🔓Climate Edge: How I’m Investing in Deeptech Climate Solutions

Your Weekly Shortcut to Deeptech Investing — Trends, Startup Intel & Investor Playbooks for VCs & Angels in 5 Minutes or Less

Most investors are focused on climate SaaS. I’m investing in thermal batteries, bacteria-powered cement, and carbon-negative plastics. Here's a glimpse into the frontier that's quietly shaping trillion-dollar industries.

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Why Deeptech Climate Is the Sleeper Opportunity of 2025

While mainstream climate capital is going into dashboards and offsets, I’m watching the rise of deeptech solutions targeting industrial heat, materials, carbon conversion, and infrastructure.

These are technologies that:

• Cut emissions at the source (not just measure them)

• Scale with industry, not just startups

• Have actual revenue paths via grants, credits, and offtakes

I believe this is where the next climate unicorns will be built—and I’m tracking them now.

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3 Deeptech Climate Sectors I’m Watching

1. Carbon-to-Value

Startups turning CO₂ into materials and fuels that replace petrochemicals.
Think: concrete, jet fuel, polymers.

→ Startups include: CarbonBuilt, Twelve, Dimensional Energy

2. Engineered Carbon Removal

Hardware and mineral systems that lock carbon permanently—not offsets.
Think: direct air capture, mineralization, ocean alkalinity.

→ Startups include: Heirloom, CarbonCapture, Lithos

3. Thermal & Industrial Heat

Deeptech companies replacing fossil heat in factories and heavy industry.
Think: thermal batteries, solar heat, carbon-free kilns.

→ Startups include: Antora, Rondo Energy, Sublime Systems

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What You’ll Get When You Upgrade to Premium

Full Deeptech Climate Playbook:
✅ 20+ vetted startups I track personally
✅ Grant signals, pilot activity, and co-investor intel
✅ F.A.S.T. Impact™ framework to filter deeptech deals

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