Disclosure certainty 4/5 debate potential 1/5

Pangaea Ventures partners with large industrial and chemical corporate LPs

Sarah Applebaum · Investing in Hard Tech for a Sustainable Future with Pangaea Ventures · Jul 7, 2025 · at 2:24

Sarah Applebaum, Partner at Pangaea Ventures, explains the corporate LP base supporting Pangaea's recent funds.

0:00 / 0:15exact quote · 15.2s
720p mp4 · rendered on demand · StarZero watermark
“We've been really fortunate over, you know, the last Decade and a half, especially with our three most recent funds to partner with world-class leading strategic corporate investors, so large industrial and chemical companies as LPs in our funds”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Sarah Applebaum

Prediction Not checkable as stated
Developing nations may leapfrog traditional fossil fuels directly to clean energy
“On the other hand, I think we're gonna see parts of the world take a different, you know, technology development roadmap than we did in North America and the U.S., where there's, You know, advancements that leapfrog that. If you go to India and you're driving …”
Sarah Applebaum Jul 7, 2025 ▶ 14:21 Investing in Hard Tech for a Sustainable Future with Pangaea Ventures
Disclosure
Pangaea spends up to 80% of diligence time evaluating management teams
“We spend 75, 80%, maybe more of our due diligence time and effort in really building relationships with and getting to know the management teams.”
Sarah Applebaum Jul 7, 2025 ▶ 5:20 Investing in Hard Tech for a Sustainable Future with Pangaea Ventures
Opinion
Japan leads globally in batteries, semiconductors, and hard tech innovation
“Japan is such a wealth of Hard tech innovation really is a world leader when it comes to innovation in areas that, you know, we seem to care a lot about, like batteries and energy storage, semiconductor manufacturing, life sciences and healthcare.”
Sarah Applebaum Jul 7, 2025 ▶ 9:07 Investing in Hard Tech for a Sustainable Future with Pangaea Ventures
Insight
Long-horizon hard tech requires either lower entry valuations or multi-year monitoring
“If we think there's. Potential for technology to be truly game changing, but there's a long commercialization road ahead of it, even if there is sort of one partner at the table that might be reflected in, you know, our expectations around valuation on entry o…”
Sarah Applebaum Jul 7, 2025 ▶ 17:24 Investing in Hard Tech for a Sustainable Future with Pangaea Ventures
Opinion
Sustainable critical metal recovery technologies will fuel the energy transition
“Critical metals and minerals and technologies that both can recover metals from waste streams, whether it's mine tailings or electronic waste or other secondary sources. But also recover metals in a more environmentally friendly and responsible way. This is re…”
Sarah Applebaum Jul 7, 2025 ▶ 20:15 Investing in Hard Tech for a Sustainable Future with Pangaea Ventures
Disclosure
Pangaea primarily invests at Series A post-R&D commercialization
“We are investing at Pangaea primarily in the Series A but really what we're looking for is companies that have transitioned from primarily Research and development or scientific discovery into commercial deployment.”
Sarah Applebaum Jul 7, 2025 ▶ 3:30 Investing in Hard Tech for a Sustainable Future with Pangaea Ventures
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 100 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.