MANIFESTO

The water opportunity is expanding
Society is at an undeniable inflection point in a number of ways, spanning technology, public health, climate, population dynamics, governance, and transparency. We have built our investment thesis in consideration these and other inflections.

Seeing water through lenses
We view water quality issues as a major risk to public health and individual wellness, as well as a cause of concern for industry and agriculture. Quantity issues present significant risks for the finance, insurance, and real estate sectors, and economic, business continuity, and growth challenges to light and heavy industry, agriculture, and the extraction industry. Fortunately, we live amongst fearless entrepreneurs who see water-risk through such lenses and are innovating to address the most pressing quality and quantity challenges. 

The next 5 years
From an early-stage investor standpoint, the most compelling opportunities in 'water' over the next 5 years are hardware, software, and business model innovations that leverage breakthroughs in data-science, communication & information technology, and engineering to address water quality and quantity risks faced by individuals, society, industry, and agriculture