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ArcTern Ventures

Toronto, ONARCTERN-VENTURES
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Dossier Summary

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Classification
Slugarctern-ventures
HQToronto, ON
Stage FocusPrimarily Series A and B cleantech investments, with some…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

ArcTern is one of the few genuinely dedicated cleantech funds in Canada, which means they actually understand the space instead of just chasing ESG buzzwords. Tom Rand knows his stuff but can overthink deals to death - expect multiple technical deep dives. They're patient capital which is great for hardware-heavy cleantech, but their check sizes are modest and they're not your go-to for quick decisions. Portfolio companies say they're supportive but not particularly hands-on post-investment. If you're building actual climate tech (not just SaaS with green marketing), they're worth the conversation.

KEY TAKEAWAYS
  • Best for: Genuine cleantech companies that need patient, knowledgeable capital
  • Watch out for: Slow decision-making and smaller check sizes than US funds
  • Known for: Deep sector expertise and understanding long development cycles
Investment Thesis

ArcTern focuses on cleantech and sustainability investments across North America, targeting companies that address climate change through innovative technology. They invest in early-stage companies developing solutions in energy, mobility, agriculture, and industrial efficiency.

Stage & Sector Focus

Primarily Series A and B cleantech investments, with some seed deals. Heavy focus on energy storage, electric mobility, industrial decarbonization, and agtech. Portfolio skews toward Canadian companies but includes US deals.

Notable Portfolio
Nexii Building SolutionsPeak PowerFluroTechHydrostorPlanetary TechnologiesLi-CycleEcobeeAxine Water Technologies
Key Partners
Tom Rand
Managing Partner

Former MaRS cleantech advisor and author. Deep climate tech expertise but can be overly academic. Known for thoughtful sector analysis but founders say he moves slowly on decisions.

Murray McCaig
Managing Partner

Ex-Northwater Capital with traditional finance background. Brings operational discipline but less hands-on with technical due diligence. Portfolio companies appreciate his network connections.

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