#145 Climate x Industrial Automation, Climate Storytelling, Changing Cap Table Construction, & More w/ Jay Kapoor (VSC Ventures)
CleanTechies Podcast
English - January 05, 2024 10:00 - 1 hour - 59.5 MB - ★★★★★ - 4 ratingsTechnology Business Investing venture capital climatevc ctvc esg cleanag climatetech upcycling decarbonization climate change social impact Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
On this episode, we interview Jay Kapoor, General Partner at VSC Ventures. VSC Ventures is a Seed-stage VC fund focusing on climate adaptation and industrial automation. Their central thesis is that although starting a company is becoming easier, its becoming harder and harder to get noticed. Their solution? Storytelling. Confused? Listen to this episode – you won’t be disappointed.
Jay needs no introduction – he has a podcast himself, comes from a VC and media background, and left a lasting impression on us as one of the most well-spoken guests we've ever had.
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🌎 If you'd like to see the full PodLetter, go to our substack to see all the written content that supplements the audio interview.
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Topics:
**5:50 Focus on Industrial Automation
**9:39 The Intersection of Industrial Automation and Climate
**15:26 Augmentation vs Replacement in Automation
**17:23 The Importance of Good Storytelling in Automation
**20:03 Jay’s Accidental Transition to Climate Investing
**25:40 Engaging with Government and Incumbents
**34:28 Founder/Market Fit: Founders from The Industry
**40:24 Impact on Fundraising and Time Horizons; Fund Size
**47:50 The Importance of Choosing the Right Investor
**50:47 Changing Cap Table Construction
**58:28 The Evolution of VCs' Value Prop
**1:02:20 The Role of PR in Climate Investing
**1:06:43 Founder vs Company Journey; Paint Jet's Story
**1:11:53 The Power of Storytelling in Pitch Decks
**1:17:06 Hiring and Building a Team
**1:20:53 Identifying Founders Willing to Adapt
Links:
**Connect with Jay | VSC Ventures
**Connect with Somil | Connect with Silas
**Check out our sponsor, NextWave Partners, for all your Climate, Renewables, and Sustainability recruitment needs.
**This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.