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This time we're turning tables. I will not be conducting the interview. Instead, I will be interviewed. By popular demand, you will hear a little bit about me and my thoughts on some awesome topics, such as risk management, ways to become an angel investor with as little as $1000, alternative forms of growth, why technology won’t solve this deeper crisis faced by humanity, the critical need to better communicate visions, and the power of women to transform society!
In addition, we will discuss my decision to leave Climentum Capital, my evolving role to help democratize climate investing, and how YOU can get involved! Analisa Winther, a veteran podcaster and a great Climate ecosystem builder, will be conducting the interview.
She will be asking me tough questions to extract a lot of valuable insights. This has been one of the most engaging conversations I have had on the show, and I am confident that you will find a lot of inspiration from it. Let's go!
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ABOUT CLIMATE INSIDERS:
Learn all the insights from Europe's top Climate Tech Founders and Investors. Listen to the stories behind the startup successes, understand the drivers of investment decisions, and become a true Climate Insider.
Check us out at: https://www.climateinsiders.co
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ABOUT THE GUEST:
Yoann Berno is committed to the democratization of climate tech investing, with a goal to contribute significantly to the fight against global warming. Passionate about empowering individuals striving to make a difference in addressing climate change, he is renowned as the podcast host of Climate Insiders. In this role, he dedicates himself to showcasing the perspectives of trailblazers in environmental sustainability.
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SHOW NOTES:
00:09 Intro
01:03 Guests background
01:56 Was the push in regulations in recent years the Turning Point for the Climate Tech industry and the main contributor to the booming number of dedicated funds?
05:58 How to measure impact at both the individual company and portfolio level?
12:59 When to run the impact assessment? Is it during the due diligence process, after due diligence, or at the end of the fund?
14:10 Example of how to conduct pre-due diligence or during due diligence assessment.
15:11 Conducting an LCA at the fund level: strategies, considerations, and recommendations!
17:55 Are LCAs very expensive, and will this make VC money even more expensive? Can VCs still be cost-competitive vs generalist funds?
19:22 When does it make sense to be an Article 9 fund?
21:18 Intentions vs Reality Check: are Pre-Seed and Seed Stage the funds right fit for Article 9 or should it be reserved for Growth and Private Equity funds?
25:42 Attribution vs Additionally: unraveling the tricky debate! Which one is the biggest problem?
29:42 Mastering impact assessment in practice: A Guide to Effective Evaluation!
34:17 How to run an impact assessment for a project development case (ex: offshore floating wind farm)?
36:58 Are there any external service providers, professionals, or software that they recommend to run impact investing?
40:48 Mastering LP documentation: best practices and reporting timelines for fund managers!
43:28 What is the role of a Climate Tech VC? Is it to provide impact counseling to founders?
46:15 Striking the balance: prioritizing impactful direction over purely commercial Goals!
49:14 Preventing bad press and safeguarding your reputation
53:19 Unleashing the power of incentives: how to build a successful and effective framework?
56:49 Racing against the odds: how to supercharge industry growth despite capital constraints?
01:01:21 Outro
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ABOUT THE HOST:
Interviewing me today is Analisa Winther. She is an advisor to corporations helping them to invest in the future of food and build relationships with the ecosystem. She also is a leadership coach for startup founders helping them to clarify their vision and distill their values. Analisa is an expert in the agrifood space and the host of the popular podcast Future Food.
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Don't forget to SUBSCRIBE to our NEWSLETTER to stay tuned about the next episodes: https://climateinsiders.substack.com/
TWITTER: https://twitter.com/yoannberno
LINKEDIN: https://www.linkedin.com/showcase/climate-insiders
Website: www.analisawinther.com
Podcast: www.analisawinther.substack.com
Instagram: @analisa.winther
Links:
My Online Course (Invest In Climate Tech Like A VC): https://maven.com/climate-tech/invest-in-climate-tech-new
GET Fund https://getfund.eu/
Climentum Capital https://www.climentum.com/
ClimatePoint https://www.climatepoint.com/
Podcast Host at Climate Insiders 🎙️
After a number of years working as a software engineer in Silicon Valley, I built a Cleantech business in Kenya, then joined a VC fund in Berlin and ended up starting my own Climate Tech fund in 2020.
In just 5 years, I've assembled a portfolio of 30+ startups, already generating a track of 5.3x.
Today, I interact on a daily basis with the world's best Climate Tech investors. We share deals, trends, insights.
I'm here to give you access to that wisdom and accelerate your path to success so you also can 5x your money and be proud of the positive impact you've helped generate in this World.
Deep down, my mission is to democratize access to Climate Tech investing so we can collectively solve the massive challenge of Climate Change and curve our path to a sustainable world.
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