Timo Linnainmaa, Partneri EnergyVarkaus 8.8.2014
Esityksen sisältö 1. Cleantech Invest Oyj esittely 2. Kasvurahoitus Suomessa 3. Sijoittajan näkökulma 2
Cleantech Invest lyhyesti Sijoitus- ja kehitysyhtiö First North IPO 6 / 2014 Aktiivinen omistaja kasvuyhtiöissä, jotka keskittyvät puhtaaseen energiaan ja luonnonvarojen tehokkaaseen käyttöön 13 osakkuusyhtiötä Suomessa ja Ruotsissa VIGO kiihdyttämö 3
Cleantech sijoitusmahdollisuus 4
Osakkuusyhtiömme Company One liner Efficient microturbine for distributed power generation Non-toxic wood treatment 30% savings in industrial compressed air energy use Lumeron Start-up company with aim to provide financing for energy efficiency assets Disruptive tailored enzymes for efficiency improvements Utility grade power generation for distributed energy Cloud based software for building energy efficiency Renewable energy islands Energy savings in big data Replacement solution for water oxidation pools at fraction of the cost World s most efficient solar thermal collector Game changer in industrial water filtration low capex and opex Amazon user experience at ebay cost Cleantech Invest s current holdings Savo-Solar Oy and Enersize Oy are in corporate restructuring (Enersize Oy program pending). Additionally Cleantech Invest has been an owner in Enercomp Oy and Ultranat Oy that are in bankruptcy. Matox Limited is to be liquidated. 5
One1 renewable energy islands One1 provides energy islands for producing district heat from locally available renewable sources, e.g. ground heat and solar thermal energy One1 s customers are energy companies that sell heat to consumers as district heating Competitive advantages Overview Easy model for the end user with zero investment need Opens up new markets for utility heat business About 20% cost savings compared to buildingspecific renewable energy solutions A high value proposition for all parties Price of district heat increasing continuously in Finland One1 s solution becomes more attractive as prices increase, possible to do in small scale 6
Nuuka cloud based software for energy efficiency in buildings Overview Common to have technical equipment for energy efficiency monitoring, but not used Nuuka is developing energy efficiency improvement and sustainable development monitoring SaaS software Platform for multi-property energy management including: Strategic, tactic and operative KPIs Energy consumption, cost reporting & analysis Energy price monitoring Several customer projects running since early 2013 BEMS service to offices, school campuses, shopping centers and residential buildings First deals done with Nordic real estate funds Partners in Finland selling Nuuka Example of a customer project Investment highlights Highly growing BEMS market Strong customer base in offices, school campuses, shopping centers and residential buildings High scalability through SaaS offering 7
Swap.com - Amazon user experience at ebay cost Overview Monthly revenue development Swap.com is a web-based second-hand department store in the US Taking part in creating the market for trade of second-hand kids items over Internet Well known in the US Proven ability to generate high margins from trades Background for CTI investment Netcycler was still in beta phase in Finland (netcycler acquired us based Swap.com) Highly scalable business from day one Large market potential in trade of second-hand products; ebay is only the first step 8
Kasvurahoitus Suomessa Mikä on tyypillinen rahoituspolku start-upille? Mikä on yksityisen ja julkisen rahoituksen rooli? Ketkä rahoittavat eri kehitysvaiheissa? VIGOjen rooli First North rahoituskanavana 9
Sijoittajan näkökulma Kuinka suuri tuottomahdollisuus on riittävä? Miksi tiimi on tärkein yksittäinen tekijä? Teknologia vs. liiketoimintamalli Tuotteiden hinnoittelu Kulurakenne 10
KIITOS! It is our mission to create cleantech companies that grow profitably. Our target is a cleaner and more energy efficient future, where we can achieve more with less resources.