(don't) Waste Water! | Water Tech to Solve the World | S10E20 - An Unpopular & Challenging (yet True?) Take on Venture Capital in Water

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

Chapters

Did someone ever succeed with Venture Capital in Water?
02:18
Introducing Brian Iversen (Cimbria Capital)
05:06
Is Brian's 2019 Article on Venture Capital still valid in 2024?
06:07
The Problem with Venture Capital in Water Tech
11:32
What are Cimbria Capital, Consulting and Nord?
13:44
What is Cimbria investing in?
17:29
What's Cimbria's Typical Participation in their investments?
19:19
Does Cimbria target specific verticals?
21:06
Could Venture Capital succeed in subsections of the Water Market?
22:52
Is Investing in Water Tech REALLY risky?
25:46
Are Membrane Companies VC's Darling?
30:11
What's the story of Cimbria's First Exit?
35:52
How does Growth Equity rebuild a Midsized Companies Layer?
37:43
Is a struggling company the perfect investment?
38:49
How does Cimbria source its investment deals?
39:56
Could Cimbria become an acquisition target?
41:08
What is Cimbria building over the long run?
42:37
Is ESG Investment any serious?
44:16
Rapid Fire Questions
46:01

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 200 guests from Water Majors (SUEZ, Veolia, Jacobs, Xylem, Kemira, Evoqua, Aquatech, SKion Water...), Scale-Ups (Cambrian Innovation, Epic Cleantec, 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 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.

ABOUT ME:

I'm a second-generation Water Professional - the legend says my dad traded excavator sessions for me in river banks against lunch invitations. I followed on this early start by completing a Master's in Hydraulics and Environmental Engineering, then won the "Golden Mission" contest organized by ENGIE (GDF-SUEZ).

This led me to travel the Asia-Pacific region for one year to explore, amongst others, water treatment in Hong Kong, desalination facilities in Melbourne, water distribution management in Jakarta, water innovation in Singapore or social water projects in New Delhi and Gujarat. All of that was documented in videos, blog articles, radio spots, and conferences in engineering and business schools (that's where I got hooked!)

I've then worked for SUEZ in Switzerland in strategic marketing, business development, and sales for the DACH and Nordic regions, with an emphasis on micropollutant removal.

I then joined GF Piping Systems in 2017 to take over the business development for the company's services in Europe, then for all Water Treatment and Lithium topics worldwide.

I've been a regular speaker at conferences on four continents, gave my first TEDx in 2022, and regularly acted as a host.

Since 2020, I've been hosting the "(don't) Waste Water" podcast and giving lectures in Business and Engineering schools.

I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

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!

➡️ 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

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

ABOUT ME:

I've then worked for SUEZ in Switzerland in strategic marketing, business development, and sales for the DACH and Nordic regions, with an emphasis on micropollutant removal.

I then joined GF Piping Systems in 2017 to take over the business development for the company's services in Europe, then for all Water Treatment and Lithium topics worldwide.

I've been a regular speaker at conferences on four continents, gave my first TEDx in 2022, and regularly acted as a host.

Since 2020, I've been hosting the "(don't) Waste Water" podcast and giving lectures in Business and Engineering schools.

I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

Description

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

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

Chapters

Did someone ever succeed with Venture Capital in Water?
02:18
Introducing Brian Iversen (Cimbria Capital)
05:06
Is Brian's 2019 Article on Venture Capital still valid in 2024?
06:07
The Problem with Venture Capital in Water Tech
11:32
What are Cimbria Capital, Consulting and Nord?
13:44
What is Cimbria investing in?
17:29
What's Cimbria's Typical Participation in their investments?
19:19
Does Cimbria target specific verticals?
21:06
Could Venture Capital succeed in subsections of the Water Market?
22:52
Is Investing in Water Tech REALLY risky?
25:46
Are Membrane Companies VC's Darling?
30:11
What's the story of Cimbria's First Exit?
35:52
How does Growth Equity rebuild a Midsized Companies Layer?
37:43
Is a struggling company the perfect investment?
38:49
How does Cimbria source its investment deals?
39:56
Could Cimbria become an acquisition target?
41:08
What is Cimbria building over the long run?
42:37
Is ESG Investment any serious?
44:16
Rapid Fire Questions
46:01

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!

➡️ 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

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

ABOUT ME:

I've then worked for SUEZ in Switzerland in strategic marketing, business development, and sales for the DACH and Nordic regions, with an emphasis on micropollutant removal.

I then joined GF Piping Systems in 2017 to take over the business development for the company's services in Europe, then for all Water Treatment and Lithium topics worldwide.

I've been a regular speaker at conferences on four continents, gave my first TEDx in 2022, and regularly acted as a host.

Since 2020, I've been hosting the "(don't) Waste Water" podcast and giving lectures in Business and Engineering schools.

I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

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!

➡️ 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

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

ABOUT ME:

I've then worked for SUEZ in Switzerland in strategic marketing, business development, and sales for the DACH and Nordic regions, with an emphasis on micropollutant removal.

I then joined GF Piping Systems in 2017 to take over the business development for the company's services in Europe, then for all Water Treatment and Lithium topics worldwide.

I've been a regular speaker at conferences on four continents, gave my first TEDx in 2022, and regularly acted as a host.

Since 2020, I've been hosting the "(don't) Waste Water" podcast and giving lectures in Business and Engineering schools.

I'm married, a happy father of three, and I'm French (nobody's perfect 😅).

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