Inside the Capital Stack: What’s Fundable Now and How to Spot the Next FOAK Winner

​Every billion-dollar First-of-a-Kind (FOAK) project starts with a check from a seed-stage believer. This session helps early-stage climate investors connect the dots between their first check and the future of commercial-scale infrastructure.

​Get the latest insights on the current regulatory and funding landscape for climate tech with special focus around FOAK financing. Joel Armin-Hoiland has helped win over $1.6 BILLION in government grants, with $750 million going to FOAK projects. He brings this intel from deep within the ecosystem to share what’s actually happening on the ground.

​You'll get a clear look at evolving funding priorities, the types of companies best positioned for non-dilutive capital, and what the capital landscape could look like over the next 6–12 months.

​We’ll cover:

• ​What’s actually happening in the political environment and what’s likely ahead

• ​How to diligence startups for FOAK potential even at the pre-seed stage

• ​What kinds of technologies and companies are highly grantable

• ​The evolving role of grants within the broader capital stack and how they can unlock other forms of financing

• ​A primer on project-level funding and how it fits into the capital strategy for climate tech companies

​Whether you're investing in innovation or building it, this session will help you understand the capital flows shaping the sector.