Climate Tech Investments An Opportunity for Europe

climate-tech-investments-an-opportunity-for-europe
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Slide inventory

64
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01
Slide 1
Includes a stylized map of Europe as a background element.front_matter
Open slide detailBeat · Attention
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front_matter
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front_matter
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front_matter
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front_matter
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summarize
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07
Includes a signature and contact information for the Managing Partner.establish_context
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other
Open slide detailBeat · Attention
09
The slide outlines the transition from climate risk to climate opportunity, specifically focusing on the European market and the 'Climate Performance Potential'summarize
Open slide detailBeat · Attention
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transition
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Includes a quote from Stefan Rahmstorf and a stacked area chart showing historical GHG emissions.establish_context
12
The slide combines a narrative on global emissions with a specific focus on EU economic damages from climate events.frame_problem
Open slide detailBeat · Problem
13
The table compares GDP impact across four temperature scenarios for World and Europe regions.analyze_data
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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Includes citations for IPCC, Bloomberg NEF, WEF, BCG, and IEA.establish_context
Open slide detailLoop · Cost Of Inaction
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The slide uses a two-column layout to present narrative text and case study details.illustrate_case
Open slide detailLoop · Cost Of Inaction
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Includes two quotes from Ursula von der Leyen and Jules Besnainou.establish_context
Open slide detailLoop · Cost Of Inaction
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Includes a quote from Danyal Bayaz and references to EU policy documents.present_framework
Open slide detailLoop · Cost Of Inaction
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Includes a process diagram illustrating the flow of goods and CBAM requirements.establish_context
Open slide detailLoop · Cost Of Inaction
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The slide uses a temple diagram to represent the six pillars.present_framework
Open slide detailLoop · Cost Of Inaction
20
The slide is a continuation of a list of pillars (2-6) and a comparative analysis section.compare_peers
Open slide detailLoop · Cost Of Inaction
21
The slide contains two pull-quotes from Maersk and Jules Besnainou, and references multiple financial figures (€700B, $283B, $1.2T).establish_context
Open slide detailLoop · Cost Of Inaction
22
The slide contains two quotes from industry leaders (BASF and Mercer) and references IPCC and BloombergNEF data.summarize
Open slide detailLoop · Cost Of Inaction
23
The chart uses a dual-area representation to highlight the funding shortfall.frame_problem
Open slide detailLoop · Cost Of Inaction
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transition
Open slide detailLoop · Cost Of Inaction
25
Includes a table of Global ESG AuM by region and a stacked bar chart showing historical and forecasted ESG asset growth.establish_context
Open slide detailBeat · Solution
26
Includes a specific note regarding 2022 as an outlier due to the Russia-Ukraine conflict and its impact on Oil & Gas performance.analyze_data
Open slide detailBeat · Solution
27
The slide presents multiple studies (MSCI, S&P, Morningstar, Blackrock) supporting the thesis that climate-aligned/ESG-rated stocks outperform.analyze_data
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28
The slide presents two charts: one showing performance by risk category and another showing multivariate regression results for LCT scores.analyze_data
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29
Includes a specific case study on the energy sector performance during the 2022 Ukraine war.analyze_data
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30
The slide discusses the economic distinction between 'risk' and 'uncertainty' in the context of climate change, referencing Frank H. Knight's 1921 work.analyze_data
Open slide detailBeat · Solution
31
The slide references MSCI research on climate transition risks.analyze_data
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32
Includes two line charts for public market performance and one line chart for private market deal volume.analyze_data
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The chart title contains a typo ('Isreal' instead of 'Israel').analyze_data
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The slide contains multiple charts: a bar chart showing IRR performance over three time periods, and two line charts comparing VC and PE revenue multiples for canalyze_data
Open slide detailBeat · Solution
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transition
Open slide detailBeat · Solution
36
The chart uses bubble size to represent climate allocations and positions them on a 2x2-style matrix of Risk/Return vs. Stage of target companies.present_framework
Open slide detailBeat · Solution
37
The slide is a text-heavy page from a report, likely part of a larger section on investment strategies for climate tech.establish_context
Open slide detailBeat · Solution
38
The slide discusses the Innovator's Dilemma and provides context for climate tech funding.establish_context
Open slide detailBeat · Solution
39
The chart shows a dip in funding at Series B compared to Series A and Growth, illustrating a 'valley of death' for capital-intensive climate startups.frame_problem
Open slide detailBeat · Solution
40
The chart displays capital in $B. The text discusses the need for dedicated climate tech funds and the EU's response to the scale-up gap.analyze_data
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41
Includes data on exit volumes (M&A, SPAC, IPO) and qualitative overview of PE/Infrastructure asset class roles.analyze_data
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42
Includes a quote from Erik Seebusch (Mercer) and a profile of public equities in Europe.analyze_data
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43
The slide contrasts ESG fund performance and flow resilience against conventional funds, while also discussing return outlooks and the role of climate science ianalyze_data
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44
Page 43 of a larger document; contains two main sections (a and b) discussing investment target areas and technology pathways.establish_context
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45
The slide discusses the importance of balancing climate dimensions and avoiding short-sighted investments, citing IPCC and European Commission data.present_framework
46
The slide outlines a two-layer assessment framework: bottom-up unit impact and top-down market potential.present_framework
47
The chart illustrates NGFS scenarios for carbon price development from 2020 to 2050.analyze_data
48
The slide combines a quantitative bar chart with two qualitative sections (e and f) discussing investment methodology.analyze_data
49
The slide uses a comparison of two stacked bar charts to illustrate the misallocation of capital relative to emissions impact.analyze_data
Open slide detailLoop · Jobs To Be Done
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The slide is text-heavy, functioning as a detailed case study report page.illustrate_case
Open slide detailLoop · Jobs To Be Done
51
The slide also contains a secondary section at the bottom regarding 'Investing in Industry - Cylib Case Study'.illustrate_case
Open slide detailLoop · Jobs To Be Done
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The slide is structured as a two-column text layout providing a deep dive into recycling solutions and associated bottlenecks.summarize
Open slide detailLoop · Jobs To Be Done
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The slide serves as a practical example of a climate-positive investment opportunity.illustrate_case
Open slide detailLoop · Jobs To Be Done
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transition
58
This is page 57 of a deck, containing a continuation of a source list.cite_precedent
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Page number 58cite_precedent
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Page 61 of the deck, containing references 165 through 195.cite_precedent
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cite_precedent
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transition