In today’s episode, we cover:
• Shayle’s journey from energy transition in the market intelligence space to climate change venture capital at Energy Impact Partners (EIP)
• EIP, a VC with ~$1B in AUM whose LPs are a coalition of utilities
• The sectors EIP invests in
• Abe’s journey from Rockport Capital Partners, a cleantech private equity firm based, to cofounding Congruent Ventures in 2016
• A history of the first cleantech wave
• Lessons learned
• How the current interest in climate tech compares/contrasts with the first cleantech wave
• What types of innovation is needed in climate tech
• What types of capital are the best for for which types of innovation
Links to topics discussed in this episode:
• Energy Impact Partners: https://www.energyimpactpartners.com/
• Congruent Ventures: https://www.congruentvc.com/
• Rockport Capital Partners: http://www.rockportcap.com/
• Solyndra: https://en.wikipedia.org/wiki/Solyndra
• Thin-film solar cell: https://en.wikipedia.org/wiki/Thin-film_solar_cell
• MiaSolé: http://miasole.com/
• Alpha: https://www.investopedia.com/terms/a/alpha.asp
• National Renewable Energy Lab: https://www.nrel.gov/
• Lawrence Berkeley Lab: https://www.lbl.gov/