Extantia

🌍 By 2040, bioenergy has the potential to become the most cost-competitive source of flexible carbon-neutral power. ⚡ To optimise the energy trilemma, bioenergies will need to enhance competitiveness. This will require relentless innovation to reduce costs and ensure an efficient energy transition that balances affordability and sustainability. 💡 As the urgency for decarbonisation grows and carbon dioxide prices rise, fossil energy sources will become increasingly expensive, highlighting the critical need for affordable, renewable alternatives. Want to know more? Dive into Rentenbank and Extantia's bioenergy report to learn more about the future of bioenergy and its potential to transform the energy landscape 👉 https://lnkd.in/dxVAtYvn #EnergyTransition #VentureCapital #ClimateTech Sebastian Heitmann Jan Olsson Torben Schreiter Fernanda Bartels Nikola Steinbock Max Brandes Anne Huning Lisa Schmitt

Your Ultimate Climate Deep Dive with Yair Reem — Unpacking FOAK Technologies, Navigating Brand Building in VC, Mastering Cap Table Management, and Increasing VC Risk-Taking 💥 With maximum passion and authenticity. Yair, General Partner at Extantia, joins Climate Insiders 🎙 to discuss the FOAK's role in driving climate innovation, the importance of offtake agreements, and the transformative power of storytelling in this competitive landscape. This episode is for anyone looking to elevate their Climate Tech game and enter the mind of one of Europe's top climate experts. Check out the full episode below in the comments! 👇 #WhatTheFOAK #TechTalesWithYair #FOAKFunFacts

🌍 Is the climate tech funding gap a myth? 💡 Freya Pratty's latest article on the topic features Yair Reem take on it. He challenges the notion that the primary issue in climate tech funding is a lack of capital. Instead, he believes the more significant problem lies in the quality and market readiness of the companies seeking investment. 📈 He highlights that we've seen successful startups secure funding by demonstrating product-market fit through #offtake agreements, which signal industry demand. While there is a need for more investors, well-performing companies still manage to bridge the funding gap. Read the full article here 👉 https://bit.ly/4eX8zq1 and let us know your take in the comments below. cc Sifted Tove Larsson Charles Lesser #ClimateTech #ClimateAction

People don’t pay for green. Full stop. We see many #climatetech startups marketing their products in this order: 1️⃣ Sustainability - the products are green and have low carbon intensity. 2️⃣ Resilient supply chain - the sourcing of the product is done in a more resilient and reliable way. 3️⃣ Performance - the product is (or nearly is) a drop-in solution. 4️⃣ Price - there is currently a “green premium,” but it will decrease as we scale. Yet, time and again, these companies, especially those selling commodities, experience pushback from an industry unwilling to buy these goods and narratives. The reason is that the industry has the exact opposite set of priorities: 1️⃣ Price - in a high-interest environment where margins are eroded and many businesses face fierce competition (e.g., from China), price parity is the top priority. Even a few cents per kW/h or gallon can make a difference. I recently learned of a battery startup whose raw materials alone cost more than the fully assembled battery of a Chinese competitor. No one will pay that premium. 2️⃣ Performance - many new solutions promise technical performance improvements, but most are not packaged to qualify for all customer requirements and have little evidence to prove long-term benefits. In mega projects, durability is almost always more important than unproven superior performance. Sunfire is flourishing because of their Alkaline cells, not their SoX full cells. 3️⃣ Resilience - following the pandemic and the scarcity of raw materials, this is indeed a growing concern for both industry and governments. 4️⃣ Sustainability - if a product can address all the above topics and also be green, the industry will be happy to adopt it. What does this mean? Startups need to take a market-centric rather than a tech-centric approach. They should develop their go-to-market strategy from day 1 to prioritise customers whose needs align most with their story, and design their entire product and value proposition around those customers requirements. For example, a raw material startup shouldn’t target the battery industry where price and quality are crucial. Instead, they might find success selling to the cement industry, where quality is less critical, and there’s a whole new value proposition around cirularity and sustainability. #venturecapital #fundraising #productmarketfit

🚀 Last call to sign up for Scale-up Day for Green Chemistry Startups! 🌍 The event will feature a “reverse pitching” session where manufacturers, suppliers, and experts will showcase varied possibilities to scale up your chemical reactions from lab to production scale. 💡 Join us for interactive workshops to network and discuss your business case in detail. Gain valuable insights into supply chain security, digitalization, pricing trends, and biotechnology. We'll wrap up the day with a regional outlook and more networking opportunities. Don't miss this opportunity, register today 👉 https://lnkd.in/eJaM2P59 Science & Startups | Fraunhofer-Gesellschaft | Max Planck Institute for Chemical Energy Conversion | UniSysCat - Cluster of Excellence | DUDE CHEM | KOALA Startup Network | Leistungszentrum Chemie- und Biosystemtechnik | chemstars.nrw

✨What happens when you mix the audacity of pioneers with the charm of Mallorca? You get DREAM by Extantia – an event that brought together our portfolio CEOs in an exclusive setting in Mallorca. Our recent gathering was filled with inspiring conversations and bonding experiences! 🌎 The goal of DREAM was to offer a platform for our CEOs to connect, share, learn from each other, and grow. From heart-pumping outdoor activities to enlightening peer-to-peer "a-ha" moments, the energy was truly inspiring. We covered key topics like hiring and retaining talent, leadership, stakeholder management, and scaling. We hope our CEOs left the summit with practical advice and new skills to elevate their companies to the next level. 🙏 Thanks to the founders and CEOs who joined us and made DREAM an event to remember – Chris Tolles Gary Urb, PhD Stephan Herrmann Felix Fischer Amir Shiner Timur SİRMAN Maximilian Fries Doron Tamir Rotem Arad Florent Héroguel Llŷr Anwyl and Dainis Kruze. 🚀 A special shout-out to our guest speakers Lubomila Jordanova, Dr. med. Eckart von Hirschhausen, Andreas M. Rickert, Leonidas Kikis. We're thankful for the time you shared with us! We can't wait to continue this journey together and see the impact of the connections sparked in Mallorca!

🌎 Can bioenergies get us through the energy transition? 📊 Our new report, "Harvesting the Full Potential of Bioenergy," created in collaboration with Landwirtschaftliche Rentenbank finds the incredible potential of bioenergy as a cost-competitive, carbon-neutral power source by 2040. By leveraging existing infrastructure and utilising waste, bioenergies can streamline the energy transition, offering significant savings both financially and environmentally. 💡 The study reveals that advancements in biogas and biomethane technologies can drastically enhance energy generation efficiency from existing and new waste streams. This innovation could result in needing 70,000 fewer windmills, increasing supply security and reducing overall transition costs. 🚀 As Germany aims for climate neutrality by 2045, bioenergy’s flexibility in balancing fluctuations in solar and wind energy becomes even more crucial. This report is a call to action for policy-makers, investors, and industry leaders to prioritise the development and deployment of bioenergy technologies. Read the full report here 👉 https://lnkd.in/dw3J56YQ #Bioenergy #ClimateAction #ClimateTech Cc Sebastian Heitmann Jan Olsson Torben Schreiter Fernanda Bartels Nikola Steinbock Max Brandes Anne Huning Lisa Schmitt

🌎 We’re cohosting a Ripple at The Drop with HV Capital on “FOAK and CapEx Financing: Securing demand to secure funding” – RSVP to secure your seat! Yair (Extantia) and Maxi (HV Capital) will explore the commercial aspects of FOAK and CaPex financing, focusing on securing demand through multi-year, take-or-pay-off-take agreements for non-dilutive funding. They'll delve into different types of commercial agreements, what features make off-take agreements more “bankable”, and more!   💡 Why is this important? Building in climate typically involves large-scale infrastructure, which is challenging to finance early on and often relies on grants. Off-take agreements are crucial for unlocking non-dilutive financing by providing guaranteed cash flows and reducing investment risk. Curious to learn more? RSVP here 👉 https://lu.ma/foakcapex The Drop is Europe's leading climate tech festival, bringing together over one thousand curated attendees from all over the world to discuss solutions to the world's most pressing challenges. See you in Malmö later this year! Cc: Sebastian Heitmann, Sarah B. Söding, Fernanda Bartels, Jan Miczaika, Marie Bos, Jannis Fett, Kasey-Leigh Davies

🚀 Big news from our portfolio company RepAir Carbon Capture! 🌎 They just announced a groundbreaking Direct Air Capture (#DAC) and Storage partnership with #EnEarth, the Carbon Storage & Environmental Services subsidiary of Energean. 💡 The project will begin operations in early 2026, storing the first kiloton of carbon dioxide removed. When fully developed by 2028, EnEarth’s injection capacity in Prinos will be able to service up to 3 million tons of CO2 a year. 💪 Congratulations Amir, Jean-Philippe, Debra Emanuel and the entire RepAir team! cc. Yair Eshel Fernanda

Are you heading to HackSummit? You don’t want to miss this session. Freya Pratty and I are going to chat about the “Series B Funding Gap,” and I can promise you it’s going to be controversial, insightful, and thought-provoking. When: Day 1, June 13, 1:10 pm Where: Insights stage Looking forward to meeting y’all and having lively discussions! #venturecapital #climatetech #fundraising