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IMPACT THESIS
PIPA BELIEVES IN THE POTENTIAL OF ENTREPRENEURS AND BUSINESSES AS PROTAGONISTS IN CREATING A MORE INCLUSIVE AND SUSTAINABLE WORLD.
Purposeful and driven, committed to regenerating communities and the natural environment
PIPA EMPOWERS ENTREPRENEURS THAT ENHANCE HUMAN POTENTIAL AND WELL-BEING THROUGH SCALABLE BUSINESS MODELS.
PIPA SUPPORTS BUSINESS MODELS THAT ARE:
Disruptive and innovative, solving existing problems in radically new ways
Ambitious and huge, capable of reaching upwards of 5 million people within 10 years
Evidenced with potential for financial return, minimum market size of R$200 million
Ready to goto market, with a ready prototype
OUR MODEL
On a global scale, the major gap in the impact investing ecosystem is the lack of effective incubators and accelerators to provide necessary funding, human capital support, and sector specific expertise to early-stage businesses and entrepreneurs.
PIPELINE ACCELERATORS SEED
8-10 IMPACT INVESTING VC
AND PE FUNDS
PRIVATE EQUITY AND
OTHER COMMERCIAL
GAPS IN BRAZIL
OUR MODEL
8-10 IMPACT INVESTING VC
AND PE FUNDS
PRIVATE EQUITY AND
OTHER COMMERCIAL
INSPIRATIONContentEventsCo-workingEducation
INVESTMENTAccelerationSeed FundAcess to funding
Pipa aims to fill the gap in the ecosystem in Brazil by providing inspiration and investment to high-impact, early/stage entrepreneurs.
WE SEE BRAZIL AS A LAB FOR THE WORLD.
The global population is growing and will reach 9.5 billion people by 2050.
The so-called Base of the Pyramid is going to compose 2/3 of that number.
The elderly will make up 1/4 of the total population.
Alongside this extreme growth, we continue to live in a world that excludes disadvantaged populations, increases stress on natural ecosystems, and only further prevents people from being able to meet their needs in a sustainable way.
In Brazil, many of these challenges are exaggerated:
One of the fastest emerging markets, Brazil is a country with both extreme social challenges and immense potential to be a leader in changing the way the world does business.
We believe that by starting with Brazil and proving success here first, we can eventually bring positive change to the world.
• Brazil is consistently one of the top 10 most unequal countries in the world
• 2 in every 3 Brazilians live on less than R$25 per day
• 1 in every 8 Brazilians is over 60, and the population continues to age
• Less than 30% of the population has more than a primary education
• More than 70% have no access to health insurance
• 72% of deaths are caused by chronic non-transmissible diseases, most of which could have been avoided by better habits
Sources: IBGE 2010, PNAD 2012, CIA Factbook
OUR FRAMEWORK FOR IMPACT To create a more inclusive and sustainable world, Pipa believes the core leverage points are in:
through
1. Helping to better capacitate individuals and connect them with opportunities for economic growth
2. Making learning more affordable, accessible, and effective
MAXIMIZING HUMAN POTENTIAL
GUARANTEEING HUMAN WELL-BEING
through
1. Improving access and quality of health and healthcare services
2. Helping people live in greater harmonywith the natural environment
OUR FRAMEWORK FOR IMPACT
ACCESS & AFFORDABILITY
DIAGNOSTICS
INTEGRAL & PREVENTATIVE HEALTH
TEACHING/LEARNING
MANAGEMENT
BEYOND THE CLASSROOM
RESOURCE USAGE
WASTE & EMISSIONS
CONSCIOUS CONSUMPTION
SOFTWARE FOR:
BIOTECH
BIG DATA & AI
NETWORKS
SKILLS & TECHNICAL TRAINING
CONNECTIONS & OPPORTUNITIES
MANAGEMENT
ACCESS TO MARKETS
TECHNOLOGY WILL BE A KEY PLAYER IN THIS CHANGE.
Technology is advancing exponentially, and the next 100 years in innovation will be proportionally equivalent to more than 20,000 days in today’s time.
This is affecting all sectors of our life, creating solutions that we could not have even imagined 20 years ago.
With rapid advances and dropping costs, technology is allowing for the creation of profitable business models that provide scalable solutions.
BIOTECH COMPUTING 3D PRINTING
BACTERIAL AND ARCHEAL GENOME SEQUENCES SUBMITTED TO GENBANK
Tota
l num
ber o
f gen
omes
1000
2000
3000
4000
1995 2000 2005 2010
EXPONENTIAL GROWTH OF COMPUTING
Calc
ulat
ions
per
Sec
ond
per $
1,000
1
10ˆ15
10ˆ35
10ˆ55
1990 2000 2100
Insect brain
Mouse brain
1 human brain
All human brains
THE NUMBER OF ITEMS ON THINGIVERSE
BREAKTHROUGHInnovations and technologies that offer essential or life-changing products and services.
A BREAKTHROUGH TECHNOLOGY IS AN INNOVATION THAT IS:
solves one of humanity’s greatest challenges, affecting 100 million people globally
has potential to create much greater impact on a global scale
has the ability to radically change the industry or a create new one
REVOLUTIONARY
EXTREMELY SCALABLE
HIGHLY DISRUPTIVE
BIG DATA & AI
Examples of technologies that promise breakthrough potential include:
BIOTECH
NETWORKS
Big Data & AI are increasing volume, velocity, and variety of available information, allowing for large-scale data gathering and analytics that can be applied to a range of industries, from pharmaceuticals and healthcare to retailing and commerce.
Biotech promises great potential in bringing about large-scale changes in health, agriculture, biofuels, and environmental practices. Improvements could change the way we farm, eat, source energy, and are cured.
Networks are transforming the way people work, govern, communicate and live, offering instant connection to engage with real time events on a global level. Around the world, more than 1.2 billion people are already connected through social media or social network sites.
Source: World Economic Forum 2012
AND OTHER EMERGING TECHNOLOGIES
HUMAN POTENTIAL
• Lack of skills
• Limited connections to people and to opportunities
• Limited access to markets
INCOME GENERATIONHelp individuals to achieve their full potential and live a better quality of life through better economic opportunities.
PROBLEMS
Priority Groups:
Better capacitate and connect people with opportunities for economic growth through:
OPPORTUNITIES
• Technical Training
• Opportunities and Connections
• Management
• Access to Markets- Micro-entrepreneurs
- Small businesses
- Small producers
- Elderly
- Youth (12-24)
- Micro-entrepreneurs
- Small businesses
- Small producers
- Elderly
- Youth (15-24)
4 million
6 million
4 million
23 million
33 million Source: IBGE 2011, SEBRAE, IFAD 2011
TECHNICAL TRAINING
Focus Areas:
• Access to technical training and skill building programs
• Innovative ways to provide training
Only 59% youth who believe that post-secondary improved employment opportunities, and more people are looking to technical training.
Enrollments in Technical Courses
2007 2008 2009 2010
PRIVATEPUBLIC Source: INEP/MEC and Itaú BBA
387
393
780
449
479
928
499
538
1.037
545
596
780
57% employers unable to find skilled workers
Large employers have an average 32 vacancies, and 80%
employers would pay at least 20% more for the right talent.*
**Source: Manpower 2010 Talent Shortage Report
Ranked in order of need, Brazil’s labor shortage is greatest for:**
1. Technicians (operators, maintenance technicians, engineers)
2. Manual laborers (electricians, plumbers, carpenters, etc.)
3. Plant operators
4. Administrative administrators
5. Laborers
6. Engineers
7. Drivers
8. Finance and accounting staff
9. IT Technicians
10. Sales Representatives
*Source: McKinsey Survey 2012
OPPORTUNITIES & CONNECTIONS
Focus Areas:
• Connect people to jobs, work or entrepreneurship opportunities
• Helping people expand their networks and horizons of income generation pathways
Increasing access to internet is opening new channels to connect people with income generating opportunities.
people worldwide find work by connecting them with employers globally.
Online employment marketplaces are helping an estimated
12 million
Source: World Bank 2013
The already R$30 billion e-commerce market in Brazil is expected to double within the next 5 years, offering an enormous opportunity for virtual marketplaces.
There are influences on poverty other than lowness of income; income is not the only instrument in generating capabilties
Source: Forbes 2012
- Amaryta Sen
““
Being more connected to a strong network greatlyenhances a person’s ability to generate income.
MANAGEMENT & FINANCIAL TOOLS
Focus Areas:
• Tools and support services for micro-entrepreneurs and small businesses, including administrative, financial, technological and other solutions.
Brazil has no shortage of entrepreneurs.
• 1 in 6 adults is either trying to launch a business or already owns a venture less than 42 months old
• Another 1 in 6 adults is running a moreestablished venture
Individual, small and medium sized entrepreneurs, therefore, have a hard time managing their businesses:
• Limited knowledge about finance and taxes
• Lack of planning
• Mix of business and personal finances
But less than 10% have had any entrepreneurship training.
Current Management Techniques Source: SEBRAE 2009
Financial Software
18%
4.05 million
Spreadsheet, manual control
82%
ACCESS TO MARKETS
Focus Areas:
• Access to better buyers, better prices, and better deals
• Access to technology and information
• Access to capital
The Northeast region of Brazil contains single largest concentration of rural poverty in Latin America, with
Due to a lack of technology and information, some of the main challenges for small producers are:
• efficiency• market access • fair prices
80% living in poverty.
The majority work in agriculture, which as a whole accounts for
15% of the Brazilian workforce.
For small and growing businesses, three of the greatest challenges are:
• access to capital• access to talent• access to markets
Online networks offer unprecedented
access to information and
a way to instantly share data.
• Poorly prepared teachers
• Poor content and methodology
• Limited technology and cutting-edge tools
• Inefficient management
• Good education is expensive
• Low access to higher education
EDUCATIONCreate a society with fully empowered citizens capable of reaching their full potential.
PROBLEMS
Priority Groups:
Make learning more accessible, affordable, and effective through:
OPPORTUNITIES
- Primary
- Secondary
- Post-secondary
31 million
8 million
5 million
• Innovations in teaching/learning
• Better management
• Learning Beyond the Classroom
- Teachers
- BOP
- Education for all ages and all formats- Public
- Private
33 million
6 million
Basic Education
HUMAN POTENTIAL
Source: INEP/MEC and Itaú BBABasic education numbers refer to 2010; ** Post-secondary numbers refer to 2009.
TEACHING/LEARNING
Focus Areas:
• Training for teachers
• Better learning modules, i.e. games, personalized, video-based, tracking, adaptive learning platforms
• Better tools, i.e. courses, educational materials, software
Out of 65 countries, Brazil ranks 53rd in reading and 56th in math and science.
With poorly prepared teachers, ineffective curriculums, and misfit methodologies, student performance is not up to par and
student engagement remains low.
Source: OECD 2012
0
50
100
150
200
250
300
350
99 00 01 02 03 04 05 06 07 08 09 10
3 12 2340 54
73
113
154187
220247
291
Municipalities using the learning system in the state of São Paulo
Source: Fundação Lemann and Itaú BBA
MANAGEMENT
Focus Areas:
• Automated administrative management and support services, like ERP
• Educational management solutions
Perhaps the biggest challenge in formal education in Brazil is
poor management.
Teachers and students have very high absenteeism, school directors do not have a background in business or management,
and management is very inefficient.
This is a problem at the school, municipal, state and federal level.
70%of Brazilian Schools don’t have
administration softwares
90%of those that do, use 3 or more softwares
135.000institutions still use paper
BEYOND THE CLASSROOM
Focus Areas:
• Affordable and accessible learning from online, including distance learning, MOOCs, preparatory platforms
• Complementary learning aids including test prep
• Collaborative learning platforms, like class sharing, social networks
Source: INEP/MEC and Itaú BBA
Educational Cycle (in Millions)
Start the primary
education
Conclude the
primary education
Conclude the
secondary education
Enroll in the post-
secondary
Garduate from the
post-secondary
6.0
2.51.8 1.5
0.8
Affordability and access to learning opportunities beyond the classroom are a problem.
Affordability is one of the most important factors why youth don’t continue to study.
Source: McKinsey Survey 2012
D-learning already accounts for
14.6% of higher education.
There are already 2.6 million people enrolled in different courses provided via distance learning.
Source: Abril Education Report
HUMAN WELL-BEING
• Insufficient access to healthcare and sanitation
• Poor quality of public care
• Lack of infrastructure and high-level professionals
• High presence of non-transmittable diseases
• Fragmented approach to healthcare
HEALTHEnsure that people live longer, healthier, happier lives
PROBLEMS
Priority Groups:
Improve access and quality of health and healthcare through:
OPPORTUNITIES
- Diabetes
- Alzheimer
- HIV/AIDS
14 million*
1.2 million*
718.000**
• Access and Affordability
• Diagnostics
• Integral and Preventative Health
- BOP
- Elderly
- Critical or wide-spread illnesses
Critical and wide-spread diseases
Source: SUS*, Ministerio de Saúde**
ACCESS & AFFORDABILITY
Focus Areas:
• Alternative and creative forms to provide affordable basic health services
• Complementary products and services to SUS
• More effective models of medical care outside of urban centers
• Quality services and care for the elderly
• High quality low cost treatment
19% of Brazilians do not have access to potable water
57% of Brazilians still do not have sewage collection
60% of these problems occur in the North and Northeast regions.
At the institutional-level, there is a lack infrastructure, technology,
and high-level professionals.
1.72 physicians/1,000 population
2.4 hospital beds/1,000 population
At the patient-level, there is a lack information on what healthcare services are available.
Source: Trata Brasil 2010
Source: OCED 2010
60% i
DIAGNOSTICS
of deaths from AIDS in Brazil are associated with late diagnosis
There is a growing digital ecosystem for tools and instruments that make diagnostics, care, and treatment available from home:
• Wireless sensors
• Touch-free sensors
• Tracking devices
Source: Ministry of Health 2011
Focus Areas:
• Accessible diagnosis for all people
• Do-it-yourself, easy and friendly diagnosis in your hand
• Portability and mobility for health professionals
There is also a need for smaller clinics and new machinery that can provide local on-site access to diagnose, treat, and prescribe the appropriate medicine.
40%
more expensive to treat cancer diagnosed at an advanced stage
4.6times
Source: See Change Health
INTEGRAL & PREVENTATIVE HEALTH
Focus Areas:
• Creation of healthy day-to-day attitude and habits
• Interactions with the health care system and a more active role for the patient as a participant
• Collaboration between different health professional and multidisciplinary health teams
Better well-being,better health, less cost
Source: Trata Brasil 2010 Source: OCED 2010
Well-being is not simply feeling well.
It involves 7 dimensions:
For businesses:
People with high-level ofwell-being cost:
Having a higher level of well-being is associated with:
5%
24%
5%
less absences from work
less loss of productivity
better performance
59%
Mental
Physical
Socioenvironmental
Cultural
Professional
Emotional
HUMAN WELL-BEING
• Humanity currently living and consuming well beyond the limits of the planet
• Rising consumption
• Increasing waste
SUSTAINABLE LIVINGEncourage people to live in greater harmony with the natural environment.
PROBLEMS
The target users are:
- Urban Consumers
- Companies
Software solutions for sustainable consumption and efficient use natural resources through:
OPPORTUNITIES
• Resource Usage
• Waste and Emissions
• Conscious Consumption
Sources: Market & Market*
Global Markets
Energy Management Systems
Sustainable E-commerce
$17.4 billion*
SOFTWARE SOLUTIONSSustainable consumption includes responsible purchasing, consuming, disposing of products.
Source: CIA Factbook 2012
Focus Areas:
• E-commerce for sustainable goods and services
• Information and tools for efficiency, reduction, and education
• Collaboration and sharing networksOf 64 million tons of waste produced in 2012,
less than 40% was sent to a proper place of disposal
and nearly 10% were not even collected.
Every year, Brazilians are consuming more and throwing more away.
Energy consumption has increased 40 billion kWh in the last 5 years and continues to rise.
Software solutions can facilitate the integration of more sustainable choices to consume more efficiently in daily life.
Source: ABRELPE 2012
BUILDING THE FUTURE OF THE IMPACT INVESTING INDUSTRY.