The 2018 Noah pitch deck outlines initiatives to empower the European digital ecosystem by facilitating funding for digital companies, aiming to connect European entrepreneurs with investors. Instafreight is presented as a digitized freight forwarding company that addresses market challenges through a one-stop shop for road freight, combining tech innovations with a focus on customer retention and subscription models. The document also highlights Noah Advisors' expertise in the internet sector, showcasing completed transactions and emphasizing their commitment to delivering exceptional results in mergers and acquisitions.

1. THE DIGITAL
FORWARDING
COMPANY
NOAH Pitch Deck 2018,
Philipp Ortwein & Maximilian Schaefer

2. Three Conferences, One Mission: Empower the European Digital Ecosystem
To provide a physical marketplace
that facilitates funding of
digital European companies
at all stages
Mission MissionMission
To promote Israel - European
relationships and enable funding
To bring together future-shaping
executives and investors active
across segments driven
by digital revolution
Connecting
Capital with
Entrepreneurs
Connecting European
Champions
and Challengers
Connecting Israel’s Startups
with Large Corporates
and Investors
30-31 October 2018
Old Billingsgate, London
13-14 June 2019
STATION Berlin
9-10 April 2019
Haoman 17, Tel Aviv

3. InstaFreight
Strictly confidential

4. The current market volume of European road freight
Strictly confidential
250bn

5. 3%
0.2% 0.5%

6. Only 8% of the market belongs to the big players
Strictly confidential
700,000~
700,000

7. 6
Freight forwarding market faces great challenges
Customer
◼ Highly fragmented
◼ Lack of density (back loads)
◼ Many intermediaries
◼ Non digital communication
◼ Opaque pricing
◼ Low quality
Market challenges…
Broker
Forwarder
Carrier
Subcontr.
Driver
… lead to an inefficient value chain

8. Strictly confidential

9. Introducing InstaFreight, the next generation digitized forwarding company
Carrier
FTL, LTL
One-stop shop for road freight
Real-time pricing engine
Fully digitized processes
Automated load matching
Quality, safety & reliability
Shipper
FTL, LTL, Consolidated
Cargo
Networks
Consolidated Cargo
Web
Mobile appWeb
API
System
ERP

10. Booking transportation online with instant fixed-prices
Immediate price quote
Single pallet to full
truck load
Binding booking
confirmation
Germany and Rest
of EU

11. Web based order management and full transparency with track & trace

12. InstaFreight is growing fast in Europe
Total Number of Orders
In k# orders quarterly
Business Footprint in Europe
InstaFreight
Q3/16
0,1
Q4/17
5,7
Q3/17
2,3
1,6
Q2/17Q1/17 Q1/18Q4/16
0,3
Q2/18*
3,8
4,4
3,3
5.5x
* Current run rate projection

13. High AOV and subscription offerings lead to attractive economics
FTL
(Full Truck Load)
Order
Economics
AOV 600 €
8% - 12%
60 €
2-3
180 €
Acquisition
Cost
€300
Month to
break even
2-3
LTL
(Part Truck Load)
200 €
10 -14%
25 €
4-5
100 €
€150
<2
Order- and Acquisition Economics
Q1 Average on Company Level
▪Customers tend to be very
sticky
▪Recurring revenue with
subscription business
▪Fixed contracts secure
volume with larger clients
14
Margin (per order)
Contribution (per order)
Orders (monthly)
Contribution (monthly)
Retention

14. We are an experienced and diverse team disrupting the logistics space
13
Philipp Ortwein
Co-Founder & MD
▪ 7 years experience
▪ Management Consulting
▪ Digitization / Industry 4.0
Maximilian Schaefer
Co-Founder & MD
▪ 7 years experience
▪ General Management
▪ Logistics and
Ecommerce
Markus Doetsch
CTO
▪ 6 years experience
▪ Leading Tech Teams at
Rocket Internet
▪ Participated in launch
of >30 ventures
Brenda Klee
Director KAM &
BizDev
▪ 18 years experience
▪ Prev. Member of Mgmt.
Board at Elvis
▪ Logistics and Mgmt.
Consulting
Marc-Alexander Vetter
Head of Operations
▪ 3 years experience
▪ Management
Consulting
▪ Supply Change
Management
Benedikt Kappus
Head of Sales
▪ 2 years experience
▪ Global Venture
Development
▪ Entrepreneurship

15. Maximilian.Schaefer@instafreight.com
Philipp.Ortwein@instafreight.com
www.instafreight.de
InstaFreight GmbH
Oranienstraße 25 | 10999 Berlin | Germany

16. 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 8th 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
December 2014
September 2014
October 2014
May 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
Sale of controlling stake in
to
Exclusive Financial Advisor to
Facile.it and its Shareholders
sold 100% of
for $228m to a joint venture between
Exclusive Financial Advisor to Yad2
and its Shareholders
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE
September 2016October 2016
December 2016
Financial Advisor to Oakley Capital
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
The NOAH Advisors Core Banking Team
Acquisition of a Majority Stake in
by
from
at a valuation of €300m
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
Financial Advisor to Silver Lake
Investment in
by
August 2017
Financial Advisor to EMK Capital
Acquisition of a Majority Stake in
by
at a valuation of $200m
Aleksander Skwarczek
Analyst
aleksander.skwarczek@noah-advisors.com
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com