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Invest Tech Brazil Miguel Perrotti

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Invest Tech

Brazil –

Miguel Perrotti

(2)

2 Venture Capital

Who we are

In ves tm en ts V eh ic les Long Term: < liquidity Short term: > liquidity Investment vehicles for long term

and stages of corporate development

Mezanino

Private Equity Stocks,

Fixed Income, Derivatives

Seed Capital

Start-up Development Consolidation Liquid Markets; Corporate maturity; competitiveness Corporate

Levels

PIPE

(3)

3 OPT Printers Inception Control Base Brasil Perrotti Informatica CBB Sold to Alcatel JV with Attachmate

Perrotti info Sold to Bank of America

Our History

1977

1987

1996

1997

1998

1999

2000

2003

2006

2009 2010 2013 CT-I USD 15mm CT-II USD 100mm

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4

 Technology as a tool to break paradigm on how the

company/market operates  Technology as a tool to improve

life quality  Traditional markets

 Consolidation is key for success  Use of Invest Tech experience in

M&A projects

 Closer strategic exits

 New technologies  Growing markets  Next technology wave

 High potential entrepreneurs  High aggregated value by our

team and experience

 New technologies in key market segments (Healthcare and Cleantech, e.g.)

 High potential in the long term;  Entrepreneurs are usually

reference in their fields  Mission: INVEST in innovative

processes with high growth potential in consolidated market segments

 Mission: DEVELOP companies and their leaders in innovative and competitive cycles. Usually investments in established companies with new offerings and positioning.

 Mission: CONTRIBUTE to social, economic and technologic development

 Technology, services and processes with a proven track record and long term revenue  Growth strategy based on

strengthening the investee

 Technologies that will be present in the medium to long terms.  Invest in entrepreneurs and their

vision to create unique solutions

Our portfolio strategy combines 3 pillars to generate a better return with smaller risks

Consolidation and Growth Searching for Leadership Segment Reference

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6 Corporate Governance 2 degrees of separation Redefine Sales & Strategy Initial Value Indication of Executives Management tools Operational Committees End Value Alignment of Company & Shareholders Relationship Growth Plan Value @ Investment Agility and assertiveness Professionalization Operational excellence  Focus on Mobility:

- Sell the Portal/Internet Business

- Acquisition of a new company to strengthen the growth strategy

 Develop the sales channel Controller / Commercial Director ERP Implementation

Weekly operational committee 2 independent counselors

Audited company Implementation of KPI’s

Invest Tech and Navita interaction

Invest Tech hands-on approach

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7

Revenue Growth

2009

2010

2011

2012

2013

2008

Revenue BRL mm

0,75

3,8

Mobility

Total

20,5

20,5

CAGR Mobility 2009-2013: 129% p.y.

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8 * MMS= Managed Mobility Services ; TEM = Telecom Expense Management

Company

Opportunity

 Enterprise Mobility Management  Main BPO Brazilian provider for MDM*  Started TEM* offer in 2011

 Partnership with Manufacturers and Carriers  + 300 Large Enterprise Customers

 +2.000.000 apps active users in +130 countries  +150.000 smartphones and tablets under

management

 Corporate clients all over Latin America  MDM / TEM business model: BPO or SaaS

 In 2011, the Company sold its Portal division (R$ 2,3 MM in revenues- 2011)

 Well positioned to maintain market leadership

and leverage operations

 Opportunities to grow in Brazil and Latam

 Opportunities to acquire synergic business partners

 Aggressive growth strategy and capacity to leverage current company’s team

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9

Professionalization of enterprise mobility Cost Reduction in Real Time Telecom Contracts Management  Accountability  Logistics + Complete Mgt of Devices + Confidential Content + Controlled Access

Navita EMM: Enterprise Mobility Management

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10

2003

•Navita is created by Roberto Dariva and Fabio Nunes

•Proprietary portal solutions

•Web based custom applications Key Events Offers Main Clients

2007/2008

•Mobile solutions for RIM Platforms •Main Blackberry Partner in Latam •Development of Successful B2C Applications •Portal Solutions •MMS for Blackberry platform •Consultancy and Training •Mobile Applications

2009 / 2010

•Mobile solutions for other platforms •Investment from Capital Tech I •Significant growth of Smartphones and demand for MMS •Portal Solutions

MMS for ALL platforms (iOS, Android) •Consultancy and Training •Mobile Applications

2011 / 2012

•Clients seeking combination of MMS and TEM •Acquisition of Informatec, a TEM provider company

•Portal Solutions (sold)

MMS for ALL platforms

TEM

•Consultancy and Training

•Mobile Applications

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11 Highlights:

2008: Company focused on Internet Portals

2009: 25% of revenues originated in Mobile services. Investment of Capital Tech in Nov/09.

2010: 50% of revenues originated in Mobile services. Consolidation of MMS strategy.

2011: 80% of revenues originated in Mobile services. TEM offerings starting.

2011: The Company sold its Portal division to focus on MMS & TEM

2012: Informatec acquisition: one of the best software for telecom management in Latam

2013: Strengthen of partnership channels both with Telco´s Providers and with Integrators

Net Revenue (BRL MM)

Historical Performance

2,3

3,8

7,6

7,6

12,8

20,5

2008 2009 2010 2011 2012 2013

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12

Net Revenue – BRL MM

Business Model

24 to 36 months contracts with penalties for early leaving Based on devices managed (smartphones, tablets, modems) Additional services –

consulting, training (We are RIM’s Ed. Services area for south cone)

Additional monthly fee for: logistics,

storage, inventory management, pro-active monitoring

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Miguel Perrotti

Invest Tech - Private Equity & Venture Capital

Email: mperrotti@investtech.com.br

Web site: www.investtech.com.br

Address: Paulista avenue, 2073 - 12º floor São Paulo-SP, Brazil

References

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