Company Pitch by Onur Erba, BNR Technology / Hopi at the Axel Springer NOAH Conference 2018 in Berlin, Tempodrom 6-7 June 2018.

1. Sales machine
driven by data and
personalization
!1

2. Three Conferences, One Mission: Empower the European Digital Ecosystem
To provide a physical marketplace
that facilitates funding of
digital European companies
at all stages
Mission MissionMission
To promote Israel - European
relationships and enable funding
To bring together future-shaping
executives and investors active
across segments driven
by digital revolution
Connecting
Capital with
Entrepreneurs
Connecting European
Champions
and Challengers
Connecting Israel’s Startups
with Large Corporates
and Investors
30-31 October 2018
Old Billingsgate, London
13-14 June 2019
STATION Berlin
9-10 April 2019
Haoman 17, Tel Aviv

3. USED BY ALMOST
OF SHOPPERS OWNING A
SMARTPHONE.
50%
IN ONLY 3 YEARS…
$1B GMV
annually
*95% Repeat Customers
7.500
physical store
presence
*120 Merchants
70.000
daily
transactions
with SKU
level data
6.2 M
members
More than the branches of top
5 banks in Turkey combined
!2

4. MASS
SEGMENT
MICRO
SEGMENT SEGMENT
OF 1
6,2 MILLION MEMBERS,
6,2 MILLION SEGMENTS
!3

5. • Brand
• Product information (Model, color, size, type, gender, age)
• Amount
• Location
• Season (new, sales)
• Channel (online, offline)
• Time (night, day, day of week)
TRANSACTION DATA
• Demographics
• General lifestyle, social and leisure preferences
• Shopping habits
• Interested categories and merchant types
QUESTIONNAIRE
• Location data (home, office, point of interest, travel
destinations)
• Store and aisle via beacons
LOCATION
Hopi is an AI that comes to life as “YOUR
HOPI” once downloaded to your mobile
phone.
Our unique technology, which
accumulates data from a wide range of
partners and channels, predicts what
consumers want and when they want it,
making shopping more rewarding and
engaging.
DATA DRIVEN
EXPERIENCE DESIGN
15K Cash Registers
70.000 Daily Transactions
8M GPS Signals
15K Beacons
!4

6. WHAT
DOES
HOPI
KNOW
ABOUT
MRS.
SELİN?
Female
Has Master’s Degree
Her phone is Samsung S8;
she is expected to replace it
with Samsung S9
She bought a Star Wars t-shirt for herself and
an Elsa princess costume for her daughter
2 kids (one between 2-5
years old and other 6-12)
Spends $150 on sport shoes and
$250 on other types of shoes
She likes Sushi
30% of all Hopi
transactions are onlineWorks in European side,
lives in Asian side
Favorite leisure activities are reading,
watching TV and going to movie
theaters
Tracks deals on cinema,
travel, shoe and home
decoration categories
Transfers Paracık to
members in Ankara; might
have relatives there
She takes her children to
skiing on winter break
38 years old
Visits museums frequently;
might be into history
Does not visit shopping malls frequently during the
week however she has occasional visits to İstinye Mall
on some Wednesday’s and Friday’s at noon or after 6pm
Likes spending time
at bookstores
!5

7. Hopi members earn PARACIK (coin) for all
purchases, and even more for targeted campaigns
DIFFERENTIATION:
BOOST MECHANISM
Paracıks (coins) worth x2, x3, x4, x5 with boost
campaigns increasing Hopi members purchasing
power thus sales of merchants
AN INNOVATIVE
REWARD SYSTEM
PARACIK
!6

8. $59M PARACIK
Hopi members earned $59M Paracık
by shopping from Hopi merchants
$53M
$75M
+ 41%
$22M
additional value
to Hopi Members
Hopi members redeemed
$53M Paracık
… and spent it for 41%
more in worth
!7

9. 15% of GMV
SUPER FAST ADOPTION OF
MOBILE PAYMENT
SHARE OF HOPİ MOBILE PAYMENT
$14.000
HIGHEST TICKET SIZE
!8

10. SHOPPING
EXPERIENCE
OF MRS. SELİN
Hopi designs a highly
personalized consumer journey
starting from home, continuing
with shopping mall and store
visit and even post purchase
feedback process
Hey Selin, you should be running low on your
perfume, and I have a special Paracık offer on your
favorite brand Lancome at Boyner. Let’s visit Istinye
Park :)
1 minute ago
Mrs. Selin occasionally visits the popular shopping mall
near her office. Just before lunch break, at the office,
she receives a message from Hopi..
!9

11. Since we are here, why not visit Nike as well?
Kids grow fast! The size 33 shoe you bought won’t
fit any more, let’s pick a new one by multiplying
your Paracıks
1 minute ago
Hopi understands that she has arrived and spent sometime inside the
shopping mall and makes another hyper personalized offer before she
leaves.
!10

12. Hello Selin, kids sneakers are at
the back, also check out
sportswear section for new arrivals
These are the models
I’ve picked for you.
EXPERI
ENCE
FOOTWEAR WALL / WOMEN + MEN
E
N
T
R
A
N
C
E
REGISTER
MANNEQUINS
SPORTSWEAR
STYLING
WINDOWDISPLAY
BASKETBALL
KIDS
TRAINING SPORTSWEAR
How was your experience today?
Please let us know in our survey
and earn Paracık :)
1
2
3
… and back at the office Selin receives a notification about a new restaurant in the
neighborhood, well as activity suggestions with kids for the weekend
!11

13. We are pioneering the use of AI to help
businesses better understand and
reach customers while creating a highly
personalized shopping experience for
millions of users.
TURKEY’S LEADING
SHOPPING COMPANION
!12

14. FASHION
+42% +54,9%
GAS TRAVEL
+98,9%
ANNUAL GMV GROWTH
BY CATEGORY
Hopi has taken over
10% of all fashion
retail market in 3
years.
NEXT VERTICALS
GROCERY
+174,9%
2017
2018
2017
2018
2017
2018
2017
2018
!13

15. BETTER
CHURN RATES
4%
IMPROVEMENT
INCREASE IN
FREQUENCY
20%
HIGHER THAN
REGULAR
CUSTOMERS
HIGHER
TICKET VALUE
28%
HIGHER FOR
HOPI MEMBERS
NEW
CUSTOMERS
21%
COME FROM
HOPI
MEMBERS
HOPİ EXPERIENCE OF
OUR MERCHANT
PARTNERS
Hopi provided itself as an
effective marketing tool for
brands with outstanding
business results.
!14

16. WHAT’S NEXT?
REVOLUTIONIZE
THE WAY MARKETING
IS DONE!
!15

17. Selected Completed NOAH Transactions
Focus on Leading European Internet companies
Covering over 400 companies across 25 online
verticals, a broad range of over 500 investors as
well as 100+ online-focused corporates
Deep understanding of industry dynamics
Ability to add value beyond banking advice
Facilitates overall process and minimizes
management distraction
NOAH Advisors is globally well connected
and has direct access to virtually all key
players in the industry
Knowledge of and strong relationships with
potential buyers’ key decision makers
Proactively finds and unlocks attractive
investment opportunities for leading investors
Annual NOAH Conference in its 8th year
Over 40 years of combined relevant M&A experience
Routine execution of M&A and financing transactions
with sizes of several billion euros
30 successfully completed NOAH Advisors transactions
underline successful transfer of M&A competencies to
the Internet sector
Entrepreneurial mind-set, focused on growing the
business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures align
interests of clients and NOAH Advisors, and demonstrate
conviction to deliver top results
Creative deal solutions
December 2014
September 2014
October 2014
May 2014
Sale of 100% of
for $800m to
Exclusive Financial Advisor to
Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to
Trovit and its Shareholders
Sale of controlling stake in
to
Exclusive Financial Advisor to
Facile.it and its Shareholders
sold 100% of
for $228m to a joint venture between
Exclusive Financial Advisor to Yad2
and its Shareholders
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE
September 2016October 2016
December 2016
Financial Advisor to Oakley Capital
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
The NOAH Advisors Core Banking Team
Acquisition of a Majority Stake in
by
from
at a valuation of €300m
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
Financial Advisor to Silver Lake
Investment in
by
August 2017
Financial Advisor to EMK Capital
Acquisition of a Majority Stake in
by
at a valuation of $200m
Aleksander Skwarczek
Analyst
aleksander.skwarczek@noah-advisors.com
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com