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1、rPitchBookPitchBook Data, Inc.John Gabbert Founder. CEONizar Tartiunl Vice President, Institutional Research and EditorialDaniel Cookz CFA Head of Quantitative ResearchInstitutional Research GroupAnalysis Anikka VillegasAnalyst. Fund Strategies & Sustainable Investinganikka. 5llegasInsights develope
2、d in collaboration with John MacDonaghl Senior Analyst Emerging Technologyat PitchBook Data.DataAlyssa WilliamsSenior Data AnalystpbinstitutionalrcsearchPublishingDesigned by Caroline SuttiePublished on December 11.2023ContentsKey takeawaysIIntroduction2Financial return potential3Environmental and s
3、ocial Impact7potentialEmergingSustainableInvestingOpportunities:CarbonUtilizationHowcarbonutilizationcancreateadoublebottomlineoffinancialreturnsandpositivesocialandenvironmentalImpactPitchBookisaMorningstarcompanyprovidingthemostcomprehensive,mostaccurate,andhard-to-finddataforprofessionalsdoingbus
4、inessintheprivatemarkets.KeytakeawaysAsusageofcarboncapturetechnologiescontinuestorise,thequestionofwhattodowithcapturedcarbonhasgrownmoreurgent,andcarbonutilizationispartoftheanswer.Thefinancialreturnpotentialofthisopportunityisdictatedinlargepartbycarboncapturesproliferation,governmentfundingandre
5、gulatorysupport,challengesfacedbyitsmainalternative,andcorporatesustainabilitycommitments.CarbonutilizationhasthepotentialtocreatepositiveenvironmentalImpactsbyenablingamoresustainablelifecycleforcapturedcarbon,providinglower-carbonsubstitutesfortraditionalproducts,andreducingrelianceonanalternative
6、thatpresentsenvironmentalrisksinadditiontosocialones,creatingaminorsocialImpactpotentialaswell.IntroductionVenturecapital,oftenservingastheincubatorofemergingtechnologies,iswellpositionedtoinvestwithpositivesocialandenvironmentalImpactgoalsinmind.VCscandrawontheirexpertiseandresourcestofosterthebusi
7、nessesthathavethegreatestpotentialforbothImpactandreturns,especiallywhenkeepinganeyetowardcompaniesforwhichsuccessnecessarilymarriesthetwo.ThisfacthasnotgoneunnoticedbyVCs1whichrepresent42.7%ofthetotalcountofImpactfundsraisedsince2007/Yet,thelandscapeofprospectiveopportunitiesisexpansiveandrapidlyev
8、olving,makingitdifficulttokeeptrackofwhichoneshavethegreatestfinancialandImpactreturnpotential.Emergingopportunitiesoftengobeyondtheinvestmentareastraditionallyassociatedwithsustainability,suchassolarenergyorelectricvehicles,encompassingahostoflesser-knowntechnologies.Evenwithinthefamiliarthemes,the
9、rearenicheinvestmentopportunitiesdeveloping.Inthisanalystnoteseries,wesurfaceopportunitiesacrossemergingtechnologyverticalssuchasagtech,mobilitytech,andcarbon&emissionstechthatWebelievearepoisedtoperformwellwithinthenextdecade,frombothfinancial-returnandImpact-returnperspectives.Indoingso,Wehopetohe
10、lpguideVCspursuingthe“doublebottomlinethroughthecomplexlandscapetothemostfruitfulopportunities.Foreachanalystnoteintheseries,insightsaredevelopedincollaborationwithaPitchBookEmergingTechnologyAnalystcoveringtherelevantvertical,usingtheirsubjectmatterexpertiseandpreviousresearch,aswellassomeexternalr
11、esources,toinformourperspectiveonthespace.Wediscusstheopportunitysmajordriversofreturnpotentialaswellastheinvestmentrisksandobstaclesitfaces.WealsoexploreitssocialandenvironmentalImpactpotential,howtheopportunityfitsintovariousIRIS+Impactthemes, For more Impact fundraising data, read our Q4 2022 Pit
12、ChBoOk AnM Note: knoact rwestinq UPdate The Impact Reporting and Investing Standards (1RJS+) frameworkz created by the Global Impact Investing Netwofk(GllN), Is an industryng etodoogy aling investors in sorting impact investments by the different types of Impact they are targeting. You can Ieam more
13、 abt the IRIS*Cdtegonesz what they mcludef and What they do not in RIS+ ThemauC TaxonomyGlobal Impact【nvesongandpotentialmetricstohelpquantifythoseImpacts.Ultimately,theaimofthisresearchistogiveVCsandtheirLPsabetterunderstandingofhowtheopportunitiesaligntotheirreturnandsustainabilitygoalsandprovidec
14、ompaniesoperatinginthesespacesasenseofhowtooptimizeandcommunicatetheirsocialandenvironmentalImpact.Thisanalystnotefocusesoncarbonutilization,whichencompassesawiderangeofdevelopingapproachestomakinguseofcapturedcarbondioxide(CO2)andisthemainalternativetocarbonsequestration.Historically,CO2waslargelyu
15、sedinureaproductionandenhancedoilrecovery,thelatterofwhichinvolvedpumpingCO?intooilfieldstoincreasetheextractionofoilandextendthelifetimeoftheoilfields. For more dete on carbon Utiization approaches, read our Ol 2023 PitChBoOk Anaz巾 Note:However,theendproductsofup-and-comingcarbon-utilizationcompani
16、esfitintothreemajorcategories:industrialchemicals,fuels,andconstructionmaterials.WithdecarbonizationnowamajorinvestmentthemeinbothPEandVC,carboncapturecapacityisgrowing,andthequestionofwhattodowithcarbononceithasbeentrappedismorepressing.Since2013,46VC-backedcompanieshaveenteredthecarbon-utilizationspacewith$1.1billionininvestment.CarbonutilizationVCdealacti
