Our investment strategy.
We invest in solutions that avoid or reduce greenhouse gas emissions and deliver competitive returns driven by innovation, efficiency, and long-term resilience.
Investment focus
We invest in funds with a strong climate investment thesis and robust financial reporting, as well as startups and real assets with a clear potential for creating significant and measurable climate impact in a short time frame.
We invest primarily in the following categories because they maximize impact and offer the strongest return potential.
Energy
Two thirds of greenhouse gas emissions are caused by burning fossil fuels, making replacing fossil fuels in key industries with clean, renewable energy a top investment priority.
Food & Agriculture
Agriculture and deforestation account for over 20% of greenhouse gas emissions, making regenerative agriculture, alternative proteins, aquaculture, and sustainable forestry a significant investment focus.
Technology
We invest in technologies that significantly elevate climate impact, both as software platforms and hardware solutions. This includes industrial process improvements and next-generation materials.
Infrastructure
Since construction and transportation account for nearly a third of GHG emissions, we invest in carbon-negative construction materials, energy-efficient retrofitting, and mobility and logistics.
How we evaluate opportunities
All of our investments must meet four criteria:
Climate impact
Solutions with the potential to move the needle on climate change.
Technical feasibility
Proven or realistic solutions that can be implemented efficiently and effectively.
Financial viability
Business models that are sustainable and capable of generating returns.
Rapid scalability
Opportunities that can scale quickly across markets and geographies.
Climate Impact
Solutions with the potential to move the needle on climate change.
Technical Feasibility
Proven or realistic solutions that can be implemented effectively.
Financial Viability
Business models that are sustainable and capable of generating returns.
Rapid Scalability
Opportunities that can scale quickly across markets and geographies.
Our beliefs
We turn our investment strategy into action by partnering with companies that can deliver measurable climate impact while building scalable, financially viable businesses.
Regenerative Mindset
We believe a shift to a regenerative mindset can deliver both prosperity and planetary health. Unlimited resource extraction without attention to consequences endangers our planet's ability to support life, but the regenerative capacity of nature can help restore our climate while continuing to provide for our needs.
Entrepreneurial Approach
We believe impact at scale can only be delivered by entrepreneurs who have a viable business strategy with strong unit economics, reliable margins, and significant growth potential. While philanthropy can be useful as a catalyst for change, , problems of this magnitude ultimately require founders with the business acumen to build and scale real solutions.
Intentional Investment
We believe in capital as a change catalyst and iteratively assess our investment strategy to ensure our investments support our goals. With each investment we seek the right balance between measurable impact and financial return - or the creation of a profitable new market category.
Mainstream Adoption
We believe climate solutions must be as affordable, profitable, and scalable as the industries they replace - not an alternative to prosperity, but a better version of it. We invest in solutions that accelerate that shift from innovation to mainstream adoption.
Transparent Communication
We believe that amid widespread misinformation on climate change, successful investing means separating fact from fiction. We are committed to demonstrating that climate solutions can match or outperform traditional investments and accelerate the creation of more sustainable asset classes.
