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Evan Caron

Evan Caron

Co‑founder & CIO at Montauk Climate; energy investor and builder

evancaron
Austin, Texas
New York, New York
Joined May 2025
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Summary

Operator-investor focused on the "Electron Economy": Evan builds and funds software and platform businesses that make electricity and grid services tradable and programmable. As co‑founder and CIO of Montauk Climate he authors the firm's investment thesis and leads incubation efforts to turn those ideas into spinout companies. montaukclimate+2
Deep markets and trading background applied to venture: prior roles in energy trading, investment and structured markets (including Riverstone, Trailstone/Mercuria and other trading/finance roles) give him domain expertise that he leverages when underwriting and designing new grid- and market‑facing startups. montaukclimate+2
Builder of market infrastructure and startups: Evan co‑founded ElectronX (an electricity market/derivatives infrastructure effort) and Daylight Energy (a distributed energy aggregation startup), showing a preference for founding and advising market‑facing ventures rather than only making passive investments. montaukclimate+2
Public-facing thinker and communicator on energy policy and markets: publishes essays and appears on podcasts to connect policy shifts, AI/data center load growth, and grid modernization with investment opportunities — a visible part of Montauk's outward-facing strategy. substack+2

Work

Education

Projects

Writing

The Illinois Signal: Monetizing Policy into Power Returns

November 12, 2025

Analysis of Illinois' Clean and Reliable Grid Affordability Act and its implications for distributed storage, virtual power plants, and investable markets for flexibility — an example of Evan's policy + markets commentary.

Favicon imagemontaukcap.substack.com

The Electron Economy: How the next electric unicorns are built

April 1, 2025

Long-form essay laying out Montauk's view that the biggest opportunities in the energy transition are platform and software plays that make electrons intelligible, tradable and valuable — a thesis that informs Montauk's incubation/investment strategy.

Favicon imagemontaukclimate.com

Notes

GCGusty Clarkesaid they've seen
ECEvan Caron
lead or influence standout initiatives in climate tech.

Oct 17, 2025

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