Listen in to Keyframe's Chief Investment Officer John Rapaport's interview with Cody Simms of the MCJ (My Climate Journey) podcast series Inevitable
Some highlights:
[1:57] Overview of Keyframe Capital
[2:52] The origin of Keyframe and a story about Terawatt Infrastructure
[11:25] Understanding structured capital
[17:01] Examples of structured capital: Infrastructure as a service
[21:10] Keyframe’s thesis-driven approach
[25:56] The data center financing challenge
[31:02] When and how founders should engage with structured capital providers
[35:48] Keyframe’s current focus areas
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