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THE EVOLUTION OF CLEANTECH

Cleantech Invest -aamupala 14.1.2016

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Page 1: Cleantech Invest -aamupala 14.1.2016

THE EVOLUTION OF CLEANTECH

Page 2: Cleantech Invest -aamupala 14.1.2016

ENERGY AND RESOURCE EFFICIENCY: CAPITAL LIGHT + HIGH IMPACT

Lumeron

8%

20%

37%

14%

21,2%

23,1%

44%

1,0%

3,3%

9,3%

12,9%

2,4%

14,3%

4%

10,0%

Page 3: Cleantech Invest -aamupala 14.1.2016

Capital light, smart, high impact businesses within the cleantech universe

ENERGY & WATER INTERNET OF THINGS SUSTAINABLE LIVING SHARED ECONOMY

OUR INVESTMENT FOCUS

Page 4: Cleantech Invest -aamupala 14.1.2016

GLOBAL ENERGY & RESOURCE EFFICENCY

Page 5: Cleantech Invest -aamupala 14.1.2016

INVESTORS, ENTREPENEURS, DOERS

- Grown companies as entrepreneurs and investors

- Raised a total of approximately €180 million in funding

- Successfully exited investments and our own companies

Page 6: Cleantech Invest -aamupala 14.1.2016

WHAT WE DO

Get the money

Always remember to get the money

Never forget to always remember to get the money

“The three most important things a manager does,” - Alice Cooper manager Shep Gordon

Page 7: Cleantech Invest -aamupala 14.1.2016

PORTFOLIO COMPANIES

Page 8: Cleantech Invest -aamupala 14.1.2016

20%

Page 9: Cleantech Invest -aamupala 14.1.2016

Electricity Self Sufficiency

Worth knowing… 2014 growth +177%, Profitable @ 1MEUR Sales 2015 order intake 7.4MEUR whereof 4.5MEUR to be delivered during this year >20 MEUR Order pipeline, 400 MEUR Offer Base

Market gap in small scale electricity production Requires low maintenace and

installation thresholds

Integrates different types of power sources into hybrid power plants Turn-key out of box grid quality

power from any renewable source Complete power plant in 12 weeks

20%

Page 10: Cleantech Invest -aamupala 14.1.2016

44%

Page 11: Cleantech Invest -aamupala 14.1.2016

Compressed air savings as a service

Worth knowing…• First project delivered in 2014, 800kEUR annual verified savings• 4 projects signed with expected revenue 3.3–5.3 MEUR over 3

years• Big pipeline, in discussion with over 20 new energy saving

customers in Europe and China, most with >MEUR 1 revenue expectancy for Enersize

Cuts compressed air energy costs by 15-35%• Software and IoT sensor networks

to manage consumption • Sold as revenue sharing service • 10x project ROI

44%

20 Bn EUR market in compressed air inefficiencies• Focus: China + Europe

Page 12: Cleantech Invest -aamupala 14.1.2016

8%

Page 13: Cleantech Invest -aamupala 14.1.2016

Amazon user experience at eBay item cost

Swap makes it easy, affordable and safe for buyers and sellers Acting as the trusted middleman

and distribution center Proven ability to generate

margins even from low priced items

8%

Internet Resale of used items inconvenient, risky and requires separate shipping and seller interaction for every single item Used and outgrown Kid’s item

>$30 BN market in US alone

Worth knowing… Average growth 17% month on month for 2 years Margins improved further with higher commission model Just moved to new 3 hectare size fulfillment center to enable 160MUSD

annual revenue

Page 14: Cleantech Invest -aamupala 14.1.2016

GROWTH 2013–2014 - H1 2015 ALREADY +17%

Page 15: Cleantech Invest -aamupala 14.1.2016

A PARADIGM SHIFT THAT NEVER HAPPENED… OR DID IT?

2010 20152000 2020

$30,000

$10,000

EV Battery Cost

2005

$/kWh

$30

$10

2005 2010

Solar Electricity Cost

$20

Nuclear Energy

20152000 2020

Natural Gas

$/kWh

BandwidthDown 10x

Sensor cost

Down 3x

ProcessingPower

Down 4x

Page 16: Cleantech Invest -aamupala 14.1.2016

DRASTIC COST REDUCTIONS AND MARKET ADAPTION RATES

Wind power now cheapest electricity to produce in both Germany and the U.K. without government subsidies

2010 20152000 2020

10,000

5,000

Registred EV´s (UK)

2005

1,000

Half of all new built power generation in 2014 was hydro, solar, wind and bioenergy

China grants no new coal-power plants for the next 3 years, US unexpectedly prolongs solar tax rebate deal, Japan considering CO2 trading scheme…

Page 17: Cleantech Invest -aamupala 14.1.2016

 “The worst structural crisis in the history of energy supply”

Peter Terium, CEO, RWE

A PARADIGM SHIFT THAT NEVER HAPPENED… OR DID IT?

Page 18: Cleantech Invest -aamupala 14.1.2016

3 IPO´s & 3 Trade SalesPortfolio of 15 high growth performers

Listed in multiple countriesThe leading European Cleantech

Accelerator

BY 2017

Page 19: Cleantech Invest -aamupala 14.1.2016

SUMMARYStrong performance several high

growth performers with substantial revenues

Very high potential for short term value growth of portfolio

Unparalleled Nordic Dealflow

Page 20: Cleantech Invest -aamupala 14.1.2016

3,3%

Page 21: Cleantech Invest -aamupala 14.1.2016

Electric car charging made easy

Worth knowing… Order from one of the bigger fuel-card providers 2015 Europes leading location finder and payment solution for car charging >15 000 charging stations

Electric Car sales boomingNon organized and fractioned charging market Lack of easily accessible charging

outlets

Electric Car charging made easy Charging stations finder app Payment system across utilities Making it more accessible than

filling up with fossil fuel…

3,3%

Page 22: Cleantech Invest -aamupala 14.1.2016

Building Energy efficency made easy

Worth knowing… Sales tripled 2013-2014 New buidlings in system doubled H12015

compared to H1 2014 100 buildings now, 500 end of year

Energy use in real estate is poorly managed

Big savings to be made from efficient building energy management No wide spread active energy

management system for buildings

Cloud based energy management system Data aggregation for easy and

direct executive control Property owners can outsource

all reporting and energy management needs

37%

Page 23: Cleantech Invest -aamupala 14.1.2016

Protecting Performance

Worth knowing…Annual savings of several million euros per gas turbine have been achieved and verified at customer sites

Electricity from gas huge market >30% of US electricity natural gas>20% of world’s primary energy use is natural gas

A dirty gas turbine generates 1000 000 EUR less electricity per year. Every year.

Eagle Filters improves the capacity of gas fired power plants with super efficient air filtering solutions.

10,0%

Page 24: Cleantech Invest -aamupala 14.1.2016

World most efficient solar thermal collectors

Worth knowing… Revenue H1 2015 1.5 times the full year 2014 Expected to double its installed base next year Trading on Nasdaq, First North

Solar energy best cost alternative to heat water on many markets Heating is 50% of industrial

energy consumption

Life cycle efficiency deciding factor Lack of good looking thermo

solar panels District heating providers want

secure supply of renewable heatingRethinking technology use &

manufacturing methods to outperform competitor products +20% life cycle efficiency Designer consumer solar panels

14%

Page 25: Cleantech Invest -aamupala 14.1.2016

Particle free water without maintenance

Water as a scarce resource is creating high demand for cost and energy efficient water treatment

Difficult to clean large volume water streams with fine particles Micro Particles prevents efficient

water treatment and cleaning Sedimentation processes are

inefficient and space requiringSelf cleaning high capacity microfilter provides particle free water

without chemicals, maintenance or filter changes

In-line process for space and energy efficency

Very high water volume throughput

23,1%

Worth knowing…- Entered new industrial segment, textile

washing- Mining, power generation and construction

segments with new pilot cases

Page 26: Cleantech Invest -aamupala 14.1.2016

THANK YOU!