providing the tools for growth with cleantech
DESCRIPTION
Presentation by Lassi Noponen, Chairman of Cleantech Invest, held at the Nordic Seed Capital Summit in Stockholm, 19 May 2011.TRANSCRIPT
Providing the Tools for Growth within Cleantech
Presenta)on to Nordic Seed Capital Summit Stockholm 19.05.2011
Lassi Noponen Chairman
Cleantech Invest
www.cleantechinvest.com
Cleantech Invest & Clean Future Fund
• Cleantech Invest (CTI) is a fund management and investment advisory firm
• CTI has served large institutional clients in the Nordic area since 2005
• The CTI team has a long and successful track record in clean technologies as entrepreneurs, investors and investment advisors
• CTI has been mandated official cleantech accelerator status by the Ministry of Employment and the Economy
• CTI is the manager of early stage cleantech investment fund, Clean Future Fund (CFF)
www.cleantechinvest.com
• Many investors perceive the current global financial situation negatively…
• However, the global financial crisis has changed the landscape in favor of strategic investors…
• These factors create a terrific venture capital opportunity for those who can balance risk and return
Confidential
About General Market/Investment Environment…
www.cleantechinvest.com
• Globally, we have entered a period where we realize there are finite resources
•
• The world is becoming strained by rising demand
• Public awareness of these trends is significantly affecting society
• These trends will not subside until massive amount of new technologies and solutions are deployed
Resources
Energy Food Fuel Arable Land Water Basic Materials
Foundations Behind Cleantech Boom
www.cleantechinvest.com
Overview of Cleantech Areas
5
• Cleantech as an investment theme cuts across multiple industrial sectors
Energy Waste
Renewable energy
Energy storage and distribu)on
Energy efficiency and reliability
Water New
materials Clean industrial
processes
Industrial pollu)on abatement
Air pollu)on control
Power plant conversion efficiency improvements
Environmental metering
Nanotech
Light materials
Biomaterials
Chemical subs)tutes
Purifica)on
Desalina)on
Irriga)on
Hazardous waste treatment
Recycling
Sensing & Control
Waste minimiza)on
www.cleantechinvest.com
Overview of Growth Drivers
Increasing cost of energy and natural
resources
Climate policy & environmental regula)on
Energy security & geopoli)cs
Decreasing cost of new technologies
Water scarcity & pollu)on
6
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www.cleantechinvest.com
Where is the growth opportunity?
• The truly innovative technologies, that will have to be separated from the massive branding “green wash” of traditional industry, involve
• new clean resources • displacement of unsustainable traditional ones • Material and energy efficiency
• Population growth not sustainable in relation to resources...energy and resource scarcity to be greater growth driver than climate change
• Supply and demand • Energy vs materials • Absolute vs relative • down shifting and declining standard of living?
www.cleantechinvest.com
• Nordic area produces large and disproportionate number of high quality innovations but industrial investments into Nordic area will be limited in coming years..
• Build from national strengths and seek leadership in high value added activites and value chains dominating segmets
• Energy efficient buildings • Energy efficiency in industry • Electrification of transportations • Forestry: new materials vs energy • Offshore / Ocean: energy and biomass
• Technology increasingly sold as a service concepts
Some Cleantech Sweetspots for Nordics
www.cleantechinvest.com
• How do we get Nordic companies to be the solutions providers and brands in growing international cleantech market?
• Advanced / leading home market is a big benefit • How to finance pilots? • PPP model in financing growth companies • Education • Nordic countries role in global economy – early stage ”Idea
Engineering”, production of new product and process innovations.
Policy Matters
www.cleantechinvest.com
Strategy in Action...
