Co-Invest Fund I

Carbon Equity's recent funds are limited partnerships under Dutch law with a general partner (Carbon Equity) and limited partners (investors). A separate foundation holds legal title to the assets of the fund to ensure that those are separate from Carbon Equity. Funds are treated as non-transparent (or opaque) for Dutch tax purposes. The funds qualify as a fiscal investment institution (fiscale beleggingsinstelling), to ensure that there is no taxation at the level of the fund but only in the hands of the investor.

No, investors cannot select specific companies. You will be invested in the entire portfolio of a fund. Diversification across multiple companies reduces single-company failure risk.

A professional investor is someone who, under European financial regulations, is considered to have the experience and financial capacity to make informed investment decisions without the same level of regulatory protection as retail investors.

Yes, you can request to qualify as a professional investor with Carbon Equity by meeting specific criteria related to your financial portfolio, professional experience, and transaction history. You can learn more on our professional opt-up page.

Because professional investors operate with fewer regulatory protections, regulations allow us to offer them more flexible terms:

• A lower minimum investment than the standard ticket size for each fund.
• A smaller first capital call, expressed as a percentage of your commitment rather than a fixed minimum amount.

If you would like to discuss whether qualifying as a professional investor is right for you, please get in touch with our team.

The average commitment is different per fund, but tends to be significantly above the minimum commitment amount per fund. The minimum commitment amounts differ per fund as can be seen in the fund detail pages

• Climate Tech Portfolio Fund IV: €100,000
• Climate Infrastructure Fund I: €100,000
• Access to Climate Tech Fund II: €20,000
• Co-Invest Fund I: $250,000
• Energy Transition Debt Fund I: €100,000

The minimum commitment might not lead to the optimal return profile. We cannot give you investment advice, but if you'd like to learn more about what best suits your specific investor profile, we suggest to get in touch with our team.

Investing with Carbon Equity is easy and can be completed fully digitally:

1. Explore our funds on the website, or book a call with our team to talk through your options.
2. Create an account on our platform.
3. Reserve your investment. This is a non-binding step that lets you continue onboarding.
4. Complete your onboarding and sign your subscription form. This confirms your commitment.
5. Receive your first capital call after the next close of the fund.

Some Carbon Equity funds are denominated in euros, while others, such as Co-Investment Fund I, are denominated in US dollars. Underlying investments may also be made in different currencies, regardless of the fund's denomination. For example, Climate Tech Portfolio Fund IV invests in companies across North America and Europe, so part of the portfolio is naturally exposed to the US dollar.

For investors whose home currency is the euro, this means the value of your investment, your capital calls, and your distributions can move up or down with exchange rate fluctuations, in addition to the performance of the underlying companies and projects. A stronger US dollar increases the euro value of US-denominated holdings; a weaker dollar reduces it.

We do not hedge currency exposure at the fund level. Hedging adds cost and complexity, and over the long horizons typical of private market investments, currency movements tend to play a smaller role than the underlying performance of the companies. If you are sensitive to currency risk, you should factor this into how a Carbon Equity fund fits within your broader portfolio.

Each fund page indicates the fund's denomination and main geographic exposure, so you can see at a glance which currencies are involved.