Climate Tech VC

28/01/2022

2️⃣0️⃣2️⃣1️⃣ DEALS IN REVIEW: Climate tech startups hauled in $40b of funding across 600+ venture deals, and there's no signs of stopping

📈 With double the funding deployed to climate tech cos in 2H'21 v. its '20 counterpart, it's up and to the right for climate tech VC

⚡🚗 🌾 90% of the total funding in 2021 can be attributed to energy, mobility, and food & water, with other sectors gaining traction

17/09/2021

🌎 It's here. Our running list of Climate Corporate Venture Capital funds is officially live🎉

📈 CVCs account for 25% of all venture activity, and in the last 15 months, they comprise 45% of all climate tech deals

📝 They play an instrumental role in the decarbonization of their respective industries, and we have categorized them into 4️⃣ verticals:

🔋 Energy
🚘 Transportation & Supply Chain
🏭 Minerals, Agricultural & Industrial
🖥️ Consumer & Technology

03/09/2021

⚠ ICYMI Climate Tech VC just dropped our mid-year venture investment report, and the market is booming! This digest marks 18 mo+ of tracking over 600 deals since Q2 2020. Now, please enjoy, spread the news, and comment w requests for more data cuts!

💰 $16b invested across 250 venture deals in H2'21
📈 50% more climate deals in Q2'21 vs Q2'20
🤑 Series A deal size double vs last year, Growth 3x
💼 1,000 climate-curious investment firms and 50 hyperactive climate tech VCs
🚚 Mobility deals largest on avg; 50% of H1'21 total climate venture funding
🌱 Over half of climate tech investors are active in Food & Water and Mobility

06/08/2021

📢 Announcing: the Climate Tech VC Job Board!

We’ve partnered with Pallet to curate the best open roles at startups, funds, and orgs that are shaping our climate future.

🙋‍♀️ Job Seekers: Discover and filter open roles at leading climate tech companies and funds
👩‍💼 Climate companies: Get in front of 15,000+ of the most in-the-know climate candidates. Through the end of the month, post for free!

https://pallet.xyz/list/climate-tech-vc/jobs

08/06/2021

Want to stay current on what's going on with innovation? Check our past feature with Intercalation Station on how startup innovations will intersect with the existing battery value chain.

https://climatetechvc.substack.com/p/staying-current-with-the-battery

30/04/2021

This week we lay the foundation for decarbonizing cement with and . Check out our latest feature here: https://climatetechvc.substack.com/p/a-foundational-approach-to-decarbonization

31/03/2021

Our deep "dive" into the startups and innovation making the seafood industry more sustainable 🐟

https://climatetechvc.substack.com/p/-turning-the-tide-on-sustainable

18/03/2021

In this week's CTVC issue, we chart the flight path of innovators preparing for the takeoff of zero-carbon aviation💺✈️ https://climatetechvc.substack.com/p/-dreaming-of-carbon-clear-skies

08/02/2021

🌎This week, we take on climate risk in the financial sector with Buoyant Ventures – spotlighting startups that can help banks and asset managers understand their exposure 💸📉

https://climatetechvc.substack.com/p/-some-risky-climate-business

02/02/2021

🌏 This week, we unearth the dirt on soil carbon sequestration and map out the companies putting carbon back into the ground 🚜🌾 We also cover and commend Microsoft’s progress report on becoming carbon negative by 2030 📝 Lastly, check out our list of climate tech deals, news, and jobs 💼

https://climatetechvc.substack.com/p/-dirt-is-the-word

25/01/2021

Elon Musk just announced a $100M prize for the best carbon capture tech. We made his search easier by mapping out the carbon capture startups enabling CCS projects at scale

https://climatetechvc.substack.com/p/-the-air-mining-rush-of-carbon-capture

27/12/2020

2020 has no doubt felt like a long year, but the silver (green?) lining has been the rise of . At 🌎 Climate Tech VC, we covered 300 deals worth $14bn and grew to 5,000+ subscribers. This year's highlights also include a 7% fall in emissions, major countries and corporates pledging to become net zero, the climate tech **C attack (posting ~138% return), Biden's $2T Clean Energy Plan, and the start of the EV transition.

https://climatetechvc.substack.com/p/-2020-round-up-and-investing-with

18/12/2020

🌍 In this week's issue, we dig into this year's stock market bull run/ S**C outperformance and the return of climate applications

https://climatetechvc.substack.com/p/-hype-cycles-in-climate-spacs-and

02/12/2020

We've mapped out the climate tech investor landscape using these five categories:

• 🌱🌲Climate-general: Investing in climate change as the primary thesis
• 🌾⚡️Climate-vertical specific: Investing in a specific vertical (e.g., agriculture, energy) within the broader climate tech ecosystem
• 🎯✅Impact: Investing for impact with a focus on sustainability
• ⚗🛰Deeptech: Investing in frontier, hard science technologies to address climate
• 🌐👥Generalist: Investing mostly in enterprise / consumer software, with some opportunistic climate investments

The list: https://climatetechvc.org/a-running-list-of-climate-tech-vcs/

23/11/2020

🌏 This one is for you accounting nerds 🤓 We dive deep on the corporate carbon accounting market. We also debunk the newly formed 🚙 ZETA lobbying group, share new fundings like 🔋 Form Energy's long duration storage, and highlight 📈 Union Square Ventures’s new focused fund.

https://climatetechvc.substack.com/p/-accounting-is-the-new-green

17/11/2020

🌏 We chat with Craig Shapiro from Collaborative Fund about his "Villain Test" for evaluating investments and his perspective on climate tech opportunities. We also highlight some climate experts who are part of President-elect Biden's agency review teams and who might be part of his climate-first cabinet.

https://climatetechvc.substack.com/p/-scientists-strike-back-and-a-collaborative

11/11/2020

Check out this week's deep dive on carbon to value (aka converting carbon into useful materials). We also explore the impact of the Biden victory on climate action – including reinstating major climate policies, rejoining the Paris Agreement, and investing in the green economy.

https://climatetechvc.substack.com/p/-the-good-kind-of-climate-change

02/11/2020

🌎 This week, we “chill out” with Therma – a new venture focused on saving energy and reducing food waste by making the smarter. Therma is a climate twofer - solving for Project Drawdown's ♻ #1 (food waste) and 🌡 #4 (refrigerant management) most impactful solutions. Other big news is MIT The Engine’s new $250m fund, Stripe’s new Climate donation tool, and South Korea and Arizona pledging climate neutrality.

https://climatetechvc.substack.com/p/-the-cold-chain-and-a-hot-election

28/10/2020

The latest 🌎 Climate Tech VC issue features a💡 mental model for evaluating climate tech investments (credit to Shayle Kann) and David Crane's (former CEO of NRG Energy) new Climate **C

https://climatetechvc.substack.com/p/-offering-a-climate-tech-mental-model

20/10/2020

Varun Sivaram, along with his team at Columbia's Center on Global Energy Policy, has released a roadmap for US clean energy R&D to ramp up to $25bn annually by 2025. Check out our interview with him along with this week's deals in our latest issue!

https://climatetechvc.substack.com/p/-a-trillion-trees-and-a-new-energy

15/10/2020

This week in Climate Tech VC, we interview the great Azeem Azhar (author of The Exponential View) about his State of Climate Tech report. We also dig into the hype and hope of climate S**Cs, a boom that’s attracted big names, big dollars, and big assumptions about the growth of the total climate tech market.

https://climatetechvc.substack.com/p/-the-state-of-climate-tech-vc-and

06/10/2020

🌏 This week, we plug into the latest battery innovations – featuring Tesla's Battery Day updates. We also unpack what “net zero” commitments from corporates (e.g., Walmart, Morgan Stanley, and GE) during Climate Week really mean.

https://climatetechvc.substack.com/p/-battery-day-and-climate-week

29/09/2020

🌍 As fires in northern California exploded again this morning, we examine the impact of wildfires scorching the West and the innovations they’re sparking with expert insight from the California Air Resources Board, Indra den Bakker at Overstory, Joe Paluska at One Concern, and Nikki Pechet at Homebound. We also evaluate China’s recent commitment to be carbon neutral by 2060 and how this announcement could affect .

https://climatetechvc.substack.com/p/-lessons-from-the-wildfires.

23/09/2020

🌎This week, we follow Facebook’s recent Climate Science Information Center debut and explore the persistence of climate misinformation as well as its impact on climate tech. We also share our takeaways from a recent Clean Energy for Biden on the likely effects of a Biden-Harris administration on climate tech investing. Finally, we highlight big climate pledges from Google, Amazon, Facebook, and Shopify, along with jobs, opportunities, and Climate Week events.

https://climatetechvc.substack.com/p/-a-referendum-on-climate

14/09/2020

🌏 In this week's Climate Tech VC issue, we analyze the fashion industry's and sustainability efforts with new startups (e.g., Modern Meadow, thredUP, and Trove). We also assess the implications of Long Term Stock Exchange’s (LTSE's) launch for climate tech and top it off with news and jobs.

https://climatetechvc.substack.com/p/-long-term-planning-for-your-closet

08/09/2020

🌍 This week, we chat with the astute Jigar Shah about the future of and his deployment-led investment approach at Generate. In honor of Labor Day, we discuss labor's importance in a economy. We also see AI-based climate tech (e.g., One Concern, Cloud Agronomics, and Myst AI) raise funds. Check out the issue here!

https://climatetechvc.substack.com/p/-hydrogen-hype-and-truth-with-jigar

08/09/2020

🌎 This week, we chat with the insightful Naveen Sikka about TerViva's Pongamia trees and carbon negative ingredients. We also unpack the emergence of climate tech in efforts as natural disasters increase in frequency and intensity (e.g., Microsoft and harbor). Check out the issue here!

https://climatetechvc.substack.com/p/-climate-negative-foods-from-friendly

Expanding from climate mitigation to adaption and chatting with Naveen from TerViva

08/09/2020

🌏 This week, we spoke to Emily Kirsch about Powerhouse’s pivot from an accelerator to a corporate climate whisperer and fund and listened to Sarah Tavel predict the future of climate tech investing based on lessons learned from Cleantech 1.0. Check out the issue here!

https://climatetechvc.substack.com/p/-conversations-with-climate-investing