Sustana Cooling Partners
A BLENDED CAPITAL VENTURE IMPACT FUND
OUR MISSION & VALUE PROPOSITION
Sustana is raising $200M to invest in early-stage cooling companies in emerging markets (Asia, Latin America, & Africa.)
SCP will build a 'First Loss Reserve’ with public & philanthropic partners to absorb losses that may occur in developing countries. This strategy is designed to “crowd in” or catalyze private capital formation.
Sustana Cooling Partners is the first blended capital impact fund to exclusively focus on cooling technology and emerging markets.
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Our Goals
Cooling tech is critical for multiple sustainable development goals (SDGs)
End Poverty
Adequate cooling enables households to overcome the economic and social challenges posed by 30C+ temperatures
End Hunger
Cooling enables greater good access and affordability. In Africa, over 30% of produce is lost due to food spoilage.
Ensure Equitable Education
Leaning and cognitive performance decline as temperatures increase.
Ensure Healthy Lives
Cooling & refrigerated transport will improve the quality of care in hospitals and ensure safe transport of vaccines.
Ensure Access to Affordable, Clean Energy
Efficient cooling is vital to the stability of electric grids. If HVAC growth estimates for India prove accurate, the power demand will collapse the electricity grid without more efficient cooling and refrigeration.
Sustana
Early-Stage Cooling Investment
A growing Need in a warming world
- Record-breaking temperatures have created a global cooling crisis
- At 50% humidity, we can withstand 40°C – but 50°C can be lethal
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Sustana
Capital Need
Impact venture capital is what is needed
Impact Venture
Supports high impact companies operating in markets with low capital markets coverage
Venture Capital
Supports private companies, but with an economic interest only, not humanitarian focused.
Private Equity
Supports companies with stable cash flows, not start-ups.
Development Finance
Debt supports large infrastructure projects, not early-stage companies
Commercial Debt
Not available to start-ups
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The Problem
In a warming world, cooling innovation is critical as developing economies expand their energy needs, yet it’s overlooked by VCs fixated on software and AI. Current energy-heavy cooling solutions risk overwhelming grids from California to India. Investors have an opportunity for significant returns & impact by supporting efficient cooling startups.
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The Solution
1. Scope: A Venture Capital Impact Fund with a mission to invest specifically in cooling start-ups both in developed countries and in exploding developing markets.
2. Experience & Deal: A Team that has deep experience in clean tech / climate investment, developing markets and has unique access to global cooling tech deal-flow.
3. Funding: Sustana Cooling Partners has access to both public private investors and is building a reserve tranche with public capital to de-risk private investment.
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The Investment / Use of Funds
Sustana Cooling Partners has a proprietary database of over 400 companies innovating in the global cold chain. These companies are typically investable at attractive valuations due to the lack of institutional funding available.
Climate funds have concentrated $1.0 trillion in only 10 verticals according to Bloomberg.
Stage
Focused on Seed to Series A, with opportunities to follow into Series B rounds.
Investment Size
Standard check sizes ranging from $1M to $5M.
Flexibility
Unique circumstances offer the potential to go beyond the typical investment range when opportunities arise
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Why Now?
- 1 Billion + people facing extreme heat lack access to modern cooling & refrigeration (SE4All)
Deaths from extreme heat are preventable with cooing and health care cold chain - Innovative cooling companies lack the dedicated capital funds that support renewables
- Emerging markets lack venture capital depth required to support innovators
- Development Finance has not been effective in cultivating innovation in cooling applications
- Corporate commercial debt is available for incumbents, but not for smaller cooling innovators
- Venture capital is needed to unlock innovation
- Risk mitigation is required to bring fresh capital into developing markets
Sustana’s blended capital structure mitigates emerging markets risk and can attract co-investors
Cooling & cold chain technology investment is a vital impact investment target
Seed Round Dynamics
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Target Market Opportunity
U.S. & Global Total Addressable Market Projections for Cooling
Data from Precedence Research shows an exploding market for cooling products and services by 2030, across all verticals.
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New York
Potential cooling tech investment
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Israel
Potential cooling tech investment
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Malaysia
Cooling tech investment
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India
Cooling tech investment