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LUMINARYSTRATEGIES

Luminary Studio

Activate companies that make the system around them stronger.

Luminary Studio helps promising energy and AI infrastructure companies become consequential. We bring the right people, capital, and information together — and move until the opportunity becomes real.

Our approach

How it works

From possibilityto compounding progress.

We help companies navigate complex systems, align the right people and capital, and build the conditions for lasting, compounding growth.

  1. 01

    Createthe moat.

    Start with the prosperity outcome that should exist for people, infrastructure and the company — then work backward.

  2. 02

    Activatethe company.

    Bring the best intelligence, people and relationships, positioning and market access to bear on the constraint.

  3. 03

    Widenthe moat.

    Teach the company how to make the market larger: better rules, stronger infrastructure and more reasons for capital to participate.

  4. 04

    Make progresscompound.

    Build the circular growth trajectory — company growth strengthens the system, and a stronger system creates more room to grow.

Real partnerships.

Bigger Possibilities.

We work with exceptional founders who are building category-defining companies that strengthen critical infrastructure for a more prosperous, resilient future.

Arushi Sharma Frank with Varun Sivaram, founder and CEO of Emerald AI

Emerald AI

$1.05B valuation $150M Series A

“I can’t say enough about Arushi’s impact on our growth trajectory… From introducing us to C-suite executives across the energy industry to advising on the deep technical details of how to tune our flexibility offerings to meet market and regulatory needs, Arushi is bringing software-defined AI flexibility from Emerald AI to a utility service territory near you.”

Varun SivaramFounder & CEO, Emerald AI
Arushi Sharma Frank with Zach Dell, co-founder of Base

Base

$13B valuation $1B Series D

“Arushi has provided mentorship to several levels of our company, taking us deep into VPP concepts, utility regulation, and market structure while supporting our vision… She’s extremely capable of providing mentorship & strategic help to teams working to scale innovative energy technology solutions.”

Zach DellCo-Founder, Base

Valuations shown as of Aug. 2026.

The Luminary Edge

A more prosperous system, by design.

We work with a small number of companies and apply a systems lens to everything we do. Our goal is not just company success — it’s a stronger, more prosperous energy and AI infrastructure ecosystem.

  • Signal over noise.

    We filter aggressively. The companies we advise get the intelligence, people, regulatory signal and institutional relationships that actually change a decision or a trajectory.

  • Give the company a voice.

    We help companies understand and articulate their prosperity language — how their technology strengthens infrastructure, expands capability and creates human-enabling progress.

  • The prosperity test.

    A successful infrastructure company should make the system around it more capable. The company grows. The market grows. The public moat grows.

The toolkit

Whatever the company needs to cross the gap.

  1. 01

    Market architecture

    Positioning, market design and strategic partnerships.

  2. 02

    Regulatory frameworks

    Navigate and shape policy and regulation.

  3. 03

    Financing models

    Access the right capital at the right stage.

  4. 04

    Operating systems

    Build teams, processes and governance for scale.

Build a stronger tomorrow

Let’s activate what’s possible.

We partner with exceptional founders to build companies that strengthen the systems people depend on.