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Climate Drift

$41B in May. Wall Street's largest clean energy IPO ever. A €2.2B carbon-neutral lithium close. And a $500M hedge fund bet on El Niño. The next AI infrastructure opportunity is unlocking what we already have Four weeks to a louder climate voice The Missing Unit $55B in April. America's $1B nuclear IPO. The largest reforestation fund ever closed. And a $5B green ammonia pledge in Egypt. Your voice is load-bearing infrastructure When thought leadership isn’t all about you Your visibility gap is costing the climate $22B in March. America's $450M nuclear bet on AI power. Europe's first iron fuel plant. And a gene-edited banana 75 years in the making just raised $105M. 100 Fun Facts About the Grid Ship Fast, Ship Right Off the Record - Episode #9 - AI Energy Race 💸 Follow the Money: February 2026 The Methane Gap The $49 Billion Chocolate Fix What is powering AI? Off the Record: Climate Edition – How to Actually Raise Your Next Round 💸 Follow the Money: January 2026 Off the Record: Climate Edition – Solar Punk in Africa What if seaweed could build its own farm? Off the Record: Climate Edition – Want a Climate job? Give Away Your Best Ideas The hard part of hard tech Off the Record: Climate Edition – AI Surprise + VC Panic at The Drop The Executive Climate Playbook: How senior talent gets deployed
Off the Record: Climate Edition – VC doesn't work for Climate Tech. Here's 3 new solutions
Jordy Gold · 2026-03-11 · via Climate Drift

Manuela Zoninsein, CEO of Kadeya, found out the hard way that Venture Capital doesn’t work when you’re building a physical Climate Tech company. After spending two painful years searching for, and eventually finding amazing financing options, she’s here to share the map she wished someone had handed her.

  1. Why the default VC playbook breaks for climate hardware (and why that’s not your fault)

  1. The 3 unconventional financing tools that changed everything for Kadeya

  1. Why understanding your capital stack actually makes VCs more interested, not less

Manuela’s article: VC doesn’t work for Climate Tech. Here’s 3 new solutions.

00:00-4:04 Intro
04:05-8:36 The 3 Problems With VC
08:37-13:19 Kadeya’s Challenges Raising Money
13:20-21:54 Financing Tools that changed everything
21:55-28:34 Why Choose Crowdfunding
28:35-32:49 Cardinal Robotics Shortcut
32:50-36:22 Capital Stack Breakdown
36:23-41:16 Critical Mindset Shift
41:17-45:36 Driving VC Interest
45:37-48:47 Excitement at Kadeya

LinkedIn: https://www.linkedin.com/in/jordygold/

https://www.linkedin.com/in/manuelasweb/