4. Revolutionizing a 4 Trillion Dollar
industry
In order to feed the growing population, food
production will need to increase 70% by 2050.
Precision ag is the next breakthrough technology
that is driving the necessary increase of food
production.
2050
TODA
Y
1850
FOOD
PRODUCTION
Mechanization
Molecular
breeding
(GMO)
Precision
Agriculture
Modern
chem
control
Hybrid
technology
5.
6. THE BIGGER MISSION
HEALTHY FARM
Crop Disease Insects Weeds
Nutrients&Abiotic
Issues
Instead of focusing on selling a specific product, Taranis enables the outcome:
$220B
$190B
$160B
$300B
7. INPUTS ARE MORE THAN 60% OF CROP
PRODUCTION COSTS
Per acre costs for a typical Iowa corn farmer
Source: Iowa State University
Cost per
acre
Services
Crop Insurance
Interest on
Financing
Labor
Crop Protection
Seed
Fertility/Fertilizer
Harvest Machinery
Land
= $433 (corn inputs
cost)
$ 8
$ 12
$ 22
$ 34
$ 57
$ 95
$ 129
$ 110
$ 223
$ 690
$ 720Total Revenue per acre
Total Cost per acre
8. THE MARKET
We are the only full stack imaging company with satellite, UHR
and AI2 and have a substantial first mover advantage
4B acres of arable
land - Total
available market
is: $16B
Total US market
size:
310M acres
commodity+
100M high value
crop
Latin America and CIS
have: 1B acres
Top 2% of farms –
control 1/3 of the
land:
150K farms
9.
10. AI2 AUTOMATED DETECTION
LARGEST DATA SET OF VISUAL
SYMPTOMS EVER CREATED
ACROSS:
• Diseases
• Insects
• Weeds
• Nutrient deficiencies &
abiotic stress
• Emergence
• Drainage tile line detection
• Irrigation issues
13. Taranis Provides Sales Solutions for the AG Industry
$100 Billion/year Ag Input supply Chain – optimize inputs and profitability
Growers
Sales
Solutions
Sales
Solutions
$30B
Of input sales
$70B
Of input sales
OEMs Retailers
14. 2016 2017
4m platform acres
300k flown acres
$0.5m ACV
Technology
maturation and
operations scale-up to
support fast growth
50k testing acres
$20k ACV
Paid pilots and product
development
17. Future business models
In addition to AgInput and crop losses
Taranis data is valuable to additional Ag-
related industries
Farm Lending
$340
BILLION
Seed
$60
BILLION
Crop Insurance
$300
BILLION
Commodity trading
$1
TRILLION
19. 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 10th 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
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE®
The NOAH Advisors Core Banking Team
Marco Rodzynek
Managing Director & Founder
Jan Brandes
Managing Director
Nikhil Parmar
Director
Olek Skwarczek
Associate
Lukas Schlund
Analyst
December 2014 October 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
October 2016
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
December 2016
August 2017
Financial Advisor to Silver Lake
Financial Advisor to EMK Capital
Investment in
Acquisition of a Majority Stake in
by
by
at a valuation of $200m
November 2019 July 2019
September 2018
Financial Advisor to MagicLab
Financial Advisor to AU10TIX
and its shareholders
Financial Advisor to 10bis
and its shareholders
Acquisition of a 79% stake in $60m Investment in
Sale of 100% in
by
at a valuation of ~$3 billion
at a valuation of $260m by
for €135m to
10Bis