Being a Small Fish, But Looking Bigger

Being a Small Fish, But Looking Bigger

It is never to early to start engaging with quality legal counsel when building your business. Like a monetary investment, small things early pay off greatly over time.  If you are have a startup and think a session with an experienced lawyer may help, sign up to join our Startup Legal Roundtable with Michelle Rowe Hallsten of Greenberg Traurig and begin to get on equal footing with the big fish.  We are pleased that she has agreed to be available exclusively for our cleantech cluster companies.

Why should you come?  Being a small startup in clean tech is rough.  Often companies are faced with collaborating with much bigger companies and investors who have experience they don’t, making them feel like a small fish in a big sea. Working with investors and their lawyers requires companies to have experienced professionals on their side. Especially when dealing with anything requiring a legal analysis.

Here’s an example:  Michael Carroll of small hydro equipment manufacturer Helios Altas has been an entrepreneur working with bigger players for years. While not lacking confidence in his business, he acknowledges there are areas he always gets help to keep on equal footing with partners, investors and governments. He knows having a well-rounded and experienced team is important to succeeding long term. Carroll wants to know more than what to do, he needs to know why.  Carroll says that Hallsten’s experience provides background enabling him to be confident in his decisions. Additionally, when negotiating, he sees the benefit of having strong representation when building collaborative agreements.

“I have been working with different lawyers for the better part of 20 year now though my business career. When I talk with Michele about different issues that arise, she has a way of counseling me that gives me the confidence to proceed forward with our decision that is invaluable.” – Michael Carroll,  Helios Altas

Does it sound like something you could use?  Then sign up and join us on May 21st.

Thomas Hall

ABOUT THE AUTHOR

Thomas is the Executive Director of CleanStart. Thomas has a strong background in supporting small businesses, leadership, financial management and is proficient in working with nonprofits. He has a BS in Finance and a BA in Economics from California State University, Chico. Thomas has a passion for sustainability and a commitment to supporting non-profits in the region.

Sponsors

SMUD
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RiverCity Bank

Weintraub | Tobin, Revrnt, Moss Adams, PowerSoft.biz, Greenberg Traurig

Seniors’ Projects Displayed at Sac State Engineering and Computer Science Showcase

Seniors’ Projects Displayed at Sac State Engineering and Computer Science Showcase

On Friday May 10, about three dozen teams of students at Sac State showed off the projects they had been working on their entire senior year.  These projects are a graduation requirement so the students put in a lot of time on them.

Many of them were clean tech related and very interesting.  One team made an electric go-kart with a motor at each wheel and an interesting charging system.  One showed how to best integrate distributed generation into the power grid. Others were on flywheel storage, several kinds of wind turbines, optimizing low-head hydro, managing the “duck” curve on the grid, a campfire-powered thermoelectric generator, two-axis solar trackers, and many more.  It was great to see how engaged and enthusiastic the teams were. Lots of fun quizzing them. This event is held every May. The next time it comes around, you might want to drop by.

Here’s a slide show of the photos I took.  You have to zoom in to read the posters to get an idea of what they did.  Each team had to articulate the problem, how they solved it, and what the impact of their invention might be.  The best part of the photos is all those fresh faces, ready to go out and conquer the world. Kudos to Dean Lorenzo Smith and all his faculty not only for giving the students such an experience, but also for engaging the business community to sponsor many of these teams.  Well done!

Thomas Hall

ABOUT THE AUTHOR

Gary Simon is the Chair of CleanStarts Board. A seasoned energy executive and entrepreneur with 45 years of experience in business, government, and non-profits.

CleanStart 2014 Prize Winner Sunfolding Making Huge Strides

CleanStart 2014 Prize Winner Sunfolding Making Huge Strides

Recently we had a chance to catch up with Leila Madrone, founder and now CTO of Sunfolding, the winner of the CleanStart Prize at the Big Bang in 2014.  Leila and her colleagues had come up with a very clever way to move solar panels so they were pointed as directly at the sun as possible throughout the day.  This increases the amount of energy production from a solar installation. She did it not with gears and chain drives as most had done, but with little airbags (see photo).  By doing so, she eliminated a lot of complexity and cost, making the device easy to install and operate—and with a high ROI.

Since then, Sunfolding has gone on to success after success.  She won an Edison Innovation Award in 2014, won a $2 million SunShot award in 2016 from ARPA-e, was selected for a $1 million award from the CEC to install the system on the 300 kW rebuild of the PVUSA project in Davis, won Best New Venture at the 2018 NREL Industry Growth Forum, and late last year got a contract to outfit a 39 MW system in the state, their biggest project to date.  Sunfolding now has a pipeline of over 60 MW of more projects on the way in the first part of this year.

In March, Sunfolding was among the top ten most innovative New Energy Pioneers selected by Bloomberg New Energy Finance (see article here).  There is a great article about her journey in building Sunfolding that just came out.  Also included below are some excerpts from other articles which give more details.  

Sunfolding is a great success story of building a clean tech startup from modest beginnings and what persistence can do.  Be sure to come to UCD Alumni Center on May 23 (details here) to see the new cohort of Big Bang winners including the recipient of this year’s CleanStart prize.  We hope that winner will achieve as much success as Leila and Sunfolding.

 

From Macquarie Capital Venture

An innovation within an innovation

Solar trackers, which point a plant’s solar panels towards the sun as it moves through the sky, have made solar plants more efficient but have added a layer of complexity to plant construction and operation.

“A solar power plant used to be remarkably simple,” Sunfolding’s Chief Technology Officer and Founder Leila Madrone explains.

“Trackers changed that. They increased plant efficiency and the return on investment but that came with higher construction costs, more maintenance, more moving parts that could malfunction and more expense.”

By rethinking the way a tracker functioned so that it was moved by air rather than motors, Sunfolding reduced the machine that moves the panels in a solar plant to just one component, the AirDrive. 

This increased a plant’s potential savings and yield and reduced the amount of labor needed in the construction and maintenance phases – one of the major factors in the overall cost of solar energy.  

“We have made constructing a solar plant two to three times faster, and the maintenance requirements are essentially now no more than periodically changing an air filter,” Madrone says.

“These innovative, less complex solar trackers will play an important role in changing the equation so that constructing and maintaining a solar plant in the US can be cheaper than almost any other energy source.”

Stephan Feilhauer, a Senior Vice President at Macquarie Capital, says this has the potential to change the financial dynamics of solar energy.

“The design features pioneered by Sunfolding will help lead us to the next generation of solar, one in which we realize its enormous potential.”

From Billy Ludt, Solar Power World 

Sunfolding to Supply Trackers for 39MW Solar Project in California

SAN FRANCISCO, CA, NOVEMBER 29, 2018 – Sunfolding today announced that the company was selected to supply its Sunfolding T29™ tracker for a 39MW project in California. The project is part of a larger portfolio with one of the top US EPC providers and adds to the rapidly growing number of utility-scale projects in which the Sunfolding T29 is deployed.

“We are pleased to see that word is spreading quickly about our installation speed, which is at least two times faster than traditional trackers,” noted Sunfolding’s CEO, Jurgen Krehnke. “As time is literally money in this case, installation speed makes a huge difference for our customers’ financial calculations. With simplicity and durability hand in hand, Sunfolding’s next-to-zero maintenance requirements will continue to create value during the lifetime of the plant. It is this level of systemic advantages that really sets our technology apart and drives fast adoption.”

The Sunfolding T29 uses proven technology and production methods from the automotive industry, and has three components, where traditional trackers have 21 or more. The simplicity of the solar tracker’s design means that project developers can reduce construction timelines along with associated labor and install costs. The tracker’s fewer components translates to high reliability in the field.

From CleanTechnica Charles Thurston 

Sunfolding’s AirDrive actuator, assembled in Tennessee by Tier 1 automotive manufacturer Martinrea, is based on air-driven bellows that turn the trackers toward the sun, replacing traditional motors and large metal gear plates in other company designs. The system has adopted off-the-shelf components where possible, adapting truck air brake systems and working with DuPont to develop the bellows material. “The T29 uses proven technology and production methods from the automotive industry, and has three components, where traditional trackers have 21 or more,” Sunfolding says.

 The company has filed for three patents on fluidic actuators for use in solar arrays, and has pioneered the bellows application of the material provided by Dupont Performance Polymers. Dupont became a strategic partner in 2015, advising on material selection and manufacturing, utilizing its expertise in long-lifetime, harsh environment applications like automotive and marine, the company says.

“Their technology approach employs centralized fluidics to actuate the trackers while meeting or beating the tracking accuracy of distributed mechanical motor-based systems. The fluidics approach allows the system to be modular, reducing the costs of site excavation and leveling,” according to an ARPA-e summary of the Sunfolding research project it funded.

One benefit of the T29 design is a shorter installation time, which can reduce construction crew size by one-third. “The simplicity of the solar tracker’s design means that project developers can reduce construction timelines along with associated labor and install costs,” the company says. Time trials on the tracker demonstrate that it can be installed in one-third the time as traditional trackers, the company claims.

“We are pleased to see that word is spreading quickly about our installation speed, which is at least two times faster than traditional trackers,” noted Sunfolding’s CEO, Jurgen Krehnke, in an announcement on the latest California project.

Sunfolding’s SunShot award from DOE amounted to $2 million in 2016, aimed at component cost reduction of the bellows technology. “The key is a distributed, mass-manufactured drive system with shared control. This tracking system opens up new opportunities to significantly reduce component costs, improve efficiencies in construction and site design, and improve long-term reliability for all tracking solar projects,” DOE says. “This project will build upon the demonstrated technical successes by applying advanced U.S. manufacturing and automated assembly techniques to achieve significant cost reductions,” the department adds.

The ARPA-e project brief says, “Tracking subsystems were set up and subjected to harsh environmental testing to ensure reliability over the anticipated 30-year lifetime of a PV plant. The tracking system passed the durability testing including simulated wind and snow loading and harsh-environment cycling.”

“Following several design revisions to the bellows and component-level durability testing, the team implemented a ~6 kW outdoor tracking array in Sebastopol, CA, to acquire outdoor test data on a fully-assembled system. This system has been tracking reliably since August 2015,” ARPA-e notes.

“The team was able to attract supplemental funding ($1 million) from the California Energy Commission to allow the deployment of ~300 kW of tracked PV in 50 kW phases in Davis, CA, with the first phase completed in July 2016. This project is further solidifying the reliability and durability of the tracking system while incorporating successive design optimizations in each stage to improve the ease of installation and repair in the field,” the agency summary says.

Sunfolding hired DNV-GL to perform a bankability study on the T29; a first draft was produced in August 2016. Field tests show that “the T29’s motor-free, wear-free tracker rows require minimal maintenance during the system’s operational lifetime and the tracker is showing a 99.9% uptime,” Sunfolding claims.

In May, Sunfolding received the Best Venture Award at the 2018 Industry Growth Forum, an event held by the National Renewable Energy Laboratory’s (NREL) Innovation and Entrepreneurship Center. As part of the award, Sunfolding will have access to technical assistance at NREL. This award marks the fourth major recognition of Sunfolding by programs under the US Department of Energy (DOE), the company says. In 2014, the team received an Edison Innovation Award for their work on the pneumatic tracker.

The 39 megawatt (MW) project is part of an unnamed engineering-procurement-construction (EPC) company’s portfolio of solar installations based on Sunfolding’s T29 tracker, the company says. A prior installation of Sunfolding trackers was announced in October for a 5 MW project in South Carolina that was scheduled to break ground in November. In August, another project was announced for a location in Georgia.

Among venture capitalists supporting Sunfolding are Y Combinator Incubator/Accelerator, based in Mountain View, CA, Alumni Ventures Group Venture Capital, based in Manchester, NH, and Castor Ventures Angel Investor Group based in Waltham, Mass.

Thomas Hall

ABOUT THE AUTHOR

Gary Simon is the Chair of CleanStarts Board. A seasoned energy executive and entrepreneur with 45 years of experience in business, government, and non-profits.

Lots of New Business Opportunities Identified as Utilities Evolve

Lots of New Business Opportunities Identified as Utilities Evolve

Our May 7 Roundtable took full advantage of our panel of 9 experts and an audience of three dozen.  So many ideas were flying around the room that one participant said it was like drinking from a fire hose.  The clock ran out on this session, but the crowd was very interested in continuing it to another one or more.   The focus was not on what policy should guide the evolution of the utility business, but on what business opportunities for entrepreneurs may emerge as that business changes.  It is impossible to capture all the ideas, but here are the highlights many of which involved software development:
  1. Aggregate supply from hundreds of small sources into a “virtual power plant” of 100 MW or more that can bid more easily into CAISO and get full value for the power provided.
  2. Do the same with points of load control, using sophisticated software and distributed load controls
  3. Get a better picture of the “energy density map” of loads in a service area and manage less dense areas differently (could be close to net zero draw from the grid) than more dense areas (with a big draw on grid).
  4. Find ways to add more renewables, integrate EV charging/discharging (V2G), and storage without adding substantial new costs.
    • a) Could involve providing more reliability and backup locally rather than at great distance in order to avoid adding a lot more T&D investment
    • b) Provide backup as an explicit service to customers going off-grid
    • c) Add storage at strategically located “caches” to avoid T&D investment
    • d) If complexity brings new costs, find ways to simplify to avoid costs.
    • e) Look at increasing sensors, micro-controls, and software-based network management as a way to avoid investing in large hard assets.
  5. Create software that can achieve seamless integration of microgrid devices with utility SCADA systems
  6. Use Stone Edge Farm in Sonoma as a test site for innovative new renewable and microgrid demos.
  7. Become a central buyer and dispatcher of supply and Virtual Power Plants for CCAs.  This is a function which has big economies of scale.
  8. Provide management services for a network of microgrids and backup generation
  9. Become a purchaser and aggregator of existing rooftop solar installations for which current owners and new owners of homes with solar panels no longer want responsibility.
  10. Invent very inexpensive point controls on loads that can communicate with systems to aggregate load under control.
  11. Prepare for circumstances where value of on-site production of power has lower value.
    • a) Mixed monthly charge rather than on a per-kWh basis.  
    • b) Could mean a fixed fee of $80/month charged by the grid
    • c)Find a way to turn the high fixed cost nature of poles and wires into an advantage rather than a problem
  12. Offer to refinance “stranded” contracts for renewables that are surplus to shrinking utility needs and worth less to new buyers at CCAs—stretch out payment terms, etc.
  13. Develop technologies to underground distribution lines inexpensively to reduce liabilities on wildfires—trenchless conduit-laying, for example.
  14. Re-think utility business not as supplying power, but as managing a network of assets largely owned by others.
  15. Approach CCAs about using reinvestment of “profits” in local supply or load control projects.
All of these ideas require further consideration.  Some are just trial balloons. But the keen entrepreneurial minds that gathered for this discussion had no trouble seeing a bright future for new products and services.  All the participants seemed very pleased with the creativity, breadth and depth of this first discussion and wished it could have gone on longer. Watch for our announcement of our “Part 2” of this discussion.  And many thanks to Stoel Rives for being such generous hosts for this gathering. Please join us at our next Cleantech MeetUp on May 30 at Uptown Studios.
RePurpose Energy Scores Another Big Win

RePurpose Energy Scores Another Big Win

Following on the heels of winning the Energy and Resources Category, the RePurpose Team then competed for the overall Grand Prize—and won!  In 2006, the Big Ideas Contest launched at UC Berkeley to catalyze and support an interdisciplinary and diverse network of student entrepreneurs to develop game-changing innovations.  This year, Big Ideas received a record 336 applications representing more than 1,000 students, across 12 universities and more than 85 majors. 

On Wednesday April 24 teams representing the top seven innovations, the BIGGEST Big Ideas, faced off for the $5000 Grand Prize, with Davis-based RePurpose taking home an additional $5,000 in addition to the $10,000 from the category win.   Here is their winning 5-minute Pitch Day presentation for their “second-life” battery energy storage system using used EV batteries.

“This win provides us with financial support and, more importantly, powerful validation of our progress and potential,” said Ryan Barr, COO and UCD GSM student.  Next on their agenda is finding a location at a local business for a new demo. Congratulations to the whole team on an impressive performance!