Kinnevik
consumer finance our consumer finance businesses are against different but in part overlapping public market reflecting their and similarities in business models betterment is primarily against digital wealth managers such as and save as well as the public company universe considering the recurring revenue cha of its fee based aum model aum was almost flat in despite the being down more than percent and the being down almost percent facing this considerable bet still grew revenues in double digit percentages in through an improved customer offering and a more diversified business model than historically has been the case growth is expected to pick up materially in but remains sensitive to movements in the stock market lunar is against a mix of the digital wealth managers and consumer subscription businesses such as and match group considering the similarities in business model albeit with very different offerings and underlying consumer markets in the company grew its customer base by more than percent during the first quarter lunar raised in new financing from existing investors participated with slightly less than our pro rata share of the round and our fair value is more than percent below the valuation implied by this funding round is against similar peer groups as lunar but with references drawn to licensing businesses such as cisco and oracle with respect to its revenue streams in this quarter we are writing down our investment by a magnitude that sets our valuation back to the levels prevailing during the first half of reflecting higher than expected investment in its offering the continued relative growth of the company offering also warrants a slightly increased multiple considering the more attractive margin structure of this business line relative to the consumer offering revenue and revenue growth key public as at quarter end unlisted portfolio weight fair value change interim report | Kinnevik
Company
Deck Type
Sector
Industry
Deck date
April 2023
Slide
34 of 45
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