They do have a mandate to put that capital into clean tech, and I think there is a fairly robust definition of “clean tech” coming down the pipe along with that capital. The challenge is, again, that they don't follow the market. They have to make the market, which means they have to be willing and able to lose some of that money. It doesn't mean they will, but if they put it into their risk spreadsheets and count on using it in a similar way to their existing capital base, they are not going to move the market because they're going to be acting just as a private bank would.
An example would be BDC. BDC wants to go late-stage, which is good—this is growth capital, scale capital—but they are questioning whether they are going to be able to lead deals, i.e., be the lead investor to define the terms. If they go late-stage and only follow, they are not doing anything. If I lead a deal that's late-stage, I have no problem finding other investors to come in with me. That's an example.
There are two things. First, you have to be willing to lose money, and second, you have to lead deals if you're going late. I have other, more specific recommendations, but those are the two big ones.