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| 1 Connecting capital with industrial innovation Material Impact of Water Technologies A Venture Capital Perspective Confidential

Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Page 1: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

|1Connecting capital with industrial innovation

Material Impact of Water TechnologiesA Venture Capital Perspective

Confidential

Page 2: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Emerald –Two Decades of Industrial Tech Investing

Confidential2

Page 3: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Global Leader in Industrial Technology Venture CapitalEmerald’s key figures at a glance

3

Portfolio companies in Europe, North America and Israel

Investing in industrial technology innovation since

Business plans p.a.

Million EUR under advisory from corporations, institutional investors & family offices

12002000

64

22600

Net IRR on recent funds>15%

Corporate Investors

Page 4: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Investing in Energy, Water, Materials & Industrial IT

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Three pillars to successfully deliver value to entrepreneurs and investors

Experience RelationshipsExpertise

Page 5: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Water Tech –A Compelling Investment Theme

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Page 6: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Increasing Water Demand Leading to Stress in Quantity, Quality & Related Resources

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Page 7: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Pain Points Intensified by Climate Change

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Increasing intensity and frequency of extreme weather events challenging infrastructures and supply

Page 8: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Entrepreneurs Driving Change

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Page 9: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Substantial & Growing Deal Flow

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Attractive investment opportunities pushed by accelerators, research institutes, conferences & trade fairs

Page 10: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Strong M&A ActivityBased on strong demand for and increasing supply of innovative solutions

Traditional Water Firms

Consulting Firms

New Entrants

Private Equity

IPOs

Page 11: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Emerald’s Success in Water Linked to Material Science

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Page 12: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Emerald Building Global Water Companies

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Investments across different segments, stages and geographies

AquaSpyTMAquaSpyTM

Pins = company locationsDark grey areas = significant sales

Page 13: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Two Examples of Successful Water Exits: Material Science at Work

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Water InfrastructureWater Treatment

Assessing material properties of water

pipes

Polymer chemistry for efficient & rugged

water filtration

Page 14: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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Questions?

Confidential14

Helge Daebel, Dr. sc. techn.Investment Director, WaterEmerald Technology Ventures

Tel +41 44 269 [email protected]/in/helgedaebel

Since 2006, Helge has been responsible for the water sector within Emerald – defining strategy, driving investment processes and supporting portfolio companies. Past and present involvements in this role: board director at Optimatics (software for advanced infrastructure planning, acquired by SUEZ) and Pure Technologies (structural monitoring of water mains, TSX listed and subsequently acquired by Xylem for USD 400M), advisor and board observer to HydroPoint Data Systems, ingewatertechnologies (UF membrane products, acquired by BASF), AquaSpy (irrigation monitoring), the Pressure Pipe Inspection Company and Takadu (pioneer in smart water grids).

Involvement in industrial alliances & activities (past & present): Co-Founder and Managing Director of Singapore based ripple2wave incubator, initial member of the Smart Water Networks Forum (SWAN), Board Director at WaterTAP Ontario, Swiss Bluetec Bridge (Chairman of Selection Committee), Advisor to Bluetech Innovation Forum & World Water-Tech Investment Summit, imagine H2O judge, Advisor to the Singapore TechXchange and to the accelerator program of the International Water Hub in Nanjing, China

Prior to joining Emerald, Helge conducted research at the Swiss Federal Institute of Aquatic Science and Technology (eawag) in the Environmental Engineering Division. He also worked at the German Federal Waterways Engineering and Research Institute and participated in various water projects in South America.

Helge holds a Ph.D. in Environmental Engineering from the Swiss Federal Institute of Technology (ETH) Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT)

Languages: German, English, Spanish and elementary skills in French.

Page 15: Material Impact of Water Technologies A Venture Capital … · Zurich and a Master’s Degree in Civil Engineering from the Karlsruhe Institute of Technology (KIT) Languages: German,

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www.emerald-ventures.com

Contact

Confidential15

European Office

Emerald Technology Ventures AGSeefeldstrasse 2158008 Zurich, Switzerland

T: +41 44 269 61 00F: +41 44 269 61 [email protected]

North American Office

MaRS Centre, West Tower661 University Ave., Suite 445Toronto (ON) M5G 1M1, Canada

T: +1 416 900 3453F: +1 416 900 [email protected]