Climate change is the biggest challenge of our time. We need bold ideas that can transform the way we produce and consume energy, food, materials, and everything else. We need visionary entrepreneurs who can create and scale solutions that can capture carbon, produce clean hydrogen, invent green chemistry, and extract lithium from geothermal brine. And we need investors who can support these innovators and help them overcome the barriers and risks that often prevent climate tech from reaching the market.

According to the UN Standing Committee on Finance’s first Needs Determination Report in 2021, nearly $6 trillion is required to implement developing countries’ climate action plans by 2030. Notably, this figure doesn’t fully account for the costs of adapting to the inevitable impacts of climate change across the world. We can’t turn the climate crisis around without paradigm-shifting innovation, technology and financing.

CapShift has been fortunate enough to collaborate with the Grantham Foundation for the Protection of the Environment and Renaissance Charitable Foundation to support some truly unique climate opportunities. This portfolio invests in highly innovative, neglected opportunities that but for support from catalytic investors would fail to reach their ambitious climate goals. These climate tech companies have the potential to provide gigaton-scale impact in areas like carbon capture, hydrogen, green chemistry, or lithium extraction that would be unlikely to raise sufficient capital in the current funding landscape. Some examples with massive climate potential include:¹

• A geologic hydrogen company working to support the production of natural hydrogen, which has the theoretical potential to produce around 150,000 Gt H2 – 30,000 times the equivalent of global primary energy consumption
• A company reducing the cost of measuring the nutrition quality of food by 1000x to support more regenerative agriculture processes
• Two companies developing promising solutions to reduce enteric missions from cattle, which are responsible for 10% of anthropogenic GHG emissions to date

So far, the partnership has invested in more than fifteen catalytic climate tech companies across regions and themes, helping to support incredible projects with world-changing potential.

Impact by the numbers:

Climate is the number one area CapShift clients are looking to support. In 2023 investments made by CapShift clients have:²

• Mitigated 74 million metric tons of greenhouse gasses, enough energy to power more than 9,650,000 homes for one year³
• Conserved 3 billion liters of water, equivalent to the annual water use of more than 26,400 Americans⁴
• Planted 127 million hectares of trees – an area more than ten times the size of Ohio⁵
• 1.5 million hectares of land under sustainable cultivation – an area larger than the state of Connecticut⁶
• Transitioned 36,500 hectares of land to sustainable or regenerative farming – an area the size of more than 105 Central Parks⁷

Find out more about CapShift’s climate work.

¹Information self-reported by select investment recipients.
²Information self-reported by select investment and recoverable grant recipients as of the fiscal year ending either June 30, 2023 or December 31, 2023. Equivalencies calculated by CapShift.
³Equivalency: https://www.epa.gov/energy/greenhouse-gas-equivalencies-calculator#results
⁴Equivalency: https://www.epa.gov/watersense/statistics-and-facts
⁵Equivalency: https://www.census.gov/geographies/reference-files/2010/geo/state-area.html
⁶Equivalency: https://www.census.gov/geographies/reference-files/2010/geo/state-area.html
⁷Equivalency: https://www.nationalgeographic.com/travel/article/everything-to-know-about-central-park

Disclosures