Category Archives: Numbers

The State of Cleantech Venture Capital, Part 1: The Money

(A version of this post also appeared at GigaOM.) tl;dr: Plenty of late-stage financing will be available for cleantech start-ups over the next few years, but seed/Series A money is another matter. There’s been a pile of negative news about … Continue reading

Posted in Numbers, The State of Cleantech VC 2011, Venture capital | 3 Comments

What It Takes to Build a Cleantech Winner

(A version of this post also appeared at Fortune.com. Thanks Dan!) tl;dr: It’s the team. I entered the venture capital business two years ago, focusing on seed/Series A cleantech start-ups. It’s kind of like picking a future NBA draft by … Continue reading

Posted in Numbers, Venture capital | 7 Comments

Aspen Aerogels S-1 Analysis

tl;dr: Good company; tough road in the rear-view mirror. Aspen Aerogels filed for an IPO last week, pitching itself as an energy efficiency company. Aspen makes insulation, but a particularly high-performing kind of insulation, being a nanoporous silica material that’s … Continue reading

Posted in Materials, Numbers | Leave a comment