In this episode of 0100 Impact Talks, we sit down with George Darrah, General Partner at Systemiq Capital, to explore how the firm is investing at the intersection of AI and the physical world — from electrification to applied AI and decoding nature. George shares the unconventional origins of Systemiq Capital, its deep and ongoing relationship with the climate advisory firm Systemic, and how this partnership creates a unique platform for scaling climate solutions globally.
We dive into the fund’s evolution from its early days within Systemic to its current $100M+ strategy, the upcoming Fund III, and why the team has intentionally focused on private LPs to maintain geographic and strategic flexibility. George also unpacks their investment themes, the importance of software-enabled hardware, and standout portfolio stories such as Basecamp Research’s partnership with NVIDIA.
A conversation filled with insight on scaling real-world impact, building a world-class climate tech team, and why the future of venture lies where AI meets atoms.
he third edition of 0100 International — organized by Zero One Hundred Conferences in partnership with the Milan City Council’s Department of Economic Development and Milano&Partners — brought together the global private markets community for a high-signal, execution-focused gathering held from October 27–29.
François Candelon, Partner for Value Creation & Portfolio Monitoring at Seven2, shares how the firm aligns every investment around a clear “exit animal”—a vision of the company at exit—and uses disciplined execution, AI-driven transformation, and sustainability as levers for resilience and premium valuations. From reengineering core processes with AI to embedding decarbonization into business strategy, Candelon explains how Seven2 builds companies that are not just exit-ready, but future-proof.
Private markets are entering a new era where trust, compliance, and technology converge. While public markets enjoy automation and transparency, private assets still depend on paper-based, fragmented systems. Antonio Chiarello, CEO of Weltix, argues that the next leap forward is not just digitization, but the creation of digital infrastructures that redefine ownership. In this conversation, he discusses why friction is structural rather than technological, how regulation enables innovation, and how programmable liquidity and transparency can channel more private capital into real economic growth.
