Podcast: John on MCJ's Inevitable

Listen in to Keyframe's Chief Investment Officer John Rapaport's interview with Cody Simms of the MCJ (My Climate Journey) podcast series Inevitable

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• MCJ Website: https://mcj.vc/inevitable-podcast/keyframe-john-rapaport

• Spotify: https://open.spotify.com/episode/5eNhZ1sr5EW9m3TQsrRGUw?si=c8ccb3cde9a74cfb

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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