Topics
Sector Analysis
16 pieces on sector analysis, across diagnostic patterns, climate tech, investor guidance, and earth observation.
Pilot Purgatory
Your climate tech company has completed fourteen pilots and closed zero commercial contracts. The technology works in every pilot. The organisation was never built to convert pilots into revenue.
Climate TechBuilt Environment & Retrofit
Building decarbonization is a sector caught between regulation-driven demand and the brutal reality of fragmented delivery.
Climate TechCarbon Capture & Removal
Carbon removal companies are trying to operate as a research lab, a hardware manufacturer, and a project developer inside one building. Three cadences, three definitions of 'done', one founder sitting on top of the collision.
Climate TechClean Energy Development
Clean energy companies grow project by project, and that growth pattern creates an organizational identity that's very difficult to escape.
Climate TechClimate Adaptation
Climate adaptation is a sector where the technology works and the market doesn't. The science is solid. The products are real. The commercial infrastructure doesn't exist yet.
Climate TechClimate Data & Analytics
Climate data companies sit on an uncomfortable paradox: the data pipeline IS the product, but the organization treats it as an engineering problem rather than a product management problem.
Climate TechClimate Insurance & Parametric Risk
Climate insurance companies are building products at the intersection of earth observation data and actuarial science. The organisational collision between those two cultures is where most of them stall.
Climate TechDeforestation & Supply Chain Compliance
The EU Deforestation Regulation created a compliance market overnight. The companies racing to serve it are building for a deadline, and deadline-driven organisations break in specific ways.
Climate TechEnergy Markets & Grid Tech
Energy markets are being structurally transformed, and the companies building for this transformation are being whipsawed by the very forces they're trying to serve.
Climate TechMobility & Transport
Mobility companies are infrastructure-dependent in a way that most technology sectors aren't, and that dependency reshapes the organization in ways the founding team rarely anticipates.
Climate TechNatural Capital & Biodiversity Monitoring
The science of measuring biodiversity from space is advancing faster than the market's ability to buy it. The organisational challenge isn't the technology. It's that the same data serves buyers with incompatible needs.
Climate TechSustainable Agriculture & AgTech
AgTech's bottleneck isn't technology. It's trust.
For InvestorsClimate Tech Operating Models
Climate tech is not SaaS. The operating model assumptions from software investing don't transfer to companies with hardware, regulatory dependencies, and project-based revenue.
For InvestorsThe Organizational Failure Modes That Kill Climate Tech Companies
Climate tech carries organizational complexity that SaaS frameworks can't see. The failure modes are structural, predictable, and invisible to standard due diligence.
For InvestorsWhere Capital Should Flow Based on Physical Science, Not Market Narrative
Market narrative and physical science disagree on where climate capital is needed. The data points to sectors where small capital has outsized impact.
Earth ObservationDefense & Dual-Use
Climate tech companies don't pivot to defense because defense is more attractive. They pivot because the climate market hasn't been built.