Project Finance
topic on 4 shows · 12 statements across 10 episodes
No Priors 
Catalyst 
the Green Blueprint 
Top Founders
12 statements about Project Finance, every show
Tiwari: Physical AI will require debt and project finance to scale
“And so I think the natural kind of extension of what we see is kind of what happened in the compute markets where you really needed flexible capital, where it wasn't just equity, it was debt and, you know, a variety of project finance to really scale capex. Yo…”
Captura's first plant may blend project finance, equity, and partnerships
“It may end up being a combination of project finance and equity type finance, maybe a partnership.”
Garabedian: Large-scale green hydrogen is not bankable today
“Large scale green hydrogen is not bankable today.”
O'Donnell: Small Projects Are Extremely Difficult to Finance as Infrastructure
“Small projects, unless they're part of a big project portfolio, are very difficult to finance this infrastructure.”
Dave: Hypothesized project finance for FOAK systems did not exist in 2022
“What I learned was that the project finance that I had hypothesized was out there for first of a kind systems was not.”
Small-scale clean energy financing is highly underserved by traditional capital.
“But from there, I know from very sort of personal experience, how difficult it is to raise capital. For these small size asset financing. I mean, this is a very challenging area. So meaning that the, it's an underserved market. And because if you look at sort …”
Zou: Climate tech success is graduating to project finance, not mega-rounds
“Specific to climate tech, it might not make sense to define success as an absolute dollar in venture investment, because at the end of the day, when we think about all this hardware and, you know, hard tech that needs to develop into projects, you want these c…”
Yeh: Hardware startups must hire dedicated in-house project finance talent
“I think the second thing is that you need to actually get project finance and project development DNA into your firm. Like, I think that old analogy that people talk about, you know, venture capital, it's like, what are the top three things you pick in a, for …”
Yeh: 30x to 100x lab-to-utility scale-ups are rarely project bankable
“So they're trying to scale 30 X, a hundred X. That is very hard to be seen as bankable in the project finance and infrastructure markets.”
Yeh: Founders must code-switch between VC disruption and project finance bankability
“One of the things that I'd like to add is an important part of the checklist for being Making your projects folk bankable is that a lot of these CFOs and CEOs of these new climate tech startups have to learn the language of infrastructure and product, project …”
Ramanathan: Traditional project finance models cannot scale to triple renewables
“And it strikes me that we're not going to triple, you know, the renewed installed renewables using this model. I think we need something radically different, and it's exciting to think about what that might look like.”
Bowe: EV charger project finance requires guaranteed utilization or fleet partnerships
“The holy grail is to have either guaranteed utilization, so you could have a counterparty who's willing to guarantee a certain amount of utilization, and if they don't hit it, that they'd be willing to make up the difference, or a partner who you can get comfo…”