We dive deep into our sectors. Our research drives our insights and thesis-driven approach.

Prepared Mind deep-dive into tech-enabled insurance brokerage consolidation and the "GBO" model

The frequency and severity of extreme weather events are getting worse. This trend has become increasingly apparent to stakeholders who stand to lose from property damages, as well as to the tens of millions of people impacted by storms, fires, and heat. We write this post in the midst of a severe heat wave that continues to linger over much of the US, and just days after Hurricane Beryl, the earliest Category 5 storm in history, incurred billions in damage across the Caribbean and the Gulf Coast. For insurers, businesses, local governments, and the federal entities that ultimately foot the bill on tail risk events, the situation has already become impossible to ignore.

As a startup, resources are deliberately scarce. Your role as a founder is to maximize the reach of those resources and make your company as valuable as possible on those before you need to raise additional capital. To do this, you need to be incredibly surgical, concentrating your resources behind a concise plan to maximize its chance of success.

Let’s pick up where I left off in "An Energy Dilemma." ‘All energy is equal, but batteries are more equal than others’ (to really mangle some Orwell). To put it starkly: batteries are better because they make everything else on the grid more valuable.

The Climate Capital Summit is back and bigger than ever! Mark your calendars for Wednesday September 25th during NY Climate Week.