Venture capital


Venture capital fuels innovation in oil & gas, energy, and chemicals

Venture capital firms are fueling innovation across energy, chemicals, and industrials. However, they must navigate technical uncertainty, market shifts, and regulatory complexity to succeed.

ADI Analytics supports venture capital firms with comprehensive consulting services across the entire investment lifecycle, including in-depth market research, critical technical insight, scale-up strategies, commercialization support, and robust commercial validation.

Group of executives talking at desk

Venture capital drives new frontiers

Venture capital is vital for commercializing emerging technologies across energy transition, sustainable materials, specialty chemicals, and advanced manufacturing. Investments target early-stage companiesin areas like hydrogen, carbon capture, sustainable aviation fuel (SAF), bioplastics, battery materials, and industrial decarbonization.

Navigating complex investment landscapes

Despite robust innovation, venture capital investors face challenges assessing technical feasibility, product-market fit, regulatory risk, and customer demand. Fast-moving timelines and evolving policies intensify the need for rigorous analysis, while shifting value chains demand agile, informed decisions in scouting, screening, and due diligence.

Scaling and commercializing innovation

Venture-backed companies are pressured to prove scalability, cost competitiveness, and alignment with decarbonization goals. Demonstrating both sustainability and commercial viability is crucial for attracting follow-on capital.

Expert insight for confident investment

ADI helps venture investors build confidence in investment decisions by offering domain-specific insight, commercial validation, and growth strategy support grounded in strong market fundamentals and technical fluency.

How ADI helps

ADI Analytics supports venture capital clients through each phase of the investment lifecycle with data-driven, sector-specific consulting services. Our work spans:

  • Thesis development & trend scouting including market scans, white space mapping, competitor analysis, and identification of high-impact technology and sustainability trends.
  • Opportunity screening through development of screening criteria, creation of opportunity funnels, and high-level technical and commercial assessments of early-stage targets.
  • Commercial and technical due diligence including market validation, TAM analysis, value chain modeling, VoC interviews, business model assessment, and technology readiness evaluation.
  • Portfolio support & strategy involving partnership strategy, go-to-market planning, customer segmentation, and alignment with emerging policies, incentives, and regulatory frameworks.
  • Exit readiness through buyer identification, market positioning support, and preparation of independent market assessments and transaction narratives.

Industry experience

Packaged gas market assessment

ADI Analytics conducted a market assessment of the packaged industrial gas sector to support a private equity firm’s evaluation of potential market entry opportunities. The client A mid-sized private equity firm based in North America exploring investment opportunities in the industrial gases sector. The situation The client was evaluating the packaged gas segment and needed […]

EVSE market and investment outlook

ADI Analytics conducted a three-week study of the electric vehicle supply equipment (EVSE) market to support a client’s investment planning. The client A firm exploring growth opportunities in the electric vehicle infrastructure space, with a focus on charging equipment, power systems, and associated services. The situation The client needed a forward-looking assessment of EV adoption […]

Due diligence on O&G analytics software company

ADI Analytics conducted a high-level due diligence to support a strategic corporate investor evaluating an investment in an oil and gas analytics software company. The client A strategic corporate investor evaluating acquisition of an oil and gas analytics software provider. The situation The client needed a structured assessment of the target’s offerings, market outlook, competitiveness, […]

Oilfield chemicals investment review

ADI Analytics conducted a comprehensive review of the global oilfield chemicals market to support a venture capital investor’s evaluation of potential investment opportunities. The client A venture capital firm evaluating opportunities in the oilfield chemicals sector. The situation The client needed a detailed market review across multiple oilfield chemical segments to inform its investment thesis, […]

Market due diligence for oil & gas compressor acquisition

ADI Analytics conducted a detailed market and strategic due diligence study to support a private equity firm’s evaluation of an oil and gas compressor manufacturer. The client A private equity firm assessing the acquisition of a compressor manufacturer serving upstream and midstream oil and gas markets. The situation The client needed a thorough understanding of […]

Technology investment strategy

A venture capital firm needed to understand the technology needs in emerging shale gas basins to prioritize investments and manage market risk. The client A regional venture capital firm was interested in funding start-ups focused on developing technologies for exploiting shale gas basins. The situation he client sought a market-backed understanding of technology needs in […]

Customer Results
ADI brings a strong level of professionalism and work ethic that you don’t find in all firms.
Alexander Rozenfeld VP, Shell Technology Ventures

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