Investors, Capital & Pitch

An investment case for an evidence-heavy climate or science company is the material that makes each link in the investor decision easy to act on. That decision is a chain of smaller decisions made by several people, often without the founder in the room. The pieces in this subject cover what an investor deck has to make easy to decide, where evidence should sit in a technical story, the climate tech teaser deck that earns the full deck, the monthly investor update and the climate tech data room that makes diligence faster.

This subject also covers the capital questions that come with physical projects, such as why first-of-a-kind (FOAK) plants are hard to finance, what an offtake agreement does for a lender and how VC, corporate and grant funders each decide on one technology. The Library also holds sixteen conversations with climate investors on mandate, evidence and the decision, and those interviews shape much of the thinking here. The Eeden case shows the same chain in a pitch built around the signature a brand had to give.

Start with the investor deck, then read how evidence placement changes what an investor believes.