Our Thesis

The disruptive technologies of today will become the incumbent technologies of tomorrow.

The green transition requires deep innovation across all sectors. 

We target the areas of Climate Tech that are in their infancy but are tackling problems in large, ‘hard-to-abate’ industries.

If Climate Tech 1.0 gave us cheap wind, solar and now batteries, Climate Tech 2.0 is what happens next as every sector of the global economy reduces its environmental impact. At TSP, we focus on Climate Tech 2.0.  

These frontier technologies are in huge markets with the potential to have a profoundly positive impact on the world. 

The disruptive technologies of today will become the incumbent technologies of tomorrow. As impact scales, so do the returns.

Scaling new, clean energy sources

Developing long duration energy storage to support the roll-out of intermittent renewables

Upgrading the grid to be able to cope with intermittency and replace base load energy with greener alternatives like nuclear, deep geothermal and tidal

Finding cleaner, greener ways to mine, manufacture and recycle the critical materials needed for the green transition

Developing new advanced materials  

Decarbonising heavily emitting but hard-to-abate industries like steel, cement and chemicals

Capturing, utilizing and storing CO2 from emission sources and straight out of the atmosphere

Developing carbon neutral fuels  

Producing more freshwater and treating wastewater

Growing more food on less land with less fertiliser

Utilising waste for energy and other key materials  

Developing rapidly deployable mitigation and adaptation technologies that shield vulnerable populations from the worst effects of climate change

Including insurance products to mitigate climate risk and enable the green transition   

The most transformative technologies with the greatest potential impact are either still in the lab or haven’t been invented yet. This is why our mission is to back early-stage ventures.

We typically invest from TRL (Technology Readiness Level) 4 to 7.

We are pragmatists. We need to believe the new technologies we back have the potential to compete against the incumbent on price and performance, as well as being greener.