S12E14 - How Echo River Capital Sees 10x Water Returns as... Too Conservative!

Are 100x multiples achievable in Water Tech when no-one ever reached 10x? Peter Yolles (Echo River Capital) believes so... and he's on track to prove it!How? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/🙌 Supporters 🙌A big thank you to my partner SimpleLab: https://link.dww.show/simplelabAnd a great shout-out to Blue Foot Membranes: https://link.dww.show/bluefoot#️⃣ All the Links Mentioned in this Video #️⃣Echo River Capital: https://www.echorivercap.com/Reach out to Peter on LinkedIn: https://www.linkedin.com/in/yolles/Epic Cleantec on the mic': https://link.dww.show/epicAclarity on the mic': https://link.dww.show/pfas-aclarity🎙️ Subscribe and Listen to the Don't Waste Water Podcast HERE 🎙️Podcast Channel: @dwwpodcast Main Channel: @AntoineWalterDWW Smartlink: https://smartlink.ausha.co/dont-waste-waterWebsite: https://dww.show/podcast/🙋 QUESTION: What would you like me to cover next?📝 IN THIS WEEK'S EPISODE💸 How Echo River Capital aims for 100X returns in water tech and why Peter believes it's possible within a 10-year investment window🔬 The "Three Ds" investment thesis - digitize, decarbonize, and decentralize - that guides Peter's strategy in the water technology sector🏢 Why the 20th century centralized water systems are collapsing and how new decentralized solutions represent billion-dollar opportunities🌎 How water tech companies can monetize carbon reductions through voluntary carbon markets, opening new revenue streams beyond traditional water utility customers🚀 Why Peter focuses on university spin-outs with validated technology but pre-commercial status, and how this approach shortens the path to successful exits⏰ TIME CODES ⏰02:23 The Quest for 100x Returns in Water Tech07:17 Peter's Journey from Entrepreneur to Investor09:13 Echo River's Unique Approach to Early-Stage Investments21:32 The Three Ds of Water Tech26:48 Decarbonization and Its Business Potential30:48 The Future of Water Tech Investments35:17 Is 100x Achievable?40:18 Investor Literacy in Water47:47 Future of Water Investments01:02:18 Rapid Fire Questions About this Podcast:Welcome to the (don't) Waste Water podcast, the leading podcast for water industry professionals, investors, and entrepreneurs seeking deep insights into water tech innovation, investment trends, and strategic moves in the sector. Host Antoine Walter blends his technical expertise with sharp business acumen to deliver weekly episodes featuring candid conversations with C-suite executives, detailed analysis of major water industry developments, and practical insights for water tech startups and seasoned players alike. Hosted on Ausha. See ausha.co/privacy-policy for more information.