VCo2 | The Climate Investing Podcast
VCo2 | The Climate Investing Podcast
USA vs Europe: Who Wins In Climate? - Matthew Blain (Voyager Ventures)
1
0:00
-40:32

USA vs Europe: Who Wins In Climate? - Matthew Blain (Voyager Ventures)

A transatlantic view on deeptech investing
1

Listen now on Apple, Spotify, and YouTube.

***

Thank you to BioEsol for sponsoring this episode. 💚

BioEsol is an AI-powered energy company bringing Energy-as-a-Service (EaaS) to industrial and SME clients, enabling energy autonomy, cost savings, and sustainability - with no upfront investment. In April, the company will open its Series A round to accelerate its expansion in France & Europe.

***

This week, we’re joined by Matthew Blain, Principal at Voyager Ventures, a climate fund investing across Europe and the US. In this conversation, we break down the key differences between Europe and America.

We discuss:

  • Why Europe’s software climate startups are outperforming

  • The deeptech-commercialization gap and how to fix it

  • What the US loan program office got right (and why it matters)

  • Lessons from academia, accelerators, and growth capital

  • The cultural differences in ambition between European and US VCs

  • How founders and funds can think globally from day one

  • … and more!

***

⌛TIMESTAMPS

  • 00:00 Introduction to the episode

  • 01:46 Europe has great research universities

  • 02:58 Comparing Investment Ecosystems: Europe vs. US

  • 05:57 The European Advantage

  • 08:40 The Role of Accelerators and Government Support

  • 10:50 Grant Financing: The US advantage

  • 11:28 The Loan Program Office

  • 12:54 The problem with European Growth Fund

  • 16:21 How can investors drive change

  • 19:58 Ambition and Global Mindset in European Startups

  • 25:13 Europe vs America: who wins in climate tech?

  • 29:59 Collaboration Between US and European Investors

  • 33:51 VC to VC conversation

  • 35:54 Rapid Fire Insights

***

▶️ CONNECT WITH MATTHEW

***

📚 REFERENCES AND MENTIONS

  • Activate – US deeptech accelerator

  • Loan Program Office (US DOE) – Government debt vehicle

  • ARIA (UK) – Advanced Research & Innovation Agency

  • SPRIND (Germany) – Government agency backing breakthrough innovation

  • BPI France – State-backed French investment bank

  • Atomico’s State of European Tech – Annual report on EU startup activity

  • Book: Venture Deals – by Brad Feld & Jason Mendelson

***

🎙️PAST EPISODES YOU’LL LOVE

***

💚 LEAVE A REVIEW

Discussion about this episode

User's avatar