Important Tax Note: Portfolia has delivered all K-1s before the March 15th deadline as we do every year. As always, these documents were sent through an encrypted email to protect your information from admin@moonstonecpa.com. For any questions or issues accessing your documents, please email members@portfolia.com.
Annual Fund Performance Report
EIN: 86-3577917
2026 Fund Performance Overview Session
The fund partners shared an overview of the fund's performance, current updates on all companies, and discussed how they're viewing the market.
2025 G&S Fund Performance Report
The 2025 financial statements are as of and for December 31, 2025. Please note all updates provided are confidential and not for distribution.
To access the file, use password:
2025G&SReport!
Semi-Annual Company Updates
The EOY highlights of 2025 as provided by the companies are linked below. Please note all updates provided are confidential and not for distribution.
To access the file, use password: EOY25G&S!
Green & Sustainability Portfolio Highlights
The Portfolia Green and Sustainability Fund is backing innovations that reduce our daily environmental impact on our planet, including how we create, use and store energy, the way we construct our buildings, how we create, use and re-use consumer goods, mobility, and transportation around the globe, as well as commercial and consumer finance tools that incorporate ESG criteria.
The dashboard is where our innovative model of collaborative, transparent investing comes to life. Your dashboard will provide detailed company information (i.e. company updates, companies in diligence, new investments), recordings of company pitches, and links for upcoming events.
Portfolio Company Valuations
Companies & Leadership Team
The Portfolia Green & Sustainability Fund is led by a world-class team of highly sophisticated and experienced investors who are leaders in their respective fields, as venture capitalists, angel investors, and innovators. They bring an expert skill-set including sourcing, diligence, deal negotiation, executive recruitment, strategy and governance. Click on photos for full bios.
The Companies
Portfolia Fund Partners
Interested in other funds?
Connect with Investor Relations at investorrelations@portfolia.com
Additional questions?
Reach out to our team at members@portfolia.com
Lead in Fund(s): Green & Sustainability
Founder and Partner, The 22 Fund
Board Director, Applife Digital Solutions, Inc.
Board Director, California State University-Dominguez Hills, Philanthropic Foundation Endowment
Executive-in-Residence, Los Angeles Cleantech Incubator (LACI)
Founder, We Are Enough non-profit
MBAs from UC Berkeley and Columbia University