SUSTANA GLOBAL COOLING IMPACT PARTNERSHIP
Investing in the cold chain platforms a changing world depends on.
The first sustainable investment manager dedicated to thermal innovation that can tame AI generated heat and cold chain companies that can tap explosive growth in developing markets.
FOUNDER’S LETTER
“In a sustainable world, access to refrigeration should be as universal as mobile phones, not a luxury.”
“Cool tech is infrastructure — for food, health, energy, real estate, and our digital world. Sustana channels institutional capital into energy-efficient companies that enable grid resilience in the face of surging demand.
Our vision: a world where cold chains and cool tech strengthen grid and community resilience, blackouts become rare, and resilient cold chains power health care, education, logistics, and fresh food everywhere.”
Jonathan Naimon
Founder
SOME METRICS
A trillion-dollar market with explosive growth
>50%
New applications for US grid queues are from data centers grappling AI GPU heat
1,089 GW
2035 PeakUS summer demand (vs. 865 GW in 2025)
~35%
of food lost in markets where cold storage and transportation is inadequate
2B+
people lack air conditioning and refrigeration
Research and perspective.
FOR LIMITED PARTNERS