Insight into innovation

A Barometer of the Changing Face

of Global Cleantech Innovation

Global Cleantech 100

Sheeraz Haji

CEO, Cleantech Group

cleantech.com

Insight into innovation Industry Leaders Rely on our Research

Energy

Companies Utilities, Power

& Water

Consumer

Products Finance and

Investing Technology

Professional

Services

cleantech.com

Insight into innovation i3 = Insight Into Innovation

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Insight into innovation

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About the Global Cleantech 100

• A list of 100 private and independent

companies

• A celebration

• A barometer

According to the world’s cleantech

community, which 100 of today’s

private cleantech companies are the

most likely to make the most

significant market impact over the

next 5-10 years?

“Global Cleantech 100 is providing examples of some of the most

transformational companies of our time – creating new solutions and

growth, in an ever increasingly challenged global environment. These are

the companies you want to keep an eye on!”

Henrik Olsén

Managing Partner

Environmental Technologies Fund

cleantech.com

Insight into innovation

Proactive

Nominations

130+

Awards

& Rankings

CTG research: passive nominations

from investment rounds and

customer/partner announcements

Filtered and weighted according to

relevance of sources and number of

nominations

213 Company

Shortlist

Final 100

Weightings guarantee

some geographical &

sectoral ‘balance’ End result cannot be all solar

or all American.

Mostly investors &

corporations, voted

positively & negatively

on the shortlist. Scores

combined with phase 1.

4,274 Companies

Assessed by 70-strong

Expert Panel

How does the list come together?

A two-stage process

Scoring system rewards

multiple validations

Methodology enforces

objectivity ‘Association’ votes only count

if you nominate 2 where there

is no association

All input is blind

1

2

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What is the sub-sectoral profile of this global portfolio, and how is it changing?

0 5 10 15 20

Other

Air & Environment

Wind

Agriculture

Recycling & Waste

Smart Grid

Materials

Transportation

Biofuels & Biomaterials

Energy Storage

Water & Wastewater

Solar

Energy Efficiency

Sector Representation in 2010 and 2011 Lists

2011

2010

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Where are the 100 companies HQ’d?

Country Companies

in 2010 Companies

in 2011 Change

2010 to 2011

USA 55 58 +3

United Kingdom 11 9 -2

Germany 7 5 -2

Israel 5 4 -1

Netherlands 2 4 +2

China 3 3 0

Canada 2 3 +1

France 2 3 +1

Denmark 3 2 -1

Sweden 2 2 0

Australia 0 2 +2

India 3 1 -2

Norway 2 1 -1

New Zealand 1 1 0

Belgium 0 1 +1

Finland 0 1 +1

Switzerland 2 0 -2

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Who are the stakeholders of this global portfolio?

Investor Total Companies

Kleiner Perkins Caufield & Byers (KPCB) 14

VantagePoint Capital Partners 12

Draper Fisher Jurvetson 9

Environmental Technologies Fund 5

Foundation Capital 5

Generation Investment Management 5

Khosla Ventures 5

Identifiable Activity of Corporations with

2011 Global Cleantech 100 companies Who is backing the 2011 Global

Cleantech 100 companies?

Source: Cleantech Group’s i3 Platform cleantech.com/i3

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Who or what is in favor, who or what is top of

mind around the global cleantech innovation world?

The serious point behind the ‘Marmite List’ is to identify those companies (and

sub-sectors) which attracted the strongest split of opinions across the expert panel,

a mix of positive and negative votes.

Better Place will definitively be one

of the big winners of the electric

mobility trend.

It is still changing the industry on

what is possible for EV’s on a large

country scale and they continue to

prove the validity of their approach.

Fisker has unique technologies

integrated into a desirable platform,

and an appealing design. With

product beginning to ship, it is

executing on plan

Better Place has a controversial

business model that is at risk of

becoming obsolete by the time it

matures. It is a niche play for as long

the big automotives don't buy in

If it weren't for the federal loan

guarantee, this [Fisker] would not be a

company. It is way too capital

intensive, producing an average car in

an overly competitive market. Product

release has constantly been delayed.

• Depot-based model

Electric Vehicles Require a New Fueling Model

Network facilitates

transition from the old

to the new model of

powering transportation

Gas Station / Depot Model Ubiquitous,

Park and Charge Model

• Short fueling time

• Attended

• Anonymous

• Large transaction size

• Stations owned by fuel company

• Distributed model

• Long fueling time

• Unattended

• Identified Driver

• Small transaction size

• Stations owned by corporations,

cities, counties, parking garages

Coulomb is the Leader in EV Charging Solutions

• Operating in 14 countries

• 35 patent applications, 9 granted patents

• Over 30,000 ChargePoint mobile app downloads

• 4000 charging spots up and running

• EV drivers plug in for over 1,200 charging sessions every day

• Nearly 50% of EV drivers carry a ChargePoint ChargePass Card

• 180 MWhs of electric fuel dispensed monthly by ChargePoint stations

• Over 700 companies providing charging through ChargePoint Network

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Trilliant Overview

CONFIDENTIAL | 12

200+ Customers around the World

Major Smart Grid Project

Smart Grid Pilot

Highlighted Channel

Customers

Enterprise Software Platform

Multi-Tier, Multi-Technology IP Network

CONFIDENTIAL | 13

Metering Consumer Network

Management

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