Sightline Climate (CTVC)

Today, we’re proud to unveil Sightline Climate, our new market intelligence platform for the new climate economy. Built on the foundation of the CTVC newsletter, Sightline Climate’s subscription intelligence product goes beyond the inbox with data, tools, and frameworks to bring clarity to industry professionals navigating climate transition decisions. More than 20 leading investors, corporates, and governments already use the platform including the U.S. Department of Energy (DOE), BHP, and Galvanize Climate Solutions. 👉 Explore Sightline Climate here: https://lnkd.in/eppSXmJY The highlights: 🚀 Launching the Sightline Climate platform. We’ve launched a new market intelligence product for investors, corporates, and governments building and financing the new climate economy. Use Sightline Climate to chart your path across the evolving climate landscape and spot when inflection points happen in climate sectors and technologies. 👋 Introducing “CTVC, by Sightline Climate”. We’ve rebranded our [parent] company name to Sightline Climate. After all, the new climate economy has grown beyond VC. But that’s all just an FYI, the name of this CTVC Newsletter won’t change. 🏁 The platform is live! The Sightline platform is already up and running, used daily by 20+ clients, from energy and industrial corporates, climate investors, major financial institutions, and governments, including the U.S. Department of Energy (DOE), BHP, Galvanize Climate Solutions, B Capital , Global Infrastructure Partners (GIP), and Acario Tokyo Gas. P.S. We're hiring! https://lnkd.in/eu4rCxnG (And don’t worry—the free CTVC newsletter isn’t going anywhere…well, except to get better and better 😉). As seen in the CTVC newsletter: https://lnkd.in/eZzSCHp8 Press release: https://lnkd.in/eWgzQjxt https://lnkd.in/eppSXmJY

🚨 Our 2024 Climate Tech Investment Trends Report is out now! Download it below at the link in the comments. 💰 Sightline’s latest report tracks 2024’s climate tech venture funding, uncovering the capital flows and key trends in the sector this past year. 🔮 Together with our Capital Stack Report, you can see where the money’s coming from and where it’s going — so you know what to expect for climate investment in 2025. 📅 Join us for our public webinar on 23 January at 4pm GMT / 1pm EST / 8am PST, where we’ll go over insights from both our Capital Stack and Investment Trends reports, as well as what’s to come in 2025. Register at the link in the comments below. 💡 Some key 2024 climate tech investment highlights: ⚡️ Energy overtook Transport for the first time since 2020, growing 12% to $9.4bn in 2024. Investors are returning to the original focus of climate investment, this time with an emphasis on meeting growing electricity demand from AI. 🚗 Transportation investment decreased by 36% to $7.7bn, driven by a drop in funding for battery techs. The EV and stationary lithium-ion storage  sectors are outgrowing venture capital, with surviving companies graduating to private equity and infrastructure funding. 💻 Big tech firms’ demand for clean firm power to support AI is dawning on investors. In 2024, geothermal funding nearly tripled from $196m to $558m and nuclear investment nearly doubled from $1bn to $1.9bn. ⚖️ Venture funding for climate tech is settling into a new normal – totaling $30bn in 2024, a fall of 14% from 2023 and down 35% from 2022. But graduation rates have hit the highest level (25%) since early 2022 and overall exits have more than doubled 2023’s total with 177, as sectors continue to mature. 🌎 Europe (including the UK) was the 2nd largest region for total funding after North America, with just under $10bn invested in 2024, and a 25% increase in cumulative funding since 2020. 🔎 Sightline clients have access to the full report with complete data and analysis of 2024 climate investments including graduation rates, sectors, ‘first-of-a-kinds’, exits, investors, geography, product type, and more. 📥 Clients can download the full report and underlying data and charts pack via the Sightline platform at the link in the comments below. 👉 To learn how our clients leverage Sightline’s data, insights, and expertise to power investment and strategic decisions, request a demo on our site. #ClimateTech #ClimateFinance #ClimateInvestment #Investment #VentureCapital #ClimateTechVentureCapital

💬 What are the experts saying about the 2024 Climate Capital Stack? 💬 Alongside our CEO, Kim Zou, our latest report features insights from the brightest minds in climate investing. Hear what they have to say: “In 2024, strategically blending parts of the climate capital stack enabled success. It’s about finding ways to complement equity because companies that are in the climate tech space, especially hardware, are capital intensive and are going to need additional funding. By combining venture capital and bank debt, venture debt or any other alternative form of financing, you get a combination that one, adds dry powder to your balance sheet, and two, reduces potential dilution.” – Bailey Morrow, HSBC Innovation Banking ⚖️ “2024 was a year of hunkering down – shoring up balance sheets, managing opex and getting “fitˮ for more sustainable growth.” - Lila Preston, Generation Investment Management 💪 “Consolidation seems inevitable in many sub-sectors, it will hopefully build much more robust businesses over the medium-term.” - Stephan Feilhauer, Antin Infrastructure Partners   ⚡ “The availability, price, and emissions impact of power will permeate nearly every conversation (both in climate tech and in AI) in 2025. This will be a boon for some companies, and a huge challenge for others.” - Shayle Kann, Energy Impact Partners Check out all the insights in our 2024 Climate Capital Stack and New Funds report here👇 https://lnkd.in/d8gdckps

Congrats on making it to (almost) the end of the year! We’ve got a special holiday bonus for you: your year in CTVC, wrapped. In this light holiday edition, we’re taking a little walk down 2024's memory lane, before taking a holiday break next week. Our holiday wish? Fewer lumps of coal. And in the spirit of reflection, we wanted to say how grateful we are for your readership and hard work on climate tech 💪 Can’t wait for 2025! Plus, take our 2025 Oracle survey, and check out the news and deals we've got for you here: https://lnkd.in/gaKcX7pt

ICYMI: Our 2024 Climate Capital Stack & New Funds report launched last week — our most exhaustive data and analysis of the climate transition funding landscape yet. The report includes three parts: 💰 The State of Climate Funds – the capital raised to invest in climate tech, and the fundraising trends driving it 📈 Dry Powder – the amount of undeployed capital, and what it’s earmarked for 🏦 The Climate Capital Stack – profiles on the critical financing layers of the Stack from venture to infra including key players, case studies, and challenges and opportunities in 2025 As part of this report launch, Sightline Clients now have access to live and updating Funds data on the platform — enabling our investor and LP clients to design climate-focused fundraising and investing strategies to maximize returns. Link to download the report in the comments, and if you’d like to learn how Sightline data and insights helps investors, banks, corporates and governments find commercial growth in climate transition solutions, reach out to hello@sightlineclimate.com. . . . . #ClimateTech #DryPowder #NewFunds #ClimateFinance #ClimateInvestment #InvestmentTrends

Happy Monday! We know the year’s almost over, but who’s had a bigger year than AI and data centers? A handful of new announcements from Exxon, Shell, Google, and more show how emerging clean firm technologies are scaling up to power the sector. In deals: ⚡ $600m in data centers 🔋 $44 in lithium-ion energy storage 🛰 $35m in drone monitoring And in other news: 📜 US climate policy whiplash 🌏 big nuclear plans in Asia 🌱 clean energy FOAK project progress 💰 ICYMI: We released our new report on the 2024 Climate Capital Stack and Funds. 🔮 Plus, as we gear up for next year, take our climate tech oracle survey to give us your 2025 predictions (and have the chance to be featured when we write about them in January). Read more here: https://lnkd.in/gBSNJBGT

️🔥 Hot off the press, Bloomberg News featured Sightline’s new Climate Capital Stack and Funds report in a new article (which you can download at the link below in the comments). 💰 The article dives into the state of climate tech investing and the amount of dry powder stacking up, with our CEO Kim Zou telling Ethan Steinberg at Bloomberg that climate funds added $47 billion in assets under management, a 20% bump over last year, largely driven by financial heavyweights like Brookfield and TPG raising a second, third or even fourth climate-targeted fund. 📈 “These mega-funds coming out for their second fund is a positive signal in many cases because it's a proof point that their first fund was successful,” said Kim Zou, CEO and co-founder of Sightline Climate. 🔎 Check out the piece below, and read more insights in the report in the comments 👇 https://lnkd.in/d4mDu9x4 #ClimateTech #ClimateFinance #ClimateInvestment #ClimateCapitalStack #ClimateCapital #NewFunds

🚨 Big news: Our 2024 Climate Capital Stack & Funds Report is out now 🚨 Sightline’s latest three-part report reveals 2024’s trends in dry powder, fund formation, and the climate capital stack. 👇 Link to download in the comments. 🔎 We found a 20% increase in new climate fund AUM vs. 2023, despite a challenging macro backdrop. Funds now sit on $86bn of ‘dry powder’ as investors slow deployment. The majority of this dry powder (59%) is in infrastructure funds, signifying a maturing funding landscape. 🧠 Key Highlights: 💰 New climate AUM increased 20% YoY, bringing total AUM raised since 2021 to $164bn. Things are looking better than the market expected, but it’s mostly driven by a few climate mega-funds (e.g. TPG, Brookfield) coming back for more. ⛷️ In 2024, the stack of investable dry powder accumulated to $86bn. While investors started to chip away at the mountain, lowering it from 2023’s high, funds are deploying slower than they used to, and with considerably more discipline. 📈 Infrastructure funds made up almost 60% of the new climate AUM raised this year, a sign that climate investment is maturing, and that LPs are seeking out safe havens for their assets that provide sustainability upside. 🎯 18% fewer funds invested in a climate deal this year. Sector tourists have pulled back in order to retreat to more familiar software and AI-powered pastures, but dedicated climate funds remain – especially with Growth, PE, and Infra plays coming onto the scene as the climate tech cohort matures. Download the report here: https://lnkd.in/d8gdckps 🆕 Also, as part of this release, Sightline clients will have live and updating access to funds data on the Data section of our platform - empowering climate-focused investors and LPs to design fundraising and investing strategies to maximize returns. #ClimateTech #ClimateFinance #ClimateInvestment #ClimateCapitalStack #supportedby HSBC Innovation Banking

Happy Monday! Our newsletter is out — with a recap of the second annual Deploy24, the DOE’s conference focused on scaling critical climate tech, where we spent last week. While this event took on a different tone than last year’s after the election, leaders delivered a clear message: Keep calm, and carry on with the Biden administration’s legacy of climate action. In deals, $150m for limestone-based carbon development, $126m for e-methanol and SAF, and $91m for robotic recycling. In other news, ITC tax credit is here; the DOE’s investment spree; and big weeks in nuclear, methanol, and CCS. Read more here: https://lnkd.in/gdeG5qfe #ClimateTech #EnergyTransition #Deploy24 #DOE #ClimatePolicy

🔮🌎 Our 2025 climate tech oracle survey is here! Dust off your crystal ball and peer into the next twelve months of climate tech — take Sightline Climate's quiz predicting the big news, trends, and more on climate tech. Respond by the end of the year, and your answers could appear in a CTVC feature in January: https://lnkd.in/gwaE-9pV