18. The Latam Revolution
465,000,000
people speak Spanish
2.92$
TRILLION USD
2.81$
TRILLION USD
1.56$
TRILLION USD
Personal Disposable Income (2010)
China Latam India
19. Connectivity
By 2016, there will be
80 million Mexicans with
broadband access
80
Compared to 30 million in 2009.
And less than 3 million in 2000.
MILLION PEOPLE
Compared to 50 million in 2012.
By 2016, there will be 300
million spanish speaking
latam with broadband
300MILLION PEOPLE
20.
21.
22.
23.
24. Solving Real World Problems
Payment Methods e-Commerce Financial Services
Apps Transportation
Collaboration/
Productivity
SMB SaaS Marketplaces Education
Investment Themes
Subscriptions Transactions Referrals
Preferred Business Models
25. Investment Thesis
2-3 Founders
Development capabilities
Marketing/sales capabilities
Committed 100%
Willing to stay +5 years
Coachable
Clear customer pain
Total addressable market
larger than $1 billion USD
In beta
Early traction
Team Market Product
“Biggest opportunities will arise in emerging markets”
Mexico/Spanish
“Talent is everywhere”
Global/English
RELATIVE IMPORTANCE
TEAM MARKET PRODUCT
DEAL DISTRIBUTION
GLOBAL MEXICO