case study

Toucan Protocol

How I helped scale a climate crypto startup to $4B in trading volume as Interim Head of Growth, building the ecosystem at the intersection of carbon markets and Web3.

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Case Study

Toucan Protocol — Building Growth Foundations in Climate Crypto

Interim Head of Growth • October 2021 – June 2022 (9 months)

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Toucan Protocol launched groundbreaking infrastructure enabling tokenization of carbon credits from the VERA registry, creating liquid on-chain carbon markets. I joined post-launch to establish growth foundations during a period of intense hypergrowth and uncertainty.

Stage: Post-launch hypergrowth Company: Toucan Protocol Team Size: 36+ employees Led 6 direct reports
$4B
Trading Volume (6 months)
95%+
Digital Carbon Market Share
OKRs
Organizational Structure
$500k
Builder Grants (with Coinbase)
Overview

Role & Context

Role

Interim Head of Growth

Duration

October 2021 – June 2022 (9 months)

Company

Toucan Protocol

Stage

Post-launch hypergrowth

Team Size

Led 6 direct reports within organization of 36+ employees

Focus

Growth foundations, org design, content creation, ecosystem scaling

The Challenge

Scaling Novel Market Infrastructure

Despite massive interest post-launch, Toucan lacked a defined growth strategy and organizational structure. The organization was hiring rapidly without clear objectives, roles, and responsibilities. Engineering was a bottleneck with 7 reports to the CTO and no product management. The ecosystem was fragmented across Klima DAO, Web3 communities, traditional carbon players, and regulators—all in uncharted territory at the intersection of carbon markets and blockchain.

What Toucan's founders had developed was truly revolutionary: An open source bridge between the traditional carbon market and the new world of carbon finance on-chain. This came with an enormous surge of interest and capital, but the rapid growth created significant challenges.

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The challenges we faced as a team

  • No growth strategy post-launch despite market interest
  • Rapid scaling without structure (lack of OKRs, role clarity)
  • Engineering bottlenecks without product management
  • Fragmented ecosystem across DAO, carbon brokers, VCs, and regulators
  • Uncharted regulatory and technical landscape
My Role

Interim Head of Growth to Build Foundations

Hired by COO Rob Schmidt as the first employee post-launch, I set expectations for a high-intensity interim engagement to rapidly establish durable growth systems while the market window was open.

John Ellison talking on camera

Key Responsibilities

  • Content strategy and narrative development
  • Community engagement and management
  • Ecosystem growth and builder relations
  • Partnership development and management
  • Organizational structure and process implementation
  • Cross-functional collaboration with engineering and product
What I Did

Built the Engine, Scaled the Team, Brought Structure

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Built the Growth Engine

  • Developed a comprehensive content strategy positioning Toucan as climate finance infrastructure
  • Led community engagement across Web3 platforms to build trust in a skeptical market whilte diversifying demand
  • Supported founder John Hoopes in launching the Toucan Builder Program with Coinbase, distributing $500,000 in grants
  • Forged ecosystem partnerships to drive adoption and integrations

Scaled the Team

  • Hired 6 team members across content, community, and partnerships
  • Collaborated closely with co-founders John Hoopes and Rob Schmidt, on ecosystem development and investor relations
  • Managed relationships with carbon market press, partners, and key stakeholders

OKR diagram showing objectives and key results in Figma

Brought Structure to Chaos

  • Implemented company-wide OKRs for alignment and accountability
  • Restructured engineering into modular product teams with engineering managers, engineers, a product manager and a designer
  • Recruited and hired the first product managers and helped establish roadmaps

Toucan's Nature Carbon Tonne launch logo

Launched Strategic Products

  • Led go to market for NCT (Nature Carbon Tonne), extending beyond BCT to nature-based solutions
  • Setup a new forum and navigated complex community stakeholder dynamics following the founder-led NCT mass rebalancing

ReFi Podcast with John, Benoit from Verra and Simar

Expanded the Movement

  • Launched ReFi Podcast to build thought leadership and community
  • Hosted pivotal podcast with Verra following their ban on tokenization of Verra carbon units (VCUs)
  • Co-founded ReFi DAO, supported over 300 founders, hosting 100% and grew into a global network with over 50+ active local nodes
The Impact

Outcomes Across Market, Ecosystem, and Organization

$4B
Trading Volume (6 months)

Through BCT platform within the first six months post-launch.

95%+
Market Share

Of digital carbon credits at peak per Toucan data.

$1B
KlimaDAO Market Cap

Achieved within 12 days of launch, emabled by Toucan infra.


Ecosystem Development

  • $500,000 builder program launched with Coinbase
  • NCT launched to expand nature-based market options

Organizational Maturity

  • Company-wide OKRs and role clarity established
  • Engineering restructured to reduce bottlenecks and ship faster
  • Product management function created for tighter alignment
The Context

How it worked

The Toucan Bridge was a one-way bridge from Verra to Toucan (TCO2s) that could be pooled into BCT (Base Carbon Tonne) for exchange with USDC. This revolutionary model made a breakthrough in digital carbon markets but had only one major source of demand and only one source of supply.

Toucan's bridge setup with Verra

Operating at a Pivotal Moment

Toucan, developed in parallel to the pseudo-anonymous KlimaDAO team, launched October 2021 into intense demand for Web3-powered climate solutions. The Toucan Bridge enabled tokenization of VERA-verified credits, with deposits into BCT pools for immediate USD liquidity—a revolutionary model at the time.

Regulation remained uncertain despite our best attempts to build trust with Verra and IETA through constant dialogue. Shortly after my interim engagement concluded, VERA changed terms of service, making the bridging mechanism non-compliant and halting volume. This validated our attempt to diversity supply and highlighted risks at the frontier of market infrastructure.

Key Learnings

What Lives Beyond the Hype

On Timing and Positioning

An interim role maximized impact during the critical launch phase while preserving flexibility amid regulatory risk.

On Structure and Speed

Hypergrowth without structure creates bottlenecks; early OKRs and org design materially improved velocity.

On Product-Engineering Alignment

Introducing product management empowered engineering to build the right things with clarity and confidence.

On Movement Building

Meta-infrastructure like ReFi Podcast and ReFi DAO proved more durable than specific product wins.

On Diversifying Supply

Our dependence on Verra was a primary risk that we identified and acted on early. Unfortunately, other intermediaries followed Verra's lead in banning the tokenization of carbon credits.

What's Next

From Toucan to ReFi DAO

This experience set the stage to found and scale ReFi DAO into a global network of 50+ local regenerative startup communities, supporting 300+ founders at the intersection of climate, technology, and systems change.

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John Ellison
Interim Head of Growth