Lightsmith Group
Team members: Matt Ale ’19, Daniel Gutierrez ’20, Greg Rives ’19, and Anjalika Singh ’19
Matt Ale ’19, Daniel Gutierrez ’20, Greg Rives ’19, and Anjalika Singh ’19 worked with The Lightsmith Group —a private equity fund focused on investing in climate resilience solutions—to help develop an investment thesis and identify relevant investment opportunities. The team worked with The Lightsmith Group to research and map out four primary industry subsectors: catastrophe risk modeling, agriculture analytics, geospatial analytics, and supply chain analytics. This helped the team identify key industry trends and value creation and climate risk mitigation opportunities within each subsector. Thereafter, the team identified a funnel of 50 to 100 possible investment targets across the various subsectors, simultaneously refining the investment and climate resilience thesis. Finally, after a detailed profile of promising targets for investment, the team conducted outreach to scope the opportunity associated with the identified companies. The team provided The Lightsmith Group with a refined investment thesis and a list of potential investment opportunities to explore within the assigned sectors.