(don't) Waste Water! | Water Tech to Solve the World

S10E20 - An Unpopular & Challenging (yet True?) Take on Venture Capital in Water

50min | 03/20/2024

Description

Did $330 Million Go To Waste in 2023 in Water Tech? 72 Venture Capital deals were closed last year, which, according to Brian Iversen, is, at best, a gamble. Wanna get his rationale? Then listen to this episode!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

#️⃣ All the Links Mentioned in this Video #️⃣

Cimbria Capital https://cimbriacapital.com/

Cimbria Consulting https://cimbria-consulting.com/

Cimbria Nord https://www.linkedin.com/company/cimbria-nord/

Why Venture Capital is Failing in Water https://www.linkedin.com/pulse/why-venture-capital-failing-water-brian-v-iversen/

Brian Iversen's LinkedIn https://www.linkedin.com/in/brianviversen/

Tom Ferguson on the DWW Podcast https://dww.show/the-secret-formula-for-profit-in-water-tech-venture-capital/

Reinhard Hübner on the DWW Podcast https://dww.show/the-7-secrets-of-the-water-company-of-the-year-you-shall-absolutely-steal/

Paul O'Callaghan on the DWW Podcast https://dww.show/how-long-will-it-take-to-grow-the-4-stages-of-water-innovation/

John Robinson on the DWW Podcast https://dww.show/how-to-mitigate-4-shades-of-water-risk-through-impact-investing/

My full blog entry: https://dww.show/an-unpopular-challenging-yet-true-take-on-venture-capital-in-water/

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: https://www.youtube.com/@dwwpodcast

Main Channel: https://www.youtube.com/@AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

👋 SOCIAL MEDIA 👋

LinkedIn: https://www.linkedin.com/in/antoinewa...

Instagram: https://www.instagram.com/dwwpodcast/

Twitter: https://twitter.com/AntoineWalter7

Facebook: https://www.facebook.com/DontWasteWat...

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 In This Week's Episode

02:18 Did someone ever succeed with Venture Capital in Water?

05:06 Introducing Brian Iversen (Cimbria Capital)

06:07 Is Brian's 2019 Article on Venture Capital still valid in 2024?

11:32 The Problem with Venture Capital in Water Tech

13:44 What are Cimbria Capital, Consulting and Nord?

17:29 What is Cimbria investing in?

19:19 What's Cimbria's Typical Participation in their investments?

21:06 Does Cimbria target specific verticals?

22:52 Could Venture Capital succeed in subsections of the Water Market?

25:46 Is Investing in Water Tech REALLY risky?

30:11 Are Membrane Companies VC's Darling?

35:52 What's the story of Cimbria's First Exit?

37:43 How does Growth Equity rebuild a Midsized Companies Layer?

38:49 Is a struggling company the perfect investment?

39:56 How does Cimbria source its investment deals?

41:08 Could Cimbria become an acquisition target?

42:37 What is Cimbria building over the long run?

44:16 Is ESG Investment any serious?

46:01 Rapid Fire Questions

#WaterInvestment #WaterTech #WaterFinance

About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Chapters

Did someone ever succeed with Venture Capital in Water?
2min
Introducing Brian Iversen (Cimbria Capital)
5min
Is Brian's 2019 Article on Venture Capital still valid in 2024?
6min
The Problem with Venture Capital in Water Tech
11min
What are Cimbria Capital, Consulting and Nord?
13min
What is Cimbria investing in?
17min
What's Cimbria's Typical Participation in their investments?
19min
Does Cimbria target specific verticals?
21min
Could Venture Capital succeed in subsections of the Water Market?
22min
Is Investing in Water Tech REALLY risky?
25min
Are Membrane Companies VC's Darling?
30min
What's the story of Cimbria's First Exit?
35min
How does Growth Equity rebuild a Midsized Companies Layer?
37min
Is a struggling company the perfect investment?
38min
How does Cimbria source its investment deals?
39min
Could Cimbria become an acquisition target?
41min
What is Cimbria building over the long run?
42min
Is ESG Investment any serious?
44min
Rapid Fire Questions
46min

About (don't) Waste Water! | Water Tech to Solve the World

❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? PFAS? Climate Change? Circular Economy? Digitization and Smart Water?

💪 Get the Water Market pulse for free. In one hour per week, while you do the dishes!

📈 We talk water investment, water tech, water entrepreneurship and water market with entrepreneurs, thought leaders, book authors, scientists, investment funds, VCs, and C-Level experts from water majors.

➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices

🗓️ Tune in every Wednesday (don't miss out! 😅)

🌐 Find all the detailed episode notes, interviews, infographics, and more at http://dww.show

Currently in its 10th Season, the "(don't) Waste Water" podcast has already welcomed around 250 guests from Water Majors (SUEZ, Veolia, Jacobs, Xylem, Kemira, Evoqua, Aquatech, SKion Water...), Scale-Ups (Cambrian Innovation, Epic Cleantec, Gradiant, Liqtech, 374Water, Gingko Bioworks...), Start-Ups (Puraffinity, KETOS, 120Water, ZwitterCo, Membrion, Source...), Universities (Berkeley, the Columbia Water Center), Investment Funds (Sciens Water, Mazarine, Burnt Island Ventures...), Business Accelerators (Imagine H2O, Elemental...), Book Authors (Seth Siegel, David Sedlak, David Lloyd Owen...) or Market Intelligence Companies (BlueTech Research, Global Water Intelligence, World Bank, OECD, Isle Utilities...). Or simply water legends like Gary White, Mina Guli or Andrew Benedek!

On the "(don't) Waste Water" podcast, I strive to make the Water Industry easy to understand for everyone, starting with water professionals, executives, and investors. Hence, he opens the microphone to seasoned, inspirational water experts to discuss their field of excellence.

No one can claim an all-around in-depth understanding of a matter as complex as Water. But piece by piece, you can rebuild the puzzle. With curiosity, patience, and passion, Antoine Walter explores topics such as Advanced Treatment Technologies, Water-Energy Nexus (Hydrogen, Lithium...), PFAS removal, Nature-Based Solutions, Wastewater Reuse, Distributed Water Treatments, Water Finance, and Water Entrepreneurship.

I actually firmly believe that regular listeners of the "(don't) Waste Water" podcast may, in the end, claim a "Water MBA!"

A particular field of interest is how innovation forms, grows and gets widely adopted in a complex and conservative field like the Water Industry. This may be one of the keys to achieving the United Nations Sustainable Development Goal n°6 - #SDG6.

Oh, and in short, about me: I'm a water engineer turned avid student of the water business, market, finance, and tech. I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About (don't) Waste Water! | Water Tech to Solve the World

❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? PFAS? Climate Change? Circular Economy? Digitization and Smart Water?

💪 Get the Water Market pulse for free. In one hour per week, while you do the dishes!

📈 We talk water investment, water tech, water entrepreneurship and water market with entrepreneurs, thought leaders, book authors, scientists, investment funds, VCs, and C-Level experts from water majors.

➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices

🗓️ Tune in every Wednesday (don't miss out! 😅)

🌐 Find all the detailed episode notes, interviews, infographics, and more at http://dww.show

Currently in its 10th Season, the "(don't) Waste Water" podcast has already welcomed around 250 guests from Water Majors (SUEZ, Veolia, Jacobs, Xylem, Kemira, Evoqua, Aquatech, SKion Water...), Scale-Ups (Cambrian Innovation, Epic Cleantec, Gradiant, Liqtech, 374Water, Gingko Bioworks...), Start-Ups (Puraffinity, KETOS, 120Water, ZwitterCo, Membrion, Source...), Universities (Berkeley, the Columbia Water Center), Investment Funds (Sciens Water, Mazarine, Burnt Island Ventures...), Business Accelerators (Imagine H2O, Elemental...), Book Authors (Seth Siegel, David Sedlak, David Lloyd Owen...) or Market Intelligence Companies (BlueTech Research, Global Water Intelligence, World Bank, OECD, Isle Utilities...). Or simply water legends like Gary White, Mina Guli or Andrew Benedek!

On the "(don't) Waste Water" podcast, I strive to make the Water Industry easy to understand for everyone, starting with water professionals, executives, and investors. Hence, he opens the microphone to seasoned, inspirational water experts to discuss their field of excellence.

No one can claim an all-around in-depth understanding of a matter as complex as Water. But piece by piece, you can rebuild the puzzle. With curiosity, patience, and passion, Antoine Walter explores topics such as Advanced Treatment Technologies, Water-Energy Nexus (Hydrogen, Lithium...), PFAS removal, Nature-Based Solutions, Wastewater Reuse, Distributed Water Treatments, Water Finance, and Water Entrepreneurship.

I actually firmly believe that regular listeners of the "(don't) Waste Water" podcast may, in the end, claim a "Water MBA!"

A particular field of interest is how innovation forms, grows and gets widely adopted in a complex and conservative field like the Water Industry. This may be one of the keys to achieving the United Nations Sustainable Development Goal n°6 - #SDG6.

Oh, and in short, about me: I'm a water engineer turned avid student of the water business, market, finance, and tech. I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Description

Did $330 Million Go To Waste in 2023 in Water Tech? 72 Venture Capital deals were closed last year, which, according to Brian Iversen, is, at best, a gamble. Wanna get his rationale? Then listen to this episode!

More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/

#️⃣ All the Links Mentioned in this Video #️⃣

Cimbria Capital https://cimbriacapital.com/

Cimbria Consulting https://cimbria-consulting.com/

Cimbria Nord https://www.linkedin.com/company/cimbria-nord/

Why Venture Capital is Failing in Water https://www.linkedin.com/pulse/why-venture-capital-failing-water-brian-v-iversen/

Brian Iversen's LinkedIn https://www.linkedin.com/in/brianviversen/

Tom Ferguson on the DWW Podcast https://dww.show/the-secret-formula-for-profit-in-water-tech-venture-capital/

Reinhard Hübner on the DWW Podcast https://dww.show/the-7-secrets-of-the-water-company-of-the-year-you-shall-absolutely-steal/

Paul O'Callaghan on the DWW Podcast https://dww.show/how-long-will-it-take-to-grow-the-4-stages-of-water-innovation/

John Robinson on the DWW Podcast https://dww.show/how-to-mitigate-4-shades-of-water-risk-through-impact-investing/

My full blog entry: https://dww.show/an-unpopular-challenging-yet-true-take-on-venture-capital-in-water/

🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️

Podcast Channel: https://www.youtube.com/@dwwpodcast

Main Channel: https://www.youtube.com/@AntoineWalterDWW

Smartlink: https://smartlink.ausha.co/dont-waste-water

Website: https://dww.show/podcast/

👋 SOCIAL MEDIA 👋

LinkedIn: https://www.linkedin.com/in/antoinewa...

Instagram: https://www.instagram.com/dwwpodcast/

Twitter: https://twitter.com/AntoineWalter7

Facebook: https://www.facebook.com/DontWasteWat...

🙋 QUESTION: What would you like me to cover next?

⏰ TIME CODES ⏰

00:00 In This Week's Episode

02:18 Did someone ever succeed with Venture Capital in Water?

05:06 Introducing Brian Iversen (Cimbria Capital)

06:07 Is Brian's 2019 Article on Venture Capital still valid in 2024?

11:32 The Problem with Venture Capital in Water Tech

13:44 What are Cimbria Capital, Consulting and Nord?

17:29 What is Cimbria investing in?

19:19 What's Cimbria's Typical Participation in their investments?

21:06 Does Cimbria target specific verticals?

22:52 Could Venture Capital succeed in subsections of the Water Market?

25:46 Is Investing in Water Tech REALLY risky?

30:11 Are Membrane Companies VC's Darling?

35:52 What's the story of Cimbria's First Exit?

37:43 How does Growth Equity rebuild a Midsized Companies Layer?

38:49 Is a struggling company the perfect investment?

39:56 How does Cimbria source its investment deals?

41:08 Could Cimbria become an acquisition target?

42:37 What is Cimbria building over the long run?

44:16 Is ESG Investment any serious?

46:01 Rapid Fire Questions

#WaterInvestment #WaterTech #WaterFinance

About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Chapters

Did someone ever succeed with Venture Capital in Water?
2min
Introducing Brian Iversen (Cimbria Capital)
5min
Is Brian's 2019 Article on Venture Capital still valid in 2024?
6min
The Problem with Venture Capital in Water Tech
11min
What are Cimbria Capital, Consulting and Nord?
13min
What is Cimbria investing in?
17min
What's Cimbria's Typical Participation in their investments?
19min
Does Cimbria target specific verticals?
21min
Could Venture Capital succeed in subsections of the Water Market?
22min
Is Investing in Water Tech REALLY risky?
25min
Are Membrane Companies VC's Darling?
30min
What's the story of Cimbria's First Exit?
35min
How does Growth Equity rebuild a Midsized Companies Layer?
37min
Is a struggling company the perfect investment?
38min
How does Cimbria source its investment deals?
39min
Could Cimbria become an acquisition target?
41min
What is Cimbria building over the long run?
42min
Is ESG Investment any serious?
44min
Rapid Fire Questions
46min

About (don't) Waste Water! | Water Tech to Solve the World

❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? PFAS? Climate Change? Circular Economy? Digitization and Smart Water?

💪 Get the Water Market pulse for free. In one hour per week, while you do the dishes!

📈 We talk water investment, water tech, water entrepreneurship and water market with entrepreneurs, thought leaders, book authors, scientists, investment funds, VCs, and C-Level experts from water majors.

➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices

🗓️ Tune in every Wednesday (don't miss out! 😅)

🌐 Find all the detailed episode notes, interviews, infographics, and more at http://dww.show

Currently in its 10th Season, the "(don't) Waste Water" podcast has already welcomed around 250 guests from Water Majors (SUEZ, Veolia, Jacobs, Xylem, Kemira, Evoqua, Aquatech, SKion Water...), Scale-Ups (Cambrian Innovation, Epic Cleantec, Gradiant, Liqtech, 374Water, Gingko Bioworks...), Start-Ups (Puraffinity, KETOS, 120Water, ZwitterCo, Membrion, Source...), Universities (Berkeley, the Columbia Water Center), Investment Funds (Sciens Water, Mazarine, Burnt Island Ventures...), Business Accelerators (Imagine H2O, Elemental...), Book Authors (Seth Siegel, David Sedlak, David Lloyd Owen...) or Market Intelligence Companies (BlueTech Research, Global Water Intelligence, World Bank, OECD, Isle Utilities...). Or simply water legends like Gary White, Mina Guli or Andrew Benedek!

On the "(don't) Waste Water" podcast, I strive to make the Water Industry easy to understand for everyone, starting with water professionals, executives, and investors. Hence, he opens the microphone to seasoned, inspirational water experts to discuss their field of excellence.

No one can claim an all-around in-depth understanding of a matter as complex as Water. But piece by piece, you can rebuild the puzzle. With curiosity, patience, and passion, Antoine Walter explores topics such as Advanced Treatment Technologies, Water-Energy Nexus (Hydrogen, Lithium...), PFAS removal, Nature-Based Solutions, Wastewater Reuse, Distributed Water Treatments, Water Finance, and Water Entrepreneurship.

I actually firmly believe that regular listeners of the "(don't) Waste Water" podcast may, in the end, claim a "Water MBA!"

A particular field of interest is how innovation forms, grows and gets widely adopted in a complex and conservative field like the Water Industry. This may be one of the keys to achieving the United Nations Sustainable Development Goal n°6 - #SDG6.

Oh, and in short, about me: I'm a water engineer turned avid student of the water business, market, finance, and tech. I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About (don't) Waste Water! | Water Tech to Solve the World

❓ Ever wondered how the #WaterIndustry was reacting to our World's Water Challenges? Water Scarcity? #SDG6? PFAS? Climate Change? Circular Economy? Digitization and Smart Water?

💪 Get the Water Market pulse for free. In one hour per week, while you do the dishes!

📈 We talk water investment, water tech, water entrepreneurship and water market with entrepreneurs, thought leaders, book authors, scientists, investment funds, VCs, and C-Level experts from water majors.

➡️ Leverage their insights, advice & experience and ensure to stay on top of best practices

🗓️ Tune in every Wednesday (don't miss out! 😅)

🌐 Find all the detailed episode notes, interviews, infographics, and more at http://dww.show

Currently in its 10th Season, the "(don't) Waste Water" podcast has already welcomed around 250 guests from Water Majors (SUEZ, Veolia, Jacobs, Xylem, Kemira, Evoqua, Aquatech, SKion Water...), Scale-Ups (Cambrian Innovation, Epic Cleantec, Gradiant, Liqtech, 374Water, Gingko Bioworks...), Start-Ups (Puraffinity, KETOS, 120Water, ZwitterCo, Membrion, Source...), Universities (Berkeley, the Columbia Water Center), Investment Funds (Sciens Water, Mazarine, Burnt Island Ventures...), Business Accelerators (Imagine H2O, Elemental...), Book Authors (Seth Siegel, David Sedlak, David Lloyd Owen...) or Market Intelligence Companies (BlueTech Research, Global Water Intelligence, World Bank, OECD, Isle Utilities...). Or simply water legends like Gary White, Mina Guli or Andrew Benedek!

On the "(don't) Waste Water" podcast, I strive to make the Water Industry easy to understand for everyone, starting with water professionals, executives, and investors. Hence, he opens the microphone to seasoned, inspirational water experts to discuss their field of excellence.

No one can claim an all-around in-depth understanding of a matter as complex as Water. But piece by piece, you can rebuild the puzzle. With curiosity, patience, and passion, Antoine Walter explores topics such as Advanced Treatment Technologies, Water-Energy Nexus (Hydrogen, Lithium...), PFAS removal, Nature-Based Solutions, Wastewater Reuse, Distributed Water Treatments, Water Finance, and Water Entrepreneurship.

I actually firmly believe that regular listeners of the "(don't) Waste Water" podcast may, in the end, claim a "Water MBA!"

A particular field of interest is how innovation forms, grows and gets widely adopted in a complex and conservative field like the Water Industry. This may be one of the keys to achieving the United Nations Sustainable Development Goal n°6 - #SDG6.

Oh, and in short, about me: I'm a water engineer turned avid student of the water business, market, finance, and tech. I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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