How portfolio fund investing works

7-10 private equity funds and 150+ climate tech companies.
All packaged into a single portfolio fund.

What is a portfolio fund

Portfolio funds are multiple funds in one

A portfolio fund, also known as a fund of funds, is a collection of several funds. Each underlying fund specializes in specific market segments and/or strategies.

When you invest in one of our portfolio funds, your investment is distributed into 7-10 carefully selected climate funds. Each fund will invest in 20-30 companies, building you a diversified portfolio of 150+ assets.

carbon equity portfolio fund

Who is managing your investment

Experienced fund managers invest for you

Each selected fund has professional investors responsible for sourcing opportunities, making investment decisions and supporting companies. They have the experience and responsibility to manage the impact, risks and returns of your investments.

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Tom Chi
At One Ventures
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Mira Inbar
ArcTern Ventures
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Lindsay Luger
Energy Impact Partners
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Kevin Bone
Lightrock
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Christian Hernandez
2150

Where is my investment going

Funding hundreds
of  climate tech companies

Your capital is invested in hundreds of climate tech companies across different sectors and stages of growth: innovation, scale, and transformation. It is also invested across geographies, spreading your risks.

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The typical timeline

Your cashflow during the lifetime of a fund

To start, we request 25% of your commitment (min. €100k) and then 15% yearly of the total commitment yet to be paid. Then, the early years are where your capital is invested. Typically, the first returns may come in after five years, with the aim of returning all capital invested around year seven. We expect the subsequent years to generate the proceeds.*

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Year 1-3 investing period
Funds search for and invest in climate tech startups and scaleups.
Year 2-5 follow-on period
Funds work with portfolio companies to help them grow, and invest in follow-on rounds of their top portfolio companies.
Year 3-13 harvesting period
Funds sell portfolio companies when the time is right. All proceeds are distributed to participants in the fund.

*Important risk warning: The above scenario is based on historic fund performance and is for illustrative purposes only. No specific cash flow is guaranteed, and this is not an indication of future performance. Actual results may differ significantly.

How to get started

Invest in three steps

We make investing in climate private equity simple. Use our online platform to create an account, view our funds and reserve your investments fully online.

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Explore opportunitiesExplore opportunities
Reserve your investmentReserve your investment
1. Create an account in minutes
Join our platform by answering a few questions.
2. View our funds
Compare your options, access investment presentations and review the data to make informed decisions.
3. Reserve your investment online
Easily make your commitment online, but our investor solutions team is ready to support you personally at any time.

Learn more

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Climate private equity (PE) explained

Learn the basics of PE and its role in solving climate change.
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Blog

Our collection of insights centered on the intersection of climate tech, investor impact and private equity.
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Webinars

A collection of our past webinars with industry leaders and our in-house experts.
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Frequently asked questions

Find the answers to your questions on investing with Carbon Equity.
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The information on this website is not an official offer to buy or invest in the funds of Carbon Equity B.V. nor does it function as a prospectus for such investment. The information on this website should not be used or relied on for purposes of any contract with, commitment to or investment into funds managed by Carbon Equity B.V. or its affiliates.The information on this website might have legal, regulatory or other limitations in certain jurisdictions. Carbon Equity B.V. asks visitors who view this information to become familiar with and obey rules applicable to them. Carbon Equity B.V. does not accept liability for violation of such rules by anyone browsing this website, even if that person is considering investing.

Offering of funds managed by Carbon Equity B.V. will be available to potential investors via a separate and dedicated account environment, which is clearly indicated as such. Investors should take note that investments are offered in a limited number of accepted jurisdictions and potentially investors will be required to commit to an initial investment of at least EUR 100,000, unless an exemption applies.

Carbon Equity B.V. will act as the Alternative Investment Fund Manager (AIFM) of its funds and it is fully licensed pursuant to article 2:65 of the Dutch Financial Supervision Act (Wet op het financieel toezicht). Carbon Equity B.V. and the funds it manages are subject to supervision by the Authority Financial Markets (Autoriteit Financiële Markten) in the Netherlands. Carbon Equity B.V. is registered with the Authority Financial Markets with registration number 15005329. The license allows Carbon Equity to manage investment funds which invest in one or more funds.

Carbon Equity does not offer investment advice. Nothing here or elsewhere should be seen as a recommendation for any investment in any security. The fund documents, available via our dedicated account environment, outline potential risks, charges, and expenses. Please review these risk warnings and disclosures carefully. Investments into private equity are speculative and risky. The value of investments can vary over time. Investments into private equity have a long horizon (exceeding 10 years) with limited liquidity. If you cannot afford to potentially lose your full investment, it is best not to invest. Past performance does not guarantee future returns. Investing in a private equity fund is not comparable to a deposit with a bank.