1. Investment Director | Cleantech Ventures
Eco Innovation Forum
26 May Mark Bonnar
Investment Director | Cleantech Ventures

2. Cleantech Ventures Funds Under Management
Cleantech Australia Fund
(Innovation Investment Fund round 3)
$50m first closed late 2007
10 year fund
early expansion cleantech focus
CEGT Fund
(Centre for Energy & GreenhouseTechnologies)
$30m investing since 2005
“evergreen” fund
seed / early expansion clean energy focus
Both funds actively investing!

3. Cleantech Ventures Investment Team
Jan Dekker, Principal
20 years in cleantech
Formerly CEGT, SEDA, NSW EPA, Sydney Water
Andrew Pickering, Principal
11 years in cleantech
Formerly CEGT, Deloitte, energy startups
Mark Bonnar, Investment Director
15 years ICT, energy & manufacturing + PhD thin film PECVD
Formerly CSIRO, Applied Materials Inc (US), VC start-ups
Bill Nikolovski, Investment Director
25 years growing businesses in manufacturing and services
Formerly IPSOS, NCS Person, Pilkington Automotive
Julian Turecek, Investment Manager
16 years in the energy industry
Formerly Origin climate change & carbon trading

4. Cleantech Ventures Portfolio Companies
Renewable energy and desalinated water from ocean waves.
High productivity welding tip which reduces energy consumption.
Residential and commercial solar energy system design, supply & installation.
Street lighting ballast control system - 25% efficiency improvement.
Industrial recycling company recovering ZnO from electric arc furnace wastes.
Ilum-a-Lite designs, manufactures and distributes a range of energy efficient lighting products and services, which save money and reduce the impact of non-renewable electricity generation on the environment.
Semitech Semiconductor provides robust and reliable power line communications solutions, transforming the electricity grid into a smart grid.

5. Four ingredients of success.
The product
The TEAM
A rising market
Adequate capital

6. Don’t forget…
and…

7. Case Study 1. Metallic Waste Solutions Pty Ltd (MetSol)
MetSol is an industrial process recycling company focused on the recovery of high purity ZINC OXIDE from wastes such as Electric Arc Furnace Dust (EAFD) or galvanisers ash.
The MetSol Process uses a patented chemical extraction and recovery method with
exceptional efficiency and process economics.
Benefits of the MetSol Process
Low capital and operating costs
Environmentally friendly
Plant footprint is small and can be deployed on-site at the waste producer
Global Market
Global market for Zinc Oxide (ZnO) is >1.2 million tonnes per annum
50% of ZnO is used in tyre production
Other uses: cosmetics, pharmaceuticals, paints, ceramics and agriculture
High purity ZnO sells at a premium to LME zinc metal
Current Status
Cleantech Ventures invested with private investors at startup stage in 2009
Lab pilot and engineering design work almost complete
Plans for first commercial plant well advanced
Significant international interest from waste producers and existing zinc oxide manufacturers
More info at: 7

8. Case Study 2. Ilum-a-Lite
Ilum-a-Lite designs, manufactures and distributes a range of energy efficient lighting products and services for commercial and industrial buildings. They are recognised as an industry leader in energy efficient lighting retrofit solutions.
Customers include: Qantas, CBA, Tenix, Jones Lang La Salle, ANZ, McDonalds Restaurants (UK),
Market
Australian market for electric lights & lamps was A$1.5billion in
Linear fluorescent lighting dominates commercial and industrial market and will continue to do so (Global Source data)
LightEco Plus and Save it Easy target energy saving for fluorescent lighting in commercial industrial market
LightEco Zone, LightEco LED and Luminaire upgrades apply to direct commercial and industrial or wholesale channels
Typical paybacks less than 3 years without government subsidies
Significant energy efficiency subsidies available in NSW, VIC and SA
Current Status
Cleantech Ventures invested late 2010
Company growing rapidly and recruiting in NSW, VIC and QLD
Developing & introducing new products and distributing others (e.g. LED)
Turnkey solution provider in energy efficient lighting retrofits
Contact Ilum-a-Lite to find out how you can get up to 50% rebate on your next energy saving investment in NSW: 8

9. Successful exits for Cleantech Ventures in 2009/10
Highly developed supercapacitor battery with increased power and
lifespan.
Advanced power-sensing/control to reduce standby power consumption
High efficiency power station turbine blade resurfacing.
Novel material additive for paints and coatings with one-way insulation properties

10. Thank you : 10