Renewables / Cleantech PE or VC

Authored by: Certified Private Equity Professional - Vice PresidentCertified Private Equity Pro

Zweihander

bump on this

You know you've been working too hard when you stop dreaming about bottles of champagne and hordes of naked women, and start dreaming about conditional formatting and circular references.

PTS20

Just started consulting for a small solar development group -- feel free to PM me.

Authored by: Certified Private Equity Professional - Junior TraderCertified Private Equity Pro

lolercoasterrr

Best Response

cleantech vc doesn't work. just look at the track records. dbl partners maybe the only example of a vc firm that has done somewhat well... they essentially just bet on musk (which worked out) and did well on nexttracker. Some new ones starting out (energy impact partners) but hard to believe the software angle is going to work...

cleantech p/e can either be corporate p/e or at the project level. At the project level it's similar to development... there are some smaller firms out there but it's hard to compete against developers. At the corporate level it's very hard. A couple of firms have tried (e.g. hudson cleantech) but ended up becoming zombie funds.

So, no. it doesn't work all too well. Maybe in a few years or so we'll see more activity.

https://www.wired.com/2012/01/ff_solyndra/

Authored by: Certified Private Equity Professional - 2nd Year AnalystCertified Private Equity Pro

Holdthedoor

bucoloco

Any update here?

aphenophilia

I will add that from working in oil and gas PE the VPs told me renewables was not an attractive space to them yet but that they’ve got a close eye out for the industry to mature more. Energy itself is a PE oriented business kind of like industrials so fundamentally it seems like a great place to be long term.

"Truth is like poetry. And most people fucking hate poetry."

omegalul

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