AgTech Profits Meet Planet: Where Climate Impact and VC Returns Align | Sarah Nolet, Tenacious Ventures (#128)

March 18
1h 33m

Episode Description

In climate investing, credibility is often associated with breakthrough technologies or large-scale energy infrastructure. This episode challenges that assumption by asking a different question: what if some of the most compelling climate investment opportunities lie within the everyday realities of farming?

My guest this week is Sarah Nolet, Co-Founder and General Partner at Tenacious Ventures. With a background that spans systems engineering, hands-on farming experience, and venture capital, Sarah now leads an investment firm focused on building climate resilience across global agri-food systems.

In our conversation on Sustainable & Responsible Investing 360, Sarah explains why traditional venture capital models often struggle in agriculture, and why solutions must be designed around the physical constraints farmers face every day.

We also discuss:

  • Why the “productive middle” of commercial agriculture offers significant climate and investment return potential 
  • How organizing investment theses around enduring market needs helps avoid technology hype cycles
  • Why measuring real climate outcomes, not just sustainability practices, creates stronger alignment between impact and financial performance

The conversation reframes climate-smart agriculture as a pragmatic investment opportunity, one where improving farmer economics can drive both measurable climate outcomes and competitive venture returns.


Featured Guest

 Sarah Nolet, Co-Founder and General Partner, Tenacious Ventures

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