This document discusses the history and growth of Movile Group, a technology ecosystem company. It summarizes that Movile Group has: - Received $930 million in funding and has 350 million monthly users. - Includes companies like iFood, an online food delivery platform that saw 101% yearly order growth, and Wavy, a customer experience platform that has transitioned from messaging to conversational commerce. - Faced challenges with strategic planning, acquisitions, expansion, and product/market fit that required layoffs but achieved success through a focus on mobile growth, multiple acquisitions, and an ambition to impact 1 billion users.

1. A failing case
with a happy end
Eduardo Lins Henrique
Movile co-Founder & CEO at Wavy

2. MOVILE GROUP IS
AN ECOSYSTEM OF
TECHNOLOGY
COMPANIES
+ $930MM USD in funding
+350MM of users/month
+2.900 people in 15 offices

4. The AWS of Financial Services
Technology platform with a white-label Business
Model redefining payments and banking
Zoop is the only platform in the market that allows
businesses to become fintechs
Partnering with hundreds of different segments we
have no boundaries for exponential growth
4.000% TPV growth in 2018
+10% revenue growth MoM
+500 partners from different segments

7. Wavy: Customer Experience Platform

8. Events Destination in Brazil
2.000.000
Monthly
TICKETS SOLD
Source:SimilarWeb
Traffic comparison – most relevant ticketing players
Sympla’s web traffic is the sum of the 5 strongest competitors.
12.000.000
Monthly
VISITORS
23.000
Simultaneous
EVENTS FOR SALE
Net Revenue
128% CAGR
191% YoY Growth

10. SUCCESS
What it looks like What it really is

11. 1
2

12. 1
3
Strategic Planning
M&A and management > “The Mobile AB Inbev"

13. 1
4
Growth Strategy
M&A and management > “The Mobile AB Inbev"
Marketing skills
CTO vs Engineering
20% Layoff
Acquihire
2007 crisis
35% Layoff
Carrier’s partnership
CEO vs COO
Burning money like crazy
$
Seed Series A
$
Series B
$
Series C
LatAm Expansion
Layoff in LatAm
Cultural Challenges

14. Product & Tech Dilemma in 2011
1
5
• Migrate our products from Feature Phones to Smartphones
• Example: mLearning from SMS to Apps

15. Ambidextrous Organization

16. 1) Strategic Investments
1
7
$
Series A
Achievements in 4 years:
• From 7% to 80% in mobile orders
• Grew from 15k orders/mo to 17M (2019)
• +15 M&A’s
Marketing skills
Product mentoring
Investment capacity
M&A Strategy
Management
+
“It’s in Silicon Valley that
entrepreneurs create global tech
companies”
Fabrício Bloisi, Movile’s CEO
2) Keep growing and innovating
Expansion Strategy (or survival strategy…)

17. 1
8

18. 1
9
Kids is an opportunity!

19. 2
0
TOTAL budget of $3,000 USD

20. 2
1

21. 2
2

22. Current Dilemmas

23. 1 2 3 4
Product/Market Fit Scaling Profitability
Angel investors
and Movile :)
VCs & growth equity
and Movile :)
Private equity
and Movile :)
Reinvention/Decline

24. USD 500M funding: raise the bar even with a lot of money
25

25. iFood: Orders 101% YoY growth, clear leader in Brazil
BR Total orders (M)
Apr17
Jan-17
3,0
Feb-17
Aug-17
Feb-18
Mar-
17
May-
17
Sep-17
Jun-17
Jul-17
Oct-17
May-
18
Nov-17
Dec-17
Jan-18
Mar-
18
Apr-
18
Jun-18
Oct-18
Jul-18
Nov-18
Aug-18
Sep-18
Dec-18
13,4
+345%
26
Benchmark: Meituan

26. Wavy: from Messaging to CX and Conversational Commerce
SMS
New platforms

27. Lean, Iterate, Data Driven, Review, Take Risk and Learn from your mistakes Fast and Cheap
How do we face innovation?
2
8

28. Our Big Dream
is to impact the life of
1 billion people
through our apps
WE ARE JUST
STARTING!

29. Eduardo Lins Henrique
CEO at Wavy
Co-founder of Movile Group
edu@movile.com
THANK YOU!