What we do
Restoration Climate capitalizes on investment and arbitrage opportunities in the environmental commodities markets.
Our initial strategy captures value at the intersection of global compliance and voluntary carbon markets. Project-based carbon credits will become the fungible commodity across global carbon pricing mechanisms, including emissions trading schemes, carbon taxes, and industry or geography-specific carbon markets. Restoration serves as the go-to capital partner for high-quality carbon projects by committing to long-term offtake agreements, unlocking the rest of the carbon finance capital stack, and empowering developers to drive enduring climate impact.
At Restoration, carbon is just the beginning. The systems we’re building to unlock carbon markets will power a broader platform for investing in the planet across environmental commodities and investment mechanisms.
Who we serve
Restoration serves as a long-term trusted partner and offtaker to project developers, providing a demand signal that unlocks the rest of the carbon finance capital stack. Within carbon, we target carbon removal projects with Core Carbon Principle designation, compliance eligibility, or Article 6 tags.
Developers
Investors
Restoration partners with strategic and institutional investors in several capacities, including origination, syndication, and coinvestment. We provide various intelligent entry points for investors looking to bet on the global energy transition and drive impact in the environmental commodities markets.
Corporations
Restoration provides high-quality environmental credits to large enterprises, multinationals, and government entities for both compliance and voluntary use cases. We specialize in long-term forward purchase commitments and large-volume portfolio construction.
Governments
Restoration serves as a strategic partner and environmental commodities supplier to governmental entities and regulated stakeholders as they navigate carbon pricing and emissions management.
The Power of the offtake
The offtake agreement - usually in the form of an ERPA (Emissions Reduction Purchase Agreement) - serves as the lynchpin in the carbon finance capital stack. Offtake agreements typically consist of an initial prepayment and long-term results-based financing, aligning incentives between project developers and investors or buyers. Early-stage projects receive critical funding, a bankable demand signal, and support to scale activities and achieve maximum impact. As projects generate returns, profits enable further investing into environmental initiatives, creating a continuous cycle of ecosystem restoration and climate impact. All parties, including Planet Earth, benefit from a high-quality project that delivers on its promises.
Investor & Buyer Benefits
As the offtaker, Restoration benefits from locked-in preferential pricing and predictable supply. Shortfall mechanisms and milestone-based payments provide downside protection, while uncapped appreciation of the contracts provide equity-level returns potential in a shorter time horizon. Generally speaking, carbon markets are also uncorrelated with major stock indices and index ETFs, providing a unique diversification opportunity.
Developer Benefits
The offtake agreement provides the developer with funding, stability, and a demand signal – key ingredients for designing and developing high-integrity carbon projects. This buying commitment improves the bankability of the developer and acts as critical non-dilutive capital, unlocking less expensive debt or equity funding for the developer. In turn, a well-capitalized project can execute with integrity and precision.
Technology
Restoration’s proprietary software platform surfaces the highest-quality carbon opportunities globally. Our in-house technology’s algorithm evaluates over 25,000 projects from more than 3,000 developers and 500 methodologies using 43 rigorously calibrated metrics spanning commercial potential, environmental integrity, and risk considerations.
With real time tracking of global markets and geopolitical developments, ICOS₂ delivers forward-looking insights and trend analysis to power smarter investment decisions.