Solid breakdown of the regulated impact space maturing in realtime. The NEIF example really illustrates how catalytic capital can scale when structured right - basically turning loans into carbon offsets with measurable outcomes. Saw a similar model work in microfinance back in the day, but tying preferrred equity to actual energy deployments instead of just projections is way smarter IMO. The shift from narrative ESG to auditable impact metrics feels overdue, kinda surprised it took this long for the sector to standardize.
Really appreciate this perspective. You’re spot on—the maturation we’re seeing now is about moving from narrative ESG to structures that actually perform and can be audited. NEIF is a great example of how catalytic capital becomes far more powerful when outcomes like energy deployment and carbon reduction are baked directly into the security design. It does feel overdue, but encouraging to see the sector finally converging on impact that’s measurable, not just marketable.
Solid breakdown of the regulated impact space maturing in realtime. The NEIF example really illustrates how catalytic capital can scale when structured right - basically turning loans into carbon offsets with measurable outcomes. Saw a similar model work in microfinance back in the day, but tying preferrred equity to actual energy deployments instead of just projections is way smarter IMO. The shift from narrative ESG to auditable impact metrics feels overdue, kinda surprised it took this long for the sector to standardize.
Really appreciate this perspective. You’re spot on—the maturation we’re seeing now is about moving from narrative ESG to structures that actually perform and can be audited. NEIF is a great example of how catalytic capital becomes far more powerful when outcomes like energy deployment and carbon reduction are baked directly into the security design. It does feel overdue, but encouraging to see the sector finally converging on impact that’s measurable, not just marketable.