Vol. 01 — Climate Venture · Emerging Markets
The Venture
Model for
Project Finance.
101 Capital Partners backs high-growth transition platforms deploying in emerging markets — applying venture discipline to project finance through bankable SPV capital architecture, credit-wrapped PPAs, and commercial bridgeheads into 24/7 hyperscaler clean power demand, scaling deployments without equity dilution.
The Problem
“The energy transition is constrained by capital formation — not innovation alone.”
— Jigar Shah, Generate Capital
101 Capital Partners is launching a climate venture fund to back high-growth transition platforms deploying in emerging markets — applying a venture model to project finance through bankable SPV capital architecture, credit-wrapped PPAs, and commercial bridgeheads into 24/7 hyperscaler clean power demand, scaling deployments without equity dilution.
§ 01 — The fund
Backing
transition platforms in
emerging markets.
High-growth transition platforms are ready to deploy across emerging markets — but growth capital demands equity they cannot afford to give up. Our climate venture fund supplies bankable SPV capital instead.
High-Growth Transition Platforms
Proven climate technologies ready to scale across emerging markets are starved of growth capital that doesn't demand dilutive equity.
Bankable SPV Architecture
We structure ring-fenced SPVs and credit-wrapped PPAs that convert platform deployments into infrastructure-grade, investable assets.
Commercial Bridgeheads
Anchor demand from hyperscalers procuring 24/7 carbon-free power de-risks deployments — scaling revenue without equity dilution.
§ 02 — We support
Operators building the
infrastructure of decarbonization.
- 01Industrials aiming for process decarbonization
- 02Real-estate owners committed to lower-carbon energy
- 03Developers requiring bankable project finance
- 04Hyperscalers & data centers seeking 24/7 scalable power
- 05FOAK technologies needing commercial pathways
§ 03 — What we do
Turning complexity
into infrastructure.
A three-part operating system that converts FOAK risk into infrastructure-grade yield.
Specialized architect
Our climate venture fund mobilizes equity and debt instruments and packages the right capital stack. Platform deployments are de-risked through credit-wrapped PPAs and held in ring-fenced SPVs.
Structured execution
Structured finance advisory · SPV architecture · risk mitigation of bankable assets · green generation & storage · revenue management at scale.
Bankable infrastructure
An integrated platform offering frictionless processes to customers, energy developers and investors. Revenues flow through a clear waterfall structure.
§ 04 — Operating model
A four-stage discipline,
end to end.
Origination & Curation
- Forecast green energy needs of hyperscalers
- Identify high-potential FOAK technologies
- Identify top green infrastructure developers
- Pair FOAKs with developers
SPV Structuring
- Ring-fenced SPVs hold assets, PPAs, project debt
- Shield the parent while delivering clean returns
Risk Mitigation
- Bundle FOAK tech with Safe-Harbor assets
- Secure AA-rated corporate PPAs to lower WACC
- Hyperscalers sign off on PPAs
Asset Management
- Post-COD technical and financial oversight
- Steady yield delivery for SPV LPs
§ 05 — Platform 2030
The 101 HoldCo
platform.
A green infrastructure platform for alpha-focused investors — co-investment rights into SPVs and grants to eligible impact projects, anchored across three pillars.
Clean Electrons
Technology agnostic — solar, wind, hydro, geothermal, SMR. Storage, efficiency and power-to-X.
Clean Molecules
Clean energy and feedstock for energy, transport, chemicals, agriculture. Green hydrogen, biogas, biofuels, biomethane.
Sustainable Transport
Reducing emissions intensity of people and goods. EV infrastructure, fleets, sustainable aviation fuels.
§ 06 — Strategic objectives
Roadmap 2026 — 2030.
Pilot SPV
- 100MW flagship project
- Anchor offtaker
- Developer + EPC selected
- Capital partners mapped (EU or US)
Portfolio Development
- Data center & industrial offtake portfolio
- Multiple SPVs under PortCos
- Carbon-free projects across power-constrained markets
- One OS for ESG & pipeline optimization (EU & US)
101 HoldCo Platform
- Green infrastructure fund for alpha investors
- Co-investment rights into SPVs
- Grants to eligible impact projects
§ 07 — The clean power race
Hyperscalers are
committing to 24/7
carbon-free energy.
Google, Microsoft and Amazon have moved beyond annual renewable matching toward firm, low-carbon power frameworks for AI workloads.
“Hyperscalers are fueling the race for 24/7 clean power, driving deployment of storage and flexible clean generation.”
“Companies are creating new contract models to secure firm, low-carbon power for AI workloads.”
§ 08 — Leadership
Institutional governance.
Global perspective.
DanaHowng
Capital Markets & Financial Industry
Houston, USA
StephaneEboko
Project Developers & Industries
Stockholm, Sweden
§ 09 — Engage
Let's structure
the next SPV.
For developers, offtakers, FOAK technology providers and capital partners exploring bankable net-zero infrastructure.