Presentation

II
PRIVATE & CONFIDENTIAL
MEXICO
USA
COLOMBIA
PERU
CHILE
What
The first fund managed by AV;
the culmination of AV’s
Investment
Thesis
that
leverages all its expertise to
provide the best value and a
profound relationship between
entrepreneurs and investors.
PRIVATE & CONFIDENTIAL
The widest network of angel
investors in LATAM and the US
Hispanic population, with
more than 250 members,
including private, institutional,
corporate and public entities.
Our incubation program that
focuses on developing a solid
business case for startup
companies in 5 main areas
(corporate
governance,
business model, marketing,
finance and legal).
The Investor Academy is a
workshop where we teach,
along with experts in the field,
some of the key implications of
being an angel investor. Its
holistic approach covers topics
from term sheets to business
model valuation, mentoring
and coaching.
www.comany.com
2
AV
AV has positioned itself as one of the most
important VC players in Mexico, and has crossed
borders to source the best startup company that
are looking for regional consolidation.
AV Network Chapter
PRIVATE & CONFIDENTIAL
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3
The AVM Co-Investment Fund I has positioned itself as one of the
most prominent and relevant VC funds in Mexico, capturing the best
projects the region has to offer. After three years of operations:
• ≈ $13 MM dollars already invested in 19 startup companies.
+600
• 54 Limited Partners, ranging from family offices, high net-worth individuals and
public and private institutions from Mexico, Colombia, Chile, Guatemala, Peru and
the U.S.
+3,000
• +50 mentors and advisors that have participated in the investment process and
portfolio business review.
Mexico
5%
10%
20%
10%
Argentina
Country
of origin
15%
United States
60%
Peru, Colombia &
Chile
Other
15%
Sector
40%
Agro / BoP
• Strategic alliances with other regional funds, private and institutional investors.
Fin-tech
• Exhaustive and progressive approach to the analysis, selection and administration
of investment opportunities.
Health
Retail
15%
ICTs / Media
10%
• Corporate governance practices designed to create solid but dynamic structures
for the investment thesis in a developing market.
• Compliance with major global standards in venture capital investments (IPEV, ILPA,
UN-PRI, IDB Guidelines, etc.).
10%
15%
23%
Seed
Stage
45%
Early stage
Growth
14%
$ round
R&D
18%
30%
PRIVATE & CONFIDENTIAL
100K - 300K
• Top tier co-investors, including:
300K - 600K
45%
600K - 1M
+1M
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4
The success of the AVCF-I has been attributed to a multidimensional
expertise, multi-sectorial network of mentors, advisors and LPs who
have helped detonate the portfolio companies’ successful trackrecord.
Guillermo Cepeda, Partner, Horton International
ICTs / Media
Joaquín Lelo de Larrea, PayPal, VIsa
Health
Mario Gamboa, Intelimétrica, AQR Capital Management
Juan Pablo González, Gonzalez Fernández Abogados
Octavio Camarena, MásNegocio (KIO Networks)
Francisco Rodríguez, CEO Mundipharma, exCEO Pfizer
Andrés Chico, Riverwood Capital
Jessica González, Grupo Farmacias Similiares
Santiago López, Southern Cross Group
Luz Astrea Ocampo, Laboratorios Psicofarma
Alberto Saracho, Fundación IDEA / C230 Consultores
Javier Salazar, Grupo SAVI
Anna Raptis, Raptis Group, Conoco Phillips
Agro / BoP
Ricardo Peón, exCEO, ING Mexico
Rodrigo Villa, Managing Partner, / Adobe Capital
Ana Paula Cantú, Aprecia Financiera
Fin-Tech
Adolfo Babatz, Paypal, Advent International
Alejandro Diéz-Barroso, Partner, DILA Capital
Retail
Gabriel Papandrea, LATAM Airlines
Mauricio Vaca, Global CFO Cinépolis
Luis Carlos González, Walmart USA
Carlos Paz, exCEO P&G Global
Adalberto Flores, Kueski, Ooyala Mexico
Jorge Zenteno, Santander Bank
Alexis Gómez Ortigoza, Scotiabank
Joaquín Lelo de Larrea, Visa, PayPal
Sergio Leal, Vinte
José Luis Carmona, Coca-Cola LATAM
PRIVATE & CONFIDENTIAL
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Investment
The current investment methodology created by AV will allow the Fund to identify
innovative and high-growth potential Portfolio Companies to scale them up in the
Target Countries. This will be achieved through three different approaches:
I
Business Model
We invest in local leaders that share similar
business models to consolidate them into a
single regional multi-platform company.
PRIVATE & CONFIDENTIAL
II
Conglomerate
We invest in a local startup company whose
business model expands to the Target Countries,
by acquiring shares from its competitors
(including complementary businesses), becoming
a multinational with an important market share.
III
Single Company
We invest in a local startup company whose
operation expands to other Target
Countries via organic growth and business
development.
www.comany.com
6
Mexico City, Mexico
Bogota, Colombia
Lima, Peru
Horacio 1501, Polanco
Carrera 11A, 93-93 of 102
Trinidad Moran 990, Lince,
(Section II), Mexico City,
Cundinamarca,
Lima, 11073
11570
Bogotá, Colombia
+51 (1) 950 035 885
+52 (55) 5255 3891
+1 (619) 878 7996
[email protected]
[email protected]
+52 (55) 5255 3891
@AVM_Mex
Angel Ventures Mexico