Mobility & Travel of the Future: Fireside Chat with Henrik Haenecke, Berliner Verkehrsbetriebe and Christof Schminke, Trafi at the NOAH Conference Berlin 2019, 13-14 June, STATION.

1. We build the marketplace
for mobility

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

3. About Trafi
B2B technology platform
transforming urban traveling into a
frictionless journey
Founded in 2013, operating from
Berlin, London, Vilnius
Our technology suite enables
leading mobility players to launch
and operate holistic mobility
services
Transit Authorities
OEMs
ICT Cities
Rio De
Janeiro
BVG is Berlin‘s public transit agency, operating 10 subway lines,
22 tram lines and 154 bus lines, serving 1.1 billion customers per
year
For BVG, Trafi has built the multimodal mobility service Jelbi, which
is the first “marketplace for mobility” in the world
Mobility Providers

4. Digital disruption changes one industry after another –
in mobility it is happening right now
Disruptive Wave
DisruptorsIncumbents
Telco Media/Ads Entertain Books Retail Healthcare Banking Manufacture Insurance EducationTravel Transport
Past Now Soon
Source: Detecon Consulting

5. Example Germany
Multimodal and intermodal
mobility platform
By foot Bicycle Bus &
Train
E-kick
scooter
sharing
Bike
sharing
E-scooter
sharing
Ride
sharing
Car
sharing
Private
car
Rental car
with driver
Taxi
Public
transportation
apps
Long-distance
traffic apps
Ride sharing
apps
Car sharing
apps
Navigation
apps
MaaS apps
Multiple players are looking at the same opportunity

6. The race is on:
Who will be the
Amazon or the
Android of mobility?

7. Travelling needs
to be frictionless
• One app with all mobility providers
• One user account
• Multimodal and intermodal routing
• From planning to payment
• „Pay as you go“ or „mobility plans“

8. Trafi provides whitelabel
solutions for cities and mobility
providers that can be launched
in a matter of months

9. One app connecting all different types of
transportation in the city.
Powered by Trafi’s technology, branded by
BVG.
Implemented within 9 months
You don’t believe it’s possible?
Available
in App Store
as of
June 11

10. It is a dark time for cities…

11. But some cities decide
to strike back …
… City of Berlin is taking
the driver seat of mobility

12. Berlin‘s public transit
company (BVG): Easy
access to mobility is a part
of our DNA
BVG is founded in 1929
One ticket to mobility

13. Strong brand: we
know how to reach our
3 million daily
customers through
excellent marketing
Because we love you

14. BVG has partnered up
with >25 mobility
providers that are
willing to collaborate in
Berlin’s „marketplace
for mobility“
Trains Buses Bike sharing Car sharing
Kick Scooter Sharing
Taxi Scooter sharing Ride Sharing

15. One user profile
unlocks all
mobility options
Single Sign On One payment profile One driver‘s license check

16. ONE application
for planning,
booking and
payment
Booking & Payment
Planning
Routing

17. We have built a
unique showcase
in Berlin

18. We have built a unique showcase in Berlin
• Only deep integrations: one registration to
unlock all services
• 8 mobility modes
• Network of >25 mobility service providers

19. We have built a unique showcase in Berlin
There are 500 cities out there with more than 1m
inhabitants. Who builds the next marketplace for
mobility?
• OEMs?
• Mobility platforms?
• Cities?
We have the whitelabel solution for all parties
• Only deep integrations: one registration to
unlock all services
• 8 mobility modes
• Network of >25 mobility service providers

20. Welcome to our
city, Berlin.
Dr. Henrik Haenecke
Chief Financial and Chief Digital
Officer at BVG
www.bvg.de
Let’s grow
together.
www.trafi.com
Christof Schminke
Managing Director Commercial at Trafi
Christof@trafi.com

21. 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