b2b k -12 mÁrio ghio€¦ · 1 2 digital services platform offering unified administration through...

B 2 B K - 1 2 M Á R I O G H I O

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DIGITAL TRANSFORMATION

2018/20192010 2011 2014

ONCE AGAIN, WE NOTICE MAJOR DRIVERS THAT WILL BE KEY TO CREATING VALUE

I U N I A C Q U I S I T I O N

U N O P A R A C Q U I S I T I O N

A N H A N G U E R A A C Q U I S I T I O N

N E W B 2 B B U S I N E S S M O D E L S

S O M O S A C Q U I S I T I O N

F O C U S O N E F F I C I E N C Y A N D Q U A L I T Y

D I G I T A L I Z A T I O N O F E D U C A T I O N

S C A L E A S A V A L U E D R I V E R

F O C U S O N K - 1 2 E D U C A T I O N

A N D B 2 B M A R K E T S

WE BUILT THE MOST COMPLETE AND INTEGRATED PLATFORM OF K-12 PRODUCTS AND SERVICES TO PROMOTE THE DIGITAL TRANSFORMATION IN SCHOOLS

CONTENT & EDTECH

PLATFORM

DIGITAL SERVICES

PLATFORM

CORE EDUCATIONMulti-brand, tech-enabled

platform del ivering high

qual ity content according

to each student’s profi le

COMPLEMENTARY SOLUTIONSDiversif ied solutions used

both as core curricula and

after-school content, making

the school the center for al l

students’ education and

formation needs

1

2

DIGITAL SERVICESPlatform offering unif ied

administration through

a ful l stack of

digital services

3

STAKEHOLDERS

ENABLERS

TEACHER

STUDENT

FAMILIES

DATA

RESOURCES

SUPPORTS THE SCHOOL IN ITS DIGITAL TRANSFORMATION PROCESS

OUR PLATFORM

ADMINISTRATOR

ANALOG SCHOOLDIGITAL SCHOOL

SOCIO

EMOTIONAL

ANALOG SCHOOL

DIGITAL SCHOOL

STAKEHOLDERS

ADMINISTRATOR

STUDENT

ENABLERS

DATA

RESOURCES

SOCIOEMOTIONAL

OUR BUSINESS MODEL CONSISTS OF A PLATFORM AS A SERVICE (PaaS)

SUBSCRIPTION

MODEL

RECURRENT

REVENUE

HIGHLY

SCALABLE

ASSET-

LIGHT

HIGH

GROWTH

TECHNOLOGY

BASED

STRONG AND

SUSTAINABLE

MARKET

FUNDAMENTALS

SUPPORTING

OUR EXECUTION

FAMILIES ARE

MORE LIKELY TO

79% OF ALL BRAZILIAN

FAMILIES CONSIDER

BY SCHOOLS

ACROSS BRAZIL

COMPETITIVENESS

FOR HIGH QUALITY

POSTSECONDARY

EDUCATION

OF COST REDUCTION

AND SERVICES

IMPROVEMENT

BEHAVIORAL CHANGES

CONTRIBUTES TO

26.9%

22.8%

31.9%

15.5%

14.8%

19.1%

37.9%

23.6%

15.6%

38.8%

13.7%

40.0%

13.0%

37.6%

11.7%

29.4%

8.6%

27.5%

DEMOGRAPHY IS FAVORABLE FOR PRIVATE K-12, AND PROJECTIONS POINT TO SIGNIFICANT INCREASE

OF PARTICIPATION OF CLASSES A AND B…

PRIVATEClass E

C lass D

Class C

C lass B

Class A

8.1% 9.2% 9.1% 8.2% 5.1%

2.9% 4.7% 6.6% 6.2% 7.0%

37.9

6.2

37.2

6.3

36.4

6.6

35.6

6.7

34.9

6.9

34.0

6.9

33.9

6.9

33.6

6.8

33.2

6.8

PUBLIC

10.2%

48.6%

8.3%

42.4%33.2%30.9%30.9%

DEMOGRAPHY IS FAVORABLE FOR PRIVATE K-12, AND PROJECTIONS POINT TO SIGNIFICANT INCREASE

OF PARTICIPATION OF CLASSES A AND B...

37.9

6.2

37.2

6.3

36.4

6.6

35.6

6.7

34.9

6.9

34.0

6.9

33.9

6.9

33.6

6.8

33.2

6.8

26.9%

22.8%

31.9%

14.8%

19.1%

37.9%

15.6%

38.8%

13.7%

40.0%

13.0%

37.6%

11.7%

29.4%

8.6%

27.5%

8.1% 9.2% 9.1% 8.2% 5.1%

PUBLIC

C lass E

C lass D

Class C

. . . ALLOWING US TO REACH

AN EXTREMELY LARGE TOTAL

ADDRESSABLE MARKET

CORE

EDUCATION

6.0COMPLEMENTARY

SOLUTIONS

6.4DIGITAL

SERVICES

12.9TOTAL TAM

25.2

Content& EdTech Platform

DigitalServices Platform

A CHOICE OF THE SCHOOL!LEARNING SYSTEM OR TEXTBOOK?

LEARNING SYSTEM

TEXTBOOKSUBSCRIPTION

THE TECHNOLOGICAL

PLATFORM ISINTEGRATED

THE CHOICE OF METHODOLOGY IS

UP TO THE SCHOOL

POSSIBILITY OF A HYBRID OFFER:

SYSTEM + BOOKS

A CHOICE OF THE SCHOOL!LEARNING SYSTEM OR TEXTBOOK?

LEARNING SYSTEM

TEXTBOOKSUBSCRIPTION

SOMOS PLATFORM

DIVERSIFIED PORTFOLIO, SERVING ALL SCHOOL PROFILES WITHIN THE PRIVATE NETWORK:

LEARNING SYSTEMS, HYBRIDS AND PREMIUM SCHOOLS, WHICH USE TEXTBOOKS

TOTAL MARKET

AS A SHARE OF REVENUE

T1 – CITIES >1MM INHAB T2 – CITIES 500K-1MM INHAB T3 – CITIES 150K-500K INHAB T4 – CITIES <150K INHAB

45%

55%

WIDE PORTFOLIO OF BRANDS WITH UNERRING EXCELLENCE IN BOTH DIGITAL AND PRINTED CORE CONTENT

STRUCTURED CONTENT & TEXTBOOK

13% SOMOS(PENETRATION)

Our students alsobenefit from anintegrated platform toaccess all the contentand other tools available

LEARNING SYSTEMS

CORE CONTENT

6.0 BN

• TECH-ENABLED PLATFORM

• EASY TO INTEGRATE OTHER BRANDS

• POWERFUL SOURCE OF DATA

DIGITAL LEARNING & TEACHER TRAINING






CORE CONTENT

6.0 BN

STRUCTURED CONTENT & TEXTBOOK

LEARNING SYSTEMS

DIGITAL LEARNING & TEACHER TRAINING







CORE CONTENT

6.0 BN


WE HAVE THE MOST RECOGNIZED BRANDS, WITH UNQUESTIONABLE ACADEMIC RESULTS

SOMOS

COMPETITOR 1

COMPETITOR 2

COMPETITOR 3

COMPETITOR 4

COMPETITOR 5

+65YEARS

1ST

69 PRIZES SINCE 1994

BRAND AWARENESS ACADEMIC OUTCOME

504

TOP 3

30%

29%

10%

10%

7%

4%

WE HAVE THE LARGEST COMPLEMENTARY SOLUTIONS PORTFOLIO WITH A LOW PENETRATION IN A CONSIDERABLE MARKET

COMPLEMENTARY SOLUTIONS

0.5% SOMOS(PENETRATION)

Solutions covering the student’s entire journey, offering strong

up-sell and cross-sell

opportunities

Learning systems in English to

develop not only fluency, but also

21st century skills

1st social-emotional

educational program in Brazil

6.4 BN

WE HAVE THE ONLY INTEGRATED PLATFORM OF DIGITAL SERVICES IN A VERY LARGE MARKET

Ties up the entire school’s

ecosystem by delivering

integrated end-to-end

solutions

Cross sell opportunities

related to subscription

services

Countless benefits including

higher intakes, lower dropout

and due payments levels

LARGEST MARKETPLACE

EXCLUSIVELY FOR K-12 IN

BRAZIL

0.4% SOMOS(PENETRATION)

DIGITALSERVICES

12.9 BI

OUR PLATFORM DELIVERS TO OUR SCHOOLS THE LATEST AND CUTTING EDGE EDUCATIONAL TECHNOLOGY

Selected team of experts focused on delivering

the best user experience in an integrated and

tailored format to studentsOur powerful team of big data scientists along

with up-to-speed partnerships continuously

improve our ecosystem

Place where the BrainCo company was born, special ized in neurofeedback solutions

Headbands and software to monitor and improve students’ concentration

in the c lassroom

Development of new appl ications based on BrainCo’s technology

Creation of an algorithm that transforms brain waves into an indication on the

students’ concentration

OUR PLATFORM IS INTEGRATED THROUGH TECHNOLOGY AND CUSTOMER CONTACT, SUPPORTED BY A ROBUST SALESFORCE AND

UNMATCHED GO-TO-MARKET STRATEGY

of the Brazi l ian

states covered

Commerc ial ,

Spec ial ists ,

Ins ide Sa les

PAR, Rede ,

Premium,

Complementary

Higher

Revenue

Increased

Penetrat ion

Higher

Retent ion

Enhanced

Awareness

Revenue retent ion

Cross-sel l capacity

Long-term contracts

Annual sa les conference

Largest area of intel l igence and

analytics in content adoption

regarding Brazil ian schools

LARGEST SALESFORCE

AND CLIENT-DEDICATED

TEAM IN BRAZIL

SPECIALIZED TEAM

SERVING AS THE

SCHOOL’S POINT

OF CONTACT TO

ADDRESS ALL ITS

NEEDS

INCENTIVES ALIGNED

TO WHAT CREATES

MORE VALUE

ENDLESS INVESTMENT

IN HUMAN CAPITAL

OUR COMPANY IS BASED

ON INFORMATION,

USING THE LARGEST

TEAM OF INTELLIGENCE,

ANALYTICS AND

BIG DATA, WHICH IS THE

START OF A VIRTUOUS

CYCLE FOR STUDENTS

Cognitive

Big Data,

Soft Skills

Understand

and Engage

Each

Student

Extensive

Learning

Better

Academic

Results

Better

Reputation

More

Schools and

Students

WE ARE READY FOR GROWTH!

INCREASE PENETRATION OF OUR CURRENT SERVICES IN EXISTING CLIENTS (CROSS-

SELL AND UP-SELL)

INCREASE OUR BASE OF PARTNER

SCHOOLS

INCREASE QUANTITYOF PRODUCTS AND SERVICES

WE OFFER, THROUGH:

1-DEVELOPMENT2-PARTNERSHIPS3-ACQUISITIONS

POTENTIAL FOR INTERNATIONAL

EXPANSION

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