Our Partner, Lucy Rands, recently appeared on the Raising Europe podcast. Lucy sat down with host Tom Guinness to discuss how ETF Partners – The Environmental Technologies Fund aligns massive planetary impact with venture-scale returns.
In this deep-dive discussion, Lucy breaks down our core investment thesis and shares actionable insights for founders. Key takeaways from this episode:
Impact Meets Economics: Why true impact investing goes far beyond traditional ESG, and how to back growth-stage businesses (Series A to C) while maintaining a clear path to venture returns.
The AI Application Layer & Defensibility: AI poses massive energy consumption challenges, but the real opportunity lies in vertical-specific AI applications that use proprietary data to build unbreakable moats.
Tactical Fundraising for Founders: How entrepreneurs can turn VC conversations into productive business development opportunities, even navigating rejections to secure client and investor introductions.
Deep Tech & Future Horizons: Lucy’s perspective on evaluating risk across quantum computing, tracking critical software metrics like Net Revenue Retention (NRR), and what she looks for in a ‘must-back’ founder.
Listen or watch the full episode below.
The post Lucy Rands on how to align massive impact with Venture Capital returns appeared first on ETF Partners.
