Research

Discover our catalytic capital and climate finance research, case studies, white papers, and reports.

Charting the FOAK Gap in a Shifting Landscape
Report, Research Abigail Ahoude Report, Research Abigail Ahoude

Charting the FOAK Gap in a Shifting Landscape

Climate tech companies face a well-documented, persistent financing gap as they scale from technical demonstration to commercial scale. While the exact size of this gap is difficult to quantify, several analyses point toward global FOAK financing needs north of $125B. This funding gap consists of distinct FOAK and demonstration projects that will cost tens to hundreds of millions of dollars each. The report revisits the FOAK gap, including key literature to date — both our own and that of other thought leaders — and assesses proprietary data on project-level capital requirements. Despite headwinds, the climate ecosystem has the tools to fill the climate commercialization gap: catalytic philanthropic and government capital, in particular, can ensure critical climate solutions advance.

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Catalyzing Development of First-of-a-Kind Climate Projects
Report, Research Esme Park Report, Research Esme Park

Catalyzing Development of First-of-a-Kind Climate Projects

Prime Coalition's 2022 report highlighted the scaling issues climate startups face, especially in obtaining infrastructure finance. It pointed out the lack of capital to commercialize climate technologies, including development capital for pre-construction activities. In 2023, Trellis Climate examined this capital gap further, deploying philanthropic catalytic capital as a solution. This note summarizes the insights from Trellis' work.

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