42 zulu trade noah sf 2012


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Presentation given at NOAH Conference San Francisco on June 26 2012 www.noah-conference.com

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42 zulu trade noah sf 2012

  1. 1. Presenter: LEON YOHAI, FOUNDER & CEO
  2. 2. Company Overview and HistoryThe World’s Leading Social Forex Auto-Trading Destination• Founded in 2006, WWW.ZULUTRADE.COM• Headquartered in Athens, Greece and NYC,US• A team of 70+ people• Over 50,000 Live Users• Trading Volume of over 400 billion USD• Growing at a rate of 300-500 live registrations daily• Affiliated with the world’s Top Forex Brokers• ZuluTrade Platform uniquely enables 360o peer-to-peer visibility andtrade mirroring, and real-time execution through multiple brokers•The company is experiencing rapid growth in investors, signal providers,brokers, affiliates, sales and profits since going live January 2008 Interest Over Time (Google Insight Search for term ZuluTrade) 2
  3. 3. Market Opportunity & Competition“Forex is the biggest financial market in the world, with some $4 trillion traded each day. While it is dominated by bigbanks, corporations and private investment funds, the retail segment is the fastest-growing.”Wall Street Journal July 11, 2011ZuluTrade Differentiators• Truly Social ZuluTrade’s mission is to be the primary gateway to•Self-improving Virtuous Cycle informed retail forex trading worldwide.•Superior Customer Experience• ZuluTrade lets customers choose their broker• ZuluTrade is the only browser-based provider of FX research and trading tools with real-time peer-to-peer tradevisibility and execution across multiple brokers 3
  4. 4. Product Overview and Business April 2012 Revenue by Geography•SOLUTION FOR TRADERS South Korea UK USA China France 2% 4% 4% 5%•ADVANTAGES FOR BROKERS Russia 3% Germany 6% 7% Italy 5%ZuluTrade Platform• Enables Third Party algorithmic trading masterminds to be Japan 15%auto-traded through account holders in many brokerage firms. Other• Tracks trades and success rates of expert currency traders. 49%•The percentage of profitable accounts is rising and leads theindustry. Diversified Customer Base: ZuluTrade customers trade from more than 140 countries• ZuluTrade is a free service.• Innovative Mobile Apps (Iphone, Ipad, Android) offer full Profitable ZuluTrade Accounts by % (>$10k)functionality and the ability to be in control of your account 90%anywhere, anytime. 80% 70% 60% 50%ZuluTrade maximizes engagement with traders 40%through various means 30% 20% 10% 0% 4 Source: ZuluTrade
  5. 5. KPIs and Financials Business Performance ($ M) Return on Sales $25 $23 50% 39% 40% $20 Return on Sales 30% $18 Sales 30% EBITDA $15 20% 13% 12% 10% $10 $9 $8 0% $6 -10% 2008 2009 2010 2011 2012e $5 $3 $1 $1 -20% $0 $0 -30% 2008 2009 2010 2011 2012 $0 -30% -40% -$5 Accounts Trading Trading Volume ($B)16000 3014000 2512000 2010000 8000 15 6000 10 4000 5 2000 0 0 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4 2009 Q1 2009 Q2 2011 Q2 2011 Q3 2011 Q4 2012 Q1 2009 Q3 2009 Q4 2010 Q1 2010 Q2 2010 Q3 2010 Q4 2011 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4 2009 Q1 2009 Q2 2009 Q3 2009 Q4 2010 Q1 2010 Q2 2010 Q3 2010 Q4 2011 Q1 2011 Q2 2011 Q3 2011 Q4 2012 Q1 5Source: ZuluTrade
  6. 6. Outlook, Next Steps, Partnership Opportunities Geographic Expansion Total Enhancements  More localized sites (27 currently in  Alchemy peer-to-peer research 26 languages)  Continuous rank optimization  Add sales and customer support  Regularly adding new research and  Expand social marketing initiatives mobile features; content New Asset Classes  Commodities  Equity options  Foreign Stock Markets Business Development Grow AAAfx  Adding new brokers regularly – 60+ in  Build ZuluTrade’s in house brokerage the pipeline brand  Potential watershed adds when equity  Drive additional services brokers enter market 6
  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