Latest Posts
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.
Nature-based solutions are unlocking business value, and the private sector is taking interest
The private sector is discovering that NbS can be a strategic operating layer that makes land-based businesses more valuable.
Chestnut Carbon raised the biggest climate tech funding tranche of 2025: What makes it stand out?
Chestnut Carbon raised $250M in 2025, making it the largest fundraise in climate tech for the year. What makes their business so solid in a highly competitive and volatile carbon market?
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