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A Global Private Equity Firm

• Impact and Microfinance investment pioneers

• Management team with track record

• Diversified portfolio by geography and stage

• Demonstrated attractive fund returns

• Offices in Geneva, Luxembourg, Singapore, Bogota

and Nairobi.

$250M Private Equity

46 Investments

30 Countries

4 Regional Hubs

Bamboo Finance is a private equity investor specializing in business models that benefit low-income communities in emerging markets.

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Bamboo Finance Model

Our Vision Demonstrate that private capital can be profitably deployed as a tool for effective social and environmental change. Our Mission Deliver attractive financial and social returns to our investors by investing in companies improving livelihood or providing access to essential services for low-income communities in emerging markets.

Our Strategy

• Invest in companies that reach low-income markets profitably • Focus on quality and affordable essential services such as healthcare,

education, housing, financial services and renewable energy • Fund innovative distribution and financing models • Develop ecosystems of supply chain and support services • Expand and strengthen local economies, communities and businesses • Integrate impact measurement alongside financial performance from the

beginning

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Model Management Market

Is there a commercially viable business model that can be scaled. Is there an

economic value proposition across the supply chain.

Does the team have the capabilities to

execute the business plan

Is there a market for the products or services and

it is large enough to support growth

Bamboo Finance Model: Investment Criteria

THE COMPANY PROVIDE AFFORDABLE ESSENTIAL GOODS AND/OR SERVICES TO LOW INCOME COMMUNITIES

THE PRODUCT/SERVICE RESULT IN IMPROVEMENTS IN QUALITY

OF LIFE AND OR, EFFICIENCIES THAT TRANSLATE INTO INCREASED INCOME OR REDUCED EXPENSES

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$195M $53M

The Oasis Fund invests in commercially viable companies that

provide access to housing, healthcare, education, energy,

financial services and agriculture.

The Financial Inclusion Fund invests in a range of

microfinance institutions and funds serving the lowest socio-

economic segments in emerging economies.

Bamboo Finance Funds

Financial Inclusion Fund

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XAC BANK (Mongolia)

APOYO INTEGRAL (El Salvador)

EFC (Zambia) EDPYME NUEVA VISION (Peru)

BANCO VISION (Paraguay)

SICSA

AAVISHKAAR VIENOVA (India)

AFRICAP

FASO (Uganda)

APOYO INTEGRAL (Mexico)

BANCO FIE (Bolivia)

FIE GRAN PODER (Argentina)

BANCO WWB CALI (Colombia)

CREATION INVESTMENTS

APOYO INTEGRAL (Guatemala)

CFE (Panama)

SVASTI (India) ASMITHA (India)

MIBANCO (Peru)

AMfB (Nigeria)

BANCO POPULAR (Honduras)

BAI TUSHUM (Kyrgyzstan) CHF (Romania)

CHF (Lebanon)

CFE (Tanzania)

EAMF (Cameroon)

EASL (Ghana)

CFE (Uganda)

FINAE (Mexico)

BILLE (Brazil)

IMMERSION (Pakistan) GREENLIGHT PLANET

(India)

VAATSALYA (India)

HUSK (India)

VORTEX (India)

JOMA (Vietnam, Laos)

KOPO KOPO (Kenya)

VIDAGAS (Mozambique)

CARECROSS (South Africa)

Financial Inclusion Fund I - Current Investments Oasis Fund - Current Investments

Office

Bogotá (Colombia)

Geneva & Zurich (Switzerland)

Singapore

Luxembourg

ORB (India)

Portfolio To Date: 46 Investments in 30 Countries

Nairobi

BRIDGE (Philippines)

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We Track and Measure Impact

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• We developed an Impact Management System defining a comprehensive process to identify, measure, monitor and enhance impact in our investments.

• We developed and apply a proprietary social performance scorecard, ASPIRE.

• We engage with industry initiatives that promote best practices in the field of social performance, such as the UNPRI/PIIF, the SPTF the Smart Campaign and Micro Finance Transparency.

SYSTEMS & PROCESSES

MONITORING AND MEASUREMENT

BEST PRACTICES AND FIELD BUILDING

Financial Inclusion Portfolio Outreach*

*As of 9/30/12

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We Are A GIIRS Rated Pioneer Fund! Oasis is one of the first funds to receive a rating using this innovative impact measurement system.

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• Exit in 2011 delivered 23% IRR

• Exit in Q2 2013 delivered 25% IRR

• Exit in Q3 2013 delivering 25% IRR

• Funds on track to deliver 20% IRR

Demonstrated Returns

• Financial Inclusion Fund: Forecasted 17% CAGR for mature companies and 40% for startups and transforming companies

• Oasis Fund: Several companies have received increased valuations with more than half demonstrating positive EBITDA and the number is growing

Equity Growth

• GIIRS Pioneer Fund; rated in top quintile

• Proprietary social performance management system

• Active participation and support of field building and best practices

Social Performance

Track Record of Returns

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Aha Moments

A network of hospitals providing primary and secondary services at

affordable prices in rural India.

Grown from 4 hospitals in 2009

to 17 hospitals in 2013

Serving an average of 400,000 patients a year

More than 1200 employees

Largest provider of organized

healthcare in rural India

Provider of PV and solar-thermal systems that

manufactures and sells systems in rural and semi-

urban areas in India.

Built more than 150 branches across 5 states.

Established financing tie-ups with nearly 20 local banks.

More than 50,000 systems

sold to date

Over 1 million in unit sales since inception in over 31

countries; providing light and energy to over 5 million people

Created a salesforce of more than 2,000 micro-entrepreneur

distributors

Generated USD 75,000 monthly income for micro-

entrepreneurs

92,000 tons total estimated CO2 offset

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Solution: Next Generation Funds

FINANCIAL INCLUSION

$195M

OASIS FUND I $53M

OASIS FUND II Target: $100M

FINANCIAL INCLUSION II

Target: $200M

Sector is Still in Early Stages of Demonstrating the Model Works; Apply Lessons Learned Work across sectors

invests in a range of microfinance

institutions and funds.

Invests in growth-stage companies that

provide products and services to low-income

markets

2007

2007

2013

2014 Invests in growth-stage companies that

provide products and services to low-income

markets

Invests in deposit-taking institutions in regulated markets

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Lessons Learned

• No need to compromise returns for impact when you narrow your investment universe to essential services

• Need a strategy and process for measuring and tracking impact built into the investment criteria from the start

• Need to define your role in measuring impact as an investor and know limits as well as LP expectations

• Attractive returns are possible and required to move more money into the space

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Challenges Remaining

• Clarity between philanthropy, CSR, and investing efforts – they are not all “impact investments”

• Recreating the wheel vs. funding existing efforts

• Better coordination across the capital curve

• Providing social entrepreneurs with cheap philanthropic money and global recognition and prizes without demonstrated profitability will drive up valuations and crowd out private sector