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Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   .de
© Lakestar 2011
Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   2   .de
© Lakestar 2011
Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   3   .de
© Lakestar 2011
Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   4   .de
Fabian Siegel, CEO Deliver Hero Europe

NOAH Conference, November 10th 2011




 Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   .de
THE CONVENIENT AND RELIABLE WAY TO ORDER FOOD

                                                                                                                                                     1. Enter your location
                                                                                                                                                     (e.g. Zip Code)

                                                                                                                                                     2. See all take-aways
                                                                                                                                                        that deliver to you

                                                                                                                                                      3. Simply select menu
                                                                                                                                                        with a mouse-click –
                                                                                                                                                        no annoying phone
                                                                                                                                                        call

                                                                                                                                                       4. Pay cash on delivery
                                                                                                                                                          or conveniently pay
                                                                                                                                                          online

                                                                                                                                                       5. Get written order
                                                                                                                                                          confirmation



       Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   .de
CHANNEL SWITCH FUELS STRONG MARKET GROWTH
 Take-away revenue Europe:

                                                                         Total: 15B €*

                                                    Today
                                                                          Online:                                           500M €
 “[…] All of these industries
 have gone to 100% online.
 Restaurant Delivery is
 starting to move, and we
 see no reason why it won’t
                                                                                                                                 600% Growth
 follow the same pattern
                                                                                                                                 60% per year due to channel switch
 […]”
 Bill
 Gurley, Benchmark, Nov
 2010
    2014




                                  Est. Online: 3.5B €
*2009 combined Euromonitor, Forrester, Burda & Proprietary Research

                   Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   .de
DELIVERY HERO IN GERMANY

 Case Study Germany:

   • Fast follower market entry strategy                                                                       • > 700 cities
   • 10 month in the market                                                                                    • > 4.000 takeaway services
   • No.2 player after 7 months                                                                                • 72,5% reach of population




         Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   .de
MOAT 1: NETWORK DYNAMICS

                                                      #
                                                Participating
                                                Restaurants


          #                                                                                       Conversion
     Transactions                                                                                   Rates
                                                                                                                                                                           Network
                                                                                                                                                                          Dynamics
                                                                                                                                                                            create
                                                                                                                                                                          deep moat
                                                                                                  # Customer
      Retention
                                                                                                  Acquisition



                                                  Usage Data




        Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   .de
MOAT 2: CPA RISES AFTER CHANNEL SWITCH

                                                                                                                                  ROI contribution



                                                                                                                                                                                                ...
                                                                                                                                                                            $
                                                                                                                                                      $
                                                          Break even                                                             $
                                                                                                            $
                                                                                       $
  Upfront                                                        $
investment
  required                                  $
                 ($                       Q1                   Q2                    Q3                   Q4                   Q1                   Q2                     Q2
                  )
                  +
                 ($                                       CPA rises after channel switch is
                  )                                       completed (Due to customer Lock-in)

             Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   .de
OUTLOOK: REPLICATE MODEL IN EUROPE & OVERSEAS

    Expand into European and Overseas market, with each
    market’s potential to become a EUR 100M+ businesses.

    In addition to Germany, Switzerland and Australia, company
    currently targets 3 European and 5 emerging markets in the
    short to mid-term.




        Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   .de
© Lakestar 2011
Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission   12   .de

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16 - Lieferheld Presentation NoahConference 2011

  • 1. Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .de
  • 2. © Lakestar 2011 Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission 2 .de
  • 3. © Lakestar 2011 Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission 3 .de
  • 4. © Lakestar 2011 Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission 4 .de
  • 5. Fabian Siegel, CEO Deliver Hero Europe NOAH Conference, November 10th 2011 Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .de
  • 6. THE CONVENIENT AND RELIABLE WAY TO ORDER FOOD 1. Enter your location (e.g. Zip Code) 2. See all take-aways that deliver to you 3. Simply select menu with a mouse-click – no annoying phone call 4. Pay cash on delivery or conveniently pay online 5. Get written order confirmation Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .de
  • 7. CHANNEL SWITCH FUELS STRONG MARKET GROWTH Take-away revenue Europe: Total: 15B €* Today Online: 500M € “[…] All of these industries have gone to 100% online. Restaurant Delivery is starting to move, and we see no reason why it won’t 600% Growth follow the same pattern 60% per year due to channel switch […]” Bill Gurley, Benchmark, Nov 2010 2014 Est. Online: 3.5B € *2009 combined Euromonitor, Forrester, Burda & Proprietary Research Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .de
  • 8. DELIVERY HERO IN GERMANY Case Study Germany: • Fast follower market entry strategy • > 700 cities • 10 month in the market • > 4.000 takeaway services • No.2 player after 7 months • 72,5% reach of population Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .de
  • 9. MOAT 1: NETWORK DYNAMICS # Participating Restaurants # Conversion Transactions Rates Network Dynamics create deep moat # Customer Retention Acquisition Usage Data Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .de
  • 10. MOAT 2: CPA RISES AFTER CHANNEL SWITCH ROI contribution ... $ $ Break even $ $ $ Upfront $ investment required $ ($ Q1 Q2 Q3 Q4 Q1 Q2 Q2 ) + ($ CPA rises after channel switch is ) completed (Due to customer Lock-in) Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .de
  • 11. OUTLOOK: REPLICATE MODEL IN EUROPE & OVERSEAS Expand into European and Overseas market, with each market’s potential to become a EUR 100M+ businesses. In addition to Germany, Switzerland and Australia, company currently targets 3 European and 5 emerging markets in the short to mid-term. Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission .de
  • 12. © Lakestar 2011 Lieferheld GmbH confidential.-This document is strictly confidential and may not be copied, used, made available or be disclosed to third parties without our prior written permission 12 .de