2
/2
/1
/1
14 / 14 (100%)
PropTech + cleantech intersection is the MURB/condo EV charging story precisely. Greensoil's Canadian real estate network is a direct distribution advantage for Voltie's target market — they can open doors to condo developers and property managers that would take Voltie years to access independently.
Next: Cold outreach to Ben Zifkin. Lead with the MURB market framing and Greensoil's ability to accelerate distribution — not just capital.
Tier 2 — qualified outreach (score 7–10/14)
BDC Capital (Cleantech)
Warm via TBDC
Tier 2 · 11/14
Gap: Cleantech practice mandate — EV hardware included
2
3
2
2
3
1
✗
STG
SEC
CHQ
L/F
GEO
FIF
SV
/3
/3
/2
/2
/2
/1
/1
11 / 14 (79%)
BDC has cleantech exposure and Canada-first mandate. The $2M CAD ask is within range. Hardware is harder for the IT Venture Fund — approach the Cleantech Practice specifically.
Next: TBDC warm path to BDC Cleantech Practice. Best as co-invest once Cycle or Greensoil engagement is established.
Do not match — reason logged
✗
Portage / Impression Ventures
FinTech and InsurTech focus. No thesis relevance to EV hardware infrastructure regardless of software components.
✗
Radical Ventures
AI/ML deep tech thesis. Voltie's hardware-software EV product doesn't fit their research-origin lens.
✗
Georgian
Requires significant ARR at Series B+. Voltie is raising $2M CAD for Canadian GTM — years from Georgian's entry threshold.