Lightsmith portfolio company AiDash, which uses AI and satellite imagery to help utilities manage vegetation risk, storm damage, and wildfire threats along power lines, has agreed to be acquired by Schneider Electric in an all-cash deal valuing the company at $350 million, marking one of climate adaptation's largest exits to date. Learn more by following [...]
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Following Ecosperity 2026, the consensus is clear: climate adaptation and resilience (A&R) is an “inevitable investment opportunity.” With structural demand driven by physical necessity rather than discretionary spending, the adaptation economy is investible today. Read Jay Koh’s three key takeaways on why A&R investment is urgent, pragmatic, and highly actionable for private capital.
Following Ecosperity 2026, the consensus is clear: climate adaptation and resilience (A&R) is an “inevitable investment opportunity.” With structural demand driven by physical necessity rather than discretionary spending, the adaptation economy is investible today. Read Jay Koh’s three key takeaways on why A&R investment is urgent, pragmatic, and highly actionable for private capital.
Following Ecosperity 2026, the consensus is clear: climate adaptation and resilience (A&R) is an “inevitable investment opportunity.” With structural demand driven by physical necessity rather than discretionary spending, the adaptation economy is investible today. Read Jay Koh’s three key takeaways on why A&R investment is urgent, pragmatic, and highly actionable for private capital.
Following Ecosperity 2026, the consensus is clear: climate adaptation and resilience (A&R) is an “inevitable investment opportunity.” With structural demand driven by physical necessity rather than discretionary spending, the adaptation economy is investible today. Read Jay Koh’s three key takeaways on why A&R investment is urgent, pragmatic, and highly actionable for private capital.
Following Ecosperity 2026, the consensus is clear: climate adaptation and resilience (A&R) is an “inevitable investment opportunity.” With structural demand driven by physical necessity rather than discretionary spending, the adaptation economy is investible today. Read Jay Koh’s three key takeaways on why A&R investment is urgent, pragmatic, and highly actionable for private capital.
Technologies that help manage risks to goods from extreme temperatures and natural disasters are drawing new attention to the adaptation sector. This piece features quotes and insights from Lightsmith's Co-Founder and Managing Director, Jay Koh, on the technologies securing supply chains against climate shocks. Learn more by following the link below. View article
The consensus from the inaugural GARI Summit is definitive: climate adaptation is a distinct, $2 trillion investment market. Driven by a growing “climate elasticity of demand,” the Adaptation & Resilience sector is rapidly transitioning from physical risk assessment to an “unavoidable opportunity” for scalable, real-economy solutions. Read Lightsmith’s reflections on the summit, featuring insights on AI’s operational role in A&R and institutional portfolio strategies.
Lightsmith launches technical assistance facility to deepen the impact of product and solutions offered by CRAFT portfolio companies. Learn more by following the link below. View article
Jay Koh of The Lightsmith Group discusses the $369B earmarked for climate/energy in the Inflation Reduction Act. Listen to Podcast
