Tracxn Research: Waste & Water Management Landscape, September 2016

Waste & Water Management Report – September 2016

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Contents

Topic Page No.

Scope of Report 04

Entrepreneur Activity 06

Investment Trend 08

Who is Investing 16

Exit Outlook - IPO, Acquisitions 20

Sub Sector Analysis 23

Interesting Companies 32

Useful Links 43

Company List 45

Team 193


Sector Overview

Scope of report

The Waste & Water Management report covers companies which develop technology solutions to manage waste and waterresources.

The report excludes large conglomerates which have multiple business interests with water and waste management being oneof them. Also, even though Government entities, NGOs, cooperatives and non-profit organizations play a major role inmanagement of waste and water, they have been excluded from the scope of the report. However, companies developingsolutions or products to assist these entities in managing waste and water resources are a part of the report.

The scope of this report includes equity as well as debt funding received by the companies.

Business Model Description

Waste Management

Companies focusing on management of waste across the value chain including collection, disposal andprocessing into various forms such as electricity, fuels and compost. These companies treat various wastestream including organic, inorganic and hazardous wastes. The companies which recycle various recyclablematerials such as e-waste, metals and plastics are also included.

Water & Wastewater Management

Companies focusing on management of water and wastewater. It includes companies which develop andprovide solutions to treat various wastewater streams and systems for the same. Companies developingtechnology to make drinking water safe and available are also included. It also comprises of companiesworking on developing Water Grid and IoT solutions for smart water management.


Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Interesting Companies

Useful Links

Company List

Team

5


80

65

7774

85

117

14

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40

60

80

100

120

140

2010 2011 2012 2013 2014 2015 2016

Nu

mb

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f C

om

pan

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YoY – Number of companies founded

Enevo Water Planet Tamar Energy Aqua Metals Urban Mining H2O Midstream KabadiExpress

Omni Water Solutions BCR Environmental RayVio CropX Connected Yard Inflowmatix Cognito Technologies


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

7


YoY – Number of Rounds and Total Funding

Note: The funding includes debt rounds also.

$677M

$265M

$382M

$939M

$870M

$1.0B

$763M

$1.1B

$631M

49

58

58

82

93

113

155

142

75

0

36

72

108

144

180

0

240

480

720

960

1200

2008 2009 2010 2011 2012 2013 2014 2015 2016

Nu

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sFu

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Am

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(in

Mill

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Funding Amount Number of Rounds


YoY – Number of Rounds by Stage


YoY – Funding by Stage


Average Ticket Size – Early Stage


Top investments in last one year


Funnel view of Sector


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis

Top Funded Deadpooled Companies

Useful Links

Company List

Team

15


Most Active Investors in Sector

14

11

10

8 8

7 7 7

6 6

0

3

6

10

13

16

KPCB XPV WaterPartners

IFC Draper FisherJurvetson

WasteManagement

Hutchison Plug and PlayTech Center

UnileverVentures

Firelake Capital Physic Ventures

Tota

l Nu

mb

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f C

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pan

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APTwater APTwater MetitoWaterSmart

EnvironmentalEnerkem Wadis Wisran

WaterSmartEnvironmental

SensicoreWaterSmart

Environmental

Harvest Power ThermaFlite Attero AtteroFulcrum

BioenergySPC Tech AquaSeca Voltea HydroPoint Recyclebank


Where are Top Investors investing


Top Investor by Stage of Entry


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

19


Top IPOs

IPO Date Company OverviewFunding Amount

Exch:Ticker

Aug-2015 aquametals.comAqua Metals

(Alameda, 2013)

Recycle lead by its proprietary technologyGreen Bank, United States Department of Agriculture, Liquid Venture Partners

$21M NASDAQ: AQMS

Jun-2014 ozner.netOzner Water International

(Shanghai, 2011)Drinking water purification system provider HKG: 2014

Jan-2013 abtechindustries.comAbTech Industries(Scottsdale, 1999)

Waste water and Oil & Gas Water TreatmentBernard L. Madoff Investment Securities

$7.21M OTC: ABHD

Jun-2012 magnegas.comMagneGas

(Tarpon Springs, 2005)Produces alternative gas to acetylene and natural gas from biosolids $15M NASDAQ: MNGA

Nov-2010 alphawastewater.comAlpha Wastewater(Vancouver, 2009)

Provides wastewater treatment plants OTC: AWWI

Jun-2010 ecorub.seEcoRub

(Holmsund, 1991)Developer of recyclable products from waste tyres and plastics AktieTorget: ECOB

Apr-2010 skylinemedical.comSkyline Medical(Eagan, 2002)

Medical waste management $6.5M NASDAQ: SKLN


Major Acquisitions in last one year


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

2222


September 2016Tracxn BlueBox : Waste & Water Management

1150+ companies in the sector, 330 funded in last 5 years, $1.73B invested in 2015/2016 (YTD)


Top Business Models by Funding

$4.2B

$1.6B

$349M

0

0.9

1.8

2.7

3.6

4.5

Waste Management Water & Wastewater Management Horizontal

Tota

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# Cos. 527 611 14

Avg. Age 2001 2003 1985

Stormfisher Metito China Everbright International

Plasco Energy Group H2O Midstream RDX Technologies


Waste Management – Business Model Description


Waste Management – Entrepreneur Activity and Investment Trend


Waste Management – Most Funded Companies


Water & Wastewater Management - Business Model Description


Water & Wastewater Management – Entrepreneur Activity and Investment Trend


Water & Wastewater Management – Most Funded Companies


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

31


Interesting Unfunded Companies

Company Overview Business Model

greenvironindia.comGreenviron

(2016, Bangalore)

In-tank waste composting solution Waste Management > Treatment > Processing > Composting > Organic Waste

mitte.coMitte Water

(2015, Berlin)

Home water purification system Water & Wastewater Management > Drinking Water

fontus.atFontus

(2015, Vienna)

Self-filling water bottles Water & Wastewater Management > Drinking Water > Air-to-water

onekawater.comOneka Technologies(2015, Sherbrooke)

Waves-powered floating desalination units Water & Wastewater Management > Modules > Desalination

ecomo.ioEcomo

(2015, New York City)

Smart water purifier to monitor the water quality Water & Wastewater Management > Drinking Water > Smart solutions

h2nano.caH2nanO

(2015, Waterloo)

Solar water treatment solutions using nanotechnology. Water & Wastewater Management > Modules > Chemical-based

keystone-activations.comKeystone Activations

(2015, Singapore)

Porous media made from recycled waste glass with applications in water treatment

Water & Wastewater Management > Modules > Chemical-based

wavvestream.comWAVVE Stream(2014, Houston)

Biodegradable membrane for water filtration Water & Wastewater Management > Modules > Membranes

Curated list of companies by the sector analyst are defined as Interesting


Interesting Unfunded Companies


Interesting Seed Companies


Interesting Series A Companies


Interesting Series B Companies


Interesting Late Stage Companies


Top Funded Deadpooled Companies


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

42


Useful Links

Slide Title Content Platform Link

List of All Companies in readable format Companies Link

Top investments in last one year Investment Trend Link

Top IPOs in last three years Exit Outlook - IPO, Acquisitions Link

Major Acquisitions in last one year Exit Outlook - IPO, Acquisitions Link

Waste Management – Most Funded Companies Sub Sector Understand Link

Water & Wastewater Management – Most Funded companies Sub Sector Understand Link

Horizontal – Most Funded Companies Sub Sector Understand Link

Top Funded Deadpooled Companies Companies Link

http://tracxn.com/theme/feedview/5644327de4b0b0cde1a2e597

http://tracxn.com/theme/transaction/5644327de4b0b0cde1a2e597#%7Csort%3DtransactionFundingRoundAmount%7Corder%3DDEFAULT%7CfeedName%3DWaste%20%26%20Water%20Management%7ClatestFundedDate%5Emin%3D01%2F08%2F2015%5Emax%3D24%2F08%2F2016

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http://tracxn.com/theme/feedview/5644327de4b0b0cde1a2e597#%7Csort%3DacquisitionDate%7Corder%3DDEFAULT%7CfeedName%3DWaste%20%26%20Water%20Management%7CacquisitionDate%5Emin%3D01%2F01%2F2015%5Emax%3D24%2F08%2F2016

http://tracxn.com/theme/feedview/5644327de4b0b0cde1a2e597#%7Csort%3DtotalMoneyRaised%7Corder%3DDEFAULT%7CfeedName%3DWaste%20%26%20Water%20Management%7CbusinessModel%3D57ba8052e4b02e5fcf5ef119%3AWaste%20Management

http://tracxn.com/theme/feedview/5644327de4b0b0cde1a2e597#%7Csort%3DtotalMoneyRaised%7Corder%3DDEFAULT%7CfeedName%3DWaste%20%26%20Water%20Management%7CbusinessModel%3D56fb5fd9e4b0094dfd0329cc%3AWater%20%26%20Wastewater%20Management

http://tracxn.com/theme/feedview/5644327de4b0b0cde1a2e597#%7Csort%3DtotalMoneyRaised%7Corder%3DDEFAULT%7CfeedName%3DWaste%20%26%20Water%20Management%7CbusinessModel%3D57baf796e4b0fe5397cd27f8%3AHorizontal

http://tracxn.com/theme/feedview/5644327de4b0b0cde1a2e597#%7Csort%3DtotalMoneyRaised%7Corder%3DDEFAULT%7CfeedName%3DWaste%20%26%20Water%20Management%7CcompanyType%3DDEADPOOLED


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

44


Waste & Water Management – List of Companies

Waste Management Water & Wastewater Management Horizontal

668 FUNDED COMPANIES AND 481 UNFUNDED COMPANIES

COVERS THE FOLLOWING SECTORS


Waste Management (1/67)Company Overview Business Model Total Funding

Winters Bros Waste systems(1950, Danbury)

Waste collection and recyclingClairvest Collection $28.5M

Southwaste(1948, Houston)

Liquid waste management companyRock Hill Capital, Quabbin Capital Collection $25M

Valet Waste(1995, Tampa)

Doorstep trash and recycling collection services providerAres, Harvest Partners Collection $16M

JB Recycling(1997, Hartlepool)

Waste Collection and RecyclingBusiness Growth Fund Collection $12M

Organicycle(2012, Grand Rapids)

Subscription based organic waste collectionStart Garden Collection $5k

Waste Less Living(2008, Pasadena)

Eco event planning services.Collection $3k

Wecyclers(2012, Lagos)

Recyclable waste collection serviceCo-Creation Hub Nigeria Collection

GREENspot DROPoff(2009, Burbank)

Solution for e-waste collectionCollection

Go to BM List >>

Water &

Wastewater

Management



INOVIM(2003, Aalst)

Waste collection solutionsSaffelberg Collection

Clonmel Waste Disposal(1989, Clonmel)

Waste collection servicesCollection

Stride Waste Disposal(2009, Perth)

Waste collection companyCollection

Regional Industries(1917, Elizabeth)

Waste collection and transportation servicesCollection

Waste Options(2015, Sydney)

Waste collection service for businessesCollection

City Carting(2005, Stamford)

Traditional waste collection service providerAdvantage Capital Collection

The Ocean Cleanup(2012, Delft)

Develops technology to clean oceanic wasteGovernment of the Netherlands Collection

RenoNorden(2000, Oslo)

Waste collection and transportation companyCapVest, Accent Equity Funds Collection

Go to BM List >>

Water &

Wastewater

Management



Mountain Waste(2008, Glenwood Springs)

Waste management company with a focus on waste collectionsConcentric Equity Partners Collection

Afval loont(2013, Hoogvliet)

Waste collection servicesSocial Impact Ventures Collection

St Helens Waste(2011, Helena)

Leases out dumpsters and waste collectionCollection

EcoPort(2014, Hong Kong)

Provides waste collection bins for waste collectionCollection

Taka Smart(2015, Nairobi)

Collection of MSWCollection

Meridian Waste Solutions(2005, Bridgeton)

Solid waste removal and collection servicesGoldman Sachs, Praesidian Capital Collection

Recology(1997, Seattle)

Recology sees a world without waste.SJF Ventures, CDVCA Collection

Waste Ventrues(2011, Delhi)

Door-to-door collection, recycling and disposing of wasteToniic Collection

Go to BM List >>

Water &

Wastewater

Management


Waste Management (4/67)

Go to BM List >>

Water &

Wastewater

Management



Go to BM List >>

Water &

Wastewater

Management


Water & Wastewater Management (1/77)

Waste

Management << Go to BM List >> Horizontal



Waste



Horizontal (1/2)

Water &

Wastewater

Management

<< Go to BM List


Horizontal (2/2)

Water &

Wastewater

Management

<< Go to BM List


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis


Useful Links

Company List

Team

192


Team

193

Abhyudai Gupta

Lead Analyst, Energy

https://in.linkedin.com/in/abhyudai-gupta-66451814

https://in.linkedin.com/in/abhyudai-gupta-66451814

https://twitter.com/abhyudaigupta

https://twitter.com/abhyudaigupta

Tracxn Research: Waste & Water Management Landscape, September 2016

Data & Analytics

Transcript of Tracxn Research: Waste & Water Management Landscape, September 2016