W3 GroupLeading International Marketplace for Online Classifieds                               NOAH Conference San Francis...
W3 – A classifieds specialist         W3 150 Employees between             London and NYC.            Revenue $35m (+30%),...
Market Opportunity1.  Leadership position in flat-sharing market    •    #1 or 2 in core markets2.  Strong underlying grow...
How does it work? 3 Easy Steps.1. Visitors post a Free Listing:either they are looking for a roomor offering a room to ren...
Key Performance Indicators      37                                          c.60%                  2.2m Countries in      ...
Key Performance Indicators“One of the largest independent free classifieds sites in the world”                            ...
W3 Group - Relevance for the US market•  Acquisitive in niche verticals classifieds space.•  Ready to incubate Latin Ameri...
NOAH Advisors - Europe’s Leading Internet Corporate Finance Boutique                                                      ...
Introduction to the NOAH Conference                                                      Overview of the NOAH Conference 2...
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47 easyroommate 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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47 easyroommate noah sf 2012

  1. 1. W3 GroupLeading International Marketplace for Online Classifieds NOAH Conference San Francisco Strictly Private and confidential – Page 1
  2. 2. W3 – A classifieds specialist W3 150 Employees between London and NYC. Revenue $35m (+30%), Ebitda 30% No debt or outside investors.started in 98, largest roommate site in the world. 2started in 05, Free Classifieds in 14 countries. Strictly Private and confidential – Page 1
  3. 3. Market Opportunity1.  Leadership position in flat-sharing market •  #1 or 2 in core markets2.  Strong underlying growth drivers •  Cost of living rising faster than salaries3.  Market consolidation opportunity •  Highly Fragmented competitive landscape •  Opportunity for acquisitions globally. Easyroommate present in 37 countries, 11 languages.Europe Americas Rest of the world Strictly Private and confidential – 3 Page 1
  4. 4. How does it work? 3 Easy Steps.1. Visitors post a Free Listing:either they are looking for a roomor offering a room to rent.2. Visitors are able to see a fulllist of other listings that matchtheir search criteria.3. Premium Members (paidmembership) can contact anymembers they wish to.* Visitors with a free membership can contact premium members only. Strictly Private and confidential – Page 1
  5. 5. Key Performance Indicators 37 c.60% 2.2m Countries in Direct traffic Average UMVs operation c.11% 95% c.260k User to premium Revenues from Users subscriber subscription conversion model 30% $9.2m $3.2mRevenue growth 2012E Revenue 2012E EBITDA Source: Company information Note: Relates to FY 2011 average unless otherwise stated Strictly Private and confidential – Page 1
  6. 6. Key Performance Indicators“One of the largest independent free classifieds sites in the world” Apr 2012 Apr 2012 Apr 11-12 Visit Audience Metrics Visits PVs growth 56m 480m 39% % traffic from % traffic from % traffic from SEO Direct SEO + Direct Traffic Sources 49% 22% 71% Total global Real Estate & Buy & Sell listings Vehicle verticals vertical Key verticals 4.1m 43% 22% Strictly Private and confidential – Page 1
  7. 7. W3 Group - Relevance for the US market•  Acquisitive in niche verticals classifieds space.•  Ready to incubate Latin American and/or European expansion of US classifieds sites. Strictly Private and confidential – Page 1
  8. 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. 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

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