About this episode

This episode features a discussion on the evolution of climate investing with insights from seasoned investors Rob Day and Raj Atluru.

We’re back with the sixth installment of our Missing Middle in Climate Tech series, produced in partnership with Spring Lane Capital . As we kick off 2026, this episode offers a timely, grounded conversation with two seasoned investors who bring decades of perspective to where climate investing has been and where it’s headed next. Rather than focusing on predictions alone, the discussion goes deeper into the nuance of how capital is actually being deployed in today’s market. Rob Day, Co-Founder of Spring Lane Capital, and Raj Atluru, Managing Partner at Activate Capital , trade ideas and reflect on how the climate tech landscape has evolved. Together, they unpack how investor priorities have shifted over time, the metrics they look for in growth-stage companies, and the opportunities emerging from today’s macro forces, including interest rates, deglobalization, and AI’s rapidly escalating energy demand. For listeners looking to understand how experienced investors are navigating complexity, risk, and scale in climate tech right now, this is a conversation worth spending time with. Explore the full Missing Middle in Climate Tech series or reach out with ideas for future…

People in this episode

Host: Jason Rissman

Guests: Rob Day, Raj Atluru

Topics covered

• climate investing
• investor priorities
• growth-stage companies
• macro forces
• climate tech landscape
• capital deployment

Keywords

• climate tech
• investment strategies
• macro economic factors
• energy demand
• deglobalization
• risk management

Mentioned in this episode

Organizations: Spring Lane Capital, Activate Capital, investedinclimate.com

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