BDC Venture Capital is dedicating $100 million to “scalable energy/cleantech opportunities.”  They describe the opportunity as “global resource, productivity and efficiency challenges.”  And consistent with one of our recent themes, they’re shying away from capital-intensive infrastructure projects in favor of scalable, capital-efficient business models.  And they get “convergence”:  resource scarcity cuts across all industries and technology platforms, from electronics to materials to IT.  It’s about solutions that make businesses more resource-efficient and productive.  No surprise that they’ve attracted talent and built a portfolio designed to exploit smart grid, storage, green IT, building energy management, lighting and, yes, water treatment technologies.  Source: Yahoo (