Strategic Planning for 40 Years, Not 4 Years: Mike Reynolds, Managing Director at Ultra Capital

Explore how Ultra Capital invests $5M–$25M per company to scale mid-market energy transition infrastructure, and why Mike Reynolds pushes leaders to think in decades, not quarters.⭐ My guest today is Mike Reynolds, Managing Director at Ultra Capital.Ultra Capital is a mid-market investor in infrastructure and growth equity in the energy transition. They were founded in 2016 and have invested $5M to $25M per company across two funds.Mike’s prior work includes structured finance at a little-known firm named Goldman Sachs and founding EverVest, a financial modeling software for infrastructure investors.---🎙️ PODCAST TOPICS:Potential risks that billions of dollars in the IRA get clawed back if Republicans gain control of D.C. The financing niche they fill by sector and company stage. Why they don’t take tech risk. What they look for in a founding team. Why we should take a 40-year, not 4-year, view on our career trajectory. The need to set boundaries to protect time with family. FOMO vs. JOMO.Read their white paper on political risks to the Inflation Reduction Act here: https://tinyurl.com/yxj2xv65 And lots more!---🙏 QUICK FAVOR:Please leave a review or rating on your podcast player. This helps more listeners discover the climate CEOs and investors I interview here. ---🌎 ABOUT ENTREPRENEURS FOR IMPACT:2-minute newsletter: ⁠⁠https://entrepreneursforimpact.substack.com⁠⁠  Climate CEO peer group community: ⁠⁠⁠⁠⁠⁠⁠https://www.entrepreneursforimpact.com⁠⁠⁠Live online course about startup capital raising (coaching, peer feedback): ⁠⁠https://t.ly/V6xcB⁠⁠ DIY course about startup capital raising (170 slides, 70-item library, 250-investor list): ⁠⁠https://t.ly/QCcl5⁠⁠ Entrepreneurs for Impact is led by Dr. Chris Wedding — a 4x founder, 4x Board member, Duke & UNC professor, ex-private equity investor, ex-investment banker, occasional monk, father of three, ax-throwing champ, and super humble guy (as evidenced by this long bio). 😃