Altus Power SPAC Presentation Deck
Altus Power is a Category Defining Company
Altus Power may be compared across a variety of energy transition peers and its characteristics make it a unique
investment opportunity
Key Similarities
Key Differences
sunnova
Residential
Solar
SUNPOWER
sunrun
▲ Operates in the high-growth, onsite solar
generation industry benefiting from strong
customer demand and regulatory support
▲ Long-term contracted cash flows
A Similar origination processes
▲ EBITDA positive
Shirley Landfill 1.4 MW Solar System
▼ Higher customer acquisition cost
ARRAY
TECHNOLOGIES
Solar
Technology
shoals
WHENDES
e
ENPHASE
solaredge
▲ Benefits from strong growth of the solar sector
▲ Technology forward platforms supporting evolving
product and service opportunities
▲ Tangible near-term valuation metrics
▼ No asset ownership and limited recurring revenue
CBRE Acquisition ALTUS POWER
Holdings
Energy
Transition
Bloomenergy -Chargepoin+: EVgo
T
stem
VOLTA
▲ Exposed to similar ESG / clean energy
market dynamic
HANNON
ARMSTRONG
TESLA
▲ Innovative companies with proprietary technology
▲ Valuations benefit from strong near-term growth
▼ Alternative business models
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