We connect capital, people and technology to protect us from disasters.

Joined August 2021
17 Photos and videos
Convective retweeted
The venture world organizes by technology, I.e. fintech, deeptech, saas But the way to help a founder is knowledge of a market not technology Hence why we focus on resilience (customers are utilities, insurance, government) And not the “physical world” like many others
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“There’s $60 trillion of real estate at high risk from disasters, the U.S. spends a trillion dollars a year mitigating and recovering from disasters, we need a new approach to this...The silver lining is that it’s gotten so bad that the private markets can now take over — utilities going bankrupt, insurers leaving big markets, these are very large economic events, and those create markets for new solutions and products.” - @billclerico in @TechCrunch
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Convective retweeted
Looking forward to being on @tbpn in a few to talk about disaster resilience and @convectivecap Fund II
May 21
Happy Thursday. On today's show: - @ATabarrok (George Mason University) - @billclerico (Convective Capital) - @alega (Spotify) - @jordanschneider (ChinaTalk) - @cleestorm (Secret Level) See you on the stream.
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Convective retweeted
The world is getting warmer while our infrastructure gets older: a recipe for disasters. We’re excited to announce Fund II: $85M for early stage investments in disaster resilience.
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Convective retweeted
After AI, hard tech is the second biggest trend in YC startups. Full conversation on our latest episode: youtu.be/KBjtRJSblMU
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Convective retweeted
Episode 01 of the Disasterproof podcast is live. We sat down with @paulg and @jesslivingston of @ycombinator to talk about resilience, cockroaches, climate, AI, and what it actually takes to build something that survives. Listen here --> youtu.be/KBjtRJSblMU
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California's insurance market is hitting its limits. Wildfire risk is rising faster than premiums are allowed to. FAIR Plan now carries $750B in exposure. So if you can't raise prices, and you don't want to exit — can you reduce the risk itself?
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That's what @BurnBot and @MercuryInsurance are betting on. A feedback loop between proactive mitigation and insurability. Fuels treatment defensible space risk intelligence → expanded pathways to coverage. Mercury's first-ever strategic investment in a private company. Big signal. 🔥 linkedin.com/posts/burnbot_w…
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Convective retweeted
Excited to share more about how @standinsurance has built a new frontier model for the built environment and stay tuned for an episode of @disasterproofHQ featuring @danpres in a few weeks!
Introducing Stand’s World Model, a physics-native frontier model for the built environment. This is how we help the world survive catastrophe: by computing how physical force acts on a structure, protecting property from fire, wind, flood, or earthquake.
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Convective retweeted
It’s never been easier to design your dream house
Outline any shape and Drafted turns it into a real house plan. 🏠 It's a new way to explore the different layouts and room configurations that are possible within your space. Here's how it works 👇
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Convective retweeted
During peak fire season, initial attack resources are often spread too thin. @Seneca_Systems autonomous fire suppression drones are built to fill that gap and augment firefighters when it matters most. bit.ly/disasterproof-seneca
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Convective retweeted
When a wildfire starts in red flag conditions, there's about a ~20-minute window after ignition when it’s stoppable. It’s almost impossible for firefighters today to get there in time. In this episode of Disasterproof, I visited @Stu_Land at @seneca_systems. Their fire suppression drones are trying to change that.
What if one drone system, operated by just 1-2 people, could free up fire crews for the next emergency? @Seneca_Systems founder @Stu_Land is building that future. Watch now on YouTube. bit.ly/disasterproof-seneca
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Convective retweeted
Discourse on X is all about individual AI use cause most shitposters here are just coding in thier basement. Effective org use is not easy, but super worth the investment
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Convective retweeted
We set out to build a wildfire fund. Four years later, 90% of our portfolio is addressing at least one other disaster in addition to fire. So we’re expanding into Resilience: risk management for the physical world. Our annual letter: convective.substack.com/p/20…

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Convective retweeted
On Aug 1, 2008, I quit finance to start WePay, only for Lehman Brothers to collapse two weeks later. It felt like the world was ending, yet 18 years later the S&P is up 5X and the financial crisis gave birth to a fintech revolution. Today something similar is happening 🧵👇
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Convective retweeted
We're backing @voltairlabs - drones that give utilities continuous eyes on infrastructure that have never been economically possible to monitor. Here's why this matters: x.com/convectivecap/status/2…

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The Camp Fire. The Dixie Fire. The Eaton Fire. All trace back to power line failures nobody caught in time. @voltairlabs' fix: use the grid itself as the power source for a network of autonomous inspection drones. We invested $2.5M alongside @ycombinator and here's why: x.com/convectivecap/status/2…

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Convective retweeted
LFG 🚀 🔥
Today @Seneca_Systems announces a five year contract with @AspenFireDept to bring a Seneca Strike Team of five aircraft plus a Mobile Air Operations Base to Aspen this summer. This is the first fire department acquisition of an autonomous aerial fire suppression system in the world. It is a testament to the work of the exceptional team at Seneca. And it will protect an irreplaceable natural environment and thousands of Americans, their homes and businesses. We want to work alongside people who make us better. It is a privilege we do not take lightly to roll this out in with Chief Jacob Andersen and the whole extraordinary team at Aspen Fire. Colorado has a long history of wildfire. The famous South Canyon fire in 1994 killed 14 firefighters. 4 of the 5 largest fires in CO history happened since 2020. And now - CO has red flag warnings in February, the middle of winter. The need has never been greater. Technology is our best chance to hold back the effects of wildfire in a changing world. We are grateful for the responsibility and privilege of doing that this summer in Aspen.
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