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
GENERAL & VISION
What is Sustana Cooling Partners?
Sustana Cooling Partners is a specialized sustainable investment manager dedicated to thermal innovation and cold chain development. We focus on two critical investment frontiers:
- AI & Data Center Cooling: Advanced thermal management systems designed to handle surging GPU-generated heat and improve energy grid resilience.
- Global Cold Chain Infrastructure: Sustainable refrigeration and thermal logistics that improve food security, reduce food loss and expand quality health care access in developing markets.
Why focus specifically on cooling and thermal technology?
Cooling is critical infrastructure across technology, food security, energy, and healthcare. Driven by AI computing demands and global urbanization, cooling represents a trillion-dollar market. Unmanaged cooling places immense strain on energy grids and food supply chains, making energy-efficient thermal innovation an urgent environmental and financial priority.
What is Sustana's investment strategy?
We target growth-stage and technology-enabled companies in thermal management, energy efficiency, thermal energy storage, and sustainable cold chain logistics. The company may invest up to 30% of its emerging market allocation in projects that deliver sustainable cooling benefits to counterparties with substantial thermal requirements. Sustana Cooling Partners aims to drive strong returns and deliver measurable thermal resilience, energy efficiency, food security and GHG emission reduction impact.
FOR INVESTORS & LIMITED PARTNERS
Who can invest with Sustana Cooling Partners?
The Sustana Global Cooling Impact Partnership is a private investment vehicle. Information can be made available to qualified institutional investors, family offices, and accredited investors interested in sustainable thermal infrastructure, clean technology, AI infrastructure and grid resilience.
How do I request fund materials and diligence documents?
Investors can request our fund overview, offering documents, and data room access by filling out the investor form or contacting our team directly at Jonathan@Sustana.co to schedule an introductory call.
FOR INNOVATORS & PORTFOLIO COMPANIES
What types of thermal technologies do you invest in?
We actively seek companies working on:
- Next-generation data center cooling solutions (liquid cooling, direct-to-chip, immersion cooling)
- Thermal energy storage systems (TES) and grid-resilient refrigeration
- Energy-efficient cold chain transport, logistics, and storage companies
- Low-GWP (Global Warming Potential) refrigerants, coolants and heat pump innovations
What value does Sustana bring to portfolio companies beyond capital?
In addition to investment capital, the Sustana team has deep sector expertise in thermal dynamics, grid integration, third-party and renewable finance, and global logistics markets. We connect our portfolio companies with institutional partners, corporate partners, and international distribution networks to accelerate adoption.
FOR LIMITED PARTNERS