Deliery Hero - NOAH12 San Francisco

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E-Commerce - Presentation by Fabian Siegel, Co-CEO of Delivery Hero at the NOAH 2012 Conference in San Francisco, Four Seasons Hotel on the 26th of June. www.noah-conference.com

E-Commerce - Presentation by Fabian Siegel, Co-CEO of Delivery Hero at the NOAH 2012 Conference in San Francisco, Four Seasons Hotel on the 26th of June. www.noah-conference.com

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  • 1. BETTER FOOD TO THE PEOPLE!Delivery HeroFabian Siegel, co-CEO Delivery Hero Holding GmbH confidential. – This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission
  • 2. VISION: BETTER FOOD TO THE PEOPLE WORLWIDE Building a global leader in online food ordering: WIN — WIN — WINDelivery Hero is providing better, faster and more reliable foodexperiences to the people by empowering local businesses worldwide.2 Delivery Hero Holding GmbH confidential. – This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission
  • 3. ONLINE FOOD ORDERING IS CONVENIENT Delivery Hero enables you to order take-out food online wherever you are Online payment5 minutes - or - 1. Enter ZIP / Address 2. Select amongst all that deliver 3. Just click – no hassle to you, ranked by quality talking on the phone. Cash payment at door30 – 60 minutes 4. Delivery Hero submits 4. Local restaurant cooks order and delivers the food 3 Delivery Hero Holding GmbH confidential. – This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission
  • 4. ESTABLISHED A LEADING POSITION WITHIN 18 MONTHS In the last 18 months: ‘Invested more than $50MM’ ‘Grew from 0  19,000 participating restaurants’ ‘Build / bought presence in 11 markets’ ‘At $220MM revenue run-rate in May 2012’4 Delivery Hero Holding GmbH confidential. – This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission
  • 5. CHANNEL SWITCH FUELS STRONG MARKET GROWTHTake-away revenue in Delivery Hero markets: TODAY “[…] All of these industries have gone Total: 20B €* (75B € global) to 100% online. Online: 1B € Restaurant Delivery 1000% GROWTH is starting to move, and we see no reason why it won’t follow the same 100% per year due to channel switch pattern […]” 2014 Bill Gurley, Benchmark, Nov 2010 Est. Online: 10B €Channel switch just starting –HIGH GROWTH RATES IN THE YEARS TO COME* 2009 combined Euromonitor, Forrester, Burda & Proprietary Research5 Delivery Hero Holding GmbH confidential. – This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission
  • 6. DELIVERY HERO STATUS & FINANCIALS Opportunity: Global category leader Currently  Company has raised €39MM  Only one direct competitor with global ambitions  Operates at current market place revenue run-rate of €170MM  Expects end of year market place revenue run rate to be at €300MMFully consolidatedIn thousand EUR 2011 2012 2013 2014 2015 2016Marketplace Rev. 81.355 207.107 496.968 928.116 1.489.801 2.199.747Revenue 9.778 22.706 58.101 122.426 192.059 280.951Cost of Sales 8.285 23.838 40.388 52.221 61.492 71.214G&A 6.471 12.563 13.280 15.487 16.279 17.559EBITDA -4.978 -13.668 4.433 54.718 114.291 192.178 6 Delivery Hero Holding GmbH confidential. – This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission
  • 7. ADVANTAGES OF BUSINESS MODEL WE LOVE THIS BUSINESS BECAUSE:  Clear value proposition to consumers and restaurants  Platform independent (Facebook, Google, Apple)  Barriers to entry  Primarily execution risk (no tech / adoption risk)  High profitability7 Delivery Hero Holding GmbH confidential. – This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission
  • 8. NOAH Advisors - Europe’s Leading Internet Corporate Finance Boutique Selected Completed NOAH Transactions May 2012 April 2012 Unique Industry Know-How Core Investment Banking Competence Sale of a 100%-stake in 100% focused on Internet companies, covering  The NOAH team has 25+ years of media 150 million growth equity investment from over 25 sub-verticals in this highly complex investment banking experience industry - Routine execution of M&A and financing for a 50% stake alongside Fotolia’s Founders and to - 15+ years active coverage of leading European transactions with sizes of several billion euros Internet companies and investors  The team has been working together closely for 7 Additional $150 million senior debt financing Total $300 million investment Deep understanding of industry dynamics and years (including 6 years at Lehman Brothers) Financial Advisor to Fotolia and its Shareholders Financial Advisor to Toprural and its Shareholders thinking of industry leaders  8 successfully completed NOAH Advisors Ability to add value beyond banking advice transactions underline successful transfer of - Facilitates overall process and minimizes competencies to the Internet sector November 2011 July 2011 management distraction Sale of a majority stake in Sale of a majority stake in Unmatched Network and Relationships Full Commitment - We Are Entrepreneurs! NOAH Advisors is globally very well connected  The NOAH team are entrepreneurs and focused to to and has direct access to virtually all key players in on growing the business and establishing a Quants Financial Services AG the industry reputation for excellence Exclusive Financial Advisor to - Knowledge of and strong relationships with  Full commitment to deliver top quality results in grupfoni and its Shareholders Advisor to EnGrande potential buyers’ key decision makers short time frames - Coverage of over 500 companies and 4,000  Highly success-based compensation structures individuals align interests of clients and NOAH Advisors, and April 2011 April 2011 - Proactively finds and unlocks attractive demonstrate conviction to deliver top results Sale of a majority stake in investment opportunities for leading have acquired a majority stake in investors (e.g. Bigpoint) Annual NOAH Conference to for $350m from The NOAH Advisors Core Team Exclusive Advisor to Advisor to Yatego Summit Partners and TA Associates Marco Yoram Jan Rodzynek Wijngaarde Brandes December 2009 April 2009 Managing Director Director Director Partial sale of $80m partial sale of and Founder to toContact Details Contact Details Contact Details Valuing Softonic at €175mmarco.rodzynek@noah-advisors.com yoram.wijngaarde@noah-advisors.com jan.brandes@noah-advisors.com Advisor to Softonic Advisor to FotoliaUK Mobile: +44 77 85 330 330 UK Mobile: +44 79 17 084 784 German Mobile: +49 174 2010 984Swiss Mobile: + 41 79958 1512
  • 9. Introduction to the NOAH Conference Overview of the NOAH Conference 2011 The NOAH Conference is an annual Internet event taking place once a Summary Overview Conference Program year in London, focused on top management from Internet start-ups to global media companies as well as senior investment professionals  NOAH ‘11 took place on 9-10 November 2011 at Old NOAH’s goal is to create a marketplace for the European Internet eco- Billingsgate in London system to discuss key trends, generate business and facilitate  Fantastic line-up of 90 speakers from 20 countries in keynotes, investment transactions presentations and panels over 2 full days Over the past 3 years numerous high-profile speakers presented at  1,150 attendees from 35 countries – 57% from Internet NOAH, including over 100 CEOs companies, 26% from investors, 15% from corporates (media The NOAH Conference was founded in 2009 by Marco Rodzynek and is companies, advisors, PR and recruiting) and 2% press organised by the NOAH Advisors team with sponsorship from some of representatives from leading on- and offline publications the world’s leading financial investors  NOAH party with additional guests from London and a great live band on the evening of the first day NOAH ‘12 on 6-7 November – Save the Date  Extremely positive feedback from numerous attendees, on twitter and in the press The conference will again take place at Old Billingsgate in London Registration will open in early 2012 Selected Conference Impressions For updates, please check: www.noah-conference.com Event Sponsors Strategic Sponsors