Pitch Deck Teardown: Goodcarbon's $5.5m Seed deck

Pitch Deck Teardown: Goodcarbon's $5.5m Seed deck

1. goodcarbon.earth
goodcarbon.earth
We build & manage
trustworthy, long-term
carbon credit portfolios from
Nature-based Solutions
for companies.
April 2024

2. The facts: to solve the climate crisis we need to solve the nature
crisis
Source: goodcarbon team 2
Forests
Regenerative
Agriculture
Tropical Forests
Decarbonize the
atmosphere
10bn tonnes of CO2e can be
removed or avoided by 2030
annually at attractive economics
Recarbonize the
biosphere
1 million species are threatened with
extinction many of which can be
protected and restored
Empower community
livelihood
30% of the population in global
south is highly dependent on nature
which can be supported
Mangroves

3. Source: SBTi, Net Zero Tracker, goodcarbon team 3
Almost 3,000 of the world’s leading companies have set science-based
net zero targets
2030 2040 2050
Exemplary

4. Mind the gap: For these companies to achieve net zero, carbon
removal of massive scale will be required
Source: goodcarbon team, Trove Research, BCG
Carbon removal need in 2050 compared to issuance in 2023
(in million tonnes CO2e)
x50
2023 2050
~1.5bn
~30m
2030
~200m
4

5. Source: goodcarbon team, EY 5
The price of carbon removal credits are forecasted to increase by a factor of 10-15
making it a substantial cost factor for companies
Price Risk
Announced plans Below 2°C Tech-enabled Net ZeroNature-enabled Net Zero
2030
80 – 150 USD / tonne
2050
150-200 USD / tonne
USD / tonne CO2e

6. Source: goodcarbon team 6
And companies will increasingly struggle to find high-quality carbon
credits from Nature-based Solutions elevating reputational risk
Key risk factors
Negative publicity and reputational
damage
Loss of trust and credibility between
company and its stakeholders
Reduced market competitiveness
(loss of market share)
Legal and financial risks (lawsuits, fines,
and loss of investor confidence)

7. Source: goodcarbon team 7
We enable companies to build long-term carbon credit portfolios from our
Nature-based Solutions projects to hedge against price and volume risk
Portfolio Building
2040
Forward / OfftakeSpot
Contract Options
Net-Zero
Forward / Offtake
Forward / Offtake
Stream / Bespoke Project
Stream / Bespoke Project
Stream / Bespoke Project
Stream / Bespoke Project
Scope 1+2
Climate Neutal
Forward/
Offtake
Stream
Secure spot credits for
short-term targets
Secure mid-term
carbon removal need
through forward/
offtake agreements
Build long-term carbon
removal portfolio
through carbon
streams or own NbS
projects
Spot
Launching insurance against non-
delivery in collaboration with Swiss
Re in Q2 2024
Carbon Credit Portfolio
Today

8. Source: goodcarbon team 8
We build carbon credit portfolios from exclusive Nature-based Solution
projects from three different sources
Marketplaceprojects goodcarbon Originals Bespoke project development
Collaborating with
trusted partners
Pre-Feasibility
Design
Certification
Implementation
Monitoring
15 Projects
10m carbon credits
18,000ha forest to be restored
>3 miotonnesof CO2 to beremoved
42,700 people positively impacted
Portfolio Building

9. Source: goodcarbon team 9
Our portfolio of Nature-based Solutions covers forest-, soil- and ocean-based projects
from across the globe
goodcarbon
Original
goodcarbon
Original
Portfolio Building

10. Source: goodcarbon team 10
All Nature-based Solution projects are designed to or have successfully passed our
Nature Analytics Framework
Project Standards: Integrity Initiative Alignment:
Nature-Analytics Framework

11. Source: goodcarbon team 11
We actively monitor portfolios and empower companies to optimize its carbon
credit portfolio over time and to accurately report towards stakeholders
Transparently communicate the projects
and publish project pages in your external
and internal sustainability communication.
Portfolio Monitoring Portfolio Reporting
Review your project portfolio, receive updates on the status of projects as well as updates on
their Nature Analytics assessments and adjust the portfolio in case of underperformance.
Portfolio Management

12. Source: goodcarbon team 12
Our carbon credit portfolios are trusted by leading companies
Trusted by leading companies
Strategically plan and adjust your carbon credit portfolio to fulfil
long-term climate and nature pledges to hedge against volume
and price risks
Plannable Climate & Nature Pledges
Ensure the quality of your NbS portfolio based on our Nature
Analytics framework which analyses impact, risk and integrity
along 165 criteria
Verifiable Nature, Climate & Social Impact
Optimize your portfolio performance by customizing based on
your environmental footprint and reporting requirements
Amplified Return on Carbon Credit Investment
Collaborating with innovative partners

13. Source: goodcarbon team 13
We contracted revenues of EUR XXm with trusted brands on the
demand and the supply side
TractionHighlight
2022 2023
Contracted Revenues (in k EUR)
Contracted
Q4 Q1 Q2 Q3 Q4 2023 Q1
2024
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14. Source: goodcarbon team 14
We have generated XX in revenue from reputable brands at attractive
customer economics
Client Revenue in EUR k Gross margin
Company 1 X%
Company 2 X%
Company 3 X%
Company 4 X%
Company 5 X%
Company 6 X%
Company 7 X%
Company 8 X%
Company 9 X%
Company 10 X%
Other X%
Sales cycle: X-X months
Median contractvalue: XEUR
Median contractvaueICP: XEUR
Average grossmargin(transactions): X%
Sales personefficiency: X
Key Metrics
TractionDeep-Dive

15. Source: goodcarbon team 15
We have built-up an exclusive spot and forward inventory of ~9,000k
tonnes across Retail, Marketplace and Originals
TractionDeep-Dive -Supply
Retail Platform Originals
X
Spot
X
Forward
X X
X
Spot
X
Forward
X X
X
Spot
X
Forward
X X
Inventory(in k tonnes)
Avoidance
Removal
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16. Source: goodcarbon team
We are developing the Great Green Wall to sequester >2m tonnes of CO2
and retore 10,000 hectares of land
goodcarbon Originals Project
The Great Green Wall of Gujarat is a community led and
managed project which aims atbuilding a Bio Shield along
1,000 km (out of 1,600km) long coastline of the Gujarat State
by restoring mangroves.
Along with Climate and Biodiversity benefits this project
addresses three Major problems faced by the Gujarat
Coastline: 1) Soil Erosion& resulting costal instability 2) Sea
Water Intrusion 3) Providing livelihood opportunities to isolated
marginalized communities(mostly Tribals)
The Project is being developed by an NGO which has 45 years
of experience inrural development activities and has restored
2300ha of Mangroves till date - they workon the issues of
environment and ecology development linked with poverty
alleviation and livelihood enhancement
ofmarginalizedcommunities.
India Removal Mangroves
Exclusive flagship project
16
>1.5-3.0m
milliontonnesof
CO2 to
beremoved over
project lifetime​
10,000hectares of
forest and
biodiversity to be
restored
1.6 Millionworkdays created​
1,000kmBioshieldtoprotect​
250villages on thecoastline

17. Source: goodcarbon team 17
We are an experienced team with diverse backgrounds
Team
Jérôme Cochet
Co-Founder & MD
David Diallo
Co-Founder & MD
Dr. Nicola Rodewald
Director NbS
Ricarda Röller
Director Biz Dev
•Global MD at
Dunnhumby
•SVP at Zalando
•Engagement Manager
at McKinsey
•INSEAD
•Multi-Exit Entrepreneur
•GoodJobs
•GoodBuy
•Enorm
•epubli
•myphotobook
•PhD in Biology
•Engagement Manager
at McKinsey
•MD of company in
health sector
•Engagement Manager
at Kearney
•London Business
School

18. 18
Let’s restore nature,
together!
goodcarbon
goodcarbon.earth