Our Investment in Infyos
Sharing through Intercalation Collective
With the newsletter, we’ve loved seeing all the founders, companies, and deals we’ve been able to get sneak peeks at over the last few years. It’s important to collectively learn in public about new startups, battery R&D, and early-stage investments. I hope to invest more in exciting early-stage companies like this and share my learnings with you.
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What is Infyos?
Infyos is a platform to help battery supply chain players understand, manage, and improve supply chain resilience and sustainability. Proper management of supply chains is essential to every battery business. The Infyos platform allows companies to:
Gain visibility into materials and suppliers across the supply chain, and help develop strategies to measure, manage, and report across the chain.
Assess and report their impact and risks from canal blockages to human rights concerns, and allow customers to respond and hop to more sustainable and resilient chains.
Build internal tools to stay on top of company net-zero goals and customer requirements and comply with carbon and battery legislation.
Why did we invest?
📈 More sustainable policy and market trends. In Europe, lawmakers have agreed on rules including the EU Battery Regulation to make batteries more sustainable and reusable, covering the entire battery life cycle from the extraction of materials and industrial production to disposal. Companies selling batteries in the European markets must implement a “due diligence policy,” addressing ESG risks linked to the sourcing, processing, and trading of raw materials. Many manufacturers and producers must consider these requirements by reviewing their supply chains. In addition, as batteries become a commodity in many applications, factories look for methods to differentiate themself on other metrics besides traditional performance indicators. For example, Northvolt has a published target of 10kg CO2e/kWh for their cells in 2030, and OEMs have worked on studies looking at their impact on the supply chain (examples: 2021 Tesla Impact Report, Volvo carbon footprint report).
🏭 It’s a complex problem to solve. The supply chain for batteries is complex and involves many different suppliers and manufacturers. The number grows by the week, making it difficult to trace the origin of the materials. With the battery industry booming, this will lead to fluctuations in raw materials, material prices, lead times and deliveries, mining practices, and new technologies. While hiring bespoke consultants to execute these sustainable tracing projects could be acceptable before, it’s become unscalable and now critical and an ideal time for a platform to help companies track their supply chains.
👨🔬 Strong founders with hardcore experience in sustainable supply chains. I first ran into Sarah at a battery pitch event in London, and we talked about supply chains for batteries and what she was working on from the Carbon13 climate tech startup accelerator. Sarah spent years working at Everledger building sustainable supply chains for ethical gems. She met her co-founder Tony at the accelerator, who had spent the last 3 years founding and building Pact Coffee where he had built a sustainable supply chain platform for coffee beans!
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Investing in start-ups and early-stage businesses involves risks, including illiquidity, lack of dividends, loss of investment and dilution. It should be done only as part of a diversified portfolio. Intercalation Collective is targeted exclusively at investors who are sufficiently sophisticated to understand these risks and make their own investment decisions. You will only be able to invest via Intercalation Collective once you are registered as sufficiently sophisticated. This content is for informational purposes only and should not be considered investment advice. Review our full disclaimer here.
We are shareholders in Infyos.