Financing and Investing in Mitigation Actions in West Africa

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Financing and Investing in Mitigation Actions in West Africa June 5th, Accra

SOVEC Ambitions & Philosophy SOVEC- Venture Capital Fund investing in Small & Medium Enterprises (SMEs) in Africa to alleviate poverty by creating employment opportunities in SMEs to stimulate local entrepreneurship entrepreneurs for entrepreneurs / SMEs capital/expertise/network to mobilize capital to invest in development investment instead of charity (trade not aid) to combine good social ánd financial returns

SOVEC Approach: 2 pillars 1. Local partnership Crucial for local knowledge and day to day support Fidelity and Oasis 2. Entrepreneurs for entrepreneurs (E4E) Not only money, also expertise/experience/network In specific industry or field of expertise Ad hoc, pragmatic approach Pillars prove key success factor Young economy needs experience New technologies provide opportunities for quantum leap Mobile communication Internet Sustainable energy

Why Africa? From lost continent to new emerging market Huge demand for new systems, products, services Telecommunication and other hi-techs provide opportunities for quantum leap New generation of young entrepreneurs developing rapidly Significant need for inflow of capital and experience That mobile phone use is growing faster in Africa than anywhere else shouldn't come as much of a surprise, given a moment's thought. Only 6 per cent of African citizens owned a mobile phone in 2004, so as prices drop (and lowcost phones made for the developing world come to market), there's a huge potential market available. In Asia, North America and Europe, conversely, mobile phone use approaches saturation, so any remaining growth will be far slower.

Why Ghana? The Last Emerging Markets: From Asian Tigers to African Lions? Political stability : 4th consecutive fair election Good economic development : 6-7 % Business climate open for investments Cultural fit Good Partners

Why SMEs? SMEs engine of local economy and society create employment opportunities drive innovation pay tax provide stability Strong need for capital to fund business activities significant and growing demand limited financial resources modest investment sums great impact young economy modest experience with growth model dynamic & entrepreneurial spirit practical support adds value experience network

Why Venture Capital? Fills gap between micro-credit (MFI) and traditional banking significant demand for missing middle financing credit crisis further restricts banking capabilities Effective tool to stimulate economic development business vs. charity Partnerships Relatively new phenomenon in developing countries attractive opportunities available little competition (yet) Managed by professionals with VC or related background local partnership

SOVEC Status May 2012 Total Fund size 6 million Pilot Fund to test the Venture Capital model for SMEs Private Investors with Entrepreneurial Background Total capital committed 90% Investments 1 Fund Management Company 2 Investment Funds Direct Investments in sectors Health, Education, Housing and Hospitality Next steps Expand with the same business model. Include focus on clean energy projects and companies Roll out into neighbouring countries

Why does clean energy investing fit from here It is a priority sector as of 2013 for Ghana and other W-African countries: Ghana feed-in tariff is turning point Basic institutional reforms are taking place Other W-African countries to be tested Focus on low hanging fruit to build a market place Preference for existing companies for the delivery Many existing technologiers can be scaled up Several successsful business models are emerging Financing of growth now becomes relevant: Introducing Venture Capital for growth of SMEs. Introducing Project Financing for commercial Renewable Energy / Energy Efficiency Applications

How does clean energy fit in Indicative pipeline focus Real Eestate in urban areas (solar electricity, solar water heating, biogas) Industrial use (biomass, biogas, solar electricity) institutional users, i.e. hotels, boarding schools (biogas, solar electricity and water heating) Cooking-solutions: efficient cookstoves and LPG Exploring hydropower and windenergy Now building pipeline: Educating and training real estate developers in current portfolio to include RE/EE in their projects. Engaging SOVEC network of real estate and clean energy investors to support current portfolio. Initial screening of investments opportunities.

What is needed to fit clean energy in Nationally Appropriate Mitigation Actions: 1. Implementation of robust financial mechanisms e.g. feed-in tariffs 2. Long lasting supporting policy measures, such as in Independent energy regulation Supportive policy for clean energy for rural and urban applications Clean Energy policy that supports electricity, cooking, transport and productive use Private sector development 3. Smart subsidies to defray the development costs of projects and new business models up to operational start

Thank you for your interest For further enquiries please contact us SOVEC Management BV Amsterdam (NL) +31 20 6732818 www.sovec.nl Paul van Aalst paul@sovec.nl