Dave Phelan is an Energy Transition Investor at Social Capital who focuses specifically on energy and commodities rather than being a generalist venture capitalist, and he combines private venture experience with public markets and hedge fund style energy investing through his work at Bornite Capital. He maintains an unusually accessible approach for founders with open DMs and deck submissions, while his Canadian business education background from Ivey Business School gives him a less common international career path among Bay Area venture investors.