Engagements — Gaya Capital
Strategic Mandates

Global Impact.
Technical Depth.

Directing capital toward sustainable infrastructure through high-conviction technical due diligence and strategic advisory.

Assets Under Advisory
$50B+
50+
E&C Companies
160+
Expert Sessions
Global
Multi-Jurisdiction
01

Core Engagements

Operational Mandates & Institutional Advisory
2021 - 2023ESG Strategy and Climate Tech Research
Japan

Japanese VC: Energy Transition SaaS Investment Research

VC Market Deep Dive and Technical Vetting

End-to-end vetting of Carbon SaaS and SaaS decarbonization technologies such as Agrisolar, Energy Efficiency and Carbon Credit platforms.

2021 - 2023
2019 - PresentPortfolio Intel
United States

$25BN Equity Boutique: ESG Advisor

Institutional Retainer

Deep-dive technical due diligence on environmental compliance risks and controversial holding analysis for a major US-based equity fund.

Retainer
2019 — 2020Multilateral
New York / Global

UN GISD Alliance: Sustainable Development Impact

Policy Frameworks

Strategic advisor to Working Group 3, tasked with formulating frameworks to scale private investment for the SDGs. Engagement operated under the institutional co-chair leadership of Nuveen and UBS.

Completed
02

Selected Case Studies

Deep Technical Intersections
Oct 2025
Strategy Intel
Strategy Consulting

Strategic Diligence: Environmental Consulting & Site Remediation Platforms

Sector intelligence on competitive positioning, inspection-driven revenue durability, and regulatory tailwinds including PFAS and IIJA mandates.

  • Environmental consulting exposure to climate mandates
  • Compliance vs voluntary market economics
Dec 2023
Public Markets
Hedge Fund

Public Company Deep Dive: Montrose Environmental Group

Assessment of organic growth durability, testing lab consolidation thesis, and PFAS-driven demand inflection for a public markets investor.

  • Technical mapping of revenue streams
  • Engineering-led advisory assessment
Nov 2023
Sustainable Alloc.
Institutional Investor

Sustainable Investing & Net Zero Market Intelligence

Mapping of climate consulting revenue streams, carbon accounting markets, and institutional adoption trends across TCFD and CSRD frameworks.

Insights incorporated into sustainable allocation strategy and manager evaluation framework.

03

Expertise Taxonomy

Technical Intel Map
65% Software
Software Stack
Carbon / EHS / ESG
65%
Environmental
Consulting
35%

Our session history reflects a primary focus on the digital transition of environmental compliance alongside legacy industrial infrastructure.

Engineering & Consulting

Sponsor Due Diligence
Competitive Landscape
Market Demand
Regulatory Drivers

Carbon Software

Carbon Accounting
Supply Chain Decarb
Market Vetting

EHS and ESG SaaS

ESG Platforms SaaS
EHS Data Providers
Regulatory Content
04

Thought Leadership

Intellectual Forums · Quant / ESG / Carbon
01

Sellside Sponsored: Hyperscaler Emissions Roundtable

Expert Panelist · Energy Efficiency & Grid Impact

Oct 2024New York, US
02

GLG: PE Portfolio Regulation Forum

Market Intelligence · Private Equity Compliance

Jun 2023Virtual / US
03

GLG Remote Roundtable: Impact Investing in Real Estate

Thematic Deep Dive · Sustainable Built Environment

Mar 2023Virtual / Global
04

Third Bridge: Carbon Accounting SaaS

Software Vetting · Competitive Landscape Analysis

Jun 2022Global Virtual
05

Sellside Sponsored: ESG and Quant Investing – Past & Future

Quantitative Strategy · Data Integration Models

May 2022Boston, US