Ezra thesis
Opportunities where automation and leverage from software enables financial products to scale (e.g., novel point of sale tools for solar installers, underwriting credit, etc.)
Emerging sectors, technologies, and markets with strong demand, but are overlooked by traditional finance because they are sub-scale, lack credit history, or liquidity (e.g., financing solar for emerging markets or commercial solar in the US)
Building investment platforms and structures that both standardize and de-risk opportunities so investors can deploy more capital

Climate change
reversal & adaptation

Storage &
grid services

Distributed &
community solar

Regenerative
agriculture

Electric
mobility

Innovative & lower
cost capital into mature
& emerging markets