We read a lot about Climate Tech, and the VC investments about to revolutionize and accelerate the Energy Transition. Gerard and Laurent wanted to know more. And there is no better place than Silicon Valley to hear it directly from the source.
What are the trends? Where to invest? What strategy? There is no better guest than Dr. Carolin Funk, Partner at Blue Bear Capital, to provide an exceptional vision of the current Climate Tech environment.
Blue Bear is a Silicon Valley- based venture capital and early growth equity firm driving the expansion of digital technologies into multibillion-dollar verticals across the energy, infrastructure, and climate industries. Blue Bear’s portfolio covers operational AI, IoT, and cybersecurity technologies, all deployed with enterprise customers to drive connectivity and efficiency across the world’s most critical industries.
We deep dive into Blue Bear’s investments thesis, how they analyse hundreds of opportunities per year to select only 4-6 investments. What quality are they looking for in terms of TAM, teams and what exits are possible.
Blue Bear is not your regular VC fund which strategy is sometimes described as “spraying and praying”. Their investments are highly concentrated and the added value to management is second to none. Blue Bear is royalty when it comes to Climate Tech. Having Blue Bear at your cap table gives you an additional aura when you’re an entrepreneur.
An episode brought to you by Aquila Capital, a world class investor in the Energy Transition