#213 UK's New Climate Focus, Data Science in VC, Investing in DeepTech, & More w/ Arjun Jairaj (noa)

Arjun Jairaj is an investor at noa, a London-based VC firm focused on early-stage ventures in the built environment across North America and Europe. With experience spanning private equity, startup founding, and advisory roles, Arjun has worked in India, the UK, and beyond, including founding a shared economy startup called Plonk. At noa, he focuses on real estate, construction, energy, and mobility, with a strong emphasis on sustainability and climate technology. 

In this episode, Arjun shares insights on:

• Navigating regional investment differences
• The impact of political landscapes on climate tech
• Emerging opportunities in robotics and decentralized energy systems.

📝 Show Notes:

Topics 

• 00:21 Saul Griffith as Inspiration
• 03:19 Climate Consciousness Growing Up
• 07:33 noa’s Investment Process
• 12:26 Political Shifts in Climate Policy
• 22:45 Regional Differences in Built Environment

Paid version starts

• 32:37 – Contrarian Investing and VCM
• 43:58 – Business Models vs. Deep Tech
• 47:22 – Future Opportunities

Links

• Arjun Jairaj | noa
• Connect with Somil on LinkedIn | Connect with Silas on LinkedIn
• Follow CleanTechies on LinkedIn
• @Silas & @Somil_Agg on X 
• This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.