Strategic & Financial Leadership
for Planet-Positive Ventures
We partner with climate and energy-transition companies to accelerate the path from first raise to commercial scale.
We’re the strategic finance arm for climate and energy-transition companies
From fundraising to capital allocation, unit economics to business model design — we bring the financial expertise, operating rigor, and strategic judgment to help you raise faster, spend smarter, and make better decisions.
- Fractional CFO Leadership
- VC & Debt Fundraising
- Investor-Grade Modeling & Dashboards
- FOAK Readiness
- Unit Economics & Pricing
- Cap Table & Equity Strategy
- Board & Investor Engagement
- Founder Sounding Board
- Finance Ops Buildout
- FOAK & Project Finance
- Capital-Stack Optimization
- Lender Relations & Covenants
- Incentives & Tax Credit Monetization
- Portfolio & Asset-Level FP&A
- Commercial Negotiation Support
- Margin Expansion & Cost Management
- M&A & JV Support
- Post-Merger Finance Integration
What our clients and partners are saying
“I don’t believe we would have successfully raised our Series A without Planetary Scale. Calling them a fractional CFO feels like a disservice because what they offer and deliver goes far beyond that title. I can’t recommend them enough.”
“We highly recommend Planetary Scale. Luke and his team work with multiple portfolio companies, and we’ve been consistently impressed. From building budgets and fundraising models to strategically navigating debt financing, acquisitions, and more, Planetary Scale brings sharp financial insight and execution every time.”
“As a technical founder, my focus needs to be on building and selling excellent product. Planetary Scale came in as an expert, integrated member of the team and freed me up to do what I do best. Would highly recommend!”
Meet the team
The Planetary Scale team combines years of experience across operating, investing, advisory and leadership roles. We’ve worked shoulder-to-shoulder with world-class founders and leadership teams through fundraising, pivots, inflection points, and high-stakes decisions.
Luke has served as fractional CFO for more than a dozen startups from Seed to Series B and has played a pivotal role in $200M of early-stage equity and debt financing, as well as securing large-scale grants and project financing. He works closely with founders to help them build and scale faster while avoiding common pitfalls.
Sam has supported numerous Seed and Series A climate startups through fundraising, financial strategy, and business model redefinition across agtech, commercial real estate, and energy regulatory sectors. Her five years in leveraged-finance investment banking provides deep expertise in financial strategies and structuring.
Tim helps climate tech founders raise capital and build the finance function to support it. He was VP of Finance at Vesta, an ocean-based carbon removal company, where he helped lead its Series A raise and secured over $20M across venture, government, and philanthropic sources.
Aleksandra is an electrical engineer with a background in battery tech and a former McKinsey consultant focused on energy and industrial transformation. She leverages a unique combination of technical and financial expertise to help climate-tech startups optimize operations and navigate the commercialization of new technologies.
Kaylin is a systems engineer with a background spanning energy investment banking, technology, and strategy consulting. She brings this blend of finance, strategic execution, and technical fluency to help climate tech founders build the financial rigor and storytelling they need to scale.
Laura helps climate tech startups with rigorous financial analysis, intuitive dashboarding, and operational problem-solving. She previously worked in strategic finance at Sphera and in J.P. Morgan’s Global Private Bank and holds a B.S. in Finance from Michigan State.
Diego is Planetary Scale’s Accounting Lead, preparing audit-ready books and overseeing staff accounting functions like Accounts Payable, Accounts Receivable, and Payroll. Diego brings over a decade of accounting experience working with a wide range of companies.
Grace provides operational and administrative support for the Planetary Scale team and for our clients.
Tap Into Deep Climate Expertise
Entrepreneurship and disruptive innovation are essential to avoiding environmental collapse and ensuring a prosperous, sustainable future. Yet many climate companies with world-changing potential don’t make it through the gauntlet of the venture-backed journey. Each company that struggles or fails is a loss not just for the founders and their investors, but for humanity and planet Earth too. That’s why we choose this work, and what motivates us to be the best at what we do.
Navigate the narrow path to success.
Climate companies are often capital-intensive and operate in or serve complex, physical industries. We help founders thread the needle.
Tap into diverse funding sources.
We match sources to uses — VC, venture debt, project finance, equipment leases, tax credits, and customer financing — so you raise the right capital for each stage.
First-of-a-Kind (FOAK) strategy.
We guide companies through the technical, financial, and operational challenges of bringing FOAK projects to life, including how to derisk, stage capital, and tell the right story to investors.
Balance mission with business.
We understand the tension between climate impact, customer demands, and commercial success — and help you make smart, aligned decisions.
Resources & Insights
See allPractical guides on fundraising and finance for climate founders, plus our quarterly review of U.S. climate tech funding.
