CF Group — Global Investment Holding Group

Building the infrastructure of the next industrial era.

Energy Transition AI Infrastructure Critical Minerals

CF Group is a global investment holding group deploying capital at the frontier of energy and AI.

New York·London·Tel Aviv·Abu Dhabi·Tokyo

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The numbers behind our thesis

750^×

Collapse in the cost of a million tokens of intelligence in 36 months.

$1^T

Hyperscaler spend on physical AI infrastructure in 2026 alone.

85^%

Of critical-minerals processing controlled by China.

The models will commoditize. The electrons will not.

About

Moving the world from constraint to abundance.

Building at the intersection of power, compute and capital.

CF Group was founded in 2023 — as Climate First — by Nadav Steinmetz, entrepreneur and investor, previously at Blackstone, on a simple thesis: energy and technology, together, are the defining investment opportunity of our generation.

Since then we’ve backed dozens of companies across the US, Europe, and Israel, and built partnerships with the world’s largest players in energy, automotive, mining, and manufacturing.

What drives us hasn’t changed: backing the entrepreneurs turning ingenuity into companies that matter.

Investment Thesis

Five convictions shaping the next century.

Building out the systems behind intelligence.

01 / 05

Energy Abundance

The future of intelligence depends on abundant, clean and affordable energy. We back companies enabling breakthroughs in power generation, storage, grid flexibility and digital infrastructure.

AI Infrastructure

Compute is the bottleneck of the decade. We invest across the full stack — power, chips, data centers, orchestration.

Critical Resources

The West is decades behind on critical minerals. We own assets across the value chain and apply AI to onshore manufacturing, national security, and defense.

Industrial Transformation

Decarbonization is now driven by economics rather than policy. We partner with businesses delivering faster, cheaper and more efficient industrial systems.

Agentic Systems & Physical AI

A Google search takes fractions of a watt. An AI query: ten times more. An agentic task: ten times again. We back the systems that will scale it.

Global Presence

One platform. Global reach.

Five capitals, one platform — working alongside sovereign institutions, global banks and industrial leaders.

Recent Investments

Companies building the substrate of intelligence.

Minerals / Exploration

Scale Program

Companies We’ve BackedThrough Strategic Road Shows

New York · London · Tel Aviv · Abu Dhabi · Tokyo

Whoever controls the electrons will control the intelligence.

The Forum

Waddesdon
Transition Forum

The world’s premier energy & AI leadership forum.

Each year at Waddesdon Manor, 250 of the world’s leading investors, industrialists, and technology pioneers convene to shape the future of energy and AI.

By Invitation◆ Waddesdon Manor◆ Annual

2026 Partners