Elevar equity presentation - tbli maya chorengel


Published on

TBLI CONFERENCE™ is the prime annual global networking and learning event on Environment, Social, Governance (ESG) and Impact Investing.

Monday and Tuesday, June 17-18, 2013

Paul Rose
Vice President of the Royal Geographical Society
Richard L. Kauffman
Chairman for Energy Policy and Finance for the State of New York - Governor of New York's Office and Cabinet - United States of America
Martin Rapaport is chairman of the Rapaport Group and founder of the Rapaport Diamond Report

Published in: Economy & Finance, Business
  • Be the first to comment

  • Be the first to like this

Elevar equity presentation - tbli maya chorengel

  1. 1. elevar equity elevar equity is a thesis based equity investor focused on generating outstanding investment returns by connecting underserved communities to global networks
  2. 2. 2 Disclaimer This presentation and its contents are confidential, and this information should not be repeated or disclosed, in whole or in part, to any other person. This presentation has been provided to you for discussion purposes only and may not be relied upon by you in evaluating the merits of investing in Elevar. This presentation does not constitute and should not be interpreted as either an investment recommendation or advice, including legal, tax or accounting advice. This presentation is not intended as an offer or solicitation with respect to the purchase or sale of any security nor does it constitute an offer or solicitation in any jurisdiction in which such an offer or solicitation is not authorized or to whom it is unlawful to make such solicitation or offer. Any investment decision should be made based solely on the Confidential Private Placement Memorandum, including the risk factors set forth therein, if applicable, definitive legal documents and appropriate due diligence by the prospective investor. We believe the information provided herein is reliable, as of the date hereof, but do not warrant its accuracy or completeness. In preparing these materials, we have relied upon and assumed, without independent verification, the accuracy and completeness of all information available from public sources. Past performance is not a reliable indicator of future performance.
  3. 3. 3 • Individuals in disconnected communities are economically active but underserved • Elevar identifies entrepreneurs and new business models that connect communities • Trillions of dollars of unmet needs • Potential market: over 4 billion people Disconnected communities are an undervalued asset and an investment opportunity Enormous Untapped Market # of SMEs in Emerging Markets 400+ million SMEs Credit Gap in Emerging Markets $2.1-$2.5 trillion Migrants estimated worldwide 215 million Remittances to emerging markets $406 billion (2012e) Market for small home-improvement loans $331 Billion Unmet housing units need in India and Latin America 56 million Sources: World Bank, Inter-American Development Bank, McKinsey & Co, World Resource Institute
  4. 4. 4 Business Models That Scale Elevar company business models show strong revenue momentum and profitability
  5. 5. 5 Total Revenues – Elevar Fund II $70.2 $52.6 $41.2 $18.7 $7.1 In Millions Excludes Comat. Calendar year financial results for all portfolio companies 1 For year 2013, figures are estimates based on each company’s projections. Projections were completed by each of the Fund II portfolio companies and the numbers have not been audited by Elevar Equity $127.9 1
  6. 6. 6 ELEVAREQUITY - CAPITALMOBILIZED Elevar Invested Equity $49mm (1%) Additional Equity Raised by Elevar's Portfolio $500mm (12%) Debt Raised by Elevar's Portfolio $3,750mm (87%) Total Portfolio Capital $4,299mm (100%) Elevar Portfolio Co.’s: Capital Mobilized Elevar has crowded in over $4 billion by accessing commercial capital • Over $500 million in equity and over $3.7 billion in debt raised • Each $1 committed by Elevar has been matched by an additional $87 • Invested $49 million of equity in 16 companies in one or more rounds of capital raises • Recruited top notch, commercial co-investors like Sequoia Capital, Silicon Valley Bank/Saama, Helion, Wolfensohn and others
  7. 7. 7 With some investments, impact and financial return do go hand in hand High Financial and Impact Return Fund I Fund II Total Portfolio Companies * 7 10 16 Customers (Borrowers/Clients) 7,102,335 1,282,444 7,352,126 Total Revenues - 2012 $135 million $70 million $162 million Gross Loan Portfolio $633 million $264 million $727 million Debt Crowded In $4,244 million $378 million $4,303 million Equity Crowded In $443 million $112 million $500 million Follow On Rounds of Financing 14 5 16 * Ujjivan has investments from both Fund I and II.