We dive deep into our sectors. Our research drives our insights and thesis-driven approach.

Markets over the past 18 months have resoundingly demonstrated that building lasting value is not just about posting strong revenue growth. This is broadly true, but it may hold especially true of the insurance sector — a space that, before the VC run-up over the last decade, was hardly synonymous with rapid tech-enabled growth.

The climate industry has been a rollercoaster across the last two decades. After a dormant innovation environment for the industry, we’ve seen a record amount of capital raised by private investors and deployed into ClimateTech startups in the last three years.

In our 2023 Research POV, we highlighted our focus on “going global” with our climate practice. In this post, we’d like to share more context on what we believe is one of the biggest opportunities in climate tech: the energy transition in emerging markets.

In our 2023 Research POV, we highlighted our focus on “going global” with our climate practice. In this post, we’d like to share more context on what we believe is one of the biggest opportunities in climate tech: the energy transition in emerging markets.

I’ve spent most of my life working on two core areas — 1) clean energy and 2) digital transformation of legacy sectors. The first 5–7 years of my career were explicitly focused on the former.