San Francisco January 22-24, 2018

#cleantechSF

Thank youThe Rising Stars

#cleantechSF

The Rising Stars

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MODERATED BY

GINA DOMANIGManaging Partner, Emerald Technology Ventures

#cleantechSF

The Rising Stars

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MODERATOR:

GINA DOMANIGManaging Partner,

Emerald Technology

Ventures

BRENDEN MILLSTEIN

CEO, Carbon Lighthouse

ALEXANDRE ZANGHELLINICo-Founder & CEO, Arzeda

BENJAMIN HERNANDEZ

CEO & Co-Founder, Numat

Technologies

YOAV LURIE CEO & Co-

Founder, Simple Energy

DAVIDA HERZL CEO, Aclima

#cleantechSF

The Rising Stars

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BRENDEN MILLSTEINCEO, Carbon Lighthouse

Brenden Millstein, CEO

Carbon Lighthouse

Capitalism will save the planet

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Inspired by Big Oil…

Potential energy value

$100 Billion

Up to a 55%

“Efficiency Reserve”

Conservative estimate based on today’s

prices & technology

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Efficiency Production

energy savingsdelivers 10%-30%

$1.7 million lifetime

savings

No upfront investment

Building Value =

Impact

NOIcap rate

Building Value =

Impact

NOIcap rate

= $0.500.05 cap rate

$10sqft

Carbon Emissions

0.03 tons

sqft

$10

sqft

Financial Value

Carbon Emissions

100,000 sqft

0.03 tons

sqft

$10

sqft

Financial Value

= 3,000 tons eliminated = $1,000,000 value

1,000 buildings

= 3,000,000 tons eliminated

= $1,000,000,000 value

Carbon Emissions Financial Value

1,000 buildings

= 3,000,000 tons eliminated

= $1,000,000,000 value

= $1,000,000,000,000 value

1,000 cities = 3,000,000,000 tons

eliminated

Carbon Emissions Financial Value

#cleantechSF

The Rising Stars

018

ALEXANDRE ZANGHELLINICo-Founder & CEO, Arzeda

Confidential19 //

THE PROTEIN DESIGN COMPANY™

Alexandre Zanghellini

Co-founder, President & CEO

Confidential20 //

Confidential21 // Confidential21 //

Confidential22 // Confidential22 //

Confidential23 //

Source: Bioeconomy Capital (Arzeda Series A Investors)

Estimated Biotechnology Revenues 1980 - 2016

Confidential24 // Confidential24 //

Confidential25 //

CASE STUDY 1: AUGMENTING CROP METABOLISM

Computational Design of Novel Enzymatic Activity Providing Herbicide Resistance Trait

Confidential25 //

1025 = Drops in the Pacific Ocean

>>1032 = Sequences to Design a New Protein (Gene) Function

This can only be achieved with big and smart compute !!

Confidential26 //

ARZEDA’S TECHNOLOGY

From Bits to Molecules

DATA SCIENCE / MACHINE LEARNING

ARCHYTAS™SCYLAX™STRAIN

CONSTRUCTIONTARGET

MOLECULEDNA SYNTHESIS

& ASSEMBLYFERMENTATION

ASSAY

COMPUTATIONAL PLATFORM

SCRIBE™

ATGGTTTCCAAGGGC

GAGGAGGATAACATG

GCTATCATTAAAGAG

TTCATGCGCTTCAAA

GTTCACATGGAGGGT

TCTGTTAACGGTCAC

GAGTTCGAGATCGAA

GGCGAAGGCGAGGGC

CGTCCG

EXPERIMENTAL PLATFORM

THRAX™

MGDIQVQVNIDDNG

KNFDYTYTVTTESE

LQKVLNELXDYIKK

QGAKRVRISITART

KKEAEKFAA

EC 1.2.3.4

IN VITRO ENZYME ASSAY

Confidential27 //

A PEER-REVIEWED SYNTHETIC BIOLOGY TECHNOLOGY

Confidential28 //

Confidential29 //

SCALING UP PROTEIN DESIGN FOR SYNTHETIC BIOLOGY

Scalable cloud deployment - 5,000 cores ( Q1 2018 )

High-throughput protein screening platform - 20,000/wk ( Q4 2018 )

Data Science and Automation Infrastructure - LIMS/data science platform up ( Q3 2018 )

Confidential30 //

BUSINESS MODEL: TECHNOLOGY DEVELOPER

PharmaAgBiotech

High-throughput

Protein Design Screening

JDA (PERFORMANCE IMPROVEMENT + NEW PRODUCT DEVELOPMENT)

Archytas™

Computational Design

Forward integration

Pathway & Strain

Design

Fermentation

Process

Downstream

Process

Bulk Chem. Fine & Specialties Food Ingredients

Contract Manufacturing Organizations

Confidential31 //

A SHORT-LIST OF OUR INDUSTRIAL SUCCESSES

Improved Enzymes for

Sustainable Chemicals

Designer Enzymes for

Sustainable NylonDesign of Traits for

Sustainable Crops

Designer Enzymes for

Sustainable Chemicals

THANK YOU.

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THE PROTEIN DESIGN COMPANY™

Thank YouAlexandre Zanghellini, CEO

az@arzeda.com

@ArzedaCo

#cleantechSF

The Rising Stars

033

YOAV LURIE CEO & Co-Founder, Simple Energy

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#cleantechSF

The Rising Stars

069

DAVIDA HERZL CEO, Aclima

Environmental intelligence

for people and the planet.

7 millionPremature Deaths

92%Breathe Unhealthy Levels

0

1

0

1

9

3

9

5

9

9

9

>100

Annual mean PM2.5

(μg/m3)

You can’t manage what you don’t measure.

Aclima delivers a real-time pulse of our

buildings, cities, and communities.

ACLIMA CONFIDENTIAL AND PROPRIETARY 2017

ACLIMA CONFIDENTIAL AND PROPRIETARY 2017

TODAY

Section Title,

TOMORROW

ACLIMA CONFIDENTIAL AND PROPRIETARY 2017

Aclima Environmental Intelligence PlatformOne platform. Many applications.

SENSING TECHNOLOGY + CLOUD COMPUTING + ANALYTICS + AI + DATA SHARING + TRAINING

Cities IndustryBuildings

Targeted Business Development Targeted Business Development Targeted Business Development

Customized Information Services Customized Information Services Customized Information Services

SUBSCRIBERS

OfficeRetail

Higher Education

SUBSCRIBERS

GovernmentHealthcareReal Estate

SUBSCRIBERS

Energy DistributionEnergy Generation

Manufacturers

An Earthshot opportunity

made for this moment.

With a trillion sensors embedded

in the environment ...we’ll be able to

hear the heartbeat of the Earth.

– Peter Hartwell, Former Senior Researcher, HP Labs

“

ACLIMA CONFIDENTIAL AND PROPRIETARY 2017