Browsing by Subject "venture capital"
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Item Open Access Investing in Clean Hydrogen(2024-04-26) Miteva, PetyaThis paper lays out a framework and process for investors to build their investment theses in clean hydrogen innovation. This framework was developed based on conversations with industry experts and a literature review that informed an analysis of a range of investment opportunities in innovations within the hydrogen value chain. The framework functions in five steps: • Answer four key questions corresponding to various investment criteria categories; • Refine specific investment criteria based on these answers; • Rank investment criteria from highest to lowest priority; • Identify optimal investment niches by using this paper’s internally developed opportunities heatmap; • Build a clean hydrogen innovation investment thesis that targets the top-scoring niches. With plentiful opportunities for innovative solutions for the production, storage, transportation, transformation, and utilization of clean hydrogen, investors are showing an appetite for tapping into this space. These innovations hold the promise of revolutionizing a variety of activities within the hydrogen value chain to enable its use in traditionally Greenhouse Gas emissions (GHG) intensive sectors. Yet, identifying the right opportunities within an emerging space could be challenging. Clean hydrogen is an important lever in the decarbonization of the global economy, expected to account for roughly 10-12% of global annual energy use by 2050. To meet the levels envisioned by most global decarbonization scenarios, low-carbon hydrogen production and use in applications where it replaces a higher emitting fuel or energy source needs to grow 100 times from today’s levels by 2030. An estimated total investment of $1 trillion would be required to reach this target; yet there remains a $430 billion gap between current commitments and what’s needed. Stronger investment frameworks like the one put forth in this paper could help narrow this gap by enabling investors to deploy capital where it matters to usher in the ubiquitous use of clean hydrogen across the economy.Item Open Access Trends and Drivers in Early-Stage Energy Technology Investing(2014-04-19) Huber, Lisa; Fechnay, NancyThis project addresses the key drivers behind major trends in early-stage energy technology investing, seeking to draw conclusions about trend lifecycle and future implications for the sector. The three major trends explored in this project include: (1) an increase in corporate venture capital activity, (2) a decrease in overall venture investment in the sector, and (3) a difficult environment for raising new energy-focused funds. After conducting in-depth interviews with eight prominent venture capital investors – varying in fund size, location, and investment focus – an analysis of results show three critical findings: (1) attitudes toward increasing corporate venture capital (CVC) involvement vary based on firm size and focus, (2) unattractive market dynamics are pushing funds to focus more on downstream investments, and (3) the major trends identified are strongly interconnected.Item Open Access VC Co Impact Measurement Strategy(2021-04) Weintraub, ShiraThe field of impact measurement is gaining momentum and evolving during this time. Certain venture capital firms have begun measuring the social and environmental impacts of their portfolio companies and producing reports targeted towards their Limited Partners or the general public. VC Co, a venture capital firm with a focus on the energy transition, was interested in understanding if it should measure the outward impact of its portfolio companies, and if so, how. This MP paper covers the impact measurement space, emerging trends, and best practices, while the project itself also included a recommendation to VC Co on an impact measurement strategy. The analysis presented in this paper includes an overview of the sustainable investment spectrum and tools and frameworks that are being used for impact measurement today.