On Out-Scoping University Research, Techno-Economics, and Avoiding False Assumptions- Elissa, Twynam
About this episode
Elissa Glorie discusses Twynam's investment strategies and the challenges of deep-tech investments.
Episode 111: Twynam Management: Elissa Glorie on Out-Scoping University Research, Techno-Economics, and Avoiding False Assumptions In this episode, I catch up with Elissa Glorie, Investment Manager at Twynam, a deeply specialized venture capital firm focused on early-stage global decarbonization. Elissa gives us an exclusive look behind the scenes of their thesis-driven investment engine, detailing how their team converts macroeconomic signals into actionable deep-tech bets. She walks us through Twynam’s recent high-profile follow-on into PlasmaLeap Technologies’ $20M USD (~A$30M) Series A, a round alongside the Bill & Melinda Gates Foundation and global nitrogen giant Yara Growth Ventures. Elissa breaks down their precise, gated due diligence playbook and provides critical advice on why the vast majority of deep-tech deals fall apart under the microscope of realistic technoeconomic models.🎧 Listen to the full episode to hear how Twynam’s internal AI tools scrape academic research before ideas even reach a corporate desk, why a CEO must possess the technical depth to cross-examine their CTO, and how Twynam evaluates decentralized, non-thermal plasma architectures against the…
People in this episode
Host: Alex Shandrovsky
Guest: Elissa Glorie
Topics covered
- university research
- techno-economics
- venture capital
- decarbonization
- deep-tech investments
- due diligence
- AI tools in investment
Keywords
- investment management
- decarbonization
- venture capital
- due diligence
- techno-economic models
- AI tools
- PlasmaLeap Technologies
Mentioned in this episode
Organizations: Twynam, Bill & Melinda Gates Foundation, Yara Growth Ventures
Products: PlasmaLeap Technologies
Books & works: Haber-Bosch process
Places: Australia, Singapore, US, India, Southeast
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