Today's show features not just one, but two guests, who will provide super actionable insights to FINALLY demystify the IMPACT of Climate Tech Funds.
-We will break down the most important concepts around impact measurements, such as SFDR, ESG, LCA, and other key acronyms ruling European Climate Tech.
-We will ask two of Europe's best impact experts how they put it all into practice when making investments and growing their startup portfolio.
-And we will answer some chicky questions to figure out what is truly necessary and what is a bit overkill in this whole impact assessment world.
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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:
Our guests are Isabelle Canu, Partner at the Green European Tech Fund, and Stefan Maard, General Partner at Climentum Capital.
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SHOW NOTES:
0:09 – Intro
01:03 – Guests background
01:56 - The Turning Point for Impact Industry: Regulations or Climate Tech Funds?
05:58 – How do you measure impact at both the individual company level and the portfolio level?
12:59 – When do you run the assessment? When is the right moment? 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 you still be cost-competitive in the process?
19:22 – Is it responsible to adopt Article 9 at the early stages?
21:18 – Intentions vs Reality Check: Are Pre-Seed and Seed Stage the Right Fit for Everything?
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– What are the Strategies for Successful Operations?
36:58 –Are there any external service providers, professionals, or software that you would recommend for 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: Prioritising Impactful Direction Over Purely Commercial Goals!
49:14 – Preventing Bad Press and Safeguarding Your Reputation
53:19– Unleashing the Power of Incentives: How Can You Build a Successful and Effective Framework?
56:49 – Racing Against the Odds: How Can You Supercharge Industry Growth Despite Capital Constraints?
1:01:21 - Outro
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ABOUT THE HOST:
Yoann Berno https://www.linkedin.com/in/yberno/ After a career spent building and investing in top tech startups, Yoann is now a founding member and General Partner at Climentum Capital focused on investing in game-changing technological solutions to our worsening climate crisis.
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TWITTER: https://twitter.com/yoannberno
LINKEDIN: https://www.linkedin.com/showcase/climate-insiders
Isabelle Canu (GP at Green European Tech Fund) https://www.linkedin.com/in/isabelle-canu-897a3189/
Stefan Maard (GP at Climentum Capital) https://www.linkedin.com/in/stefanmaard/
GET Fund https://getfund.eu/
Climentum Capital https://www.climentum.com/
ClimatePoint https://www.climatepoint.com/
