Investment Strategy

Priority Sectors

  • Plastics & Packaging

    Sorting facilities, Chemical & mechanical recycling, Reusable packaging & materials, Pyrolysis & gasification, Heat & power, amongst others

  • Biomass & Agrowaste

    Agro fiber reprocessing, Livestock Manure, Biodigesters & Renewable fuels, Residual oils, amongst others

  • Others

    Opportunistically, the fund can invest in any circular economy projects, such as wastewater, tire recycling, international waste, construction waste.

Our Strategy

  • Growth Stage

    Growth Catalyst: We focus on projects that have validated their technology or business model but need investment to scale. Our fund fills a market gap by supporting growth where other funds have yet to participate.

    From 1 to 10, Not 10 to 100: We invest in the critical early expansion phase, attacking a gap in the capital markets unattended by VC and large infrastructure funds.

  • Our Role

    Strategic Involvement: We take an active role in governance to de-risk projects and make them bankable.

    Value-Added Support: We assist in securing long-term feedstock and offtake contracts, plus financial structuring for viability.

    Proven Expertise: Our experience in expanding companies across LATAM helps mitigate risks and drive regional growth.

  • Focused Investments & Exits

    High-Impact Investments: We target 8-10 strategic investments, ensuring deep involvement and value creation. Each project receives $10-$12M through platforms or direct investments.

    Structured Exit Strategy: Potential exits include infrastructure funds once platforms scale or strategic sales to FMCGs/Petrochems securing offtake and final products.

Target Investments

We seek growth-stage projects with scalable circular economy models that generate measurable impact. Investments must be financially sound, independent of subsidies, and structured for long-term success. Our focus is on projects with proven technologies that drive CO₂ reduction, waste removal, and sustainability across the region.

  • Business Models

    Proven Models: Validated business models with proven technologies and attractive returns.

    Private-Only Focus: We invest exclusively in B2B opportunities, avoiding public sector exposure and political risks in Latin America.

    Secured Supply & Demand: Long-term contracts ensure stable feedstock and offtake agreements between private players.

  • Circularity

    Sector Focus: Investments target Plastics & Packaging and/or Biomass & Agrowaste, with exceptions only for projects with a clear circularity thesis, sector-agnostic.

    Loop Closure Rate: Opportunities need to have a clear thesis to maximize the circularity of resources in their business models and avoid final disposition.

  • Financial Viability

    Standalone Profitability: Projects must be financially viable without relying on subsidies, ensuring sustainability through regulated and voluntary markets.

    Financial Structuring: We leverage our expertise to design financial frameworks that enhance bankability and long-term returns.

  • Infra-like Investments

    Structured for Stability: Investments are made in Project SPVs or regional Asset Companies focused solely on infrastructure projects.

    Independent Operations: Asset Companies remain separate from corporate overhead, ensuring financial clarity and operational efficiency.

  • Scale

    Regional Expansion: We back projects seeking catalytic capital to scale regionally and replicate successful business models.

    Accelerated Growth: Our investment helps projects rapidly scale, maximizing their impact and market presence.

  • Impact

    Measurable Outcomes: We prioritize projects with clear, quantifiable impact metrics, including CO₂ reduction, waste removed from landfills, and GHG emissions avoided.

    Transparency & Accountability: Robust data systems ensure impact traceability and verifiable environmental benefits.