FEAC - Skillz: Larger Opportunity Than I Thought

• Today's mobile games are monetized in a way that is unfair to free players, leaving many players hungry for fair competition, something that only Skillz can offer.
• Skillz has substantial growth opportunity by expanding game genres, acquiring Android users, and attracting large developers to the platform, not to mention additional modes of monetization.
• Even though the company is growing fast, unit economics are strong, with a payback period of just 4 months.
• The current valuation continues to look very cheap for a company that is disrupting the entire sector that is only at the beginning of its growth phase.

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