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Know Your Valuation, Know Your Why: Scaling Smart in the Climate Economy with Josh Dorfman

  1. Know Your Valuation, Know Your Why: Scaling Smart in the Climate Economy with Josh Dorfman Alejandra Santos 1:04:02

In this episode of Scale to Exit, we sit down with Josh Dorfman, sustainability founder and investor, to unpack what it takes to scale mission-driven companies in the climate economy.

Josh shares the behind-the-scenes journey of co-founding Planted, a vertically integrated, carbon-negative building materials company that raised a $2M seed round and scaled to a $15M Series A. Now operating under the Super Cool brand, Josh dives into what founders often get wrong about fundraising, why it’s critical to know your valuation, and how to be crystal clear on why you’re raising capital in the first place.

We explore:

  • The power of vertical integration in climate tech

  • Key strategies for early-stage fundraising and go-to-market

  • What investors are looking for in this space

  • How to scale with intention, and position for a firm exit

Whether you’re a climate founder, VC-backed entrepreneur, or scaling a purpose-driven business, this episode is full of real talk and strategy.

Connect with Josh Dorfman :

Josh Dorfman | LinkedIn

 

Hi there! I’m Alejandra Santos, a lifelong learner and business strategist passionate about helping people turn their life’s work into a lasting legacy. I’m the founder of Into the Next, where I guide business owners—especially those nearing retirement—through growth, value building, and successful business exits.

With over 16 years of experience as a CFO-COO and consultant, I've supported companies from startup to scale. My mission is to ensure your business thrives and becomes a wealth-generating asset for your next chapter.

Beyond work, I love hosting my podcast Scale to Exit, exploring nature, traveling, and learning about wellness practices. I’m here to connect, grow, and make meaningful change—one relationship at a time.

Let’s build something lasting, together.