Carbon Streaming for Impact Investors

Disclosure. This page is for professional / accredited / qualified investors only. It is not a public offer and does not constitute an invitation to subscribe for securities. Any commitment is subject to full due diligence, KYC/AML and acceptance under applicable securities laws in the United States (Reg D 506(c)), Singapore (SFA Accredited/Institutional Investors), Hong Kong (Professional Investors), and UAE (Qualified/Exempt regimes in DIFC or ADGM). Target returns are estimates, not guarantees.

Carbon Streaming for Impact Investors

Quick take: We pre‑fund high‑integrity carbon projects (peatlands, avoided deforestation, cookstoves, restoration) and lock in a share of future credits at a fixed or banded price. We then sell those credits forward or into the spot market. Cash flows back as credits settle or as we syndicate tranches. Mispriced jurisdictional risk + scarcity of premium credits = fat spreads. If you qualify, you can ride that spread with us.

1. Snapshot

Item Outline
Vehicle Private fund / feeder structure with SPVs for each stream. Exempt offerings only; no retail.
Strategy Advance capital to project developers via streaming contracts; receive % of verified credits for 8–15 years.
Use of Proceeds Project MRV, community benefit escrows, implementation capex, verification fees, contingency.
Target Gross IRR 18–25%+ (scenario dependent). Net IRR depends on fees, leverage (if any), and exit timing.
Minimum Ticket Typically USD 1–3m; side letters for larger allocators.
Fee Outline Mgmt fee on committed or invested (deal-specific); performance fee over preferred return. Full schedule in docs.
Liquidity No daily liquidity. Secondary windows and strip sales optional. We also pre-sell forward strips for partial cash yield.
Key Risks Policy shifts, methodology changes, under‑issuance, buyer freeze, FX. Mitigants baked into contracts & insurance.

2. How the Model Pays

Step 1 — We fund early.

Capital lands before first issuance: baselining, community deals, hydrology work, verification. That’s the choke point most projects can’t cross.

Step 2 — We fix the stream.

Contract gives us a defined slice of future credits (or revenue share) until a volume or tenor cap is hit. Floors, collars or CPI‑linked escalators protect margin.

Step 3 — We monetise.

  • Pre-sell to corporates under offtake (variable or fixed pricing bands).
  • Sell spot into exchanges/brokers once credits post to registry.
  • Syndicate part of a stream to de‑risk and recycle capital.

We may layer insurance (delivery, political, permanence) and put everything through ICVCM/VCMI filters to keep premiums intact.

3. Return Mechanics & Scenarios

Cash comes back in three forms:

  • Credit sales margin: Our cost per tonne vs realised sale price.
  • Carry / syndication gains: Selling down streams at higher implied prices as integrity frameworks tighten supply.
  • Optional fee income: Arranging/success fees from co‑investors or corporates (recycled into the pool or kept at GP level, disclosed in docs).

Base case assumes staggered issuances 2026–2034 with blended exit multiples on retained streams. Downside = slower issuance, policy drag, price softness. Upside = Article 6 clarity + CBAM spillover + corporate Scope 3 panic buying.

4. Who Can Come In & On What Terms

  • USA: Accredited investors only; offering made under Reg D 506(c). We verify status before sending full materials.
  • Singapore: Accredited / Institutional investors under SFA exemptions. No public invitation.
  • Hong Kong: Professional Investors (PI) as defined in the SFO. Materials are not for the public.
  • UAE (DIFC/ADGM): Qualified or Exempt Investor categories. Minimum subscription applies; not for retail clients.

We gate the data room. You tick the boxes below, we open the door. Simple.

5. Risk Controls We Actually Use

  • Article 6 & host‑country risk: Side letters on Corresponding Adjustments, escrowed community payments, government consent where required.
  • Methodology drift: Reopeners if standards shift; buffer pools and insurance for reversal/permanence.
  • Counterparty risk: Step‑in rights, replacement clauses, staged disbursements.
  • Price risk: Floors/collars in offtakes, diversified project mix (avoidance + removal), optional hedges.
  • FX & transfer: Multi‑currency accounts, local SPVs, tested remittance paths.

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Disclaimers

  • Not an offer or solicitation. Any offer is made only through definitive documents.
  • Past or modelled returns are not promises. You can lose capital.
  • Jurisdictional limits apply. If you are not a professional/qualified/accredited investor, leave this page.
  • Environmental impact claims rely on third‑party verification and can change if methodologies change.

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