Description
Envisioning a World Just Emerging into Sight
"Vision is the art of seeing what is invisible to others," wrote Jonathan Swift. Venture capitalists know that seeing trends before other investors do is the secret to great venture investments.
For water investors today, the bottom line is a dearth of obvious choices—high multiples where the potential is obvious, and a great deal of due diligence to find a well-structured investment at a reasonable multiple. Historically, the water industry has been consolidated, dominated by a small group of large equipment manufacturers focusing on niche industrial markets and a conservative, slow-moving municipal market. Not surprisingly, less than 5% of cleantech investments have been in water to date, according to the Cleantech Network.
A triple threat, which combines water scarcity with climate change and a decaying water infrastructure, is changing today's market with remarkable speed.
The commercial demand for innovative technology that delivers, treats, stores or monitors water is a rare example of an urgent need not predicted by historic industry activity, making this opportunity invisible to many potential investors. The next 18 months in particular offer an opportunity for windfall investment returns on water management solutions. This 60 page Water Matters report examines and probes these three threats in detail and provides timely insightful analysis about innovative water technologies, identifies key early-mover U.S. markets, companies and investment opportunities.
Water Matters' first report, Venture Investment Opportunities in Innovative Water Technology, provides the first in-depth examination this emerging CII market for water technology, key early-mover markets and the companies that have found success them.
