Insights & Perspectives
Perspectives on impact investing, sustainable tech, and long-term conviction capital.
Most impact funds confuse values with strategy. Sophia Andersen breaks down the five load-bearing elements that separate a real impact thesis from a marketing statement.
Marcus Reid unpacks the return math behind venture capital and explains exactly what it takes for a mission-driven startup to clear the VC bar — and why impact can be an advantage, not a liability.
In a market driven by noise, the investors who compound the most are those who hold their thesis longer than the crowd is willing to.
Raising in today's environment demands more than a polished deck. Here's what sophisticated founders are doing differently this cycle.
Climate-aligned technology is no longer a niche trade — it's becoming the default infrastructure of the next economy.
ESG scores were a useful starting point. Real impact capital demands a more honest accounting of outcomes, not inputs.
Capital is a commodity. What separates the best investors is the network, judgment, and trust they bring to the table after the wire clears.
Misaligned expectations between founders and backers are one of the most preventable causes of startup failure. Here's how to set the relationship up for success.
When there's no revenue and limited data, diligence becomes an art. We share the signals we weight most heavily at the pre-seed and seed stages.
Short-termism destroys value. We explain why Plakario structures its capital commitments around multi-decade compounding and what that means for the founders we back.