todd stevens presentation at secfc13

SECFC13

How Entrepreneurs Can Change the World

September 27, 2013

Investing For A Better World

• Investing for profit has been common for centuries

• Queen Isabella of Spain possibly 1st VC in 1492• Columbus received title, 1/10 of gold and 1/8 of voyage profits

• Monarchs and landowners believed wealth endowed to them by God

• Giving to poor showing mercy to unworthy lower class

• Industrialists of the 19th & 20th Centuries become Philanthropists

• Defined today as private initiatives for public good, focusing on quality of life

• Social Entrepreneurs of the 21st Century investing in double bottom line

• Double Bottom Line focuses on profit and planet• Triple Bottom Line focuses on profit, people and planet

World Changing Innovation

Double Bottom Line Inventions

1439 Gutenberg Printing Press

1712 Newcomen Steam Engine

1877 Pasteur Penicillin

1879 Edison Electric Light

1908 Ford Model T Automobile

“History shows that technology revolutions occur about every 50 years. We believe clean tech is at the beginning of a high-growth period much like computing was in the early 1970s. The application of technology to resource problems should cause profound changes in the energy, utility and automotive industries.”

Merrill Lynch Research Report

Clean Tech Opportunity

Computer/ IT Revolution

Yesterday• Mainframe Computers• Dumb Terminals• Centralized CPU & Storage

Today• Computer Networks• Distributive Computing• Virtualization• Cloud Computing & Storage• Personal Computing Devices

Clean Tech Revolution

Tomorrow• Distributive Power Networks• Onsite Power Generation• Onsite Power Storage • Smart Power Grids• Personal Power Generation

Today• Monolithic Power plants• Build to Peak Demand• Centralized Power Distribution• Dumb Power Grids

Global Problems

Global Solutions

Problem: Climate Change caused by C02 emission

Current Technology: Carbon SequestrationPROCESS

• C02 is captured and liquified• Liquified C02 is pumped below the surface into rock and shell formations

COSTS: •Europe is introducing the world’s most comprehensive regulatory framework,•Seeks to build 12 demonstration plants by 2015.•Estimated cost $15 billion EUR

DISADVANTAGES::

• C02 can leach through the soils and resurface into the atmosphere

• Extremely expensive • Creates no valuable byproduct – simply waste

management

RTV Portfolio: Solid Carbon Products Convert CO2 into solid carbon nanotubes through a patented, low cost, continuous flow process. Process uses reducing agent of methane or hydrogen is combined with CO2 using a catalytic process to produces a high grade carbon nanotubes and pure water (H2O) as a byproduct.

Water (H2O)

Nanotubes (C)

Sequestered C02 Stream Catalytic Process

By-products

RTV has invested $5M along with angels & Boston based co-investor. Total capital raised $16M.

Uses of Carbon Nano-tubes• Carbon Nano-tubes (CNT’s) are a crystalline carbon

based structures

• Strongest structures known to man

• Electrical conductivity 1000x greater than copper

• Highly desirable for electronics, aerospace, the automotive

• Used as a replacement for graphite carbon fiber and metals in industrial applications.

• Current market size is est. at $300 Million USD retailing above $100,000 per metric ton in 2010.

• Market growth projected at >45% annualized rate.

• Permanent solution to CO2

• Turns CO2 from a liability into a profit center.

• Large quantities of Carbon Nano-tubes will enable a new generation of manufacturing technology to emerge with lighter, cheaper, stronger components.

ProblemProblem•Poor HealthPoor Health

SOLUTION•Business Model•Social Impact•Implementation & Management

Health Problems in Ghana:

Problem

Iron Deficiency:

-4% of infants die (or 38 for every 1000)

- 20% of maternal deaths are related to Anemia

Heme Vs. Non-Heme

ProblemProblem•Poor HealthPoor Health

SOLUTION•Business Model•Social Impact•Implementation & Management

Achatina

ProblemProblem•Poor HealthPoor Health

SOLUTION•Business Model•Social Impact•Implementation & Management

Achatina

Microfranchise Attributes:

Turn-key Farm Operation

Business model

ProblemProblem•Poor HealthPoor Health

SOLUTIONSOLUTION•Business ModelBusiness Model•Social Impact•Implementation & Management