Our team is proud to unveil Sightline Climate, our new market intelligence platform for the new climate economy. Built on the foundation of this newsletter, Sightline Climate’s subscription intelligence product goes beyond the inbox with data, tools, and frameworks to bring clarity to industry professionals navigating climate transition decisions. More than 20 leading investors, corporates, and governments already use the platform including the US Department of Energy, BHP, and Galvanize Climate.
(And don’t worry—the free CTVC newsletter isn’t going anywhere…well, except to get better and better 😉).
In May, we announced our $2M fundraise from John Doerr, Tom Steyer, and AccelR8 “to expand CTVC beyond the newsletter into a market intelligence platform for the new climate economy.” Sightline Climate’s subscription intelligence product is our answer.
Sightline Climate builds upon the foundation of what CTVC does best - bring clarity to the climate tech landscape. Sightline’s data on all layers of the climate capital stack powers deeper analysis like our reports on LDES, steel, and fuels. On the Sightline Climate platform, we go a step further with dynamic frameworks that evolve alongside the market to give users an unbiased view on climate tech deployment.
After a year of behind-the-scenes product development at our new global HQ in London, we’re excited to announce the launch of Sightline Climate - a climate-first market intelligence platform that provides tactical insights and data to bring clarity to the climate transition.
As climate and the capital stack extends beyond VC, so does our brand. When we started CTVC (or “Climate Tech VC”) back in 2020, there were only ~50 venture investors specifically allocating capital to climate. Now the same Climate Capital Stack list has sophisticated to over 350+ investors and counting, deploying project finance, debt, and strategic funding complements to VC that are fundamental to deploying climate tech at-scale.
Alongside this capital stack shift, private and public sector sentiment towards climate tech is rapidly evolving from commitments to deployment. On paper, it’s easy to build forecasts decades into the future, where the deployment of climate solutions is up and to the right, and climate technologies like hydrogen, carbon capture, green steel, and battery recycling are ubiquitous.
In practice, it’s much harder to build a strategy for the now. Investors, corporates, and governments play key roles building and financing the new climate economy, but they want to be sure they’re making the right decisions for the climate and their stakeholders. They need to have a clear sightline into which new climate sectors and technologies hold real potential and when the inflection points will happen, as they have for solar and wind.
From there came the name Sightline Climate, which encompasses our mission to bring clarity to the climate transition. To lay it all out:
To build a “Sightline” for the new climate economy, we brought on a small group of clients as Launch Partners - investors, utilities, industrials, and banks - who would get first access while providing unvarnished feedback on how the product could solve their pain points.
Across the board, everyone faced the same set of challenges:
Our mission is to enable the climate transition through better data, insights, and common frameworks. Investors, companies, and governments need to know how climate tech markets work (and how to think about them), and spot inflection by tracking climate tech funding and deployment.
To help users chart their path through these critical questions, we designed the Sector Compass, a standardized framework for each key climate tech sector ranging from hydrogen to carbon markets (we’ve got a whole library of ‘em). Think of these not as static reports, but a constantly updating and dynamic-version of our sector deep dives, like the ones on LDES, Steel, and Fuels, giving you deeper tools and insights so you can be the sector expert.
Each Sector Compass includes the same components, so when you go into one, you know exactly what you’ll find and can trust the information is up-to-date. Dip in, get your data, chart, or insight, and move on with your day.
Sightline users are already finding it useful:
‘Sightline's sector compasses are the first place I look when researching any new topic. Their well-researched, thoughtful perspectives are an invaluable contribution to the ever-evolving climate tech landscape.’
‘Sightline has the deepest and most to-the-point market insights in climate tech. The platform saves us hundreds of hours per year.’
Drumroll… the platform is live! We’re already working with a growing list of clients, from energy and industrial corporates, climate investors, major financial institutions, to governments - including the US Department of Energy, BHP, B Capital Group, Galvanize Climate, Global Infrastructure Partners, and Acario Tokyo Gas.
To learn how hundreds of investors, corporate strategists, and government officials use Sightline Climate everyday for tactical and strategic decisions, we’d love to hear from you!