Scott Davidson is a founder and operator who builds the commercial structures that let hard, physical industries adopt technology they have been slow to absorb. He spent over a decade at SunPower Corporation, operating as Managing Director across M&A, power marketing, and strategic development, with utility-scale solar projects and acquisitions across North and South America, before founding Revolv in 2019. Revolv became a fleet-electrification platform serving major U.S. commercial fleets, including Brinks, Vestis, and Apria Healthcare, and was acquired by Zenobē in March 2026. He now works through Ascnd Foundry, where he advises founders in capital-intensive markets, invests in early-stage companies that fit his thesis in energy and industrial technology, and is looking for the company he leads or builds next.
The same question, different industries.
The industries have changed. The question hasn't.
How clean energy scaled.
For more than a decade at SunPower, across M&A, power marketing, and strategic development, I was watching what made clean energy actually scale.
The thing I learned wasn't technical. Clean energy scales when you figure out how to warehouse the financial and operational risk on behalf of the customer. Solar didn't scale because the technology improved, though it did. It scaled because the industry invented a contract structure, the PPA, that made clean energy the rational economic choice for a buyer who didn't want to own a power plant. The risk moved off the customer's balance sheet. Adoption followed.
Applying the same approach to fleet electrification.
I founded Revolv in 2019 on the same hypothesis: the contract structure that scaled solar could scale fleet electrification. The technology was there. The barrier was who absorbed the risk.
Revolv's answer was a performance-based solution. One partner delivered the vehicles, the charging, the software, and the uptime, and the fleet operator got zero-emission miles without the capital outlay or the operational risk. The same move solar made with the PPA, applied to fleets.
The pattern continues.
Ascnd Foundry is the company I work through now. I look for the same thing I looked for at SunPower and built at Revolv: a proven technology a hard industry hasn't adopted, and the commercial structure that would change that.
I advise founders working that gap, invest where the thesis fits, and am looking for the company I lead or build next.
Two decades turning proven technology into adopted infrastructure.
Founded and led an integrated fleet-electrification platform for major U.S. commercial fleets, including Brinks, Vestis, and Apria Healthcare, through to a strategic acquisition by Zenobē.
A decade in utility-scale solar across M&A and strategic development, with projects and acquisitions throughout North and South America, including the largest acquisition in the company's history by volume.