Clean Heat Investment Platform
What is CHIP?
The Clean Heat Investment Platform (CHIP) is a thematic platform approach to investing in the largest emerging asset class: the decarbonization of the $3 trillion dollar global heating market. It offers a single platform for investors to deploy significant capital across multiple attractive opportunities with maximum synergies and upside, while reducing risk through a diversified portfolio.
CHIP invests across multiple but related clean heat businesses and technologies, which creates unique value-add resulting in superior returns.
Additionally, exposure to CHIP offers institutional investors and asset managers a meaningful advantage in developing and refining their own investment strategies and products serving this major new asset class.
CHIP investment thesis
- Heat is 50% of global energy use and must be decarbonized now.
- Heat represents one of the greatest untapped investment opportunities.
- Legally-binding climate laws, policy, and energy security concerns provide significant tailwinds for investing in decarbonized heat.
- Heat is poorly understood and offers considerable upside to experts with 1st-mover advantage.
- Investors currently have very limited ability to tap this exciting new asset class in a pure-play but risk-diversified manner.
- Heat is complex and rewards expertise. The Thermaxa Clean Heat Investment Platform specifically eschews the normal Cleantech investing approach of trying to master 10-15 entirely different science disciplines and industries. Instead, our heat experts focus exclusively on one thing only: creating & capturing the most profitable heat decarbonization opportunities.
CHIP business units
Green Heat ESCO
Developer/owner of turn-key Clean Heat assets
Delivers affordable Clean Heat to industrial & city clients on long-term Heat-as-a-Service contracts requiring no investment from clients
Applies technology-agnostic, fit-for-purpose optimal solutions involving solar thermal, heat pumps, e-boilers, waste heat recovery, battery & thermal storage
Decarbonization advisory
Develops expert heat decarbonization strategies as a service
Leverages our proprietary industry databases and AI-driven Heat Navigator® to dramatically cut front-end decarb analysis from months to hours
Excellent project feeder for our Green Heat ESCO
Green property
Leverages our proprietary data to identify upcoming “green premiums” in CRE properties in key EU prime markets
Partners with CRE property investors & funds to capture opportunities in carbon-distressed assets with “brown-to-green” strategies before they become known to the broader market
Pioneers the VHPA market (virtual Heat Purchase Agreements) to capture CRE green premiums without expensive & disruptive building retrofits or upgrades
In development
- Technology scale-up: CHIP has developed patent-pending technology in one major heat technology offering 35% potential cost reduction. We have successfully piloted the technology in partnership with a national laboratory. We are currently evaluating manufacturing proposals and securing early adopters among our ESCO clients.
- Investments/acquisitions: CHIP has identified a number of underfunded companies with promising Clean Heat & heat storage technologies in TRL 6-7 level which complement our existing portfolio of clean heat solutions. CHIP intends to opportunistically partner with or possibly acquire some of them and create additional value through early commercialization opportunities with our ESCO clients.
Access the best investments in heat