Latest Posts
Thryve.Earth and Rize: Does a consortium of specialists or a single balance sheet own the enterprise layer for NbS?
How does the enterprise layer that can absorb institutional NbS capital look like? We look at two deals from July 2026 and compare their models.
Brazil’s Bom Futuro restoration-focused concession is an inflection point for public land carbon finance
Brazil has pioneered a forest concessions model for carbon finance. The government monetizes degraded public land by licensing restoration rights to a private developer, who sells credits while paying a concession fee. How will this change the carbon finance landscape?
Fervo Energy had the biggest climate tech IPO so far: But is the foundation for clean, firm power solid enough?
Fervo Energy’s $1.89B IPO is the biggest climate tech IPO on record. But it is still pre-revenue, banking on continued AI demand. Can it, and other clean firm power enterprises, deliver against the hype?
Axius Water: The co-build blueprint for India’s climate MSME opportunity
Axius Water was constructed by a combination of PEs bringing specific expertise. The template has lessons for how PE entering India can look at MSMEs and family-owned businesses within the climate sector.
Ecofy: A deep dive into India’s first green-only lender
Ecofy has had an eventful start to 2026, raising $42M in a Series B in March round followed by $15M debt in May. What’s their business model and where are they headed?
Cafe Selva Norte: The enterprise layer is the investable unit
Who holds the margin when land is fragmented, as is the case in the Global South? We study Cafe Selva Norte, a landscape enterprise platform in Peru.
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