In this Research Note, we examine the role of Keyframe Capital Partners, L.P., a New York-based SEC-registered investor in the smart buildings space, reviewing 10 target companies in its portfolio. To date, Keyframe Capital has invested in financing the energy transition, across transportation, buildings, and energy infrastructure markets. Founded in 2019, the firm invests across various business models and capital structures. It seeks to build long-term partnerships with management teams and leverage its flexibility to help solve their complex asset and corporate financing requirements. The company has internal expertise in structured and off-balance sheet financing. LinkedIn reports 17 employees. Keyframe Capital currently manages a portfolio of 30+ investments. As of January 31, 2024, Keyframe had discretion over $684,447,000 in regulatory assets under management. KeyFrame Capital’s Investments in Smart Buildings Since 2020, Keyframe has developed a strong conviction that technology will unlock operational, energy, and cost efficiency in the built environment, and has constructed a portfolio of […]