CleantechtoMarket

ü  10thyear!ü  AHaascapstonecourseü  Apartnershipbetweenstudents,

entrepreneurs,researchers,andprofessionals

C2Massesseslow-carbonenergy,greenchemistry,andwatertechnologyinnovationsandidentifiesearly-stagemarketopportunities

Impact

“TherearefewpartsoftheschoolthatIbringupmoreoftenexternallythanC2M.You'veleftalastingmarkonourschoolandonsomanystudentsthat,together,aregoingtohavealotofimpact.”—RichLyons,Dean,BerkeleyHaas,June2017

C2MTeachesAbout…

ü  Cleantechü  Technologyassessmentü Marketevaluationü  Interviewingtechniquesü  Presentationsü  Interdisciplinaryleadership&teamwork

+Careerfocusedguidanceandnetworking

NationalReputation

BerkeleyHaascitedasthe#1businessschoolforcareersincleantechintheUnitedStateswithCleantechtoMarketnamedaskeyfactor.—BusinessBecause

OurStudentsAreOurStrength

•  HaasStudents–  Accounting/Finance–  Architecture–  BusinessDevelopment–  Communications–  Consulting–  Economics–  History–  InformationSystems–  Marketing&Sales–  Mathematics–  Operations–  PoliticalScience–  ProjectManagement

•  OtherDisciplines–  Biology–  Chemistry–  ComputerScience–  Energy&Resources–  EnvironmentalScience–  Engineering

•  Chemical•  Civil•  Electrical•  Environmental•  Industrial&Operations•  Mechanical•  Nuclear

–  Law–  MaterialsScience–  Physics–  PublicPolicy

C2MTeamPride

C2MFaculty

•  BevAlexander–  PG&Eofficer

(UtilityCleanEnergy,CustomerService,&otherinitiatives)

–  Environmentallaw&policy(NationalLawJournal“Top40Under40”)

–  HaasBestCaseAward

–  BerkeleyLaw

•  BrianSteel–  PG&Eofficer

(CorporateStrategy&Development–renewableenergyfinancing)

–  Three-timeCEO+multipleadvisoryroles

–  Internettechnology(22boards,3IPOs)

–  Investmentbanking–  DukeUniversity

•  BillShelander–  Founder&CEOof

multiplecompanies–  LBLbusiness

development–  ManagingDirector

multipleVCfunds–  Product&line

operations–  WhiteHouseOSTP–  MBA/Engineering

degrees

Morethanacenturyofcombinedpost-graduateworkexperience.Yikes!

Cleantech—aDiverseArena

8Categories(2012)è18(2017)

“ClimateChange”TechCastsaWideNet

WhatProblemsDoesC2MAddress?

Usefultechoftenstallsatpre-commercialgapsduetoinsufficientmarketresearch

“ValleyofDeath”

C2M’sDiverseTechnologySourcing

•  C2Mpartnerswithhighqualityupstreampartnerstoacceptcleantechfromawidevarietyofsourcesandstartups

•  C2Mappliesastructuredcommercializationprocesstoprovidethemwithvaluableinsights&recommendations

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“SteadyStreamofSuccesses”•  GreenBlu•  GrowPlastics•  MICROrganic•  Sunvapor•  SparkThermionics•  CalWave•  Feasible•  Nelumbo•  Opus12•  Synvitrobio•  Sepion•  ImprintEnergy•  SiElectra•  Heliotrope•  SliceEnergy•  CinderBio•  PointSourcePower•  ConnoraTechnologies•  IndoorReality

VitalNicheinInnovationEcosystem

•  “C2Mprovidesinsightsonthecriticalquestionstoaddresstomoveprojectsclosertocommercialrelevance,andin-depthmarketanalysesthatcatalyzeindustryinvestments.

•  SeveralstartupcompanieshavealsoemergedfromC2Mactivities,soyouareaneconomicdriveroftheregionaswell.

•  C2Moccupiesavitalnicheinthecontinuumfromresearchtocommercialproductsandservices.”

CarolMimuraAssistantViceChancellor

EngagedSponsors&Partners

“C2MisakeyprogramforDowatBerkeley,leadingthewayinidentifyingkeycleantechnologiesandprovidingsmartandusefulmarketanalysis”.

SteveHahn

ResearchFellowDowChemicalCompany

SatisfiedEntrepreneurs

•  MyC2Mteamwasextremelyinsightful,hardworking,andcapable-agiganticvalue-add,andwe'reusingtheirfindingsingrantapplicationsandfundraisingpitches.”—ZacharySun,CEO,Synvitrobio

•  “WereceivedanSBIRgrantthanksinlargeparttotheincredibleworkdonebyourC2Mteam!”—JillFuss,Co-Founder,CinderBio

•  "Wewerethrilledwiththeprogress,understanding,andrelationshipsthatdevelopedintheC2Mprogram,andwehighlyrecommendit.”—LiamBerryman,CEO,Nelumbo

•  "Theteamdidanamazingjobofobtaininginterviewswithkeypeople,whichresultedinproductivediscussionsandconnectionswithpotentialinvestors.”—SteveYamamoto,CEO,MatrixSensors

•  "Topnotch-greatexperienceandreallyvaluablemarketresearchforastartuplikeGreenblu.Weplantomakefulluseofwhatyouaccomplished.”—HowardYuh,Founder,GreenBlu

“BestClassatHaas...Berkeley”

•  "Tremendouslearning,amazingprofessors,incrediblenetwork.OneofthereasonsIdecidedtogotoHaasanditliveduptoitsexpectations.”

•  "Ifyou'reaPh.D.thinkingaboutoptionsoutsideresearch,youcan'tNOTapplyforthiscourse."

•  "OneofthebestreasonstoattendBerkeley."

•  "Fantasticexperienceandlearningopportunity."

•  "Veryremarkablereal-worldapplicability.”

…andJobs!

C2MCourseDetails

•  FallSemesterCourse–  40+graduatestudents(2/3Haas2ndyears+1/3outsideHaas)

•  AnnualFour-PhaseProgram–  Projectselection(January–March)–  Teamformation(April–May)–  Programcustomization(June–July)–  Technology&marketanalysis(August–December)

•  Rigorous,StructuredCommercializationSupport–  40-point,deepmarketanalysis–  BuildsonHaasinnovationcurriculum–  Developed&provenover10years

Observe&Understand

Present&Report

Converge

FinalIncorp.ofFeedback

I II III IV

PhaseIAug21–Sept6

PhaseIISept11–Oct4

PhaseIIIOct9–Nov1

PhaseIVNov6–Dec7

Slides&Reports

TechnologytoMarketFit

Diverge

GuidedInnovationProcess

StartWithGreatSources

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ConductInformationalInterviews

23

24

LeverageHaasCoreCourses

GoDeeponC2MCore’sAnalysis

25

SupportWithTeaching&Coaching

26

LearnAboutCleanTechIndustry CoachYou“InAction”

Team/LeadershipCoachingTEAMS

1

2

3

4

5

6

AnnualSymposium

SymposiumFeedback

•  Fantasticslides,greatcombinationofmetrics&pics;persuasive&fun.

•  Highenergy;strongdelivery,greattiming,coordinatedappearance,obviousteamworkonstage;andmanytacticstoengagetheaudience.

•  Greatflowonthehistoryandcontext;gooddescriptionofpainpoints.

•  Excellentdescriptionoftechnology;goodgraphics&animation.

•  Excellentworkonmarketanalysis,however4-yearpaybackislong(youcouldfeeltheaudienceretreat).

•  Verynicesummaryofeconomics.

•  Goodcomparisontocompetitors,includingeffectiveuseofthevideo.

•  Overallgoodmarketassessment,butneededamorein-depthdiscussionofthemarketswithasamplebusinesscaselikesomeoftheotherteams(morenumbers&financials).

MarketReports

MarketReportFeedback

•  Beautifullywritten-energetic,clear,focusedonpathtomarket,containedtherightinformation,easytounderstand,apleasuretoread.

•  Greatexecutivesummary-hitalltherightpointsattherightlevel.

•  Excellentintroduction,tableofcontentsand“signage.”

•  Nicebalanceofpositivebutincludingwarnings(IP,competitors,etc.).

•  Smartmarketselection–thoughtfulandactionablerecommendations.

•  Greatemphasisonkeypoints– caughtreader’sattentionatrightplaces.

•  Wellorganized-goodbalanceofmaterialsinthereportvappendices.However,itgotabitchoppyinplaces.

•  Goodbibliography,glossaryoftermsandinterviewnotes.

•  Couldhaveincludedmoremetricsinyourcompetitoranalysis.

•  Besttechno-economicmodelintheclass-welldone!

•  Niceinterviewlistandnotes.

Grading–Team&Individual

•  70%Team– Marketreport–45%–  Symposiumslides–25%

•  30%Individual–  Peerfeedbacksurveys–15%–  Instructorobservations–10%–  Symposiumoraldelivery–5%

TeamFormationProcess1.   GetInfo

–  C2Mwebsite,faculty,C2Malumni

2.   Bid/Apply–  Teamleads(Haas):Apply!–April6deadline,interviewsApril9-10

•  TLsareguaranteedenrollment&Haasallocates3/13th(230)oftheirbidpoints

•  TLsalsoreceive1unitofextracreditviaanindependentstudycourse–  Teammembers(Haas):Bid!–WeekofApril23–  Teammembers(outsideHaas):Apply!–April30deadline(“green

button”takesyoutoanon-lineapplicationfromtheC2Mwebsite)

3.   RankTop5Preferences(stack-rack+100-ptallocation)–  Weconsideryourtop5preferences&CVsinformingteams

4.   GetDrafted–  Teamleads“draft”teammembersonMay4(withB3oversight)–  Teamsstartmeeting/communicatingbeforesummer

*Haasprovides1,000pointsfor13units;C2M=3units;3/13of1,000=230

LotsofInformationisAvailableOnline

Dauntless—Ultra-fast,adaptivemachinelearningandcontrolEnZinc—Zincbatteriesthatarecleaner,saferandmoreaffordable.HelioBioSys—Cyanobacteriausingair,seawater,sunlightforsustainablebiomaterialsLucentOptics—Daylight-harvestingmaterialstoredirectsunlightintobuildingsMosaicMaterials—MolecularstructuresforenvironmentalgasseparationOpcondys—High-powerswitchingusinglighttosurpasssemiconductorswitchesPhotia—Holographicsforhigh-speednanomanufacturinginenergyapplicationsTerzoPower—Electro-hydraulicshybriddrivetrainsforheavy-dutyequipmentTreau—Lightweightheatexchangersforeasilyinstalledcoolingandheating

C2M2018TechnologyFinalists

Dauntless–Ultra-fast,adaptivemachinelearningtohelpcontrolchaoticandhighlynon-linearprocesses.Candriveefficiencyinprocesseslikewind,combustion&fusion.

HelioBioSys–Newwaystoharvestcyanobacteria,whichgrowonair,seawaterandsunlight,andprocessesthemintosustainablebiomaterialssuchasbioplasticsandfossilfuelreplacementchemicals.

EnZinc–Anewzincanodethatcanbeusedtocreatebatteriesthatarecleaner,saferandmoreaffordable.PotentialmarketsincludeEVs,e-bikes,drones,consumerelectronics,wearables,andmore.

Lucent—Daylight-harvestingmaterialsthatcanredirectsunlightdeepintobuildingstoenhancedaylighting,energyefficiency,glarereduction,andbuildingcomfort.

Opcondys—Powerswitchingthatuseslighttosurpasssemiconductorswitchesandsaveupto50%ofenergywastedinapplicationssuchasrenewableenergy,grid-tiedstorage,andhighvoltageequipment.

Mosaic—Metalorganicframeworkstolowerthecostandenvironmentalimpactofgasseparationtechnologies.Applicabletomanyenergy-intensiveprocessesfromsubmarinestopowerplants.

Terzo—Ultra-efficientelectro-hydraulicsanddirectfluidcontroltobringcleanerpowertoheavy-dutyequipmentusedinareassuchasconstruction,agriculture,militaryandmining.

Treau—Lightweightheatexchangerstoimprovecoolingandheatingefficiencywhilereducingnoiseandemissions.PotentialdevelopedanddevelopingworldapplicationstoreduceskyrocketingcarbonlevelsassociatedwithaglobalriseinACadoption.

Photia—Holographiclithographytoenablehigh-speednanomanufacturingofmaterialsusedinapplicationssuchassolidstatelighting,radiativecooling,PV,batteries,andlightweightcomposites.

THANKYOU