Justin Lee

Principal at TRIREC

Speaker

Justin Lee is a Principal at TRIREC, where he leads early-stage investments across energy and decarbonization. He has been part of the firm's founding team for ten years and has led or played a central role in transactions for the firm.

What draws Justin is the part of the climate transition where most companies fail: not the science, but the crossing from a technology that works to a business that stands on its own. Energy and decarbonization start-ups rarely die in the lab. They die between the pilot and the first commercial plant, where the capital is heaviest, where engineering, offtake, and bankability all have to land at once, and where the risks are least understood by generalist investors. That crossing is where Justin concentrates his time, in how he selects companies and in how he works with them once TRIREC is on the cap table.

He sits on the boards and strategic committees of several portfolio companies, where he is closely involved in capital strategy, structuring, and the commercial milestones that turn a venture bet into a financing decision.