Presented by Cleantech Group

Smart Innovation: How Data Is Driving

Cleantech Investment

From Smart Grid to Smart Buildings….

Cleantech’s Intelligent Evolution

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• Greg Neichin

Vice President,

Research and Advisory

Cleantech Group

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• Dedicated team of in-house analysts deliver intelligence to drive decision-

making around clean technologies focused on: smart grid, water, energy

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A trusted resource helping executives make critical

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Investors

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A broad range of market leaders rely on Cleantech Group’s insight and global relationships

Greg Neichin

Vice President,

Research and Advisory

Cleantech Group

Mike Goguen

Managing Partner

Sequoia Capital

Nov 29

Nov 30

Jan 5

Data is our answer to this apparent paradox

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2.0 (2009-Present)

Evolution of the Innovation Stack

10

Distributed Resources & Intelligence, Gen 2 Services Models

Sensors, Real-Time Monitoring “Smart” Data Driven Efficiency

System Optimization, Basic Monitoring, Gen 1 Services Model

C Materials, Components, Physical Layer Innovation

Source: Cleantech Group

1.0 (2002-2008)

Rising Tide of Smart Investments

% of Total

Cleantech VC in

“Smart”

Technology

Source: Cleantech Group Data & Analysis

Global Institutional Venture Capital $

Breakdown of Smart Investments

Smart Water

2% ($80M)

Smart Grid

41% ($1,600M)

Smart

Buildings

17% ($686M)

Smart

Transportation

22% ($864M)

Smart

Industrial

17% ($680M)

Source: Cleantech Group Data & Analysis

Global Institutional Venture Capital $

Smart Grid & Energy Management Venture Innovation

Total: $1.68B in Venture Spend

Venture Capital Spending; 2007-2010

Source: Cleantech Group Venture Data

Smart Grid and Energy Management Venture Capital

The Building Management Stack

Services Consulting & Systems Integration

Control Central Control (Management & Analysis)

Communications (Networks & Protocols)

Sensors & Monitoring Devices

HVAC

Communication

Monitoring

Lighting

Access &

Security Office

Equipment

Data

Center Systems

15

Focus on the Lighting Value Chain

Services

Controls

Systems

Components

Materials

c

c

c

c

c

Seed/Early Stage Late Stage

An Increasingly Crowded Market Management and Control

Utility

HVAC

Thermostats

Load Control Receivers

Advanced Lighting

Wireless Connectivity

Energy Harvesting

Pure Play

Fully Vertical

Enterprise Systems

Sensors and Monitors

IT

Lighting

Security

Building Optimization

Carbon Accounting

Source: Cleantech Group analysis

Driving Business Model Changes

Ch

ron

olo

gy

ISO/RTO

Utility CSP

Large C&I

Small/Medium C&I

Vendors

• Honeywell• Carrier• Cooper Power Systems• Johnson Controls• Seimens• Schneider Electric• General Electric

Vendors

• EnerNOC• Comverge• Cpower• Energy Curtailment Specialists • EnergyConnect

Vendors

• Tendril• OpenPeak• OPower• EnergyHub• eMeter• Akuakom/Honeywell• PowerIT• Gridwise (PNNL)• Smallfoot/EnerNOC

Residential

DR 1.0

DR 1.5

DR 2.0

Complexity

Source: Cleantech Group analysis

Smart Grid Framework

Meters/AMI/ MDMS

Demand Response

Distribution & Substation

Automation

Control Systems (SCADA/DMS)

Distribution Grid Management

Distribution Grid Management

Control Systems

(SCADA/DMS)

Grid Interconnect

Distribution & Substation

Automation

Demand Response

Meters/AMI/ MDMS

Home Energy Management

Building Energy Management

Meters

Communications

Meter Data Management

•Ember Networks • Digi International •Zensys •Teridian • Freescale • Accent

Chips/Components

• Itron • Landis+Gyr • Sensus • Aclara • Elster • GE

Systems/Units

• Corix •UPA •VSI

Services/Install

• Oracle • Microsoft • IBM

Servers/Databases

•Itron • Elster • Oracle • eMeter • Ecologic Analytics • Aclara • Tibco

Software/Applications

• IBM • Accenture • Cap Gemini

System Integrators

• Texas Instruments • Sierra Wireless • Qualcomm • Motorola • Cisco • Alcatel • Nokia Siemens

Chips/Equipment •Silver Spring •Trilliant •Itron • Landis+Gyr • Sensus • Elster • GE • Aclara

Systems

• AT&T • Verizon • T-Mobile • Sprint

Network Operators

HW & Subsystems Systems & SW Services

Focus on Smart Metering

Utility Back Office Complexity

Source: Oracle

Home Energy Management (U.S.)

Source: Cleantech Group Analysis

Home Energy Management (U.S.)

Integration Is Becoming Critical

Source: Cleantech Group Analysis

Year

Smart Grid M&A Transactions

Co

un

t o

f Tr

ansa

ctio

ns

Key Recent Transactions: Honeywell Akuacom GE SNC-Lavalin ECS Honeywell E-Mon ABB Ventyx EnerNoc SmallFoot Cooper Eka Systems

Source: Cleantech Group Analysis

Smart Water Holds Future Promise

Water Treatment

Distribution Use Collection WWT / Reuse

System, Monitoring &

Control

(Analytics and

instrumentation

providers for water

quality, energy and

system management.)

System, Monitoring &

Control

(Analytics and

instrumentation

providers for water

quality, energy and

system management.)

Storm Water

Management

Efficiency Technologies

•Agricultural

•Industrial

•Commercial/Residential

Leak Detection /

Efficient Pumps

Innovation Examples

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questions at

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Three days that will unite the world’s leading

corporate executives, investors, startups, and

policy makers to explore the opportunities and

critical challenges at the cleantech and IT

nexus.

Featured Sessions:

• The Battle for the Smart Grid: A Complex Multi-

Player Game

• IT Hits the Road: A New Generation of Smart

Cars

• Opportunities at the Intersection of IT and Water:

Water’s Smart Grid Moment?

• Is the "Smart" Revolution Overhyped: The Future

of Utility Business Models

• Counting Carbon: Does Carbon (and our ability to

measure it) Still Matter?

• Transforming the Electric Grid: The Bold Steps

and Cooperation Required to Turn Data and

Insight Into Action

Register today and save $400 through

Jan 31 using code SMART400 at

events.cleantech.com/sanfrancisco

*as always, Cleantech Group subscribers receive an

additional $300 discount

Register by Jan 31 and save

$400 using code SMART400

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