Russia’s	  #1	  social	  travel	  reviews	  site*	  	                                                                     ...
Company	  overview	  and	  history	     •  TravelTipz	  was	  launched	  in	  April	  2011	     •  In	  1	  year,	  we	  h...
Market	  opportunity	  &	  compe77on	                                                               Russian	  Online	  Adv...
Product	  overview	  and	  business	     Source:	  PhoCusWright	  /	  Amadeus	  Survey	     Empowering	  Inspira]on	  –	  ...
 	  	  	  	  CONFIDENTIAL	  KPIs	  and	  financials	                       TravelTipz’s	  business	  model	  is	  low	  cap...
Partnership	  opportuni7es	  and	  next	  steps	     •  Partnerships:	  We	  are	  interested	  in	  partnering	  with	  c...
NOAH Advisors - Europe’s Leading Internet Corporate Finance Boutique                                                      ...
Introduction to the NOAH Conference                                                      Overview of the NOAH Conference 2...
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Traveltipz - NOAH12 San Francisco

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Travel - Presentation by Tetyana Hrekh, Co-Founder & CEO of Traveltipz at the NOAH 2012 Conference in San Francisco, Four Seasons Hotel on the 26th of June. www.noah-conference.com

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Traveltipz - NOAH12 San Francisco

  1. 1. Russia’s  #1  social  travel  reviews  site*     June  2012  *  By  total  number  of  reviews  originally  wri8en  in  Russian   1  
  2. 2. Company  overview  and  history   •  TravelTipz  was  launched  in  April  2011   •  In  1  year,  we  have  grown  to  become  the  largest  social  travel   review  site  in  Russia  by  the  number  of    reviews  originally  wri8en   in  Russian   •  Our  vision  is  to  become  the  household  name  for  trip  planning  in   Russia  by  using  social  networks  to  provide  high  quality  and   relevant  reviews   •  We  have  assembled  a  very  strong  management  team  (3  HBS   graduates,  Goldman  Sachs,  Deloi8e,  P&G,  and  Begun  alumni)   Reviews   Monthly   Registered   %  Users  who   Facebook  /   %  Reviews   Unique   Users   Write   Vkontakte   by  Social   Visitors   Reviews   RegistraCon   Users   June  2012   650,000   180,000   80,000   60%   >  50%   48%   Dec  2012   2.2  million   875,000   160,000   N/R   >  50%   >  50%   Dec  2015   22  million   9.3  million   5.5  million   N/R   >  90%   >  90%  
  3. 3. Market  opportunity  &  compe77on   Russian  Online  AdverCsing  spend  by  segment  ($m)  Market  opportunity     $  5,000  •  42m  (75%)  Russian  internet  users   $  4,000   Overal  Ads   search  travel  content  monthly  and   $  3,000   51%  report  siing  through  too  much   $  2,000    3,905     Display   informaCon  and  36%  not  sure  that   $  1,000    300      883      1,872      2,440      3,124     Contextual   informa]on  is  not  up-­‐to-­‐date   $  0    517      510    •  Travel  adver]sers  (OTAs,  tour   2010   2011   2012   2013   2014   2015   operators,  offline  travel  agencies,  and   direct  suppliers)  ba8ling  for  traffic  in   Market  entry     2011   2010   2007   2009   2003   a  rapidly  changing  market   Monthly  Unique   180,000   1,500,000   115,000     [100,000]   3,300,000  Compe%%on   Users  Russia   Original  Russian   650,000   [80,000]   [3,000]     [1,000]   330,000  •  Market  of  online  reviews  highly   Reviews   fragmented  with  no  defined  leader   Social  Network   IntegraCon  •  With  large  and  high  quality  content   Content  on   Limited   base,  TravelTipz  will  be  protected  by   DesCnaCons   Russia  +  CIS   high  barriers  to  entry   Main  Strength   Quality  /   Global   European  brand   Russian   relevancy   brand   brand   Main  Weakness   Brand   No  local  team  /  Not  tailored  to  local   Web  1.0  /   Source:  PhoCusWright  (Naviga]ng  the  Emerging  Online  Travel  Marketplace)   strength   tastes   Content   and  TravelTipz  es]mates;  PhoCusWright  /  Amadeus  Survey  Empowering   Inspira]on  –  The  Future  of  Travel  Search  Liveinternet.ru;    top100rambler;   alexa.com;  
  4. 4. Product  overview  and  business   Source:  PhoCusWright  /  Amadeus  Survey   Empowering  Inspira]on  –  The  Future  of  Travel   Search  
  5. 5.          CONFIDENTIAL  KPIs  and  financials   TravelTipz’s  business  model  is  low  capital  intensive  and  highly  profitable   $100   25.0   $80   69.9   20.0   15.0   $  in  million   $60   10.0   $40   32.0   33.0   5.0   $20   11.5   0.3   5.0   0.0   $0   -­‐5.0   -­‐1.7   -­‐2.4   -­‐$20   -­‐10.0   2012   2013   2014   2015   Revenues  ($m)   0.3   5.0   32.0   69.9   Net  Income  ($m)   -­‐1.7   -­‐2.4   11.5   33.0   Total  Reviews  (m)   2.2   7.0   14.0   22.0   Monthly  Unique  Visitors   0.9     1.5     6.0     9.3     (m)  
  6. 6. Partnership  opportuni7es  and  next  steps   •  Partnerships:  We  are  interested  in  partnering  with  companies  that  are   interested  to  integrate  reviews  by  Russian  people  on  their  site  to  display  to   their  users  who  access  their  site  from  Russia   •  Financing  Opportunity:  We  are  also  interested  to  talk  to  poten]al  investors   Tetyana Hrekh Marina Jovanovic CEO CFO threkh@traveltipz.ru mjovanovic@traveltipz.ru THANK  YOU!  
  7. 7. 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
  8. 8. 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

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