The market has yet to properly price the worsening environmental crisis, and federal funding remains tied to outdated industries like alternative fuels and CCS for oil and gas. Over the next 5-10 years, escalating climate challenges—rising greenhouse gases, extreme weather, lethal heat, sea level rise, and supply chain disruptions—will force both market and governmental responses. This includes new regulations, corporate liability, climate migration, and infrastructure overhauls.

Despite this inevitable shift, climate adaptation remains severely underfunded. Investors have overlooked high-impact sectors like heat-resistant materials, advanced water infrastructure, risk-data platforms, urban cooling innovations, and microgrid technology—all of which will become essential as adaptation moves from optional to mandatory.

Many of these solutions remain underfunded due to risk-averse capital, unproven business models, and regulatory uncertainty. However, first movers who recognize the necessity of adaptation will be well-positioned for outsized returns in a market that is about to be forced into existence. We invest in the founders building these solutions now—before the rest of the world catches up.