cleantech technonology evaluation and assessment
DESCRIPTION
A presentation that describes a process for evaluating and understanding the risk associated with technology investment opportunities in the cleantech and greentech sector. We split the analysis into five main sections: people, financials, intellectual property, strategy and technical feasibility. The analysis accounts for regulatory and other incentive programs that are constantly changing in this exciting area.TRANSCRIPT
CleanTech Due DiligenceC12 Solutions’ process for understanding technology risk
Jason Norman Ph.D.Founder
C12 Solutions!
Investing in technology based
opportunities needs to be
approached carefully...
...but with the right
TOOLS
and
PROCESS
we can manage therisk
We believe the
process should
be:
Timely
Transparent
Repeatable
Repeatable
Repeatable
Repeatable
Repeatable
Repeatable
UNBIASED
and
People
Intellectual Property
Technology
Strategy
Finances
five
C12 Solutions!
focuses on
key areas
TECHNOLOGY
With over 20 years experience in
industrial engineering
research
and sustainable product development
we can quickly assess
technical viability
If we need to
dive a little
deeper...
fluid dynamics
...we use analysis tools in
...industrial process simulation...
chemical kinetics...
...and fuel science
fuel pyrolysis
...to provide further
clarification
INTELLECTUAL PROPERTY
We look at patent information to
ascertain:
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activity
linkages
...and develop an
overall
of the associated
intellectual property
LANDSCAPE
Further analysis highlights
areas of potential: Strength
Weakness Threat
Opportunity
This enables us to determine:
Other M&A Threats
Competitive Technologies
Cross Licensing
Partnerships
Freedom to Operate
BuyersAcquistion Opportunities
Patent Strength
Financials
We scrutinize the financial projections
and test major project ASSUMPTIONS...
EfficiencyCost of Materials
UtilitiesDistribution
Scale-upTax credits
Regulatory incentivesCarbon credits
IRR’sPayback
...as well as those associated with
and other key
TRENDSVs.
ALTERNATIVE
solutions
Strategy
With reference to technology
assessment, strategy
relates to whether the
technology is
Time
Perf
orm
ance
INCREMENTAL
OR...
Time
Perf
orm
ance DISRUPTIVE
DISRUPTIVE
We identify an opportunity’s competitive
advantages...
Durability
Effic
ienc
ySu
stai
nabi
lity
OPE
X
CAPE
XEa
se o
f us
eRet
rofit
tabl
e
......
.....
Ris
k
HIGH
LOW
xx
x
xx
x
xx
Opportunity
Durability
Effic
ienc
ySu
stai
nabi
lity
OPE
X
CAPE
XEa
se o
f us
eRet
rofit
tabl
e
......
.....
Ris
k
HIGH
LOW
xx
x
xx
x
xx
I
II
I
I
II
I Alternative A
o
o
oo
o oo
o Alternative B
Opportunity
We identify an opportunity’s competitive
advantages......and relate them to competitive alternatives
PEOPLE
We look at the people
from the perspective of
what needs to be done
to move the technology
forward
required capabilities are
determined
CompetencyMember
A
Member
B
Member
C
Member
D...
Process Scale-up
Catalysis
Corrosion
Design
Manufacturing
Partnerships
Env. Permitting
Intellectual Property
Project Management
Commercialization
Piloting
required capabilities are
determined
CompetencyMember
A
Member
B
Member
C
Member
D...
Process Scale-up
Catalysis
Corrosion
Design
Manufacturing
Partnerships
Env. Permitting
Intellectual Property
Project Management
Commercialization
Piloting
and matched against
those of the team
To do this, we interview the team and use various competitive intelligence
techniques to identify:
Professional networks
and track record
associations
analysisIt is through this
that we obtain...
People
Intellectual Property
Technology
Strategy
Finances
...the BIGGER PICTUREassociated with an investment opportunity
