New Wave.

How LPs Pick Climate Funds


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This week on New Wave Weekly:

๐Ÿ‘‰ How LPs really select climate funds

From 500 decks to a handful of checks, LPs reveal how they go about screening and selecting funds at the top of the funnel.

๐Ÿ‘‰ What due diligence really looks like

The invisible marathon: deep dives, and months of follow-ups. Hereโ€™s how to keep momentum alive until the check lands.

๐Ÿ‘‰ Impact vs. Returns: Can you have both?

Ferd, Carbon Equity, and Aurum Impact all say yes, but the road to proving market-rate climate returns is long, patient, and full of nuance.

***

Wave Makers:

Anniken - Ferd

Bas - Carbon Equity

Jan - Aurum Impact

***

Chapters:

(00:00) Introduction

(02:24) Selecting Climate Funds

(07:30) How to Get a First Meeting

(13:45) LPโ€“GP Fit

(19:24) Common Mistakes

(22:55) Building an Edge

(26:54) Impact vs Returns

(33:20) Branding and Strategy Drift

(38:45) Market Sentiment & Returns

(41:11) Due Diligence Behind the Scenes

(47:41) Getting the First Commit



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New Wave.By Hugo Rauch