But you're right. It's the company that I was most surprised to see in the list. The economics don't yet make sense to me.
I pushed Carmichael Roberts (BEV's head of investing) to explain. He said he has studied water startups for years, and he really likes the tech. But more importantly, he is very impressed by Cody's skill to sell this unit and far wide. It's already in 16 countries.