This document discusses daily deals and the daily deals industry. It provides information on leading daily deal sites and companies, the daily deal ecosystem and stack, barriers to entry and scale in the industry, factors that drive the virtuous cycle of daily deals, popular daily deal offers in Austin, how revenue varies by category, and an overview of the company Yipit and what they do.

1. Daily Deals: Where Ads Become Content Sunday, March 13 SXSW Handle: #DailyDeals

2. Speakers 2 Aaron Batalion Co-founder/CTO of LivingSocial Leading Daily Deal site @abatalion Tricia Han GM of DailyCandy Deals Formerly VP of Product at: TV Guide, Rave, Vindigo @treehan JontyKelt CEO of Group Commerce Clients include: DailyCandy, Thrillist, Active.com, NY Times @jontykelt Jim Moran Co-founder of Yipit The “Kayak.com” of Daily Deals @jdmoran, blog.yipit.com

3. The Daily Deal Stack Daily Deal Sites MERCHANTS CONSUMERS Vertical Deal Sites White Label Publishers Data Merchant Services Exchanges Aggregators Consumer Services Merchant Agencies SOON…

4. Low Barriers to Entry… Source: yipit.com. US only, see blog.yipit.com for further data. Worldwide figure greater than 3,000 (TechCrunch, 7/30/10)

5. …High Barriers to Scale The Virtuous Cycle of Daily Deals Source: Needham & Company LLC (Mark’s whiteboard) More Cities More Sales More Salespeople Improved Media Buying More Conversions More Deals More Deal Personalization More Subscribers

6. Most Popular Offers in Austin LivingSocial Groupon Elements Laser Spa – 69% off $218K revenue – 1,569 sold Salon 505 – 82% off $500K revenue – 4,715 sold Source: Yipit Data (http://yipit.com/data)

7. Revenue Varies by Category Source: Yipit Data (http://yipit.com/data) Frequent Austin Deal Types

8. About Yipit “Kayak.com” for Daily Deals Personalized based on where you are and what you like Yipit API >10K Daily Deals per month from 400 Daily Deal services yipit.com/about/api Yipit Data Past offer details and competitive analysis yipit.com/data