Extantia

Great news from our portfolio: RepAir Carbon Capture just closed $15M to bring its breakthrough carbon capture tech to market! We are pleased to have co-led the round with Taranis Carbon Ventures, with participation from Ormat Technologies, Inc., Repsol, and a $3M non-dilutive grant from the Israel Innovation Authority. The funding will fuel commercial manufacturing and first industry deployments – just as the rise of AI and energy demands makes decarbonisation more urgent than ever. RepAir's proprietary technology addresses carbon reduction's biggest challenge by efficiently capturing dilute CO₂ from sources like gas turbines, aluminum smelters, and atmospheric air. Its fully electric, heat-free electrochemical system consumes 70% less energy than conventional methods by capturing and concentrating CO₂ in a single step, without the energy-intensive thermal processes or chemical solvents that make traditional approaches prohibitively expensive for diluted emissions. As our Partner Yair highlights: "Their highly modular, mass-manufacturable technology enables major industrial emitters to address emissions at the source without the massive energy investments required by traditional approaches – effectively creating an entirely new market that wasn't commercially viable until now." Huge congratulations to the RepAir team on this milestone. What a journey! We're excited to keep building the future with you, Amir, Yehuda, Ben, Jean-Philippe. Read more about the announcement on TechCrunch 👉 https://lnkd.in/d_kmgAMP (article by Tim De Chant). #ClimateAction #DirectAirCapture #VentureCapital

In his latest interview with FOCUS online, Extantia Partner Sebastian Heitmann shares why climate innovation could be Germany’s most overlooked economic lever. Instead of viewing the green transition as a cost centre, Sebastian makes the case for seeing it as a growth engine. One that could reignite industrial leadership, unlock new export opportunities, and create resilient jobs across the country. He calls for a fundamental mindset shift. Away from bureaucracy and risk-aversion, towards a bold, forward-thinking approach that backs deep tech and industrial reinvention. The real challenge, he argues, isn’t a lack of capital but a lack of confidence in deploying it towards transformative solutions. He emphasises that if Germany wants to remain a global industrial leader, now is the time to invest in the technologies that will define the next economy. Read the full interview in FOCUS (in German): https://bit.ly/3S3pxIY A big thank you to Christian Masengarb for the interview. #ClimateAction #DeepTech #VentureCapital

In case you’ve missed it, our very own Christian Guba joined Samir Ahroun on Venture Mate (podcast by HHL Venture Capital Club) to explore how climate tech investing is evolving — and what that means for founders, funds, and the future. From the role of the green premium in investment decisions to the impact of rising interest rates on VC, Christian breaks down how the cost of capital is influencing where and how funds flow. In this episode, Christian and Samir explore: 👉 Why Europe needs to move faster to stay ahead in the global climate tech race 👉 The potential of natural hydrogen and geothermal as emerging climate solutions 👉 How AI is reshaping opportunity and competition 👉 What matters most right now for founders and investors navigating this space Listen to the full episode (in German) here: https://lnkd.in/ebREPVgb Thanks for having us at Extantia! #VentureCapital #Podcast #Investing #Entrepreneurship

A warm welcome to Eva Frey, the newest addition to the Extantia team as Executive Assistant & Office Manager! Eva brings with her a strong background in Business Psychology and Human Resources Management, along with six years of experience at Riot Games, where she kept things running smoothly as a Workplace Generalist. At Extantia, she’ll be the quiet force making sure everything (and everyone) is in the right place at the right time, supporting the Partners with a wide range of administrative tasks, and helping us boost our daily efficiency. Outside the office, Eva is passionate about interior design, enjoys gardening and keeps active with weightlifting. She's always up for a creative project! A big welcome, Eva — we’re so glad you’re here. cc Yair Torben Sebastian Oliver Joern-Carlos Carlota Christian Fernanda Paul Nina Tess Jan Francesco Eshel Paola Elisabeth Jaisal #TeamUpdate #VentureCapital

We are very excited to introduce Extantia’s new Impact Committee! As we continue to deepen our impact journey, we recognise the importance of surrounding ourselves with experienced, mission-aligned partners who can challenge our thinking and push us to go further. We’re thrilled to welcome Liza Rubinstein Malamud (Co-founder and Chief Climate Impact @ Carbon Equity), Nathan Buijs (Impact Officer @ Invest-NL), and Maia Ferrand (Head of External Multimanagement @ Candriam) as members of our newly established Impact Committee. In our kick-off meeting, we dove deep into Extantia’s process for setting Impact KPI targets and how we evaluate our companies’ realised impact. We also started exploring some updates to our impact methodology EPIC (Extantia Projected Impact Calculations). For example, how are we looking at adaptation tech? It is questions like these where we are grateful for Nathan, Liza and Maia’s wealth of expertise and helpful guidance in our approach to impact measurement, accountability and long-term value creation. We look forward to working closely with them, learning from their insights, and continuing to set a high bar for what impact means in venture capital. #ImpactInvesting #VentureCapital #SustainableFinance cc Tess Dury Jaisal Singh S. Francesco Pomponi Yair Reem Torben Schreiter Oliver Schwarzer Joern-Carlos Kuntze Sebastian Heitmann

Yesterday, Ursula von der Leyen reminded us that #cleantech isn’t just a climate imperative — it’s a cornerstone of Europe’s competitiveness. But to stay ahead, we must overcome growing bottlenecks: high energy costs, global competition, limited access to finance — and, crucially, critical raw materials. That’s why UP Catalyst’s €18 million financing from the European Investment Bank (EIB) marks a pivotal moment. Their breakthrough technology turns CO₂ emissions into high-performance graphite — a game-changer for EV batteries, defence, construction, and beyond. (read more here: https://lnkd.in/dS4Fn7Xi) UP Catalyst is a clear example of how climate tech and resilience go hand in hand. With ambitions to scale to 60,000 tons of graphite annually by 2030, they’re strengthening Europe’s resource security at a critical time. In March 2025, UP Catalyst was also recognised as a Strategic Project Partner under the Critical Raw Materials Act (#CRMA) — a strong signal from the European Commission of the urgency and strategic value of accelerating clean tech innovation. As investors in UP Catalyst, we’re proud to support this vision. The path to decarbonisation is complex, but with pioneering founders and committed financiers (big shout-out to team UP Catalyst and to Irene Gálvez, Ruben Devogelaer and their team at the EIB), we can build both resilience and the industries of tomorrow. #venturecapital #funding

Ammonia is set to play a big role in the upcoming years. As we have extensively discussed before (https://lnkd.in/e4t-idSW), the market could increase by 4x by 2050, according to the International Renewable Energy Agency (IRENA). Ammonia is nowadays mainly used for the production of nitrogen based fertilisers, notorious for their very high carbon footprint. But did you know that field emissions actually account for 58.6% of the total emissions of nitrogen fertilisers? Contrary to popular belief, it’s not the production process (like the Haber-Bosch method) that’s the biggest culprit — that accounts for just 38.8% of emissions. Instead, field emissions dominate, caused by poor plant uptake, over-dosage, and microbial activity in the soil that turns surplus nitrogen into nitrous oxide (N₂O), which has 265x the global warming potential of CO₂. Why does this matter now? With Carbon Border Adjustment Mechanism (CBAM) being fully implemented by the beginning of 2026, the pressure is on. Nitrogen fertilisers are among the affected sectors and importers will need to purchase certificates for the (production) emissions associated with these products. How do we solve this problem? That’s the big question. We will dive deeper into potential solutions next. Teaser: we are particularly interested in solutions that are tackling both emission drivers at once. If you are building in this space, please reach out to Paola Brenni. Source 👉 https://lnkd.in/d-DxJ9JG #Fertiliser #Ammonia #Nitrogen

We’re thrilled to share that our portfolio company Bloom Biorenewables has successfully closed a CHF 13 million Series A funding round led by Anaïs Ventures SA and Valquest Partners. This milestone will help scale their groundbreaking Aldehyde-Assisted Fractionation (AAF) technology, unlocking the full potential of biomass and accelerating the transition to sustainable, high-value materials. The process efficiently separates the cellulose fraction while stabilising lignin polymers and hemicellulose-derived sugars — allowing Bloom to fully valorise them for the first time. A huge congratulations to the entire Bloom team and co-CEOs Remy Buser and Florent Héroguel! We’re proud to support you on this journey. 🚀 Shoutout to the investors in this round (in addition to Anaïs and Valquest): Breakthrough Energy Ventures, Lombard Odier Investment Managers, Capital Risque Fribourg, Btomorrow Ventures, Amcor Ventures, Rosebrook, and The King Baudouin Foundation. #Portfolio #VentureCapital #ClimateAction

Scaling climate tech projects is easier said than done. Financing is tough to secure because new technologies are inherently risky — great in the lab, but uncertain in the real world. Without investments, no new technologies can be developed, creating a deadlock that stops climate solutions from reaching the market. The solution? Offtake agreements. By guaranteeing cash flow as soon as production starts, they reduce risk for investors, increase funding chances, and demonstrate market demand. But not all offtakes are created equal. In a new piece for the World Economic Forum, Yair Reem breaks down how founders can structure offtake agreements at different stages — just like Maslow’s Hierarchy of Needs. He also goes into of four winning offtake agreeement strategies to scale climate tech. Here is a preview: 1️⃣ Don't sell—partner. Secure key corporate partners early to co-develop and validate your tech. 2️⃣ Diversify offtakers. Avoid over-reliance on a single customer by engaging multiple buyers. 3️⃣ Design flexible contracts. Include cost caps, tiered pricing, and adaptable terms to manage risk. 4️⃣ Align agreements with offtakers’ operational cycles. Make adoption seamless by integrating with their procurement and R&D timelines. Offtakes are to climate tech what ARR is to software—they’re essential for proving market demand and unlocking investment. Start small, build trust, and work your way up to bankable agreements. Thanks to the World Economic Forum for featuring us! Read the full article here: https://lnkd.in/eYCZkivt #Scaling #VentureCapital #Offtakes

Congrats to our portfolio company UP Catalyst for being selected as a strategic project under the Critical Raw Material Act! The European Critical Raw Materials Act (CRMA) designates strategic projects to boost the EU’s ability to extract, process, and recycle key raw materials while diversifying supply from third countries. In turn, these projects gain access to coordinated support from the European Commission, Member States, and financial institutions — along with a fast-track permitting process. See all the selected strategic projects here 👉 https://lnkd.in/eSHqDvqk UP Catalyst's battery-grade graphite is cost-competitive with fossil-based graphite and carbon nanotubes, climate-neutral, high-purity, and can be produced anywhere, enhancing resilience and national independence. Well done, Rait, Einar, Teele, and everyone at UP Catalyst 🚀 #CRMA #graphite #PortfolioUpdate