The Intelligence Layer

The Intelligence Layer is Here
After two decades of innovation, sustainable investment is about to achieve intelligent, scalable hyper-progress. The infrastructure has been built. The deep tech has matured. Now comes the brain-work – and that’s where the real leverage lies.

Download our 20th anniversary whitepaper to discover:

• Why “weightless” innovations deliver the steepest cost curves
• The three megatrends that will define the next decade: Optimisation, Adaptation, and Abundance
• Why solar costs falling 20-24% annually changes everything
• How our portfolio company cut 0.3-0.6% of global CO2 emissions with software

Hard-Won Insights from Two Decades

From our whitepaper:
“In venture capital, weight matters. Innovations based on electrons have steeper cost curves than those based on molecules.”
“Great customers make great companies. No matter how important the problem or compelling the solution, the end-market must want to embrace innovation.”
“AI today can generate 10% or more savings in typical real-world situations.”

These aren’t just theories – they’re lessons learned from navigating the 2008 financial crisis, the clean tech bubble, and building Europe’s most experienced sustainability-focused venture team.

Join the Journey

For Limited Partners

Our approach has evolved from early lessons into a refined strategy focused on the intersection of exceptional returns and meaningful impact. We’re proud to have led the development of the ‘Impact Accountability in Venture Capital’ handbook with the European Investment Fund, setting new standards for the industry.

Why ETF Partners:
• Founded in 2005 – Europe’s original sustainability-focused venture team
• Four funds raised, with proven exits
• Impact-linked carried interest structure
• Deep expertise in the intelligence layer driving modern infrastructure

Schedule a meeting -> [email protected]

For Founders
Building something that matters? We’ve spent 20 years learning what works (and what doesn’t) in sustainability innovation. If you’re creating intelligent solutions that can scale rapidly whilst delivering measurable environmental impact and commercial returns, we should talk.

We invest in high impact companies with:
• Digital-first or intelligence-layer solutions
• Clear market pull (not technology push)
• Teams that understand venture capital is about carrots, not hammers
• The potential for significant environmental leverage

Get in touch