The Clean Fight’s Post

🎙 How can #blendedfinance be used to support and accelerate #climatetech? And how can we establish sustainable and impactful infrastructure development that considers social and environmental factors? In this conversation on Climate Tech 360 with long-time infrastructure investor Susana Lopez Lopez, we discuss these topics and much more. Key highlights: ⚡ Discover the power of blended finance, where public, private, and philanthropic capital converge to fund impactful infrastructure projects. ⚡ Aligning the goals of diverse investors, from impact-focused donors (patient, risk-tolerant) to return-driven private investors, presents unique challenges. ⚡ Early engagement and mitigating negative impacts are crucial for successful infrastructure development. ⚡ Developers addressing environmental and social issues head-on, while collaborating closely with investors, pave the way for project success. ⚡ Funding first-of-a-kind projects and attracting infrastructure funds to emerging markets are significant hurdles that must be overcome. ⚡ Explore how blended finance and green hedging instruments can mitigate risks and draw more capital to these markets. ⚡ Case studies on structuring deals, first with donor capital and then with construction capital (which also has 3 different layers of equity and debt). ⚡ The ultimate goal: Developing infrastructure at the necessary scale and pace to meet the burgeoning needs of developing economies. This episode is packed with invaluable insights for anyone passionate about sustainable development and impactful investing. #EmergingMarkets #Sustainability #ImpactInvesting 🔗 Link to the full episode in the comments. Tag a fellow changemaker who needs to hear this 👇🏽

Matthew Alabaster neatly summarising the challenges and opportunities associated with the UK's infra and net zero investment needs💡 We have to try to seize the associated industrial opportunity if we are going to create the long term balanced growth the UK wants and needs. That means thinking long term, planning strategically and using enabling public sector capital skillfully to crowd in the much greater financial and risk capacity of the private sector. In many ways this is not a new challenge but it is more urgent in timing and scale than it has been in decades. 📈

Super interesting report on the state of climate tech and investment in 2024. It's great to see this momentum and growing investment in the energy and infrastructure sector. However, I do agree with Matthew Alabaster - when you look at this with a UK lens, we have a lot to do; and even more so now in an accelerated timeframe given our decarbonisation commitments. As we transition, much of what we are going to need as we look longer term takes us into unchartered territory. Having the policy support and capital to invest and build that ecosystem will be critical. Matt's comments below are worth a read as well as the report. Rachel Taylor Cara Haffey Hugh Lloyd Ellis James Pincus Jonathan Massam Jason Higgs Matt Denmark Ronan O'Regan

🌐 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗫 𝗧𝗲𝗰𝗵 𝗫 𝗜𝗺𝗽𝗮𝗰𝘁 𝗦𝗲𝗿𝗶𝗲𝘀 🌐 𝗣𝗮𝗿𝘁 𝗜𝗜𝗜: 𝗠𝗲𝗮𝘀𝘂𝗿𝗶𝗻𝗴 𝗶𝗺𝗽𝗮𝗰𝘁 𝗶𝗻 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 In this final post of our Infrastructure Series, we zoom in on the practice and the purpose of measuring the impact of infrastructure investments. 𝗛𝗼𝘄 𝗱𝗼 𝘄𝗲 𝗺𝗲𝗮𝘀𝘂𝗿𝗲? A most widely utilized tool in the venture capital and private equity industries is the 𝘜𝘕 𝘚𝘶𝘴𝘵𝘢𝘪𝘯𝘢𝘣𝘭𝘦 𝘋𝘦𝘷𝘦𝘭𝘰𝘱𝘮𝘦𝘯𝘵 𝘎𝘰𝘢𝘭𝘴 (𝘚𝘋𝘎𝘴) 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬. Within this, we identify one primary and three secondary SDGs to guide our measurement practice.  >> #SDG9: Industry, Innovation & Infrastructure (𝘱𝘳𝘪𝘮𝘢𝘳𝘺) >> #SDG8: Decent Work and Economic Growth   >> #SDG11: Sustainable Cities and Communities >> #SDG13: Climate Action Then, similar to and alongside financial #KPIs, we define consequential indicators such as the number of people that are positively affected by an investee's solution, cost or material savings, and even lives saved(𝘴𝘦𝘦 𝘪𝘯𝘥𝘪𝘤𝘢𝘵𝘪𝘷𝘦 𝘮𝘦𝘵𝘳𝘪𝘤𝘴 𝘪𝘯 𝘵𝘩𝘦 𝘣𝘦𝘭𝘰𝘸). Most importantly and done right, these are also consequential business metrics, which drive value creation for customers and sales for the investee. 𝗪𝗵𝘆 𝗱𝗼 𝘄𝗲 𝗺𝗲𝗮𝘀𝘂𝗿𝗲? >> #EvidenceBasedInvesting: Impact investment funds differ both from mainstream and from other sustainable investment solutions in their evidence-based approach to impact and in their commitment to collecting verifiable data and to achieving measurable results in the impact areas they target and operate in. >> #PathToProgress: What we measure we can improve. Similar to setting financial KPIs, we need to define key impact indicators, set goals, and track results, in order to identify, problem solve, improve, and achieve increasingly better outcomes. >> #PathToImpact: Beyond individual investments, defining indicators and measuring outcomes add to our collective knowledge within this still-expanding practice, to our ability to better compare and contrast different investments of similar financial potential, and eventually to our capacity to make better informed decisions towards forming increasingly more impactful portfolios. By measuring impact, we can assess progress towards consequential targets and ensure that our infrastructure investments effectively contribute to societal well-being and long-term development. Source: United Nations Department of Economic and Social Affairs #FutureOfInvesting #VentureCapital #TechForImpact #InfrastructureTechImpactSeries #InfraTech #DataDrivenImpact #MeasuringImpact #SDGs #ImpactIndicators

Good speaking to Bloomberg News about how to ensure green companies can access the finance they need to grow. The evolution from science project to commercial outfit can be one of the hardest to pull off, especially in an economy where the capital stack often favours digital innovation rather than hardware advances. Helping innovative green economy companies clear the commercial valley of death will require us to think differently about capital. More here: https://lnkd.in/e37hWakQ #jpmchase #sustainablefinance #climateaction #greeneconomy

Despite a turbulent year for VC investment, new data shows that built world tech demonstrated notable resilience in 2024, outperforming wider markets and achieving triple-digit growth in sub-sectors that are vital to the fight against climate change. #Tech | #News | #BuiltWorldTech

To me, it's just so obvious that you can make an attractive return while investing in climate. Still, explaining it on paper took us 25 (nicely designed) pages. In this first Carbon Equity white paper, Bas van Beijeren, Rikkert Beerekamp and I build our argument by taking you through climate tech's market growth, historical returns and developments in the fund landscape. My favorite insights: 💰 Climate technologies’ yearly revenues are expected to grow from €5 trillion in 2020 to €12 trillion in 2030 - an annual compound growth rate of 10% 📊 Climate tech VC is at 50B p.a. today, and has been much more resilient than general VC (12% vs 50%+ decline over the last two years) 📈 More and more mainstream PE fund managers are stepping into climate tech because they don't want to miss out Most of my thinking for this piece went into creating a (MECE) overview of the fundamental long-term drivers of climate tech: 1. Efficiency and learning curves are driving climate tech cost competitiveness (already leading to exponential growth in solar, wind, EVs and batteries) 2. Geopolitical competition, driven by energy security, is redefining the rules of the game (with governments putting trillions into climate tech to win) 3. Corporates are giving clear demand signals (to capture early mover green premiums and stay competitive in the longer term) 4. Institutional investors are increasingly putting their money where their mouth is (with 200+ planning to increase their transition allocations in the next 1-3 years) 5. Individuals choose sustainability in their jobs and consumer behaviors (and are willing to pay for it) It only took two years from the first time Jacqueline van den Ende stated we needed a white paper to getting it done. I'm glad we did. 📩 Interested to read it? Drop a #comment below, and I'll make sure to send you a copy. #ClimateTech #VentureCapital #InvestmentOpportunity #Sustainability #WhitePaper

The Evolving Landscape of Climate Tech Funding: Challenges and Opportunities In Q3 2024, climate tech funding experienced its lowest point in four years, signaling a critical juncture for the sector. Despite this downturn, innovative startups and supportive government initiatives are propelling the industry forward, showcasing resilience and adaptability in uncertain times. Recently, key equity deals have highlighted promising technologies and projects that could shape the future of sustainable development. As established players and newcomers continue to innovate, early-stage investments remain pivotal in sustaining momentum and cultivating groundbreaking solutions. As we navigate this funding landscape's ups and downs, it’s more crucial than ever to support transformative projects. What strategic steps can industries take to enhance funding opportunities and drive impactful climate innovations? #ClimateTech #Innovation #Sustainability #InvestmentStrategies #FutureOfEnergy #TechForGood - - - - - - - - - - P.S.: Looking for a creative outlet? Check out our creative books at www.sleepyhippie.com for inspiration and fun

Managing a business through the economic cycle isn't necessarily a skill set that all climate tech entrepreneurs have had the time to develop. So it's not surprising that whilst some carbon accounting, climate risk or carbon credit rating firms continue to thrive others flatline or fold. How much spend is available in 2024? 💲 Climate risk digital solutions $689 million 💲 Climate-related financial data and analytics: $626 million 💲 Carbon management software $507 million 💲 Climate risk consulting $3.16 billion The Verdantix team want the entire climate tech ecosystem to succeed as we are all mission-aligned. Drawing on my 15 years of experience covering these markets and delivering growth projects here are some tips for co-founders and CxOs at climate tech firms. #climatetech #carbonaccounting #climaterisk #dac #sustainabilityreporting https://lnkd.in/e8s6a_EN

Principes will be attending events during #ClimateWeekNYC by Climate Group, and look forward to sharing our progress on our #GlobalClimateFund expanding to #EmergingMarkets in the #Americas, #EMEA and #Asia. As a specialist climate investor, we are committed to building global #netzero industry #valuechains in #AgriFood, #EnergySystems & #IndustrialResources at speed, and allocating blended capital investments to build high-potential early to growth #climate, #naturebased & #deeptech companies at scale. Our investment strategy aims to close gaps in funding, know-how and market for ahead-of-curve investments to materialize net zero transition. Our "Invest to Build at Scale" approach is to work alongside like-minded entrepreneurs and develop true investment partnerships in which we are fully aligned with the teams we back in 5 Principes thematics: #AI-enabled #Data, #Bio-based, #Circularity, #DeepTech and #EnergyTransition. We believe in trust, chemistry and alignment in #PPPP -- public private philanthory partnership. The firm brings together best practices from prior combined experience in investment banking, management consulting, corporate and government. As a global partnership investor with accumulated 100+ years of experience, we have a highly referenceable track record of successful investments, demonstrable strategic growth and development financing support and industry network across #technology, #infrastructure and #climate. Enbo WANG Gustavo Cortes de Lima Seema Gupta Principes