Revolutionary Consumer Products - Consumer Software: Company presentation by Tom Charman, CEO of NAVA, at the NOAH Conference London 2019, 30-31 October, Old Billingsgate.

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 @noah_conference
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3. THE MARKET is broken
Strictly Confidential
MARKET OPPORTUNITY
THE FIRST WAVE
First wave of discovery startups
launched to help consumers
2010
THE OPPORTUNITY
Still no market leader with people
demanding personalisation
2019
TODAY’S MARKET
Local venues don’t understand
who their customers actually are
70%
95%
Of independent retail venues fail
within two years, with the biggest
reason being a lack of customers
Maintaining relevance and building
a scalable business model
Problem at the time
Combining content with A.I. to
provide scalable personalisation
Disrupting the market
+

4. REINVENTING CITY EXPLORATION
“Simply put, NAVA is re-inventing city discovery by matching
venues and customers together using machine learning”
As Mentioned In

5. POWERED BY DATA
Strictly Confidential
COMPETITIVE ADVANTAGE
NAVA - Mobile App
API Integrations
Consumers
Brands / Venues
Likes, interests, collections,
places visited, places shared
Line-by-line transaction
data, weather, transport etc.
Provided with personalised
venue recommendations
Access to customer insights
and targeting platform
Feedback Loops
Reinforcement Learning
Data Clustering
Hybrid RecommenderData Capture

6. CONSUMER TRACTION
Strictly Confidential
COMPANY GROWTH
1. Over 175k downloads across 4 cities
• Over 90% acquired organically, with 80% users in London
• 49%/35%/25% retention over 30/60/90 days
• Viral invites convert at >20%
2. OUR TOP USERs
• Spend 22 minutes exploring with NAVA
• Click through to book 1 in 3 times
• Carry out over 15 actions in every session
3. 5,000 PLACES / VENUES ON NAVA
• Restaurant, bars, street art etc.
• Growing at 40 venues per week

7. OPPORTUNITY AND SCALE
Strictly Confidential
BUSINESS STRATEGY
2018-PRESENT
2019-FUTURE
GROWTH PARTNERS
NAVA VENUES
Size of the SME Market - Europe
Number of SMBs in Europe (F&B)
1.6 million
vs. 2018
We’re starting with the European market.
London alone presents an opportunity of over
100,000 venues that meet our criteria
Proximity Marketing Market
Size of local market for mobile
£19b 18.6%
Data combined with proximity marketing has led
to the quickest form of marketing in the world
with high conversion rates due to personalisation
Working with 3 global consumer brands
10 new clients in the immediate pipeline for NAVA
Core industries: City accommodation and Airlines
We support 3,500 venues in London alone
40 new venues added weekly to NAVA
Initially focusing on F&B industry

8. Strictly Confidential
GROWTH PARTNERS - BRANDS
BUSINESS MODEL
R
EV
EN
U
E
TRAINING DATA
USERS
Users
Global brands provide NAVA
access to their own audience,
giving us a free and scalable
acquisition channel for users
Training Data
More users means more data,
which trains our algorithms and
further personalises experiences,
leading to overall higher retention
Global brands pay for API access to
both content and data insights that
help them better understand and
target their existing customers
£125,000
Revenue in 2018/19
from global partners
working with NAVA
Revenue

9. LOCATION INSIGHTS
Strictly Confidential
LOCAL VENUES
Real Time Insights
Get real time customer journey insights
Engage Nearby Customers
Know when to engage nearby customers
Trending Places
Understand popular and trending places

10. CUSTOMER MAPPING
Strictly Confidential
LOCAL VENUES
Brand Affinities
Understand brand affinities/interests of customers
Customer Segments
Draw links between different customer segments
Changing Trends
Adapt to changing trends in behaviour

11. TARGETING FOR GROWTH
Strictly Confidential
LOCAL VENUES
Predictions
Conversions
Target people based on their location and behaviour in real time
Get predictions on footfall using artificial intelligence
Maximise conversions with personalised messaging
Targeting

12. Delivering THE full experience
LOCAL DISCOVERY
Long-form storytelling designed
to inspire and bring cities to life
PERSONALISED PUSHES
Notifications personalised to a
specific customer audience
MATCH RATED PLACES
Personalised match rating
showing relevance of venue
IN APP BOOKINGS
Intuitive bookings with
immediate confirmation
VENUE INSIGHTS
Venues delivered actionable
insights post-campaign

13. Data
POWERED INSIGHTS
We’re using our tech to
provide venues with an
insights and targeting tool
£250
PER MONTH
LOCAL NAVA VENUES
BUSINESS STRATEGY
Strictly Confidential
150LOCAL VENUES
In December, we’re rolling
out our platform to 150
venues across East London
LAUNCHING WITH
We’re working with PR
agencies and POS systems to
onboard new venues to NAVA
WORKING WITH
We already feature over 5,000
venues that we plan to reach
out to and convert to paying
TOTAL VENUES
This is a SaaS model,
charging £250 per month
on a 12-month contract

14. DATA + CONTENT
Strictly Confidential
OUR COMPETITORS
Only NAVA is positioned to make
use of highly curated content
combined with a data-powered
approach, cutting search time for
the consumer, while delivering
valuable insights to venues/brands.
Content Aggregator
Content Owner
Powered by DataTraditional Media
Events Only
*

15. Who’s behind nava
Strictly Confidential
FOUNDING TEAM & INVESTORS
OLIVIA HIGGS
CO-FOUNDER & COO
KURT HENDERSON
CO-FOUNDER & CPO
TOM CHARMAN
CO-FOUNDER & CEO
FOUNDERS FACTORYCDL - TORONTO HEIKO SCHILLING WILLIAM TUNSTALL-PEDOE

16. WE’RE GOING GLOBAL
Helping local venues connect with nearby consumers
to create a constant flow of footfall

17. OUR ASK
We’re raising £1,300,000
USE OF MONEY
1. Further develop data models
2.Targeted city expansion
3. Onboard paying venues
GET IN TOUCH
tom@usenava.com
+44 7966 423998
This will allow us to prepare for
a Series A raise in Q1 2021
DISCUSSING TERMS

18. 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