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Pitch 1

C辿dric Bollag
C辿dric Bollag

Carbon Delta is seeking 1.2 million Swiss francs in Series A funding to market its proprietary climate risk metric called Climate Value-at-Risk. This forward-looking metric measures the financial impact of climate change on public companies and aims to become the global standard for climate risk assessment. The funds will be used to expand Carbon Delta's sales, marketing, and development teams to launch the product and expand internationally. Carbon Delta targets institutional investors in sustainable markets in Europe and has achieved recognition with awards and partnerships.

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February 2018 | Dr. Oliver Marchand CEO & Co-Founder INVESTMENT PROPOSAL Strictly confidential
C A R B O N D E LTA | 2 Strictly confidential We aim to establish our product Climate Value-at-Risk as the de-facto global standard for climate risk assessment and reporting. Carbon Delta is seeking CHF 1.2m in Series A Investment in order to market the first forward-looking climate risk metric measuring the impact of climate change on the performance of listed stock companies: Carbon Delta Climate Value-at-Risk Funds will be used for expansion of our sales as well as development team, marketing and aquisition of input databases for rapid product finalisation and international expansion Investment Opportunity Carbon Delta is a Zurich-based software engineering firm developing proprietary risk metrics to model the future value at risk of listed stock companies due to climate change. Carbon Delta targets institutional investors, including asset managers and asset owners, insurances, re-insurances and family offices based in markets that are at the forefront of sustainable investment: France, Sweden, the Netherlands, UK and the USA with a potential of 6000+ B2B customers. Carbon Delta Breaking with the traditional company-impact focused carbon footprinting and ESG metrics done by manual research, Carbon Delta has developed the first automated and forward-looking financial climate risk metric 束Climate Value-at-Risk損. By doing so, we strive to become the Bloomberg of climate change data Our value proposition is attractive to: Long-term institutional investors, seeking to optimize performance of their portfolio, minimize regulatory risks of their holdings, active shareholder engagement, etc Insurers, looking to identify physical and regulatory risks of their assets Companies wishing to assess and actively manage their risks related to climate change Carbon Deltas services are provided on a subscription basis, with minimal to no scaling costs Company vision and business model The investment will primarily be used to conduct targeted sales and marketing activities to penetrate the French, Dutch, UK, and Swedish market. Once Climate Value-at-Risk is established in these primary markets, Carbon Delta is planning to market its data via a global financial data provider to achieve a rapid growth of its client base. Based on Carbon Deltas first mover advantage, it aims to establish Climate Value-at-Risk as the de-facto global climate risk standard Carbon Delta is expected to break even in Q4 2019 based on a projected aquisition of 38 clients Outlook CEO & co-founder: Dr. Oliver Marchand Computer engineer with 15y weather forecasting and 9y financial IT (incl. CTO) experience Head of development & co-founder: David Lunsford Consulting professional with 3y experience in the financial industry and 10y in climate change policy Head of software Engineering & co-founder: Dr. Elke Schaper: Computer science professional with extensive experience in software modeling and simulations Team Executive Summary
Hurricane Harvey: $180bn damage Source: Texas Governor Greg Abbott, 3 September 2017. Climate Change has an economic impact on the valuation of companies today!
C A R B O N D E LTA | 4 Strictly confidential Problem and Solution Helping asset managers address climate risks SOLUTIONPROBLEM Climate Value-at-Risk The first forward-looking and performance-based climate risk metric
C A R B O N D E LTA | 5 Strictly confidential Climate Value-at-Risk Disrupting the market by addressing shortcomings of existing climate metrics Carbon Footprinting Limited proxy for risks Only emissions based Backward-looking Based on company self-reporting Measure of company impact on climate Dynamic risk Assessment Covers multiple aspects of risks Forward-looking Based on high-quality, indep. data Measure of climate impact on company Climate Value-at-Risk CARBON DELTAS Solution Current Market Offer
C A R B O N D E LTA | 6 Strictly confidential Climate Value-at-Risk A financial risk metric that addresses industry needs CARBON DELTAs proprietary Climate Value-at-Risk is a risk metric that is: tailored to needs of institutional investors measuring actual monetary value at risk of listed companies due to climate change highly scalable, allowing to cover any number of stocks, corporate bonds, portfolios or indices delivered in the form of comprehensive reports and data feeds, allowing investors to optimize investment decisions and fulfil increasingly demanding regulatory reporting requirements minimal to zero set-up costs for new subscribers
C A R B O N D E LTA | 7 Strictly confidential Our Vision Using first-mover advantage to become the global market leader Goals: The Bloomberg of Climate Change data!The Bloomberg of Climate Change data! $15m revenue per year by 2022Partnership with global data provider by end 2019 (latest) We aim to establish our product Climate Value-at-Risk as the de-facto global standard for climate risk assessment and reporting.
C A R B O N D E LTA | 8 Strictly confidential Climate Value-at-Risk The first forward-looking metric quantifying climate risks Investors reduce risks & improve performance Climate change impacts company A Carbon Delta quantifies the cost of this impact on company A Compliance Reporting Downside Risk Reduction Stock picking / Risk Creation Portfolio Optimization RISK SCENARIOS Regulations -4.6% 2尊C Test -10.12% Climate Trends -0.7% Technology Opportunities +2.2% Extreme Weather -1.9% Carbon Deltas Climate Value-at-Risk Databases UNFCCC IEA Factset PATSTAT etc
C A R B O N D E LTA | 9 Strictly confidential Our Product LAB & Factsheets Highly automated data modeled on individual company level
C A R B O N D E LTA | 10 Strictly confidential Use Cases Application examples of our product used and validated by the market We are very pleased with the final results of our project and would work with Carbon Delta again. Swiss Re, 2017 2属C Alignment We find Carbon Delta's approach highly innovative, practical and timely. Allianz, 2017 New Financial Products Large German Bank Risk Management Regulatory Compliance
C A R B O N D E LTA | 11 Strictly confidential EUR in millions Sustainability Themed Investments in Europe 26.468 25.361 48.090 58.961 145.249 0 20.000 40.000 60.000 80.000 100.000 120.000 140.000 160.000 2007 2009 2011 2013 2015 Growth 2013 2015 +146% Source: Eurosif, 2016 Sustainable Investment A niche market with exceptional growth: Europe Carbon Deltas Beachhead Markets (& CAGR 2013-2015) France +213% Netherlands +36% +8% +28% Sweden UK
C A R B O N D E LTA | 12 Strictly confidential Financial Regulations Major Regulations and Initiatives supporting disclosure of financial climate risks 2015 French Art. 173: The Energy Transition Law 2016 TCFD Phase II Report 2017 ESRB Stress Testing IORP II Directive California Law SB 560 Financial Climate Risk Reporting 2019 2020
C A R B O N D E LTA | 13 Strictly confidential Market Size Targeting a fast growing niche market Target Clients Asset Managers 400 Insurances 50 Asset Owners 3,000 Multinational Corporations 3,000 Carbon Delta target market: $15M by 2022 Financial data market size: $27bn* *Burton-Taylor (2016)
C A R B O N D E LTA | 14 Strictly confidential Differentiation Getting ahead of the competition Manual research Automated software Backward looking Costs to 2030 3000 companies 35000+ companies Self-reported data 3rd party verified data 駈 Highly scalable!
C A R B O N D E LTA | 15 Strictly confidential Acquisition of 5 large clients: Revenue generated: $ 730,000 Current Sales Pipeline: $ 2,050,000 Development of strategic partnerships: PIK, Factset, Climate-KIC, maj. European Universities Fully operational computer system 束LAB損 Product launch in Q2 2017 Coverage of >35,000 companies (approx. 90% of global market cap) Backtesting results show 3% annual outperformance over last 5 years Selection of main awards received: seif award (Winner 2016; 4 out of 292) UBS Social Innovator Program (Finalist 2016; 12 out of 2500) European Venture Competition 2016 (Winner; 1 out of ~250) Swiss National Fintech Team 2017 (1 of 10 Winners out of ~100) European Fintech Award 2017 (Risk, Intelligence & Security Award) Swiss Innovation Award 2017 (4th out of 600) Achievements Developing a product with proven market recognition
C A R B O N D E LTA | 16 Strictly confidential Milestones Data on: 1st Client Partnerships founded July 2015 2015 2016 2017 2018 2019 2020 2021 38 Clients 220 Clients CORE PRODUCT DEVELOPMENT Product Launch BOOT-STRAPPED SEEKING 1.2M CHF 15 Clients
C A R B O N D E LTA | 17 Strictly confidential A Fantastic Management Team! Highly motivated professionals, with perfectly complementary skills 3 yrs finance 10 yrs climate change policy David Lunsford, MBA Head of Development & Co-Founder 3 yrs computer science research 3 yrs modeling and simulation Elke Schaper, PhD Head of Software Engineering & Co-Founder 15 yrs weather forecasting 9 yrs financial IT Oliver Marchand, PhD CEO & Co-Founder
C A R B O N D E LTA | 18 Strictly confidential Latest (ESG) data acquisitions by data providers Growing interest by financial data providers for environmental data 2017 CNI by 2016 2013 2009
C A R B O N D E LTA | 19 Strictly confidential Our Impact Enabling the financial industry reducing its carbon footprint Potential Total Savings Annual emission reductions per Carbon Delta client 750kt CO2e = 375,000 Flight tickets Round-trip flights ZRH-NYC
Wed love to talk to you! Feldeggstrasse 4 8008 Z端rich Switzerland o.marchand@carbon-delta.com +41 78 803 21 02 www.carbon-delta.com

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Pitch 1

  • 1. February 2018 | Dr. Oliver Marchand CEO & Co-Founder INVESTMENT PROPOSAL Strictly confidential
  • 2. C A R B O N D E LTA | 2 Strictly confidential We aim to establish our product Climate Value-at-Risk as the de-facto global standard for climate risk assessment and reporting. Carbon Delta is seeking CHF 1.2m in Series A Investment in order to market the first forward-looking climate risk metric measuring the impact of climate change on the performance of listed stock companies: Carbon Delta Climate Value-at-Risk Funds will be used for expansion of our sales as well as development team, marketing and aquisition of input databases for rapid product finalisation and international expansion Investment Opportunity Carbon Delta is a Zurich-based software engineering firm developing proprietary risk metrics to model the future value at risk of listed stock companies due to climate change. Carbon Delta targets institutional investors, including asset managers and asset owners, insurances, re-insurances and family offices based in markets that are at the forefront of sustainable investment: France, Sweden, the Netherlands, UK and the USA with a potential of 6000+ B2B customers. Carbon Delta Breaking with the traditional company-impact focused carbon footprinting and ESG metrics done by manual research, Carbon Delta has developed the first automated and forward-looking financial climate risk metric 束Climate Value-at-Risk損. By doing so, we strive to become the Bloomberg of climate change data Our value proposition is attractive to: Long-term institutional investors, seeking to optimize performance of their portfolio, minimize regulatory risks of their holdings, active shareholder engagement, etc Insurers, looking to identify physical and regulatory risks of their assets Companies wishing to assess and actively manage their risks related to climate change Carbon Deltas services are provided on a subscription basis, with minimal to no scaling costs Company vision and business model The investment will primarily be used to conduct targeted sales and marketing activities to penetrate the French, Dutch, UK, and Swedish market. Once Climate Value-at-Risk is established in these primary markets, Carbon Delta is planning to market its data via a global financial data provider to achieve a rapid growth of its client base. Based on Carbon Deltas first mover advantage, it aims to establish Climate Value-at-Risk as the de-facto global climate risk standard Carbon Delta is expected to break even in Q4 2019 based on a projected aquisition of 38 clients Outlook CEO & co-founder: Dr. Oliver Marchand Computer engineer with 15y weather forecasting and 9y financial IT (incl. CTO) experience Head of development & co-founder: David Lunsford Consulting professional with 3y experience in the financial industry and 10y in climate change policy Head of software Engineering & co-founder: Dr. Elke Schaper: Computer science professional with extensive experience in software modeling and simulations Team Executive Summary
  • 3. Hurricane Harvey: $180bn damage Source: Texas Governor Greg Abbott, 3 September 2017. Climate Change has an economic impact on the valuation of companies today!
  • 4. C A R B O N D E LTA | 4 Strictly confidential Problem and Solution Helping asset managers address climate risks SOLUTIONPROBLEM Climate Value-at-Risk The first forward-looking and performance-based climate risk metric
  • 5. C A R B O N D E LTA | 5 Strictly confidential Climate Value-at-Risk Disrupting the market by addressing shortcomings of existing climate metrics Carbon Footprinting Limited proxy for risks Only emissions based Backward-looking Based on company self-reporting Measure of company impact on climate Dynamic risk Assessment Covers multiple aspects of risks Forward-looking Based on high-quality, indep. data Measure of climate impact on company Climate Value-at-Risk CARBON DELTAS Solution Current Market Offer
  • 6. C A R B O N D E LTA | 6 Strictly confidential Climate Value-at-Risk A financial risk metric that addresses industry needs CARBON DELTAs proprietary Climate Value-at-Risk is a risk metric that is: tailored to needs of institutional investors measuring actual monetary value at risk of listed companies due to climate change highly scalable, allowing to cover any number of stocks, corporate bonds, portfolios or indices delivered in the form of comprehensive reports and data feeds, allowing investors to optimize investment decisions and fulfil increasingly demanding regulatory reporting requirements minimal to zero set-up costs for new subscribers
  • 7. C A R B O N D E LTA | 7 Strictly confidential Our Vision Using first-mover advantage to become the global market leader Goals: The Bloomberg of Climate Change data!The Bloomberg of Climate Change data! $15m revenue per year by 2022Partnership with global data provider by end 2019 (latest) We aim to establish our product Climate Value-at-Risk as the de-facto global standard for climate risk assessment and reporting.
  • 8. C A R B O N D E LTA | 8 Strictly confidential Climate Value-at-Risk The first forward-looking metric quantifying climate risks Investors reduce risks & improve performance Climate change impacts company A Carbon Delta quantifies the cost of this impact on company A Compliance Reporting Downside Risk Reduction Stock picking / Risk Creation Portfolio Optimization RISK SCENARIOS Regulations -4.6% 2尊C Test -10.12% Climate Trends -0.7% Technology Opportunities +2.2% Extreme Weather -1.9% Carbon Deltas Climate Value-at-Risk Databases UNFCCC IEA Factset PATSTAT etc
  • 9. C A R B O N D E LTA | 9 Strictly confidential Our Product LAB & Factsheets Highly automated data modeled on individual company level
  • 10. C A R B O N D E LTA | 10 Strictly confidential Use Cases Application examples of our product used and validated by the market We are very pleased with the final results of our project and would work with Carbon Delta again. Swiss Re, 2017 2属C Alignment We find Carbon Delta's approach highly innovative, practical and timely. Allianz, 2017 New Financial Products Large German Bank Risk Management Regulatory Compliance
  • 11. C A R B O N D E LTA | 11 Strictly confidential EUR in millions Sustainability Themed Investments in Europe 26.468 25.361 48.090 58.961 145.249 0 20.000 40.000 60.000 80.000 100.000 120.000 140.000 160.000 2007 2009 2011 2013 2015 Growth 2013 2015 +146% Source: Eurosif, 2016 Sustainable Investment A niche market with exceptional growth: Europe Carbon Deltas Beachhead Markets (& CAGR 2013-2015) France +213% Netherlands +36% +8% +28% Sweden UK
  • 12. C A R B O N D E LTA | 12 Strictly confidential Financial Regulations Major Regulations and Initiatives supporting disclosure of financial climate risks 2015 French Art. 173: The Energy Transition Law 2016 TCFD Phase II Report 2017 ESRB Stress Testing IORP II Directive California Law SB 560 Financial Climate Risk Reporting 2019 2020
  • 13. C A R B O N D E LTA | 13 Strictly confidential Market Size Targeting a fast growing niche market Target Clients Asset Managers 400 Insurances 50 Asset Owners 3,000 Multinational Corporations 3,000 Carbon Delta target market: $15M by 2022 Financial data market size: $27bn* *Burton-Taylor (2016)
  • 14. C A R B O N D E LTA | 14 Strictly confidential Differentiation Getting ahead of the competition Manual research Automated software Backward looking Costs to 2030 3000 companies 35000+ companies Self-reported data 3rd party verified data 駈 Highly scalable!
  • 15. C A R B O N D E LTA | 15 Strictly confidential Acquisition of 5 large clients: Revenue generated: $ 730,000 Current Sales Pipeline: $ 2,050,000 Development of strategic partnerships: PIK, Factset, Climate-KIC, maj. European Universities Fully operational computer system 束LAB損 Product launch in Q2 2017 Coverage of >35,000 companies (approx. 90% of global market cap) Backtesting results show 3% annual outperformance over last 5 years Selection of main awards received: seif award (Winner 2016; 4 out of 292) UBS Social Innovator Program (Finalist 2016; 12 out of 2500) European Venture Competition 2016 (Winner; 1 out of ~250) Swiss National Fintech Team 2017 (1 of 10 Winners out of ~100) European Fintech Award 2017 (Risk, Intelligence & Security Award) Swiss Innovation Award 2017 (4th out of 600) Achievements Developing a product with proven market recognition
  • 16. C A R B O N D E LTA | 16 Strictly confidential Milestones Data on: 1st Client Partnerships founded July 2015 2015 2016 2017 2018 2019 2020 2021 38 Clients 220 Clients CORE PRODUCT DEVELOPMENT Product Launch BOOT-STRAPPED SEEKING 1.2M CHF 15 Clients
  • 17. C A R B O N D E LTA | 17 Strictly confidential A Fantastic Management Team! Highly motivated professionals, with perfectly complementary skills 3 yrs finance 10 yrs climate change policy David Lunsford, MBA Head of Development & Co-Founder 3 yrs computer science research 3 yrs modeling and simulation Elke Schaper, PhD Head of Software Engineering & Co-Founder 15 yrs weather forecasting 9 yrs financial IT Oliver Marchand, PhD CEO & Co-Founder
  • 18. C A R B O N D E LTA | 18 Strictly confidential Latest (ESG) data acquisitions by data providers Growing interest by financial data providers for environmental data 2017 CNI by 2016 2013 2009
  • 19. C A R B O N D E LTA | 19 Strictly confidential Our Impact Enabling the financial industry reducing its carbon footprint Potential Total Savings Annual emission reductions per Carbon Delta client 750kt CO2e = 375,000 Flight tickets Round-trip flights ZRH-NYC
  • 20. Wed love to talk to you! Feldeggstrasse 4 8008 Z端rich Switzerland o.marchand@carbon-delta.com +41 78 803 21 02 www.carbon-delta.com