Waterplan

Emerging

San Francisco AI water risk platform for multinationals quantifying financial exposure from water stress; $18.5M YC and Google-backed serving Coca-Cola and Diageo for SEC climate disclosure and TCFD water risk reporting.

Updated March 2026

Company Overview

About Waterplan

Waterplan is a San Francisco-based climate technology company providing an AI-powered water risk intelligence platform that helps multinational corporations identify, quantify, and mitigate water-related financial risks across their industrial operations and supply chains. Founded in 2020 and backed by $18.5 million raised from Y Combinator, Google for Startups, and environmental investors including Leonardo DiCaprio's fund, Waterplan serves major corporations including Coca-Cola, Diageo, Colgate-Palmolive, and AB InBev — consumer goods companies where water access directly impacts production continuity and sustainability reporting obligations.

Business Model & Competitive Advantage

Waterplan's platform combines real-time satellite imagery, operational facility data, and hydrological models to generate site-specific water risk assessments: for a brewery in a water-stressed river basin, Waterplan quantifies the probability and financial magnitude of water access disruption, regulatory water allocation tightening, and reputational risk from operating in water-scarce areas — translating physical climate risk into the financial metrics that CFOs and boards require for SEC climate rule disclosures, TCFD (Task Force on Climate-related Financial Disclosures) reporting, and CDP water security submissions. The mitigation roadmap connects risk assessment to specific water efficiency, conservation, and alternative sourcing actions with modeled ROI.

Competitive Landscape 2025–2026

In 2025, Waterplan competes in the corporate water risk and ESG data management market with Ecolab (NYSE: ECL, water treatment and monitoring services), Xylem (NYSE: XYL, water technology infrastructure), and ESG platform providers (Workiva, Sphera) for enterprise water risk software. Water has become a material financial risk for consumer goods, agriculture, semiconductors, and data center companies as climate change intensifies stress in critical industrial regions. SEC climate disclosure rules and EU CSRD (Corporate Sustainability Reporting Directive) create compliance-driven demand for quantified physical water risk reporting. The 2025 strategy focuses on expanding industrial site coverage (mining, semiconductor fab, hyperscale data centers), building supply chain water risk mapping, and growing regulatory-driven European markets.

Revenue
$18.5M
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Key Differentiators

Emerging Innovator

Waterplan is an emerging player bringing innovative solutions to the Data & Analytics market.

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