Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sofia Caycedo

Madison,USA

Summary

Investment professional with five years of experience in equity investing, with a dedicated focus on energy and climate-related transactions. I have worked on a broad range of deals, including wind, solar, and battery storage projects, a first-of-a-kind (FOAK) plant, and several innovative ventures and funds. I bring strong quantitative and analytical skills, a collaborative mindset, and a results-driven approach. I hold two master’s degrees in Environmental Management and Economics from Yale University.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Maternity Leave

Pregnancy
05.2025 - Current

Consultant

Regeneration.VC
01.2025 - 04.2025
  • Led fundraising efforts for several major grants, including proposal development, financial model preparation, market analysis and pitch preparations.
  • Drove market expansion into key European regions by sourcing and evaluating 200+ companies, resulting in a robust pipeline and improved deal flow.
  • Contributed to the design and implementation of the fund’s new cutting-edge impact measurement framework.
  • Conducted in-depth industry research on climate tech investing trends.

Investment Associate

Invest-NL
02.2023 - 01.2025
  • Played a key role in closing equity investments in climate tech ventures and venture capital funds: deal origination, in-depth industry research, designing and evaluating complex financial models, assisting in deal structuring and negotiations, reviewing commercial contracts and agreements, investment memo writing, and leading the due diligence process.
  • Closed 3 investments totaling $40m
  • Managed three portfolio companies through financial and impact performance reviews, company check-ins, stakeholder management and board observer responsibilities.
  • Chaired the steering committee during H1 2024, thereby evaluating and prioritizing all incoming investment requests, streamlining the decision-making process and enhancing the quality of the investment pipeline.

Junior Investment Manager

Triodos Investment Management
03.2022 - 02.2023
  • Played a key role in closing equity investments in energy projects and ventures: sourcing investment opportunities, performing industry research, designing and evaluation financial models, helping draft commercial contracts, leading due diligence and closing processes, and leading investment memo writing.
  • Closed 5 investments worth $40m, led sale of $5m solar asset.
  • Managed a portfolio of five equity and mezzanine assets, with duties including financial model updates, liaising with asset managers and other stakeholders, performance review writing, and board observer duties. The fund’s portfolio value grew by 80% between June 2020 and February 2023.
  • Enhanced investment team efficiency and direction as the team’s Scrum Master by chairing all team meetings and the monthly sprint planning.
  • Co-designed and implemented the fund’s new financial model, enabling accurate quarterly valuations for a €200 million portfolio.

Internal Accountant (Investment Analyst)

Triodos Investment Management
06.2020 - 02.2022
  • Helped close equity investments in renewable energy projects and a renewable energy fund: responsible for financial analysis, market research, ESG and impact assessments, managing the due diligence and closing processes, sourcing new investment opportunities and drafting investment memos.
  • Responsible for performing fund valuation financial model updates and leading quarterly valuation process, being key contact for internal and external stakeholders, managing disbursement processes and helping improve portfolio value from a financial and impact perspective.

Summer Intern

Rwanda Green Fund
06.2019 - 08.2019
  • Supported Rwanda’s national investment fund for climate change with identifying and assessing new investment opportunities.
  • Led research report on feasibility of investing in low carbon “special economic zone” development, for Government of Rwanda.

Consultant (remote, Part-time)

United Nations Development Programme
05.2018 - 08.2018
  • Hired as a consultant during my studie to lead a United Nations research study on country policy alignment with the SDG’s in St. Vincent the Grenadines.

Education

Master of Environmental Management - Business & Environment

Yale University
New Haven, CT
02.2020

Master of Arts - Economics

Yale University
New Haven, CT
02.2020

Bachelor of Science - Earth Sciences

University of Amsterdam
Amsterdam, The Netherlands
06.2017

Skills

  • Project finance
  • Private equity & subordinated debt
  • Financial modeling
  • Due diligence (commercial, financial, technical, impact)
  • Stakeholder management
  • Evaluating commercial contracts and agreements
  • Managing investment processes
  • Excellent verbal and communication skills

Certification

  • Renewable Energy Project Finance Modeling (Pivotal180)
  • Best Practice Financial Modeling (F1F9)
  • Chartered Financial Analust - Level 1 (CFA)
  • Certificate in Entrepreneurial Finance (Amsterdam Institute of Finance)

Timeline

Maternity Leave

Pregnancy
05.2025 - Current

Consultant

Regeneration.VC
01.2025 - 04.2025

Investment Associate

Invest-NL
02.2023 - 01.2025

Junior Investment Manager

Triodos Investment Management
03.2022 - 02.2023

Internal Accountant (Investment Analyst)

Triodos Investment Management
06.2020 - 02.2022

Summer Intern

Rwanda Green Fund
06.2019 - 08.2019

Consultant (remote, Part-time)

United Nations Development Programme
05.2018 - 08.2018

Master of Environmental Management - Business & Environment

Yale University

Master of Arts - Economics

Yale University

Bachelor of Science - Earth Sciences

University of Amsterdam

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