1. The way to market... ENERGY ENTERPRISES Halim Gebelli Michael Conti James Wood 16 th November, 2011 Lilian Tse Jeremy McCool Yu Zhou Enabling Energy Access Energy Enterprises

2. E+Co Mission: Access to cleaner, affordable energy in the developing world Strategy: Deliver clean energy via local, market based enterprises Tactics: Enterprise Development Services and Investment – Blending of public and private capital Impacts: 287 investments in 194 enterprises in 36 countries in Africa, Asia and Latin America – 7.8 million people with access to energy – 315,000 micro enterprises and non-household customers served – 4.8 million CO2 offsets – $280 million mobilized for investment in energy access E+Co www.EandCo.net

3. Bankable Enterprise Opportunities Awareness Access to Seed Capital Access to Growth Capital Access to Products-Supply Chains End-User Finance Ecosystem of support: Political Will and Directionality; Policy/Subsidy regimes Barriers to Enterprise Development

4. An Enterprise can serve 5,000 households 4,000 enterprises a year $2+ Billion in finance opportunities a year $5+ Billion of product sales annually a year 20 year totals: – Energy Access for 400 Million households (2 Billion people) via >60,000 entrepreneurs – >$30 billion in finance – >$75 billion in product sales Why Enterprises?

5. Modes of Energy Access www.EandCo.net

6. E+Co’s Entrepreneurs www.EandCo.net

7. Energy Entrepreneur Learning Platform - dedicated to building the capacity of entrepreneurs to deliver modern energy to un-served communities. Energy Enterprise Financing Network - connecting investment ready business plans with screened investors seeking viable clean energy investment opportunities. Energy Access Product Marketplace - linking these entrepreneurs with quality products and global supply chain management experts Energy Enterprise Portal

8. Business Model A business, technology and marketplace that transform aspiring entrepreneurs into financed energy enterprises by creating and virtually connecting local micro-markets. Energy Mission is... Product Finance Entrepreneurs Physical & Virtual Market Place Business Model

9. Web Based Market 9 Partnerships Supply Chain Manager (SCM) OEM Quality Assurance. Inventory / Transportation. Supplier Network Maintenance. Customs Responsibility. Insurance. Maintenance/ Repair Tracking Supply Chain Manager (SCM) OEM Quality Assurance. Inventory / Transportation. Supplier Network Maintenance. Customs Responsibility. Insurance. Maintenance/ Repair Tracking Financial Markets Manager (FMM) Financier Relations. Transaction Brokering. Money Transfer. Financial Due Diligence. Financial Reporting. Financial Markets Manager (FMM) Financier Relations. Transaction Brokering. Money Transfer. Financial Due Diligence. Financial Reporting. E+Co/IRENA Learning Platform Product Finance FMM SCM Entrepreneur Business Model

10. $25 million over 5 years Phase 0.5 – Road to Rio in June 2012 – $1-2 million Prototype and Full Scale up Business Plan Energy Entrepreneur Learning Platform: – Design and test a prototype of Learning Platform with several core curriculum modules, including solar home systems and cookstoves – Design a mentoring training program; train 3-5 mentors globally. – Recruit the first 30 entrepreneurs and match with mentors. – Design a marketing strategy to generate a customer base of 100-200 entrepreneurs. – Identify and secure content, marketing, mentor and dissemination partners. – Design the regional support infrastructure (the HUB strategy) and overall Portal Masterplan. Energy Access Product Marketplace: – Test Market the Energy Access Product Marketplace with one or two partners in select markets. – Identify several product partners and, as appropriate, execute partnership agreements. Energy Enterprise Financing Network : – Partner with several financiers. – Complete Prospectus and Operating Plan for a $10 million Seed Capital Fund for EE Portal Entrepreneurs. Path to Scale

11. Local/regional capacity Bankable Business Plans Early Stage Seed Funding Working Capital Funds Guarantees/Insurance Products Mature Supply Chains Enabling Environments – Policy, regulatory, financial- business Thousands of Entrepreneurs……..

12. Grand LPG Initiative for Developing Countries Large Scale LPG Supply and Distribution Procurement Transport Import facilities Primary storage Large Scale Filling Local/Regional Distribution Wholesale Retail (Point of Sale) SMEs Consumer First Cost- Cylinders/Stoves Awareness/Safety Demand creation Phase 1: $500mm Phase 2: $1.5bn Phase 3: $3bn Large Scale Public-Private Partnership – serving 200mm people by 2022