The water risk vertical in Climate Adaptation is our sole focus
The water risk business/investment opportunity goes way beyond 'the water industry'
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Scalable as a result of breakthroughs in IoT, EO, AI, and edge computing, which have dramatically lowered the cost of advanced water-risk mgmt—unlocking adoption at scale across industries and geographies that previously could not afford these tools.
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Data on water-related risks is a long-term asset can be monetized across sectors, creating recurring revenue streams and defensible competitive moats.
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Impact in water-risk is tangible. Beyond financial returns, investments in tools that democratize access to adaptation, help protect vulnerable communities, preserve critical ecosystems, and ensure that resilience is not a privilege for the few but a shared capability for all.
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Spending on technology solutions to manage climate-change-induced water risks is projected to go from $425 billion in 2024 to $1.27 trillion by 2030, far surpassing spending on wildfires, wind, pests, and extreme temperatures.
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Dealflow of early-stage companies focused on water risk is broad and deep, spanning earth observation, in-situ monitoring, AI, digital twins, and a myriad of digital applications for sectors that face water quantity/ quality risks.
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Exit markets are actionable, including a wide range of corporates and private equity seeking to acquire innovations that help industry & society adapt to water risk in our new climate reality.
Wait, so this isn't the 'water industry'?
No. This is Water Risk, which is a cross-sectoral market encompassing industries that face increasing water-related risks due to climate change, extreme weather, and shifting hydrological patterns.
Unlike the traditional 'water industry', which focuses primarily on drinking water supply, municipal wastewater, and select industrial applications, the water risk industry includes sectors such as finance, insurance, real estate, power generation (Photo to the right of a Hydroelectric power plant), agriculture, aquaculture, transportation, and coastal infrastructure – all of which must manage risks like drought, flooding, storm surges, sea level rise, and harmful algal blooms.
These industries do not produce or distribute water, or treat wastewater, they have never heard of 'water-sector' conferences like WEFTEC or AWWA, but are fundamentally exposed to water-related disruptions, requiring the utilisation of the Industry 4.0 toolbox to realise risk management and resilience objectives, as well as adaptation strategies to sustain operations and economic stability in a changing climate.
A primer on water risk
TOO MUCH WATER
Rising sea levels, floods, and extreme rainstorms are disrupting infrastructure, supply chains, and property values.
TOO LITTLE WATER
Droughts and water scarcity threaten power generation, supply chains, and business operations.
IMPAIRED WATER
Harmful algal blooms and saltwater intrusion result in public health & safety threats and biodiversity loss.
These water risks go far beyond
simply water/wastewater utilities
Water Risk = Pain & Suffering
Where is the money in water risk?
We are experts in this
Deep expertise in water risk & Industry 4.0 solutions
Strong industry network with corporates & follow-on investors
Highly specialised investment thesis