ENGIE NEW VENTURESMay 23, 2016

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New Ventures: Investment Strategy & Key Figures

17/03/2016 ENGIE NEW VENTURES

OBJECTIVE Creating a privileged relationship with external innovative start ups committed to energy transition

FUND SIZE 140M €

FOCUS Companies at development stage, with differentiating technology or an innovative business model

DOMAINS OF ACTIVITY

Decentralized Generation and Storage Demand Side Management and Energy Management Software Home Comfort and Energy Efficiency Cities & Territories, Mobility, H2, Gas & Biogas Internet of Things

GEOGRAPHY Europe, North America, Israel, Asia

INVESTMENT STRATEGY

Minority share with a seat on the Board Endorsement by one or several BUs Exit strategy: integration within a sponsoring BU, M&A by other

companies, IPO

Since May 2014:

■ 8 direct investments

■ Total invested amount: 31M€

■ More than 600 startups reviewed

■ Average investment size: 4M€

■ 1 investment in a VC fund

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New Ventures: Dealflow Statistics

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3%3%

31%

4%6%6%

32%

14%

STARTUPS BY COUNTRY

Belgium CanadaFrance GermanyIsrael United KingdomUnited States Other

30%

30%

22%

8%

7% 3%

STARTUPS BY DOMAIN

Decentralized Generation, Storage & Centralized GenerationHome Comfort and Energy EfficiencyCities & Territories, Mobility, Gas/Biogas, H2OtherInternet of ThingsDemand Side Management & Storage Software

18%

9%

16%

8%5%

44%

STARTUPS BY SOURCE

BUs Other internal DirectFund of funds OpenInnov External

Paris and San Francisco Offices

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Paris – Corporate Venture

Anna KurowskaAnalyst

Hendrik Van Asbroeck ENV DirectorIn charge of Tendril, Powerdale and KiWi

Eric Vincent ENV Deputy DirectorIn charge of Redbird

Guillemette PicardInvestment Director & IoT Domain DirectorIn charge of Sigfox

Julien CoudyInvestment DirectorIn charge of Apix

Scott PinizzottoInvestment DirectorIn charge of AMS

Giovanni RavinaInvestment Manager

San Francisco – Corporate Venture

Sheeraz HajiSenior Advisor

Arnout DijkhuizenJunior Investment Director

Stephen GrantDomain DirectorIn charge of Home Comfort and Energy Efficiency

Mark AkehurstDomain Director (Coordinator)In charge of Decentralized Generation, Storage, and Centralized Generation

Jean –Philippe CagneDomain DirectorIn charge of Cities & Territories, Mobility, Gas/Biogas, H2

Paris – Supporting Experts

Mark BaileyDomain DirectorIn charge of Aggregation and DSM

Havida MamouExecutive Assistant

Startups in the ENV & ENB Portfolio

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Startup Domain Country Company Summary Invest. Date

Cities &Territories,

Mobility

Hardware & Software supplier for energy monitoring & electrical vehicles founded in 2003 Energy monitoring: sub-metering system; full-service: data capture to consumption reports CarPlug: charging station supplying electricity to the vehicle and reporting its consumption

August 2014

Home Comfort and

Energy Efficiency

Provider of Energy Services Management (ESM) solutions founded in 2004: Software platform for utilities for residential energy consumption data analysis Measures behavioral energy efficiency, customer satisfaction and revenue generation

February 2015 + December 2015

Drones and Robots

Drones operator for B2B market founded in 2012 Expert in the analysis of technical data collected by drones with the focus on network

supervision, industrial assets inspection, mines supervision and precision agriculture

February 2015

IoTIoT company founded in 2009 in Labège (Toulouse) Owner and operator of the network dedicated to connected objects

March 2015

Industrial Process Devices

Gas Chromatography device producer incorporated in 2014 resulting from 8 years of collaborative research between CEA (France) and Caltech (USA) Real time process monitoring for petro-chemistry, gas quality & other emissions analysis

April 2015

Aggregation and DSM

Demand response aggregator founded in 2009 Full suite of grid balancing services to industrial and commercial customers reducing

electricity consumption at peak times July 2015

Storage integration

Provider of integrated storage solutions for grid support founded in 2013 Advanced storage systems with energy management services to B2B clients and local

utilities July 2015

Cities &Territories,

Mobility

Big data analytics to measure consumer mobility patterns founded in 2011 License massive amounts of anonymous data from mobile data providers and create

powerful analytics for improved marketing, siting and city planning decisions

February 2016

ENGIE M2M IoT Belgium M2M Network operator relying on the SIGFOX technology June 2015

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How to present us your project?

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