A Trillion Dollars Hiding in Plain Sight - BIV on Liquid Assets

Water underpins nearly everything we do, yet the businesses and infrastructure that keep it flowing often go unnoticed. That is starting to change. On Liquid Assets, Tom Ferguson and Ravi Kurani explore why water’s technology adoption curve is accelerating, how a new generation of founders is tackling overlooked customer problems, and what it takes to turn those solutions into enduring businesses. Drawing on his experience at Imagine H2O and building Burnt Island Ventures, Tom shares why he believes there is so much opportunity hiding in plain sight.

Thank you to Ravi Kurani for hosting Tom Ferguson on Liquid Assets. You can listen in here, or wherever you get your podcasts. The episode covers a good amount of ground (or water).

• Why water’s technology adoption curve is accelerating, and what changed in the founder pipeline.

• What recent acquisitions tell us about the market for water businesses.

• Finding overlooked customer problems that can become valuable companies.

• The opportunities in consulting engineering, contract laboratories and on-site testing.

• The realities of building a water-focused venture fund and what Tom looks for in founders.

Enjoy, and all feedback welcome.