Investing in Hard Tech for a Sustainable Future with Pangaea Ventures
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In this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Sarah Applebaum, partner at Pangaea Ventures, a leading hard-tech-focused venture capital firm dedicated to investing in groundbreaking companies that advance planetary health. Sarah shares Pangaea’s unique investment thesis, emphasizing technologies in industrial decarbonization, energy transition, sustainable materials, food systems, and critical metals, all aimed at addressing some of the world’s most urgent environmental and human health challenges.
Listeners will gain a deep understanding of Pangaea’s rigorous due diligence process, which prioritizes companies that have moved beyond the lab with proven commercial traction and strong founding teams. The episode explores the evolution of Pangaea’s investment strategy over 25 years, its expansion into health sciences, and its recent efforts to engage with innovation hubs in Japan.
Sarah also discusses the complex cultural and geopolitical dynamics shaping sustainability investing worldwide, highlighting the importance of global scalability and the nuances of regional priorities. The conversation provides a compelling look at the intersection of hard tech, venture capital, and long-term impact investing, including emerging trends in semiconductor manufacturing, AI’s implications for planetary health, and sustainable metal recovery.
Finally, Sarah reflects on lessons learned throughout her career, offering advice about patience and growth for aspiring professionals and shares her dream guest for the podcast—Bill Gates, whose global philanthropic focus aligns with many of Pangaea’s core missions.
Essential listening for investors, entrepreneurs, and anyone passionate about leveraging technology to create a healthier, more sustainable future. Don’t miss the chance to hear practical insights and visionary perspectives on building the future of hard tech innovation.
Learn more about Sarah's work at https://www.pangaeaventures.com/ and read teh 2025 Hard Tech Report at https://static1.squarespace.com/static/66c7b645f1e53508cb7f78f4/t/6833c5c7e5649e5bdcfe5778/1748223481405/Pangaea-Ventures-the-Hard-Tech-Report_2025.pdf
Connect with Sarah on LinkedIn at https://www.linkedin.com/in/sarahapplebaum/
Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/
Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com
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