Halcyon
Illuminating the Path to Energy Transition
Competitive & Market Analysis
Business Design
North Star Development
Brand Strategy
Product Strategy & Concept Dev
Customer Journey Mapping
Brand Design
Product Design
Identity Systems & Style Guides
UI/UX Design
Communications Strategy
Illuminating the Path to Energy Transition
The world is racing against time to reinvent its relationship with energy. As governments, corporations, and innovators grapple with this monumental shift, one stark reality emerges: making sense of the deluge of data is as crucial as the technology itself. Enter Halcyon, a startup with a bold mission to cut through the noise and accelerate the energy transition through AI-powered insights.
Nat Bullard, Halcyon's Chief Strategy Officer, frames the challenge with stark clarity:
Globally, we need just under $200 trillion invested in the next three decades to reach net-zero emissions by mid-century. In 2023, we invested $1.8 trillion. Deploying that money is a capital markets challenge, but it is also a technical, business strategy, planning, and regulatory challenge.
The numbers underscore the magnitude of the task. It's a massive market, ripe for disruption – and that's precisely where Halcyon aims to make its mark.
Bruce Falck, Halcyon's founder and former head of Twitter's ad team, didn't
set out to revolutionize energy intelligence. His journey from "building
incredible machines to serve ads" to serving the planet began with a simple
desire: to make a tangible impact on the world's most pressing challenge.
A conversation with Andrew Beebe at Obvious Ventures, known for its
"world positive investing," set the wheels in motion. But it was Falck's
deep dive into the market – over 100 customer interviews – that revealed the true
opportunity.
Every single one of our customers is struggling to navigate the energy transition, They spend an inordinate amount of time understanding energy policy and regulation to move the world forward. We help them do that more efficiently.
This insight became the catalyst for Halcyon's mission: to build a data platform that could empower professionals to navigate the labyrinth of energy transition with unprecedented speed and clarity.
The energy sector's complexity is legendary. Professionals wrestle daily with a
Gordian knot of regulatory frameworks, market dynamics, and technological breakthroughs.
Nat Bullard paints a vivid picture:"Today's information landscape is opaque,
fragmented, noisy, and ever-expanding. That is a source of intense frustration for
any analyst in a strategy or policy role. But with emerging artificial intelligence
capabilities, it is also an opportunity."
The scale of this data deluge is staggering. IDC projects global data volume to hit
175 zettabytes by 2025,
with energy and climate information forming a significant chunk of this digital tsunami.
It's a challenge
tailor-made for AI – but only if wielded with precision and purpose.
Falck puts Halcyon's value proposition in stark terms: "If we can help someone get
to a good answer
in two hours versus two days or two weeks, that's going to have a huge impact. The
way I think about it is we're removing sand from the gears."
Kei's role in Halcyon's journey was fundamental from day one. We dove deep into the
problem space, exploring
concepts, crafting prototypes, conducting rigorous market analysis, and defining
potential value propositions.
Our team became an extension of Halcyon, shaping the company's direction from its very
inception.
Reflecting on this phase, Falck notes;
It was company creation in the true sense.
With a clear vision in hand, the next hurdle was funding. Kei worked hand-in-hand with
Halcyon to craft a compelling investor narrative, developing user personas, market
analyses,
and bespoke data visualizations that brought the concept to life.
The result? A $10 million seed round – no small feat in a landscape where, according to
the World Economic Forum, 40% of energy industry executives cite regulatory uncertainty
as a major investment barrier. Halcyon's promise to navigate these choppy waters clearly
struck a chord with investors hungry for solutions.
A revolutionary product demands an equally powerful brand. Kei led a comprehensive
strategy process,
interviewing founders, stakeholders, and investors to unearth the essence of Halcyon's
mission.
"We kind of lacked ambition and imagination for what this thing could be," Falck admits.
The work reshaped the team's perception of their mission and potential.
Our goal
was to establish Halcyon as the trusted technology partner and leading information
platform in the energy transition ecosystem while leaving latitude to potentially expand
to additional market segments in the future. This strategy was crucial in positioning
Halcyon to address a market that BloombergNEF projects will reach $2.1
trillion by 2030.
The outcome was a brand strategy that positioned Halcyon not
just as a tool,
but as a trusted partner in the energy transition journey:
The essential information platform for accelerating better decision making.
Faster, more comprehensive access to the energy transition information that matters most.
Technology can improve access to energy transition information, amplifying industry expertise to better keep pace with reality.
Empathetic
Responsive
Trustworthy
Disciplined
Our strategy positioned Halcyon as the go-to platform for energy transition intelligence. We focused on making complex data accessible and actionable for professionals grappling with rapid industry changes. This approach tapped into a clear market need, setting Halcyon apart in a field hungry for better decision-making tools.
This strategic foundation informed every aspect of Halcyon's visual identity –
from its dynamic logomark to a comprehensive design system that spans digital
and physical touchpoints. The system was designed to be both distinctive and flexible,
capable of evolving with Halcyon's growth.
We delivered a comprehensive brand system for Halcyon. At its core was an extensive
digital asset library, encompassing document and presentation templates, custom
illustrations, photography, data visualizations, iconography, a social media toolkit,
and motion graphic examples. The system also included the Halcyon website,
business cards, and detailed brand guidelines.
"The brand identity that Kei developed was not just visually appealing; it truly
represented our mission and values," says Falck. It gave us a distinct
presence in the
market. I want us to fully live inside of this brand, basically.""
Chief among the deliverables was a new presentation template system, which had a
particularly
significant impact. Falck describes its effect:
Halcyon logomark, before
and after
Halcyon stationery system: business cards
Halcyon stationery system: letterhead
"It just felt so different. I wrote the team a note, I was like, 'it feels so fucking different.' I felt very confident. I felt it was a very big psychological transition that happened."
This comprehensive brand strategy and identity work laid a strong foundation for Halcyon's growth, positioning them to effectively compete in the rapidly evolving energy transition market and adapt to future opportunities.
At its core, Halcyon harnesses the power of large language models (LLMs) and generative
AI to tackle the Herculean task of processing vast troves of unstructured data. But it's
their use of retrieval-augmented generation (RAG) that sets them apart, grounding these
models in domain-specific knowledge to ensure outputs are not just plausible, but
genuinely
insightful.
Bullard explains in a blog post, "LLMs allow us to ask questions and get responses
in human language. They make our work happen in a way that it could not before,
allowing us to do something with software that would have been extremely expensive
or impossible to do only with humans."
The platform's key features reflect this blend of cutting-edge tech and deep industry
understanding:
Purpose-built search infrastructure and know-ledge graph streamline research and analysis. An intuitive natural language interface makes it easy to interact with and interrogate data. Customizable filters, tags, operators, and outputs provide multiple pathways to relevant information.
Instantly accessible information aggregated from governments, utilities, corporations, and industry organizations. High-volume, rapid data ingestion from authoritative sources keeps users up-to-date. Transparent document library and query response citations include clickable sources to verify accuracy.
Shareable and exportable workspaces foster collaboration and integrate into existing work-flows efficiently and securely.
Kei's challenge was to design an interface that made this complexity feel intuitive – a multi-modal system that could serve everyone from data scientists to policy makers. Our approach spanned the entire product development lifecycle, from customer journey mapping and feature conceptualization to high-fidelity prototypes and a comprehensive design system.
The Kei Effect: Catalyzing Halcyon's Growth
Our partnership with Halcyon transcended traditional boundaries. We became co-creators, helping to shape the company's evolution:
01.
Strategic Vision
We helped broaden Halcyon's focus beyond decarbonization, positioning them to address the full spectrum of energy transition challenges. This expanded view allowed Halcyon to appeal to a wider range of stakeholders and tackle more comprehensive problems in the energy sector.
02.
Product Development
Our work on user research, journey mapping, and interface design directly shaped Halcyon's core offering, ensuring it met real market needs. We created a multi-modal interface that provided industry experts with high-degree information scan-ability and speed-to-answers.
03.
Brand Creation
The comprehensive brand strategy and identity system gave Halcyon a distinctive presence in the market, crucial for attracting both customers and investors. As one team member noted, "We expanded the reach of what was capable and in many ways magnified the capability of this business to be able to sort of have a much larger impact."
04.
Funding Success:
Our contribution to the investor pitch and supporting materials was instrumental in securing $10 million in seed funding. We helped create a narrative that resonated with investors, highlighting the massive potential of the energy transition market.
05.
Team Growth
We played a crucial role in Halcyon's early team expansion by sourcing and onboarding the company's founding designer. This strategic hire was instrumental in translating Halcyon's vision into tangible design outcomes, setting the foundation for the company's future growth.
06.
Market Positioning
We developed Halcyon's strategic market position as a trusted, innovative leader in energy transition intelligence. This positioning appealed to a wide range of stakeholders - from policymakers and investors to utilities and clean tech innovators. We then collaborated with Halcyon's team to create a messaging platform that effectively communicated this position.
The holistic nature of our engagement allowed for a level of coherence and alignment
across all aspects of Halcyon's business that would have been difficult to achieve
otherwise. This comprehensive approach created a strong foundation for Halcyon's future
growth and success.
Bruce Falck encapsulates the transformative nature of this partnership:
The word is proud. And you guys gave me something I can be proud of and the whole team can be proud of, and that's immensely valuable. You took us to a level we didn't know existed. And maybe that's the biggest thing I can say about this.
Charting the Course Ahead
Halcyon's journey from concept to execution offers a glimpse into the evolving landscape
of AI-enhanced data technology in the energy sector. As sectors converge and
professionals
from diverse backgrounds pivot towards environmental solutions, Halcyon stands as a
testament
to the potential of cross-industry innovation.
The Halcyon project exemplifies Kei's model of engagement, where strategic design
thinking
can shape a company from its very inception, creating positive ripple effects that
extend
far beyond immediate project goals.
In the race against climate change, every efficiency gained can have outsized impacts.
Halcyon's mission to make climate-related work more efficient and effective is a
testament
to the power of holistic, strategic design in shaping not just companies, but
potentially
the future of our planet.
Challenges remain in the complex and rapidly evolving energy sector, with regulatory
landscapes shifting almost as quickly as the technology. The Inflation Reduction Act,
which provides $369 billion in climate and clean energy investments, is just one example
of the massive changes occurring in this space. Halcyon's success will depend not only
on its technical prowess but also on its ability to navigate these choppy
waters.
As Halcyon continues to grow, the foundation laid by Kei positions the company for
long-term success. With a clear vision, strong brand, and powerful product offering,
Halcyon is well-equipped to navigate the road ahead and make a significant impact in
accelerating the energy transition.