s03e20 - Better Call the Specialist: VCs in Climate Verticals with AgFunder, Fifth Wall and S2G Ventures Ocean F
SOSV Climate Tech PodcastShow Notes
In this discussion from the 2023 SOSV Climate Tech Summit (Sept 26-27, 2023), we feature three speakers: Rob Leclerc, Founding Partner at AgFunder, Kate Danaher, Managing Director at S2G Ventures Ocean Fund, and Greg Smithies, Partner at Fifth Wall.
They discuss the benefits and challenges of raising funds from category-specific climate tech firms. They also talk about the most exciting spaces in agriculture, buildings, and oceans, as well as the state of the climate tech funding market. The speakers emphasize the importance of specialized underwriting, pattern recognition, and the need for realistic valuations in the climate tech sector. They also highlight the opportunities presented by the Infrastructure and CHIP Acts.
This conversation is moderated by Katie Fehrenbacher, Climate Tech Reporter at Axios. The video of this episode and more can be found online at sosvclimatetech.com.
Speakers
Rob Leclerc, Founding Partner, AgFunder
Greg Smithies, Partner, Fifth Wall
Kate Danaher, Managing Director, S2G Ventures Ocean Fund
Moderator
Katie Fehrenbacher, Climate Tech Reporter, Axios
Credits
Producer: Ben Joffe
Podcast Summary: Written by gpt-3.5-turbo, edited by Ben Joffe
Intro Voice: Cloned voice of Ben Joffe by ElevenLabs
Intro Music: EL Waili
Keywords: #deeptech #venturecapital #climatetech #vc #robotics #lifesciences #biology #hardware #startups #innovation #technology #frontiertech #hardtech
Hosted on Ausha. See ausha.co/privacy-policy for more information.
More from SOSV Climate Tech Podcast
In this discussion from SOSV's 2024 EarthDay+ sessions (Apr 22-26, 2024), Bret Kugelmass, the CEO and co-founder of the nuclear fission startup Last Energy, which focuses on developing small nuclear reactors, talks about: The potential of nuclear power to provide abundant, inexpensive energy with minimal environmental impact.
In this panel discussion from SOSV's 2024 EarthDay+ sessions (Apr 22-26, 2024) moderated by Dr. Pae Wu of IndieBio and SOSV, corporate venture capitalists Brandon Middaugh from Microsoft's Climate Innovation Fund, Taehong Huh from GS Futures, and Aditya Sharma from Honda Innovations discussed their strategies for investing in climate tech startups. They emphasize the importance of early engagement with startups, strategic alignment with corporate goals, and the necessity for startups to understand their market and competition.
In this panel discussion from SOSV's 2024 EarthDay+ sessions (Apr 22-26, 2024) focused on measuring and attributing climate impact and moderated by Hampus Jakobsson of Pale Blue Dot, investors from various climate tech-focused funds discussed the importance of impact measurement in startups and investment decisions. The challenges and methodologies of impact assessment.
In this panel discussion from SOSV's 2024 EarthDay+ sessions (Apr 22-26, 2024) moderated by Tim De Chant, Senior Climate Reporter at TechCrunch, panelists Christina Karapataki from Breakthrough Energy Ventures, Shuo Yang from Lowercarbon Capital, and Duncan Turner from HAX and SOSV discussed the current state and future of climate tech venture capital. The challenges and opportunities in the sector, noting a decrease in deal counts but robust fundraising, with venture capital and private equity firms holding significant "dry powder."
In this discussion from SOSV's 2024 EarthDay+ sessions (Apr 22-26, 2024), Andrew Ponec, Co-founder and CEO of Antora Energy, discusses with Casey Crownhart, Climate Reporter at MIT Technology Review, the challenges and innovations in industrial heating. Antora Energy is electrifying heavy industry with thermal energy storage and raised over 200 million dollars in funding.