档案库 · 气候与能源 · 战略决策 · 2021–2026
Stride押注越南屋顶太阳能融资：1500万美元B轮，估值增长7.25倍
Stride为越南家庭和中小企业消除屋顶太阳能的 upfront 成本；2026年5月的1500万美元B轮融资将帮助再覆盖20万人。
Stride
做的是什么生意
Stride is a Vietnam-based distributed rooftop solar and battery financing platform: it offers payment plans and insurance, combines them with technical verification and quality assurance, and works through a network of EPC installer partners to serve households and micro, small and medium enterprises.
启动资金：A $2M seed in May 2023 co-led by Clime Capital (SEACEF I) and Touchstone Partners; debt financing arranged from Sweden's Trine in 2024; an undisclosed Series A equity round in March 2025; and a $15M Series B announced in May 2026 co-led by Lightrock and TRIREC through Accelerate7.
起因
Co-founder and CEO Andrew Fairthorne started Stride in 2021 in Vietnam, betting that rising electricity demand and the country's rooftop-solar push would meet a financing layer that removed the upfront cost for households and small businesses. Clime Capital and Touchstone Partners backed the idea with seed equity in May 2023.
经过
Stride scaled across Vietnam through installer partnerships, arranging debt financing from Sweden's Trine in 2024 and closing an undisclosed Series A in March 2025 led by UOB Venture Management with Clime Capital (via SEACEF II) and Touchstone Partners. In May 2026 it announced a $15M Series B co-led by Lightrock and TRIREC through Accelerate7, with Clime Capital and UOB Venture Management returning; Touchstone took a partial exit, saying Stride's valuation had grown 7.25x since its seed and its project portfolio had nearly tripled.
结果
Still scaling. Stride says the Series B will expand its platform in Vietnam and other markets, strengthen its digital and quality-assurance systems, and widen access to rooftop solar and batteries, with a goal of helping 200,000 more people access clean energy by 2030.
背景
Stride于2021年在越南由联合创始人兼CEO Andrew Fairthorne创立，前提是只要买家必须全额预付系统成本且无法区分安装质量，屋顶太阳能和电池存储在家庭和中小微企业中就无法规模化。
答案是融资层而不是面板业务：Stride将定制融资与分期付款和保险打包，加入技术验证和严格质保，并通过广泛的现有屋顶太阳能安装商网络路由项目。Clime Capital（SEACEF I）和Touchstone Partners在2023年5月共同领投200万美元种子轮，瑞典Trine在2024年提供债务融资，2025年3月的未披露A轮引入了UOB Venture Management以及早期支持者。
2026年5月，Stride宣布由Lightrock和TRIREC通过Accelerate7平台共同领投的1500万美元B轮，Clime Capital和UOB Venture Management跟投。早期投资者Touchstone Partners部分退出，称Stride估值较种子轮增长7.25倍，项目组合近三倍；MVApulse报告称其拥有超过75家已验证EPC合作伙伴，目标到2030年帮助额外20万人获取清洁能源。
公司表示，新资金将扩展其在越南和其他市场的平台，加强数字和质保系统，并增加屋顶太阳能和电池的获取——测试分布式能源融资（而非硬件或政策）是否是东南亚屋顶太阳能的关键解锁。
这件事要成立，得有什么
- 越南住宅和中小企业屋顶板块有需求但缺融资：高前期成本和品质担忧阻碍采用，所以结账层可以解锁面板供应商无法打开的市场。
- 模式是轻资产：Stride融资和验证，超过75家EPC伙伴安装，因此增长没有依赖自有的硬件或安装队伍。
- 早期投资者加倍下注——Clime在种子、A轮（SEACEF II）和B轮都支持——Touchstone在7.25倍收益后部分退出显示论断成熟。
- 主流气候资本在B轮进入：Lightrock和TRIREC通过Accelerate7共同领投，显示模式超越了仅限影响力基金。
- 越南电力计划假设到2030年新增数十吉瓦太阳能，为屋顶融资商提供了长期需求曲线。
可借鉴之处
融资给客户而非卖硬件：消除前期成本，验证安装，让广泛的EPC网络负责交付。
后续进展
截至2026年5月24日，Stride在越南扩张，拥有超过75家已验证EPC伙伴。其2026年5月B轮融资1500万美元，由Lightrock和TRIREC通过Accelerate7共同领投，Clime Capital和UOB Venture Management跟投；早期支持者Touchstone Partners部分退出，称2023年种子以来估值增长7.25倍，项目组合近三倍。Stride表示资金将用于越南及其他市场的扩张、加强数字化和质控系统，并扩大屋顶太阳能和电池的普及，目标到2030年让额外20万人获得清洁能源。
资料来源
- Vietnam's renewable energy startup Stride raises $15M in Series B round as Touchstone partially exits
- Vietnam's Stride secures series A equity from UOB Venture Management, Clime Capital, Touchstone Partners
- Solar Financing Platform Stride Secures $15 Million Series B
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