<aside> đź’ˇ Bleu Capital is an evergreen venture fund, which gives us a permanent capital base and a longer investment horizon than traditional VC funds.
Sniper strategy: We keep our portfolio concentrated and make 2-4 investments per year to maximize our support capacity.
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Our thesis: We fund the building blocks that enable consumers to achieve sustainable and improved well-being by reducing green premiums to zero.
Quick litmus test: If this company is successful, will I consume more sustainably in 10 years at no additional cost? Would a climat sceptic purchase my product?
Examples in portfolio: La Vie (consumer) Tekyn (network effects), Hubcycle (software layer), For Days (user experience).
After 5 years dedicated to shaping the future of commerce, Bleu Capital is now focusing on championing companies with a sustainability agenda.
The next great human challenge (after industrialization, softwarization…) is to rebuild the systems underpinning the modern economy to achieve a stable and sustainable climate.
<aside> đź’ˇ What is the green premium?
Our objective is to finance the key components that both businesses and consumers can seamlessly integrate into their operations and lifestyles, thereby fostering sustainable consumption.
Consider this the essential infrastructure of a more sustainable and efficient consumption model: Companies that not only unlock eco-friendly business practices by addressing complex challenges, but also ensure their solutions are commercially viable. These businesses smooth the path towards sustainability in our daily lives.
We are drawn to complex problems because they pave the way for robust and enduring competitive edges (MOAT) over time. Companies that are true winners with a genuine impact will strive to untangle these difficult knots. This leads to product-driven advantages in untapped, expansive markets where competition is less fierce and venture capital is harder to come by, resulting in increased efficiency. After all, there are no established playbooks here - it's new territory waiting to be claimed.
How technological revolutions happen