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Lakestar - NOAH16 London

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Keynote by Manu Gupta, Partner of Lakestar at the NOAH Conference London 2016, Old Billingsgate on the 10th of November 2016.

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Lakestar - NOAH16 London

  1. 1. L A K E S T A R
  2. 2. GET YOUR TICKET TODAY! www.noah-conference.com 2-3 Tempodrom, Berlin Old Billingsgate, London NOV201722-23 JUN2017 SAVE THE DATE
  3. 3. L A K E S T A R 2 L A K E S T A R ABOUT US
  4. 4. L A K E S T A R 3 L A K E S T A R WE ARE A TEAM THAT INVESTS IN OUTSTANDING ENTREPRENEURS WORLDWIDE
  5. 5. L A K E S T A R GLOBAL VENTURE CAPITAL 4 14 TEAM MEMBERS • 3 were previously founders • 2 were previously coders • 1 previous product manager • 1 previous CTO • 3 were previously bankers • 2 were previously lawyers
  6. 6. L A K E S T A R GLOBAL VENTURE CAPITAL 5 San Francisco New York Stockholm Berlin London Hong Kong 14 TEAM MEMBERS 6 CORE GEO’S
  7. 7. L A K E S T A R GLOBAL VENTURE CAPITAL 6 14 TEAM MEMBERS 6 CORE GEO’S $550m RAISED IN 3 YEARS • 2013: LS I $150m • 2015: LS II $400m • Global investor base
  8. 8. L A K E S T A R GLOBAL VENTURE CAPITAL 7 14 TEAM MEMBERS 6 CORE GEO’S $550m RAISED IN 3 YEARS 45+ INVESTMENTS
  9. 9. L A K E S T A R EARLY INVESTMENTS IN “CATEGORY KILLERS” 8
  10. 10. L A K E S T A R GLOBAL VENTURE CAPITAL 9 BLOGS, TWEETS, DETAILED WEBSITES
  11. 11. L A K E S T A R 10 L A K E S T A R A GLOBAL PERSPECTIVE
  12. 12. L A K E S T A R HOW DO WE FIND GREAT OPPORTUNITIES? 1111 >50%
  13. 13. L A K E S T A R EUROPEAN SEED ECOSYSTEM GROWS 12 + many more trusted partners
  14. 14. L A K E S T A R PARTNER WHEN ENTERING THE USA 1313 >50% • Fundraising partners • PR & Recruiting help via local partners
  15. 15. L A K E S T A R PARTNER WHEN ENTERING THE USA 1414 >50%
  16. 16. L A K E S T A R NAVIGATING EUROPE CAN BE CHALLENGING! 1515 <50% • First customers • Local hiring • Corporate partnerships
  17. 17. L A K E S T A R NAVIGATING EUROPE CAN BE CHALLENGING! 1616 <50%
  18. 18. L A K E S T A R WHAT ABOUT CHINA? 1717 ?
  19. 19. L A K E S T A R LARGE MARKETS MATTER 18
  20. 20. L A K E S T A R CHINESE TOURISM ON THE RISE 19
  21. 21. L A K E S T A R IS CHINA AN EXIT PARTNER? 20
  22. 22. L A K E S T A R 21 L A K E S T A R MOST IMPORTANTLY, WHY?
  23. 23. L A K E S T A R WHY? 22 • Solving a hard problem with technology • Fixing an everyday pain-point for consumers & businesses
  24. 24. L A K E S T A R ACCESS TO INFORMATION
  25. 25. L A K E S T A R JanM90 OctM90 JulM91 AprM92 JanM93 OctM93 JulM94 AprM95 JanM96 OctM96 JulM97 AprM98 JanM99 OctM99 JulM00 AprM01 JanM02 OctM02 JulM03 AprM04 JanM05 OctM05 JulM06 AprM07 JanM08 OctM08 JulM09 AprM10 JanM11 OctM11 JulM12 AprM13 JanM14 OctM14 JulM15 Employment in industries since 1990: Newspapers: - 60% Periodicals: - 28% Other Publishing: - 50%
  26. 26. L A K E S T A R ACCESS TO INFORMATION 25 100m daily active users Real-time… Democratized… Universally available… … at the sake of accountability?
  27. 27. L A K E S T A R ENERGY / CLIMATE CHANGE 26
  28. 28. L A K E S T A R OUR DUTY TO INVEST IN “MOONSHOTS”? 27
  29. 29. L A K E S T A R 28 L A K E S T A R IMPACT OF TECH TODAY
  30. 30. L A K E S T A R 29 According to OECD Top Earners / upper class Middle class Low Income / lower class
  31. 31. L A K E S T A R 30 The poorest jumped up two OECD classifications over the last years ? Top Earners / upper class Middle class Low Income / lower class According to OECD Low interest rates, appreciating assets Definition: Education, House, Car, Travel Some middle class gains, “western” middle class loses
  32. 32. L A K E S T A R 31
  33. 33. L A K E S T A R FINAL THOUGHTS – WHERE SHOULD WE SPEND TIME? “Moonshots” “Companies for middle class”
  34. 34. L A K E S T A R 33 L A K E S T A R THANK YOU
  35. 35. 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 24 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 September 2015 December 2014 September 2014 October 2014 May 2014 Sale of a 70% stake in to Exclusive Financial Advisor to Drushim and its Shareholders 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 May 2016 Investment in by Financial Advisor to Oakley Capital Exclusive Financial Advisor to 10Bis and its Shareholders ® Marco Rodzynek Managing Director & Founder marco.rodzynek@noah-advisors.com Jan Brandes Managing Director jan.brandes@noah-advisors.com Justus Lumpe Managing Director justus.lumpe@noah-advisors.com The NOAH Advisors Core Banking Team Nikhil Parmar Director nikhil.parmar@noah-advisors.com 10Bis Drushim 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

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