Cognitive Computing: Company presentation by Daniel Heer, Zeotap at the NOAH Conference Berlin 2019, 13-14 June, STATION.

1. World’s Best People Data.
1

2.  @NOAHConference
 @noah_conference
 @noah-conference
 @NOAHConference
FOLLOW USONSOCIAL

3. BRANDS ARE HAVING A HARD TIME UNDERSTANDING THEIR CUSTOMERS & IDENTIFYING THE
RIGHT TRIGGER MOMENTS TO MARKET TO THEM
2
NEW
CUSTOMER
ACQUISITION
UPSELLING &
CROSS-
SELLING
CHURN
PREVENTION
COMPANIES‘ CRM
Name Email Age/Gender Income
Household
Members
A userA@ 25-30/F 75-100K 2
B userB@ 35-40/M >150K 4
C userC@ 30-35/F 50-75K 1
… - … … -

4. HELPING BRANDS TO BETTER UNDERSTAND EACH CUSTOMER IS A HUGE MARKET
OPPORTUNITY
3
The more brands know about their customers,
the better they can market to them.
Identity and Data Attributes are needed for
People-Based Marketing.
Email
617324462
670503928
175896578
Phone# Purchase
.
.
.
Date
.
.
.
.
.
.
ProductA
ProductB
ProductC
.
.
.
userA@...
userB@....
userC@...
05/06/19
02/05/19
23/03/19
BRANDS CRM DATA
$12.8
$16.4
$21.1
$26.2
$32.1
$37.9
2017 2018 2019 2020 2021 2022
($ in billions)
CAGR: 24%
Global Data Spend

5. 4
§ SaaS-Identity & Consumer Data Platform
§ Leverages 1st-party customer data for People-Based Marketing
§ World’s largest Offline-to-Online People Graph
§ Unique data partnerships
§ 9 markets across USA, EU, Asia
BUSINESS OVERVIEW COMMERCIAL TRACTION
>500m People Linkages
Exclusive Data Partnerships
>1bn
Key Clients
High-Fidelity Consumer Data
Data Partners80+
ZEOTAP IS A SAAS-IDENTITY DATA PLATFORM THAT ENABLES BRANDS TO LEVERAGE 1ST PARTY
CUSTOMER DATA FOR PEOPLE-BASED MARKETING
Founded
2014
(Berlin)
Raised
>30M VC
Employs>
90 FTE
(+50% tech)
Full
GDPR
Complian
t

6. CASE STUDY UNILEVER: CONNECTING TO THEIR CRM AND ENRICHING DATA PER END-
CUSTOMER IS USED BY UNILEVER TO BETTER ADDRESS EACH CUSTOMER VIA ONLINE
MARKETING
5
DEMOGRAPHIC
DATA
PURCHASE INTENT
DATA
RAW APP USAGE
DATA
IDENTITY DATA
Unilever Offline CRM Data
Hashed Email Purchase Date
X_yabz1 Shampoo 11/15
Ab63_/h Hair gel 11/18
13bn,:x.) Shampoo 12/01
… … …
Uses Music
Apps
>$75K Annual
Income
28 Years Old
Uses Fitness Apps
TELCOS APPSDKs
Data Sources For
Enrichment
Recently Bought
UnileverShampoo
OPERATINGSYTEMS
OEMS
MARKETPLACES/
ECOMMERCE
MARKETING&
SOCIALNETWORKS
WorkLocation
Hashed
Email/
Phone
Hashed
Email/
Phone
Device
ID/Cookie

7. CASE STUDY BANKING: ENABLING A GLOBAL BANK TO BETTER PREDICT CHURN PROPENSITITES
PER CUSTOMER
6
BLACKBOX ALGORITHM
FOR
CHURN PREVENTION
ZEOTAP‘S DATA
BRAND‘S CRM
Name Email Age/Gender Income
Household
Members
A userA@ 25-30/F 75-100K 2
B userB@ 35-40/M >150K 4
C userC@ 30-35/F 50-75K 1
… - … … -
like:
Churn
propensity
Next Steps
0.8
Facebook
reach out
0.1 None
0.6
Facebook
reach out
… -
OUTPUT

8. SAAS SELF-SERVE PLATFORM
7
32% Automotive
10% Health & Fitness
7% Music
CONNECTINSIGHTSTARGETING
Link to
Unity UI

9. PRIVACY & SECURITY ARE AT THE HEART OF ZEOTAP‘S DNA AND PART OF OUR COMPETITIVE
ADVANTAGE
8
P R I V A C Y & S E C U R I T Y F I R S T
Explicit consent & due
diligence on data
partners
GDPR-ready
certified since
2016
Local compliance
assessments
Part of IAB
Consent
Framework and
others
ISO 27001 Certified
CSA cloud-
security certified
Own privacy
control apps
Certified Int’l
Privacy Techn.
(CIPT)
Global privacy
council with
subject experts
Hacklabs
with a US
telco
Top 500 legal
inhouse team
award
Over 20 enterprise
security tools

10. 9
… but Faces Key Challenges
LiveRamp has proven there is a Big Market
Opportunity…
LTM Revenue
$286M
Google’s cookie banning a big
threat for LiveRamp
Clients complain about bad client
service and lack of alternative
Outdated Technology stack from
2010 –match tests take long
Very small footprint
outside of the US
92%
US Revenue
$300m
2014 (Exit to Acxiom) NASDAQ Market Cap
$3,600m
LiveRamp has Proven The Model in the US, But Faces Key Challenges
LTM Revenue
$286M

11. TRACTION
10
People Graph LINKAGES DATA PARTNERS REVENUE
Telco
Non-Telco
3 6 10 16 20 30
42
53 59
2 2 3
4 4
5
7
7
9
5 8 13
20 24
35
49
60
68
Q1'17Q2'17Q3'17Q4'17Q1'18Q2'18Q3'18Q4'18Q1'19
3 6 10 16 20 30
42
53 59
2 2 3
4 4
5
7
7
9
5 8 13
20 24
35
49
60
68
Q1'17Q2'17Q3'17Q4'17Q1'18Q2'18Q3'18Q4'18Q1'1997
300
359
450
Q2'18 Q3'18 Q4'18 Q1'19
(in millions)
>500M in April
300
359
450
18 Q3'18 Q4'18 Q1'19
15-40%
MoM ARR
Growth
>20%
above Plan
in Q1
500
97
Q1 ‘19Q2 ‘18
12X
Q1 ‘19Q1 ‘17
68
5
59
9

12. RAISING A GROWTH ROUND TO EXPAND
11
EUROPE
EXPAND
USA
Nº2
Nº1
Become
Grow
x4
2019
Revenue
2020
Profitable by

13. D A N I E L H E E R
C E O & F O U N D E R
daniel.heer@zeotap.com
+49 173 2609 497

14. 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