This document summarizes BlaBlaCar's growth from a carpooling app to a leader in shared road travel across 22 markets. Some key points:
- BlaBlaCar has 75 million members and is acquiring Ouibus to expand into branded bus services in Europe.
- It aims to enhance proximity and frequency of carpooling through initiatives like point-to-point trips and dedicated commuting apps.
- In 2018 BlaBlaCar was profitable, cash flow positive with €170M in the bank and no debt, demonstrating its business model's viability.
7. BlaBlaCar is the #1 long distance carpooling company
in each of its 22 markets
8. Our strong brand coupled with efficient marketing brings
vast and cheap passenger demand
Source: BlaBlaCar internal data 2018 - CAC computed on direct marketing expenses
Sources of bookings (all markets, 2018)
● Global NPS of 60
● Average global blended
passenger CAC in 2018: 0.3€
● 660 million travel intents
(unique) per year in 2018
Other
Search (Non Brand)
Partners
Organic
traffic
76%
7%
7%
4%
3%
3%
We own
90% of
our traffic
CRM (Emails)
Search (Brand)
9. 2018 metrics
Profitable and cash flow
positive in 2018
Financing - Pro forma June ’19
BlaBlaCar has built its business from idea to profitability
and is ready for the next big development
55% of the GMV is
monetized
€170M in the bank
and no debt
€117M invested to build the
business, incl. M&As
11. Western Europe
We made an offer to acquire
Ouibus and launched our
new brand, BlaBlaBus
Branded bus offer in Europe
● Branded buses
● Control over schedule, routes & prices
● Sub-contract transport to local operators
13. 74%
Share of GMV made on Ouibus
top routes (France - 2018)
Source: BlaBlaCar internal data / Ouibus internal data
Top 100 Ouibus routes in GMV 2018 - all supplier types // Identifying % GMV generated on the same routes on BlaBlaCar
Bus and carpooling answer different use cases
Ouibus 100 routes
Other routes
26%
20%
80%
15. We are leading the offline
to online transition
CEE, Russia & Latam
Bus marketplace
● Generally fragmented markets, prone to
aggregation
● Offline to online transition to bring
massive growth
16. In Russia, our bus offer is growing fast
113
New operators in Q1
10
Bus stations to start pilots
with us
Bus GMV % of total
18. Point to point :
Bring the liquidity of big
axes to all the towns
along the way
Through our dedicated algorithms we can create
an infinite number of bookable sub-segments and
adequate meeting points
Our meeting points database is curated overtime
Wildenfels
Pegnitz
Dresden
Nürnberg
19. Launched nationwide in France in 2018, we are now scaling usage
Driver’s home
Passenger’s
home
Driver’s workplace
Passenger pick-up
(minimum detour)
Passenger’s
workplace
Passenger drop-off
(minimum detour)
BlaBlaLines: a dedicated app for the commuting market
22. 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