Delivery Hero is an online food delivery company that has expanded to 12 markets and raised over $100 million. It has built the largest global network of menus online, with over 30,000 participating restaurants. The presentation discusses the large market opportunity for online food delivery, as the take-away food market is worth over 20 billion euros but only 1 billion is currently online. Delivery Hero aims to capitalize on the shift to online ordering and expects growth rates of 100% per year through 2015.

1. BETTER FOOD TO THE PEOPLE!
NOAH
Conference
-­‐
November
6,
2012
Delivery
Hero
Fabian
Siegel,
co-­‐CEO
Delivery
Hero
Holding
GmbH
confiden3al.
–
This
document
is
strictly
confiden3al
and
may
not
be
copied,
used,
made
available
or
be
disclosed
to
third
par3es
without
our
prior
wri?en
permission

2. Largest Global Network of Menus Online in 2 years
In the last 24 months:
‘Build
/
bought
presence
in
12
markets’
‘Raised
more
than
$100M’
‘Build
largest
global
network
of
menus
online
with
>
30,000
par3cipa3ng
restaurants’
More
than
450
Heroes
worldwide
2
Delivery
Hero
Holding
GmbH
confiden3al.
–
This
document
is
strictly
confiden3al
and
may
not
be
copied,
used,
made
available
or
be
disclosed
to
third
par3es
without
our
prior
wri?en
permission

3. Market Opportunity
Take-­‐away
revenue
in
Delivery
Hero
markets:
2011
“[…]
All
of
these
industries
have
gone
Total:
20B
€*
(75B
€
global)
to
100%
online.
Online:
1B
€
Restaurant
Delivery
is
star:ng
to
move,
and
we
see
no
reason
why
it
won’t
1000% GROWTH
follow
the
same
100%
per
year
due
to
channel
switch
pa@ern
[…]”
2015
Bill
Gurley,
Benchmark,
Nov
2010
Est.
Online:
>10B
€
Channel
switch
well
underway
–
HIGH GROWTH RATES IN THE YEARS TO COME
*
2010
Proprietary
Research
3
Delivery
Hero
Holding
GmbH
confiden3al.
–
This
document
is
strictly
confiden3al
and
may
not
be
copied,
used,
made
available
or
be
disclosed
to
third
par3es
without
our
prior
wri?en
permission

4. Online Food Ordering is Convenient
Delivery
Hero
enables
you
to
order
take-­‐out
food
online
wherever
you
are
Online payment
5 minutes
- or -
1.
Enter
ZIP
/
Address
2.
Select
amongst
all
that
deliver
3.
Just
click
–
no
hassle
to
you,
ranked
by
quality
talking
on
the
phone.
Cash payment at door
30 – 60 minutes
4.
Delivery
Hero
submits
4.
Local
restaurant
cooks
order
and
delivers
the
food
4
Delivery
Hero
Holding
GmbH
confiden3al.
–
This
document
is
strictly
confiden3al
and
may
not
be
copied,
used,
made
available
or
be
disclosed
to
third
par3es
without
our
prior
wri?en
permission

5. Key Success Factors
Hero Culture
Scalable Processes
Specific Plan & Methodology
Product & Tech Platform
+ +
5
Delivery
Hero
Holding
GmbH
confiden3al.
–
This
document
is
strictly
confiden3al
and
may
not
be
copied,
used,
made
available
or
be
disclosed
to
third
par3es
without
our
prior
wri?en
permission

6. Delivery Hero Status
Opportunity: Global category leader
 Company
has
raised
$100M
 Build
a
team
of
450
heroes
world
wide
 The
only
product
that
is
on
all
mobile
placorms
&
major
tablets
 Three
other
global
player
at
scale
-­‐
only
one
direct
compe3tor
with
global
ambi3ons
 Largest
global
network
of
menus
online
(>
30,000)
35'000
Million
Meals
Served
via
DH
Restaurants
Online
30'155
32
30'000
27'983
26'886
25'000
23'961
21'818
20'352
0
20'000
Nov
2010
Nov
2011
Nov
2012
17'478
16'374
15'253
15'000
14'205
13'152
11'461
Million
Customers
World
Wide
10'000
4
6'742
5'000
'0
0
Oct
11
Nov
11
Dec
11
Jan
12
Feb
12
Mar
12
Apr
12
May
12
Jun
12
Jul
12
Aug
12
Sep
12
Oct
12
Nov
2010
Nov
2011
Nov
2012
6
Delivery
Hero
Holding
GmbH
confiden3al.
–
This
document
is
strictly
confiden3al
and
may
not
be
copied,
used,
made
available
or
be
disclosed
to
third
par3es
without
our
prior
wri?en
permission

7. Outlook
WE LOVE
the Outlook for 2013:
 Clear
value
proposi3on
to
consumers
and
restaurants
 Fast
growing
in
a
huge
market
 Confidence
in
our
tech
placorm
&
innova3on
to
come
 Reaching
profitability
in
our
core
markets
 High
margins
in
mature
markets
7
Delivery
Hero
Holding
GmbH
confiden3al.
–
This
document
is
strictly
confiden3al
and
may
not
be
copied,
used,
made
available
or
be
disclosed
to
third
par3es
without
our
prior
wri?en
permission

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