SPEAKER BOOK
EDITION
JUNE 2017
Table of Contents
Program
Speaker Book
NOAH Disruptor List
5
7
129
110+ Confirmed Speakers Main Stage
EV - Enterprise Value / F - Funding / FS - Fund Size / N/A - Not Available | Valuation dates as of 06/03/17
REGISTER HERE
22-23 JUNE 2017
TEMPODROM - BERLIN
Thomas Ebeling
CEO
Martin Ott
Managing Director,
Central Europe
Maya Bogle
Co-Founder
Greg Ellis
CEO
Shaul Olmert
Co-Founder & CEO
Travis Witteveen
CEO
Donata Hopfen
CEO
Jens Müffelmann
CEO
Peter Berger
COO
Mathias Döpfner
CEO
EV: €5.5bn
EV: €11.3bn
EV: €353bn EV: €3.4bn N/A
N/A N/A N/A N/A
F: €29m
Peter Terium
CEO
Cedrik Neike - Memberof
the Managing Board
Gerhard Cromme
Chairman
EV: €19.8bn
EV: €120.8bn EV: €120.8bn
Ludovic Le Moan
Co-Founder & CEO
Gisbert Rühl
CEO
Christian Deilmann
Co-Founder & CEO
Klaus Rosenfeld
CEO
Bastian Bergmann
CEO
Dr. Reinhold Achatz
CTO
Friedrich Joussen
CEO
Rolf Schrömgens
Co-Founder & CEO
Carsten Spohr
CEO
Glenn Fogel
CEO
N/A
EV: €13.1bn
F: €294m F: €50m
EV: €1.5bn
EV: €18.4bn
EV: €8.6bn EV: €8.1bn EV: €4.3bn
EV: €84.4 bn
Mikhail Sokolov
CEO
FOLLOW YOUR DREAMS
Oliver Dlouhy
CEO
Johannes Reck
Co-Founder & CEO
Mike McGearty
CEO
Carsten Kengeter
CEO
N/A
N/A
F: €88m F: €43m
EV: €14.1bn
Marko Wenthin
Board Member
AlexanderGraubner-Müller
Founder & CEO
F: €154m
Raffael Johnen
CEO
Rolf Cederstrom
Co-Founder
F: €188m F: €166m
Anne Boden
CEO
F: €66m F: €40m
Peter Smith
Co-Founder & CEO
Valentin Stalf
Co-Founder & CEO
Dr. Carolin Gabor
Managing Director
Max von Bismarck
CBO & Managing Director
Erik Voorhees
Founder & CEO
F: €22m F: €11m
F: €50m F: €28m F: €22m
Olivier Reppert
CEO
José Neves
CEO
RobertGentz-Member
oftheManagementBoard
&Founder
fresh flowers delivered
Franziska v. Hardenberg
Founder & CEO
Julia Bösch
Founder & MD
Chris Morton
Co-Founder & CEO
Oliver Samwer
Founder & CEO
Jitse Groen
CEO
Fabian Siegel
Founder & CEO
Tamir Carmel
Founder
Ralf Wenzel
CSO
Adrian Blair
COO
N/A
N/A
EV: €1.4bn F: €57m
F: €57m
EV: €8.5bn EV: €1.4bn
EV: €2.9bn EV: €2.6bn F: €26m N/A
EV: €4.6bn
Mikkel Svane
CEO
Avishai Abrahami
Co-Founder & CEO
Michelle Zatlyn
Co-Founder
EV: €2.5bn
EV: €3.0bn EV: €2.4bn
Oren Kaniel
Co-Founder & CEO
Ran Sarig
Co-Founder & CEO
Bertrand Schmitt
Co-Founder & CEO
Dr. Liraz Margalit
Head of Behavioral
Research
Peter Hamilton
CEO
Amir Orad
CEO
Or Offer
Co-Founder & CEO
Alex Kayyal - Head
of Salesforce Ventures
Europe
Eugene Mizin
CEO
F: €61m EV: €57m
F: €60m F: €35m
F: €52m F: €47m
F: €149m F: €79m
F: €89m
Timo Rain
Founding Co-CEO
Clark Stacey
CEO
Karim Morsy
CEO
Whitney Wolfe
Founder & CEO
Ida Tin
Co-Founder & CEO
Lucas von Cranach
Founder & CEO
N/A
N/A N/A
F: €30m
F: €28m F: €19m
®
Sophia Rodzynek
Online Gamer
Marco Rodzynek
Founder & CEO
®
David Goldberg
Co-Founder & CEO
Karel Doerner
Senior Partner
Alexandre Mars
Founder & CEO
Dr. Klaus Hommels
Founder & CEO
Teddie Wardi
Partner
Rainer Maerkle
General Partner
Yaron Valler
General Partner
Alexander Frolov
General Partner
Eden Shochat
Partner
Jon Medved
Founder & CEO
N/A
N/A N/A
FS: €350m FS: €285m FS: €283m FS: €283m
FS: €712m FS: €141m FS: €100m
Digital
&
Media
Industrials,
Automation
&
IoT
Travel
&
Tourism
Fintech
Luxury
&
Fashion
Food
&
Restaurants
B2B
&
SaaS
Gaming
&
Apps
Interviewers
Investors
&
Influencers
Luke Nolan
CEO
F: €55m
Clare Gilmartin
CEO
EV: €642m
Julian Teicke
CEO
F: €31m
Min-Sung Sean Kim
Partner
EV: €76.8bn
Markus Witte
CEO
Dr. Friedrich Schwandt
Founder & CEO
Kevin H. Johnson
CEO
N/A
F: €164m F: €30m
Ali Parsa
Founder & CEO
F: €75.3m
Healthcare,
Science
&
Learning
Julie Teigland - Managing
PartnerEYGermany,Switzerland,
Austria
N/A
Andreas Koenig
CEO
EV: €1.0bn
Paul Roehrig -Chief
Strategy Officer, Cognizant
Digital Business
EV: €31.7bn
Nimrod Lehavi
Co-Founder & CEO
F: €8m
Max Laemmle
Founder & CEO
N/A
Payments
John Collison
President
Ludovic Houri
VP Products
Pieter van der Does
CEO
EV: €2.2bn
EV: €8.7bn
EV: €5.3bn
Marcus W. Mosen
CEO
EV: €700m
Marc-Alexander Christ
Co-Founder
F: €42m
Christian Sewing
Deputy CEO
EV: €24.4bn
Nicolas Brusson
Co-Founder&CEO
Hakan Koç - Co-Founder
& Co-CEO
Talmon Marco
Co-Founder & CEO
Nico Gabriel
CEO
Thilo Koslowski
CEO Digital
Dr. Richard Lutz
CEO
Dave Waiser
Founder & CEO
N/A
EV: €15.3bn N/A EV: €1.5bn F: €495m F: €112m
EV: €178m
Jochen Engert
Founder & MD
Paulin Dementhon
Founder & CEO
N/A F: €41m
Mobility
Dror Efrat
Founder & CEO
N/A
Dirk Proessel
CEO
Alberto Genovese
CEO
N/A
N/A
Marketplaces
Mauro Giacobbe
CEO
N/A
Andreas Kupke
Managing Director
F: €51m
Olaf Koch
CEO
Jody Ford
Group CEO
F: €132m
EV: €10.0bn
Sascha Mallah
CEO
Marc Pohl
Founder & MD
Lea Lange
Founder & MD
Stephan Fanderl
CEO
Tarek Müller
CEO
N/A F: €22m
F: €22m N/A
N/A
Consumer
Goods,
Retail
&
Ecommerce
4
The event is a unique platform for senior executives
from old champions and new challengers to discuss
disruption in 10+ industrial verticals.
Over 100 CEOs to tell the story
of their Company!
B2B & SaaS
Luxury & Fashion
Marketplaces
Industrials,
Automation & IoT
Consumer
Goods, Retail &
Ecommerce
Digital & Media
Fintech
Food &
Restaurants
Gaming & Apps
Healthcare,
Science & Learning
Mobility
Travel & Tourism
fresh flowers delivered
FOLLOW YOUR DREAMS
Payments
5
Industrials,
Automation
&
IoT
Welcome
Note
Consumer
Goods,
Retail
&
Ecommerce
Healthcare,
Science
&
Learning
Travel
&
Tourism
Payments
Fintech
Market-
places
CP
K
K
K
FC
FC
FC
FC
FC
FC
K
CP
CP
CP
CP
CP
CP
CP
CP
CP
CP
FC
Ask
Oli!
Q&A
K
K
FC
K
FC
Lunch served between 11:30 - 15:00
Lunch may also be consumed in the presentation rooms
Markus Witte
Dr. Friedrich Schwandt
Kevin H. Johnson
Dr. Ali Parsa
Simon Lehmann
Luke Nolan
Mikhail Sokolov
Oliver Dlouhy
Clare Gilmartin
Johannes Reck
Rolf Schrömgens
Glenn Fogel
Friedrich Joussen
Pieter van der Does
Juergen Schuebel
John Collison
Marcus W. Mosen
Max Laemmle
Ludovic Houri
Nimrod Lehavi
Marc-Alexander Christ
Christian Sewing
Valentin Stalf
Carsten Kengeter
Anne Boden
Peter Smith
Erik Voorhees
Jon Medved
Dr. Carolin Gabor
Max von Bismarck
Dror Efrat
Alexander Graubner-Müller
Raffael Johnen
Rolf Cederstrom
Dirk Proessel
Andreas Kupke
President
CEO
CEO
CEO
CEO
CEO
Co-Founder & CEO
CEO
CEO
CEO
VP Market Development
Co-Founder & President
CEO
Founder & CEO
VP Products
Co-Founder & CEO
Co-Founder
Deputy CEO
Co-Founder & CEO
CEO
CEO
Co-Founder & CEO
Founder & CEO
CEO
Managing Partner
CBO & Managing Director
Founder & CEO
Founder & CEO
CEO
Co-Founder & CEO
CEO
Managing Director
CEO
Founder & CEO
CEO
Founder & CEO
Hakan Koç
Sascha Mallah
Olaf Koch
Dr. Stephan Fanderl
Lea Lange
Marc Pohl
Jody Ford
Co-Founder & Co-CEO
CEO
CEO
CEO
Founder & MD
Founder & MD
CEO
Cedrik Neike
Dr. Reinhold E. Achatz
Gisbert Rühl
Ludovic Le Moan
Christian Deilmann
Bastian Bergmann
Dr. Richard Lutz
Thilo Koslowski
Member of the Managing Board
CTO
CEO
CEO
Co-Founder & CEO
CEO
CEO
9:25 - 9:35
9:35 - 9:45
9:45 - 9:55
9:55 - 10:05
10:05 - 10:15
10:15 - 10:25
10:25 - 10:40
18:35 - 18:50
11:40 - 11:50
11:50 - 12:00
12:00 - 12:10
12:10 - 12:20
12:20 - 12:30
12:30 - 12:40
11:00 - 11:10
11:10 - 11:20
11:20 - 11:30
11:30 - 11:40
12:40 - 12:50
12:50 - 13:00
13:00 - 13:10
13:10 - 13:20
13:20 - 13:30
13:30 - 13:40
13:40 - 13:55
13:55 - 14:05
14:15 - 14:30
14:30 - 14:40
14:40 - 14:55
14:55 - 15:05
15:05 - 15:20
	
15:20 - 15:30
15:30 - 15:40
15:40 - 15:50
15:50 - 16:00
16:00 - 16:15
16:15 - 16:25
16:25 - 16:35
16:35 - 16:45
16:45 - 16:55
16:55 - 17:05
17:05 - 17:15
17:15 - 17:25
17:25 - 17:35
17:35 - 17:45
17:45 - 17:55
17:55 - 18:05
18:05 - 18:15
Marco Rodzynek
Jens Müffelmann
Gerhard Cromme
Breakfast
Founder & CEO
CEO
Chairman
8:30 - 9:10
8:00 - 10:00
Dr. Klaus Hommels
CEO (Porsche Digital)
Founder & CEO
POSITION
COMPANY
SESSION TITLE TIME SPEAKER
K P
CP FC
Keynote Panel
Company Presentation Fireside Chat
Oliver Samwer Founder & CEO
18:50 - 19:20
9:10 - 9:25
Alexandre Mars
14:05 - 14:15 Founder & CEO
Networking Drinks
19:20 - 23:00
Phocuswright
Student.com
OneTwoTrip
Kiwi.com
Trainline
GetYourGuide
trivago
Priceline Group
TUI
Adyen
Mastercard
Stripe
Concardis
Fraugster
Ingenico
Simplex
SumUp
Deutsche Bank
N26
Deutsche Börse
Starling Bank
Blockchain
ShapeShift
OurCrowd
Finleap
Deposit Solutions
Investing.com
Kreditech
auxmoney
Digital Origin
Finanzen Group
Finanzcheck
Babbel
Statista
Udemy
Babylon Health
Auto1
Teufel
METRO AG
Karstadt
JUNIQE
JUNIQE
Photobox
Siemens
ThyssenKrupp
Klöckner & Co
Sigfox
tado°
WATTx (Viessmann Group)
Deutsche Bahn
NOAH Advisors
Axel Springer Digital Ventures
Siemens
Porsche
Lakestar
COMPANY
Rocket Internet
Epic Foundation
Fireside Chat with Marco Rodzynek
Founder & CEO, NOAH Advisors
MR
MR
MR
MR
MR
MR
MR
MR
MR
MR
EY
10:50 - 11:00 Julie Linn Teigland Managing Partner EY Germany,
Switzerland, Austria
Target Global
WeFox
ProSiebenSat.1 Media SE
Axel Springer
18:15 - 18:25
10:40 - 10:50
18:25 - 18:35
Yaron Valler
Julian Teicke
Thomas Ebeling
Mathias Döpfner
General Partner
CEO
CEO
CEO
MR
COLOSSEUM - Day 1 22 June 2017
FOLLOW YOUR DREAMS
MR
2
Digital
&
Media
Luxury
&
Fashion
Online
Food
Delivery
Apps
World
Mobility
B2B
&
SaaS
B2B
&
SaaS
Analytics
CP
CP
CP
CP
CP
P
P
FC
FC
CP
K
K
K
FC
FC
K
FC
P
FC
FC
CP
CP
NOAH
Startups
FC
Health
&
Insurance
CP
CP
Lunch served between 11:30 - 15:00
K P
CP FC
Keynote Panel
Company Presentation
Lunch may also be consumed in the presentation rooms
Fireside Chat
Fireside Chat with Marco Rodzynek
Founder & CEO, NOAH Advisors
MR
FC
FC
CP
CP
K
Cloudflare
Zendesk
Point Nine Capital
Wix.com
Salesforce
Pipedrive
Atomico
JOB TODAY
Cognizant
Similarweb
App Annie
AppsFlyer
Tune
Datorama
Sisense
Clicktale
Clicktale
Beezer
Beezer
CodeMonkey Studios
EyeFitU
Talenthouse
Testberichte.de
Scout24
Playbuzz
Avira
BILD Group
Facebook
solarisBank
PayPal
Facebook
Zalando
HV Holtzbrinck Ventures
Farfetch
Lyst
OUTFITTERY
ABOUT YOU (Collins)
BLOOMY DAYS
JUST EAT
Takeaway.com
Delivery Hero
10bis
Marley Spoon
Onefootball
Clue
Bumble
Algoriddim
WildWorks
NOAH Advisors
Juno
Juno
Target Global
Gett
Schaeffler Group
BlaBlaCar
Drivy
FlixBus
DriveNow
car2go
Gett
Gett
8:45 - 8:55
8:55 - 9:05
9:05 - 9:20
9:20 - 9:30
9:30 - 9:40
9:40 - 9:50
9:50 - 10:00
10:00 - 10:15
14:50 - 15:00
	
15:00 - 15:15
15:15 - 15:25
15:25 - 15:35
15:35 - 15:45
15:45 - 15:55
16:45 - 17:15
	
	
	
17:15 - 17:25
15:55 - 16:05
16:05 - 16:15
16:15 - 16:25
16:25 - 16:35
16:35 - 16:45
17:25 - 17:30
	
	
17:30 - 17:40
17:40 - 17:50
17:50 - 18:25
11:05 - 11:20
11:20 - 11:30
	
11:30 - 11:45
11:45 - 11:55
11:55 - 12:10
	
12:10 - 12:20
12:20 - 12:35
12:50 - 13:00
13:00 - 13:10
13:10 - 13:20
13:20 - 13:30
13:30 - 13:40
13:40 - 13:50
13:50 - 14:00
12:35 - 12:40
	
12:40 - 12:45
12:45 - 12:50
Breakfast
NOAH Kickers / Networking Drinks
Day 1 Summary
NOAH Advisors
Innogy
Digital McKinsey
Lufthansa
Closing Remarks
NOAH Advisors
Axel Springer
CORE
8:30 - 8:45
14:15 - 14:25
14:25 - 14:35
14:00 - 14:15
18:25 - 18:35
10:45 - 10:55
8:00 - 10:00
	
18:35 - 20:00
COMPANY
COMPANY
SESSION TITLE TIME
Best of NOAH16 London Startups
14:35 - 14:50 The Next Big Thing
Aleph
Founders Pledge
Facile.it
Prima.it
Allianz Ventures
Symptoma
10:55 - 11:05
10:15 - 10:25
10:25 - 10:35
10:35 - 10:45
Michelle Zatlyn
Mikkel Svane
Christoph Janz
Avishai Abrahami
Alex Kayyal
Timo Rein
Teddie Wardi
Eugene Mizin
Euan Davis
Or Offer
Bertrand Schmitt
Oren Kaniel
Peter Hamilton
Ran Sarig
Amir Orad
Dr. Liraz Margalit
Aaron Watson
Brian Smillie
Roger Gosine
Yishai Pinchover
Isabelle Ohnemus
Co-Founder
CEO
Managing Partner
CEO
Head of Salesforce Ventures Europe
Founding Co-CEO
Partner
CEO
AVP, Cognizant Technology Solutions
CEO
Co-Founder & CEO
Co-Founder & CEO
CEO
Co-Founder & CEO
CEO
Head of Behavioral Research
VP Corporate Development
Founder & CEO
Partner Development Director
Founder
CEO
Maya Bogle
Peter Berger
Greg Ellis
Shaul Olmert
Travis Witteveen
Donata Hopfen
Martin Ott
Marko Wenthin
Dr. Frank Keller
Martin Ott
Robert Gentz
Rainer Maerkle
Jose Neves
Chris Morton
Julia Bösch
Tarek Müller
Franziska v. Hardenberg
Adrian Blair
Jitse Groen
Pieter-Jan Vandepitte
Tamir Carmel
Fabian Siegel
Lucas von Cranach
Ida Tin
Whitney Wolfe
Karim Morsy
Clark Stacey
Sophia Rodzynek
Talmon Marco
Igor Magazinik
Alexander Frolov
Dave Waiser
Klaus Rosenfeld
Nicolas Brusson
Paulin Dementhon
Jochen Engert
Nico Gabriel
Olivier Reppert
Dave Waiser
Nadav Zohar
Co-Founder
COO
CEO
Founder & CEO
CEO
CEO
Managing Director, Central Europe
Board Member
General Manager, DACH
Managing Director, Central Europe
CEO
General Partner
CEO
Co-Founder & CEO
Founder & MD
Co-Founder & MD
Founder & CEO
COO
CEO
COO
Founder
CEO
Founder & CEO
Co-Founder & CEO
Founder & CEO
CEO
CEO
Interviewer
Co-Founder & CEO
CTO
General Partner
Founder & CEO
CEO
Co-Founder & CEO
Founder & CEO
Founder & MD
CEO
CEO
Founder & CEO
Head of Corporate Development
Marco Rodzynek
Peter Terium
Karel Dörner
Carsten Spohr
Marco Rodzynek
Dr. Andreas Wiele
Holger Friedrich
Founder & CEO
CEO
Senior Partner
CEO
Founder & CEO
POSITION
SPEAKER
Eden Shochat Partner
David Goldberg
Mauro Giacobbe
Alberto Genovese
Min-Sung Sean Kim
Dr. Jama Nateqi
Co-Founder & CEO
President Marketing and Classified Ad Models
Managing Director
CEO
CEO
Partner
CEO
MR
MR
MR
MR
MR
MR
®
COLOSSEUM - Day 2 23 June 2017
fresh flowers delivered
®
5
DRAFT
 Tamir Carmel is the Founder of 10bis
 Tamir took Ten Bis from bootstraps to
becoming one of the most successful e-
commerce companies in Israel
 10bis is passionate about changing the status
quo of how people order and pay for food at
restaurants
 Hundreds of thousands of Israeli's use 10bis’
platform daily to buy food online from local
restaurants
Tamir Carmel
Founder
Key Company Facts
7
Food & Restaurants
A Leading B2B and B2C Online Food Ordering
Marketplace
Company Profile 10bis @ NOAH
 10Bis is Israel’s largest online food ordering and payment platform
 10bis’ leading technology allows customers to easily eat at or order from more
than 4,200 restaurants
 Founded in 2000, the company serves both private customers and thousands
of corporations, representing hundreds of thousands of employees
 Business / revenue model: Order commissions
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
Food Delivery Panel
Attendees @ NOAH
Tamir Carmel Founder
Speaker Profile
Key Corporate Facts
Headquarters Tel Aviv, Israel
Founded 2000
Employees 10-100
Active Markets Israel
Ownership Private
Key Investors TA Associates
Website 10bis.co.il
DRAFT
 Tarek Mueller (28) is co‐founder and
managing director of ABOUT YOU, Europe’s
fastest growing fashion-startup
 Prior to ABOUT YOU, Tarek Mueller has
founded companies in the e-commerce and
digital-agency space. Two of the companies
were sold to the Otto Group in 2011 and 2013
Tarek Müller
Co-Founder & MD
Key Company Facts
8
Consumer Goods, Retail & Ecommerce
European Fashion Online Shop
Company Profile ABOUT YOU @ NOAH
 ABOUT YOU is an ambitious and fast growing e-commerce retailer for fashion.
Current locations are in Hamburg and Berlin, Germany
 The company was founded in 2014 and generated 137m net revenue in 2016
(350m gross revenue). ABOUT YOU is now expanding in continental Europe
and will grow to +1bn net revenue (+2bn gross) within the next years
 ABOUT YOU has the most inspiring and personalized fashion shopping
experience for a young target group. Focus is on smartphone
 Through intelligent influencer- & social-media-marketing, ABOUT YOU has
relatively low customer acquisition costs. Thanks to personalization and
community features the activity and frequency of purchases is very high.
Hence, ROI on CAC is quite good and keeps improving at scale
 „This is too good to be true“. Well, I just double-checked the facts. It’s true
 Business / revenue model: E-commerce retailer
 Addressable market size: €100bn+
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
ABOUT YOU - Europes fastest growing
fashion-startup, which managed to grow
from 0 to 350m in gross-revenue within
two years and now expands in continental
Europe to further accelerate growth
Attendees @ NOAH
Tarek Müller Co-Founder & MD
Speaker Profile
Key Corporate Facts
Headquarters Hamburg, Germany
Founded 2014
Employees 350
Active Markets Continental Europe
Ownership Management & Otto Group
Website aboutyou.de
Key Operating KPIs
Revenues 2016 €137m net revenues (€350m gross revenues)
FC revenue 2017 €275m net revenue (+100% growth)
DRAFT
Speaker Profile
 Pieter van der Does is the Co-founder,
President and CEO at Adyen
 A leading expert with over 15 years
experience in the payments industry
 Pieter van der Does was CCO at Bibit before
co-founding Adyen in 2006
 Since then Adyen has grown from a startup
into a global operation, averaging double-
digit annual growth since 2007
 Pieter holds a Master’s degree in Economics
from the University of Amsterdam and was
elected Entrepreneur of the year by EY in
2013
Pieter van der Does
Co-Founder & CEO
Key Company Facts
9
Payments
Multichannel Payments Provider
Company Profile Adyen @ NOAH
 Adyen is the technology company reinventing payments for the global
economy. The only provider of a modern end-to-end infrastructure connecting
directly to Visa, Mastercard, and consumers’ globally preferred payment
methods, Adyen delivers frictionless payments across online, mobile, and in-
store. With offices all around the world, Adyen serves more than 4,500
businesses, including 8 of the 10 largest U.S. Internet companies. Customers
include Facebook, Uber, Netflix, Spotify, L’Oreal and Burberry
 Business / revenue model: Payment processing fees
 Addressable market size: $1.1tn
Key Corporate Facts
Headquarters Amsterdam, Netherlands
Founded 2006
Funding $266m
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Iconiq, Index Ventures,
General Atlantic,
Temasek, Felicis Ventures
Previous NOAH Content Adyen at NOAH
Website adyen.com
Traffic Apr-16 Apr-17
Unique Users 2.4m 4.9m
Visits 6m 8.9m
Minutes 02:58 02:57
Sessions
Mobile: 34%
Desktop: 66%
Mobile: 33%
Desktop: 67%
Apr 2017
Sources
Direct 8%, Search 3%,
Referrals 86%, Other 3%
Doing Business @ NOAH
Service Provider Interest
Digital Services
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Pieter van
der Does
Co-Founder
& CEO
Key Operating KPIs
Revenue per employee €1.2m
Transactions Volume (2016) $90bn
Valuation Data and Financials
EV $2.3bn
2015 2016 Growth
Gross Revenues $365m $727m 99%
Net Revenues $109m $178m 65%
EBITDA $46m $87m 89%
Margin 42% 49% 7%
Main Presentation Topics
1. Powering growth for amazing
companies
2. Adyen growth story
(Net revenues)
DRAFT
Speaker Profile
 Eden Shochat is an equal partner at Aleph VC
 Prior to founding Aleph, he was a general partner
at Genesis, a co-founder of face.com (acquired by
Facebook) and also a co-founder and CTO of
Aternity (acquired by Riverbed)
 He has hands-on experience with massively
scalable Internet applications, networking,
financial algorithms & platforms, client-side 2D/3D
graphic engines, software-as-a-service and
traditional enterprise software
 Eden is interested in Blockhain, Deep Learning
and Old Regulated industries
 Eden founded The Junction which was voted as
the #1 startup program in Israel, is one of the
organizers of the annual Geekcon conference and
teaches entrepreneurship at the IDC (Herzeliya
interdisciplinary center)
Eden Shochat
Equal Partner
Key Company Facts
10
Venture Capital
Israeli Early-Stage VC Investor
Company Profile Aleph @ NOAH
 Aleph is an early stage venture capital fund with $334 million under
management
 Aleph partners with Israeli entrepreneurs to help scale them into large,
meaningful companies and globally recognized brands. Aleph is an Equal
Partnership of Eden Shochat, Michael Eisenberg and Aaron Rosenson
 Aleph is sector agnostic and since its founding in 2013, the fund has invested
in 15 companies in a wide range of sectors such as Fintech (Lemonade, Colu),
Transportation (Freightos, Nexar), Shared Economy (Wework, Honeybook)
and Consumer Applications (Joytunes, Houseparty)
 Business / revenue model: Venture Capital
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Eden
Shochat
Equal Partner
Main Presentation Topics
1. Artificial Intelligence
2. Innovation in Israel
3. Venture Capital
Key Corporate Facts
Headquarters Tel Aviv, Israel
Founded 2013
AUM $334m
Employees 10-50
Active Markets Global
Website aleph.vc
Key Portfolio Companies
DRAFT
Speaker Profile
 Karim Morsy is CEO and co-founder of
Algoriddim, a world leading developer of
music and video apps
 His entrepreneurial impetus is accompanied
by a strong academic foundation in computer
science, music, and psychology
 Prior to founding Algoriddim, Karim worked at
Apple Inc. developing key components of
iMovie during the advent of the mobile
revolution in 2006
 He is an avid pianist, composer, and DJ with
over 15 years of professional experience
 As a speaker and artist Karim was featured
in Apple’s 2016 keynote where he introduced
the next generation in music software
Karim Morsy
Co-Founder & CEO
Key Company Facts
11
Apps World
Leading Developer of Music & Video Apps
Company Profile Algoriddim @ NOAH
 Algoriddim, founded in 2006, creates world-class music and video applications
for desktop and mobile devices
 Algoriddim's mission is to eliminate the boundaries between consumer and
professional-level software to create a world where every person can be an
artist and bring their digital media to life
 Algoriddim’s app djay is the world’s best selling DJ app. Downloaded by over
30 million users djay integrates with iTunes and Spotify and is available across
all platforms including Mac, Windows, iOS, and Android. It won the Apple
Design Award (2011, 2016), a Google Play Editors‘ Choice Award (2015), and
Microsoft‘s Windows Developer Award for “App Creator of the Year“ (2017).
 Algoriddim has licensed core components of its advanced audio and video
technology to world-leading tech companies such as Twitter Inc. Algoriddim
has co-branded with PRODUCT(RED), Apple Music Festival, Spotify, David
Guetta, Microsoft, Philips, and other notable brands.
 Business / revenue model: App Sales, IAP, Brand and Technology Licensing
Main Presentation Topics
1. DJs. Streams. Mixes. Defining
trends in digital music
2. Turning consumers into artists
3. Bootstrapping a world-class apps
business
Key Corporate Facts
Headquarters Munich, Germany
Founded 2006
Employees 11-25
Active Markets Global
Ownership Private – Founders only
Product Presentation Click here to download
Website algoriddim.com
Recent Awards
Apple Design Award 2016
(Apple)
Windows Developer
Award 2017 (Microsoft)
2016
Revenues €1-10m
EBITDA €1-10m
Doing Business @ NOAH
Service Provider Interest
Marketing
Analytics
Partnerships Interest
Music services, labels, media, fitness,
lifestyle
Investor Interest
Strategic M&A opportunities
Key Operating KPIs
App Downloads 30m
Push Subscribers 12m
Songs Played per Year 300m
MAUs 1.2m
Attendees @ NOAH
Karim Morsy
CEO, Co-
Founder
Christoph Teschner Co-Founder
Federico Tessmann Co-Founder
DRAFT
 Min-Sung conducts global digital health
investments for Allianz’s venture capital unit.
The Allianz Group reaches 75m customers in
80 countries worldwide
 Prior to Allianz, he was Partner of a Berlin-
based venture capital fund that specialized in
Digital Health Series A investments
 He invested in startups including mySugr,
Neuronation and Mimi and is a contributing
writer for mediums including TechCrunch and
Tech.EU
 Min-Sung studied business economics at
Witten/Herdecke, Harvard, St.Gallen and in
Seoul
Min-Sung Sean Kim
Head of Digital Health
Investments
Key Company Facts
12
Healthcare, Science & Learning
Allianz Group’s Venture Capital Arm
Company Profile Allianz Ventures @ NOAH
 Allianz enables digitalization through investments in and partnerships with
global, innovative start-ups as well as through the company’s Single Digital
Agenda, overseen by Allianz’s Chief Digital Officer
 As announced at Allianz’s Capital Markets day, we are deploying 430 EUR
million into investments ranging from early stage, mid stage to fund of funds.
 Headquartered in Munich, Germany, Allianz performs venture investments in
the following focus areas: connected property, connected mobility, health,
cybersecurity, data intelligence, asset & wealth management, and future of
work. All our focus areas have a touchpoint with insurance
 With the venture unit, our goal is to identify the best startups and enable them
to become the next market leaders
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Min-Sung Sean
Kim
Head of Digital Health
Investments
Key Corporate Facts
Headquarters Munich, Germany
Founded 1890
Employees Over 10,000
Active Markets Global
Ownership
Public
EPA
Company Presentation Click here to download
Website allianz.com
Valuation Data and Financials
Market Cap €80.0bn
Source: FactSet (financial and valuation data as of 16/05/2017)
Speaker Profile
2016 2017 Growth
Revenues €122bn €116bn (5%)
EBITDA €11.0bn €11.2bn 2%
Margin 9% 10% 1%
EV/EBITDA 7.2x 7.1x (2%)
P/E 11.5x 11.2x (2%)
DRAFT
 Bertrand Schmitt is the CEO and co-founder of
App Annie. He is a technology entrepreneur with
over 15 years of executive experience in the
mobile, Internet and analytics spaces across the
U.S., Europe and Asia
 Previously, he was VP Mobile for Gomez, a web
analytics company acquired by Compuware in
2009 for $295m, and before that he was COO
and VP Marketing at mobile analytics company
Zandan, acquired by Keynote Systems. Bertrand
also held management and founder roles at
Neocom Multimedia and Arkadia Netsystems
 Outside of running tech companies, Bertrand
can usually be found playing with the latest
gadgets and reading on his tablet
Key Company Facts
13
B2B & SaaS Analytics
Mobile Apps Analytics Company
Company Profile App Annie @ NOAH
 App Annie provides the most trusted data and insights in the market -
downloads, revenue, usage and demographic data, marketing - on more than
6 million apps to help business build their mobile strategies.More than 50% of
revenue on the app stores is generated by App Annie customers and more
than 700,000 professionals use the App Annie platform every day - which is
today’s indispensable reference in the world app economy
 The company is headquartered in San Francisco with 450 employees across
15 global offices, 5 in Europe, including a R&D center. App Annie has raised
157 million dollars through investors such as e.Ventures, Greenspring
Associates, Greycroft Partners, IDG Capital Partners, Institutional Venture
Partners and Sequoia Capital
▪ Business / revenue model: SaaS, subscription-based
Speaker Profile
Traffic Apr-16 Apr-17
Unique Users 1.0m 1.5m
Visits 4.2m 4.3m
Minutes 04:16 04:21
Sessions
Mobile: 26%
Desktop: 74%
Mobile: 33%
Desktop: 67%
Apr 2017
Sources
Direct 46%, Search 26%,
Referrals 23%, Other 5%
Key Corporate Facts
Headquarters San Francisco, CA, US
Founded 2010
Funding $157m
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Greenspring Associates,
IVP, Sequoia Capital,
Greycroft Partners, IDG
Previous NOAH Content App Annie at NOAH
Website appannie.com
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
Territory Director, Central Europe &
CIS
Main Presentation Topics
The growth of the Global app economy
Attendees @ NOAH
Bertrand Schmitt
Co-Founder
& CEO
Nicolas Beraudo
Managing Director,
EMEA
Bertrand Schmitt
Co-Founder & CEO
DRAFT
Speaker Profile
▪ Oren founded AppsFlyer to solve one of the
major problems facing global marketers
today in the mobile apps market – mobile
campaign analytics and user attribution
▪ Before founding AppsFlyer, he worked at
Stage2 Ventures and held management and
engineering positions at Veraz, Avaya and
Intel
▪ Oren holds a BA in Computer Science, Cum
Laude, from the Technion, and an MBA from
IDC, as part of an exchange with the
Wharton Business School
Oren Kaniel
Co-Founder & CEO
Key Company Facts
14
B2B & SaaS Analytics
Mobile Attribution and Marketing Analytics
Company Profile AppsFlyer @ NOAH
▪ AppsFlyer is the leading mobile attribution and marketing analytics company,
whose mission is to make the marketing industry more measurable
▪ Data-driven marketers rely on AppsFlyer for independent measurement
solutions and innovative tools to grow their mobile business.
▪ AppsFlyer's platform processes billions of mobile actions every day,
empowering marketers and developers to improve their performance and
maximize the return on their marketing investments
▪ With integrated media partners and clients including Facebook, Google,
Twitter, Snap Inc., Tencent, HBO, Playtika, Waze, Alibaba, Kayak, Activision
and 12,000+ other leading brands and companies, AppsFlyer has 12 global
offices to support every mobile marketer around the world
▪ Business / revenue model: SaaS, subscription-based
▪ Addressable market size: $75bn (US only)
Main Presentation
Topics
N/A
Attendees @
NOAH
Oren
Kaniel
Co-Founder
& CEO
Doing Business @ NOAH
Service Provider Interest
Ecommerce Services
• Channel Management
• Mobile Commerce
Solutions
• Platforms
Marketing Services
• Asset & Resource
Management
• Conversion Improvement
• Mobile App Distribution
• Mobile Marketing
• Performance & Attribution
• Performance Marketing
Analytics
• Advertising Analytics
• Audience & Market Data
• Audience Measurement
• Customer Analytics
• Dashboards & Visualisation
• Digital Analytics
• Mobile Analytics
Digital Services
• Databases & Big Data
• Fraud Prevention
Traffic Apr-16 Apr-17
Unique Users 318k 8.2m
Visits 7.8m 15.8m
Minutes 02:01 02:44
Sessions
Mobile: 87%
Desktop: 13%
Mobile: 91%
Desktop: 9%
Apr 2017
Sources
Direct 47%, Search 16%,
Referrals 29%, Mail 5%, Other
3%
Key Corporate Facts
Headquarters Herzliya, Israel
Founded 2011
Funding €76.5m
Employees 100-1,000
Active Markets Global
Ownership Private - VCs
Key Investors
Qumra Capital, Eight
Roads Ventures, Pitango
Venture Capital, Goldman
Sachs
Key Operating KPIs
Media spend measured $6 billion / year
Integrated media partners 2,500
Number of customers 12,000
DRAFT
Speaker Profile
 Teddie is a Partner at Atomico, based in
London, working on sourcing, evaluation,
negotiation and due diligence of new
investment opportunities
 He focuses on SaaS, cloud and enterprise
software investments. He has led
investments in, and sits on the boards of,
Pipedrive, Scandit and Bitmovin. Teddie also
works on several other Atomico portfolio
companies including Truecaller, Klarna and
Quid
 Teddie joined Atomico from Dawn Capital, a
SaaS and FinTech focused venture capital
fund, where he was a Vice President
Teddie Wardi
Partner
Key Company Facts
15
Investors & Influencers
International Venture Capital Fund
Company Profile Atomico @ NOAH
 Atomico is an international investment firm, focused on helping the world’s
most disruptive technology companies scale and become global leaders
 Founded in 2006 by Niklas Zennström, a co-founder of Skype and Mattias
Ljungman, a notable tech investor
 Has made over 80 investments over four continents, including Skype,
Supercell, Klarna, Truecaller, Zocdoc, GoEuro and The Climate Corporation,
with an exclusive focus on the technology sector
 Business / revenue model: Venture Capital
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Teddie Wardi Partner
Yann de Vries Partner, Germany
Key Corporate Facts
Headquarters London, UK
Founded 2006
Funds Raised $1.4bn
Current Fund Size $765m
Employees 40-50
Active Markets Global
Previous NOAH Content Atomico at NOAH
Website atomico.com
Key Portfolio Companies
DRAFT
 Hakan Koç is a Founder and Managing
Director of AUTO1 Group
 He has previously worked at Rocket Internet
SE and Home24 AG
Hakan Koç
Co-Founder & Co-CEO
Key Company Facts
16
Mobility
German Used-Car Portal
Company Profile AUTO1 Group @ NOAH
 AUTO1 Group was founded by Christian Bertermann and Hakan Koç, both
former Berlin based internet executives, in August 2012 to change the way
cars are bought and sold. In 2014 former Groupon SVP Chris Muhr joined the
team as co-founder and Chief Operating Officer
 AUTO1 Group buys used cars from OEMs, dealerships and its own business
units and sells them into its global dealership network. Prices are determined
by its proprietary CORE pricing algorithm
 The entire service including inspection and valuation is free of charge
 Business / revenue model: Digital-powered car dealer
 Addressable market size: €100bn+
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Hakan Koç
Co-Founder
& CEO
Speaker Profile
Valuation Data and Financials
EV $2.8bn
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2012
Funding $521m
Employees Over 1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Princeville Global, Target
Global, Baillie Gifford,
DST Global, DN Capital,
Glodman Sachs, Piton
Capital
Previous NOAH Content AUTO1 Group at NOAH
Website auto1-group.com
2016
Revenues €1.5bn
DRAFT
Speaker Profile
 Raffael is the co-founder & CEO of
auxmoney, the leading marketplace for
consumer credit in continental Europe
 He also co-founded Excellion Capital, a
London-based merchant banking boutique
specialised in corporate finance advisory
and principal investments, leveraging
technology
 Prior to founding his own businesses,
Raffael was a Vice President at Rothschild
Investment Bank in Frankfurt
Raffael Johnen
Co-Founder & CEO
Key Company Facts
17
Fintech
Online Lending Marketplace
Company Profile auxmoney @ NOAH
 Auxmoney is the leading credit marketplace in continental Europe
 On www.auxmoney.com, private and institutional investors directly invest in
approved borrowers of different score classes
 Avoiding the bank as intermediary, auxmoney can make more favorable loans
available to more people, while enabling investors to benefit from attractive
risk-adjusted returns
 Business / revenue model: Origination fee from funded borrowers +
ongoing servicing fee from investors
 Addressable market size: €22bn
Key Corporate Facts
Headquarters Düsseldorf, Germany
Founded 2007
Funding $198m
Employees 100-1,000
Active Markets National
Ownership Private - VCs
Key Investors
Index Ventures, Union Square Ventures, Aegon,
Foundation Capital, Seven Ventures
Previous NOAH Content auxmoney at NOAH
Website auxmoney.com
Main Presentation Topics
1. 10 years of auxmoney: The Evolution of
the Leading Lending Marketplace in
Continental Europe
2. Driving Financial Inclusion: How Lending
Marketplaces Like auxmoney Provide
Credit Access to Million More People
3. Disruption or Collaboration? How
Fintechs and Incumbents are Tending
Towards Coopetition
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
Any company with German
customers that look for funding
(banks but also others)
Investor Interest
No specific needs
Key Hires Interest
Risk Analysts, Data Scientists
Attendees @ NOAH
Raffael Johnen Co-Founder & CEO
Key Operating KPIs
Loan Volume >€400m
Platform funding commitments >€1bn
Source: Market size – PwC 2016
DRAFT
Speaker Profile
 As CEO of Avira, Travis Witteveen is
responsible for leading the company,
growing its value, and guiding its social
responsibilities
 Before, he helped lead Avira as COO (2011-
2013) and Chief Sales & Marketing Officer
(2009-2011)
 Prior to joining Avira in 2009, Travis gained
over 20 years of leadership experience at
companies such as AVG Technologies,
F-Secure Corporation, and Axent
Technologies
 He holds Bachelor’s degrees in Finance and
International Business from Northeastern
University of Massachusetts, USA
Travis Witteveen
CEO
Key Company Facts
18
Digital & Media
Multinational Security Software Company
Company Profile Avira @ NOAH
 Avira protects people in the connected world – enabling everyone to manage,
secure, and improve their digital lives
 The Avira umbrella covers a portfolio of security and performance applications
for Windows, Android, Mac, and iOS. In addition, the reach of our protective
technologies extends through OEM partnerships
 Avira’s security solutions consistently lead in independent tests for detection,
performance, and usability
 Avira is a family-owned company that employs 500 people
 A portion of Avira's sales support the Auerbach Foundation, which assists
education, children, and families in need
 Business / revenue model: Freemium
 Addressable market size: Global B2C Market: Security Spendings
$11.7bn
Key Corporate Facts
Headquarters Tettnang, Germany
Founded 1986
Employees 100-1,000
Active Markets Global
Ownership Private – Founders only
Product Presentation Click here to download
Website avira.com
Main Presentation Topics
1. Disruption
2. IoT
3. Privacy
Doing Business @ NOAH
Service Provider Interest
Marketing
Analytics
Partnerships Interest
Joint marketing, bundling, technology
integration partnerships
M&A Interest
Small technology companies in the
security and privacy sector
Key Hires Interest
No specific needs
Attendees @ NOAH
Travis
Witteveen
CEO
Mario
Fassbender
CMO
Adrian
Cismas
Avira IoT Labs
Key Operating KPIs
Monthly Active Devices >70m
Downloads / Month >3m
Applications Updated / Month 200k
Detections / Month 1bn
2016
Revenues €51-100m
EBITDA €1-10m
Source: Market size – Avira calculation.
DRAFT
 Mathias has been with Axel Springer SE
since 1998. He started as editor-in-chief of
“Die Welt”
 Since Mathias became CEO in 2002,
revenues from digital activities increased
from €117m to € 2.2bn, 72% of revenue
digital, with EBITDA from digital increasing
from € -12m to € 472m, 80% of EBITDA
digital
 Mathias studied musicology, German and
theatrical arts in Frankfurt and Boston. He
started his career as a journalist at
“Frankfurter Allgemeine Zeitung” in 1982
 Mathias is a member of the Board of
Directors of Time Warner, Inc., of Warner
Music Group and of Vodafone Group
Dr. Mathias Döpfner
CEO
Key Company Facts
19
Digital & Media
One of the Largest Digital Publishing Houses
in Europe
Company Profile Axel Springer @ NOAH
 Axel Springer is the leading digital publisher in Europe and is active in more
than 40 countries. Publishing brands include BILD, DIE WELT and BUSINESS
INSIDER
 Journalism is the foundation of the business model. When Axel Springer
founded its first publishing house in 1946, the editors spent the first year
working above a warehouse, often without electricity
 Today, Axel Springer owns and operates the world’s largest digital classifieds
business with revenues of €880m and an EBITDA of €355m in the financial
year 2016
 Today (status: financial year 2016) the share of digital activities of EBITDA
amounts to 72%. The digital Classified Ad Models contribute the highest share
to earnings
 Business / revenue model: Advertising, Classifieds
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Dr. Mathias
Döpfner
CEO
Speaker Profile
Key Corporate Facts
Headquarters Berlin, Germany
Founded 1946
Employees Over 15,000
Active Markets Global
Ownership
Public
EPA
Company Presentation Click here to download
Previous NOAH Content Axel Springer at NOAH
Website axelspringer.de
2016
Revenues €3.3bn
EBITDA €595.5m
Margin 18.1%
EV/EBITDA 10.8x
P/E 19.2x
Valuation Data and Financials
Market Cap 26-May-17 €6.1bn
Traffic* Q1/2016 Q1/2017
Unique Users 200m 208m
Video Views 1.1bn 3.7bn
Sessions
Mobile: 43%
Desktop: 57%
Mobile: 48%
Desktop: 52%
*ComScore augmented with own estimations
Key Operating KPIs
Advertising Revenues Q1/2017 88% digital
Revenues Q1/2017 72% digital
EBITDA Q1/2017 80% digital
DRAFT
 Dr. Andreas Wiele worked first of all as an editor at
"Hamburger Morgenpost", before he became assistant
to the chairman of the Gruner + Jahr management board
in 1988. In 1990 he took over responsibility for the
"Capital" project at the Prisma Presse publishing
company in Paris, where he became publishing
manager of "Capital" and "Geo" in 1991
 In 1994, he moved to New York to join Gruner + Jahr
USA Publishing, initially as senior vice-president and
general manager of "Family Circle" and "McCall's" and
from 1997 onwards as executive vice-president and
chief operating officer for the publishing company as a
whole
 Dr Andreas Wiele was appointed member of the
Executive Board responsible for International Affairs in
October 2000 and has been head of the Magazines and
International Affairs Division since November 2000
 In January 2008, he was appointed President BILD
Group and Magazines, since April 2014 he is President
Marketing and Classified Ad Models
Dr. Andreas Wiele
President Marketing
and Classified Ad
Models
Key Company Facts
20
Digital & Media
One of the Largest Digital Publishing Houses
in Europe
Company Profile Axel Springer @ NOAH
 Axel Springer is the leading digital publisher in Europe and is active in more
than 40 countries. Publishing brands include BILD, DIE WELT and BUSINESS
INSIDER
 Journalism is the foundation of the business model. When Axel Springer
founded its first publishing house in 1946, the editors spent the first year
working above a warehouse, often without electricity
 Today, Axel Springer owns and operates the world’s largest digital classifieds
business with revenues of €880m and an EBITDA of €355m in the financial
year 2016
 Today (status: financial year 2016) the share of digital activities of EBITDA
amounts to 72%. The digital Classified Ad Models contribute the highest share
to earnings
 Business / revenue model: Advertising, Classifieds
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Dr. Andreas
Wiele
President Marketing
and Classified Ad
Models
Speaker Profile
Key Corporate Facts
Headquarters Berlin, Germany
Founded 1946
Employees Over 15,000
Active Markets Global
Ownership
Public
EPA
Company Presentation Click here to download
Previous NOAH Content Axel Springer at NOAH
Website axelspringer.de
2016
Revenues €3.3bn
EBITDA €595.5m
Margin 18.1%
EV/EBITDA 10.8x
P/E 19.2x
Valuation Data and Financials
Market Cap 26-May-17 €6.1bn
Traffic* Q1/2016 Q1/2017
Unique Users 200m 208m
Video Views 1.1bn 3.7bn
Sessions
Mobile: 43%
Desktop: 57%
Mobile: 48%
Desktop: 52%
*ComScore augmented with own estimations
Key Operating KPIs
Advertising Revenues Q1/2017 88% digital
Revenues Q1/2017 72% digital
EBITDA Q1/2017 80% digital
DRAFT
 Jens Müffelmann has held various
leadership positions at Axel Springer SE
since 1997
 He spearheaded the creation of the
Electronic Media Division comprising Axel
Springer’s portfolio of internet, TV and radio
companies
 In June 2014, he was appointed Chief
Executive Officer of Axel Springer Digital
Ventures. While continuing his role as CEO,
Jens Müffelmann was appointed President
Axel Springer USA in January 2016
Jens Müffelmann
CEO
Key Company Facts
21
Digital & Media
Axel Springer’s Investment Entity
Company Profile Axel Springer Digital Ventures @ NOAH
 Axel Springer Digital Ventures is Axel Springer Groups' early-stage investment
entity in Europe and in the US which placed >100 early-stage as well as
numerous investments in leading funds.
 Drawing upon the network and resources of Europe's leading media
companies, Axel Springer Digital Ventures is a value-adding partner to
companies that are complementary or disruptive to Axel Springer's business
 Business / revenue model: Subscription-based
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Jens
Müffelmann
CEO
Speaker Profile
Key Corporate Facts
Headquarters Berlin, Germany
Founded 1946
Employees Over 15,000
Active Markets Global
Ownership
Public
EPA
Company Presentation Click here to download
Previous NOAH Content Axel Springer at NOAH
Website axelspringer.de
2016
Revenues €3.3bn
EBITDA €595.5m
Margin 18.1%
EV/EBITDA 10.8x
P/E 19.2x
Valuation Data and Financials
Market Cap 26-May-17 €6.1bn
Traffic* Q1/2016 Q1/2017
Unique Users 200m 208m
Video Views 1.1bn 3.7bn
Sessions
Mobile: 43%
Desktop: 57%
Mobile: 48%
Desktop: 52%
Key Operating KPIs
Advertising Revenues Q1/2017 88% digital
Revenues Q1/2017 72% digital
EBITDA Q1/2017 80% digital
*ComScore augmented with own estimations
DRAFT
 Markus is one of the four founders of Babbel
and leads the company as CEO
 Before Babbel, Markus was engaged in
various positions at Native Instruments
where was responsible for online marketing,
web content and technical infrastructure for
six years
 Prior, he was a university lecturer for cultural
studies at the Humboldt Universität in Berlin
Markus Witte
CEO
Key Company Facts
22
Healthcare, Science & Learning
World’s First Language Learning App
Company Profile Babbel @ NOAH
 Founded in 2007, Babbel is the world’s first language learning app
 A leader in the online language learning industry, Babbel is an international
success with more than 1 million active subscribers and ranked as the world’s
#1 innovative company in education
 Our meticulously designed courses guarantee you language skills you can use
right away. Babbel is the shortest path to real-life conversations; 73% of our
users indicated that they’d be able to have a short, simple conversation in their
new language within five hours of using Babbel
 Business / revenue model: Freemium, subscription-based
 Addressable market size: $6bn by 2021 (cloud-based langauge
learning market)
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Markus Witte CEO
Christian
Hillemeyer
Director
Communications
Main Presentation Topics
1. Language-learning
2. Innovation
3. Strategies for new initiatives
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2007
Funding $33m
Employees 100-1,000
Active Markets International
Ownership Private – VCs
Key Investors
Scottish Equity Partners, Nokia Growth Partners, KIZOO, REV,
IBB Beteiligungsgesellschaft
Previous NOAH Content Babbel at NOAH
Website babbel.com
Speaker Profile
Key Operating KPIs
App Position #1 Top grossing language learning app globally
Content Marketing Pages Visits 11m per month
DRAFT
Speaker Profile
 Ali is an engineer and a serial healthcare
entrepreneur, and the founder and CEO of
babylon
 Prior to babylon, Ali founded Circle and built
it within a few years to become Europe's
largest partnership of clinicians
 Earlier, Ali was the recipient of the Royal
Award for the Young Entrepreneur of the
year for founding his first business, V&G,
and the Healthcare Entrepreneurial
Achievement Award for establishing Circle
 Ali was named by The Times among the 100
global people to watch, is the UK Cabinet
Office Ambassador for Mutuals and has a
PhD in Engineering Physics
Dr. Ali Parsa
Founder & CEO
Key Company Facts
23
Healthcare, Science & Learning
Digital Healthcare Service
Company Profile babylon @ NOAH
 babylon is the UK’s leading digital healthcare service. Its purpose is to
democratise healthcare by putting an accessible and affordable health service
into the hands of every person on earth
 A number of leading health insurance providers, including Bupa and Aviva,
plus over 120 companies have also partnered with babylon to offer its services
to their employees as part of their benefits packages
 babylon offers users a personal health service by providing fast, convenient
access to registered doctors and therapists
 The babylon app allows users to book a consultation face-to-face via a
smartphone or desktop computer, check symptoms using cutting edge AI
technology; ask medical questions, monitor overall health indicators (including
pulse, stress, blood pressure), carry out health tests and keep clinical records
in one password protected, secure location
 Business / revenue model: Subscription-based
Key Corporate Facts
Headquarters London, UK
Founded 2013
Funding $85m
Employees 100-1,000
Active Markets International
Ownership Private – VCs
Key Investors Kinnevik, Vostok New Ventures, NNC Holdings
Website babylonhealth.com
Key Operating KPIs
Registered Users 800k
App Downloads 1m
5-star Rating 4 out of 5 users
Companies Partnered >120
Early Adoption
In Rwanda alone, almost 10% of the adult population registered
with babylon in the first 6 months
Doing Business @ NOAH
Service Provider Interest
Digital Services
Main Presentation Topics
1. Everyone in the world is facing differing degrees of the same issue - the
accessibility and affordability of healthcare. For some, the problem is
convenience, cost or speed. For others, the issue is more serious with almost
50% of the world having little access to quality healthcare
2. 4 unstoppable trends are coming together to see the creative reconstruction of
medicine within the next decade. The result will be a service that is more
accessible, effective and democratic, irrespective of where people live
3. 1 - Diagnostics is improving at double the rate of Moore’s Law 2 - Information is
free and getting smarter 3 - Smartphones and “the internet of everything” will
create a global channel of healthcare delivery 4 - Intervention will be
unrecognisable
Attendees @ NOAH
Dr. Ali Parsa Founder & CEO
DRAFT
Speaker Profile
 Co-Founder of Beezer where he leads
partner development
 International new business development
consultant & practitioner taking digital
products to market from within startups and
blue chip companies
 Successfully launched/managed new digital
business opportunities in Cloud, IoT,
Internet, Payments, Cyber Security, Big
Data & Telecoms while working for leading
telcos, technology vendors and startups
 A member of the Harvard Business Review
Advisory Council, an opt-in research
community of business professionals
Roger Gosine
Co-Founder & Partner
Development Director
Key Company Facts
24
NOAH 16 London Startup Stage Winners
SaaS Platform for Mobile App Development
Company Profile Beezer @ NOAH
 Beezer is the fastest way to create and distribute mobile apps
 Beezer is a software as a service (SaaS) platform that allows marketing
managers and business owners to quickly and easily create their own mobile
app without any technical or developer skills
 Beezer provides a direct distribution and marketing platform, where customers
can share the app with their entire audience and customer database via SMS,
email, website widget and through social media. Coupled with a robust
analytics package that provides reports on the reach and engagement of your
app, Beezer is a one-stop shop for creating, publishing, sharing and managing
your mobile app
 Business / revenue model: Projects
Key Corporate Facts
Headquarters London, UK
Founded 2014
Employees 1-10
Previous NOAH Content Beezer at NOAH
Website beezer.com
Main Presentation Topics
N/A
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Brian
Smillie
Founder & CEO
Roger
Gosine
Co-Founder &
Partner
Development
Director
DRAFT
Speaker Profile
 Founder & CEO of Beezer
 Successful manager who has proven track
record of delivering bottom line result
 Having achieved success in new start-up
business ventures I have a proven track
record of delivering positive profit
enhancement through sales growth and by
building a strong team around me, which are
able to deliver sustainable success
Brian Smillie
Founder & CEO
Key Company Facts
25
NOAH 16 London Startup Stage Winners
SaaS Platform for Mobile App Development
Company Profile Beezer @ NOAH
 Beezer is the fastest way to create and distribute mobile apps
 Beezer is a software as a service (SaaS) platform that allows marketing
managers and business owners to quickly and easily create their own mobile
app without any technical or developer skills
 Beezer provides a direct distribution and marketing platform, where customers
can share the app with their entire audience and customer database via SMS,
email, website widget and through social media. Coupled with a robust
analytics package that provides reports on the reach and engagement of your
app, Beezer is a one-stop shop for creating, publishing, sharing and managing
your mobile app
 Business / revenue model: Projects
Key Corporate Facts
Headquarters London, UK
Founded 2014
Employees 1-10
Previous NOAH Content Beezer at NOAH
Website beezer.com
Main Presentation Topics
N/A
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Brian
Smillie
Founder & CEO
Roger
Gosine
Co-Founder &
Partner
Development
Director
DRAFT
 Donata Hopfen is the Publishing Director
and Head of Management Board of BILD-
Group since May 2014
 Since 2010 she was Managing Director of
BILD’s digital activities
 Joining Axel Springer in 2003 Donata
worked in various business development
positions at BILD.T-Online and as head of
business development in Axel Springer’s
electronic media department
 Donata’s career started as a strategy
consultant in Accenture’s media and
telecommunications practice. Born in
Hamburg, she studied Business at the
Universities of Reutlingen and Madrid
(ICADE)
Donata Hopfen
Publishing Director and
Head of Management
Board
Key Company Facts
26
Digital & Media
Germany’s Leading Multimedia Brand
Company Profile BILD @ NOAH
 BILD is Germany’s leading multimedia brand with a reach of approximately
38.5 million readers per month across print and online platforms (including
BILD’s Sunday edition)
 Excellent journalism combined with innovative products and modern web
technology are the key success factors for BILD in the digital transition
 BILD is part of Axel Springer, one of the world’s largest digital publishers in
terms of reach. With headquarters in Berlin, Axel Springer SE is divided into
three operating segments: Classified Ad Models, Paid Models, and Marketing
Models
 Business / revenue model: Advertising
 Addressable market size: All Germans above the age of 14
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
Always looking for talents
Attendees @ NOAH
Donata Hopfen
Publishing Director
and Head of
Management Board
Main Presentation Topics
1. Transformation
2. Digitalization
3. Growth
Speaker Profile
Key Operating KPIs
Monthly Readers 38.5m
Traffic Apr 2016 Apr 2017
Unique Users 18.16m 19.47m
Visits 299.1m 355.8m
Sessions
Mobile: 43%
Desktop: 57%
Mobile: 57%
Desktop: 43%
Apr 2017
Sources
Digital
Direct 78%, Search 17%,
Referrals 1%, Social 4%
Key Corporate Facts
Headquarters Berlin, Germany
Founded 1952
Employees Over 1,000
Active Markets International
Ownership Axel Springer
Previous NOAH Content BILD at NOAH
Website bild.de
Source: Traffic data IVW 04/2017, AGOF digital facts 2017-02
DRAFT
Speaker Profile
 BlaBlaCar Chief Operating Officer since 2011
 Led the company’s corporate development,
overseeing eight acquisitions, expansion to
twenty markets, and three successive rounds
of fundraising
 MBA from INSEAD, Masters in Optics from
Ecole Supérieure d’Optique and Masters in
Applied Physics from Paris XI University
 Supporter of autonomous local teams and
acqui-hires, a strategy he implemented to
expand BlaBlaCar’s footprint on a global
scale
 Regular speaker at leading international
conferences and in the media and angel
investor
Nicolas Brusson
Co-Founder & CEO
Key Company Facts
27
Mobility
Leading Long-Distance Car Pooling Platform
Company Profile BlaBlaCar @ NOAH
 BlaBlaCar is the world’s leading long-distance carpooling platform
 Global, trusted community of drivers and passengers in 22 countries
 The site and mobile apps connect people looking to travel long distances with
drivers going the same way, so they can travel together and share the cost
 Each passenger makes a fair contribution for their seat, and drivers cover their
fuel and toll costs but do not make a profit
 The platform is engineered to create a secure, trust-based community with
declared identities and full member profiles
 Business / revenue model: Subscription-based, fees
 Addressable market size: $16bn+ by 2024
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
1. Shared mobility
2. Car ownership
3. Future of transportation
Attendees @ NOAH
Nicolas
Brusson
Co-Founder & CEO
Chantal
Ambord
Busines Developer
Key Corporate Facts
Headquarters Paris France
Founded 2006
Funding $333m
Employees 100-1,000
Active Markets Global
Ownership Private - VCs
Key Investors
Accel, Index Ventures,
Insight, Lead Edge
Previous NOAH Content BlaBlaCar at NOAH
Website blablacar.com
Valuation Data and Financials
EV €1.6bn
Key Operating KPIs
Members 40m
DRAFT
 Peter Smith is the Co-Founder and Chief
Executive Officer of Blockchain, the world's
leading software platform for digital assets.
The firm's technology has empowered millions
across the globe to store and transact digital
value immediately and without costly
intermediaries
 Peter is a 2016 World Economic Forum
Technology Pioneer and noted thought leader
in the FinTech space
 Prior to co-founding Blockchain, Peter lived,
studied, and worked in the US, Europe,
MENA, East Africa, and Asia. When he isn’t
basking in the glow of a laptop, you can find
him either reading or out running, trekking,
surfing, and climbing up or skiing down a
mountain
Peter Smith
Co-Founder & CEO
Key Company Facts
28
Fintech
Web-Based Bitcoin Platform
Company Profile Blockchain @ NOAH
 Blockchain is on a mission to build a more open, accessible, and fair financial
future, one piece of software at a time. Thanks to its position as the world's
leading software platform for digital assets, Blockchain is using new technology
to build a radically better financial system to revolutionize the $13T financial
services industry.
 Founded in 2011, Blockchain is the world's most popular way to store and
transact digital assets with over 14M wallets. It’s software has powered over
100M transaction and empowered users in 140 countries across the globe to
transact quickly and without costly intermediaries. They also offer tools for
developers and real-time transaction data for users to analyze the burgeoning
digital economy
 Business / revenue model: Processing, fees
 Addressable market size: Enormously big
Speaker Profile
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Peter Smith Co-Founder & CEO
Key Corporate Facts
Headquarters Luxembourg, Luxembourg
Founded 2011
Funding $30.5m
Employees 50-100
Active Markets Global
Ownership Private – VCs
Key Investors Lightspeed, Mosaic Ventures, Wicklow Capital
Website blockchain.com
DRAFT
 Franziska von Hardenberg is Founder of
BLOOMY DAYS and serves as its Chief
Executive Officer
 She studied Marketing and Communication
Sciences in Berlin and earned her Master's
degree in the US and in Hungary
 In 2017, she co-hosted the "Salon Privé",
where she invited Germany's leading digital
entrepreneurs to a private chat with the
Federal Chancellor, Dr. Angela Merkel
 Hardenberg is also a member of the Advisory
Board of the STARTUP TEENS initiative,
which is committed to the promotion of
entrepreneurship among young people
Franziska v.
Hardenberg
Founder & CEO
Key Company Facts
29
Luxury & Fashion
Fresh Cut Flower Delivery Service
Company Profile BLOOMY DAYS @ NOAH
 BLOOMY DAYS is the world's first flower delivery company not only offering
individual orders but also a flower subscriptions, with headquarters in Germany
 BLOOMY DAYS currently delivers 20.000 packages of fresh flower bouquets
every week to businesses and private individuals. Customers can select the
frequency of the delivery (e.g. weekly, bi-monthly, monthly), where BLOOMY
DAYS guarantees that flowers are up to 5 days fresher than a local shop
 The company hand crops and prepares ready to use bouquets of flowers
which are carefully selected from the market
 BLOOMY DAYS business model allows the company to avoid any inventory
costs, waste & returns, with the advantage of arbitraging seasonal flower
prices. BLOOMY DAYS generates high margins within a strong retention
model
 Business / revenue model: Subscription-based
 Addressable market size: €52bn in Europe
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Franziska v.
Hardenberg
Founder
& CEO
Speaker Profile
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2012
Employees 200
Active Markets Germany / Austria
Ownership Private – VCs
Key Investors
OTTO Capital, Atlantic Internet, Intan Media
Services
Website bloomydays.com
DRAFT
Speaker Profile
 Whitney Wolfe helms one of the fastest-
growing mobile apps in the world
 Prior to Bumble, Wolfe was a co-founder of
Tinder, serving as the company’s VP of
marketing from 2012-2014. Leading up to
her time with Tinder, Wolfe was the first
marketing and sales hire on the Cardify
team under the IAC Incubator at Hatch Labs,
which was ultimately parlayed into the
launch of Tinder
 Whitney graduated of Southern Methodist
University
 When not running Bumble, Whitney enjoys
investing in female founded, cause-driven
startups and mentoring the next wave of
young women founders and tech executives
Whitney Wolfe
Founder & CEO
Key Company Facts
30
Apps World
Female-First Social Discovery Application
Company Profile Bumble @ NOAH
 Bumble shows you the people you want to see and lets you connect by a
mutual opt in by swiping right. The app was born out of a desire to reinvent the
antiquated rules of dating and empower women to feel confident in controlling
the conversation. Women set the tone by always making the first move on
Bumble
 Bumble’s grew to nearly 10 million users and has singlehandedly disrupted the
way people connect online and offline
 The company recently celebrated the 100,000,000th first move made by a
woman
 In April 2016, Bumble launched BumbleBFF as a friend-finding feature and will
go live with BumbleBIZZ later this year, which will connect users around
professional interests
 Business / revenue model: Freemium
Key Corporate Facts
Headquarters Austin, TX, US
Founded 2014
Employees 26-50
Active Markets International
Ownership Private
Key Investors Badoo
Website bumble.com
Doing Business @ NOAH
Service Provider Interest
Communications
• Content Collaboration
Marketing
• Influencer Marketing
• Local Advertising
Partnerships Interest
Product collaborations, influencer
and media partnerships
Attendees @ NOAH
Whitney Wolfe Founder & CEO
Lauren Taylor
Director, Comms &
Brand Dev.
Louise Troen Director, Int. PR
Julia Schygulla Head of Germany
Main Presentation Topics
1. Females making the first move
2. BumbleBizz
3. BumbleBFF
DRAFT
Speaker Profile
 Oliver Reppert took over as CEO of car2go
Group in October 2016
 He has been working at Daimler since 1998
and has gained comprehensive experience
in the areas of sales, marketing and
communications
 Since November 2014 he has been Head of
Brand and Product Management at smart as
well as a member of the smart management
team
 Olivier studied at the University of Applied
Sciences Offenburg and the Louis Pasteur
University in Strasbourg
Olivier Reppert
CEO
Key Company Facts
31
Mobility
World's Largest and Fastest-Growing Car
Sharing Service
Company Profile car2go @ NOAH
 car2go is the market leader in the free-floating carsharing sector and is a
wholly owned subsidiary of Daimler AG
 With the car2go carsharing concept, smart and Mercedes-Benz vehicles can
be hired anywhere and anytime at affordable (per minute) prices. The vehicles
can be found, booked and paid by using a smartphone.
 The car2go carsharing is internationally available at 26 locations
 Purely electrical fleets with a total of 1,350 vehicles are available in three
locations (Stuttgart, Amsterdam and Madrid). Thus, car2go is one of the
largest providers in the electric vehicle carsharing sector
 Operations within Europe are managed by car2go Europe GmbH, a joint
venture company of Daimler and Europe's leading car rental company,
Europcar
 Business / revenue model: Fee per mile
 Addressable market size: $16bn+ by 2024
Key Corporate Facts
Headquarters
Leinfelden-Echterdingen,
Germany
Founded 2009
Employees 100-1,000
Active Markets International
Ownership Private – Daimler
Website car2go.com
Main Presentation Topics
1. Free-floating Carsharing
2. Flexible Mobility
3. Future of Mobility
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Olivier
Reppert
CEO
Key Operating KPIs
Number of Cars 14k
Number of Times Rented 80m
Customers to Date 2.4m
Traffic Apr-16 Apr-17
Unique Visitors 663k 889k
Total Visits 943k 1.2m
DRAFT
Speaker Profile
 Mike McGearty joined CarTrawler as COO in
2006
 Mike has successfully led CarTrawler
through the completion of two major private
equity investments and the acquisition of the
online assets of Holiday Autos from
Lastminute.com
 A qualified Chartered Management
Accountant, prior to joining CarTrawler Mike
worked for eWare a leading developer of
CRM software which was acquired by the
software accounting giant, SAGE plc
 Mike also worked at POINT information
Systems, a CRM provider, which was
acquired by S1
Mike McGearty
CEO
Key Company Facts
32
Travel & Tourism
Car Rental Distribution System
Company Profile CarTrawler @ NOAH
 CarTrawler connects business and leisure customers and online travel
retailers with more road and rail transport solutions than they will find
anywhere else
 Its in-house booking engine gives it the opportunity to easily and quickly scale
to accommodate customer demand.
 The company headquarters and Customer Centre of Excellence are located in
Dublin, Ireland, with additional offices in Boston, London and Helsinki
 CarTrawler also owns and operates the Cabforce brand
 CarTrawler is private equity backed by BC Partners and Insight Venture
Partners
 Business / revenue model: SaaS
Key Corporate Facts
Headquarters Dublin, Ireland
Founded 2004
Employees 100-1,000
Active Markets Global
Ownership Private – Private Equity
Key Investors
BC Partners, Insight
Venture Partners
Previous NOAH Content CarTrawler at NOAH
Website cartrawler.com
Main Presentation Topics
1. The CarTrawler Story – How we
work?
2. Scaling our Growth – Our first
decade in Business
3. Recent Acquisitions
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Mike
McGearty
CEO
Key Operating KPIs
Airlines 100
Travel Retailers 2k
Car Rental Agens 1.6k
Locations 42k
Traffic Apr-16 Apr-17
Unique Users 470k 613k
Visits 1.3m 1.3m
Minutes 02:58 03:09
Sessions
Mobile: 41%
Desktop: 59%
Mobile: 43%
Desktop: 57%
Apr 2017
Sources
Direct 26%, Search 11%,
Referrals 45%, Mail 18%,
Other 0%
DRAFT
Speaker Profile
 Liraz Margalit, PhD, is a Web Psychologist,
a Keynote Speaker and Head of Behavioral
Research at Clicktale
 She integrates cognitive and behavioral
economic perspectives to analyzes online
consumer behavior and deliver actionable
insights for business stakeholders
 She was awarded with the OBE, Online
Business Excellence for 2016 and her
consumer behavior research was awarded
for the Best of Neuromarketing 2016
 Her research and studies can be found in
top business magazines such as
Entrepreneur, TechCrunch and Forbes. She
also writes an ongoing blog for Psychology
Today named “Behind Online Behavior”
Liraz Margalit, PhD
Web Psychologist,
Head of Behavioral
Research
Key Company Facts
33
B2B & SaaS Analytics
Experience Analytics Company
Company Profile Cicktale @ NOAH
Key Corporate Facts
Headquarters Tel Aviv, Israel
Founded 2006
Funding $55m
Employees 100-1,000
Active Markets International
Ownership Private – VCs
Key Investors KKR, Amadeus Capital Partners
Product Presentation Click here to download
Previous NOAH Content Clicktale at NOAH
Website clicktale.com
Main Presentation
Topics
1. Digital Body Language
2. Psychological Analytics
3. Model to predict and
understand customer
decisions and intent
Attendees @ NOAH
Liraz
Margalit
Head of
Beh.
Research
Aaron
Watson
VP Biz
Dev.
Key Operating KPIs
Number of Partners 50+
In-screen Behaviors / month 100bn
Optimized Websites 20k
Doing Business @ NOAH
Service Provider Interest
Ecommerce Services
• Customer Service Platform
• Fulfilment
• Mobile Commerce
Solutions
• Platforms
Marketing
• Advertising Network
• Content Marketing
Analytics
• Advertising Analytics
• BI
• CI & Data Science
• Business Intelligence
(KPI Analyses)
• Customer Analytics
Digital Services
• Creative & Design
• Data Management
Platforms
 Clicktale’s Experience Cloud taps into the wisdom and behavior of millions of
visitors so that businesses can deliver the best digital experiences to drive
amazing business results
 By synthesizing and visualizing complex behavioral patterns based on
millisecond-level actions such as hovers and scrolls, we enable businesses to
interpret their customers’ digital body language and understand intent
 The pioneer in Experience Analytics, Clicktale marries cognitive computing,
machine learning and psychological research to automatically surface issues
and answer questions that keep executives up at night
 Business / revenue model: Enterprise SaaS
 Addressable market size: $8.7bn
DRAFT
Speaker Profile
 As EVP of worldwide business development,
Aaron leads strategic relationship efforts and
oversees the formation and management of
partnerships to enhance value to customers
and expand market reach
 As a seasoned executive with over 15 years
in digital business and technology, Aaron
has held executive positions in various
organizations, helping all of them increase
success and yield returns both organically
and via M&A
 Prior to joining Clicktale, Aaron served as
VP of Business Development at ForeSee
and VP of sales at DigiCert. Before that, he
served as Sr. Director of Strategic Alliances
at both Adobe and Omniture
Aaron Watson
EVP Worldwide
Business Development
Key Company Facts
34
B2B & SaaS Analytics
Experience Analytics Company
Company Profile Cicktale @ NOAH
 Clicktale’s Experience Cloud taps into the wisdom and behavior of millions of
visitors so that businesses can deliver the best digital experiences to drive
amazing business results
 By synthesizing and visualizing complex behavioral patterns based on
millisecond-level actions such as hovers and scrolls, we enable businesses to
interpret their customers’ digital body language and understand intent
 The pioneer in Experience Analytics, Clicktale marries cognitive computing,
machine learning and psychological research to automatically surface issues
and answer questions that keep executives up at night
 Business / revenue model: Enterprise SaaS
 Addressable market size: $8.7bn
Main Presentation
Topics
1. Digital Body Language
2. Psychological Analytics
3. Model to predict and
understand customer
decisions and intent
Attendees @ NOAH
Liraz
Margalit
Head of
Beh.
Research
Aaron
Watson
VP Biz
Dev.
Doing Business @ NOAH
Service Provider Interest
Ecommerce Services
• Customer Service Platform
• Fulfilment
• Mobile Commerce
Solutions
• Platforms
Marketing
• Advertising Network
• Content Marketing
Analytics
• Advertising Analytics
• BI
• CI & Data Science
• Business Intelligence
(KPI Analyses)
• Customer Analytics
Digital Services
• Creative & Design
• Data Management
Platforms
Key Corporate Facts
Headquarters Tel Aviv, Israel
Founded 2006
Funding $55m
Employees 100-1,000
Active Markets International
Ownership Private – VCs
Key Investors KKR, Amadeus Capital Partners
Product Presentation Click here to download
Previous NOAH Content Clicktale at NOAH
Website clicktale.com
Key Operating KPIs
Number of Partners 50+
In-screen Behaviors / month 100bn
Optimized Websites 20k
DRAFT
 Michelle Zatlyn is co-founder and COO of
Cloudflare
 Before co-founding Cloudflare, Michelle held
positions at Google and Toshiba and
launched two successful startups.
 She holds a BS degree, with distinction,
from McGill University, and an MBA from
Harvard Business School, where she was
awarded the Dubliner Prize for
Entrepreneurship
 Michelle has been named a Young Global
Leader by the World Economic Forum, one
of the Top 15 Women to Watch in Tech by
Inc. magazine, and a 40 Under 40 leader by
San Francisco Business Times
Michelle Zatlyn
Co-Founder & COO
Key Company Facts
35
B2B & SaaS
Web Performance and Security Company
Company Profile Cloudflare @ NOAH
 Cloudflare is on a mission to help build a better Internet. Today the company
runs one of the world’s largest networks that powers more than 10 trillion
requests per month, which is nearly 10 percent of all Internet requests for more
than 2.5 billion people worldwide
 Cloudflare protects and accelerates any Internet application online without
adding hardware, installing software, or changing a line of code. Web
properties powered by Cloudflare have all web traffic routed through its
intelligent global network, which gets smarter with each new site added. As a
result, they see significant improvement in performance and a decrease in
spam and other attacks
 Cloudflare was recognized by the World Economic Forum as a Technology
Pioneer and named the Most Innovative Network & Internet Technology
Company for two years running by the Wall Street Journal
 Business / revenue model: SaaS, subscription-based
Attendees @ NOAH
Michelle
Zatlyn
Co-Founder & COO
Main Presentation Topics
1. Cloudflare
2. Our network
3. How we operate on a global scale
Traffic Apr-16 Apr-17
Unique Users 3.2m 5.6m
Visits 11.4m 14.4m
Minutes 03:49 04:12
Sessions
Mobile: 24%
Desktop: 76%
Mobile: 29%
Desktop: 71%
Apr 2017
Sources
Direct 49%, Search 14%,
Referrals 33%, Other 4%
Speaker Profile
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Key Corporate Facts
Headquarters San Francisco, CA, US
Founded 2009
Funding $182m
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Fidelity, Union Square
Ventures, NEA, Microsoft,
Qualcomm Ventures
Website cloudflare.com
DRAFT
 Ida Tin is the co-founder and CEO of Clue, a
digital female health company based in Berlin,
Germany whose Clue app is acclaimed as the
most streamlined, user-friendly menstrual
cycle tracking app available
 Born in Copenhagen, Ida graduated from
Denmark’s prestigious creative business
school, KaosPilots
 A lifelong entrepreneur, she previously led
motorcycle tours around the world and
published a book about her experience,
“Direktøs” which became a Danish bestseller
Ida Tin
Co-Founder & CEO
Key Company Facts
36
Apps World
Period Tracking and Fertility App
Company Profile Clue @ NOAH
 Clue is the world’s fastest growing period tracking and fertility app. Its mission
is to empower people to be in charge of their lives while moving science and
health research forward
 Clue uses science and data to provide actionable personal insights into female
health
 Business / revenue model: Freemium
 Addressable market size: All females between 13-50 years old
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Ida Tin
Co-Founder
& CEO
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2013
Funding $31m
Employees 10-100
Active Markets International
Ownership Private – VCs
Key Investors
Nokia Growth Partners, Mosaic Ventures, Union
Square Ventures
Website helloclue.com
Speaker Profile
DRAFT
Speaker Profile
 Yishai Pinchover is Co-Founder and COO at
CodeMonkey, where he is responsible for
getting a revolutionary product to transform
the lives of over 5 million children
 Yishai is an alumnus of the prestigious
Technion Program for Excellence, which he
finished at the young age of 19
 Since then, Yishai spent 15 years initiating,
managing and delivering multiple in-house
startups within organizations of various
sectors and countries including LSI Corp.
and Markit Group
 He has served voluntarily in educational
ventures and returned as teaching staff to
his alma mater - Technion
Yishai Pinchover
Co-Founder & COO
Key Company Facts
37
NOAH 16 London Startup Stage Winners
Online Game Focused on Code Learning
Company Profile CodeMonkey @ NOAH
 CodeMonkey, a leading game-based learning platform, teaches students eight
years and older the fundamental principles of computer programming
 Founded in 2014, CodeMonkey products are designed to maximize
engagement and user experience to introduce students to foundational
computer programming skills. Using real programming languages and
scalability for all learning levels, CodeMonkey provides a turnkey solution for
educators by offering basic training, management and reporting tools,
automatic grading and detailed tutorials for teachers and real time feedback for
students
 CodeMonkey has introduced computer science skills through play to millions of
students worldwide
 Business / revenue model: Schools, courses
 Addressable market size: $3bn
Key Corporate Facts
Headquarters Tel Aviv, Israel
Founded 2014
Funding $2.5m
Employees 11-25
Active Markets International
Ownership Private – VCs
Key Investors
Edulab, Invictus Capital, China-Israel Education
VC, CET, Israel Innovation Authority
Product Presentation Click here to download
Previous NOAH Content CodeMonkey at NOAH
Website playcodemonkey.com
Main Presentation Topics
1. What is the most important
commodity of the future’s
economy?
2. The challenges of building 21st
century skills through Ed Tech
innovation
3. How CodeMonkey is creating a
bright future for millions of
learners
Doing Business @ NOAH
Service Provider Interest
Marketing
• Affiliate Marketing
• Content Marketing
• Digital Marketing Agency
• Events & Webinars Marketing
• Public Relations
• Social Advertising
Analytics
• Digital Analytics
Partnerships Interest
Go-to-market partnerships with established
media, publishing and education providers
Attendees @ NOAH
Yishai
Pinchover
Co-Founder
& COO
Key Operating KPIs
Client Retention Rate 80%
DRAFT
 Euan Davis leads Cognizant’s Center for the
Future of Work in EMEA. A respected
speaker and thinker, Euan has guided many
Fortune 500 companies into the future of
work with his thought-provoking research
and advisory skills
 Within Cognizant’s Center for the Future of
Work, he helps ensure that the unit’s original
research and analysis jibes with emerging
busi-ness-technology trends and dynamics
in Europe, and collaborates with a wide
range of leading thinkers to understand how
the future of work will look
 Previously, Euan held senior analyst,
advisory and leadership positions at
Forrester Research, IDC and CEB
Euan Davis
Associate Vice-
President Cognizant’s
Center for the Future of
Work, EMEA
Key Company Facts
38
B2B & SaaS
Provider of IT, consulting, and BPO services
Company Profile Cognizant @ NOAH
 Cognizant is a leading provider of information technology, consulting, and
business process outsourcing services
 Cognizant's single-minded passion is to dedicate their global technology and
innovation know-how, their industry expertise and worldwide resources to
working together with clients to make their businesses stronger
 A member of the NASDAQ-100 Index and S&P 500 Index, Cognizant is a
Forbes Global 2000 company and a member of the Fortune 1000 and is
ranked among the top information technology companies in Top 50 Performers
listings
 Business / revenue model: Consulting
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Euan Davis
Associate Vice-
President Cognizant’s
Center for the Future
of Work, EMEA
Key Corporate Facts
Headquarters Teaneck, NJ, US
Founded 1994
Employees Over 1,000
Active Markets Global
Ownership
Public
NASDAQ
Company Presentation Click here to download
Previous NOAH Content Cognizant at NOAH
Website cognizant.com
2016 2017 Growth
Revenues €13.5bn €14.7bn 9%
EBITDA €2.6bn €2.9bn 9%
Margin 20% 20% -
EV/EBITDA 13.6x 12.5x (8%)
P/E 25.2x 19.5x (23%)
Valuation Data and Financials
Market Cap €35.7bn
Source: FactSet (financial and valuation data as of 16/05/2017)
Speaker Profile
Key Operating KPIs
Global Delivery Centers 50
DRAFT
39
 20+ years experience in senior executive
functions with leading companies in the
telecommunications and payments sector,
e.g. First Data, Easycash and Ogone
 Marcus joined Concardis as Chief Operating
Officer in 2013. 2015 he took over the CEO
function of Concardis
 Marcus is also engaged as advisor and non
executive director in payment start-ups like
orderbird, a supplier of iPad based cash
register systems for gastronomy
 He is also an author and editor of publications
on the topic of cashless payments
 Follow on Twitter: @mwmosen
Marcus W. Mosen
CEO
Key Company Facts
Payments
Full-Service Payment Provider
Company Profile Concardis @ NOAH
 Concardis is the leading full-service payment provider in German-speaking
Europe. Concardis acts as a consultant and point of contact for some 116,000
customers with more than 470,000 connected terminals and is active in 118
countries
 The company ensures seamless processes at the point of sale with its fast and
convenient payment processes. With innovative solutions in e-commerce and
m-commerce as well as for bricks-and-mortar shops, Concardis helps its
customers realise sales across all channels and beyond national borders,
thereby allowing them to profit from growing international retail
 The payment services provider constantly works to increase added value for
merchants and consumers when it comes to payment through the expansion
of its services and the integration of complementary products and services
Doing Business @ NOAH
Service Provider Interest
Consulting companies and agencies
Partnerships Interest
Companies in the payments space
M&A Interest
Incumbents and Start-ups/Fintechs
in the payments space
Key Hires Interest
Creative, agile, curious, determined
employees in Sales, IT, Product
Management, Business Analytics
Main Presentation Topics
N/A
Attendees @ NOAH
Marcus W. Mosen CEO
Christoph Jung VP eComm
Comp. Center
Jakob Schreyer Co-Founder & CEO
at Orderbird
Miriam Wohlfarth Managing Director
& Co-Founder at
RatePAY
Valuation Data and Financials
EV €700m
Speaker Profile
Key Corporate Facts
Headquarters Eschborn, Germany
Founded 1982 (as former GZS)
Employees +350
Active Marcets International
Ownership Private
Key Investors Advent Int., Bain Capital
Website www.concardis.com
Key Operating KPIs
Annual Transaction Volume 2016 €42bn
Transactions 2016 422m
Points of Acceptance 2016 470k
Customers 116k
Locations 210k
DRAFT
Speaker Profile
 Since 2010, Holger has been in charge of our
consulting unit. He has been active in the
software industry for over 25 years, focusing
on developing IT strategies, as well as
supporting IT restructuring and development
programmes
 Following his degree in IT and German
Studies, he was one of the founding members
of the Institute for Theoretical Computer
Science at the University of Potsdam, which is
known today as the Hasso Plattner Institute
 Before founding CORE, Holger set up a
technology company, was involved with
market-leading technology providers in a
management capacity and was a partner in a
leading international strategic consulting firm
Holger Friedrich
Managing Director
Key Company Facts
40
Service Providers
Advisory Company
Company Profile CORE @ NOAH
 CORE accompanies the management of complex IT transformations of companies and
market partners in which IT has a disproportionately high contribution to their business
success. Building on detailed market knowledge, deep technology expertise and
methodologically sound approaches, we develop solutions together with our partners,
which in the long term ensures the future viability of relevant elements
 With our research on the dynamics and systematics of complex IT transformations as part
of the COREinstitute, we support leading companies and institutions worldwide in finding
the appropriate measures to manage the fundamental structural change driven by
digitization
o COREtransform is responsible for advisory services to our clients in the IT management
in regards to all IT-transformative undertakings, utilizing our profound business and
technical expertise through efficient collaboration of generalists and experts
o At COREengineering, we develop sustainable solution designs, accompany their
implementation in conjunction with selected implementation partners while steering the
projects to ensure success
o COREoperating assists clients in transforming solutions into productive operations with
the help of our integration and migration services
Key Corporate Facts
Headquarters Berlin, Germany
Employees 120+
Active Markets International
Ownership Private
Website core.se
Main Presentation Topics
Interview with Andreas Wiele
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Holger
Friedrich
Managing
Director
Key Operating KPIs
Projects Completed in 2016 85
DRAFT
Speaker Profile
 Ran Sarig is the CEO & Co-founder of
Datorama
 Ran has more than 15 years of
management, product, engineering and
leadership experience
 Prior to Datorama, he worked for MediaMind
as its VP of R&D where he managed a
group of 130+ engineers and product
managers
Ran Sarig
Co-Founder & CEO
Key Company Facts
41
B2B & SaaS Analytics
Marketing Intelligence Platform for Advertisers
and Ad Agencies
Company Profile Datorama @ NOAH
 Datorama is a global marketing intelligence company providing the world's first
Marketing Integration Engine for enterprises, agencies, publishers and
platforms
 Datorama's software-as-a-service (SaaS) platform gives marketers the ability
to connect all of their data sources together — whether it's a handful or
hundreds — to form a single source of truth for more efficient reporting, better
decision making, and total control over their marketing performance, impact
and customer experience
 Datorama's best-in-class combination of end-to-end data management,
machine learning (AI) technology, and high-performance architecture makes it
simple for data-driven marketers of all experience levels to connect, unify,
analyze, visualize and act on all of their marketing data
 Business / revenue model: SaaS, subscription-based
 Addressable market size: $20bn
Key Corporate Facts
Headquarters New York, NY, US
Founded 2012
Funding €45m
Employees 100-1,000
Active Markets Global
Ownership Private - VCs
Key Investors
Lightspeed Venture Partners, Cedar Fund,
Innovation Endeavors
Previous NOAH Content Datorama at NOAH
Website datorama.com
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Ran Sarig Co-Founder & CEO
DRAFT
 Executive with experience in strategy
development and implementation (McKinsey),
general manager, international business
development, sales leadership (Groupon,
Peak Games) and finance (Deloitte)
 Experience in On-line, Retail, Banking, Media,
High-Tech and other industries
 Outstanding leadership capabilities; strong
focus on recruiting, developing talent and
building high-performing teams;
entrepreneurial
 Obtained MBA (Insead) and Commercial
Engineering master degrees. Fluent in
English, French and Dutch, practical skills in
German
Pieter-Jan van Depitte
COO
Key Company Facts
42
Food & Restaurants
Network of Online Food Ordering Sites
Company Profile Delivery Hero @ NOAH
 Founded in Berlin in 2011, Delivery Hero is a worldwide network of online food
ordering sites, operating in 21 countries and with over 73,000 restaurant
partners
 Delivery Hero operates in Germany, UK, Austria, South Korea, Sweden,
Finland, Poland, Australia, Switzerland, China, India, Colombia, Mexico,
Argentina, Chile, Uruguay, Brazil, Peru, Venezuela, Panama and Puerto Rico.
The Group has more than 1000 employees globally, with 400 working from its
Berlin headquarters
 Business / revenue model: Order Commissions
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Ralf Wenzel CSO
Valuation Data and Financials
EV $3.1bn
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2010
Funding $1.8bn
Employees Over 1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Naspers, Rocket Internet,
Kite Ventures, Insight,
Luxor Capital Group
Previous NOAH Content Delivery Hero at NOAH
Website deliveryhero.com
Key Operating KPIs
Delivered Takeaways Q1 2017 63m
Q1 2016 Q1 2017 Growth
Revenues €63m €121m 93%
Speaker Profile
DRAFT
 More than 16 years of experience in global
financial markets and in growing asset
management and technology companies
 Previously Partner and CEO Europe of
SkyBridge Capital, a global alternative
investment firm and former Director and
Head of Investors at the World Economic
Forum in Geneva and New York
 Advisor Europe to the Berggruen Institute
and former Senior Advisor at Asia Pacific
Research Center at Stanford University
 Max holds a German Legal State Exam and
an MA Leadership (World Economic Forum
in collaboration with Wharton School of
Business, Columbia University, INSEAD and
London Business School)
Max von Bismarck
Chief Business Officer
& Managing Director
Key Company Facts
43
Fintech
Open Banking for Deposits
Company Profile Deposit Solutions @ NOAH
 Deposit Solutions is a globally recognized FinTech company that is
transforming the €10 trillion+ retail and corporate deposit market in Europe
 Its ground-breaking Open Banking platform allows banks to offer attractive
third party deposit products to their own clients with their existing accounts
 As a result, savers and corporates can access best in class deposit offers
without having to open a new account at another bank, and banks can gather
deposits from across Europe without facing the need to build and operate their
own deposit infrastructure
 Business / revenue model: Commissions
 Addressable market size: €10tn
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Max von
Bismarck
Chief Business Officer
& Managing Director
Thomas von
Hohenhau
Chief Client Officer
Main Presentation Topics
1. Update Deposit Solutions
2. Open Banking for deposits
3. Case Studies
Speaker Profile
Key Corporate Facts
Headquarters Hamburg, Germany
Founded 2011
Funding $24m
Employees 100-1,000
Active Markets International
Ownership Private – VCs
Key Investors
e.ventures, Greycroft Partners, Valar Ventures,
Peter Thiel
Previous NOAH Content Deposit Solutions at NOAH
Website deposit-solutions.com
DRAFT
 After leaving school, Dr Richard Lutz studied
Business Management at Saarbrücken
University
 From 1989 to 1994, Dr Lutz worked as a
research assistant to the chair for Business
Management Studies at Kaiserslautern
University, where he obtained his doctorate
 In 1994, he moved to Deutsche Bahn AG,
where he held various positions before taking
over Corporate Controlling in 2003. From 1
April 2010 to 22 March 2017 he was Member
of the Management Board of Deutsche Bahn
AG responsible for Finance and Controlling
 By 22 March 2017, the department for
Finance and Controlling has been merged
with the department of the CEO
Dr. Richard Lutz
CEO
Key Company Facts
44
Industrials, Automation & IoT
Passenger and Logistics Company
Company Profile Deutsche Bahn @ NOAH
 Deutsche Bahn AG is a German railway company. Headquartered in Berlin, it
is a private joint-stock company, with the Federal Republic of Germany being
its single shareholder
 Deutsche Bahn describes itself as the second-largest transport company in the
world, after the German postal and logistics company Deutsche Post / DHL,
and is the largest railway operator and infrastructure owner in Europe. It
carries about two billion passengers each year
 Business / revenue model: Tickets
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Dr. Richard
Lutz
CEO
Key Corporate Facts
Headquarters Munich, Germany
Founded 2011
Employees 100-1,000
Active Markets International
Ownership
Federal Republic of
Germany
Company Presentation Click here to download
Website deutschebahn.com
Speaker Profile
Key Operating KPIs
Passengers 2016 4.4bn
Train-path Kilometers 2016 1.07bn
2015 2016 Growth
Revenues €40.5bn €40.6bn 0.3%
EBIT (Adjusted) €1.8bn €1.9bn 11%
Margin 4% 5% 1%
DRAFT
 Christian Sewing, born in 1970, has been a member
of the Management Board since January 1, 2015. He
is responsible for Deutsche Bank’s Private &
Commercial Bank (including Postbank)
 Sewing joined Deutsche Bank in 1989. He was Head
of Group Audit from June 2013 to February 2015,
prior to which he held a number of management
positions in Risk. From 2012 to 2013, he was Deputy
Chief Risk Officer. From 2010 to 2012, he served as
the Bank’s Chief Credit Officer. He has worked in
Frankfurt, London, Singapore, Tokyo and Toronto
 From 2005 until 2007, Sewing was a member of the
Management Board of Deutsche Genossenschafts-
Hypothekenbank
 Education: Before graduating with a diploma from
the Bankakademie Bielefeld and Hamburg, he
completed a bank apprenticeship at Deutsche Bank
in 1989
Christian Sewing
President – Head of
Private and Commercial
Bank
Key Company Facts
45
Fintech
Global Investment Bank
Company Profile Deutsche Bank @ NOAH
 Deutsche Bank provides commercial and investment banking, retail banking,
transaction banking and asset and wealth management products and services
to corporations, governments, institutional investors, small and medium-sized
businesses, and private individuals. Deutsche Bank is Germany’s leading bank,
with a strong position in Europe and a significant presence in the Americas and
Asia Pacific
 Deutsche Bank offers expertise for every development stage of a start-up. We
break this down into three key stages: Seed, Grow, and Expand. In addition to
our banking services for these three stages, we offer numerous services. For
example local assistance within our regional start-up network, our operational
expertise regarding research and global markets, strategic start-up dialogue on
all issues of financing, technology- and sector-expertise, as well as our
Deutsche Bank Labs in Berlin, London, New York, and Silicon Valley
 For more information on Deutsche Bank, go to deutsche-bank.com, and for
learning more about our startup team, go to deutsche-bank.de/startups
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Christian
Sewing
President – Head of
Private and
Commercial Bank
(including Postbank)
Key Corporate Facts
Headquarters Frankfurt, Germany
Founded 1870
Employees Over 1,000
Active Markets Global
Ownership
Public
NYSE
Company Presentation Click here to download
Previous NOAH Content Deutsche Bank at NOAH
Website db.com
2016
Revenues €30.0bn
Valuation Data and Financials
Market Cap €23.8bn
Source: FactSet (financial and valuation data as of 16/05/2017)
Speaker Profile
Key Operating KPIs
Fully loaded CRR/CRD 4 Leverage
Ratio Dec-2016
3.5%
Common Equity Tier 1 capital ratio
(fully loaded) Dec-2016
11.8%
DRAFT
Speaker Profile
 Carsten Kengeter is CEO of Deutsche Börse
AG. He served as member of the Group
Executive Board as well as Chairman and
CEO of the UBS Investment Bank from 2008
to 2013
 Prior to that, he was a Managing Director and
Partner at Goldman Sachs, after he started
his career at Barclays in 1992 in London
 He is a board member of several
international companies and institutions such
as b-to-v Partner AG, Circuitus Capital LLP,
FNZ Group Ltd. and member of the Advisory
Board Financial Markets Group, Systemic
Risk Centre of the LSE as well as a member
of the FICC Markets Standards Board
located in London
Carsten Kengeter
CEO
Key Company Facts
46
Fintech
World’s Leading Exchange Organization
Company Profile Deutsche Börse @ NOAH
 As one of the world’s leading exchange organizations Deutsche Börse Group
provides investors, financial institutions and companies access to global capital
markets
 Deutsche Börse covers the entire process chain from securities and
derivatives trading, clearing, settlement and custody, through to market data
and the development and operation of electronic trading systems. Deutsche
Börse's reliable systems and their integrity as a neutral provider form the basis
of the business philosophy
 Deutsche Börse is making a significant contribution to creating a strong
ecosystem for growth in Germany through Deutsche Börse Venture Network®.
With this network Deutsche Börse is focusing its expertise on the pre-IPO area
in order to facilitate companies' access to capital there, too
 Via its own corporate venture capital arm, DB1 Ventures, Deutsche Börse is a
strategic partner of choice for early- to growth-stage companies which are core
or adjacent to Deutsche Börse Group’s strategy
Doing Business @ NOAH
Service Provider Interest
Ability to join an ecosystem and
network with entrepreneurs,
investors and corporate executives
Partnerships Interest
Discover new, disruptive trends
across all sectors
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Carsten
Kengeter
CEO
Key Corporate Facts
Headquarters Frankfurt, Germany
Founded 1992
Employees Over 1,000
Active Markets Global
Ownership
Public
FWB
Company Presentation Click here to download
Previous NOAH Content Deutsche Börse at NOAH
Website deutsche-boerse.com
Key Operating KPIs
Dividend per Share 2016 €2.35
Dividend Payout Ratio 2016 54%
2017 2018
EV/EBITDA 12.2x 11.2x
P/E 19.3x 17.3x
Valuation Data and Financials
Market Cap 2017 €17.3bn
EV 2017 €17.9bn
Teams of Deutsche Börse Venture Network
and DB1 Ventures
DRAFT
 Karel Dörner is a Senior Partner at Digital
McKinsey in Munich, Germany. He leads
McKinsey Digital Labs in Europe and is global
co-leader of Digital McKinsey
 He primarily serves retail and consumer
goods clients in the areas of digital
transformations, e-commerce, online
strategies and implementations, as well as
technology innovation
 He has over 20 years of experience in the
retail technology and online/multichannel
space, among others as co-founder and
Managing Director of eBay Europe
Karel Dörner
Senior Partner, Digital
McKinsey
Key Company Facts
47
Service Providers
Global Management Consulting Firm
Company Profile Digital McKinsey @ NOAH
 Digital McKinsey brings together the best of McKinsey’s digital capabilities
 Digital McKinsey not only advises but also builds, operates, and transfers
capabilities to help our clients create value by reinventing the core of their
businesses
 Digital McKinsey brings together more than 2,000 experts from across our
global firm—including more than 1000 developers, designers, IT architects,
data engineers, agile coaches, and advanced analytics experts in our Digital
Labs
 Business / revenue model: Consulting
Attendees @ NOAH
Karel Dörner Senior Partner
Key Corporate Facts
Headquarters NYC, NY, US
Founded 1926
Employees Over 10,000
Active Markets Global
Ownership Private
Previous NOAH Content McKinsey at NOAH
Website mckinsey.com
2016
Revenues $8.4bn
Speaker Profile
Doing Business @ NOAH
Service Provider Interest
Ecommerce Services
Offline Services
Communications
Marketing
Analytics
Digital Services
Main Presentation Topics
1. Digital reinvention by transforming
the core
2. Building digital businesses
3. Digital at scale
DRAFT
 Rolf Cederström is a Co-Founder and CEO
at Digital Origin
 Rolf is responsible for the daily operations,
as well as managing product development
and corporate strategy
 Prior to Digital Origin, he worked both in the
financial sector in London (including
Goldman Sachs) and the technology sector
(including IBM and Ericsson)
 He has a MSc in Mathematics and Physics
from the University of Engineering of Lund,
Sweden, and an MBA from the
Massachusetts Institute of Technology
(MIT), Sloan School of Management
Rolf Cederström
Co-Founder & CEO
Key Company Facts
48
Fintech
Loan Origination Platform
Company Profile Digital Origin @ NOAH
 A fintech company focused on the consumer finance sector in S. Europe
 The company develops and operates a proprietary consumer loan origination
platform that enables real-time, instant, paperless consumer credit
transactions:
- Paga+Tarde eCommerce offers instant credit at POS for online purchases
- Pagamastarde inStore offers instant credit at POS for purchases in
physical stores
- Pagmastarde CreditCard offers instant virtual credit cards
- QueBueno offers instant small short term cash loans
 Business / revenue model: Balance sheet lender
 Addressable market size: Consumer finance - Spain €60bn, Italy
€100bn, France €150bn
Speaker Profile
Doing Business @ NOAH
Service Provider Interest
Data providers
Partnerships Interest
Payment Service Providers
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Rolf Cederström
Co-Founder
& CEO
Source: Market size – ECRI 2016.
Key Corporate Facts
Headquarters Madrid, Spain
Founded 2011
Funding €40m
Employees 100-1,000
Active Markets Southern Europe (Spain, Portugal, France, Italy)
Ownership Private – VCs
Key Investors Prime Ventures
Products Pagmastarde & Quebueno
Regulatory status Payment Institution supervised by Bank of Spain
Website digitalorigin.com
DRAFT
Speaker Profile
 Nico Gabriel was appointed Managing
Director of DriveNow in May 2011
 He is responsible for operations and
business development at the joint venture
between BMW and SIXT
 Gabriel previously worked in various
positions for eight years at SIXT operations
in Germany and abroad, including being in
charge of franchises in Scandinavia and the
Middle East
 Additionally, between 2008 and 2011 he was
responsible for subsidiaries of SIXT, as well
as the car sharing scheme SIXTI Car Club
and an electric mobility cooperation between
RWE, BMW, and Vattenfall
Nico Gabriel
CEO
Key Company Facts
49
Mobility
European Carsharing Platform
Company Profile DriveNow @ NOAH
 DriveNow, the carsharing joint venture of the BMW Group and Sixt SE, is
available in various European cities and offers a range of high-quality premium
vehicles of the BMW and MINI brands to rent, based on the free-floating
principle
 The vehicles can be hired and returned independent of location within a
defined business area
 DriveNow operates in Munich, Berlin, Dusseldorf, Cologne, Hamburg, Vienna,
London, Copenhagen, Stockholm, Brussels and Milan
 At all its locations DriveNow also offers electric BMW i3 to the customers.
 Several studies have proven that one DriveNow vehicle replaces at least three
private cars
 Business / revenue model: Fee per mile
 Addressable market size: $16bn+ by 2024
Key Corporate Facts
Headquarters Munich, Germany
Founded 2011
Funding €20m
Employees 100-1,000
Active Markets International
Ownership Private – Founders only
Website drive-now.com
Main Presentation Topics
1. Success factors carsharing
2. Urban mobility
3. Electric mobility
Doing Business @ NOAH
Service Provider Interest
Analytics
• Audience & Market Data
• Customer Analytics
Digital Services
• CRM
• Databases & Big Data
• Fraud Prevention
• Security Certification
Partnerships Interest
Cooperation with airlines, hotels and
other players of the tourism industry
Attendees @ NOAH
Nico Gabriel CEO
Key Operating KPIs
Registered Customers 875k
Vehicles 5.5k
Traffic Apr-16 Apr-17
Unique Users 144k 269k
Visits 535k 501k
Minutes 02:43 03:02
Sessions
Mobile: 49%
Desktop: 51%
Mobile: 41%
Desktop: 59%
Apr 2017
Sources
Direct 31%, Search 44%,
Referrals 11%, Display Ads
8%, Other 6%
2016
Revenues €51-100m
EBITDA Undisclosed
DRAFT
Speaker Profile
 Paulin Dementhon is the founder and CEO
of Drivy, the European leading peer-to-peer
car rental marketplace
 He started creating a carpooling service in
2009 without any knowledge of the web
before launching Drivy in 2010, a platform to
rent cars between individuals
Paulin Dementhon
Founder & CEO
Key Company Facts
50
Mobility
European P2P Car Rental Marketplace
Company Profile Drivy @ NOAH
 Drivy is the leading car rental marketplace in Europe
 The service allows its users to rent people’s cars everywhere within walking
distance of home whenever they need one: whether it is to go away for a
weekend, attend a business meeting or move house. The service includes a
comprehensive insurance coverage to ensure safe rentals
 Drivy provides a full mobile experience, from booking a car to check-in and
check-out, and provides a technology called Drivy Open, which enables people
to open cars with their smartphones and carry out self-service rentals.
 Created in 2010 in France by Paulin Dementhon, Drivy now also operates in
Germany, Spain and Austria
 The company employs 90 people in Paris, Berlin and Barcelona. Drivy’s
ambition is to make car rental much more efficient than personal car ownership
 Business / revenue model: Commissions
 Addressable market size: $16bn+ by 2024
Key Corporate Facts
Headquarters Paris, France
Founded 2011
Funding €47m
Employees 51-100
Active Markets International
Ownership Private – VCs
Key Investors
Alven Capital, Index
Ventures, Nokia Growth
Partners
Previous NOAH Content Drivy at NOAH
Website drivy.com
Main Presentation Topics
1. The future of mobility Urban
mobility
2. Car-on-demand
3. Autonomous cars
Doing Business @ NOAH
Service Provider Interest
Analytics
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Paulin
Dementhon
Founder & CEO
Nils
Rossmeisl
Country Manager
Germany
Key Operating KPIs
Number of Cars 42k
Users 1.2m
Traffic Apr-16 Apr-17
Unique Users 161k 314k
Visits 561k 741k
Minutes 06:26 06:07
Sessions
Mobile: 36%
Desktop: 64%
Mobile: 44%
Desktop: 56%
Apr 2017
Sources
Direct 29%, Search 46%,
Referrals 16%, Mail 7%, Other
2%
DRAFT
Speaker Profile
 Alexandre Mars is a serial entrepreneur and
engaged philanthropist
 He launched and sold several tech and
advertising startups including Phonevalley,
(sold to Publicis Group) and ScrOOn (sold to
Blackberry)
 In 2014, Alexandre founded Epic to lift the
obstacles that prevent individuals and
corporations from donating more. Epic
applies its innovative approach, processes
and solutions to support children and youth
globally
 In 2015, he was named one of New York
City’s top 20 philanthropists under 40 by the
New York Observer
Alexandre Mars
Founder & CEO
Key Company Facts
51
Investors & Influencers
Charitable Organization Supporting Children
and Youth Globally
Company Profile Epic Foundation @ NOAH
 Founded in 2014, Epic is driven by the belief that new ways to give can
address the needs of the ongoing social disruption led by individuals and
businesses
 We develop and partner to implement innovative solutions that raise funds
from individual and corporate donors for a carefully vetted portfolio of social
organizations that tackle youth and children issues globally
 We promote social innovation through selected solutions for philanthropy,
industry-leading research and relentless advocacy
 Epic Foundation operates as a nonprofit startup, a 501(c)(3) in the US and a
Registered Charity in the UK
 Business / revenue model: Non-profit
Main Presentation Topics
1. Philanthropy and giving
2. A new socially conscious
generation
3. Authentic social strategies that
businesses and entrepreneurs
can incorporate
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Alexandre
Mars
Founder & CEO
Key Corporate Facts
Headquarters New York, NY, US
Founded 2014
Employees 26-50
Active Markets Global
Website epic.foundation
DRAFT
 Julie Linn Teigland joined EY in 2001, where she was
made partner in 2002. Having built up human capital
services in Mannheim, she took on responsibility for EY’s
strategic growth portfolio, first in Germany, then in Central
Europe and finally for Europe, Middle East, India and
Africa (EMEIA)
 From 2002 onward Julie increasingly focused her time in
assurance, advising and auditing many growth companies
through capital market transactions, IFRS and US GAAP
accounting issue. Julie also went on to serve several
Fortune 500 clients as lead audit partner, focusing her
efforts increasingly on the life science sector
 In 2011 she became a member of the executive committee
for EMEIA, as Managing Partner for EMEIA Accounts and
was given responsibility for accounts and market
development.
 In August 2015 she was appointed Managing Partner for
EY for the region Germany, Switzerland and Austria and
has assumed operational responsibility of this role as of
July 1, 2016
Julie Linn Teigland
Managing Partner
EY Germany,
Switzerland, Austria
Key Company Facts
52
Service Providers
Global Professional Services Firm
Company Profile EY @ NOAH
 EY is one of the world's largest accounting and consulting organizations with
231,000 employees. The global EY organization is a leader in assurance, tax,
transaction and advisory services
 EY’s employees in more than 700 offices in more than 150 countries offer
comprehensive professional expertise with globally uniform quality standards.
 We leverage our experience, knowledge and services to help build trust and
confidence in the capital markets and in economies the world over
 Our global purpose is to drive progress and make a difference by building a
better working world – for our people, for our clients and for our communities
 Business / revenue model: Consulting
 Addressable market size: $44bn
Attendees @ NOAH
Julie Linn Teigland
Managing Partner EY
Germany, Switzerland,
Austria
Martin Dahmen Partner
Markus Fischer Executive Director
Martin Gerber Partner
Jan-Menko Grummer Partner
Christoph Hille Senior Manager
Dietmar Kösling Partner
Peter Lennartz Partner
Axel Majert Lead Partner
Nathalie Mielke Partner
Thomas Prüver Partner
Philipp Rathjen Manager
Olaf Riedel Partner
Carsten Risch Partner
Key Corporate Facts
Headquarters London, UK
Founded 1989
Employees 231,000
Active Markets Global
Ownership Private
Website ey.com
Traffic Apr-16 Apr-17
Unique Users 1.4m 2.1m
Visits 3.5m 3.6m
Minutes 02:36 02:33
Sessions
Mobile: 32%
Desktop: 68%
Mobile: 33%
Desktop: 67%
Apr 2017
Sources
Direct 17%, Search 57%,
Referrals 20%, Other 6%
Speaker Profile
Doing Business @ NOAH
Service Provider Interest
Customer-Led Digital
Transformation
Cyber Security
Big Data Analytics
Digital Tax Solutions
Main Presentation Topics
1. Digital Revolution
2. Innovative
Transformation
3. New Operating Models
DRAFT
 Founder and fashionista, Isabelle is the
inspiration and driving force behind EyeFitU
 Studies in marketing and economics
 Broker in stocks, derivatives and investor
 Fluent in 6 languages
 Featured in Financial Times, Retail Gazette,
Metro, NetImperative, Sun and more.
Isabelle Ohnemus
Founder & CEO
Key Company Facts
53
NOAH 16 London Startup Stage Winners
All the Best Brands in One Place, in Your Size
Company Profile EyeFitU @ NOAH
 A global fashion shopping and personalization platform
 The first fashion sizing and personalisation platform enabling shoppers to
shop the world’s best brands in one place, always in their size
 EyeFitU is also offering the sizing engine to online retailers (b2b)
 Multi-parameter sizing algorithm. Approach includes big data and machine
learning
 Sizing in hundreds of brands, partnerships with 60+ online shops
 The team are seasoned entrepreneurs with multiple IPOs and trade-sales
experiences
 Business / revenue model: Affiliate marketing, online advertising,
B2B/SaaS, Big Data
 Addressable market size: Fashion Industry: $1.5tn, Online: $286bn
Key Corporate Facts
Headquarters Zurich, Switzerland
Founded 2013
Employees 11-50
Previous NOAH Content EyeFitU at NOAH
Website eyefitu.com
Traffic Apr-16 Apr-17
Downloads <1k <200k
Monthly
average users
<1k <35k
Unique Users <5k <5k
Visits <5k 7k
Minutes 00:21 01:41
Sessions
Mobile: 0%
Desktop:
100%
Mobile: 65%
Desktop: 35%
Apr 2017
Sources
Direct 7%, Search 67%,
Referrals 26%, Other 0%
Main Presentation Topics
N/A
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
Fashion brands and online retailers
Investor Interest
Raising $5m
Key Hires Interest
No specific needs
Attendees @ NOAH
Isabelle
Ohnemus
Founder & CEO
Henrik
Steffensen
COO
Speaker Profile
DRAFT
 As Managing Director Central Europe at
Facebook, Martin Ott is responsible for the
development of Facebook’s business in the
region Germany, Austria, Switzerland,
Benelux and Eastern Europe
 Martin is an expert for digital and mobile
transformation, and therefore deals
intensively with its implications for
corporations and markets
 With more than 15 years of leadership
experience in the digital industry, he advises
companies from start-ups to leading global
brands on their growth opportunities in the
digital world
Martin Ott
Managing Director
Central Europe
Key Company Facts (Group)
54
Digital & Media
Online Social Networking Service
Company Profile Facebook @ NOAH
 Facebook is an American for-profit corporation and an online social media and
social networking service based in Menlo Park, California
 The Facebook website was launched on February 4, 2004, by Mark
Zuckerberg, along with fellow Harvard College students and roommates with
its vision to make the world more open and connected
 Business / revenue model: Advertising
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Martin Ott
Managing Director,
Central Europe
Key Corporate Facts
Headquarters Menlo Park, CA, US
Founded 2004
Employees Over 1,000
Active Markets Global
Ownership
Public
NASDAQ
Company Presentation Click here to download
Previous NOAH Content Facebook at NOAH
Website facebook.com
Key Operating KPIs
Daily Active Users (Q1 2017) 1.3bn
Monthly Active Users (Q1 2017) 1.9bn
ARPU (Q1 2017) $4.23
2016 2017 Growth
Revenues €27.6bn €38.5bn 39%
EBITDA €18.1bn €23.8bn 32%
Margin 65% 62% (3%)
EV/EBITDA 22.2x 16.9x (24%)
P/E 42.5x 30.5x (28%)
Valuation Data and Financials
Market Cap €396bn
EV €366bn
Source: FactSet (financial and valuation data as of 16/05/2017)
Main Presentation Topics
1. Innovation
2. Future
3. New Developments
Speaker Profile
DRAFT
 Mauro Giacobbe is the CEO of facile.it, the
leading financial products and utilities
aggregator in Italy
 He previously was a Consultant at The Boston
Consulting Group, where he worked within
financial services and media practice
 Mauro studied at Univeristy of Genova and
Bocconi University and obtained an MBA at
SDA Bocconi
Mauro Giacobbe
CEO
Key Company Facts
55
Marketplaces
Italy's Largest Car Insurance Broker and
Comparison Portal for Gas and Eletricity
Company Profile facile.it @ NOAH
 facile.it is the leading financial products and utilities aggregator in Italy
 facile.it compares insurance, mortgages, loans, broadband, utilities, with a #1
or #2 position in each vertical covered
 Facile.it is controlled by Oakley Capital Private Equity
 Business / revenue model: Commissions paid by providers on contract
sold. On insurance, addittional commissions
on renewed contracts
 Addressable market size: €16bn motor insurance premium, 4
millions switchers and new contracts/year
on utilities, €>55bn /year flow on mortages
and loans
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Mauro
Giacobbe
CEO
Key Corporate Facts
Headquarters Milan, Italy
Founded 2010
Employees +200
Active Markets National
Ownership Private - VCs
Key Investors Oakley Capital
Previous NOAH Content facile.it at NOAH
Website facile.it
Speaker Profile
DRAFT
 In 2008 José Neves launched Farfetch,
bringing together his interests in fashion and
technology, as well as his experience in
design, wholesale and retail, to create a
business that would celebrate and support the
diversity of the global fashion industry
 José has been involved in the fashion start-up
world since the mid-1990 when he launched
footwear business SWEAR. José later
founded SIX London, a fashion licensing and
wholesale Company selling to 600 retailers
worldwide. In 2001 José opened the
renowned bstore, which won the British
Fashion Award for Retailer of the Year in 2006
José Neves
Founder & CEO
Key Company Facts
56
Luxury & Fashion
Global Fashion Ecommerce Store
Company Profile Farfetch @ NOAH
 Farfetch now comprises of around 500 partner boutiques and almost 200
partner brands, Offering over 100,000 pieces from more than 1,500 brands.
With customers in almost 190 countries, the site receives an average of 10
million monthly hits
 Founded in 2008, with offices in London, New York, Los Angeles, São Paulo
and Porto, Farfetch showcases over 1000 labels and is dedicated to
supporting independent fashion and to the cultural diversity that comes from
uniting the perspectives of hundreds of different buyers, each with their own
unique style and vision
 Business / revenue model: Commissions
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
José Neves Founder & CEO
Traffic Apr-16 Apr-17
Unique Users 1.9m 4.3m
Visits 6.5m 9.3m
Minutes 04:08 04:11
Sessions
Mobile: 37%
Desktop: 63%
Mobile: 39%
Desktop: 61%
Apr 2017
Sources
Direct 27%, Search 44%,
Referrals 14%, Display Ads
7%, Other 8%
Speaker Profile
Valuation Data and Financials
EV $1.5bn
Key Corporate Facts
Headquarters London, UK
Founded 2008
Funding $304m
Employees Over 1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Temasek, IDG Capital
Partners, Eurazeo, DST
Global, Vitruvian Partners,
Index Ventures, Advent
Website farfetch.com
DRAFT
Speaker Profile
 Andreas is one of two managing directors of
FINANZCHECK running strategy, business
development and operations at
FINANZCHECK
 Throughout the last four years he developed
the company together with Moritz Thiele
 Prior to FINANZCHECK, Andreas worked as
a Consultant for Roland Berger
 Before entering strategy consulting, Andreas
ran and sold the family business to a private
equity buyer
 Andreas studied Aerospace Engineering
majoring in turbomachinery and hypersonic
aerodynamics and received his MBA from
Collège des Ingénieurs in Paris
Andreas Kupke
Managing Director
Key Company Facts
57
Marketplaces
Consumer Loan Marketplace
Company Profile FINANZCHECK @ NOAH
 FINANZCHECK is Germany’s fastest growing consumer loan marketplace.
Started in 2012, the company has to date brokered more than €2.5bn in loans
 The core essence of FINANZCHECK is its consumer financing platform, with
allows consumer to compare over 40 bank and P2P products in real-time
 All comparisons are free and without obligation. FINANZCHECK creates
transparency and brings efficiency into the market resulting in on average
customer interest cost saving of 30% and 2x the loan matching success versus
stand-alone banks
 In addition, FINANZCHECK's technology platform offers innovative B2B2C
white label and B2B consumer financing technology solutions for partners,
brokers and banks. Among these are well known players such as Scout24,
Lendico or ING-DiBa relying on FINANZCHECK's unmatched consumer
financing backbone
 Business / revenue model: Lead Generation / Commissions / SaaS
Doing Business @ NOAH
Partnerships Interest
Any affiliate or white label partnerships
using our technology to offer consumer
loan financing technology (comparison
engine, scoring, loan brokerage) to their
audience and/or customers and/or
installed base
Investor Interest
Open to any potential opportunity arising
Key Hires Interest
C-Level, Senior Business Development,
Business Unit Leader (Director level)
Attendees @ NOAH
Andreas
Kupke
Managing
Director
Moritz
Thiele
Co-Founder
Main Presentation Topics
1. Consumer loan marketplace
dynamics
2. Consumer Financing Platform
Technology
3. Outlook future loan application
through digitization
Key Corporate Facts
Headquarters Hamburg, Germany
Founded 2010
Funding €44m
Employees 100-1,00
Active Markets National
Ownership Private - VCs
Key Investors
HarbourVest, Highland
Capital Partners Europe,
Acton Capital Partners
Website finanzcheck.de
Key Operating KPIs
YoY Revenue Growth 2012-2016 150%
2016
Revenues €11-50m
EBITDA Undisclosed
DRAFT
Speaker Profile
 As CEO of Finanzen Group, Dirk Prössel
leads the rollout of the experienced German
InsurTech company into the European
market.
 After leading roles at eBay Germany
andimmobilienscout24.de, the industrial
engineer is CEO of the leading German
online marketplace for insurance and finance
leads since 2012
 Since then, he accelerates the expansion of
the finanzen Group in France, Switzerland,
UK and other European target markets
Dirk Proessel
CEO
Key Company Facts
58
Marketplaces
Marketplace for Insurance and Finance Leads
Company Profile finanzen Group @ NOAH
 The finanzen Group is the leading provider of a B2B marketplace technology
for insurance & finance leads, operating currently in 4 European countries. The
company connects lead providers (price comparison websites, financial
products websites) with lead buyers (independent brokers, agents, financial
advisers and insurers) via its proprietary platform.
 finanzen offers a broad product range and benefits from growing ROPO
(Research Online / Purchase Offline) market
 After reaching a dominant position in the German market, the company
sucessfully started operations in the last 3 years in France, Switzerland and
the UK and is aiming to add more in the coming years to become Europe’s
dominant marketplace for insurance & finance
 Business / revenue model: Lead Generation
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Dirk
Proessel
CEO
Main Presentation Topics
1. InsurTech for Research Online -
Purchase Offline
2. Innovations - Scalable
Technology
3. Internationalization - Scalable
Business Model
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2004
Employees 51-100
Active Markets International
Ownership Private - VCs
Key Investors BlackFin Capital Partners
Website finanzen.de
Key Operating KPIs
Leads Traded 1m
DRAFT
Speaker Profile
 Carolin steers the strategic development and
further growth of existing FinLeap ventures
 Prior to joining the company builder, Carolin
was CEO of TopTarif.de and autohaus24.de
which were successfully exited to Verivox
and Sixt Leasing respectively
 Furthermore, Carolin has ten years’
experience as a strategic consultant at BCG,
especially in Financial Services, and is
actively engaged in advocating female
leadership in finance with the Fintech Ladies
Europe Initiative, strongly supported by
FinLeap
Carolin Gabor
Managing Partner
Key Company Facts
59
Fintech
Company Builder Focused on Fintech
Company Profile FinLeap @ NOAH
 FinLeap was founded in Berlin in the summer of 2014 by HitFox Group and
Ramin Niroumand as a company builder specialized in Fintechs
 FinLeap serially develops Fintech companies, supporting them with strong
infrastructure and guiding their growth. So far 12 ventures have been brought
to market providing services for private and corporate clients
 The FinLeap ecosystem includes, for instance, FinReach, PAIR Finance,
Clark, solarisBank and Element
 Each venture is based on the solid FinLeap foundation that provides not only
seed funding from €0.5 million up to €5 million but also a strong network of
investors, an integrated development platform and advice on best practice
processes. In addition, the company builder provides contact to experienced
businesses, clients and top talents in the industry
 Business / revenue model: Incubator
Main Presentation Topics
1. Insuretech developments and the
next wave of tech companies
2. Our new platform Element -
insurance as a service
3. Shaping the Fintech and
Insuretech Ecosystem
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2014
Employees 100-1,000
Active Markets International
Ownership Private
Previous NOAH Content FinLeap at NOAH
Website finleap.com
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Carolin
Gabor
Managing Partner
Key Portfolio Companies
DRAFT
Key Company Facts
60
Mobility
European Long Distance Mobility Provider
Company Profile FlixBus @ NOAH
 FlixBus is a European long distance mobility provider
 Since 2013, FlixBuses have offered a new, convenient and green way to travel
which suits every budget. Thanks to a smart business model and an innovative
technology, the startup has established Europe’s largest intercity bus network
in less than four years
 The FlixTeam is handling network planning, customer service, quality
management, marketing & sales as well as ticketing, pricing and business
development. Everything powered by superior technology. Regional bus
partners – usually family-run companies built on generations of success – are
responsible for the day-to-day operations and a fleet of green FlixBuses
 As a combination of tech-startup, e-commerce-platform and transportation
company, FlixBus was able to disrupt the European travel market and to beat
even global players on their home turf
 Business / revenue model: Tickets
 Addressable market size: >€60bn
Doing Business @ NOAH
Partnerships Interest
Looking for contacts to influencers
(media UK/US) and global experts
in corporate development
M&A Interest
Constantly looking for more M&A
opportunities to expand our network
and business across Europe
Key Hires Interest
Project owner digital marketing
Software engineers
Data scientists
Attendees @ NOAH
Jochen
Engert
Founder & MD
Bettina
Engert
Head of Corporate
Communications
Main Presentation Topics
1. New mobility
2. Fast growth in Europe
3. Strategy
Speaker Profile
 Jochen Engert is Founder & CEO of FlixBus
and responsible for Corporate Development &
Strategy as well as Human Resources
 Organizing ski trips by bus during university
had been his very first and only link to the bus
industry until he started his own business by
becoming Europe's largest provider of long-
distance buses
 Before starting up with FlixBus in 2012, he
was working as Strategy Consultant for The
Boston Consulting Group for companies from
different sectors all over the world
 Jochen studied Business Administration with
technical and financial orientation at
Universities in Stuttgart, Hohenheim & Ottawa
Traffic Apr-16 Apr-17
Unique Users 276k 1.3m
Visits 1m 2.7m
Minutes 05:03 05:06
Sessions
Mobile: 47%
Desktop: 54%
Mobile: 49%
Desktop: 51%
Apr 2017
Sources
Direct 27%, Search 44%,
Referrals 22%, Other 7%
Key Corporate Facts
Headquarters Munich, Germany
Founded 2011
Employees ~1,000
Active Markets International
Ownership Private – VCs
Key Investors
General Atlantic, Silver
Lake, Daimler
Previous NOAH Content FlixBus at NOAH
Website flixbus.com
Key Operating KPIs
Annual Passenger Volume 40m
Daily Connections Offered 150k
European Countries Served 23
Domestic Markets 8
Jochen Engert
Founder & CEO
DRAFT
Speaker Profile
 David is the Co-founder and CEO of
Founders Pledge
 David moved into the non-profit sector from
an eclectic commercial background; following
high school, David joined Mortgage Capital
Associates, one of the largest privately held
mortgage banks in the U.S., after which he
worked as a mortgage and investment
banker at CS Financial in Beverly Hills
 David also founded and ran a boutique real
estate and relocation firm in Germany and
was the general manager of Urban Motion
Inc., the highest volume Segway dealer
network in the world
 David is a graduate of UCLA and the
University of Cambridge
David Goldberg
Co-Founder & CEO
Key Company Facts
61
Investors & Influencers
Charity Non-Profit Organization
Company Profile Founders Pledge @ NOAH
 Founders Pledge is a notforprofit through which founders and investors commit
to donate a small percentage of their personal exit proceeds to social causes
 As part of the community, members connect to charity mavericks and thought
leaders through original online content, intimate events, and large scale annual
forums, in order to explore social problems and approaches to charity
 The Founders Pledge community includes the people behind some of the best
tech companies on the planet, like Spotify, Shazam, Delivery Hero, Farfetch,
DeepMind, Avant, Commonbond, Funding Circle, Blippar, Webhelp, Zopa,
Juicero, Beepi, Huddle, Vicarious, FlexEnable, Swiftkey, Blockchain, Nutmeg
 Since launching in July 2015 Founders Pledge has raised a total of $247m to
charity across 889 pledges in 22 countries
Main Presentation Topics
1. Data driven
philanthropy
2. The similarities
between start-ups and
charities
3. Building a movement
of tech philanthropists
Doing Business @ NOAH
Partnerships Interest
We're looking for corporate sponsorship and for
any partners that can help spread our message to
founders and investors.
If you're a founder or investor you should speak to
us!
Investor Interest
We're always looking for people who are
interested in supporting our core operating budget
Key Hires Interest
We're looking for a Country Manager for Germany
- to build the community and eventually build out a
team
Attendees @ NOAH
David
Goldberg
Co-founder &
CEO
Key Corporate Facts
Headquarters London, UK
Founded 2015
Employees 11-25
Active Markets Global
Website founderspledge.com
DRAFT
Speaker Profile
 Max is the CEO & Founder of Fraugster
 Before founding Fraugster, he co-founded
the payment gateway company Better
Payment
 He was also the product evangelist at the
mPOS company SumUp
Max Laemmle
Founder & CEO
Key Company Facts
62
Payments
AI-Powered Payment Security Company
Company Profile Fraugster @ NOAH
 Fraugster is German-Israeli payment security company that eliminates online
fraud while maximizing revenues for merchants
 AI-powered fraud detection technology learns from each transaction in real-
time and can anticipate fraudulent attacks even before they happen
 Fraugster has invented a self-learning algorithm that mimics the thought
process of a human analyst, but with the scalability of a machine, and can give
decisions in as little as 15 milliseconds.
 Fraugster works with leading international clients like VISA, Ingenico,
Credorax, etc
 Business / revenue model: Cost per check, SAAS
 Addressable market size: $1.9tn (Global Ecommerce Market)
Main Presentation Topics
1. Launch of the Fraugster Fraud Free Product, the
future of payment security
2. Why e-commerce merchants should never sacrifice
revenue for security
3. How Artificial Intelligence is revolutionizing the
payment security industry
Attendees @ NOAH
Max Laemmle CEO
Chen Zamir CTO
Julia Marks
PR & Global
Comms
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2014
Funding $5m
Employees 51-100
Active Markets Global
Ownership Private - VCs
Key Investors Earlybird, Speedinvest, Seedcamp
Previous NOAH Content Fraugster at NOAH
Website fraugster.com
Doing Business @ NOAH
Service Provider Interest
PSPs, Acquirer
Partnerships Interest
PSPs, Acquirer
Investor Interest
Growth Funds
Key Hires Interest
No specific needs
Key Operating KPIs
Fraud Rates Reduction 70%-80%
Conversion Rates Increase 35%
Total Transaction Volume €15bn
DRAFT
Speaker Profile
 Dave (Shahar) Waiser is a serial
entrepreneur who founded and built
companies in US and Internationally
 In early 2000 – He founded Russian entity of
publicly traded Comverse and served as its
first CEO with a $300m record in total sales.
 In 2005 he moved to San Francisco, where
he spent five years building his new start-up
called Loyalize (acquired by Viggle).
 In 2010 he founded Gett (previously
GetTaxi)
Dave Waiser
Founder & CEO
Key Company Facts
63
Mobility
Global On-demand Transportation Company
Company Profile Gett @ NOAH
 Gett is a global ridesharing app built on a simple idea – if you treat drivers
better, they will treat riders better.
 Our commitment to offering drivers a more kind, transparent, and fair service is
demonstrated by market-leading pay structures, in-app tipping, and 24/7 live
support – resulting in the best rated drivers in the industry
 In addition to legal, safe and professional drivers, we provide our passengers
with fixed fares that beat the meter in London
 Gett has expanded to more than 100 cities in Europe. In London alone, more
than half of all black cabs run on Gett. In NYC, we are already the fastest
growing ridesharing app, and are on-track to become the second-largest
player in that market. We’re also the global leader in business ground travel,
trusted by over 6,000 leading corporations worldwide
 Business / revenue model: Ride commissions
Key Corporate Facts
Headquarters Tel Aviv, Israel
Founded 2010
Funding €590m
Employees Over 1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Volkswagen, Access
Industries, Vostok New
Ventures
Previous NOAH Content Gett at NOAH
Traffic Apr-16 Apr-17
Unique Users 113k 359k
Visits 557k 720k
Minutes 02:00 02:21
Sessions
Mobile: 67%
Desktop: 33%
Mobile: 60%
Desktop: 40%
Apr 2017
Sources
Direct 28%, Search 41%,
Referrals 19%, Social 6%, Mail
6%, Other 0%
Attendees @ NOAH
Dave Waiser Founder & CEO
Nadav Zohar
Head of Corporate
Development
Roi More Co-Founder
Main Presentation Topics
1. Discuss Gett's growth in Europe and
US: past, present and future
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
DRAFT
Speaker Profile
 Nadav is responsible for international
development of Gett, pursuing strategic
business opportunities and partnerships,
overseeing fundraising and investor relations
 Nadav brings over 20 years of experience in
investment banking, M&A and advisory
assignments. Nadav headed the investment
banking business of Morgan Stanley in
Israel and held public company roles. Nadav
was the chairman and an investor in Soluto
(sold to Asurion in 2013). Nadav is a board
member of Matomy
 Nadav Zohar holds an MSc in Finance from
the London Business School
Nadav Zohar
Global Head of
Corporate Development
Key Company Facts
64
Mobility
Global On-demand Transportation Company
Company Profile Gett @ NOAH
 Gett is a global ridesharing app built on a simple idea – if you treat drivers
better, they will treat riders better.
 Our commitment to offering drivers a more kind, transparent, and fair service is
demonstrated by market-leading pay structures, in-app tipping, and 24/7 live
support – resulting in the best rated drivers in the industry
 In addition to legal, safe and professional drivers, we provide our passengers
with fixed fares that beat the meter in London
 Gett has expanded to more than 100 cities in Europe. In London alone, more
than half of all black cabs run on Gett. In NYC, we are already the fastest
growing ridesharing app, and are on-track to become the second-largest
player in that market. We’re also the global leader in business ground travel,
trusted by over 6,000 leading corporations worldwide
 Business / revenue model: Ride commissions
Key Corporate Facts
Headquarters Tel Aviv, Israel
Founded 2010
Funding €590m
Employees Over 1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Volkswagen, Access
Industries, Vostok New
Ventures
Previous NOAH Content Gett at NOAH
Traffic Apr-16 Apr-17
Unique Users 113k 359k
Visits 557k 720k
Minutes 02:00 02:21
Sessions
Mobile: 67%
Desktop: 33%
Mobile: 60%
Desktop: 40%
Apr 2017
Sources
Direct 28%, Search 41%,
Referrals 19%, Social 6%, Mail
6%, Other 0%
Attendees @ NOAH
Dave Waiser Founder & CEO
Nadav Zohar
Head of Corporate
Development
Roi More Co-Founder
Main Presentation Topics
1. Discuss Gett's growth in Europe and
US: past, present and future
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
DRAFT
 Johannes Reck co-founded GetYourGuide in
2009 and currently is the Chief Executive
Officer of the company
 Apart from GetYourGuide, Johannes serves
as a Board Member for LocalUncle, a
location-based Q&A website
 Johannes has worked for The Boston
Consulting Group as a Visiting Associate.
 Johannes holds a Master’s Degree in
Biochemistry from the Swiss Federal Institute
of Technology
 Johannes led GetYourGuide to its first venture
capital round while still in the university
Johannes Reck
Co-Founder & CEO
Key Company Facts
65
Travel & Tourism
Booking Platform for Tours and Activities
Company Profile GetYourGuide @ NOAH
 GetYourGuide collects and categorizes all the world's things to do so people
research less and do more. Electric bike tours around Paris, skip-the-line
tickets to the Vatican museums, cooking classes in Thailand, or double-decker
bus tours of New York City, GetYourGuide covers every category of activity in
nearly every corner of the globe
 GetYourGuide's global network of activity suppliers upload products, receive,
and manage their bookings and payments through a simple, centralized
system. Travelers can then easily find and book all of these offers on
GetYourGuide.com, choosing the one that best suits their travel dreams and
their budget
 GetYourGuide works with a network of over 1,000 partners, including
TripAdvisor, Thomas Cook.de, Kayak, and Expedia, and holds offices in Berlin,
Las Vegas, and Zurich
 Business / revenue model: Commissions
 Addressable market size: $100bn
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Johannes Reck
Co-Founder
& CEO
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2009
Funding $96m
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors
KKR, Highland Capital
Partners, Spark Capital,
Sunstone Capital
Previous NOAH Content GetYourGuide at NOAH
Website getyourguide.com
Traffic Apr-16 Apr-17
Unique Users 510k 1.9m
Visits 1.6m 3.7m
Minutes 02:51 02:35
Sessions
Mobile: 46%
Desktop: 54%
Mobile: 47%
Desktop: 53%
Apr 2017
Sources
Direct 13%, Search 69%,
Referrals 14%, Other 4%
Speaker Profile
DRAFT
Speaker Profile
 Rainer has been with Holtzbrinck Ventures
team since 2008
 He was responsible for Holtzbrinck
Ventures’ investments in Zalando, Quandoo
Stylight and brands4friends as well as in
HelloFresh, Scalable Capital, Move24,
Outfittery and several others
 Before coming to HV, Rainer was Head of
Business Development at 123people.com
 Prior to that, he worked at 3i and Siemens
Acceleration, where he was involved in
investments in the e-commerce sector
 Rainer studied Electrical Engineering at the
Technical University of Munich and received
his MBA at INSEAD, both with distinction
Rainer Maerkle
General Partner
Key Company Facts
66
Investors & Influencers
Early Stage VC Investor
Company Profile Holtzbrinck Ventures @ NOAH
 Founded in 2000, one of the leading independent European Internet/
Technonlgy VC funds
 HV team has invested in over 150 businesses, such as Zalando, Flixbus,
Wooga, Lazada, Global Fashion Group, Groupon, Quandoo, Flixbus,
HelloFresh, Westwing, Home24, Delivery Hero and many others
 HV’s aim is to support the founders in developing their business as intensely
as possible. This approach has made Holtzbrinck Ventures one of the most
successful European Venture Capital investors
 Business / revenue model: Venture Capital
Key Corporate Facts
Headquarters Munich, Germany
Founded 2000
Funds Raised €737m
Current Fund Size €285m
Employees 11-25
Active Markets Global
Key Investments
FlixBus, Ottonova, HelloFresh, Thermondo,
Scalable Capital, SumUp
Notable Exits Zalando, Groupon, Quandoo, Stylight
Previous NOAH Content Holtzbrinck Ventures at NOAH
Website holtzbrinck-ventures.com
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
VC, Zalando, Entrepreneurship, StartUps
Attendees @ NOAH
Rainer Maerkle Martin Weber
Christian Saller Barbod Namini
David Kuczek Jasper Masemann
Christoph Jung Nawid Ali-Abbassi
Lars Langusch Felix Klühr
DRAFT
Speaker Profile
 In his capacity as Vice President, Products &
Payments, Ludovic Houri leads the united
product team of Ingenico ePayments,
incorporating GlobalCollect and Ingenico e-
Commerce Solutions (former Ogone) assets,
to develop a global full service and omni-
channel product proposition
 Prior to his current role, Ludovic was Chief
Sales Officer of Ogone, where he was
responsible for driving the Ogone sales team
in Europe. Before joining Ogone, he was
Vice-President of Business Development of
the Mobility business line at Ingenico
 His long career in payments also includes
senior responsibilities at First Data and
American Express
Ludovic Houri
Vice President
Product
Key Company Facts
67
Payments
Online and Mobile Division of Ingenico Group
Company Profile Ingenico ePayments @ NOAH
 Ingenico ePayments is the online and mobile commerce division of Ingenico
Group
 Ingenico connects merchants and consumers, enabling businesses
everywhere to go further beyond today’s boundaries, creating the future of
global commerce
 Ingenico is the trusted partner of over 65,000 small and large merchants who
rely on us to make payments easy and secure for their customers
 With advanced data analytics, fraud management solutions and cross-border
commerce expertise, Ingenico helps merchants optimize their business and
grow into new markets around the world
 Business / revenue model: Full-service online and mobile payment
processing, associated value-added services
 Addressable market size: Global cross-border and domestic eCommerce.
Key vertical markets include Travel & Tourism, Digital Goods and Services,
Online Retail, and Tech Disruptors
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Key Corporate Facts (Ingenico ePayments)
Headquarters Hoofddorp, Netherlands
Founded 1980 (Ingenico Group)
Employees 100-1,000
Active Markets Global
Ownership Ingenico Group
Company Presentation Click here to download
Website ingenico.com
Key Operating KPIs
Total transaction flow 2016 €69bn
Total # of payments processed 2016 €664m
2016 2017 Growth
Revenues €2.3bn €2.5bn 8%
EBITDA €465m €511m 10%
Margin 20% 20% -
EV/EBITDA 11.6x 10.6x (9%)
P/E 22.4x 20.2x (10%)
Valuation Data and Financials (Ingenico
Group)
Market Cap €5.4bn
EV €5.4bn
Source: FactSet (financial and valuation data as of 16/05/2017)
Main Presentation Topics
1. Fraud
2. Conversational commerce
3. Innovations in payments
Attendees @ NOAH
Ludovic Houri VP Product & Payments
Pierre-Antoine
Vacheron
EVP Retail
David Gebhardt VP Business Operations
Sumit Arora
Director Business
Development EMEA
Simon-Pierre de
la Seigliere
Director Sales EMEA
DRAFT
 Peter Terium studied to become chartered
accountant at the Nederlands Instituut van
Registeraccountants in Amsterdam and
worked at the same time as an independent
auditor for the Dutch Ministry of Finance. In
1985 he became an audit supervisor at
KPMG, Eindhoven, the Netherlands
 From 1990 to 2002, he worked in various
senior international finance and controlling
positions in the packaging industry for
Schmalbach-Lubeca AG, Ratingen, Germany
 Peter Terium joined the RWE Group in
January 2003 and has been Chief Executive
Officer of innogy SE since 1 April 2016
Peter Terium
CEO
Key Company Facts (Group)
68
Industrials, Automation & IoT
Germany’s Largest Energy Company
Company Profile innogy @ NOAH
 innogy SE is Germany’s leading energy company, with activities in 16
countries across Europe
 With its three business segments Grid & Infrastructure, Retail and
Renewables, innogy addresses the requirements of a modern, decarbonised,
decentralised and digital energy world
 As a leader of innovation in future-oriented fields like eMobility, we are
represented in the international hot-spots of the technology industry such as
Silicon Valley, Tel Aviv, London and Berlin
 We combine the extensive expertise of our energy technicians and engineers
with digital technology partners, from start-ups to major corporates. With
planned capital investments of around €6.5- €7.0 billion (2017-2019), we are
building the power market of the future and driving forward the transformation
of the energy market
 Business / revenue model: Utility
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Peter Terium CEO
Source: FactSet (financial and valuation data as of 16/05/2017)
Main Presentation Topics
1. Transition of the energy landscape
2. Opportunities of digitalisation
3. Creative ideas
Speaker Profile
Key Corporate Facts
Headquarters Essen, Germany
Founded 2015
Employees Over 1,000
Active Markets International
Ownership Public
Company Presentation Click here to download
Previous NOAH Content innogy at NOAH
Website innogy.com
Key Operating KPIs
Renewable Capacity (May-17) 3.7 GW
Grid Length (May-17) 574k km
Number of customers 23m
2015 2016
Revenues €45.6bn €43.6bn
Adjusted EBITDA €4.5bn €4.2bn
Adjusted Net Income N/A €1.1bn
Valuation Data and Financials
Market Cap €20.3bn
DRAFT
 Dror Efrat is the Founder and Chief
Executive Officer at Investing.com
 Investing.com is a global financial portal and
the fastest growing financial information
platform, composed of 23 languages and 30
local editions providing news, analysis,
streaming quotes and charts, technical data
and financial tools covering the world's
financial markets. Investing.com was
founded as Forexpros.com but rebranded at
the end of 2012 by purchasing the
Investing.com domain for $2.45 million. Its
mobile apps are the highest ranked in the
financial market, with the highest
engagement levels globally
Dror Efrat
Founder & CEO
Key Company Facts
69
Fintech
Global Financial Portal & Platform
Company Profile Investing.com @ NOAH
 Founded in 2007, Investing.com is a definitive source for tools and information
relating to the financial markets such as real-time quotes and streaming charts,
up-to-date financial news, technical analysis, brokers directory listings,
economic calendar, tools & calculators
 The site provides in-depth information on Indices, Stocks, Currencies, Futures
and Options, Commodities, Rates & Bonds as well as Funds
 With a growing readership worldwide, Investing.com is a leading global
financial portal that is constantly committed to launching innovative features
and sections to ensure an optimal one-stop source for its readers
 As a global information platform, Investing.com works with leading banks and
institutions on launching joint Apps and data-driven online marketing
 Business / revenue model: Advertising, subscription, white label projects
 Addressable market size: $20bn (global digital financial advertising)
Speaker Profile
Traffic Apr-16 Apr-17
Unique Users 10.28m 11.5m
Visits 86.4m 95.5m
Minutes 07:00 10:16
Sessions
Mobile: 49.5%
Desktop:
50.5%
Mobile: 54%
Desktop: 46%
Apr 2017
Sources
Direct 51%, Search 41%,
Referrals 7%, Other 1%
Key Corporate Facts
Headquarters Nicosia, Cyprus
Founded 2007
Employees 100-1,000
Active Markets Global
Ownership Private
Previous NOAH Content Investing.com at NOAH
Website investing.com
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Dror Efrat Founder & CEO
Source: Market size - eMarketer
DRAFT
 Eugene Mizin is a co-founder and CEO at
JOB TODAY, Europe's leading mobile hiring
app that helps businesses find staff in 24
hours
 Prior to co-founding JOB TODAY, Eugene
was a product manager at Skype and eBay,
and most recently an investor at Mangrove
Capital, a venture firm behind Skype and
Wix
 Eugene worked in finance at First Union
Bank (now Wells Fargo) after graduating
from the University of Maryland College Park
and later earned an MBA from Georgetown
University
Eugene Mizin
Co-Founder & CEO
Key Company Facts
70
B2B & SaaS
#1 Hiring App for Hospitality, Retail and More
Company Profile JOB TODAY @ NOAH
 JOB TODAY is #1 hiring app
 The mission touches everyone, every single day, from Rio to New York to
Moscow. The company uses mobile technology to help millions of people find
a job the same day. A job brings a pay check, but it also brings back self-
esteem and dignity to people. This is what Job Today does, one job at a time
 The international team comes from Skype, eBay, and Bain. Based in
Luxembourg City, Job Today is backed by one of the world’s leading venture
capital firms
 Business / revenue model: List fees / Lead Generation
 Addressable market size: €100m
Speaker Profile
Key Corporate Facts
Headquarters Luxembourg, Luxembourg
Founded 2015
Funding $65m
Employees 11-50
Active Markets International
Ownership Private – VCs
Key Investors Accel Partners, Mangrove, RTL, Flint Capital
Previous NOAH Content JOB TODAY at NOAH
Website jobtoday.com
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Eugene Mizin Co-Founder & CEO
Key Operating KPIs
Registered Users (Mar-17) 2.5m
Registered Employers (Mar-17) 200k
DRAFT
Speaker Profile
 JUNIQE Co-Founder and Managing Director
Lea Lange leads Art Buying, Merchandising,
Content and Branding
 Prior to JUNIQE, she was a part of the Fab
Europe Management Team as Executive
Director of Strategy and Analytics, before
building up the Merchandising Department
at Casacanda in her role as Head of Buying
 Lea has a BSc in Finance & Accounting from
LMU Munich and the University of St.
Gallen, and an MSc from ESADE Business
School
 In 2016, Lea Lange is named on the Forbes
30 Under 30 Europe list, for the sector E-
Commerce & Retail
Lea Lange
Founder & Managing
Director
Key Company Facts
71
Consumer Goods, Retail & Ecommerce
Online Marketplace for Affordable Art
Company Profile JUNIQE @ NOAH
Main Presentation Topics
1. Business Model
2. Market Overview
3. Future Growth
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
Growth stage investment
opportunities (Series C and
beyond)
Key Hires Interest
No specific needs
Attendees @ NOAH
Marc Pohl Founder & MD
Lea Lange Founder & MD
 JUNIQE is the leading destination for affordable art across four verticals: Wall
Art, Fashion, Home Accessories and Stationery
 JUNIQE first went live in January 2014. Since then, the Berlin-based start up
experienced tremendous growth and successfully established itself as the
European affordable art market leader
 JUNIQE produces on demand and ships its products to 13 countries across
Europe. Its core markets include DACH, France, The Netherlands and the UK
 Featuring everything from Framed Premium Posters to Women´s Sweatshirts
to Cushions to Notebooks, JUNIQE´s product portfolio includes a wide array of
merchandise
 Business / revenue model: Commissions
 Addressable market size: €28bn
Source: Market size – TEFAF 2017 Global Art Market Report (excludes sales through auction houses)
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2014
Funding €20m
Employees 100-1,000
Active Markets International
Ownership Private - VCs
Key Investors
Highland Europe, Vorwerk
Ventures, Redalpine,
HTGF
Website juniqe.com
Key Operating KPIs
YoY Sales Growth >80%
Raw Margin >60%
Return Rate ~10%
CM3 Margin Profitable
2016
Revenues €11-50m
EBITDA Not profitable
DRAFT
Speaker Profile
 At JUNIQE Marc leads all fundraising,
finance, product and operations activities
 Marc started his professional career as an
investment banker at Credit Suisse in
Franfkurt and London. He later became
COO at Casacanda, and prior to founding
JUNIQE served as Vice President Logistics
& Operations Europe at Fab.com
 Marc has a B.Sc in Business Administration
& Corporate Management (First Class
Honours) from the WHU - Otto Beisheim
School of Management
 In 2016, Marc was named on the prestigious
Forbes 30 Under 30 Europe list, for the
sector E-Commerce & Retail
Marc Pohl
Founder & Managing
Director
Key Company Facts
72
Consumer Goods, Retail & Ecommerce
Online Marketplace for Affordable Art
Company Profile JUNIQE @ NOAH
 JUNIQE is the leading destination for affordable art across four verticals: Wall
Art, Fashion, Home Accessories and Stationery
 JUNIQE first went live in January 2014. Since then, the Berlin-based start up
experienced tremendous growth and successfully established itself as the
European affordable art market leader
 JUNIQE produces on demand and ships its products to 13 countries across
Europe. Its core markets include DACH, France, The Netherlands and the UK
 Featuring everything from Framed Premium Posters to Women´s Sweatshirts
to Cushions to Notebooks, JUNIQE´s product portfolio includes a wide array of
merchandise
 Business / revenue model: Commissions
 Addressable market size: €28bn
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2014
Funding €20m
Employees 100-1,000
Active Markets International
Ownership Private - VCs
Key Investors
Highland Europe, Vorwerk
Ventures, Redalpine,
HTGF
Website juniqe.com
Main Presentation Topics
1. Business Model
2. Market Overview
3. Future Growth
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
Growth stage investment
opportunities (Series C and
beyond)
Key Hires Interest
No specific needs
Attendees @ NOAH
Marc Pohl Founder & MD
Lea Lange Founder & MD
Key Operating KPIs
YoY Sales Growth >80%
Raw Margin >60%
Return Rate ~10%
CM3 Margin Profitable
2016
Revenues €11-50m
EBITDA Not profitable
Source: Market size – TEFAF 2017 Global Art Market Report (excludes sales through auction houses)
DRAFT
 Talmon Marco is currently the CEO and co-
founder of Juno - a new approach to ride
sharing. At Juno, drivers are truly partners by
earning ownership in the company with every
ride they take​
 Prior to Juno, Marco co-founded and sat as
CEO of Viber which was sold in early 2014.
Talmon​ has​ also co​-​founded and sat as CEO
for both Expand Networks​ and​ later iMesh
 Talmon, who was ​born in Israel,​ ​completed a
degree in Computer Science and
Management from Tel-Aviv University​ and
​later ​moved to the United States
Talmon Marco
Co-Founder & CEO
Key Company Facts
Mobility
Ride-sharing App
Company Profile Juno @ NOAH
 Juno is a US startup company in the ride-sharing space
 Juno has an equity structure that will facilitate drivers owning fifty percent of
the founder's equity by 2026
 Juno launched its ride sharing services in New York City
 The company has been acquired by Gett for $200m
 Business / revenue model: Taxi fee-based
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
Interview with Target Global
Attendees @ NOAH
Talmon Marco Co-Founder & CEO
Key Corporate Facts
Headquarters New York, NY, US
Founded 2015
Employees 10-100
Active Markets International
Ownership Private
Website gojuno.com
Valuation Data and Financials
EV $200m
Source: FactSet (financial and valuation data as of 16/05/2017)
Speaker Profile
DRAFT
 Igor is a Co-Founder of Juno
 Igor Magazinnik is an Israeli-Belarusian
entrepreneur and businessman, best known
as the CTO and co-founder of Viber
 Igor was born in Nizhny Novgorod. At 16 age,
he moved to Israel, where he graduated from
high school
 After that he worked as a programmer,
served 3 years in the Army, he graduated
from the university. Then they with Talmon
Marco founded his first start-up iMesh.
Igor Magazinnik
Co-Founder
Key Company Facts
Mobility
Ride-sharing App
Company Profile Juno @ NOAH
 Juno is a US startup company in the ride-sharing space
 Juno has an equity structure that will facilitate drivers owning fifty percent of
the founder's equity by 2026
 Juno launched its ride sharing services in New York City
 The company has been acquired by Gett for $200m
 Business / revenue model: Taxi fee-based
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
Interview with Target Global
Attendees @ NOAH
Igor Magazinnik Co-Founder
Key Corporate Facts
Headquarters New York, NY, US
Founded 2015
Employees 10-100
Active Markets International
Ownership Private
Website gojuno.com
Valuation Data and Financials
EV $200m
Source: FactSet (financial and valuation data as of 16/05/2017)
Speaker Profile
DRAFT
 Adrian joined Just Eat in 2011. He leads all
country teams globally across sales, marketing,
operations and customer care
 He joined Just Eat from Spotify, where as
Director of European Business Development he
led a partnerships team across seven countries.
Prior to Spotify, Adrian spent six years at
Google in a variety of senior management roles
in California and London
 Prior to his time at Google, he taught
undergraduate Economics at Harvard University
and was part of the executive team at Ask
Jeeves
 Adrian holds MBA from Harvard Business
School and a Bachelor of Arts in Philosophy,
Politics and Economics from the University of
Oxford
Adrian Blair
COO
Key Company Facts
75
Food & Restaurants
Network of Online Food Ordering Sites
Company Profile Just Eat @ NOAH
 Just Eat operates a leading global marketplace for online food delivery,
providing 18.2 million customers with an easy and secure way to order and
pay for food from our 71,000 Restaurant Partners
 Since we launched in Denmark in 2001, we have become market leader in a
further 11 markets. Our scale creates compelling network effects
 Business / revenue model: Order Commissions
 Addressable market size: £23.1bn
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Adrian Blair COO
Key Corporate Facts
Headquarters London, UK
Founded 2001
Employees Over 1,000
Active Markets International
Ownership
Public
LSE
Company Presentation Click here to download
Website just-eat.com
Valuation Data and Financials
Market Cap €4.7bn
Source: FactSet (financial and valuation data as of 16/05/2017)
Speaker Profile
Key Operating KPIs
Orders 2016 136.4m
2016 2017 Growth
Revenues €376m €497m 32%
EBITDA €115m €162m 41%
Margin 31% 33% 2%
EV/EBITDA 34.4x 24.5x (29%)
P/E 55.4x 40.1x 84%
DRAFT
 Stephan R. Fanderl, born in 1963, is
Managing Director of SIGNA Retail since the
beginning of 2015 and CEO of Karstadt
Warenhaus GmbH since October 2014 after
heading the Supervisory Board of Karstadt
 Prior, he held the position of President
Emerging Markets East at Walmart Inc. and
from 2001 to 2007 he was Member of the
Executive Board at the REWE Group as well
as of the Metro AG from 1997 to 2011
 After his course of studies he began his
career at Kienbaum Management
Consultants in Düsseldorf from 1991 to 1996
 Contact Karstadt: marketplace@karstadt.de
Key Company Facts
76
Consumer Goods, Retail & Ecommerce
German Department Store Chain
Company Profile Karstadt @ NOAH
 Karstadt has been a leading department store business in Germany for 135 years. It is
situated at AAA locations all over Germany, has a strong customer base of 240 million
visitors per year, and enjoys a unique reputation with more than 90% brand awareness.
Karstadt maintains a strong focus on the local customer: 30 to 40% of the assortment is
local. Karstadt is a multi-category leader with nation-wide availability of retail space and a
strong logistics network
 It operates a physical assortment base of one million items. The human touch is important
to the customer in many areas. Karstadt’s people, with their in-depth knowledge of the
local customer, deliver exactly this.The strategy of Karstadt is to transform a well-
established traditional retail organization to an omnichannel retail platform in Central
Europe. With this move, Karstadt is enabling foreign offline players as well as pure online
players to enter the German/European market place. Karstadt itself also operates a fast
growing profitable online business with Karstadt.de and Dress for Less
 Karstadt belongs to Signa Retail. This includes not only a department store group but also
a premium group (the KaDeWe Group), a sports group (with Karstadt Sports,
Internetstores, Probikeshop, Tennis-Point, Outfitter) and a food & restaurant platform. It
has combined sales of 3.8 billion euros and 18,000 staff members
 Addressable market size: €90bn
Doing Business @ NOAH
Service Provider Interest
E-Commerce Services, Offline
Services, Marketing, Analytics
Partnerships Interest
Cooperations in online-marketplaces;
offline partnerships for onliners
M&A Interest
Companies that enlarge Karstadt’s
platform approach
Key Hires Interest
No specific needs
Main Presentation Topics
Karstadt - From Department Store to
the Marketplace of Tomorrow
1. Karstadt develops in partnerships
2. Department Store Transformation:
Marketplace of Tomorrow
3. Fireside Chat
Attendees @ NOAH
Stephan
Fanderl
CEO
Key Corporate Facts
Headquarters Essen, Germany
Founded 1881
Employees Over 10,000
Active Markets Domestic
Ownership Signa Retail
Website karstadt.de
Traffic Apr-16 Apr-17
Unique Users 412k 625k
Visits 1.2m 1m
Minutes 03:36 03:41
Sessions
Mobile: 43%
Desktop: 57%
Mobile: 42%
Desktop: 58%
Apr 2017
Sources
Direct 35%, Search 50%,
Referrals 10%, Other 5%
Speaker Profile
2016
Revenues +€2bn
EBITDA €35-70m
Stephan Fanderl
CEO
DRAFT
Speaker Profile
 Oliver Dlouhy is the co-founder and CEO of
Kiwi.com (formerly known as Skypicker), a
booking app that helps users find and book
low-cost flights around the world
 Oliver founded Kiwi.com in 2012 when he,
as a broke student, was trying to find the
cheapest flights for a vacation in Portugal.
That was when he got the idea of combining
the flights of airlines that don’t cooperate
with each other into one itinerary
 His company has turned into one of the most
successful and fastest-growing startups in
Central Europe
Oliver Dlouhy
Co-Founder & CEO
Key Company Facts
77
Travel & Tourism
Online Travel Agency with a Unique Flight
Search Algorithm
Company Profile Kiwi.com @ NOAH
 Kiwi.com, formerly known as Skypicker, is an online travel agency with
groundbreaking Virtual Interlining Technology and a focus on exceptional
customer service
 Our unique flight search algorithm allows our customers to combine flights
from airlines which do not normally collaborate onto a single itinerary, often
resulting in significant savings
 Kiwi.com was established in April 2012, funded by the angel investment of Jiri
Hlavenka, a well-known Czech entrepreneur. The first public beta was
launched in May 2012 and it was very well received by both users and
journalists
 In December 2013, Kiwi.com acquired WhichAirline.com
 Business / revenue model: Margin on ticket sales
 Addressable market size: €600bn
Key Corporate Facts
Headquarters Brno, Czech Republic
Founded 2012
Funding €1.5m
Employees Over 1,300
Active Markets Global
Ownership Private – Business Angels
Key Investors Jiri Hlavenka
Website kiwi.com
Main Presentation Topics
1. Identifying gaps in the travel market
2. A new approach to Product Platforms
3. Retaining the spirit of a start-up
Doing Business @ NOAH
Key Hires Interest
German speakers, people
with German as well as
English skills
• UX Leads
• Product Managers
• Senior Python
Developers
• Senior Marketing roles
Attendees @ NOAH
Oliver Dlouhy Co-Founder & CEO
Traffic Apr-16 Apr-17
Unique Users <5k 1.7m
Visits 6k 3.9m
Minutes 08:16 11:47
Sessions
Mobile: 16%
Desktop: 84%
37%
63%
Apr 2017
Sources
Direct 43%, Referrals 43%,
Search 6%, Mail 4%, Other 4%
2016
Revenues €120m
EBITDA €10-20m
DRAFT
Speaker Profile
 With a number of leadership positions in
industry and consulting already under his
belt, Gisbert Rühl joined the Klöckner & Co
Management Board as CFO in 2005
 CEO since November 1, 2009 and CFO from
July 2005 to December 2012
 Gisbert Rühl is currently driving forward
Klöckner & Co’s digital transformation and
the development of an open industry platform
in which the company plays a pioneering role
within the steel industry
Gisbert Rühl
CEO
Key Company Facts
78
Industrials, Automation & IoT
Leading Steel and Metal Products Distributor
Company Profile Klöckner & Co @ NOAH
 Klöckner & Co is one of the largest producer-independent distributors of steel
and metal products and one of the leading steel service center companies
worldwide
 Based on its distribution and service network of around 170 locations in 12
countries, the Group supplies more than 130,000 customers. In addition to
companies in the construction industry as well as machinery and mechanical
engineering, Klöckner & Co serves customers in the automotive and chemical
industry, in shipbuilding and in fields of household appliances, consumer
goods and energy
 Currently Klöckner & Co has around 8,700 employees. The Group had sales of
around €5.7 billion in fiscal 2016
 Business / revenue model: Stockholding Steel Distribution
 Addressable market size: €200bn
Doing Business @ NOAH
Service Provider Interest
Digital Services
Partnerships Interest
No specific needs
M&A Interest
Fabrication companies that provide
higher value-add services, start-ups
that support our platform strategy
Key Hires Interest
Software Developer
Main Presentation Topics
1. Digitalization
2. Platforms
3. Steel and metal distribution
Attendees @ NOAH
Gisbert Rühl CEO
Christian
Pokropp
Managing Director
Kloeckner.i
Moritz Fischer
Managing Director
Kloeckner.v
Key Corporate Facts
Headquarters Duisburg, Germany
Founded 1906
Employees 8,700
Active Markets International
Ownership
Public
FWB
Company Presentation Click here to download
Website kloeckner.com
Key Operating KPIs
Shipments 2016 6.1m tons
Products 200k
Customers 130k
Suppliers 50
2016
Revenues €5.7bn
EBITDA €196m
Margin 3%
EV/EBITDA 7.5x
P/E 25.3x
Valuation Data and Financials
Market Cap €974m
EV €1.5bn
Source: FactSet (financial and valuation data as of 16/05/2017)
DRAFT
 Alexander Graubner-Müller believes in
algorithms and statistical data as the blocks
for the next Industrial Revolution
 Having led the tech-side of Kreditech as
CTO for three years, he took over the CEO
responsibilities in mid-November 2015
 Prior to Kreditech’s founding, Alexander co-
founded and sold the prediction-market
engine PredictX. Before he managed
engineering and product development at
Rocket Internet. Prior to that he worked as a
financial engineer together with the research
team at LGT Capital Management
 He completed his studies at the University of
St. Gallen and the Swiss Institute of
Technology
Alexander Graubner-
Müller
Founder & CEO
Key Company Facts
79
Fintech
Digital Banking Platform
Company Profile Kreditech @ NOAH
 Kreditech Group’s mission is to improve financial freedom for the underbanked
by the use of technology. Combining non-traditional data sources and machine
learning, the company is aiming to provide access to better credit and a higher
convenience for digital banking products
 Its unique scoring technology enables it to score, underwrite and payout to
“underbanked” people, those with little or no credit history. The product
offerings include consumer loans, a digital wallet and a personal finance
manager designed to help customers manage their credit score and plan their
spending. Kreditech also offers a “Lending as a Service” model, allowing
partners to integrate customized credit products via an API into their own
platform and services
 Business / revenue model: Interest
 Addressable market size: 2 billion underbanked people
Speaker Profile
Key Corporate Facts
Headquarters Hamburg, Germany
Founded 2012
Funding $283m
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors
PayU, Rakuten, IFC, J.C. Flowers & Co., Kreos Capital, Global
Founders Capital, Blumberg Capital
Previous NOAH Content Kreditech at NOAH
Website kreditech.com
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
Partners interested in offering credit
products
M&A Interest
No specific needs
Key Hires Interest
Product managers, Software
engineers, Data scientists, AI
experts, financial services
professionals
Main Presentation Topics
How Lending as a Service can create
new financial possibilities
Attendees @ NOAH
Alexander
Graubner-Müller
Founder & CEO
Key Operating KPIs
Total loans scored >1.5m
Total loan origination €350 m
DRAFT
Speaker Profile
 Klaus is one of the leading European venture
capitalists and is or has been involved in
numerous successful internet investments
including QXL/Tradus, Skype, Facebook,
king.com, XING, Airbnb and Spotify
 He invests in promising start-ups that have
the potential to become major players in the
internet space
 Klaus started his career at Bertelsmann. He
joined AOL Germany in 1995 where he was
as board member responsible for business
development, content and advertising sales
 He was also involved in the establishment of
Freenet, worked for Apax Partners and was a
partner of Benchmark Capital before founding
Lakestar
Klaus Hommels
Founder & CEO
Key Company Facts
80
Investors & Influencers
Global Venture Capital Firm
Company Profile Lakestar @ NOAH
 Lakestar is a global venture capital company, with offices in Zurich, Berlin, and
London
 We identified highly disruptive technology companies across all stages of their
lifestyle – seed to growth – and across consumer and B2B business models.
Most importantly, Lakestar has been a preferred partner for US entrepreneurs
considering international expansion, as well as European entrepreneurs
wanting to go global
 Selected identified investments include Spotify, Oscar, Harry’s, MakerStudios,
SoFi, Cadre, Algomi, Klarna, Taulia, as well as many early stage companies
across the US and Europe
 Business / revenue model: Venture Capital
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Klaus Hommels Founder & CEO
Key Corporate Facts
Founded 2012
Funds Raised $534m
Current Fund Size $385m
Employees 11-25
Active Markets Global
Notable Exits Facebook, Skype
Previous NOAH Content Lakestar at NOAH
Website lakestar.com
Key Portfolio Companies
Key Investments Spotify, Harry‘s
DRAFT
Speaker Profile
 Carsten Spohr has been Chairman of the
Executive Board and CEO of Deutsche
Lufthansa AG since May 2014
 He has been a Member of the Executive
Board of Lufthansa Group since January
2011 and held various executive functions
since October 1994 including CEO of
Lufthansa German Airlines as well as CEO of
Lufthansa Cargo AG
 He holds a degree in industrial engineering
and a Lufthansa captain´s license for the
aircraft of the Airbus A320 family
 He completed a management training course
at Deutsche Aerospace AG before pursuing
his career at Deutsche Lufthansa AG
Carsten Spohr
Chairman of the
Executive Board &
CEO
Key Company Facts
81
Mobility
Global Aviation Group
Company Profile Lufthansa Group @ NOAH
 The Lufthansa Group is a global aviation group with a total of 540 subsidiaries
and equity investments, which in the financial year 2016 were organised into
the Passenger Airline Group, Logistics, MRO, Catering and Other business
segments
 Passenger transport is the largest business segment in the Lufthansa Group.
The Passenger Airline Group comprises Lufthansa, Eurowings (including
Germanwings), SWISS, Austrian Airlines and Brussels Airlines. Equity
interests in SunExpress are strategic addition to the portfolio
 The service companies, which are leaders on the global market, strengthen
the Lufthansa Group by actively exploiting growth opportunities in the Cargo,
MRO, Catering and Financial Services segments
 Business / revenue model: Tickets
Attendees @ NOAH
Carsten Spohr CEO
Christoph Meier
Head of Communication Strategy, Planning and
Operations, Lufthansa Group
Gleb Tritus
Director Venture Development, Lufthansa Innovation
Hub (100% subsidiary of Lufthansa Group, driving
digitalization with a focus on startups and business model
innovation)
Key Corporate Facts
Headquarters Cologne, Germany
Founded 1955
Employees Over 1,000
Active Markets Global
Ownership
Public
FWB
Company Presentation Click here to download
Previous NOAH Content Lufthansa at NOAH
Website lufthansagroup.com
Key Operating KPIs
Passengers 2016 110m
Revenue seat-kilometres 227bn
Flights 1m
Cargo load factor 66.6%
Q1 2016 Q2 2017 Growth
Revenues €6.9bn €7.7bn 11%
EBITDA €343m €438m 28%
Margin 5% 5.7% 0.7%
Valuation Data and Financials
Market Cap €7.6bn
DRAFT
Speaker Profile
 Chris is the founder and CEO of Lyst
 Prior to founding Lyst, Chris was an investor
at Benchmark Capital and Balderton in
London, focusing on early-stage consumer
web investments
 He has an MA in Physics and Philosophy
from Cambridge University, where he was a
DERA scholar
Chris Morton
Founder & CEO
Key Company Facts
82
Luxury & Fashion
Global Fashion Search Platform
Company Profile Lyst @ NOAH
 Lyst is the world’s largest fashion search platform, used by over 60m people
globally
 Offering over 4 million fashion products from thousands of the world’s leading
fashion brands and stores, Lyst brings together the widest inventory in luxury
and contemporary fashion online
 Lyst is backed by top tier investors including Accel, Balderton, Draper Esprit,
and the team behind LVMH
 Business / revenue model: Commissions
 Addressable market size: $245bn
Key Corporate Facts
Headquarters London, UK
Founded 2010
Funding €60m
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Accel Partners, Balderton,
DFJ, LVMH
Previous NOAH Content Lyst at NOAH
Website lyst.com
Main Presentation Topics
1. Fashion Ecommerce
2. Internationalisation
3. Vertical search
Doing Business @ NOAH
Service Provider Interest
Ecommerce Services
• Platforms
Marketing
• Advertising Network
• Affiliate Marketing
Key Hires Interest
Product and Engineering
Attendees @ NOAH
Chris
Morton
Founder & CEO
Key Operating KPIs
Annual Shoppers 62m
GMV (2016) $215m
YoY Revenue Growth 60%
2016
Revenues €11-50m
EBITDA Undisclosed
DRAFT
Speaker Profile
 Fabian Siegel is a passionate entrepreneur
 Prior to launching Marley Spoon in 2014,
built a global leader in online food ordering
at Delivery Hero, co-founded Europe's
largest online payments brand ClickandBuy
International, Germany's first online auction
business Kikin, and a financial services
startup Strateer
 He is now investing in startups and building
Marley Spoon, a global company available in
six countries worldwide
Fabian Siegel
Co-Founder & CEO
Key Company Facts
83
Food & Restaurants
Recipe Box Delivery Service
Company Profile Marley Spoon @ NOAH
 Marley Spoon is a recipe box delivery service that provides delicious recipes
with seasonal ingredients, in exact quantities, to cook at home
 Marley Spoon is disrupting the grocery industry and helping millions of people
to cook better and live smarter by radically reducing food waste
 Founded in 2014 by Fabian Siegel and Till Neatby, Marley Spoon is available
in Germany, the Netherlands, Austria, Belgium, the US and Australia
 Customers can select the recipes they’d like to receive from weekly changing
menus and Marley Spoon delivers the recipes with high quality ingredients
from trusted producers and suppliers
 Marley Spoon operates more efficiently than any supermarket, with a
constrained supply chain, zero food waste, and centralised facilities servicing
each country
 Business / revenue model: Ecommerce
Main Presentation Topics
1. Disruption of the grocery industry
2. Wasteful supermarkets
3. Meal kits changing consumer habits
Attendees @ NOAH
Fabian Siegel Co-Founder & CEO
Traffic Apr-16 Apr-17
Unique Users 21k 91k
Visits 77k 221k
Minutes 05:44 01:31
Sessions
Mobile: 42%
Desktop: 58%
Mobile: 56%
Desktop: 44%
Apr 2017
Sources
Direct 35%, Search 36%,
Referrals 13%, Social 7%, Mail
4%, Other 5%
2016
Revenues €20m
EBITDA Undisclosed
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2014
Funding $27m
Employees 100-1,000
Active Markets Global
Ownership Private - VCs
Key Investors
QD Ventures, Kreos
Capital, Lakestar
Previous NOAH Content Marley Spoon at NOAH
Website marleyspoon.com
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
DRAFT
 Juergen Schuebel – Vice President Market
Development and Head of European Acceptance
Development at Mastercard
 In this role he is developing and driving the
strategies and business development that further
the company´s role in the merchant and
acceptance ecosystem across whole Europe
 Juergen is an international experienced manager in
the banking, financial services and payments
industry focused on building partnerships, driving
sales and creating new business anticipating the
digitalization, technology, regulatory and social
trends
 He started his career at Deutsche Bank, enjoyed
working in start-up environments like with
Vcheque.com, Singapore, or with Pago
eTransaction Services and worked in various
international roles and locations
Juergen Schuebel
Vice President Market
Development
Key Company Facts
84
Payments
Payment Processing Company
Company Profile Mastercard @ NOAH
 Mastercard provides payment processing products and solutions, and related
consulting services. It serves consumers and businesses in the United States
and internationally
 The company offers credit, debit, prepaid, personal, commercial, chip, and
contactless cards; loyalty and reward solutions; and cardholder benefits and
services. It also provides payment processing solutions; and payment security
and fraud management solutions to monitor, detect, and fight fraud through the
transaction lifecycle. In addition, it offers payment-focused consulting,
information, and outsourcing services to financial institutions and merchants;
and franchising activities
 Business / revenue model: Credit card fees
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
TBD TBD TBD TBD
Key Corporate Facts
Headquarters Purchase, NY, US
Founded 1966
Employees Over 1,000
Active Markets Global
Ownership
Public
NYSE
Company Presentation Click here to download
2016 2017 Growth
Revenues €10.8bn €12.1bn 12%
EBITDA €6.3bn €6.9bn 11%
Margin 58% 57% 1%
EV/EBITDA 20.1x 18.2x (10%)
P/E 31.9x 28.1x (12%)
Valuation Data and Financials
Market Cap $127.6bn
Source: FactSet (financial and valuation data as of 24/05/2017)
Speaker Profile
Key Operating KPIs
Gross Dollar Volume 9%
Cross-Border Volume 12%
Switched Transactions 16%
DRAFT
 Olaf Koch has been a Member of the
Management Board of METRO AG since
2009, first as CFO and since 2012 as
Chairman of the Management Board
 Within the last five years he has been leading
the operational transformation and
digitization of the company
 In his overall more than 20 years of
professional experience he has held senior
positions at the private equity firm Permira
and at Daimler
 Before, he founded the IT company IT-
Networks which he led as CEO from 1996 to
1998
Key Company Facts
85
Consumer Goods, Retail & Ecommerce
International Retailing Company
Company Profile METRO GROUP @ NOAH
 The METRO Wholesale & Food Specialist Group is an internationally leading
specialist in wholesale and food retail
 With its sales lines METRO Cash & Carry and Real as well as its other
associated companies, METRO Wholesale & Food Specialist Group operates
in 35 countries and employs more than 150,000 people around the world. In
2015/16, METRO Wholesale & Food Specialist Group achieved sales of
around €37 billion. The company provides custom solutions to meet the
regional and international needs of its wholesale and retail customers
 Business / revenue model: Retailer
 Addressable market size: €420bn - European HoReCa Market
revenue (Sell out value)
Main Presentation Topics
1. Digitalization of hospitality industry
2. Digitalization of independent retail
3. Demerger of METRO GROUP
Attendees @ NOAH
Olaf Koch
Chairman of the
Management Board
Key Corporate Facts
Headquarters Duesseldorf, Germany
Founded 1996
Employees Over 150,000
Active Markets International
Ownership
Public
FWB
Company Presentation Click here to download
Previous NOAH Content METRO GROUP at NOAH
Website metrogroup.de
Key Operating KPIs
Locations Over 1,000
2014/15 2015/16
Revenues €37.5bn €36.5bn
EBITDA €1.6bn €1.9bn
Olaf Koch
Chairman of the
Management Board
Speaker Profile
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Source: FactSet (financial and valuation data as of 16/05/2017)
DRAFT
Speaker Profile
 Born in Vienna, Valentin studied Accounting
& Finance (M.A. HSG) at the University of St.
Gallen, Sophia University in Tokyo and
Vienna University of Economics and
Business Administration
 During his studies he worked in a number of
fields including Strategy Consulting and
Investment Banking/Mergers & Acquisition
 After graduating he joined the Internet
Incubator Rocket Internet as Entrepreneur in
Residence and was involved in building
different companies
Valentin Stalf
Founder & CEO
Key Company Facts
86
Fintech
Leading Digital-Only Banking Service
Company Profile N26 @ NOAH
 N26 is Europe’s first Mobile Bank with a full European banking license and is
setting new standards in banking
 N26 has redesigned banking for the smartphone, making it simple, fast and
contemporary. Opening a new bank account takes only eight minutes and can
be done directly from your smartphone. Users receive a Mastercard to pay
cashless or withdraw cash all around the world. They can block or unblock
their card with a simple click and send money instantly to friends and contacts
 N26 was founded in early 2013 by Valentin Stalf and Maximilian Tayenthal
 Since January 2015, N26 has been available for Android, iOS, and desktop
 N26 has raised more than $55 million in funding
 Business / revenue model: Bank
 Addressable market size: €130bn (revenues), 150m (customers)
Main Presentation Topics
N/A
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2013
Funding $55m
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Horizons Ventures,
Battery Ventures, Valar
Ventures, Earlybird,
Redalpine Ventures
Previous NOAH Content N26 at NOAH
Website N26.com
Traffic Apr-16 Apr-17
Unique Users N/A 621k
Visits N/A 1.7m
Minutes N/A 04:17
Sessions
Mobile: N/A
Desktop: N/A
Mobile: 42%
Desktop: 58%
Apr 2017
Sources
Direct 41%, Search 26%,
Referrals 24%, Other 9%
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Valentin
Stalf
Founder & CEO
Key Operating KPIs
Customers (Mar-17) 300k
Total Processed Transaction Volume €3bn
Processed card transaction (2016) 10m
DRAFT
 Football has always been Lucas von
Cranach's passion. He was a supporter of 1.
FC Cologne long before he was set to
become an entrepreneur in the football
industry
 It all started in the early days of the
smartphone when Lucas realized that there
was no service providing fans with live
scores and results
 He started out with a simple SMS-service
delivering live scores to the fans’ pockets
 Only a few years later this service has
turned into one of the most successful media
platforms around the globe connecting more
than 25 million fans
Lucas von Cranach
Founder & CEO
Key Company Facts
87
Apps World
World’s Biggest Mobile Football Platform
Company Profile Onefootball @ NOAH
 With over 25 million downloads reached without marketing, Onefootball is the
biggest and most comprehensive football platform in the world covering 400
leagues in 15 languages
 Onefootball enables fans access to more than 20.000 editorial content sources
structuring content for 7.000 clubs and 130.000 players
 Providing all relevant data and stats (live scores tables and statistics) faster
than any other service Onefootball is the leading media platform for the vertical
football
 Onefootball is driven by a team of 80 football enthusiasts from 26 countries
and is backed by a group of top tier investors
 Business / revenue model: Advertising
 Addressable market size: $50bn
Speaker Profile
Key Operating KPIs
Users 25m
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2008
Funding EUR 25m
Employees 51-100
Active Markets Global
Ownership Private – VCs
Key Investors
Union Square Ventures, Earlybird, Lakestar,
adidas,
Previous NOAH Content Onefootball at NOAH
Website onefootball.com
Main Presentation Topics
1. General KPIs
2. Influencer Marketing
3. Revenue Streams
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Lucas von
Cranach
Founder & CEO
Silke
Kuisle
CFO
DRAFT
Speaker Profile
 CEO, previously Managing Director of
OneTwoTrip from 2013 to present
 Investor in OneTwoTrip, Doc+, Payture,
Golod and several other IT and digital ad
projects; independent director at Wheely,
personal driver service
 He worked in various international
investment banks (UFG, Deutsche Bank,
Barclays) in Moscow and London
 He participated in more than 20 closed
transactions, which allowed Russian
companies to attract a total of over $17bn
 Graduated from Columbia Business School
and the State University of Management
(diploma with honors)
Mikhail Sokolov
CEO & Investor
Key Company Facts
88
Travel & Tourism
Russian Online Travel Agency
Company Profile OneTwoTrip @ NOAH
 OneTwoTrip is a leading online travel service in Russia and CIS countries
 OneTwoTrip helps travelers book their travel quickly and easily: reserve a
room at a special price at 1 million hotels worldwide, book a flight from 800
airlines, book RZD train tickets to travel in Russia and CIS countries as well as
hire a car
 Customers may also purchase a Flight+Hotel package and save up to 30%
compared to booking a flight and hotel separately
 Over 10,000 travel products are booked through OneTwoTrip.com and mobile
apps for iOS and Android each day. Regular customers earn bonus points with
every purchase which can be redeemed as payment for future bookings, as
well as enjoy free extra services and 24/7 customer support
 Business / revenue model: Commissions
Key Corporate Facts
Headquarters Moscow, Russia
Founded 2011
Funding $48m
Employees 100-1,000
Active Markets International
Ownership Private - VCs
Key Investors
Vostok New Ventures,
Goldman Sachs, Bank
Saint Petersburg, Atomico
Website onetwotrip.com
Key Operating KPIs
Visitors per month (May-17) 2.7m
Gross booking value per year $400m
Cumulative apps downloads 2.5m
Travel products sold daily 15k
NPS Index 60+%
Traffic Apr-16 Apr-17
Unique Users 506k 1.2m
Visits 1.3m 2m
Minutes 09:12 05:14
Sessions
Mobile: 28%
Desktop: 72%
Mobile: 27%
Desktop: 73%
Apr 2017
Sources
Direct 23%, Search 34%,
Referrals 36%, Other 7%
Main Presentation Topics
1. E-travel in Russia & CIS
2. Why OneTwoTrip is different and
our UVP
3. How people will buy travel in the
future
4. Companies KPIs
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Mikhail
Sokolov
CEO & Investor
2016
Revenues €11-50m
EBITDA Profitable
DRAFT
 Jonathan Medved is a serial entrepreneur
and according to the Washington Post
(2007) “one of Israel’s leading high tech
venture capitalists”
 In the 2008 NY Times Supplement “Israel at
60” Medved was named one of the top 10
most influential Americans who have
impacted Israel
 Prior to OurCrowd, Medved was the co-
founder and CEO of Vringo (Nasdaq:VRNG)
and the co-founder and General Partner of
Israel Seed Partners, with $262m under
management
Jonathan Medved
Founder & CEO
Key Company Facts
89
Investors & Influencers
Global Equity Crowdfunding Platform
Company Profile OurCrowd @ NOAH
 OurCrowd is the leading global equity crowdfunding platform for accredited
investors
 Managed by a team of seasoned investment professionals, OurCrowd vets
and selects opportunities, invests its own capital, and brings companies to its
accredited membership of global investors
 OurCrowd provides post-investment support to its portfolio companies, assigns
industry experts as mentors, and takes board seats
 The OurCrowd community of almost 17,000 investors from over 110 countries
has invested over $400m into 110 portfolio companies and funds
 Business / revenue model: Crowd Funding
Doing Business @ NOAH
Service Provider Interest
Marketing
Partnerships Interest
Multinational, investment banking,
venture capital firms
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Speaker Profile
Main Presentation Topics
1. Start-up nation
2. Venture Capital
3. Crowdfunding
Attendees @ NOAH
Jon
Medved
CEO
Key Corporate Facts
Headquarters Jerusalem, Israel
Founded 2013
Funds Raised $440m
Current Fund Size $10-50m
Employees 100-1,000
Active Markets Global
Website ourcrowd.com
Key Portfolio Companies
DRAFT
Speaker Profile
 In 2012 Julia Bösch together with her co-
founder Anna Alex launched OUTFITTERY
with the vision to create a shopping
experience for men that is convenient, fun
and inspiring
 Prior to OUTFITTERY Julia lead the
internationalization of Zalando
 She studied at Columbia Business School in
New York, Munich and Madrid
Julia Bösch
Founder & Managing
Director
Key Company Facts
90
Luxury & Fashion
Online Personal Shopping Service for Men
Company Profile OUTFITTERY @ NOAH
 OUTFITTERY is the biggest personal style service for men in Europe
 Customers simply answer a few questions about their clothing style and sizes
at www.outfittery.com. OUTFITTERY then curates individual outfits which are
conveniently shipped to their homes. The outfits are selected by a combination
of algorithm and human stylists. OUTFITTERY’s goal is to make shopping
easy and enjoyable
 The Berlin-based company was founded in 2012 by Julia Bösch and Anna Alex
and now employs 300 people. 150 style experts are solely dedicated to the
fashion desires of their customers
 The company is currently active in DACH, the Netherlands, Belgium,
Luxembourg, Sweden and Denmark
 Business / revenue model: Ecommerce
 Addressable market size: €100bn (Europe)
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2012
Funding €50m
Employees 100-1,000
Active Markets International
Ownership Private – VCs
Key Investors
Highland Capital Partners, Holtzbrinck Ventures, Mangrove Capital
Partners, Northzone Capital, Octopus Ventures
Product Presentation Click here to download
Previous NOAH Content OUTFITTERY at NOAH
Website outfittery.com
Main Presentation Topics
1. The evolution of retail
2. Menswear
3. Relevance in retail
Doing Business @ NOAH
Service Provider Interest
Ecommerce Services
Marketing
Analytics
Partnerships Interest
Reseller Partnerships
Investor Interest
No specific needs
Key Hires Interest
https://www.outfittery.de/jobs
Attendees @ NOAH
Julia Bösch Founder & MD
Key Operating KPIs
Customers 500k
Brands >100
DRAFT
 Dr. Frank Keller is leading the PayPal
business in Germany, Austria, Switzerland
 He was previously responsible for the
business with large enterprise clients in the
DE/AT/CH region, including eBay; driving
acquisition, growth and strategic development
of the top merchants and brands in the
DE/AT/CH region
 Prior to that he was the General Manager of
BillSAFE and Head of Strategy & Business
Operations DACH
 He graduated from Unversity of Potsdam and
Technical University of Kaiserslautern
Dr. Frank Keller
General Manager,
DACH
Key Company Facts
91
Payments
Online Payments System
Company Profile PayPal @ NOAH
 PayPal provides online payment solutions to its users. It enables its users to
transact money through their account balances, bank accounts, credit cards,
or promotional financing without sharing financial information
 The company was founded in 1998 and is based in San Jose, California. It has
an additional office in Timonium, Maryland; a European headquarters in
Luxembourg; and an international headquarters in Singapore
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
Interview with Facebook and solarisBank
Attendees @ NOAH
Dr. Frank Keller
General Manager,
DACH
Key Corporate Facts
Headquarters San Jose, CA, US
Founded 1998
Employees Over 10,000
Active Markets Global
Ownership
Public
NASDAQ
Website paypal.com
Valuation Data and Financials
Market Cap $61.5bn
Source: FactSet (financial and valuation data as of 16/05/2017)
2016
Revenues $10.8bn
Speaker Profile
DRAFT
Speaker Profile
 Simon has joined Phocuswright as President in
November 2016
 Simon was previously the CEO of Biketec AG
and CEO of Interhome as well as deputy CEO
of the Hotelplan-Gruppe
 Simon was also active in various top
management positions at Swissport
International
 Over the years, Simon made a name for
himself beyond the Swiss borders as an online
expert of the travel industry in general, but
especially in the vacation rental industry
 Simon Lehmann is frequently invited as a
speaker for online travel events worldwide and
is asked on board as a consultant for startups
Simon Lehmann
President
Key Company Facts
92
Travel & Tourism
Travel Industry Research Authority
Company Profile Phocuswright @ NOAH
 Phocuswright is the leading global authority in travel research and events
 Time after time, Phocuswright is the first to accurately predict the impact of
emerging trends in technology and innovation on the travel industry
 Phocuswright’s market sizing and consumer research reports set the industry
standard around the world, and conferences are the largest assembly of travel
leaders, investors, CEOs, executives, and innovative startups
 Business / revenue model: Events
Main Presentation Topics
1. Innovation
2. Online Travel
3. Disruption
Doing Business @ NOAH
Service Provider Interest
Analytics
• Audience & Market Data
Partnerships Interest
Online travel data research and
conference attendance
Investor Interest
Offline and online Media and
Conference Business
Key Hires Interest
No specific needs
Key Corporate Facts
Headquarters New York, NY, US
Founded 1997
Employees 51-100
Active Markets Global
Ownership Private
Website phocuswright.com
Traffic Apr-16 Apr-17
Unique Users 21k 27k
Visits 46k 62k
Minutes 01:51 01:51
Sessions
Mobile: 4%
Desktop: 96%
Mobile: 0%
Desktop: 100%
Apr 2017
Sources
Direct 37%, Search 41%, Referrals 16%, Other 6%
Attendees @ NOAH
Simon
Lehmann
President
DRAFT
 Jody is the CEO of PhotoBox Group
 From London, via Sydney, to California and now
back in Europe, Jody’s passion is working with
innovative, consumer-facing digital and technology
businesses, helping them transform and grow
across new sectors, markets and audiences
 Prior to joining Photobox Group in May 2016, Jody
spent a decade at eBay in a variety of roles,
latterly transforming the global marketing platform,
revolutionising CRM and super-charging paid
marketing with Google, Facebook & Snapchat
 He spent his formative years at PwC, McKinsey
and at Orange, where he was part of the team that
delivered the largest ever corporate European IPO
at the time
Jody Ford
CEO
Key Company Facts
93
Consumer Goods, Retail & Ecommerce
Online Retailer of Personalised Photo Products
Company Profile PhotoBox @ NOAH
Speaker Profile
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Key Corporate Facts
Headquarters London, UK
Founded 2000
Active Markets Global
Ownership Private Equity
Key Investors Exponent Private Equity
Website group.photobox.com
 Photobox Group is Europe’s leading digital consumer service for personalised
products and gifts and parent of the Photobox, Moonpig, Hofmann and
posterXXL brands
 From photobooks and unique artwork to the very latest personalised apparel,
gifts and greeting cards, the Group’s products enable customers to build closer
connections by sharing memories, celebrating great moments and injecting
personal expression into their everyday lives
 The Group has 8 physical locations in 4 countries across Europe and
generated turnover of £288.5m in the fiscal year ending 30 April 2016
 Business / revenue model: Ecommerce
Main Presentation Topics
N/A
Attendees @ NOAH
Jody Ford CEO
DRAFT
 Timo Rein is the CEO and co-founder of
Pipedrive
 Timo has over 15 years of experience as a
salesman, sales manager and software
entrepreneur
Timo Rein
Founding Co-CEO
Key Company Facts
94
B2B & SaaS
Sales CRM Software for SMBs
Company Profile Pipedrive @ NOAH
 Pipedrive makes sales CRM for companies with big ambitions. The software is
used by fast growth companies such as such as Postmates, Fortumo, Blippar
and Falcon Social as well as SMBs like 360 Services and Richland Source
 Pipedrive's roots are in direct sales. As sales managers and trainers, two of
the co-founders experienced an increasing amount of pain with CRM software.
There simply was no good solution for managing the company's sales pipeline
- so in 2010 they teamed up with talented developers to create Pipedrive, a
simple and yet powerful tool for managing sales
 Business / revenue model: SaaS, subscription-based
Speaker Profile
Traffic Apr-16 Apr-17
Unique Users 597k 700k
Visits 4.7m 6.1m
Minutes 16:29 17:36
Sessions
Mobile: 11%
Desktop: 89%
Mobile: 6%
Desktop: 94%
Apr 2017
Sources
Direct 49%, Search 8%,
Referrals 30%, Mail 11%,
Other 2%
Key Corporate Facts
Headquarters New York, NY, US
Founded 2010
Funding $32m
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Atomico, Bessemer
Venture Partners,
Rembrandt Ventue
Partners, Storm Ventures
Previous NOAH Content Pipedrive at NOAH
Website pipedrive.com
Key Operating KPIs
Customers 50k
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Timo Rain Founding Co-CEO
DRAFT
Speaker Profile
 Shaul Olmert is co-founder and CEO of
Playbuzz
 Native of Israel, Shaul spent most of his
professional career in the US where he held
several executive positions in digital media
ventures, with an emphasize on games and
entertainment content products.
 His previous roles include Vice President of
Digital Products at MTV Networks, President
of SundaySky, Chief Marketing Officer at
Conduit, Director of Business Development
at I-play and investment professional at STI
Ventures.
 Shaul holds a master’s degree in Interactive
Telecommunications from New York
University
Key Company Facts
95
Digital & Media
Storytelling Platform for Publishers, Brands
and Ad Agencies
Company Profile FinLeap @ NOAH
 Playbuzz is an award-winning storytelling platform that empowers publishers,
brands and agencies worldwide to create interactive content for editorial and
commercial purposes
 The Playbuzz platform offers engaging storytelling tools, such as polls,
quizzes, surveys, galleries, slideshows and more, that enable publishers and
brands to create, embed, distribute and monetize content on any website,
mobile app or social page
 More than 13,000 publishers and brands worldwide use Playbuzz’s desktop-
and mobile-friendly content tools to improve audience engagement, optimize
social sharing, increase site traffic and lengthen on-page viewing time
 Business / revenue model: Helping advertisers create and distribute
branded content to the most engaged
audiences at scale
 Addressable market size: $6bn (Branded Content market)
Main Presentation Topics
1. Reinventing Storytelling: how publishers can
elevate their content to align with today's
content consumption habits
2. The importance of interactivity and
engagement-focused KPIs
3. Why visual-first content is key for the
Snapchat generation
Key Corporate Facts
Headquarters New York, NY, US
Founded 2012
Funding $31m
Employees 100-1,000
Active Markets International
Ownership Private – VCs
Key Investors
Saban Ventures, The Walt Disney Company,
83North, Carmel Ventures
Website playbuzz.com
Doing Business @ NOAH
Service Provider Interest
Communications
• Content Collaboration
Marketing
• Advertising Network
• Content Marketing
• Native Advertising
• Video Advertising
Analytics
• Advertising Analytics
Attendees @ NOAH
Shaul Olmert Co-Founder & CEO
Shachar Orren Chief Storytelling Officer
Fabian Lindner
Director of Business
Development, DACH
Key Operating KPIs
Monthly Unique Users 500m
Publishers & Brands utilizing Playbuzz’s storytelling tools 13k
Monthly content engagements delivered 525m (12k per minute)
Monthly video views delivered 300m
Average completion rate of Playbuzz-powered content 70-90%
Page Views Increase by using Playbuzz storytelling tools 45%
Consumers engaged with Playbuzz-powered branded content
campaigns
65%
Shaul Olmert
Co-Founder & CEO
DRAFT
 Christoph is a co-founder of Pageflakes and
has more than ten years of experience in
designing software applications and Internet
services for consumers
 Back in 1997, Christoph co-founded German
Internet startup DealPilot.com, one of the
first comparison shopping services which got
funded by Bertelsmann and has later been
acquired by Shopping.com. Before and after
that he was involved in various software
projects and Internet startups
Christoph Janz
Managing Partner
Key Company Facts
96
Investors & Influencers
Early-Stage Venture Capital Firm
Company Profile Point Nine Capital @ NOAH
 Point Nine Capital is a Berlin-based venture capital firm focused exclusively on
early-stage Internet investments in areas like Software-as-a-Service (SaaS),
online marketplaces and mobile
 The fund and its managers, Pawel Chudzinski and Christoph Janz, have
backed a number of highly successful Internet companies such as Delivery
Hero, Clio, Shiftplanning, Vend, Typeform and Zendesk from their earliest
stages
 Business / revenue model: Venture Capital
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2011
Employees 11-25
Active Markets Global
Website pointninecap.com
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
Interview with Zendesk
Attendees @ NOAH
Christoph Janz Managing Partner
Speaker Profile
Key Portfolio Companies
DRAFT
 Since May 2016 Thilo Koslowski has been
Managing Director of Porsche Digital GmbH
 Before moving to Porsche he was Vice President,
Distinguished Analyst and Head of Automotive
Vehicle ICT and Smart Mobility Practice at Gartner
Inc., which he founded in Silicon Valley in 1997
 Prior to this, Thilo Koslowski was Managing
Consultant of Emerging Technologies and
Business Practice at Gartner, where he was
responsible for global consulting assignments for
leading organisations in the automotive, consumer
electronics, hardware, software and IT sectors
 His career in the automotive sector began with
various marketing and strategy positions with Audi.
 He holds a degree in Business Administration with
a specialism in Marketing and Production
Technology from RWTH Aachen
Thilo Koslowski
CEO, Porsche Digital
Key Company Facts
97
Mobility
German Manufacturer of High Performance
Automobiles
Company Profile Porsche @ NOAH
 Dr. Ing. h.c. F. Porsche AG, with headquarters in Stuttgart-Zuffenhausen, is
one of the most profitable car makers in the world. In 2016, Porsche delivered
237,778 vehicles of the 911, Cayenne, Macan, Panamera, 718 Boxster and
Cayman models to customers worldwide. That was 6 per cent more than the
year before. Thereby, the sports car manufacturer's operating profit amounted
to 3.9 billion euros, up 14 per cent from the previous year's comparative figure.
Porsche operates plants in Stuttgart and Leipzig as well as a development
centre in Weissach
 The sports car maker employs about 28,000 people (as at March 31, 2017).
The Porsche principle of getting the most out of all opportunities stems from
the race track and is embodied in every vehicle. Thanks to its high quality
standards, 70 per cent of all Porsches ever built are still on the street today
 Business / revenue model: Car manufacturing
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
1. The renaissance of the automobile
as the ultimate mobile device
2. Porsche Innovations inside and
outside the automobile
3. Creating an exciting and intelligent
ecosystem with startups and
entrepreneurs
Attendees @ NOAH
Thilo Koslowski
CEO, Porsche
Digital
Key Corporate Facts
Headquarters Stuttgart, Germany
Founded 1931
Employees Over 1,000
Active Markets Global
Ownership
Public
EPA
Previous NOAH Content Porsche at NOAH
Website porsche.com
Valuation Data and Financials
Market Cap €16.6bn
Source: FactSet (financial and valuation data as of 16/05/2017)
2016
Revenues €22.3bn
EBIT €3.9bn
Margin 17%
Speaker Profile
DRAFT
Speaker Profile
 Glenn D. Fogel is the CEO and President, a
position he has held since January 2017
 He previously served as Head of Worldwide
Strategy and Planning, an office he has held
since November 2010 and was responsible
for worldwide mergers, acquisitions and
strategic alliances
 Glenn joined Priceline in February 2000
 Prior to that, he was a trader at a global
asset management firm and prior to that was
an investment banker specializing in the air
transportation industry.
 Glenn Fogel is a member of the New York
State Bar (retired)
Glenn Fogel
CEO
Key Company Facts
98
Travel & Tourism
World’s Largest Online Travel Agency
Company Profile Priceline Group @ NOAH
 American-based provider of travel and related online services to consumers
and local partners through six primary brands: Booking.com, Priceline.com,
agoda.com, KAYAK, Rentalcars.com and OpenTable
 Collectively The Priceline Group operates in over 200 countries and territories
in over 40 languages. It made 86% of its bookings outside the United States in
2015 and is the biggest online travel agency worldwide
 In 2017, the company acquired the Momondo Group for $550 million
 Business / revenue model: Commissions
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Glenn Fogel CEO
Leslie Cafferty
VP Global
Communications
Key Corporate Facts
Headquarters Norwalk, CT, US
Founded 1997
Employees 18,000
Active Markets Global
Ownership
Public
NASDAQ
Company Presentation Click here to download
Previous NOAH Content Priceline at NOAH
Website pricelinegroup.com
Key Operating KPIs
Gross Bookings 2016 $68bn
Booked Rooms 2016 557m
2016 2017 Growth
Revenues €10.7bn €12.4bn 15%
EBITDA €4.1bn €4.7bn 14%
Margin 39% 38% (1%)
EV/EBITDA 22.3x 19.6x (12%)
P/E 41.8x 25.6x (39%)
Valuation Data and Financials
Market Cap €81.3bn
Net Debt €2.9bn
EV €83.9bn
Source: FactSet (financial and valuation data as of 16/05/2017)
DRAFT
 Alberto is the sole founder & CEO of Prima.it
 He previously founded Facile.it in 2007 and
was the CEO until January 2014
 He also worked at the Motors department of
eBay Italy
 He was also a Consultant in Bain & Co as well
as investment banker in Goldman Sachs
 Alberto graduated from Bocconi University
and holds MBA title from INSEAD
Alberto Genovese
CEO
Key Company Facts
99
Marketplaces
Direct Car Insurance Company
Company Profile Prima.it @ NOAH
 Prima.it distributes online insurance policies for cars, motorcycles, and vans
 Through its online services, Prima.it enables its users to save time and
manage all aspects of their insurance policies
 Business / revenue model: Premia
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Alberto
Genovese
CEO
Key Corporate Facts
Headquarters Milan, Italy
Founded 2013
Employees 10-100
Active Markets National
Ownership Private
Website prima.it
Traffic Apr-16 Apr-17
Unique Users 45k 69k
Visits 18k 143k
Minutes 04:50 05:35
Sessions
Mobile: 30%
Desktop: 70%
Mobile: 36%
Desktop: 64%
Apr 2017
Sources
Direct 18%, Search 20%,
Referrals 32%, Mail 30%,
Other 0%
Speaker Profile
DRAFT
 Thomas Ebeling began his career as the
product manager responsible for the "West"
brand, among other duties. In 1991, he
switched to Pepsi-Cola Germany, where in
1993, he was appointed Marketing Director
for the entire beverage portfolio
 Starting in 1994, he was National Sales and
Franchise Director for the retail and
restaurant sales of Pepsi-Cola
 In 1998, he was appointed to the Novartis
Executive Committee. From 2000 to October
2007, he served as CEO of the global
Novartis pharmaceuticals business and then
the Consumer Health Division
 Since March 2009, he is CEO of
ProSiebenSat.1 Media SE
Thomas Ebeling
CEO
Key Company Facts
100
Digital & Media
German Mass Media Company
Company Profile ProSiebenSat.1 Media SE @ NOAH
 The ProSiebenSat.1 Group is one of the leading media corporations in Europe.
ProSiebenSat.1 reaches more than 41 million TV households with its free TV
stations in Germany, Austria and Switzerland. Free TV financed by advertising
is the core business. Alongside a strong digital and ventures portfolio, the
Group also has an international production network. This means,
ProSiebenSat.1 has a broad and solid revenue and profit basis
 The digital activities range from Germany’s largest video-on-demand portal
Maxdome, the online platform MyVideo and online games from
ProSiebenSat.1 Games to SevenVentures GmbH, which is establishing an
attractive investment portfolio of media investments
 Business / revenue model: Advertising
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Thomas
Ebeling
CEO
Key Corporate Facts
Headquarters Unterföhring, Germany
Founded 2000
Employees Over 1,000
Active Markets International
Ownership
Public
EPA
Company Presentation Click here to download
Previous NOAH Content
ProSiebenSat.1 Media SE
at NOAH
Website prosiebensat1.de
2016 2017 Growth
Revenues €3.8bn €4.2bn 12%
EBITDA €1.0bn €1.1bn 9%
Margin 26% 26% -
EV/EBITDA 10.3x 9.5x (8%)
P/E 19.9x 15.7x (21%)
Valuation Data and Financials
Market Cap €8.5bn
Source: FactSet (financial and valuation data as of 16/05/2017)
Speaker Profile
DRAFT
 Began career as Trainee at Sal. Oppenheim.
1999, co-founded Alando in Germany and
sold the company to eBay; then became
Managing Director eBay Germany,
Switzerland and Austria. 2000, co–founded
Jamba and sold to VeriSign in 2004
 Since 2006, numerous investments,
including Facebook, LinkedIn, Groupon,
Zalando, Funding Circle, Lazada. 2007,
 Co-founded Rocket Internet. 2014, became
CEO and took the company public
 Bachelor’s degree, WHU–Otto Beisheim
School of Management, Vallendar
Oliver Samwer
Founder & CEO
Key Company Facts
101
Food & Restaurants
Internet Companies Incubator
Company Profile Rocket Internet @ NOAH
 Rocket Internet incubates and invests in Internet companies with proven
business models. It provides operational support to its companies and helps
them scale internationally
 Rocket Internet focuses predominantly on four industry sectors of online and
mobile retail and services that make up a significant share of consumer
spending: Food & Groceries, Fashion, General Merchandise and Home &
Living
 Rocket Internet’s selected companies are active in a large number of countries
around the world with more than 28,000 employees
 Business / revenue model: Incubator
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Oliver Samwer Founder & CEO
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2007
Employees 100-1,000
Active Markets International
Ownership
Public
EPA
Company Presentation Click here to download
Previous NOAH Content Rocket Internet at NOAH
Website rocket-internet.com
2016 2017 Growth
Revenues €50m €282m 459%
EBITDA (€565m) (€69m) -
Valuation Data and Financials
Market Cap €3.3bn
Speaker Profile
DRAFT
 Alex joined Salesforce in 2015 to establish
and run Salesforce Ventures in Europe
 Alex leads Salesforce Ventures' $100m fund
dedicated to backing European enterprise
cloud startups
 Alex brings over a decade of experience
across technology and finance, having been
both an investor and entrepreneur
 Alex holds an MBA from Harvard Business
School and a BA in economics and
international relations from Boston
University. A native of Switzerland, he
speaks five languages and has worked
across three continents
Alex Kayyal
Head of Salesforce
Ventures Europe
Key Company Facts
102
B2B & SaaS
World’s #1 CRM Provider
Company Profile Salesforce @ NOAH
 Salesforce is a global cloud computing company that provides business
software on a subscription basis, it is best known for its on-demand customer
relationship management (CRM) solutions
 With its innovative Customer Success Platform, Salesforce sets the global
standard for customer relationship management, engagement, and intelligence
by integrating sales, service, marketing, community, analytics, IoT, and app
development in a trusted cloud for businesses of every size and industry.
 Salesforce was founded by Parker Harris and Marc Benioff in 1999 and is
based in California, United States
 Business / revenue model: SaaS, subscription-based
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
We are hiring! Please have a look
through open positions on our
website.
Main Presentation Topics
Investing in the Next Generation of Cloud
Innovation
Attendees @ NOAH
Alex Kayyal
Head of Salesforce
Ventures Europe
Frank Dehne
Regional Vice
President General
Business Sales
Key Corporate Facts
Headquarters San Francisco, US
Founded 1999
Employees Over 26,000
Active Markets Global
Ownership
Public
NYSE
Company Presentation Click here to download
Website salesforce.com
Traffic Apr-16 Apr-17
Unique Users 9.8m 13.7m
Visits 135.2m 75.9m
Minutes 22:17 16:08
Sessions
Mobile: 24%
Desktop: 76%
Mobile: 25%
Desktop: 75%
Apr 2017
Sources
Direct 30%, Search 9%,
Referrals 48%, Mail 11%,
Other 2%
Source: FactSet (financial and valuation data as of 16/05/2017)
Speaker Profile
2018
Revenue Guidance €10.2bn
DRAFT
Speaker Profile
 Klaus Rosenfeld (born May 1966) started his career as a
trainee banker at Dresdner Bank in 1985. After military
service and studying business administration and
economics at the University of Münsterhe returned to
Dresdner Bank in 1993. 8 years later he was appointed
Member of the Board of Managing Directors with
responsibility for Finance, Controlling and Corporate
Investments.
 In March 2009 Klaus Rosenfeld joined Schaeffler Group as
Chief Financial Officer. He designed and led various
initiatives to restructure and refocus the capital structure of
Schaeffler Group including the IPO in October 2015.
 Since 2014 Klaus Rosenfeld is CEO of the Schaeffler AG.
Under his leadership Schaeffer' developed its strategy
"Mobility for tomorrow".
 Klaus Rosenfeld is Member of the Supervisory Board and
Member of the Audit Committee of Continental AG,
Hannover, Non-Executive Director on the Board of Siemens
GamesaCorporaciónTecnológicain Zamudioand Member of
the Executive Committee of the Federation of German
Industries (BDI) in Berlin
Klaus Rosenfeld
CEO
Key Company Facts
103
Industrials, Automation & IoT
Global Automotive and Industrial Components
& Systems Supplier
Company Profile Schaeffler Group @ NOAH
 Schaeffler Group is a global automotive and industrial supplier with 86,600
employees at approx.170 locations in over 50 countries
 Schaeffler produces high-precision components and systems in engine,
transmission, and chassis applications, as well as rolling and plain bearing
solutions for a large number of industrial applications
 Schaeffler stands for best-in-class quality, superior technology and outstanding
innovation; with more than 2,300 patents filed in 2016 it ranked second in the
German Patent statistic
 Based on its 4 core values - sustainable, excellent, innovative and passionate
– Schaeffler has developed and agreed on a strategy called 'Mobility for
tomorrow’ in 2016 that comprises 4 Focus areas, 8 strategic pillars and 16
strategic initiatives. The 16 strategic initiatives form the Agenda 4 plus One
that shall be implemented by 2020
 As part of this strategy Schaeffler views E-Mobility, Industry 4.0 and
Digitalization as key growth opportunities for the future
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
Research, smart urban mobility
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
1. Internet of Things
Attendees @ NOAH
Klaus
Rosenfeld
CEO
Tim
Hosenfeldt
SVP Corporate
Innovation and
Applied Research
Key Corporate Facts
Headquarters Herzogenaurach, Germany
Founded 1946
Employees 86,000
Active Markets Global
Ownership Public listed (25%)
Brochure: Strategy
“Mobility for tomorrow”
Click here to download
2016
Revenues €13.3bn
EBITDA €2.3bn
Margin 17.2%
EV/EBITDA 5.5x
P/E 11.6x
Valuation Data and Financials
Market Cap €10.0bn
EV €12.6bn
Traffic Apr-16 Apr-17
Unique Users 128k 150k
Visits 353k 332k
Minutes 05:10 02:09
Sessions
Mobile: 30%
Desktop: 70%
Mobile: 31%
Desktop: 69%
Apr 2017
Sources
Direct 22%, Search 49%,
Referrals 27%, Other 2%
Source: FactSet (financial and valuation data as of 16/05/2017)
DRAFT
 Greg Ellis is the Chief Executive Officer
(CEO) of Scout24 Group since April 2014:
He is responsible for the complete
commercial operations of the company
 Ellis joined Scout24 from REA Group where
he was Managing Director and Chief
Executive Officer for more than five years as
well as REA Group’s member representative
on the Business Council of Australia for
three years
 Prior to joining REA Group in September
2008, he was Marketing Director Asia Online
Services at Microsoft
 Greg Ellis has more than 20 years of
international business experience within the
online industry
Greg Ellis
CEO
Key Company Facts
104
Digital & Media
Leading Digital Classifieds Platform
Company Profile Scout24 @ NOAH
 Scout24 operates leading digital classifieds platforms in Germany and other
selected European countries. The main operations under the umbrella brand
Scout24 are the digital marketplaces ImmobilienScout24 and AutoScout24
 ImmobilienScout24 is the leading digital platform for real estate ads in
Germany in terms of user access and dwelling time as well as customer
numbers and ads. AutoScout24 is a leading digital platform for automobile ads
in relation to the monthly number of unique visitors and ads in Europe
 Scout24’s digital marketplaces are empowering people to realize their property
and car-owning dreams simply, efficiently and stress-free
 Business / revenue model: Classifieds
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Greg Ellis CEO
Key Corporate Facts
Headquarters Munich, Germany
Founded 1998
Employees Over 1,000
Active Markets Global
Ownership
Public
EPA
Company Presentation Click here to download
Previous NOAH Content Scout24 at NOAH
Website scout24.com
2016 2017 Growth
Revenues €442m €482m 9%
EBITDA €220m €249m 13%
Margin 50% 52% 2%
EV/EBITDA 16.1x 14.3x (12%)
P/E 54.1x 30.1x (44%)
Valuation Data and Financials
Market Cap €3.6bn
Source: FactSet (financial and valuation data as of 16/05/2017)
Key Operating KPIs
Active Listings +3m
Household Reach 80m
Speaker Profile
DRAFT
Speaker Profile
Erik Voorhees
CEO
Key Company Facts
105
Fintech
World's Fastest and Safest Digital Asset
Exchange
Company Profile ShapeShift @ NOAH
 ShapeShift.io is a digital asset exchange platform that enables users to trade
any major blockchain asset with another
 With no login accounts required, the platform allows its users to enter input
and output cryptocurrency types and receive an automatic address to deposit
the input currency in order to collect the output currency via the addresses
provided by its users
 No fees are charged within the presented exchange rate. Only a miner fee of
the output asset is removed from the final exchange
 Business / revenue model: Exchange fees
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Erik
Voorhees
CEO
Main Presentation Topics
N/A
Key Corporate Facts
Headquarters Zug, Switzerland
Founded 2014
Funding $12m
Employees 10-100
Active Markets Global
Ownership Private - VCs
Key Investors Earlybird, Digital Currency Shop
Website shapeshift.io
 Erik Voorhees is the Founder and Chief
Executive Officer of ShapeShift Ag. Erik
Voorhees served as the Head of Marketing
and Communications at BitInstant LLC. Erik
Voorhees is an American and Panamanian
startup Founder
 Erik Voorhees was co-founder of the bitcoin
company Coinapult. Erik Voorhees was the
Founder and Partial Owner of SatoshiDICE.
He joined BitInstant in February 2012. He
has been a Member of Cryptocurrency
Advisory Board at MGT Capital Investments,
Inc. since June 14, 2016
DRAFT
Speaker Profile
 Gerhard Cromme has been a member of
Siemens’ Supervisory Board since 2003 and
Chairman of the Audit Committee since 2005
 He studied law and economics from 1962 to
1971 at the Universities of Münster,
Lausanne and Paris and passed first and
second "Staatsexamen" (state examination
for lawyers) and Awarded Doctorate in Law.
 He has a PMD from Harvard Business
School
Gerhard Cromme
Chairman of the
Supervisory Board
Key Company Facts
106
Industrials, Automation & IoT
Europe’s Largest Manufacturing and
Eectronics Company
Company Profile Siemens @ NOAH
 Siemens is a global technology powerhouse that has stood for engineering
excellence, innovation, quality, reliability and internationality for more than 165
years. The company is active in more than 200 countries, focusing on the
areas of electrification, automation and digitalization.
 One of the world's largest producers of energy-efficient, resource-saving
technologies, Siemens is a leading supplier of efficient power generation and
power transmission solutions and a pioneer in infrastructure solutions as well
as automation, drive and software solutions for industry.
 The company is also a leading provider of medical imaging equipment – such
as computed tomography and magnetic resonance imaging systems – and a
leader in laboratory diagnostics as well as clinical IT
 Business / revenue model: Manufacturing
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Source: FactSet (financial and valuation data as of 16/05/2017)
Main Presentation Topics
1. Value of digitalization
Attendees @ NOAH
Cedrik Neike
Member of the
Managing Board
Gerhard
Cromme
Chairman of the
Supervisory Board
Renate Krasa Communications
2016
Revenue €81.1bn
EBITDA €10.6bn
Margin 13%
EV/EBITDA 12.2x
P/E 18.6x
Valuation Data and Financials
Market Cap €105.6bn
Net Debt €26bn
EV €129.3bn
Traffic Apr-16 Apr-17
Unique Visitors 3.9m 3.6m
Minutes 05:27 06:05
Sessions
Mobile: 78%
Desktop: 22%
Mobile: 79%
Desktop: 21%
Apr 2017
Sources
Search 44%,
Typed/ Bookmarked 36%,
Other 12%, Social 1%
Key Corporate Facts
Headquarters Munich, Germany
Founded 1847
Employees Over 1,000
Active Markets Global
Ownership
Public
FWB
Company Presentation Click here to download
Previous NOAH Content Siemens at NOAH
Website siemens.com
Key Operating KPIs
Orders 2016 €86.5bn
DRAFT
Speaker Profile
 Cedrik Neike was appointed to the Managing
Board of Siemens AG in April 2017.
Responsible for the Energy Management
Division as well as for the Region Asia and
Australia
 Previously, Cedrik was Senior Vice President of
Global Service Provider Sales at Cisco
Systems; since joining Cisco in 2001 he held
various senior positions
 He has 20 years of international experience in
IT and telecommunications at Cisco and
Siemens where he started his career in the
wireless Internet business
 Cedrik holds an MBA from INSEAD, bachelor’s
degrees in engineering from University College
London and in business finance from the
London School of Economics
Cedrik Neike
Member of the
Managing Board
Key Company Facts
107
Company Profile Siemens @ NOAH
 Siemens is a global technology powerhouse that has stood for engineering
excellence, innovation, quality, reliability and internationality for more than 165
years. The company is active in more than 200 countries, focusing on the
areas of electrification, automation and digitalization.
 One of the world's largest producers of energy-efficient, resource-saving
technologies, Siemens is a leading supplier of efficient power generation and
power transmission solutions and a pioneer in infrastructure solutions as well
as automation, drive and software solutions for industry.
 The company is also a leading provider of medical imaging equipment – such
as computed tomography and magnetic resonance imaging systems – and a
leader in laboratory diagnostics as well as clinical IT
 Business / revenue model: Manufacturing
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Source: FactSet (financial and valuation data as of 16/05/2017)
Main Presentation Topics
1. Value of digitalization
Attendees @ NOAH
Cedrik Neike
Member of the
Managing Board
Gerhard
Cromme
Chairman of the
Supervisory Board
Renate Krasa Communications
Key Corporate Facts
Headquarters Munich, Germany
Founded 1847
Employees Over 1,000
Active Markets Global
Ownership
Public
FWB
Company Presentation Click here to download
Previous NOAH Content Siemens at NOAH
Website siemens.com
Key Operating KPIs
Orders 2016 €86.5bn
2016
Revenue €81.1bn
EBITDA €10.6bn
Margin 13%
EV/EBITDA 12.2x
P/E 18.6x
Valuation Data and Financials
Market Cap €105.6bn
Net Debt €26bn
EV €129.3bn
Traffic Apr-16 Apr-17
Unique Visitors 3.9m 3.6m
Minutes 05:27 06:05
Sessions
Mobile: 78%
Desktop: 22%
Mobile: 79%
Desktop: 21%
Apr 2017
Sources
Search 44%,
Typed/ Bookmarked 36%,
Other 12%, Social 1%
Industrials, Automation & IoT
Europe’s Largest Manufacturing and
Eectronics Company
DRAFT
Speaker Profile
Ludovic Le Moan
Co-Founder & CEO
Key Company Facts
108
Industrials, Automation & IoT
World’s Leading Provider of IoT Connectivity
Company Profile Sigfox @ NOAH
 Sigfox is the world’s leading provider of connectivity for the Internet of Things
 Its unique approach to device-to-cloud connectivity allows the company to
address the three greatest barriers to global IoT adoption: cost, energy
consumption, and global scalability
 Sigfox has built a global network to listen to billions of devices broadcasting
data, it can pick-up very small signals sent by IoT devices from around the
world – using the lowest amount of energy to the point where natural energy
harvesting technology will be enough to power data transmissions
 Sigfox is present in 32 countries and on track to cover 60 by 2018 – covering a
population of 562 million people. With millions of objects connected to the
network and a rapidly growing ecosystem of partners, Sigfox empowers
companies to move their business model towards more digital services
 Business / revenue model: Connectivity subscription-based model
 Addressable market size: 3bn connections by 2024
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Ludovic Le
Moan
Co Founder & CEO
Main Presentation Topics
1. What They Don’t tell you About
the IoT
2. Understanding the IoT
Ecosystem
3. The IoT Killer Apps
Key Corporate Facts
Headquarters Labège France
Founded 2010
Funding €300m
Employees 100-1,000
Active Markets Global
Ownership Private - VCs
Key Investors
Intel Capital, Telefonica Ventures, Salesforce
Venture, Total Energy Ventures, Air Liquide
Company Video Click here to download
Previous NOAH content Sigfox at NOAH
Website sigfox.com
Source: Market size source: Machina Research
Key Operating KPIs
Network footprint + 30 countries
Area Covered 2m km2
 Ludovic co-founded Sigfox in 2010, with a
vision: give a voice to the physical world
around us and allow billions of objects to play a
role in economic and social development
 With this ambition in mind, Sigfox is developing
energy-efficient, cost-effective and simple
solutions to connect these objects to the
internet, a true revolution, which he likes to call
“The Power of Low”
 Serial entrepreneur, Ludovic is passionate
about pioneering disruptive IoT Technology. He
founded the IoT Valley to serve this purpose
 Before Sigfox, Ludovic Le Moan ran different
companies, from COFRAMI to Anyware
Technologies, including Goojet (now Scoop-it),
which he co-founded
DRAFT
Speaker Profile
 Or is the CEO and co-founder of SimilarWeb
 He established the company in 2007 at the
age of 24, while obtaining his BA in Business
 Or originally launched SimilarWeb as a
website recommendation technology that
analyzed and compared the data from all
websites
 Or was also a founding partner at
AfterDownload, a company that was acquired
by IronSource in 201
 He is an active investor in the high-tech world
with startups such as MoonActive and
Spot.IM
Or Offer
Founder & CEO
Key Company Facts
109
B2B & SaaS Analytics
Market Intelligence Solutions for Traffic
Analytics
Company Profile Similarweb @ NOAH
 SimilarWeb’s digital market intelligence solutions provide you with insights for
80m websites and 3m apps in over 190 countries
 With their insights businesses, agencies, marketers and analysts can
benchmark performance against competitors, reveal competitors online
strategy, discover new opportunities, identify emerging trends and understand
consumer intent and journey
 SimilarWeb has thousands of customers and works with some of the largest
global brands including Google, L’Oreal, AirBnb and eBay. Their team is
spread across 7 global offices and includes over 350 employees and counting
 Business / revenue model: SaaS, subscription-based
Main Presentation Topics
1. Company overview
2. Values from using SimilarWeb
3. Use case for investors,
marketeers and entrepreneurs
Key Corporate Facts
Headquarters Tel Aviv, Israel
Founded 2007
Funding $65m
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors Naspers
Previous NOAH Content Similarweb at NOAH
Website similarweb.com
Traffic Apr-16 Apr-17
Unique Users 64k 297k
Visits 558k 783k
Minutes 01:22 01:50
Sessions
Mobile: 81%
Desktop: 19%
Mobile: 72%
Desktop: 28%
Apr 2017
Sources
Direct 23%, Search 65%,
Referrals 8%, Other 4%
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Or Offer Founder & CEO
DRAFT
Speaker Profile
 Hacker, maker, bookworm, geek, serial
entrepreneur
 Simplex founder Nimrod Lehavi’s career
spans two decades of expertise and
knowledge
 He is well-respected in Israel’s startup scene
for his proven capabilities at leading large
scale top notch software projects
 Nimrod holds a BA in computer science from
IDC Herzliya, Israel
Nimrod Lehavi
CEO
Key Company Facts
110
Payments
Cybersecurity Company Focused Identity
Verification and Credit Card Fraud Mitigation
Company Profile Simplex @ NOAH
 Simplex is a fintech & cyber-security company introducing online merchants to
a world without fraud
 Simplex started operating in the crypto-currency ecosystem late 2014, allowing
bitcoin exchanges, brokers and wallets worldwide to accept credit cards, with
full fraud chargeback guarantee
 While succeeding in this extremely risky environment, Simplex prevents fraud
and increases conversion and maintained customer experience, on tens of
millions of dollars worth of transactions per month
 Simplex has recently started expending the service to other verticals, financial
services, luxury, travel, and market places, providing a full suite solution
 Simplex fraudless processing solution allows merchants to focus on their
everyday businesses safely leaving the fraud in Simplex's hands
 Business / revenue model: Payment processing fees
 Addressable market size: $500bn
Key Corporate Facts
Headquarters Ramat Gan, Israel
Founded 2014
Funding $9.5m
Employees 26-50
Active Markets Global
Ownership Private – VCs
Key Investors
iAngels, FundersClub,
DRW Venture Capital
Previous NOAH Content Simplex at NOAH
Website simplex.com
Traffic Apr-16 Apr-17
Unique Users <5k 17k
Visits 6k 47k
Minutes 01:59 01:37
Sessions
Mobile: 9%
Desktop: 91%
Mobile: 58%
Desktop: 42%
Apr 2017
Sources
Direct 30%, Search 40%,
Referrals 27%, Other 3%
Doing Business @ NOAH
Service Provider Interest
Ecommerce Services
• Other
Partnerships Interest
High fraud risk online merchants
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
1. Fraudless processing - what and
why
2. Why it's such a change?
3. What would be the global
implications
Attendees @ NOAH
Nimrod Lehavi CEO
DRAFT
Speaker Profile
 Amir Orad is a successful CEO,
entrepreneur and big data & cyber leader
 He is the CEO of Sisense, a high growth
Business analytics company defined as the
next unicorn by Forbes
 Formerly he was CEO of Actimize the
financial crime software leader that he grew
to $200m revenue
 Prior, he was Co-founder of Cyota a cyber
company acquired by RSA
Amir Orad
CEO
Key Company Facts
111
B2B & SaaS Analytics
Business Analytics for Complex Data Sets
Company Profile Sisense @ NOAH
 Sisense simplifies business analytics for complex data. Powered by its unique
In-Chip™ and Single Stack™ technologies – Sisense delivers unmatched
performance, agility and value, eliminating much of the costly data preparation
traditionally needed with business analytics tools and providing a single,
complete tool to analyze and visualize large, disparate data sets without IT
resources
 Thousands of customers like GE, Philips, Wix and Nasdaq, rely upon Sisense
for fast, accurate business insights
 Sisense was recently included in Forbes’ list of the 25 Next Billion Dollar
Startups, included in Deloitte’s Regional Tech Fast 50 and 500 lists, ranked
one of the 50 highest-rated private cloud companies to work for by Glassdoor
and Battery Ventures, and was ranked a “Visionary” in Gartner’s Magic
Quadrant for BI and Analytics Platforms
 Business / revenue model: SaaS, subscription-based
 Addressable market size: $30bn
Key Corporate Facts
Headquarters New York, NY, US
Founded 2004
Funding $100m
Employees 100-1,000
Active Markets International
Ownership Private – VCs
Key Investors
Bessemer Venture
Partners, DFJ, Battery
Ventures
Product Presentation Click here to download
Website sisense.com
Traffic Apr-16 Apr-17
Unique Users 91k 150k
Visits 245k 343k
Minutes 04:28 02:24
Sessions
Mobile: 19%
Desktop: 81%
Mobile: 24%
Desktop: 76%
Apr 2017
Sources
Direct 26%, Search 45%,
Referrals 19%, Social 6%,
Other 4%
Main Presentation Topics
1. Sisense Market
2. Sisense Company
3. Sisense Technology
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
Reseller Partnerships
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Amir Orad CEO
DRAFT
 Marko Wenthin is board member of
solarisBank, a banking platform for digital
business
 Previously Marko was the Managing Director
of Deutsche Handelsbank specializing in
lending to internet companies and providing
payment solutions to both on and offline
businesses
 Marko was also the CEO and founder of
GroupPlatina GmbH where he created
Sofort Bank, the banking sister of
sofortueberweisung.de – Germany’s largest
e-commerce payment provider
 Prior to this, Marko was the COO and a
board member of Deutsche Bank PBC S.A.
in Poland
Marko Wenthin
Board Member
Key Company Facts
112
Fintech
Digital Banking Platform
Company Profile solarisBank @ NOAH
 solarisBank offers banking services as building blocks to fintechs, digital
companies and banks who want to build pioneering products in the finance
and banking industry. With a unique banking-as-a-platform business model,
solarisBank offers the financial, legal, and technological components needed
to provide the experience modern customers demand. solarisBank empowers
a growing number of finance pioneers all over Europe with its banking
expertise and technology. Since its launch in 2016, the company has
expanded to over 90 employees and has raised €26.3 million in Series A
funding
 The Berlin-based company was founded in 2016 and is led by members of the
management board Roland Folz, Marko Wenthin and Andreas Bittner as well
as CTO Peter Grosskopf
 Business / revenue model: B2B, Banking-as-a-Platform, provide
technical infrastructure and regulatory
compliance as a service
Speaker Profile
Traffic Apr-16 Apr-17
Unique Users <5k 11k
Visits 7k 27k
Minutes 02:58 03:02
Sessions
Mobile: 0%
Desktop: 100%
Mobile: 25%
Desktop: 75%
Apr 2017
Sources
Direct 33%, Search 41%,
Referrals 23%, Other 3%
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2016
Funding ca. $42m
Employees 10-100
Active Markets International
Ownership Private – VCs
Key Investors
Arvato, FinLeap, SBI
Holdings
Website solarisbank.de
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
Banks, digital companies and
fintechs who want to offer
pioneering finance products
Investor Interest
No specific needs
Key Hires Interest
Japanese-speaking
Finance/Banking Executives
Main Presentation Topics
Contextual Banking: How Finance Will
Grow Beyond Traditional Players
Attendees @ NOAH
Marko Wenthin Board Member
DRAFT
Speaker Profile
 Anne Boden is CEO and Founder of Starling
Bank
 Prior to Starling, she was Chief Operating
Officer of Allied Irish Banks Plc and Head of
EMEA, Global Transaction Banking across
34 countries for RBS and ABN AMRO
 She has more than 30 years experience in
banking, having begun her career at Lloyds
Bank, before moving on to Standard
Chartered Bank and then UBS in Zurich
 She was recently recognised as one of the
Global Power Women in FinTech
 She holds a BSc in Computer Science and
Chemistry, an MBA and is a Fellow of the
Chartered Institute of IT
Anne Boden
CEO
Key Company Facts
113
Fintech
UK’s Mobile-Only Digital Bank
Company Profile Starling Bank @ NOAH
 Starling Bank is a mobile only bank that is creating the best current account in
the world. Starling is a fully licensed Bank and is:
o The first retail bank in the UK to deliver services using cloud technologies
o The first digital bank to become a full participant of the UK's Faster
Payment Scheme and only the 13th member to join since inception.
o The first ‘full-stack’ cloud-based Bank
o The first UK challenger bank to partner with Transferwise
o The first challenger to join CASS (Current account switching service)
 Business / revenue model: Digital-only bank
Key Corporate Facts
Headquarters London, UK
Founded 2014
Funding $70m
Employees 51-100
Active Markets National
Ownership Private – VCs
Key Investors Harald McPike
Website starlingbank.com
Traffic Apr-16 Apr-17
Unique Users <5k 31k
Visits <5k 16k
Minutes N/A 02:29
Sessions
Mobile: 0%
Desktop: 100%
Mobile: 0%
Desktop: 100%
Apr 2017
Sources
Direct 38%, Search 42%, Referrals 16%, Other 4%
Main Presentation Topics
1. Post-Truth. (Adjective) Relating to or
denoting circumstances in which
objective facts are less influential in
shaping public opinion than appeals
to emotion and personal belief
2. Internet of Things: Visible vs Invisible
Banking
3. Artificial Intelligence: Data-driven vs
Emotional Banking
4. Mobile Banking: Community vs
Technology Platforms
Doing Business @ NOAH
Service Provider Interest
Analytics
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Anne Boden CEO
DRAFT
 Dr. Friedrich Schwandt studied Economics
with a specialization in Econometrics
 He has been the CEO of Statista GmbH since
2007
 Furthermore, he has worked at the Humboldt
University in Berlin, the Organization for
Economic Co-operation and Development
(OECD) and the Boston Consulting Group
(BCG)
Dr. Friedrich Schwandt
Founder & CEO
Key Company Facts
114
Internet & Information
A Leading Statistics Portal
Company Profile Statista @ NOAH
 Statista.com is one of the first statistics portal in the world to integrate data on
over 80.000 topics from over 18.000 sources onto a single professional
platform. With 4 million visitors per month, Statista is the category leader
among global market research companies
 Categorized into 21 market sectors, Statista.com provides companies,
business customers, research institutions, and the academic community with
direct access to quantitative data on media, business, finance, politics, and a
wide variety of other areas of interest or market
 It has offices in New York, London and Hamburg and employs 400 people
 Business / revenue model: SaaS, subscription-based
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Dr. Friedrich
Schwandt
Founder & CEO
Key Corporate Facts
Headquarters Hamburg, Germany
Founded 2007
Employees 400+
Active Markets Global
Ownership Private
Key Investors Ströer
Previous NOAH Content Statista at NOAH
Website statista.com
Traffic Apr-16 Apr-17
Unique Users 3.3m 3.3m
Visits 7.7m 5.8m
Minutes 02:08 02:17
Sessions
Mobile: 33%
Desktop: 67%
Mobile: 68%
Desktop: 32%
Apr 2017
Sources
Direct 16%, Search 70%,
Referrals 9%, Other 5%
Speaker Profile
Key Operating KPIs
Registered Users 2016 1m
Valuation Data and Financials
EV $64m
DRAFT
 John Collison is president and co-founder of
Stripe, the software company that is
expanding internet commerce by making it
easy to process transactions from anywhere
 John and his brother Patrick Collison started
Stripe in 2010 while John was studying
physics at Harvard. Their goal was to make
accepting payments online simpler and more
inclusive, after learning firsthand how difficult
it was. Today, the 700-person (and growing)
Stripe team powers online businesses around
the world
 Prior to Stripe, John co-founded Auctomatic,
which was acquired by Live Current Media in
March 2008. Originally from Limerick, Ireland,
John lives in San Francisco, California, where
Stripe is based
John Collison
Co-Founder &
President
Key Company Facts
115
Payments
Online Payments Company
Company Profile Stripe @ NOAH
 Stripe is a technology platform that developers use to build internet
businesses. Thousands of businesses -- ranging from startups to Fortune 500
companies -- rely on Stripe’s software tools to accept payments, expand
globally, and create new revenue streams. Stripe has been at the forefront of
expanding internet commerce, powering new business models, and supporting
the latest platforms, from mobile marketplaces to social commerce
 Stripe was founded in 2010 by John and Patrick Collison, who set out to fix a
critical problem: how online businesses could quickly and easily accept
payments from anyone, anywhere in the world. Today, merchants in 25
countries can use Stripe to accept payments in 130+ currencies, as well as
Apple Pay, Android Pay, Alipay and Bitcoin. By reducing the barriers to starting
and operating a business regardless of location or means, Stripe aims to bring
more would-be companies online and accelerate the internet economy
 Business / revenue model: Payment processing
Attendees @ NOAH
John Collison Co-Founder
Felix Huber Head of Northern Europe
Iain McDougall UK Country Lead
James Allgrove UK Growth
Duco van Lanschot Country Lead Netherlands
Romain Huet Developer Relations
Alison Engel Marketing
Courtney Chaves Events
Paul Glootz Country Operations
David Schreiber Business Operations
Klaas Flechsig Communications Lead Northern Europe
Valuation Data and Financials
EV $9.2bn
Speaker Profile
Key Corporate Facts
Headquarters San Francisco, CA, US
Founded 2010
Funding $440m
Employees 700+
Active Markets Global
Ownership Private – VCs
Key Investors
General Catalyst, Thrive
Capital, Founders Fund,
Sequoia Capital
Website stripe.com
Traffic Apr-16 Apr-17
Unique Users 1.4m 3.5m
Visits 5.9m 10.5m
Minutes 04:54 05:09
Sessions
Mobile: 73%
Desktop: 27%
Mobile: 25%
Desktop: 75%
Apr 2017
Sources
Direct 56%, Search 16%,
Referrals 22%, Other 6%
DRAFT
Speaker Profile
 Luke is Founder and CEO of Student.com,
the world’s leading marketplace for
international student accommodation
 An entrepreneur at heart, Luke had the idea
for a student accommodation marketplace
when friends in Asia asked for help finding
accommodation while they studied abroad
 An initial platform - Overseas Student Living -
was created in 2011 and became the first
online marketplace for Asian students to
access student accommodation in the UK
Luke Nolan
CEO
Key Company Facts
116
Travel & Tourism
World’s Largest Marketplace for International
Student Accommodation
Company Profile Student.com @ NOAH
 Student.com is the world’s largest marketplace for international student
accommodation
 The company seeks to simplify booking accommodation for international
students through a free-to-use global marketplace which puts security and
ease-of-use first
 Every landlord listed has a contractual relationship with Student.com, ensuring
additional security and peace of mind, and students have access to local
knowledge of destination countries, as well as a team of multilingual booking
experts
 Student.com lists properties in over 400 cities in close proximity to over 1000
universities
 Business / revenue model: Commissions
 Addressable market size: 5 million international students in 2016
Key Corporate Facts
Headquarters Dubai, UAE
Founded 2011
Funding €70m
Employees 100-1,000
Active Markets Global
Ownership Private - VCs
Key Investors
Horizons Ventures, Jim
Breyer, Vy Capital, Daniel
Ek, Martin Lorentzon,
Hugo Barra
Website student.com
Key Operating KPIs
Beds Listed 800k
Cities Available 400
Universities 1k
Traffic Apr-16 Apr-17
Unique Users 204k 253k
Visits 300k 365k
Minutes 03:35 03:08
Sessions
Mobile: 36.5%
Desktop:
57.5%
Tablet: 6%
Mobile: 42%
Desktop: 52%
Tablet: 6%
Apr 2017
Sources
Direct 17%, Search 61%,
Referrals 10%, Mail 7%, Other
5%
Main Presentation Topics
1. The Student Mobility Opportunity
2. Highly Fragmented Market Place
3. Student.com Traction and
Potential
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
International marketplaces, student
accommodation or student mobility
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Luke Nolan Founder & CEO
Source: Market size – British Council
DRAFT
Speaker Profile
 Marc has established SumUp worldwide,
with a presence in 16 countries including
Germany, Brazil, and the U.S.
 Prior to co-founding SumUp, Marc founded
MIOSATO -The Online Fashion Gallery and
led the sales department at
Groupon/Citydeal in the company's early
days
 Marc started his career in investment
banking, first at European Investors in New
York and later at JPMorgan
 Marc holds a Master of Arts in International
Business as well as a Doctorandus de
Bedrijfswetenschappen from the University
of Maastricht
Marc-Alexander Christ
Co-Founder
Key Company Facts
117
Payments
Leading Mobile Point-of-Sale Company
Company Profile SumUp @ NOAH
 SumUp is a leading financial technology company that is set to become the
first ever global card acceptance brand. The company enables businesses to
accept card payments at the point of sale or on the go in a simple, secure, and
cost-effective way
 SumUp is the only company to offer an end-to-end EMV card acceptance
solution built on proprietary hardware and mobile apps. This unique offering
enabled SumUp to rapidly expand into 16 markets, including the U.S., Brazil,
and Germany, making it the mPOS company with the largest global footprint
 The company has gone on to develop a full suite of SDKs and APIs for third
parties to integrate card payments into their mobile apps
 Business / revenue model: % of the transaction volume
 Addressable market size: $20 trillion global card payment volume,
which equals $500 bn in fee income
Key Corporate Facts
Headquarters London, United Kingdom
Founded 2011
Funding $45m
Employees 100-1,000
Active Markets Global
Ownership Private - VCs
Key Investors
American Express,
BBVA, Groupon,
Holtzbrinck Ventures,
Previous NOAH Content SumUp at NOAH
Website sumup.com
Traffic Apr-16 Apr-17
Unique Users 395k 465k
Visits 783k 595k
Minutes 02:14 02:30
Sessions
Mobile: 56%
Desktop: 44%
Mobile: 52%
Desktop: 48%
Main Presentation Topics
1. Company overview and market
sizing
2. Revenue model and KPIs
3. SumUp's innovative products and
services
Doing Business @ NOAH
Partnerships Interest
SumUp provides an open platform
allowing partners to seemingly
integrate not only the card terminal,
but also ecom, inapp and card on
file functionality on a large scale
Investor Interest
SumUp is break even. We are
looking to form long term
relationships with future supporters
Key Hires Interest
Head of Marketing
Attendees @ NOAH
Marc-
Alexander
Christ
Co-Founder
DRAFT
Speaker Profile
 Jama Nateqi is a medical doctor and co-
founder of SYMPTOMA.com, a search
engine for diseases
 He founded his first successful business in
1999 at the age of 16. Then studied human
medicine in Austria and performed the
research for his thesis at the Yale University,
School of Medicine in New Haven, CT
 Meanwhile he financed his studies himself
and co-founded his second company,
SYMPTOMA.com
Dr. Jama Nateqi
CEO
Key Company Facts
118
Healthcare, Science & Learning
Medical Search Engine for Physicians
Company Profile Symptoma @ NOAH
 Symptoma facilitates a search engine that enables physicians to search and
find information related to diseases according to its symptoms. It enables them
to find further symptoms, lab results, diagnostic test results, and complications
related to diseases
 After investing 10 years in Research & Development, SYMPTOMA probably
has established the biggest disease database in the world
 The company is operating at a profit since beginning. The European
Commission, the Dutch Ministry of Health and leading experts have
acknowledged SYMPTOMA to be the „best & most promising eHealth solution
in 2016“
 SYMPTOMA empowers physicians to diagnose even extremely rare diseases
 Symptoma was founded by Jama Nateqi and Thomas Lutz in 2009. It is based
in Salzburg, Austria
Key Corporate Facts
Headquarters Salzburg, Austria
Founded 2009
Employees 11-100
Active Markets International
Ownership Private
Website symptoma.com
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Dr. Jama
Nateqi
CEO
DRAFT
 Christian co-founded tado° in 2011 together
with Johannes and Valentin
 At tado° Christian is in charge of product,
production, financing, sales, and partnerships.
His passion is cutting edge energy technology
and its application in successful products
 Previously he worked with the venture capital
firm Target Partners, co-founded the mobile
telecommunication company BellPepper, and
worked with the consulting firm A.T. Kearney
 Christian holds a M.Sc. in mechanical
engineering from MIT (Cambridge, MA) as
well as a Dipl.-Ing. in engineering &
management from Technical University of
Munich
Christian Deilmann
Co-Founder & CEO
Key Company Facts
119
Industrials, Automation & IoT
Heating App for Private Homes and SMBs
Company Profile tado° @ NOAH
 At tado° people believe that it is possible to live comfortably and still act
responsibly. One third of the energy consumed around the world is used for
heating and cooling buildings
 The systems used for this are controlled by nonsmart technology that has
been outdated for decades. Tado believes in state of art intelligent technology
that automatically ensures that no energy is wasted. In turn, Tado developed
the Smart Thermostat and Smart AC Control to improve home savings and
comfort
 The philosophy follows three basic principles: Simplicity: easy to install and
use with a minimalist design; Comfort: automatically heats or cools based on
your location; Savings: reduces your energy consumption and costs
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Christian
Deilmann
Co-Founder
& CEO
Key Corporate Facts
Headquarters Munich, Germany
Founded 2011
Funding $57m
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Target Partners, Inven
Capital, Starkraft
Ventures, Siemens,
Shourtcut Ventures
Previous NOAH Content tado° at NOAH
Website tado.com
Traffic Apr-16 Apr-17
Unique Users 69k 186k
Visits 254k 634k
Minutes 02:41 01:32
Sessions
Mobile: 44%
Desktop: 56%
Mobile: 30%
Desktop: 70%
Apr 2017
Sources
Direct 58%, Search 26%,
Referrals 12%, Other 4%
Speaker Profile
DRAFT
Speaker Profile
 Founded Takeaway.com in 2000 and has
been the driving force in developing the
business since that time
 Studied Business & IT at the University of
Twente
 Started his entrepreneurial career during his
studies when he launched a business in web
development
 Inspired at a family gathering in a remote
area of Holland, he came up with the idea for
an online food delivery marketplace
 A member of the Advisory Board of
Hotelspecials and a member of the
Supervisory Board at Funda
Jitse Groen
Founder & CEO
Key Company Facts
120
Online Food Delivery
Leading Online Food Delivery Marketplace
Company Profile Takeaway.com @ NOAH
 Takeaway.com is the leading online food delivery marketplace in Continental
Europe
 The company is focused on connecting consumers and restaurants through its
platform. With its connected restaurants, Takeaway.com offers consumers a
wide variety of food choice
 The group mainly collaborates with delivery restaurants. In addition,
Takeaway.com also provides restaurant delivery services in 17 European
cities for restaurants that do not deliver themselves
 The group has rapidly grown to become a leading online food delivery
marketplace of Continental Europe with operations in the Netherlands,
Belgium, Germany, Austria, Poland, Switzerland, France, Luxembourg and
Portugal
 Business / revenue model: Order Commissions
 Addressable market size: €13bn in the active markets
Doing Business @ NOAH
Service Provider Interest
Ecommerce Services
• Online Aggregator Platforms
Partnerships Interest
No specific needs
Investor Interest
Open for opportunities
Key Hires Interest
Always seeking to acquire talented and
ambitious people
Main Presentation Topics
1. Takeaway.com History
2. Addressable Market and Market
Shares
3. Company Strategy
Attendees @ NOAH
Jitse Groen Founder & CEO
Key Corporate Facts
Headquarters Amsterdam, Netherlands
Founded 2000
Funding (pre-IPO) €87m
Employees 100-1,000
Active Markets International
Ownership
Public (40% free float)
Euronext Amsterdam
Company Presentation Click here to download
Website takeaway.com
Key Operating KPIs
Restaurants 28,787
Active Customers 8.9m
Orders 49.3m
GMV 2016 €942m
2015 2016 Growth
Revenues €77m €112m 45%
Adjusted EBITDA (€14m) (€18m) 33%
Margin (18%) (16%) N/A
Valuation Data and Financials
Market Cap €1.6bn
Source: FactSet (financial and valuation data as of 16/05/2017)
DRAFT
 Maya Bogle is the co-Founder of
Talenthouse, a platform dedicated to
developing creative talent around the World
with the technology to become the industry
leading source of creative solutions for
brands
 Maya is championing this cause and has
over 25 years experience in media. She
speaks regularly at conferences including
Cannes Lions, Social Media Week New
York, AdWeek Europe, Crowdsourcing
Week Singapore, the London F.ounders
Conference, Tech City Insider, the Media
Summit Manchester, Ibiza Music Video
Festival, Silicon Beach EU, NOAH and
numerous educational establishments
Maya Bogle
Co-Founder
Key Company Facts
121
Digital & Media
The Leading Open Source Creative Platform
Company Profile Talenthouse @ NOAH
 Talenthouse connects leading brands to a global community of multi-media
artists and creators who make on-brief creative work, concepts and ideas at
scale to power truly engaging and authentic marketing campaigns
 Leading brands on Talenthouse include: Marriott, Viber, Microsoft, Universal
Pictures, Universal Music Group, 20th Century Fox, Warner Bros., Pernod
Ricard, Nestle, Intel, P&G, Spotify, adidas, Mazda, Volkswagen, Pearson, and
more
 Celebrities who have worked with Talenthouse include: One Direction, Childish
Gambino, Avicii, Linkin' Park, Deadmau5, Stevie Nicks, Jessie J, Florence &
The Machine, Dr Dre, Tom Ford, Stan Lee, Paul McCartney, Rankin, Rihanna,
Justin Timberlake, among others
 Business / revenue model: Marketplace commissions
Doing Business @ NOAH
Service Provider Interest
Marketing
• Advertising Network
Partnerships Interest
Strategic Partnerships
Investor Interest
No specific needs
Key Hires Interest
CFO, CMO
Main Presentation Topics
1. The requirement for brands and their agencies to
source culturally relevant, authentic creative work at
speed, at volume and at the right price
2. Can creative agencies deliver the creative solutions
and work that brands require at scale?
3. Has the advertising industry focussed too much on
ad tech and not enough on sourcing creative work?
4. Can open sourcing provide a new model and way to
disrupt/transform the advertising industry?
Attendees @ NOAH
Maya Bogle Co-Founder
Claudia Fischer
Director of Brand
Partnerships GSA
Speaker Profile
Key Corporate Facts
Headquarters Los Angeles, CA, US
Founded 2009
Funding $6m (equity)
Employees 26-50
Active Markets Global
Ownership Private - VCs
Key Investors
ProSiebenSat.1, Reliance
Entertainment
Website talenthouse.com
Key Operating KPIs
Members 770k
Social Followers 2.8m
Social Reach 300m
2016
Revenues €1-10m
EBITDA Not profitable
DRAFT
 Yaron is leading Target Global’s Berlin
activities
 Current companies overseen by Yaron
include GoEuro, WeFox, Lemoncat and
Docplanner
 Prior to joining Target Global, Yaron
managed Hasso Plattner Ventures and was
a Partner at Giza Venture Capital
 Before becoming a venture capitalist Yaron
was a co-founder of Excedo Technologies
and an engineer in Intel’s Pentium product
division
 Yaron holds an MBA from INSEAD in
France and a B.Sc. in Information Systems
Engineering from Ben-Gurion University in
Israel
Yaron Valler
General Partner
Key Company Facts
122
Investors & Influencers
International Venture Capital Firm
Company Profile Target Global @ NOAH
 Target Global is an international VC firm with over $450 million in assets under
management and offices in Berlin, Moscow, Tel-Aviv and San Francisco. We
invest in fast-growing digital-enabled businesses operating in B2C and B2
SMB markets
 Target’s growth fund invests in Series B and later stage companies (both
primary and secondary), with an investment range of $5-30m. Target’s seed
stage fund invests in late seed and early Series A rounds, with an investment
range of $200-500k
 Since 2012 Target Global has invested in more than 40 leading companies
including Delivery Hero, Blue Apron, Dreamlines, Prosper, VATBox, WeFox
and Auto1
 Business / revenue model: Venture Capital
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2012
Employees 11-25
Active Markets Global
Previous NOAH Content Target Global at NOAH
Website targetglobal.vc
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
Interview with WeFox
Attendees @ NOAH
Yaron Valler General Partner
Alex Frolov General Partner
Shmuel Chafets General Partner
Mike Lobanov General Partner
Speaker Profile
Key Portfolio Companies
DRAFT
 Alexander founded Target Global in 2012
and is focused on the firm’s consumer
internet and marketplace investments,
including Delivery Hero, BlueApron, Juno
and Dreamlines
 Prior to joining Target Global, Alexander
worked at the VC firm DFJ Esprit in London.
Before that, he led several private and
corporate startups in the tech field, including
the medical business unit of United
Corporation for Innovations
 Alexander holds a bachelor’s degree from
LSE and an MBA from the London Business
School. Alexander also holds the CFA
designation
Alexander Frolov
General Partner
Key Company Facts
123
Investors & Influencers
International Venture Capital Firm
Company Profile Target Global @ NOAH
 Target Global is an international VC firm with over $450 million in assets under
management and offices in Berlin, Moscow, Tel-Aviv and San Francisco. We
invest in fast-growing digital-enabled businesses operating in B2C and B2
SMB markets
 Target’s growth fund invests in Series B and later stage companies (both
primary and secondary), with an investment range of $5-30m. Target’s seed
stage fund invests in late seed and early Series A rounds, with an investment
range of $200-500k
 Since 2012 Target Global has invested in more than 40 leading companies
including Delivery Hero, Blue Apron, Dreamlines, Prosper, VATBox, WeFox
and Auto1
 Business / revenue model: Venture Capital
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
VC, Transportation, Marketplaces
Attendees @ NOAH
Yaron Valler General Partner
Alex Frolov General Partner
Shmuel Chafets General Partner
Mike Lobanov General Partner
Speaker Profile
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2012
Employees 11-25
Active Markets Global
Previous NOAH Content Target Global at NOAH
Website targetglobal.vc
Key Portfolio Companies
DRAFT
Speaker Profile
 Peter is leading content, product
development, tech, traffic, monetization, and
communications at testberichte, Germany's
biggest platform for professional product
reviews.
 In prior roles, Peter built Canada's largest
online publication as CEO of Vancouver-
based Suite101.com, and developed market
strategies for European mobile operators,
working as a BCG strategy consultant
Peter Berger
COO
Key Company Facts
124
Digital & Media
Germany’s Biggest Portal for Professional
Product Reviews
Company Profile Testberichte.de @ NOAH
 Testberichte is Germany's biggest portal for professional product reviews
 The company is based in Berlin, employs 90 people and already serves an
audience of 5 million monthly uniques
 Starting in early summer 2017, Testberichte is innovating to make well-
researched, unbiased buying decisions one-stop experiences for consumers
 Business / revenue model: Advertising, Affiliate, Paid Content
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2000
Employees 51-100
Active Markets National
Ownership Private – Founders only
Website testberichte.de
Traffic Apr-16 Apr-17
Unique Users 3.6m 4.6m
Visits 9.6m 7,9m
Minutes 02:50 02:43
Sessions
Mobile: 31%
Desktop: 69%
Mobile: 30%
Desktop: 70%
Apr 2017
Sources
Direct 14%, Search 81%,
Referrals 4%, Other 1%
2016
Revenues Undisclosed
EBITDA Profitable
Doing Business @ NOAH
Service Provider Interest
n/a
Partnerships Interest
Identifying consumer needs; product
journalism; ecommerce user-generated
content
Investor Interest
Potentially after demonstrating scaling
potential of our new model
Key Hires Interest
No specific needs
Attendees @ NOAH
Peter Berger COO
Main Presentation Topics
1. Overview of our market
environment
2. User-centric innovation
DRAFT
Speaker Profile
 In August 2016, Sascha Mallah was
appointed Managing Director of Teufel
 Prior to this, he nearly doubled Teufel’s
revenue as Director for Marketing & Sales.
Within his 3.5-year tenure in the marketing
department, he successfully developed the
Teufel brand and created popular
touchpoints for Teufel fans, such as the
Berlin flagship store
 Mr. Mallah brings many years’ Sales and
Marketing as well as CE experience to
Teufel. As the Director of Distribution at
Harman International, he was responsible
for the many brands across the EMEA
 Previous to this, he was managing director
for Harman CE UK/ IRL
Sascha Mallah
Managing Director
Key Company Facts
125
Consumer Goods, Retail & Ecommerce
Largest German Audio Manufacturer
Company Profile Teufel @ NOAH
 Founded in 1979 in Berlin, Teufel has grown into one of the largest German
audio manufacturers and Europe's #1 direct seller of loudspeaker systems
 The Teufel product portfolio includes stereo, home cinema, gaming sound,
headphones, WiFi streaming and Bluetooth speakers. In addition, Teufel offers
the largest selection of THX certified speakers in the world
 Countless awards and commendations attest to the company’s high standards
and winning product designs
 Teufel products are exclusively available via direct sale
 Business / revenue model: DTC manufacturer
 Addressable market size: €5.8bn
Key Corporate Facts
Headquarters Berlin, Germany
Founded 1979
Employees 100-1,000
Active Markets International
Ownership Private - VCs
Key Investors HG Capital
Website teufelaudio.com
Main Presentation Topics
1. Why we are the pirates of the audio market
2. The advantages of direct distribution
3. How we achieved a CAGR >20%
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Attendees @ NOAH
Sascha Mallah
Managing
Director
Joachim Wimmers
Managing
Director
Matthias Paratsch
GM Strategy &
Corporate Projects
Traffic Apr-16 Apr-17
Unique Users 323k 520k
Visits 951k 961k
Minutes 04:01 04:15
Sessions
Mobile: 33%
Desktop: 67%
Mobile: 37%
Desktop: 63%
Apr 2017
Sources
Direct 32%, Search 41%,
Referrals 18%, Display Ads
5%, Other 4%
2016
Revenues €100-1,000m
EBITDA Undisclosed
DRAFT
 Dr. Reinhold Achatz is Head of the Corporate
Function Technology, Innovation and
Sustainability at thyssenkrupp AG
 In this position he is globally responsible to
initiate and implement future oriented
projects, to identify and leverage synergies
between thyssenkrupp’s businesses and to
define, implement and improve processes
 He holds a degree in Electrical Engineering
from the Friedrich-Alexander University in
Erlangen-Nuremberg, a Ph.D. in Information
Technology in Mechanical Engineering (Dr.
Ing.), from the Technical University of Munich
and was awarded an honorary advisory
professorship from the Tsinghua University in
Beijing, China
Dr. Reinhold E. Achatz
CTO
Key Company Facts
126
Industrials, Automation & IoT
Allianz Group’s Investment Arm
Company Profile thyssenkrupp @ NOAH
 thyssenkrupp is a diversified industrial group with traditional strengths in
materials and a growing share of capital goods and service businesses
 Over 156,000 employees in nearly 80 countries work with passion and
technological know-how to develop high-quality products and intelligent
industrial processes and services for sustainable progress
 Our business operations are organized in six business areas: Components
Technology, Elevator Technology, Industrial Solutions, Materials Services,
Steel Europe and Steel Americas
 Business / revenue model: Manufacturing
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Dr. Reinhold E.
Achatz
CTO
Key Corporate Facts
Headquarters Essen, Germany
Founded 1999
Employees Over 1,000
Active Markets Global
Ownership
Public
EPA
Company Presentation Click here to download
Website thyssenkrupp.com
Valuation Data and Financials
Market Cap €12.2bn
Traffic Apr-16 Apr-17
Unique Users 113k 127k
Visits 302k 256k
Minutes 03:30 02:57
Sessions
Mobile: 28%
Desktop: 72%
Mobile: 26%
Desktop: 74%
Apr 2017
Sources
Direct 27%, Search 28%,
Referrals 41%, Other 4%
Source: FactSet (financial and valuation data as of 16/05/2017)
2016 2017 Growth
Revenues €39.7bn €41.1bn (5%)
EBITDA €2.6bn €2.9bn 10%
Margin 7% 7% -
EV/EBITDA 6.8x 6.1x (9%)
P/E 83.1x N/A -
Speaker Profile
DRAFT
 Clare was appointed as CEO of Trainline in
June 2014 and has since led significant
digital innovation aimed to deliver a
seamless customer experience, especially
through mobile and AI technology
 Clare has also expanded Trainline to
mainland Europe. Prior to Trainline, Clare
spent 10 years at eBay, latterly as VP
UK/Greater Europe, where she led a period
of exceptional growth
 Before eBay, Clare was at Boston
Consulting Group in London and Unilever
 Clare holds a Bachelor of Commerce
(International) degree from University
College Dublin, and was ranked amongst
‘Europe’s Top 40 under 40’ leaders in 2012
Clare Gilmartin
CEO
Key Company Facts
127
Travel & Tourism
Digital Rail Mobility Platform
Company Profile Trainline @ NOAH
 Trainline is the world’s leading independent digital rail platform
 We sell tickets worldwide on behalf of 86 train companies, helping our
customers make more than 125,000 journeys every day in and across 24
countries
 We are a one-stop shop for rail travel, bringing together major train companies
onto one platform, providing our customers with a complete set of travel
options and offering unique, AI driven travel information and travel
recommendations
 Business / revenue model: Ticket commissions
 Addressable market size: $230bn (Global Rail Market)
Attendees @ NOAH
Clare Gilmartin CEO
Main Presentation Topics
1. How Trainline is pioneering smarter
train travel using AI
2. How smarter train travel is growing
the rail industry
3. The positive impact of 'more rail
travel' on economies and the
environment
Key Corporate Facts
Headquarters London, UK
Founded 1997
Employees 100-1,000
Active Markets International
Ownership Private - VCs
Key Investors KKR
Previous NOAH Content Trainline at NOAH
Website trainline.com; trainline.eu
Speaker Profile
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
Other disruptive tech-led brands
with opportunities for cross-sell
Investor Interest
No specific needs
Key Hires Interest
Scaling globally and keen to
continue hiring best in class talent,
particularly in tech and marketing
Traffic 2017
Monthly Users 16.5m
Monthly Visits >45m
Monthly Sessions
Mobile: >75%
Desktop: <30%
2016
Revenues Over 1,000m
EBITDA €11-50m
Key Operating KPIs
Tickets Sold per Minute 100
YoY Growth on App Transactions 120%
Ticket Sales Processed per Year £2.3bn
DRAFT
Speaker Profile
 Rolf Schrömgens is an innovative German
entrepreneur, who is best known for his role
as Founder and MD for trivago
 Pushing the boundaries of data-driven
product development and rethinking the way
that tech companies nurture and develop
their talents are among his expertise
 Parallel to spending his time at trivago, he
held a position of President of the
Entrepreneur’s Organization in Germany.
 Previously, Rolf was head of VP Product &
Strategy at Ciao.com
 Born and raised in Mönchengladbach, Rolf
attended HHL (Leipzig Graduate School of
Management)
Rolf Schrömgens
Founder & CEO
Key Company Facts
128
Travel & Tourism
Global Hotel Search Platform
Company Profile trivago @ NOAH
 Founded in 2005 and headquartered in Dusseldorf, Germany, trivago is a
global hotel search platform, focused on reshaping the way travelers search
for and compare hotels
 trivago’s mission is to “be the traveler’s first and independent source of
information for finding the ideal hotel at the lowest rate.
 As of September 30, 2016, trivago’s global hotel search platform offered
access to approximately 1.3 million hotels in over 190 countries
 trivago’s platform can be accessed globally via 55 localized websites and apps
in 33 languages
 Business / revenue model: Commissions
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Rolf
Schrömgens
Founder & CEO
Axel Hefer CFO
Sydney Burdick
Corporate
Communications
Key Corporate Facts
Headquarters Düsseldorf, Germany
Founded 2005
Employees Over 1,000
Active Markets Global
Ownership
Public
NASDAQ
Company Presentation Click here to download
Previous NOAH Content trivago at NOAH
Website trivago.com
Key Operating KPIs
Qualified Referrals Q1 2017 177.2m
Revenue per Qualified Referral Q1 2017 €1.49
Return on Advertising Spend Q1 2017 121%
Q1 2016 Q1 2017 Growth
Revenues €159m €268m 68%
EBITDA €7.7m €19.3m 151%
Margin 5% 7% 2%
Valuation Data and Financials
Approx. Market Cap €6.4bn
Net Debt €241m
Approx. EV €6.3bn
Traffic Apr-16 Apr-17
Unique Users 2.5m 11.9m
Visits 14.9m 18.9m
Minutes 04:36 04:14
Sessions
Mobile: 73%
Desktop: 27%
Mobile: 69%
Desktop: 31%
Apr 2017
Sources
Direct 31%, Search 48%,
Referrals 14%, Display Ads
5%, Other 2%
Source: FactSet (financial and valuation data as of 16/05/2017)
DRAFT
Speaker Profile
 Friedrich became sole Chief Executive of TUI
Group in February 2016, after an interim period as
CEO following the merger of TUI AG and TUI
Travel PLC in December 2014
 Prior to joining TUI AG Friedrich was Chief
Executive Officer of Vodafone Germany from 2005
until September 2012, in charge of the largest
operating company in the global Vodafone Group
 At an international level, Joussen was a member
of the Board of the Group-owned venture capital
company Vodafone Ventures and was a member
of the CEO Council and the Strategy Board of the
Vodafone Group
 He studied electrical engineering at RWTH
Aachen University and graduated as an engineer.
After graduation Joussen gained some initial
professional experience in Portland/Oregon (USA)
Friedrich Joussen
CEO
Key Company Facts
129
Travel & Tourism
Multinational Travel and Tourism Company
Company Profile TUI Group @ NOAH
 TUI Group is the world's leading tourism business, consisting of a large
portfolio of strong tour operators, 1,600 travel agencies and leading online
portals, five tour operator airlines with around 150 aircrafts, more than 300
hotels with around 214,000 beds, 14 cruise liners and incoming agencies in all
major destinations around the globe
 This integrated offering enables us to provide our 20 million customers with an
unparalleled experience
 Global responsibility for sustainable economic, environmental and social
activity is the core of Group’s corporate culture
 Flexible model with a balanced portfolio of businesses, which further enhances
resilience
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Friedrich
Joussen
CEO
Key Corporate Facts
Headquarters Hanover, Germany
Founded 1923
Employees Over 60,000
Active Markets Global
Ownership
Public
EPA
Company Presentation Click here to download
Website tuigroup.com
Key Operating KPIs
Customers 20m
Travel Agencies 1,600
2016 2017 Growth
Revenues €14.8bn €15.7bn 6%
EBITDA €1.2bn €1.3bn 9%
Margin 8% 8% -
Valuation Data and Financials
EV €7.9bn
Source: FactSet (financial and valuation data as of 02/06/2017)
DRAFT
 A digital marketer by background, Peter is
CEO of TUNE, the enterprise platform for
mobile marketing
 ​As CEO, Peter took TUNE’s first mobile
products to market in 2012 and raised
$36.4m to date with Accel Partners, Icon
Ventures, and others while continuing to run
a profitable organization
 In 2015, Peter led the launch of the TUNE
Marketing Console, a game-changing
product for marketers. With the TUNE
Marketing Console, the entire marketing
organization has one unified dashboard, a
command center for driving unparalleled
results on mobile
Peter Hamilton
CEO
Key Company Facts
130
B2B & SaaS Analytics
Enterprise Platform for Mobile Marketing
Company Profile Tune @ NOAH
 Founded and initially bootstrapped by twin brothers Lucas and Lee Brown,
TUNE is the Seattle-based attribution analytics company behind the products
MobileAppTracking (MAT) and HasOffers
 With a mission to make mobile marketing better for everyone, TUNE creates
SaaS products to help marketers manage performance advertising
relationships across mobile and desktop
 Named the 63rd fastest growing company by Inc. 500 in 2013 and a top 10
mobile advertising company by VentureBeat, TUNE is backed by Accel
Partners (investment led by Rich Wong) and has more than 200 employees
with additional offices in San Francisco, NYC, Seoul, Tel Aviv, and London
 Business / revenue model: SaaS, subscription-based
Speaker Profile
Traffic Apr-16 Apr-17
Unique Users 177k 209k
Visits 625k 571k
Minutes 02:35 02:59
Sessions
Mobile: 34%
Desktop: 66%
Mobile: 28%
Desktop: 72%
Apr 2017
Sources
Direct 29%, Search 31%,
Referrals 23%, Mail 8%,
Display Ads 7%, Other 2%
Key Corporate Facts
Headquarters Seattle, WA, US
Founded 2009
Funding $36m
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Accel Partners, Icon
Ventures, Founders’
Co-op
Website tune.com
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Peter Hamilton CEO
DRAFT
 Kevin H. Johnson is an e-commerce veteran
with a passion for digital marketing and
education
 Before joining Udemy, Kevin served as CEO
of Ebates Inc., a leading e-commerce
marketplace ranked as a top-fifteen U.S. e-
commerce brand by eMarketer. Prior to that
Kevin held leadership roles at Acxiom
Digital, Netcentives, and the Boston
Consulting Group
 Kevin also co-founded and served as CEO
of Passporta.com, an e-commerce business
providing hard-to-find local specialties. He
received an MBA from Stanford University
and a BA from the University of California at
Berkeley
Kevin H. Johnson
CEO
Key Company Facts
131
Healthcare, Science & Learning
Global Marketplace for Learning and
Teaching Online
Company Profile Udemy @ NOAH
 Udemy was founded in 2010 with the aim of improving lives through learning
 Udemy is a global marketplace for learning and teaching online where more
than 15 million students learn from an extensive library of 45,000 courses
taught by expert instructors in 80 different languages
 Whether learning for professional development or personal enrichment,
students can master new skills through self-paced, on-demand courses, while
instructors have a way to share their knowledge with the world
 For companies, Udemy for Business offers subscription access to a collection
of business-relevant courses as well as a simple platform to host and distribute
their own content in one central place. Udemy is privately owned and
headquartered in San Francisco with offices in Ireland and Turkey
 Business / revenue model: Commissions
Attendees @ NOAH
Kevin H.
Johnson
CEO
Lea Bauer Head of DACH
Main Presentation Topics
N/A
Key Corporate Facts
Headquarters San Francisco, CA, US
Founded 2010
Employees 100-1,000
Active Markets Global
Ownership Private – VCs
Key Investors
Naspers, Stripes Group, NVP, Insight, Lightbank,
500 Startups
Website udemy.com
Speaker Profile
Key Operating KPIs
Students 15m
Courses 45k
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
DRAFT
Speaker Profile
 As the CEO of WATTx, Bastian is
responsible for shaping the concept and
building an idea- and tech-driven company
builder from scratch
 Following a Master’s degree in Economics
and Finance, Bastian started his
professional career with BCG
 His work predominantly focused on the
energy industry and on developing as well
as implementing new corporate strategies,
driving holistic transformation efforts, as well
as shaping new programs for corporate
innovation
 Bastian then moved to New York to drive the
foundation of the BCG Bruce Henderson
Institute
Bastian Bergmann
CEO
Key Company Facts
132
Industrials, Automation & IoT
IoT-focused Company Builder
Company Profile WATTx @ NOAH
 WATTx is a company builder focused on creating deep technologies in the
world of the industrial and consumer IoT
 A team of user experience researchers, designers, software and hardware
engineers, data scientists, and business developers
 WATTx identifies problems and find solutions, taking own ideas from concept
to prototype to company formation in only a few months
 As of May 2017, WATTx team has successfully launched two companies:
Snuk (snuk.io) and Statice (statice.io)
 Current focus areas include IoT in the context of commercial buildings,
conversational interfaces, IoT Security, as well as IoT in Shipping
 Business / revenue model: Incubator
 Addressable market size: Estimated $11tn in 2025
Key Corporate Facts
Headquarters Berlin, Germany
Founded January 2016
Employees 26-50
Active Markets International
Ownership Private
Key Investors The Viessmann Group
Product Presentation Click here to download
Website wattx.io
Traffic Apr-16 Apr-17
Unique Users <5k <5k
Visits <5k <5k
Minutes 01:07 13:32
Sessions
Mobile: 0%
Desktop: 100%
Mobile: 0%
Desktop: 100%
Apr 2017
Sources
Direct 40%, Search 49%,
Referrals 4%, Social 7%, Other
0%
Doing Business @ NOAH
Service Provider Interest
Offline Services
• Corporate Lawyers
• Notaries
• Tax Advise
Digital Services
• Cloud Services
• Data Management Platforms
• Team & Project Management
Partnerships Interest
Investors as well as corporate partners to
collaborate on venture building
Key Hires Interest
Founders for WATTx Ventures
Main Presentation Topics
1. Deep technologies
2. Industrial and consumer IoT
3. Startups and company building
Attendees @ NOAH
Bastian
Bergmann
CEO
DRAFT
 A passionate founder influenced by his
entrepreneurial father from a very young age
 After completing his studies at the University
of St. Gallen in Switzerland, he moved to
London where he played a leading role in
building the fastest growing company of all
time – Groupon
 In 2014 he founded FinanceFox (currently
wefox). wefox achieved the largest
investment round in the insurtech sector in
2016
 Julian’s vision for wefox is to revolutionise
the insurance experience all over the world
Julian Teicke
CEO
Key Company Facts
133
Fintech
Service Platform for Insurance
Company Profile wefox @ NOAH
 The Insurtech company wefox was founded in Switzerland under the name
FinanceFox in November 2014. wefox is an innovative and independent
service platform for end customers, brokers and insurance companies. wefox
combines expertise and extensive experience in the insurance market with the
new possibilities from digital technologies. The service platform allows
customers, brokers and insurance companies to manage insurance, finance
and business products in the most intelligent and efficient manner
 Since its operative start in Switzerland in September 2015, Germany in
October 2015 and Austria in November 2016, over 100k insurance policy
holders have joined the wefox community. The company, currently over 100
employees, has partnerships with brokers & insurance companies throughout
Germany, Switzerland and Austria. Plans are in place for increased growth in
established markets as well as further Internationalisation
 Business / revenue model: Commissions
Doing Business @ NOAH
Service Provider Interest
Analytics
Partnerships Interest
Affiliate, Insurance companies
Investor Interest
No specific needs
Key Hires Interest
Head of Product
Attendees @ NOAH
Julian Teicke CEO
Main Presentation Topics
1. The wefox community
2. wefox's value add for brokers
3. Innovation partnerships with
insurance companies
Speaker Profile
Key Operating KPIs
Customers +125k
Brokers +500
2016
Revenues €1-10m
EBITDA Undisclosed
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2014
Funding +€30m
Employees 100-1,000
Active Markets International
Ownership Private – VCs
Key Investors
Horizons, Target Global,
Salesforce, IDinvest,
SpeedInvest
Previous NOAH Content wefox at NOAH
Website wefox.de
DRAFT
Speaker Profile
 Clark Stacey is the co-founder and CEO of
WildWorks
 He began his career in interactive
entertainment with Beyond Games,
 In 2015, Clark co-founded the Utah Digital
Entertainment Network, a non-profit
corporation connecting digital media
entrepreneurs to resources and mentoring,
and promoting Utah as an international hub
for digital entertainment development
 Clark graduated from the University of Utah
with a degree in English Literature and
Philosophy
Clark Stacey
CEO
Key Company Facts
134
Apps World
Leading Online Games Developer
Company Profile WildWorks @ NOAH
 WildWorks (formerly Smart Bomb Interactive) is a leading developer of online
worlds and free-to-play games for players of all ages
 Founded in 2003 by game industry veterans, WildWorks builds and publishes
blockbuster mobile, social and online games
 In 2010, WildWorks launched Animal Jam, which has grown to become the
world’s largest online social network for kids. Through a collaborative
association with the National Geographic, Animal Jam incorporates rich factual
content about science and animals, and provides free learning resources for
teachers and parents through its “AJ Academy” portal. The mobile extension of
this world, Animal Jam - Play Wild!, is consistently a top grossing iPad/iPhone
game in the 'kids 9-11' and 'educational games' categories in the United States
 Business / revenue model: Subscriptions
 Addressable market size: $325m
Key Corporate Facts
Headquarters Salt Lake City, US
Founded 2003
Employees 100-1,000
Active Markets International
Product Infographic Click here to download
Website wildworks.com
Traffic Apr-16 Apr-17
Unique Users 5.83M 6.4MM
Visits 25MM 22MMk
Minutes 10:21 07:35
Sessions
Mobile: 4%
Desktop: 96%
Mobile: 4%
Desktop: 96%
Apr 2017
Sources
Direct 58%, Search 26%,
Referrals 16%, Other 0%
Doing Business @ NOAH
Service Provider Interest
Marketing
• Other
Partnerships Interest
Media/content partnerships
(revenue shares, video
distributions, etc.)
Investor Interest
Open for discussions
Key Hires Interest
No specific needs
Attendees @ NOAH
Clark Stacey CEO
Main Presentation Topics
N/A
DRAFT
Speaker Profile
 Avishai is an experienced technology
entrepreneur and developer
 Prior to founding Wix in 2006, Avishai led
several successful start-ups, including the
software company AIT, which he founded in
1994 and sold in 1997. From AIT, Avishai
then moved to co-found Sphera Corporation
in 1998 (acquired by SWsoft, Inc. in 2007)
 During this time Avishai was also VP
Strategic Alliances at ArelCom. Avishai was
part of the team that successfully sold this
business in 2006
 In addition to that, Avishai has also been the
driving force behind the release of over 15
software products that have since been used
by millions worldwide
Avishai Abrahami
Co-Founder & CEO
Key Company Facts
135
B2B & SaaS
SaaS Platform for Web Development
Company Profile Wix.com @ NOAH
 Wix.com is a leading global software platform for small businesses to operate
online with over 107 million registered users worldwide
 Wix was founded on the belief that the Internet should be accessible to
everyone to develop, create and contribute. Through free and premium
subscriptions, Wix empowers millions of businesses, organizations,
professionals and individuals to take their businesses, brands and workflow
online. Wix ADI, the Wix Editor and a highly curated App Market enable users
to build and manage a fully integrated and dynamic digital presence
 Wix's headquarters are in Tel Aviv with offices in Be'er Sheva, San Francisco,
New York, Miami, Berlin, Vilnius, Kiev, and Dnepropetrovsk
 Business / revenue model: Freemium / subscription
 Addressable market size: Hundreds of millions
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
Investor Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Avishai
Abrahami
Co-Founder & CEO
Key Corporate Facts
Headquarters Tel Aviv, Israel
Founded 2006
Employees Over 1,000
Active Markets Global
Ownership
Public
NASDAQ
Company Presentation Click here to download
Previous NOAH Content Wix.com at NOAH
Website wix.com
Key Operating KPIs
Total Collections 2016 $342m
Registered Users 106m
Premium Subscriptions 2.8m
2016 2017E Growth
Revenues €259m €423-
427m
38-39%
FCF €32m €67-68m
Margin 13% 16% 85-88%
P/FCF 115.6x 54-55x (53%)
P/E N/M N/M -
Valuation Data and Financials
Market Cap €3.7bn
Net Cash €145m
EV €3.5bn
Source: FactSet (financial and valuation data as of 16/05/2017)
DRAFT
 Robert Gentz is co-founder and member of
the management board at Zalando SE,
Europe’s leading online fashion platform
 He’s responsible for the retailer’s tech
business as well as strategy and
management of new business
 Robert founded Zalando together with his
partner David Schneider in 2008 in Berlin
 Before this, he studied Business
Administration at the WHU – Otto Beisheim
Graduate School of Management,
graduating in 2007
Robert Gentz
Co-Founder and
Member of the
Management Board
Key Company Facts
136
Luxury & Fashion
Europe’s Leading Online Fashion Platform
Company Profile Zalando @ NOAH
 Zalando is Europe’s leading online fashion platform for women, men and
children. We offer our customers a one-stop, convenient shopping experience
with an extensive selection of fashion articles including shoes, apparel and
accessories, with free delivery and returns
 Our assortment of over 1,500 international brands ranges from popular global
brands, fast fashion and local brands, and is complemented by our private
label products
 Our localized offering addresses the distinct preferences of our customers in
each of the 15 European markets we serve
 Our logistics network with four centrally located fulfillment centers in Germany
allows us to efficiently serve our customers throughout Europe, supported by
warehouses in Northern Italy and France with a focus on local customer needs
 Business / revenue model: Online retailer
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
See https://jobs.zalando.com
Main Presentation Topics
Future of fashion e-commerce
Attendees @ NOAH
Robert Gentz
Co-Founder and
Member of the
Management Board
Key Corporate Facts
Headquarters Berlin, Germany
Founded 2008
Employees More than 12,000
Active Markets 15 markets in Europe
Ownership Public
Previous NOAH Content Zalando at NOAH
Website zalando.com
2016 2017 Growth
Revenues €3.6bn €4.5bn 5%
EBITDA €260m €320m 23%
Margin 7% 7% -
EV/EBITDA 34.2x 27.8x (19%)
P/E 80.0x 55.2x (31%)
Valuation Data and Financials
Market Cap €9.8bn
Source: FactSet (financial and valuation data as of 16/05/2017)
Note: 2017 financials are FactSet estimates and do not represent official Zalando data
Key Operating KPIs
Visits per month 200m
Active Customers Q1 2017 20.4m
Speaker Profile
DRAFT
 Mikkel Svane is the CEO and founder of
Zendesk. He has served as CEO and a
member of the board of directors since
August 2007. He was appointed Chair of the
board of directors in January 2014.
 A Dane-turned-San Franciscan, Mikkel in
2009 moved the company from Copenhagen
to San Francisco. He keeps Zendesk’s
Danish design roots at the center of the
product while growing the number of people
using it to hundreds of millions worldwide
 He holds an A.P. in marketing management
from Arhus Kobmandsskole
Mikkel Svane
CEO
Key Company Facts
137
B2B & SaaS
Global Customer Service Software Company
Company Profile Zendesk @ NOAH
 Zendesk Inc. is a global customer service software company headquartered in
San Francisco, California
 Zendesk builds software to help companies improve customer relationships
through higher customer engagement and better customer insights
 Zendesk's family of products represent the shift the company has made from a
single customer service product to a unified consortium of products that are all
focused on improving customer relationships
 All of the products in the Zendesk family work closely together through a
common user interface and are being developed to provide a single login and
a shared customer data platform. The family includes: Support, Guide,
Connect, Explore, Help Center, Chat, Talk, and Message
 Business / revenue model: SaaS, subscription-based
Doing Business @ NOAH
Service Provider Interest
No specific needs
Partnerships Interest
No specific needs
M&A Interest
No specific needs
Key Hires Interest
No specific needs
Main Presentation Topics
N/A
Attendees @ NOAH
Mikkel Svane CEO
Key Corporate Facts
Headquarters San Francisco, CA, US
Founded 2007
Employees Over 1,000
Active Markets Global
Ownership
Public
NYSE
Company Presentation Click here to download
Previous NOAH Content Zendesk at NOAH
Website zendesk.com
2016 2017 Growth
Revenues €312m €421m 35%
EBITDA €6m €13m 97%
Margin 2% 3% 1%
Valuation Data and Financials
Market Cap €2.4bn
Traffic Apr-16 Apr-17
Unique Users 16.5m 31.8m
Visits 61.2m 62.9m
Minutes 07:48 08:13
Sessions
Mobile: 35%
Desktop: 65%
Mobile: 34%
Desktop: 66%
Apr 2017
Sources
Direct 35%, Search 24%,
Referrals 33%, Mail 6%, Other
2%
Key Operating KPIs
Paid Customer Accounts Q1 2017 +100k
Speaker Profile
Source: FactSet (financial and valuation data as of 16/05/2017)

NOAH17 Berlin Speaker Book

  • 1.
  • 2.
    Table of Contents Program SpeakerBook NOAH Disruptor List 5 7 129
  • 3.
    110+ Confirmed SpeakersMain Stage EV - Enterprise Value / F - Funding / FS - Fund Size / N/A - Not Available | Valuation dates as of 06/03/17 REGISTER HERE 22-23 JUNE 2017 TEMPODROM - BERLIN Thomas Ebeling CEO Martin Ott Managing Director, Central Europe Maya Bogle Co-Founder Greg Ellis CEO Shaul Olmert Co-Founder & CEO Travis Witteveen CEO Donata Hopfen CEO Jens Müffelmann CEO Peter Berger COO Mathias Döpfner CEO EV: €5.5bn EV: €11.3bn EV: €353bn EV: €3.4bn N/A N/A N/A N/A N/A F: €29m Peter Terium CEO Cedrik Neike - Memberof the Managing Board Gerhard Cromme Chairman EV: €19.8bn EV: €120.8bn EV: €120.8bn Ludovic Le Moan Co-Founder & CEO Gisbert Rühl CEO Christian Deilmann Co-Founder & CEO Klaus Rosenfeld CEO Bastian Bergmann CEO Dr. Reinhold Achatz CTO Friedrich Joussen CEO Rolf Schrömgens Co-Founder & CEO Carsten Spohr CEO Glenn Fogel CEO N/A EV: €13.1bn F: €294m F: €50m EV: €1.5bn EV: €18.4bn EV: €8.6bn EV: €8.1bn EV: €4.3bn EV: €84.4 bn Mikhail Sokolov CEO FOLLOW YOUR DREAMS Oliver Dlouhy CEO Johannes Reck Co-Founder & CEO Mike McGearty CEO Carsten Kengeter CEO N/A N/A F: €88m F: €43m EV: €14.1bn Marko Wenthin Board Member AlexanderGraubner-Müller Founder & CEO F: €154m Raffael Johnen CEO Rolf Cederstrom Co-Founder F: €188m F: €166m Anne Boden CEO F: €66m F: €40m Peter Smith Co-Founder & CEO Valentin Stalf Co-Founder & CEO Dr. Carolin Gabor Managing Director Max von Bismarck CBO & Managing Director Erik Voorhees Founder & CEO F: €22m F: €11m F: €50m F: €28m F: €22m Olivier Reppert CEO José Neves CEO RobertGentz-Member oftheManagementBoard &Founder fresh flowers delivered Franziska v. Hardenberg Founder & CEO Julia Bösch Founder & MD Chris Morton Co-Founder & CEO Oliver Samwer Founder & CEO Jitse Groen CEO Fabian Siegel Founder & CEO Tamir Carmel Founder Ralf Wenzel CSO Adrian Blair COO N/A N/A EV: €1.4bn F: €57m F: €57m EV: €8.5bn EV: €1.4bn EV: €2.9bn EV: €2.6bn F: €26m N/A EV: €4.6bn Mikkel Svane CEO Avishai Abrahami Co-Founder & CEO Michelle Zatlyn Co-Founder EV: €2.5bn EV: €3.0bn EV: €2.4bn Oren Kaniel Co-Founder & CEO Ran Sarig Co-Founder & CEO Bertrand Schmitt Co-Founder & CEO Dr. Liraz Margalit Head of Behavioral Research Peter Hamilton CEO Amir Orad CEO Or Offer Co-Founder & CEO Alex Kayyal - Head of Salesforce Ventures Europe Eugene Mizin CEO F: €61m EV: €57m F: €60m F: €35m F: €52m F: €47m F: €149m F: €79m F: €89m Timo Rain Founding Co-CEO Clark Stacey CEO Karim Morsy CEO Whitney Wolfe Founder & CEO Ida Tin Co-Founder & CEO Lucas von Cranach Founder & CEO N/A N/A N/A F: €30m F: €28m F: €19m ® Sophia Rodzynek Online Gamer Marco Rodzynek Founder & CEO ® David Goldberg Co-Founder & CEO Karel Doerner Senior Partner Alexandre Mars Founder & CEO Dr. Klaus Hommels Founder & CEO Teddie Wardi Partner Rainer Maerkle General Partner Yaron Valler General Partner Alexander Frolov General Partner Eden Shochat Partner Jon Medved Founder & CEO N/A N/A N/A FS: €350m FS: €285m FS: €283m FS: €283m FS: €712m FS: €141m FS: €100m Digital & Media Industrials, Automation & IoT Travel & Tourism Fintech Luxury & Fashion Food & Restaurants B2B & SaaS Gaming & Apps Interviewers Investors & Influencers Luke Nolan CEO F: €55m Clare Gilmartin CEO EV: €642m Julian Teicke CEO F: €31m Min-Sung Sean Kim Partner EV: €76.8bn Markus Witte CEO Dr. Friedrich Schwandt Founder & CEO Kevin H. Johnson CEO N/A F: €164m F: €30m Ali Parsa Founder & CEO F: €75.3m Healthcare, Science & Learning Julie Teigland - Managing PartnerEYGermany,Switzerland, Austria N/A Andreas Koenig CEO EV: €1.0bn Paul Roehrig -Chief Strategy Officer, Cognizant Digital Business EV: €31.7bn Nimrod Lehavi Co-Founder & CEO F: €8m Max Laemmle Founder & CEO N/A Payments John Collison President Ludovic Houri VP Products Pieter van der Does CEO EV: €2.2bn EV: €8.7bn EV: €5.3bn Marcus W. Mosen CEO EV: €700m Marc-Alexander Christ Co-Founder F: €42m Christian Sewing Deputy CEO EV: €24.4bn Nicolas Brusson Co-Founder&CEO Hakan Koç - Co-Founder & Co-CEO Talmon Marco Co-Founder & CEO Nico Gabriel CEO Thilo Koslowski CEO Digital Dr. Richard Lutz CEO Dave Waiser Founder & CEO N/A EV: €15.3bn N/A EV: €1.5bn F: €495m F: €112m EV: €178m Jochen Engert Founder & MD Paulin Dementhon Founder & CEO N/A F: €41m Mobility Dror Efrat Founder & CEO N/A Dirk Proessel CEO Alberto Genovese CEO N/A N/A Marketplaces Mauro Giacobbe CEO N/A Andreas Kupke Managing Director F: €51m Olaf Koch CEO Jody Ford Group CEO F: €132m EV: €10.0bn Sascha Mallah CEO Marc Pohl Founder & MD Lea Lange Founder & MD Stephan Fanderl CEO Tarek Müller CEO N/A F: €22m F: €22m N/A N/A Consumer Goods, Retail & Ecommerce 4
  • 4.
    The event isa unique platform for senior executives from old champions and new challengers to discuss disruption in 10+ industrial verticals. Over 100 CEOs to tell the story of their Company! B2B & SaaS Luxury & Fashion Marketplaces Industrials, Automation & IoT Consumer Goods, Retail & Ecommerce Digital & Media Fintech Food & Restaurants Gaming & Apps Healthcare, Science & Learning Mobility Travel & Tourism fresh flowers delivered FOLLOW YOUR DREAMS Payments 5
  • 5.
    Industrials, Automation & IoT Welcome Note Consumer Goods, Retail & Ecommerce Healthcare, Science & Learning Travel & Tourism Payments Fintech Market- places CP K K K FC FC FC FC FC FC K CP CP CP CP CP CP CP CP CP CP FC Ask Oli! Q&A K K FC K FC Lunch served between11:30 - 15:00 Lunch may also be consumed in the presentation rooms Markus Witte Dr. Friedrich Schwandt Kevin H. Johnson Dr. Ali Parsa Simon Lehmann Luke Nolan Mikhail Sokolov Oliver Dlouhy Clare Gilmartin Johannes Reck Rolf Schrömgens Glenn Fogel Friedrich Joussen Pieter van der Does Juergen Schuebel John Collison Marcus W. Mosen Max Laemmle Ludovic Houri Nimrod Lehavi Marc-Alexander Christ Christian Sewing Valentin Stalf Carsten Kengeter Anne Boden Peter Smith Erik Voorhees Jon Medved Dr. Carolin Gabor Max von Bismarck Dror Efrat Alexander Graubner-Müller Raffael Johnen Rolf Cederstrom Dirk Proessel Andreas Kupke President CEO CEO CEO CEO CEO Co-Founder & CEO CEO CEO CEO VP Market Development Co-Founder & President CEO Founder & CEO VP Products Co-Founder & CEO Co-Founder Deputy CEO Co-Founder & CEO CEO CEO Co-Founder & CEO Founder & CEO CEO Managing Partner CBO & Managing Director Founder & CEO Founder & CEO CEO Co-Founder & CEO CEO Managing Director CEO Founder & CEO CEO Founder & CEO Hakan Koç Sascha Mallah Olaf Koch Dr. Stephan Fanderl Lea Lange Marc Pohl Jody Ford Co-Founder & Co-CEO CEO CEO CEO Founder & MD Founder & MD CEO Cedrik Neike Dr. Reinhold E. Achatz Gisbert Rühl Ludovic Le Moan Christian Deilmann Bastian Bergmann Dr. Richard Lutz Thilo Koslowski Member of the Managing Board CTO CEO CEO Co-Founder & CEO CEO CEO 9:25 - 9:35 9:35 - 9:45 9:45 - 9:55 9:55 - 10:05 10:05 - 10:15 10:15 - 10:25 10:25 - 10:40 18:35 - 18:50 11:40 - 11:50 11:50 - 12:00 12:00 - 12:10 12:10 - 12:20 12:20 - 12:30 12:30 - 12:40 11:00 - 11:10 11:10 - 11:20 11:20 - 11:30 11:30 - 11:40 12:40 - 12:50 12:50 - 13:00 13:00 - 13:10 13:10 - 13:20 13:20 - 13:30 13:30 - 13:40 13:40 - 13:55 13:55 - 14:05 14:15 - 14:30 14:30 - 14:40 14:40 - 14:55 14:55 - 15:05 15:05 - 15:20 15:20 - 15:30 15:30 - 15:40 15:40 - 15:50 15:50 - 16:00 16:00 - 16:15 16:15 - 16:25 16:25 - 16:35 16:35 - 16:45 16:45 - 16:55 16:55 - 17:05 17:05 - 17:15 17:15 - 17:25 17:25 - 17:35 17:35 - 17:45 17:45 - 17:55 17:55 - 18:05 18:05 - 18:15 Marco Rodzynek Jens Müffelmann Gerhard Cromme Breakfast Founder & CEO CEO Chairman 8:30 - 9:10 8:00 - 10:00 Dr. Klaus Hommels CEO (Porsche Digital) Founder & CEO POSITION COMPANY SESSION TITLE TIME SPEAKER K P CP FC Keynote Panel Company Presentation Fireside Chat Oliver Samwer Founder & CEO 18:50 - 19:20 9:10 - 9:25 Alexandre Mars 14:05 - 14:15 Founder & CEO Networking Drinks 19:20 - 23:00 Phocuswright Student.com OneTwoTrip Kiwi.com Trainline GetYourGuide trivago Priceline Group TUI Adyen Mastercard Stripe Concardis Fraugster Ingenico Simplex SumUp Deutsche Bank N26 Deutsche Börse Starling Bank Blockchain ShapeShift OurCrowd Finleap Deposit Solutions Investing.com Kreditech auxmoney Digital Origin Finanzen Group Finanzcheck Babbel Statista Udemy Babylon Health Auto1 Teufel METRO AG Karstadt JUNIQE JUNIQE Photobox Siemens ThyssenKrupp Klöckner & Co Sigfox tado° WATTx (Viessmann Group) Deutsche Bahn NOAH Advisors Axel Springer Digital Ventures Siemens Porsche Lakestar COMPANY Rocket Internet Epic Foundation Fireside Chat with Marco Rodzynek Founder & CEO, NOAH Advisors MR MR MR MR MR MR MR MR MR MR EY 10:50 - 11:00 Julie Linn Teigland Managing Partner EY Germany, Switzerland, Austria Target Global WeFox ProSiebenSat.1 Media SE Axel Springer 18:15 - 18:25 10:40 - 10:50 18:25 - 18:35 Yaron Valler Julian Teicke Thomas Ebeling Mathias Döpfner General Partner CEO CEO CEO MR COLOSSEUM - Day 1 22 June 2017 FOLLOW YOUR DREAMS MR 2
  • 6.
    Digital & Media Luxury & Fashion Online Food Delivery Apps World Mobility B2B & SaaS B2B & SaaS Analytics CP CP CP CP CP P P FC FC CP K K K FC FC K FC P FC FC CP CP NOAH Startups FC Health & Insurance CP CP Lunch served between11:30 - 15:00 K P CP FC Keynote Panel Company Presentation Lunch may also be consumed in the presentation rooms Fireside Chat Fireside Chat with Marco Rodzynek Founder & CEO, NOAH Advisors MR FC FC CP CP K Cloudflare Zendesk Point Nine Capital Wix.com Salesforce Pipedrive Atomico JOB TODAY Cognizant Similarweb App Annie AppsFlyer Tune Datorama Sisense Clicktale Clicktale Beezer Beezer CodeMonkey Studios EyeFitU Talenthouse Testberichte.de Scout24 Playbuzz Avira BILD Group Facebook solarisBank PayPal Facebook Zalando HV Holtzbrinck Ventures Farfetch Lyst OUTFITTERY ABOUT YOU (Collins) BLOOMY DAYS JUST EAT Takeaway.com Delivery Hero 10bis Marley Spoon Onefootball Clue Bumble Algoriddim WildWorks NOAH Advisors Juno Juno Target Global Gett Schaeffler Group BlaBlaCar Drivy FlixBus DriveNow car2go Gett Gett 8:45 - 8:55 8:55 - 9:05 9:05 - 9:20 9:20 - 9:30 9:30 - 9:40 9:40 - 9:50 9:50 - 10:00 10:00 - 10:15 14:50 - 15:00 15:00 - 15:15 15:15 - 15:25 15:25 - 15:35 15:35 - 15:45 15:45 - 15:55 16:45 - 17:15 17:15 - 17:25 15:55 - 16:05 16:05 - 16:15 16:15 - 16:25 16:25 - 16:35 16:35 - 16:45 17:25 - 17:30 17:30 - 17:40 17:40 - 17:50 17:50 - 18:25 11:05 - 11:20 11:20 - 11:30 11:30 - 11:45 11:45 - 11:55 11:55 - 12:10 12:10 - 12:20 12:20 - 12:35 12:50 - 13:00 13:00 - 13:10 13:10 - 13:20 13:20 - 13:30 13:30 - 13:40 13:40 - 13:50 13:50 - 14:00 12:35 - 12:40 12:40 - 12:45 12:45 - 12:50 Breakfast NOAH Kickers / Networking Drinks Day 1 Summary NOAH Advisors Innogy Digital McKinsey Lufthansa Closing Remarks NOAH Advisors Axel Springer CORE 8:30 - 8:45 14:15 - 14:25 14:25 - 14:35 14:00 - 14:15 18:25 - 18:35 10:45 - 10:55 8:00 - 10:00 18:35 - 20:00 COMPANY COMPANY SESSION TITLE TIME Best of NOAH16 London Startups 14:35 - 14:50 The Next Big Thing Aleph Founders Pledge Facile.it Prima.it Allianz Ventures Symptoma 10:55 - 11:05 10:15 - 10:25 10:25 - 10:35 10:35 - 10:45 Michelle Zatlyn Mikkel Svane Christoph Janz Avishai Abrahami Alex Kayyal Timo Rein Teddie Wardi Eugene Mizin Euan Davis Or Offer Bertrand Schmitt Oren Kaniel Peter Hamilton Ran Sarig Amir Orad Dr. Liraz Margalit Aaron Watson Brian Smillie Roger Gosine Yishai Pinchover Isabelle Ohnemus Co-Founder CEO Managing Partner CEO Head of Salesforce Ventures Europe Founding Co-CEO Partner CEO AVP, Cognizant Technology Solutions CEO Co-Founder & CEO Co-Founder & CEO CEO Co-Founder & CEO CEO Head of Behavioral Research VP Corporate Development Founder & CEO Partner Development Director Founder CEO Maya Bogle Peter Berger Greg Ellis Shaul Olmert Travis Witteveen Donata Hopfen Martin Ott Marko Wenthin Dr. Frank Keller Martin Ott Robert Gentz Rainer Maerkle Jose Neves Chris Morton Julia Bösch Tarek Müller Franziska v. Hardenberg Adrian Blair Jitse Groen Pieter-Jan Vandepitte Tamir Carmel Fabian Siegel Lucas von Cranach Ida Tin Whitney Wolfe Karim Morsy Clark Stacey Sophia Rodzynek Talmon Marco Igor Magazinik Alexander Frolov Dave Waiser Klaus Rosenfeld Nicolas Brusson Paulin Dementhon Jochen Engert Nico Gabriel Olivier Reppert Dave Waiser Nadav Zohar Co-Founder COO CEO Founder & CEO CEO CEO Managing Director, Central Europe Board Member General Manager, DACH Managing Director, Central Europe CEO General Partner CEO Co-Founder & CEO Founder & MD Co-Founder & MD Founder & CEO COO CEO COO Founder CEO Founder & CEO Co-Founder & CEO Founder & CEO CEO CEO Interviewer Co-Founder & CEO CTO General Partner Founder & CEO CEO Co-Founder & CEO Founder & CEO Founder & MD CEO CEO Founder & CEO Head of Corporate Development Marco Rodzynek Peter Terium Karel Dörner Carsten Spohr Marco Rodzynek Dr. Andreas Wiele Holger Friedrich Founder & CEO CEO Senior Partner CEO Founder & CEO POSITION SPEAKER Eden Shochat Partner David Goldberg Mauro Giacobbe Alberto Genovese Min-Sung Sean Kim Dr. Jama Nateqi Co-Founder & CEO President Marketing and Classified Ad Models Managing Director CEO CEO Partner CEO MR MR MR MR MR MR ® COLOSSEUM - Day 2 23 June 2017 fresh flowers delivered ® 5
  • 7.
    DRAFT  Tamir Carmelis the Founder of 10bis  Tamir took Ten Bis from bootstraps to becoming one of the most successful e- commerce companies in Israel  10bis is passionate about changing the status quo of how people order and pay for food at restaurants  Hundreds of thousands of Israeli's use 10bis’ platform daily to buy food online from local restaurants Tamir Carmel Founder Key Company Facts 7 Food & Restaurants A Leading B2B and B2C Online Food Ordering Marketplace Company Profile 10bis @ NOAH  10Bis is Israel’s largest online food ordering and payment platform  10bis’ leading technology allows customers to easily eat at or order from more than 4,200 restaurants  Founded in 2000, the company serves both private customers and thousands of corporations, representing hundreds of thousands of employees  Business / revenue model: Order commissions Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics Food Delivery Panel Attendees @ NOAH Tamir Carmel Founder Speaker Profile Key Corporate Facts Headquarters Tel Aviv, Israel Founded 2000 Employees 10-100 Active Markets Israel Ownership Private Key Investors TA Associates Website 10bis.co.il
  • 8.
    DRAFT  Tarek Mueller(28) is co‐founder and managing director of ABOUT YOU, Europe’s fastest growing fashion-startup  Prior to ABOUT YOU, Tarek Mueller has founded companies in the e-commerce and digital-agency space. Two of the companies were sold to the Otto Group in 2011 and 2013 Tarek Müller Co-Founder & MD Key Company Facts 8 Consumer Goods, Retail & Ecommerce European Fashion Online Shop Company Profile ABOUT YOU @ NOAH  ABOUT YOU is an ambitious and fast growing e-commerce retailer for fashion. Current locations are in Hamburg and Berlin, Germany  The company was founded in 2014 and generated 137m net revenue in 2016 (350m gross revenue). ABOUT YOU is now expanding in continental Europe and will grow to +1bn net revenue (+2bn gross) within the next years  ABOUT YOU has the most inspiring and personalized fashion shopping experience for a young target group. Focus is on smartphone  Through intelligent influencer- & social-media-marketing, ABOUT YOU has relatively low customer acquisition costs. Thanks to personalization and community features the activity and frequency of purchases is very high. Hence, ROI on CAC is quite good and keeps improving at scale  „This is too good to be true“. Well, I just double-checked the facts. It’s true  Business / revenue model: E-commerce retailer  Addressable market size: €100bn+ Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics ABOUT YOU - Europes fastest growing fashion-startup, which managed to grow from 0 to 350m in gross-revenue within two years and now expands in continental Europe to further accelerate growth Attendees @ NOAH Tarek Müller Co-Founder & MD Speaker Profile Key Corporate Facts Headquarters Hamburg, Germany Founded 2014 Employees 350 Active Markets Continental Europe Ownership Management & Otto Group Website aboutyou.de Key Operating KPIs Revenues 2016 €137m net revenues (€350m gross revenues) FC revenue 2017 €275m net revenue (+100% growth)
  • 9.
    DRAFT Speaker Profile  Pietervan der Does is the Co-founder, President and CEO at Adyen  A leading expert with over 15 years experience in the payments industry  Pieter van der Does was CCO at Bibit before co-founding Adyen in 2006  Since then Adyen has grown from a startup into a global operation, averaging double- digit annual growth since 2007  Pieter holds a Master’s degree in Economics from the University of Amsterdam and was elected Entrepreneur of the year by EY in 2013 Pieter van der Does Co-Founder & CEO Key Company Facts 9 Payments Multichannel Payments Provider Company Profile Adyen @ NOAH  Adyen is the technology company reinventing payments for the global economy. The only provider of a modern end-to-end infrastructure connecting directly to Visa, Mastercard, and consumers’ globally preferred payment methods, Adyen delivers frictionless payments across online, mobile, and in- store. With offices all around the world, Adyen serves more than 4,500 businesses, including 8 of the 10 largest U.S. Internet companies. Customers include Facebook, Uber, Netflix, Spotify, L’Oreal and Burberry  Business / revenue model: Payment processing fees  Addressable market size: $1.1tn Key Corporate Facts Headquarters Amsterdam, Netherlands Founded 2006 Funding $266m Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Iconiq, Index Ventures, General Atlantic, Temasek, Felicis Ventures Previous NOAH Content Adyen at NOAH Website adyen.com Traffic Apr-16 Apr-17 Unique Users 2.4m 4.9m Visits 6m 8.9m Minutes 02:58 02:57 Sessions Mobile: 34% Desktop: 66% Mobile: 33% Desktop: 67% Apr 2017 Sources Direct 8%, Search 3%, Referrals 86%, Other 3% Doing Business @ NOAH Service Provider Interest Digital Services Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Pieter van der Does Co-Founder & CEO Key Operating KPIs Revenue per employee €1.2m Transactions Volume (2016) $90bn Valuation Data and Financials EV $2.3bn 2015 2016 Growth Gross Revenues $365m $727m 99% Net Revenues $109m $178m 65% EBITDA $46m $87m 89% Margin 42% 49% 7% Main Presentation Topics 1. Powering growth for amazing companies 2. Adyen growth story (Net revenues)
  • 10.
    DRAFT Speaker Profile  EdenShochat is an equal partner at Aleph VC  Prior to founding Aleph, he was a general partner at Genesis, a co-founder of face.com (acquired by Facebook) and also a co-founder and CTO of Aternity (acquired by Riverbed)  He has hands-on experience with massively scalable Internet applications, networking, financial algorithms & platforms, client-side 2D/3D graphic engines, software-as-a-service and traditional enterprise software  Eden is interested in Blockhain, Deep Learning and Old Regulated industries  Eden founded The Junction which was voted as the #1 startup program in Israel, is one of the organizers of the annual Geekcon conference and teaches entrepreneurship at the IDC (Herzeliya interdisciplinary center) Eden Shochat Equal Partner Key Company Facts 10 Venture Capital Israeli Early-Stage VC Investor Company Profile Aleph @ NOAH  Aleph is an early stage venture capital fund with $334 million under management  Aleph partners with Israeli entrepreneurs to help scale them into large, meaningful companies and globally recognized brands. Aleph is an Equal Partnership of Eden Shochat, Michael Eisenberg and Aaron Rosenson  Aleph is sector agnostic and since its founding in 2013, the fund has invested in 15 companies in a wide range of sectors such as Fintech (Lemonade, Colu), Transportation (Freightos, Nexar), Shared Economy (Wework, Honeybook) and Consumer Applications (Joytunes, Houseparty)  Business / revenue model: Venture Capital Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Eden Shochat Equal Partner Main Presentation Topics 1. Artificial Intelligence 2. Innovation in Israel 3. Venture Capital Key Corporate Facts Headquarters Tel Aviv, Israel Founded 2013 AUM $334m Employees 10-50 Active Markets Global Website aleph.vc Key Portfolio Companies
  • 11.
    DRAFT Speaker Profile  KarimMorsy is CEO and co-founder of Algoriddim, a world leading developer of music and video apps  His entrepreneurial impetus is accompanied by a strong academic foundation in computer science, music, and psychology  Prior to founding Algoriddim, Karim worked at Apple Inc. developing key components of iMovie during the advent of the mobile revolution in 2006  He is an avid pianist, composer, and DJ with over 15 years of professional experience  As a speaker and artist Karim was featured in Apple’s 2016 keynote where he introduced the next generation in music software Karim Morsy Co-Founder & CEO Key Company Facts 11 Apps World Leading Developer of Music & Video Apps Company Profile Algoriddim @ NOAH  Algoriddim, founded in 2006, creates world-class music and video applications for desktop and mobile devices  Algoriddim's mission is to eliminate the boundaries between consumer and professional-level software to create a world where every person can be an artist and bring their digital media to life  Algoriddim’s app djay is the world’s best selling DJ app. Downloaded by over 30 million users djay integrates with iTunes and Spotify and is available across all platforms including Mac, Windows, iOS, and Android. It won the Apple Design Award (2011, 2016), a Google Play Editors‘ Choice Award (2015), and Microsoft‘s Windows Developer Award for “App Creator of the Year“ (2017).  Algoriddim has licensed core components of its advanced audio and video technology to world-leading tech companies such as Twitter Inc. Algoriddim has co-branded with PRODUCT(RED), Apple Music Festival, Spotify, David Guetta, Microsoft, Philips, and other notable brands.  Business / revenue model: App Sales, IAP, Brand and Technology Licensing Main Presentation Topics 1. DJs. Streams. Mixes. Defining trends in digital music 2. Turning consumers into artists 3. Bootstrapping a world-class apps business Key Corporate Facts Headquarters Munich, Germany Founded 2006 Employees 11-25 Active Markets Global Ownership Private – Founders only Product Presentation Click here to download Website algoriddim.com Recent Awards Apple Design Award 2016 (Apple) Windows Developer Award 2017 (Microsoft) 2016 Revenues €1-10m EBITDA €1-10m Doing Business @ NOAH Service Provider Interest Marketing Analytics Partnerships Interest Music services, labels, media, fitness, lifestyle Investor Interest Strategic M&A opportunities Key Operating KPIs App Downloads 30m Push Subscribers 12m Songs Played per Year 300m MAUs 1.2m Attendees @ NOAH Karim Morsy CEO, Co- Founder Christoph Teschner Co-Founder Federico Tessmann Co-Founder
  • 12.
    DRAFT  Min-Sung conductsglobal digital health investments for Allianz’s venture capital unit. The Allianz Group reaches 75m customers in 80 countries worldwide  Prior to Allianz, he was Partner of a Berlin- based venture capital fund that specialized in Digital Health Series A investments  He invested in startups including mySugr, Neuronation and Mimi and is a contributing writer for mediums including TechCrunch and Tech.EU  Min-Sung studied business economics at Witten/Herdecke, Harvard, St.Gallen and in Seoul Min-Sung Sean Kim Head of Digital Health Investments Key Company Facts 12 Healthcare, Science & Learning Allianz Group’s Venture Capital Arm Company Profile Allianz Ventures @ NOAH  Allianz enables digitalization through investments in and partnerships with global, innovative start-ups as well as through the company’s Single Digital Agenda, overseen by Allianz’s Chief Digital Officer  As announced at Allianz’s Capital Markets day, we are deploying 430 EUR million into investments ranging from early stage, mid stage to fund of funds.  Headquartered in Munich, Germany, Allianz performs venture investments in the following focus areas: connected property, connected mobility, health, cybersecurity, data intelligence, asset & wealth management, and future of work. All our focus areas have a touchpoint with insurance  With the venture unit, our goal is to identify the best startups and enable them to become the next market leaders Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Min-Sung Sean Kim Head of Digital Health Investments Key Corporate Facts Headquarters Munich, Germany Founded 1890 Employees Over 10,000 Active Markets Global Ownership Public EPA Company Presentation Click here to download Website allianz.com Valuation Data and Financials Market Cap €80.0bn Source: FactSet (financial and valuation data as of 16/05/2017) Speaker Profile 2016 2017 Growth Revenues €122bn €116bn (5%) EBITDA €11.0bn €11.2bn 2% Margin 9% 10% 1% EV/EBITDA 7.2x 7.1x (2%) P/E 11.5x 11.2x (2%)
  • 13.
    DRAFT  Bertrand Schmittis the CEO and co-founder of App Annie. He is a technology entrepreneur with over 15 years of executive experience in the mobile, Internet and analytics spaces across the U.S., Europe and Asia  Previously, he was VP Mobile for Gomez, a web analytics company acquired by Compuware in 2009 for $295m, and before that he was COO and VP Marketing at mobile analytics company Zandan, acquired by Keynote Systems. Bertrand also held management and founder roles at Neocom Multimedia and Arkadia Netsystems  Outside of running tech companies, Bertrand can usually be found playing with the latest gadgets and reading on his tablet Key Company Facts 13 B2B & SaaS Analytics Mobile Apps Analytics Company Company Profile App Annie @ NOAH  App Annie provides the most trusted data and insights in the market - downloads, revenue, usage and demographic data, marketing - on more than 6 million apps to help business build their mobile strategies.More than 50% of revenue on the app stores is generated by App Annie customers and more than 700,000 professionals use the App Annie platform every day - which is today’s indispensable reference in the world app economy  The company is headquartered in San Francisco with 450 employees across 15 global offices, 5 in Europe, including a R&D center. App Annie has raised 157 million dollars through investors such as e.Ventures, Greenspring Associates, Greycroft Partners, IDG Capital Partners, Institutional Venture Partners and Sequoia Capital ▪ Business / revenue model: SaaS, subscription-based Speaker Profile Traffic Apr-16 Apr-17 Unique Users 1.0m 1.5m Visits 4.2m 4.3m Minutes 04:16 04:21 Sessions Mobile: 26% Desktop: 74% Mobile: 33% Desktop: 67% Apr 2017 Sources Direct 46%, Search 26%, Referrals 23%, Other 5% Key Corporate Facts Headquarters San Francisco, CA, US Founded 2010 Funding $157m Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Greenspring Associates, IVP, Sequoia Capital, Greycroft Partners, IDG Previous NOAH Content App Annie at NOAH Website appannie.com Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest Territory Director, Central Europe & CIS Main Presentation Topics The growth of the Global app economy Attendees @ NOAH Bertrand Schmitt Co-Founder & CEO Nicolas Beraudo Managing Director, EMEA Bertrand Schmitt Co-Founder & CEO
  • 14.
    DRAFT Speaker Profile ▪ Orenfounded AppsFlyer to solve one of the major problems facing global marketers today in the mobile apps market – mobile campaign analytics and user attribution ▪ Before founding AppsFlyer, he worked at Stage2 Ventures and held management and engineering positions at Veraz, Avaya and Intel ▪ Oren holds a BA in Computer Science, Cum Laude, from the Technion, and an MBA from IDC, as part of an exchange with the Wharton Business School Oren Kaniel Co-Founder & CEO Key Company Facts 14 B2B & SaaS Analytics Mobile Attribution and Marketing Analytics Company Profile AppsFlyer @ NOAH ▪ AppsFlyer is the leading mobile attribution and marketing analytics company, whose mission is to make the marketing industry more measurable ▪ Data-driven marketers rely on AppsFlyer for independent measurement solutions and innovative tools to grow their mobile business. ▪ AppsFlyer's platform processes billions of mobile actions every day, empowering marketers and developers to improve their performance and maximize the return on their marketing investments ▪ With integrated media partners and clients including Facebook, Google, Twitter, Snap Inc., Tencent, HBO, Playtika, Waze, Alibaba, Kayak, Activision and 12,000+ other leading brands and companies, AppsFlyer has 12 global offices to support every mobile marketer around the world ▪ Business / revenue model: SaaS, subscription-based ▪ Addressable market size: $75bn (US only) Main Presentation Topics N/A Attendees @ NOAH Oren Kaniel Co-Founder & CEO Doing Business @ NOAH Service Provider Interest Ecommerce Services • Channel Management • Mobile Commerce Solutions • Platforms Marketing Services • Asset & Resource Management • Conversion Improvement • Mobile App Distribution • Mobile Marketing • Performance & Attribution • Performance Marketing Analytics • Advertising Analytics • Audience & Market Data • Audience Measurement • Customer Analytics • Dashboards & Visualisation • Digital Analytics • Mobile Analytics Digital Services • Databases & Big Data • Fraud Prevention Traffic Apr-16 Apr-17 Unique Users 318k 8.2m Visits 7.8m 15.8m Minutes 02:01 02:44 Sessions Mobile: 87% Desktop: 13% Mobile: 91% Desktop: 9% Apr 2017 Sources Direct 47%, Search 16%, Referrals 29%, Mail 5%, Other 3% Key Corporate Facts Headquarters Herzliya, Israel Founded 2011 Funding €76.5m Employees 100-1,000 Active Markets Global Ownership Private - VCs Key Investors Qumra Capital, Eight Roads Ventures, Pitango Venture Capital, Goldman Sachs Key Operating KPIs Media spend measured $6 billion / year Integrated media partners 2,500 Number of customers 12,000
  • 15.
    DRAFT Speaker Profile  Teddieis a Partner at Atomico, based in London, working on sourcing, evaluation, negotiation and due diligence of new investment opportunities  He focuses on SaaS, cloud and enterprise software investments. He has led investments in, and sits on the boards of, Pipedrive, Scandit and Bitmovin. Teddie also works on several other Atomico portfolio companies including Truecaller, Klarna and Quid  Teddie joined Atomico from Dawn Capital, a SaaS and FinTech focused venture capital fund, where he was a Vice President Teddie Wardi Partner Key Company Facts 15 Investors & Influencers International Venture Capital Fund Company Profile Atomico @ NOAH  Atomico is an international investment firm, focused on helping the world’s most disruptive technology companies scale and become global leaders  Founded in 2006 by Niklas Zennström, a co-founder of Skype and Mattias Ljungman, a notable tech investor  Has made over 80 investments over four continents, including Skype, Supercell, Klarna, Truecaller, Zocdoc, GoEuro and The Climate Corporation, with an exclusive focus on the technology sector  Business / revenue model: Venture Capital Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Teddie Wardi Partner Yann de Vries Partner, Germany Key Corporate Facts Headquarters London, UK Founded 2006 Funds Raised $1.4bn Current Fund Size $765m Employees 40-50 Active Markets Global Previous NOAH Content Atomico at NOAH Website atomico.com Key Portfolio Companies
  • 16.
    DRAFT  Hakan Koçis a Founder and Managing Director of AUTO1 Group  He has previously worked at Rocket Internet SE and Home24 AG Hakan Koç Co-Founder & Co-CEO Key Company Facts 16 Mobility German Used-Car Portal Company Profile AUTO1 Group @ NOAH  AUTO1 Group was founded by Christian Bertermann and Hakan Koç, both former Berlin based internet executives, in August 2012 to change the way cars are bought and sold. In 2014 former Groupon SVP Chris Muhr joined the team as co-founder and Chief Operating Officer  AUTO1 Group buys used cars from OEMs, dealerships and its own business units and sells them into its global dealership network. Prices are determined by its proprietary CORE pricing algorithm  The entire service including inspection and valuation is free of charge  Business / revenue model: Digital-powered car dealer  Addressable market size: €100bn+ Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Hakan Koç Co-Founder & CEO Speaker Profile Valuation Data and Financials EV $2.8bn Key Corporate Facts Headquarters Berlin, Germany Founded 2012 Funding $521m Employees Over 1,000 Active Markets Global Ownership Private – VCs Key Investors Princeville Global, Target Global, Baillie Gifford, DST Global, DN Capital, Glodman Sachs, Piton Capital Previous NOAH Content AUTO1 Group at NOAH Website auto1-group.com 2016 Revenues €1.5bn
  • 17.
    DRAFT Speaker Profile  Raffaelis the co-founder & CEO of auxmoney, the leading marketplace for consumer credit in continental Europe  He also co-founded Excellion Capital, a London-based merchant banking boutique specialised in corporate finance advisory and principal investments, leveraging technology  Prior to founding his own businesses, Raffael was a Vice President at Rothschild Investment Bank in Frankfurt Raffael Johnen Co-Founder & CEO Key Company Facts 17 Fintech Online Lending Marketplace Company Profile auxmoney @ NOAH  Auxmoney is the leading credit marketplace in continental Europe  On www.auxmoney.com, private and institutional investors directly invest in approved borrowers of different score classes  Avoiding the bank as intermediary, auxmoney can make more favorable loans available to more people, while enabling investors to benefit from attractive risk-adjusted returns  Business / revenue model: Origination fee from funded borrowers + ongoing servicing fee from investors  Addressable market size: €22bn Key Corporate Facts Headquarters Düsseldorf, Germany Founded 2007 Funding $198m Employees 100-1,000 Active Markets National Ownership Private - VCs Key Investors Index Ventures, Union Square Ventures, Aegon, Foundation Capital, Seven Ventures Previous NOAH Content auxmoney at NOAH Website auxmoney.com Main Presentation Topics 1. 10 years of auxmoney: The Evolution of the Leading Lending Marketplace in Continental Europe 2. Driving Financial Inclusion: How Lending Marketplaces Like auxmoney Provide Credit Access to Million More People 3. Disruption or Collaboration? How Fintechs and Incumbents are Tending Towards Coopetition Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest Any company with German customers that look for funding (banks but also others) Investor Interest No specific needs Key Hires Interest Risk Analysts, Data Scientists Attendees @ NOAH Raffael Johnen Co-Founder & CEO Key Operating KPIs Loan Volume >€400m Platform funding commitments >€1bn Source: Market size – PwC 2016
  • 18.
    DRAFT Speaker Profile  AsCEO of Avira, Travis Witteveen is responsible for leading the company, growing its value, and guiding its social responsibilities  Before, he helped lead Avira as COO (2011- 2013) and Chief Sales & Marketing Officer (2009-2011)  Prior to joining Avira in 2009, Travis gained over 20 years of leadership experience at companies such as AVG Technologies, F-Secure Corporation, and Axent Technologies  He holds Bachelor’s degrees in Finance and International Business from Northeastern University of Massachusetts, USA Travis Witteveen CEO Key Company Facts 18 Digital & Media Multinational Security Software Company Company Profile Avira @ NOAH  Avira protects people in the connected world – enabling everyone to manage, secure, and improve their digital lives  The Avira umbrella covers a portfolio of security and performance applications for Windows, Android, Mac, and iOS. In addition, the reach of our protective technologies extends through OEM partnerships  Avira’s security solutions consistently lead in independent tests for detection, performance, and usability  Avira is a family-owned company that employs 500 people  A portion of Avira's sales support the Auerbach Foundation, which assists education, children, and families in need  Business / revenue model: Freemium  Addressable market size: Global B2C Market: Security Spendings $11.7bn Key Corporate Facts Headquarters Tettnang, Germany Founded 1986 Employees 100-1,000 Active Markets Global Ownership Private – Founders only Product Presentation Click here to download Website avira.com Main Presentation Topics 1. Disruption 2. IoT 3. Privacy Doing Business @ NOAH Service Provider Interest Marketing Analytics Partnerships Interest Joint marketing, bundling, technology integration partnerships M&A Interest Small technology companies in the security and privacy sector Key Hires Interest No specific needs Attendees @ NOAH Travis Witteveen CEO Mario Fassbender CMO Adrian Cismas Avira IoT Labs Key Operating KPIs Monthly Active Devices >70m Downloads / Month >3m Applications Updated / Month 200k Detections / Month 1bn 2016 Revenues €51-100m EBITDA €1-10m Source: Market size – Avira calculation.
  • 19.
    DRAFT  Mathias hasbeen with Axel Springer SE since 1998. He started as editor-in-chief of “Die Welt”  Since Mathias became CEO in 2002, revenues from digital activities increased from €117m to € 2.2bn, 72% of revenue digital, with EBITDA from digital increasing from € -12m to € 472m, 80% of EBITDA digital  Mathias studied musicology, German and theatrical arts in Frankfurt and Boston. He started his career as a journalist at “Frankfurter Allgemeine Zeitung” in 1982  Mathias is a member of the Board of Directors of Time Warner, Inc., of Warner Music Group and of Vodafone Group Dr. Mathias Döpfner CEO Key Company Facts 19 Digital & Media One of the Largest Digital Publishing Houses in Europe Company Profile Axel Springer @ NOAH  Axel Springer is the leading digital publisher in Europe and is active in more than 40 countries. Publishing brands include BILD, DIE WELT and BUSINESS INSIDER  Journalism is the foundation of the business model. When Axel Springer founded its first publishing house in 1946, the editors spent the first year working above a warehouse, often without electricity  Today, Axel Springer owns and operates the world’s largest digital classifieds business with revenues of €880m and an EBITDA of €355m in the financial year 2016  Today (status: financial year 2016) the share of digital activities of EBITDA amounts to 72%. The digital Classified Ad Models contribute the highest share to earnings  Business / revenue model: Advertising, Classifieds Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Dr. Mathias Döpfner CEO Speaker Profile Key Corporate Facts Headquarters Berlin, Germany Founded 1946 Employees Over 15,000 Active Markets Global Ownership Public EPA Company Presentation Click here to download Previous NOAH Content Axel Springer at NOAH Website axelspringer.de 2016 Revenues €3.3bn EBITDA €595.5m Margin 18.1% EV/EBITDA 10.8x P/E 19.2x Valuation Data and Financials Market Cap 26-May-17 €6.1bn Traffic* Q1/2016 Q1/2017 Unique Users 200m 208m Video Views 1.1bn 3.7bn Sessions Mobile: 43% Desktop: 57% Mobile: 48% Desktop: 52% *ComScore augmented with own estimations Key Operating KPIs Advertising Revenues Q1/2017 88% digital Revenues Q1/2017 72% digital EBITDA Q1/2017 80% digital
  • 20.
    DRAFT  Dr. AndreasWiele worked first of all as an editor at "Hamburger Morgenpost", before he became assistant to the chairman of the Gruner + Jahr management board in 1988. In 1990 he took over responsibility for the "Capital" project at the Prisma Presse publishing company in Paris, where he became publishing manager of "Capital" and "Geo" in 1991  In 1994, he moved to New York to join Gruner + Jahr USA Publishing, initially as senior vice-president and general manager of "Family Circle" and "McCall's" and from 1997 onwards as executive vice-president and chief operating officer for the publishing company as a whole  Dr Andreas Wiele was appointed member of the Executive Board responsible for International Affairs in October 2000 and has been head of the Magazines and International Affairs Division since November 2000  In January 2008, he was appointed President BILD Group and Magazines, since April 2014 he is President Marketing and Classified Ad Models Dr. Andreas Wiele President Marketing and Classified Ad Models Key Company Facts 20 Digital & Media One of the Largest Digital Publishing Houses in Europe Company Profile Axel Springer @ NOAH  Axel Springer is the leading digital publisher in Europe and is active in more than 40 countries. Publishing brands include BILD, DIE WELT and BUSINESS INSIDER  Journalism is the foundation of the business model. When Axel Springer founded its first publishing house in 1946, the editors spent the first year working above a warehouse, often without electricity  Today, Axel Springer owns and operates the world’s largest digital classifieds business with revenues of €880m and an EBITDA of €355m in the financial year 2016  Today (status: financial year 2016) the share of digital activities of EBITDA amounts to 72%. The digital Classified Ad Models contribute the highest share to earnings  Business / revenue model: Advertising, Classifieds Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Dr. Andreas Wiele President Marketing and Classified Ad Models Speaker Profile Key Corporate Facts Headquarters Berlin, Germany Founded 1946 Employees Over 15,000 Active Markets Global Ownership Public EPA Company Presentation Click here to download Previous NOAH Content Axel Springer at NOAH Website axelspringer.de 2016 Revenues €3.3bn EBITDA €595.5m Margin 18.1% EV/EBITDA 10.8x P/E 19.2x Valuation Data and Financials Market Cap 26-May-17 €6.1bn Traffic* Q1/2016 Q1/2017 Unique Users 200m 208m Video Views 1.1bn 3.7bn Sessions Mobile: 43% Desktop: 57% Mobile: 48% Desktop: 52% *ComScore augmented with own estimations Key Operating KPIs Advertising Revenues Q1/2017 88% digital Revenues Q1/2017 72% digital EBITDA Q1/2017 80% digital
  • 21.
    DRAFT  Jens Müffelmannhas held various leadership positions at Axel Springer SE since 1997  He spearheaded the creation of the Electronic Media Division comprising Axel Springer’s portfolio of internet, TV and radio companies  In June 2014, he was appointed Chief Executive Officer of Axel Springer Digital Ventures. While continuing his role as CEO, Jens Müffelmann was appointed President Axel Springer USA in January 2016 Jens Müffelmann CEO Key Company Facts 21 Digital & Media Axel Springer’s Investment Entity Company Profile Axel Springer Digital Ventures @ NOAH  Axel Springer Digital Ventures is Axel Springer Groups' early-stage investment entity in Europe and in the US which placed >100 early-stage as well as numerous investments in leading funds.  Drawing upon the network and resources of Europe's leading media companies, Axel Springer Digital Ventures is a value-adding partner to companies that are complementary or disruptive to Axel Springer's business  Business / revenue model: Subscription-based Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Jens Müffelmann CEO Speaker Profile Key Corporate Facts Headquarters Berlin, Germany Founded 1946 Employees Over 15,000 Active Markets Global Ownership Public EPA Company Presentation Click here to download Previous NOAH Content Axel Springer at NOAH Website axelspringer.de 2016 Revenues €3.3bn EBITDA €595.5m Margin 18.1% EV/EBITDA 10.8x P/E 19.2x Valuation Data and Financials Market Cap 26-May-17 €6.1bn Traffic* Q1/2016 Q1/2017 Unique Users 200m 208m Video Views 1.1bn 3.7bn Sessions Mobile: 43% Desktop: 57% Mobile: 48% Desktop: 52% Key Operating KPIs Advertising Revenues Q1/2017 88% digital Revenues Q1/2017 72% digital EBITDA Q1/2017 80% digital *ComScore augmented with own estimations
  • 22.
    DRAFT  Markus isone of the four founders of Babbel and leads the company as CEO  Before Babbel, Markus was engaged in various positions at Native Instruments where was responsible for online marketing, web content and technical infrastructure for six years  Prior, he was a university lecturer for cultural studies at the Humboldt Universität in Berlin Markus Witte CEO Key Company Facts 22 Healthcare, Science & Learning World’s First Language Learning App Company Profile Babbel @ NOAH  Founded in 2007, Babbel is the world’s first language learning app  A leader in the online language learning industry, Babbel is an international success with more than 1 million active subscribers and ranked as the world’s #1 innovative company in education  Our meticulously designed courses guarantee you language skills you can use right away. Babbel is the shortest path to real-life conversations; 73% of our users indicated that they’d be able to have a short, simple conversation in their new language within five hours of using Babbel  Business / revenue model: Freemium, subscription-based  Addressable market size: $6bn by 2021 (cloud-based langauge learning market) Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Markus Witte CEO Christian Hillemeyer Director Communications Main Presentation Topics 1. Language-learning 2. Innovation 3. Strategies for new initiatives Key Corporate Facts Headquarters Berlin, Germany Founded 2007 Funding $33m Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors Scottish Equity Partners, Nokia Growth Partners, KIZOO, REV, IBB Beteiligungsgesellschaft Previous NOAH Content Babbel at NOAH Website babbel.com Speaker Profile Key Operating KPIs App Position #1 Top grossing language learning app globally Content Marketing Pages Visits 11m per month
  • 23.
    DRAFT Speaker Profile  Aliis an engineer and a serial healthcare entrepreneur, and the founder and CEO of babylon  Prior to babylon, Ali founded Circle and built it within a few years to become Europe's largest partnership of clinicians  Earlier, Ali was the recipient of the Royal Award for the Young Entrepreneur of the year for founding his first business, V&G, and the Healthcare Entrepreneurial Achievement Award for establishing Circle  Ali was named by The Times among the 100 global people to watch, is the UK Cabinet Office Ambassador for Mutuals and has a PhD in Engineering Physics Dr. Ali Parsa Founder & CEO Key Company Facts 23 Healthcare, Science & Learning Digital Healthcare Service Company Profile babylon @ NOAH  babylon is the UK’s leading digital healthcare service. Its purpose is to democratise healthcare by putting an accessible and affordable health service into the hands of every person on earth  A number of leading health insurance providers, including Bupa and Aviva, plus over 120 companies have also partnered with babylon to offer its services to their employees as part of their benefits packages  babylon offers users a personal health service by providing fast, convenient access to registered doctors and therapists  The babylon app allows users to book a consultation face-to-face via a smartphone or desktop computer, check symptoms using cutting edge AI technology; ask medical questions, monitor overall health indicators (including pulse, stress, blood pressure), carry out health tests and keep clinical records in one password protected, secure location  Business / revenue model: Subscription-based Key Corporate Facts Headquarters London, UK Founded 2013 Funding $85m Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors Kinnevik, Vostok New Ventures, NNC Holdings Website babylonhealth.com Key Operating KPIs Registered Users 800k App Downloads 1m 5-star Rating 4 out of 5 users Companies Partnered >120 Early Adoption In Rwanda alone, almost 10% of the adult population registered with babylon in the first 6 months Doing Business @ NOAH Service Provider Interest Digital Services Main Presentation Topics 1. Everyone in the world is facing differing degrees of the same issue - the accessibility and affordability of healthcare. For some, the problem is convenience, cost or speed. For others, the issue is more serious with almost 50% of the world having little access to quality healthcare 2. 4 unstoppable trends are coming together to see the creative reconstruction of medicine within the next decade. The result will be a service that is more accessible, effective and democratic, irrespective of where people live 3. 1 - Diagnostics is improving at double the rate of Moore’s Law 2 - Information is free and getting smarter 3 - Smartphones and “the internet of everything” will create a global channel of healthcare delivery 4 - Intervention will be unrecognisable Attendees @ NOAH Dr. Ali Parsa Founder & CEO
  • 24.
    DRAFT Speaker Profile  Co-Founderof Beezer where he leads partner development  International new business development consultant & practitioner taking digital products to market from within startups and blue chip companies  Successfully launched/managed new digital business opportunities in Cloud, IoT, Internet, Payments, Cyber Security, Big Data & Telecoms while working for leading telcos, technology vendors and startups  A member of the Harvard Business Review Advisory Council, an opt-in research community of business professionals Roger Gosine Co-Founder & Partner Development Director Key Company Facts 24 NOAH 16 London Startup Stage Winners SaaS Platform for Mobile App Development Company Profile Beezer @ NOAH  Beezer is the fastest way to create and distribute mobile apps  Beezer is a software as a service (SaaS) platform that allows marketing managers and business owners to quickly and easily create their own mobile app without any technical or developer skills  Beezer provides a direct distribution and marketing platform, where customers can share the app with their entire audience and customer database via SMS, email, website widget and through social media. Coupled with a robust analytics package that provides reports on the reach and engagement of your app, Beezer is a one-stop shop for creating, publishing, sharing and managing your mobile app  Business / revenue model: Projects Key Corporate Facts Headquarters London, UK Founded 2014 Employees 1-10 Previous NOAH Content Beezer at NOAH Website beezer.com Main Presentation Topics N/A Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Brian Smillie Founder & CEO Roger Gosine Co-Founder & Partner Development Director
  • 25.
    DRAFT Speaker Profile  Founder& CEO of Beezer  Successful manager who has proven track record of delivering bottom line result  Having achieved success in new start-up business ventures I have a proven track record of delivering positive profit enhancement through sales growth and by building a strong team around me, which are able to deliver sustainable success Brian Smillie Founder & CEO Key Company Facts 25 NOAH 16 London Startup Stage Winners SaaS Platform for Mobile App Development Company Profile Beezer @ NOAH  Beezer is the fastest way to create and distribute mobile apps  Beezer is a software as a service (SaaS) platform that allows marketing managers and business owners to quickly and easily create their own mobile app without any technical or developer skills  Beezer provides a direct distribution and marketing platform, where customers can share the app with their entire audience and customer database via SMS, email, website widget and through social media. Coupled with a robust analytics package that provides reports on the reach and engagement of your app, Beezer is a one-stop shop for creating, publishing, sharing and managing your mobile app  Business / revenue model: Projects Key Corporate Facts Headquarters London, UK Founded 2014 Employees 1-10 Previous NOAH Content Beezer at NOAH Website beezer.com Main Presentation Topics N/A Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Brian Smillie Founder & CEO Roger Gosine Co-Founder & Partner Development Director
  • 26.
    DRAFT  Donata Hopfenis the Publishing Director and Head of Management Board of BILD- Group since May 2014  Since 2010 she was Managing Director of BILD’s digital activities  Joining Axel Springer in 2003 Donata worked in various business development positions at BILD.T-Online and as head of business development in Axel Springer’s electronic media department  Donata’s career started as a strategy consultant in Accenture’s media and telecommunications practice. Born in Hamburg, she studied Business at the Universities of Reutlingen and Madrid (ICADE) Donata Hopfen Publishing Director and Head of Management Board Key Company Facts 26 Digital & Media Germany’s Leading Multimedia Brand Company Profile BILD @ NOAH  BILD is Germany’s leading multimedia brand with a reach of approximately 38.5 million readers per month across print and online platforms (including BILD’s Sunday edition)  Excellent journalism combined with innovative products and modern web technology are the key success factors for BILD in the digital transition  BILD is part of Axel Springer, one of the world’s largest digital publishers in terms of reach. With headquarters in Berlin, Axel Springer SE is divided into three operating segments: Classified Ad Models, Paid Models, and Marketing Models  Business / revenue model: Advertising  Addressable market size: All Germans above the age of 14 Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest Always looking for talents Attendees @ NOAH Donata Hopfen Publishing Director and Head of Management Board Main Presentation Topics 1. Transformation 2. Digitalization 3. Growth Speaker Profile Key Operating KPIs Monthly Readers 38.5m Traffic Apr 2016 Apr 2017 Unique Users 18.16m 19.47m Visits 299.1m 355.8m Sessions Mobile: 43% Desktop: 57% Mobile: 57% Desktop: 43% Apr 2017 Sources Digital Direct 78%, Search 17%, Referrals 1%, Social 4% Key Corporate Facts Headquarters Berlin, Germany Founded 1952 Employees Over 1,000 Active Markets International Ownership Axel Springer Previous NOAH Content BILD at NOAH Website bild.de Source: Traffic data IVW 04/2017, AGOF digital facts 2017-02
  • 27.
    DRAFT Speaker Profile  BlaBlaCarChief Operating Officer since 2011  Led the company’s corporate development, overseeing eight acquisitions, expansion to twenty markets, and three successive rounds of fundraising  MBA from INSEAD, Masters in Optics from Ecole Supérieure d’Optique and Masters in Applied Physics from Paris XI University  Supporter of autonomous local teams and acqui-hires, a strategy he implemented to expand BlaBlaCar’s footprint on a global scale  Regular speaker at leading international conferences and in the media and angel investor Nicolas Brusson Co-Founder & CEO Key Company Facts 27 Mobility Leading Long-Distance Car Pooling Platform Company Profile BlaBlaCar @ NOAH  BlaBlaCar is the world’s leading long-distance carpooling platform  Global, trusted community of drivers and passengers in 22 countries  The site and mobile apps connect people looking to travel long distances with drivers going the same way, so they can travel together and share the cost  Each passenger makes a fair contribution for their seat, and drivers cover their fuel and toll costs but do not make a profit  The platform is engineered to create a secure, trust-based community with declared identities and full member profiles  Business / revenue model: Subscription-based, fees  Addressable market size: $16bn+ by 2024 Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics 1. Shared mobility 2. Car ownership 3. Future of transportation Attendees @ NOAH Nicolas Brusson Co-Founder & CEO Chantal Ambord Busines Developer Key Corporate Facts Headquarters Paris France Founded 2006 Funding $333m Employees 100-1,000 Active Markets Global Ownership Private - VCs Key Investors Accel, Index Ventures, Insight, Lead Edge Previous NOAH Content BlaBlaCar at NOAH Website blablacar.com Valuation Data and Financials EV €1.6bn Key Operating KPIs Members 40m
  • 28.
    DRAFT  Peter Smithis the Co-Founder and Chief Executive Officer of Blockchain, the world's leading software platform for digital assets. The firm's technology has empowered millions across the globe to store and transact digital value immediately and without costly intermediaries  Peter is a 2016 World Economic Forum Technology Pioneer and noted thought leader in the FinTech space  Prior to co-founding Blockchain, Peter lived, studied, and worked in the US, Europe, MENA, East Africa, and Asia. When he isn’t basking in the glow of a laptop, you can find him either reading or out running, trekking, surfing, and climbing up or skiing down a mountain Peter Smith Co-Founder & CEO Key Company Facts 28 Fintech Web-Based Bitcoin Platform Company Profile Blockchain @ NOAH  Blockchain is on a mission to build a more open, accessible, and fair financial future, one piece of software at a time. Thanks to its position as the world's leading software platform for digital assets, Blockchain is using new technology to build a radically better financial system to revolutionize the $13T financial services industry.  Founded in 2011, Blockchain is the world's most popular way to store and transact digital assets with over 14M wallets. It’s software has powered over 100M transaction and empowered users in 140 countries across the globe to transact quickly and without costly intermediaries. They also offer tools for developers and real-time transaction data for users to analyze the burgeoning digital economy  Business / revenue model: Processing, fees  Addressable market size: Enormously big Speaker Profile Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Peter Smith Co-Founder & CEO Key Corporate Facts Headquarters Luxembourg, Luxembourg Founded 2011 Funding $30.5m Employees 50-100 Active Markets Global Ownership Private – VCs Key Investors Lightspeed, Mosaic Ventures, Wicklow Capital Website blockchain.com
  • 29.
    DRAFT  Franziska vonHardenberg is Founder of BLOOMY DAYS and serves as its Chief Executive Officer  She studied Marketing and Communication Sciences in Berlin and earned her Master's degree in the US and in Hungary  In 2017, she co-hosted the "Salon Privé", where she invited Germany's leading digital entrepreneurs to a private chat with the Federal Chancellor, Dr. Angela Merkel  Hardenberg is also a member of the Advisory Board of the STARTUP TEENS initiative, which is committed to the promotion of entrepreneurship among young people Franziska v. Hardenberg Founder & CEO Key Company Facts 29 Luxury & Fashion Fresh Cut Flower Delivery Service Company Profile BLOOMY DAYS @ NOAH  BLOOMY DAYS is the world's first flower delivery company not only offering individual orders but also a flower subscriptions, with headquarters in Germany  BLOOMY DAYS currently delivers 20.000 packages of fresh flower bouquets every week to businesses and private individuals. Customers can select the frequency of the delivery (e.g. weekly, bi-monthly, monthly), where BLOOMY DAYS guarantees that flowers are up to 5 days fresher than a local shop  The company hand crops and prepares ready to use bouquets of flowers which are carefully selected from the market  BLOOMY DAYS business model allows the company to avoid any inventory costs, waste & returns, with the advantage of arbitraging seasonal flower prices. BLOOMY DAYS generates high margins within a strong retention model  Business / revenue model: Subscription-based  Addressable market size: €52bn in Europe Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Franziska v. Hardenberg Founder & CEO Speaker Profile Key Corporate Facts Headquarters Berlin, Germany Founded 2012 Employees 200 Active Markets Germany / Austria Ownership Private – VCs Key Investors OTTO Capital, Atlantic Internet, Intan Media Services Website bloomydays.com
  • 30.
    DRAFT Speaker Profile  WhitneyWolfe helms one of the fastest- growing mobile apps in the world  Prior to Bumble, Wolfe was a co-founder of Tinder, serving as the company’s VP of marketing from 2012-2014. Leading up to her time with Tinder, Wolfe was the first marketing and sales hire on the Cardify team under the IAC Incubator at Hatch Labs, which was ultimately parlayed into the launch of Tinder  Whitney graduated of Southern Methodist University  When not running Bumble, Whitney enjoys investing in female founded, cause-driven startups and mentoring the next wave of young women founders and tech executives Whitney Wolfe Founder & CEO Key Company Facts 30 Apps World Female-First Social Discovery Application Company Profile Bumble @ NOAH  Bumble shows you the people you want to see and lets you connect by a mutual opt in by swiping right. The app was born out of a desire to reinvent the antiquated rules of dating and empower women to feel confident in controlling the conversation. Women set the tone by always making the first move on Bumble  Bumble’s grew to nearly 10 million users and has singlehandedly disrupted the way people connect online and offline  The company recently celebrated the 100,000,000th first move made by a woman  In April 2016, Bumble launched BumbleBFF as a friend-finding feature and will go live with BumbleBIZZ later this year, which will connect users around professional interests  Business / revenue model: Freemium Key Corporate Facts Headquarters Austin, TX, US Founded 2014 Employees 26-50 Active Markets International Ownership Private Key Investors Badoo Website bumble.com Doing Business @ NOAH Service Provider Interest Communications • Content Collaboration Marketing • Influencer Marketing • Local Advertising Partnerships Interest Product collaborations, influencer and media partnerships Attendees @ NOAH Whitney Wolfe Founder & CEO Lauren Taylor Director, Comms & Brand Dev. Louise Troen Director, Int. PR Julia Schygulla Head of Germany Main Presentation Topics 1. Females making the first move 2. BumbleBizz 3. BumbleBFF
  • 31.
    DRAFT Speaker Profile  OliverReppert took over as CEO of car2go Group in October 2016  He has been working at Daimler since 1998 and has gained comprehensive experience in the areas of sales, marketing and communications  Since November 2014 he has been Head of Brand and Product Management at smart as well as a member of the smart management team  Olivier studied at the University of Applied Sciences Offenburg and the Louis Pasteur University in Strasbourg Olivier Reppert CEO Key Company Facts 31 Mobility World's Largest and Fastest-Growing Car Sharing Service Company Profile car2go @ NOAH  car2go is the market leader in the free-floating carsharing sector and is a wholly owned subsidiary of Daimler AG  With the car2go carsharing concept, smart and Mercedes-Benz vehicles can be hired anywhere and anytime at affordable (per minute) prices. The vehicles can be found, booked and paid by using a smartphone.  The car2go carsharing is internationally available at 26 locations  Purely electrical fleets with a total of 1,350 vehicles are available in three locations (Stuttgart, Amsterdam and Madrid). Thus, car2go is one of the largest providers in the electric vehicle carsharing sector  Operations within Europe are managed by car2go Europe GmbH, a joint venture company of Daimler and Europe's leading car rental company, Europcar  Business / revenue model: Fee per mile  Addressable market size: $16bn+ by 2024 Key Corporate Facts Headquarters Leinfelden-Echterdingen, Germany Founded 2009 Employees 100-1,000 Active Markets International Ownership Private – Daimler Website car2go.com Main Presentation Topics 1. Free-floating Carsharing 2. Flexible Mobility 3. Future of Mobility Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Olivier Reppert CEO Key Operating KPIs Number of Cars 14k Number of Times Rented 80m Customers to Date 2.4m Traffic Apr-16 Apr-17 Unique Visitors 663k 889k Total Visits 943k 1.2m
  • 32.
    DRAFT Speaker Profile  MikeMcGearty joined CarTrawler as COO in 2006  Mike has successfully led CarTrawler through the completion of two major private equity investments and the acquisition of the online assets of Holiday Autos from Lastminute.com  A qualified Chartered Management Accountant, prior to joining CarTrawler Mike worked for eWare a leading developer of CRM software which was acquired by the software accounting giant, SAGE plc  Mike also worked at POINT information Systems, a CRM provider, which was acquired by S1 Mike McGearty CEO Key Company Facts 32 Travel & Tourism Car Rental Distribution System Company Profile CarTrawler @ NOAH  CarTrawler connects business and leisure customers and online travel retailers with more road and rail transport solutions than they will find anywhere else  Its in-house booking engine gives it the opportunity to easily and quickly scale to accommodate customer demand.  The company headquarters and Customer Centre of Excellence are located in Dublin, Ireland, with additional offices in Boston, London and Helsinki  CarTrawler also owns and operates the Cabforce brand  CarTrawler is private equity backed by BC Partners and Insight Venture Partners  Business / revenue model: SaaS Key Corporate Facts Headquarters Dublin, Ireland Founded 2004 Employees 100-1,000 Active Markets Global Ownership Private – Private Equity Key Investors BC Partners, Insight Venture Partners Previous NOAH Content CarTrawler at NOAH Website cartrawler.com Main Presentation Topics 1. The CarTrawler Story – How we work? 2. Scaling our Growth – Our first decade in Business 3. Recent Acquisitions Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Mike McGearty CEO Key Operating KPIs Airlines 100 Travel Retailers 2k Car Rental Agens 1.6k Locations 42k Traffic Apr-16 Apr-17 Unique Users 470k 613k Visits 1.3m 1.3m Minutes 02:58 03:09 Sessions Mobile: 41% Desktop: 59% Mobile: 43% Desktop: 57% Apr 2017 Sources Direct 26%, Search 11%, Referrals 45%, Mail 18%, Other 0%
  • 33.
    DRAFT Speaker Profile  LirazMargalit, PhD, is a Web Psychologist, a Keynote Speaker and Head of Behavioral Research at Clicktale  She integrates cognitive and behavioral economic perspectives to analyzes online consumer behavior and deliver actionable insights for business stakeholders  She was awarded with the OBE, Online Business Excellence for 2016 and her consumer behavior research was awarded for the Best of Neuromarketing 2016  Her research and studies can be found in top business magazines such as Entrepreneur, TechCrunch and Forbes. She also writes an ongoing blog for Psychology Today named “Behind Online Behavior” Liraz Margalit, PhD Web Psychologist, Head of Behavioral Research Key Company Facts 33 B2B & SaaS Analytics Experience Analytics Company Company Profile Cicktale @ NOAH Key Corporate Facts Headquarters Tel Aviv, Israel Founded 2006 Funding $55m Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors KKR, Amadeus Capital Partners Product Presentation Click here to download Previous NOAH Content Clicktale at NOAH Website clicktale.com Main Presentation Topics 1. Digital Body Language 2. Psychological Analytics 3. Model to predict and understand customer decisions and intent Attendees @ NOAH Liraz Margalit Head of Beh. Research Aaron Watson VP Biz Dev. Key Operating KPIs Number of Partners 50+ In-screen Behaviors / month 100bn Optimized Websites 20k Doing Business @ NOAH Service Provider Interest Ecommerce Services • Customer Service Platform • Fulfilment • Mobile Commerce Solutions • Platforms Marketing • Advertising Network • Content Marketing Analytics • Advertising Analytics • BI • CI & Data Science • Business Intelligence (KPI Analyses) • Customer Analytics Digital Services • Creative & Design • Data Management Platforms  Clicktale’s Experience Cloud taps into the wisdom and behavior of millions of visitors so that businesses can deliver the best digital experiences to drive amazing business results  By synthesizing and visualizing complex behavioral patterns based on millisecond-level actions such as hovers and scrolls, we enable businesses to interpret their customers’ digital body language and understand intent  The pioneer in Experience Analytics, Clicktale marries cognitive computing, machine learning and psychological research to automatically surface issues and answer questions that keep executives up at night  Business / revenue model: Enterprise SaaS  Addressable market size: $8.7bn
  • 34.
    DRAFT Speaker Profile  AsEVP of worldwide business development, Aaron leads strategic relationship efforts and oversees the formation and management of partnerships to enhance value to customers and expand market reach  As a seasoned executive with over 15 years in digital business and technology, Aaron has held executive positions in various organizations, helping all of them increase success and yield returns both organically and via M&A  Prior to joining Clicktale, Aaron served as VP of Business Development at ForeSee and VP of sales at DigiCert. Before that, he served as Sr. Director of Strategic Alliances at both Adobe and Omniture Aaron Watson EVP Worldwide Business Development Key Company Facts 34 B2B & SaaS Analytics Experience Analytics Company Company Profile Cicktale @ NOAH  Clicktale’s Experience Cloud taps into the wisdom and behavior of millions of visitors so that businesses can deliver the best digital experiences to drive amazing business results  By synthesizing and visualizing complex behavioral patterns based on millisecond-level actions such as hovers and scrolls, we enable businesses to interpret their customers’ digital body language and understand intent  The pioneer in Experience Analytics, Clicktale marries cognitive computing, machine learning and psychological research to automatically surface issues and answer questions that keep executives up at night  Business / revenue model: Enterprise SaaS  Addressable market size: $8.7bn Main Presentation Topics 1. Digital Body Language 2. Psychological Analytics 3. Model to predict and understand customer decisions and intent Attendees @ NOAH Liraz Margalit Head of Beh. Research Aaron Watson VP Biz Dev. Doing Business @ NOAH Service Provider Interest Ecommerce Services • Customer Service Platform • Fulfilment • Mobile Commerce Solutions • Platforms Marketing • Advertising Network • Content Marketing Analytics • Advertising Analytics • BI • CI & Data Science • Business Intelligence (KPI Analyses) • Customer Analytics Digital Services • Creative & Design • Data Management Platforms Key Corporate Facts Headquarters Tel Aviv, Israel Founded 2006 Funding $55m Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors KKR, Amadeus Capital Partners Product Presentation Click here to download Previous NOAH Content Clicktale at NOAH Website clicktale.com Key Operating KPIs Number of Partners 50+ In-screen Behaviors / month 100bn Optimized Websites 20k
  • 35.
    DRAFT  Michelle Zatlynis co-founder and COO of Cloudflare  Before co-founding Cloudflare, Michelle held positions at Google and Toshiba and launched two successful startups.  She holds a BS degree, with distinction, from McGill University, and an MBA from Harvard Business School, where she was awarded the Dubliner Prize for Entrepreneurship  Michelle has been named a Young Global Leader by the World Economic Forum, one of the Top 15 Women to Watch in Tech by Inc. magazine, and a 40 Under 40 leader by San Francisco Business Times Michelle Zatlyn Co-Founder & COO Key Company Facts 35 B2B & SaaS Web Performance and Security Company Company Profile Cloudflare @ NOAH  Cloudflare is on a mission to help build a better Internet. Today the company runs one of the world’s largest networks that powers more than 10 trillion requests per month, which is nearly 10 percent of all Internet requests for more than 2.5 billion people worldwide  Cloudflare protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Web properties powered by Cloudflare have all web traffic routed through its intelligent global network, which gets smarter with each new site added. As a result, they see significant improvement in performance and a decrease in spam and other attacks  Cloudflare was recognized by the World Economic Forum as a Technology Pioneer and named the Most Innovative Network & Internet Technology Company for two years running by the Wall Street Journal  Business / revenue model: SaaS, subscription-based Attendees @ NOAH Michelle Zatlyn Co-Founder & COO Main Presentation Topics 1. Cloudflare 2. Our network 3. How we operate on a global scale Traffic Apr-16 Apr-17 Unique Users 3.2m 5.6m Visits 11.4m 14.4m Minutes 03:49 04:12 Sessions Mobile: 24% Desktop: 76% Mobile: 29% Desktop: 71% Apr 2017 Sources Direct 49%, Search 14%, Referrals 33%, Other 4% Speaker Profile Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Key Corporate Facts Headquarters San Francisco, CA, US Founded 2009 Funding $182m Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Fidelity, Union Square Ventures, NEA, Microsoft, Qualcomm Ventures Website cloudflare.com
  • 36.
    DRAFT  Ida Tinis the co-founder and CEO of Clue, a digital female health company based in Berlin, Germany whose Clue app is acclaimed as the most streamlined, user-friendly menstrual cycle tracking app available  Born in Copenhagen, Ida graduated from Denmark’s prestigious creative business school, KaosPilots  A lifelong entrepreneur, she previously led motorcycle tours around the world and published a book about her experience, “Direktøs” which became a Danish bestseller Ida Tin Co-Founder & CEO Key Company Facts 36 Apps World Period Tracking and Fertility App Company Profile Clue @ NOAH  Clue is the world’s fastest growing period tracking and fertility app. Its mission is to empower people to be in charge of their lives while moving science and health research forward  Clue uses science and data to provide actionable personal insights into female health  Business / revenue model: Freemium  Addressable market size: All females between 13-50 years old Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Ida Tin Co-Founder & CEO Key Corporate Facts Headquarters Berlin, Germany Founded 2013 Funding $31m Employees 10-100 Active Markets International Ownership Private – VCs Key Investors Nokia Growth Partners, Mosaic Ventures, Union Square Ventures Website helloclue.com Speaker Profile
  • 37.
    DRAFT Speaker Profile  YishaiPinchover is Co-Founder and COO at CodeMonkey, where he is responsible for getting a revolutionary product to transform the lives of over 5 million children  Yishai is an alumnus of the prestigious Technion Program for Excellence, which he finished at the young age of 19  Since then, Yishai spent 15 years initiating, managing and delivering multiple in-house startups within organizations of various sectors and countries including LSI Corp. and Markit Group  He has served voluntarily in educational ventures and returned as teaching staff to his alma mater - Technion Yishai Pinchover Co-Founder & COO Key Company Facts 37 NOAH 16 London Startup Stage Winners Online Game Focused on Code Learning Company Profile CodeMonkey @ NOAH  CodeMonkey, a leading game-based learning platform, teaches students eight years and older the fundamental principles of computer programming  Founded in 2014, CodeMonkey products are designed to maximize engagement and user experience to introduce students to foundational computer programming skills. Using real programming languages and scalability for all learning levels, CodeMonkey provides a turnkey solution for educators by offering basic training, management and reporting tools, automatic grading and detailed tutorials for teachers and real time feedback for students  CodeMonkey has introduced computer science skills through play to millions of students worldwide  Business / revenue model: Schools, courses  Addressable market size: $3bn Key Corporate Facts Headquarters Tel Aviv, Israel Founded 2014 Funding $2.5m Employees 11-25 Active Markets International Ownership Private – VCs Key Investors Edulab, Invictus Capital, China-Israel Education VC, CET, Israel Innovation Authority Product Presentation Click here to download Previous NOAH Content CodeMonkey at NOAH Website playcodemonkey.com Main Presentation Topics 1. What is the most important commodity of the future’s economy? 2. The challenges of building 21st century skills through Ed Tech innovation 3. How CodeMonkey is creating a bright future for millions of learners Doing Business @ NOAH Service Provider Interest Marketing • Affiliate Marketing • Content Marketing • Digital Marketing Agency • Events & Webinars Marketing • Public Relations • Social Advertising Analytics • Digital Analytics Partnerships Interest Go-to-market partnerships with established media, publishing and education providers Attendees @ NOAH Yishai Pinchover Co-Founder & COO Key Operating KPIs Client Retention Rate 80%
  • 38.
    DRAFT  Euan Davisleads Cognizant’s Center for the Future of Work in EMEA. A respected speaker and thinker, Euan has guided many Fortune 500 companies into the future of work with his thought-provoking research and advisory skills  Within Cognizant’s Center for the Future of Work, he helps ensure that the unit’s original research and analysis jibes with emerging busi-ness-technology trends and dynamics in Europe, and collaborates with a wide range of leading thinkers to understand how the future of work will look  Previously, Euan held senior analyst, advisory and leadership positions at Forrester Research, IDC and CEB Euan Davis Associate Vice- President Cognizant’s Center for the Future of Work, EMEA Key Company Facts 38 B2B & SaaS Provider of IT, consulting, and BPO services Company Profile Cognizant @ NOAH  Cognizant is a leading provider of information technology, consulting, and business process outsourcing services  Cognizant's single-minded passion is to dedicate their global technology and innovation know-how, their industry expertise and worldwide resources to working together with clients to make their businesses stronger  A member of the NASDAQ-100 Index and S&P 500 Index, Cognizant is a Forbes Global 2000 company and a member of the Fortune 1000 and is ranked among the top information technology companies in Top 50 Performers listings  Business / revenue model: Consulting Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Euan Davis Associate Vice- President Cognizant’s Center for the Future of Work, EMEA Key Corporate Facts Headquarters Teaneck, NJ, US Founded 1994 Employees Over 1,000 Active Markets Global Ownership Public NASDAQ Company Presentation Click here to download Previous NOAH Content Cognizant at NOAH Website cognizant.com 2016 2017 Growth Revenues €13.5bn €14.7bn 9% EBITDA €2.6bn €2.9bn 9% Margin 20% 20% - EV/EBITDA 13.6x 12.5x (8%) P/E 25.2x 19.5x (23%) Valuation Data and Financials Market Cap €35.7bn Source: FactSet (financial and valuation data as of 16/05/2017) Speaker Profile Key Operating KPIs Global Delivery Centers 50
  • 39.
    DRAFT 39  20+ yearsexperience in senior executive functions with leading companies in the telecommunications and payments sector, e.g. First Data, Easycash and Ogone  Marcus joined Concardis as Chief Operating Officer in 2013. 2015 he took over the CEO function of Concardis  Marcus is also engaged as advisor and non executive director in payment start-ups like orderbird, a supplier of iPad based cash register systems for gastronomy  He is also an author and editor of publications on the topic of cashless payments  Follow on Twitter: @mwmosen Marcus W. Mosen CEO Key Company Facts Payments Full-Service Payment Provider Company Profile Concardis @ NOAH  Concardis is the leading full-service payment provider in German-speaking Europe. Concardis acts as a consultant and point of contact for some 116,000 customers with more than 470,000 connected terminals and is active in 118 countries  The company ensures seamless processes at the point of sale with its fast and convenient payment processes. With innovative solutions in e-commerce and m-commerce as well as for bricks-and-mortar shops, Concardis helps its customers realise sales across all channels and beyond national borders, thereby allowing them to profit from growing international retail  The payment services provider constantly works to increase added value for merchants and consumers when it comes to payment through the expansion of its services and the integration of complementary products and services Doing Business @ NOAH Service Provider Interest Consulting companies and agencies Partnerships Interest Companies in the payments space M&A Interest Incumbents and Start-ups/Fintechs in the payments space Key Hires Interest Creative, agile, curious, determined employees in Sales, IT, Product Management, Business Analytics Main Presentation Topics N/A Attendees @ NOAH Marcus W. Mosen CEO Christoph Jung VP eComm Comp. Center Jakob Schreyer Co-Founder & CEO at Orderbird Miriam Wohlfarth Managing Director & Co-Founder at RatePAY Valuation Data and Financials EV €700m Speaker Profile Key Corporate Facts Headquarters Eschborn, Germany Founded 1982 (as former GZS) Employees +350 Active Marcets International Ownership Private Key Investors Advent Int., Bain Capital Website www.concardis.com Key Operating KPIs Annual Transaction Volume 2016 €42bn Transactions 2016 422m Points of Acceptance 2016 470k Customers 116k Locations 210k
  • 40.
    DRAFT Speaker Profile  Since2010, Holger has been in charge of our consulting unit. He has been active in the software industry for over 25 years, focusing on developing IT strategies, as well as supporting IT restructuring and development programmes  Following his degree in IT and German Studies, he was one of the founding members of the Institute for Theoretical Computer Science at the University of Potsdam, which is known today as the Hasso Plattner Institute  Before founding CORE, Holger set up a technology company, was involved with market-leading technology providers in a management capacity and was a partner in a leading international strategic consulting firm Holger Friedrich Managing Director Key Company Facts 40 Service Providers Advisory Company Company Profile CORE @ NOAH  CORE accompanies the management of complex IT transformations of companies and market partners in which IT has a disproportionately high contribution to their business success. Building on detailed market knowledge, deep technology expertise and methodologically sound approaches, we develop solutions together with our partners, which in the long term ensures the future viability of relevant elements  With our research on the dynamics and systematics of complex IT transformations as part of the COREinstitute, we support leading companies and institutions worldwide in finding the appropriate measures to manage the fundamental structural change driven by digitization o COREtransform is responsible for advisory services to our clients in the IT management in regards to all IT-transformative undertakings, utilizing our profound business and technical expertise through efficient collaboration of generalists and experts o At COREengineering, we develop sustainable solution designs, accompany their implementation in conjunction with selected implementation partners while steering the projects to ensure success o COREoperating assists clients in transforming solutions into productive operations with the help of our integration and migration services Key Corporate Facts Headquarters Berlin, Germany Employees 120+ Active Markets International Ownership Private Website core.se Main Presentation Topics Interview with Andreas Wiele Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Holger Friedrich Managing Director Key Operating KPIs Projects Completed in 2016 85
  • 41.
    DRAFT Speaker Profile  RanSarig is the CEO & Co-founder of Datorama  Ran has more than 15 years of management, product, engineering and leadership experience  Prior to Datorama, he worked for MediaMind as its VP of R&D where he managed a group of 130+ engineers and product managers Ran Sarig Co-Founder & CEO Key Company Facts 41 B2B & SaaS Analytics Marketing Intelligence Platform for Advertisers and Ad Agencies Company Profile Datorama @ NOAH  Datorama is a global marketing intelligence company providing the world's first Marketing Integration Engine for enterprises, agencies, publishers and platforms  Datorama's software-as-a-service (SaaS) platform gives marketers the ability to connect all of their data sources together — whether it's a handful or hundreds — to form a single source of truth for more efficient reporting, better decision making, and total control over their marketing performance, impact and customer experience  Datorama's best-in-class combination of end-to-end data management, machine learning (AI) technology, and high-performance architecture makes it simple for data-driven marketers of all experience levels to connect, unify, analyze, visualize and act on all of their marketing data  Business / revenue model: SaaS, subscription-based  Addressable market size: $20bn Key Corporate Facts Headquarters New York, NY, US Founded 2012 Funding €45m Employees 100-1,000 Active Markets Global Ownership Private - VCs Key Investors Lightspeed Venture Partners, Cedar Fund, Innovation Endeavors Previous NOAH Content Datorama at NOAH Website datorama.com Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Ran Sarig Co-Founder & CEO
  • 42.
    DRAFT  Executive withexperience in strategy development and implementation (McKinsey), general manager, international business development, sales leadership (Groupon, Peak Games) and finance (Deloitte)  Experience in On-line, Retail, Banking, Media, High-Tech and other industries  Outstanding leadership capabilities; strong focus on recruiting, developing talent and building high-performing teams; entrepreneurial  Obtained MBA (Insead) and Commercial Engineering master degrees. Fluent in English, French and Dutch, practical skills in German Pieter-Jan van Depitte COO Key Company Facts 42 Food & Restaurants Network of Online Food Ordering Sites Company Profile Delivery Hero @ NOAH  Founded in Berlin in 2011, Delivery Hero is a worldwide network of online food ordering sites, operating in 21 countries and with over 73,000 restaurant partners  Delivery Hero operates in Germany, UK, Austria, South Korea, Sweden, Finland, Poland, Australia, Switzerland, China, India, Colombia, Mexico, Argentina, Chile, Uruguay, Brazil, Peru, Venezuela, Panama and Puerto Rico. The Group has more than 1000 employees globally, with 400 working from its Berlin headquarters  Business / revenue model: Order Commissions Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Ralf Wenzel CSO Valuation Data and Financials EV $3.1bn Key Corporate Facts Headquarters Berlin, Germany Founded 2010 Funding $1.8bn Employees Over 1,000 Active Markets Global Ownership Private – VCs Key Investors Naspers, Rocket Internet, Kite Ventures, Insight, Luxor Capital Group Previous NOAH Content Delivery Hero at NOAH Website deliveryhero.com Key Operating KPIs Delivered Takeaways Q1 2017 63m Q1 2016 Q1 2017 Growth Revenues €63m €121m 93% Speaker Profile
  • 43.
    DRAFT  More than16 years of experience in global financial markets and in growing asset management and technology companies  Previously Partner and CEO Europe of SkyBridge Capital, a global alternative investment firm and former Director and Head of Investors at the World Economic Forum in Geneva and New York  Advisor Europe to the Berggruen Institute and former Senior Advisor at Asia Pacific Research Center at Stanford University  Max holds a German Legal State Exam and an MA Leadership (World Economic Forum in collaboration with Wharton School of Business, Columbia University, INSEAD and London Business School) Max von Bismarck Chief Business Officer & Managing Director Key Company Facts 43 Fintech Open Banking for Deposits Company Profile Deposit Solutions @ NOAH  Deposit Solutions is a globally recognized FinTech company that is transforming the €10 trillion+ retail and corporate deposit market in Europe  Its ground-breaking Open Banking platform allows banks to offer attractive third party deposit products to their own clients with their existing accounts  As a result, savers and corporates can access best in class deposit offers without having to open a new account at another bank, and banks can gather deposits from across Europe without facing the need to build and operate their own deposit infrastructure  Business / revenue model: Commissions  Addressable market size: €10tn Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Max von Bismarck Chief Business Officer & Managing Director Thomas von Hohenhau Chief Client Officer Main Presentation Topics 1. Update Deposit Solutions 2. Open Banking for deposits 3. Case Studies Speaker Profile Key Corporate Facts Headquarters Hamburg, Germany Founded 2011 Funding $24m Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors e.ventures, Greycroft Partners, Valar Ventures, Peter Thiel Previous NOAH Content Deposit Solutions at NOAH Website deposit-solutions.com
  • 44.
    DRAFT  After leavingschool, Dr Richard Lutz studied Business Management at Saarbrücken University  From 1989 to 1994, Dr Lutz worked as a research assistant to the chair for Business Management Studies at Kaiserslautern University, where he obtained his doctorate  In 1994, he moved to Deutsche Bahn AG, where he held various positions before taking over Corporate Controlling in 2003. From 1 April 2010 to 22 March 2017 he was Member of the Management Board of Deutsche Bahn AG responsible for Finance and Controlling  By 22 March 2017, the department for Finance and Controlling has been merged with the department of the CEO Dr. Richard Lutz CEO Key Company Facts 44 Industrials, Automation & IoT Passenger and Logistics Company Company Profile Deutsche Bahn @ NOAH  Deutsche Bahn AG is a German railway company. Headquartered in Berlin, it is a private joint-stock company, with the Federal Republic of Germany being its single shareholder  Deutsche Bahn describes itself as the second-largest transport company in the world, after the German postal and logistics company Deutsche Post / DHL, and is the largest railway operator and infrastructure owner in Europe. It carries about two billion passengers each year  Business / revenue model: Tickets Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Dr. Richard Lutz CEO Key Corporate Facts Headquarters Munich, Germany Founded 2011 Employees 100-1,000 Active Markets International Ownership Federal Republic of Germany Company Presentation Click here to download Website deutschebahn.com Speaker Profile Key Operating KPIs Passengers 2016 4.4bn Train-path Kilometers 2016 1.07bn 2015 2016 Growth Revenues €40.5bn €40.6bn 0.3% EBIT (Adjusted) €1.8bn €1.9bn 11% Margin 4% 5% 1%
  • 45.
    DRAFT  Christian Sewing,born in 1970, has been a member of the Management Board since January 1, 2015. He is responsible for Deutsche Bank’s Private & Commercial Bank (including Postbank)  Sewing joined Deutsche Bank in 1989. He was Head of Group Audit from June 2013 to February 2015, prior to which he held a number of management positions in Risk. From 2012 to 2013, he was Deputy Chief Risk Officer. From 2010 to 2012, he served as the Bank’s Chief Credit Officer. He has worked in Frankfurt, London, Singapore, Tokyo and Toronto  From 2005 until 2007, Sewing was a member of the Management Board of Deutsche Genossenschafts- Hypothekenbank  Education: Before graduating with a diploma from the Bankakademie Bielefeld and Hamburg, he completed a bank apprenticeship at Deutsche Bank in 1989 Christian Sewing President – Head of Private and Commercial Bank Key Company Facts 45 Fintech Global Investment Bank Company Profile Deutsche Bank @ NOAH  Deutsche Bank provides commercial and investment banking, retail banking, transaction banking and asset and wealth management products and services to corporations, governments, institutional investors, small and medium-sized businesses, and private individuals. Deutsche Bank is Germany’s leading bank, with a strong position in Europe and a significant presence in the Americas and Asia Pacific  Deutsche Bank offers expertise for every development stage of a start-up. We break this down into three key stages: Seed, Grow, and Expand. In addition to our banking services for these three stages, we offer numerous services. For example local assistance within our regional start-up network, our operational expertise regarding research and global markets, strategic start-up dialogue on all issues of financing, technology- and sector-expertise, as well as our Deutsche Bank Labs in Berlin, London, New York, and Silicon Valley  For more information on Deutsche Bank, go to deutsche-bank.com, and for learning more about our startup team, go to deutsche-bank.de/startups Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Christian Sewing President – Head of Private and Commercial Bank (including Postbank) Key Corporate Facts Headquarters Frankfurt, Germany Founded 1870 Employees Over 1,000 Active Markets Global Ownership Public NYSE Company Presentation Click here to download Previous NOAH Content Deutsche Bank at NOAH Website db.com 2016 Revenues €30.0bn Valuation Data and Financials Market Cap €23.8bn Source: FactSet (financial and valuation data as of 16/05/2017) Speaker Profile Key Operating KPIs Fully loaded CRR/CRD 4 Leverage Ratio Dec-2016 3.5% Common Equity Tier 1 capital ratio (fully loaded) Dec-2016 11.8%
  • 46.
    DRAFT Speaker Profile  CarstenKengeter is CEO of Deutsche Börse AG. He served as member of the Group Executive Board as well as Chairman and CEO of the UBS Investment Bank from 2008 to 2013  Prior to that, he was a Managing Director and Partner at Goldman Sachs, after he started his career at Barclays in 1992 in London  He is a board member of several international companies and institutions such as b-to-v Partner AG, Circuitus Capital LLP, FNZ Group Ltd. and member of the Advisory Board Financial Markets Group, Systemic Risk Centre of the LSE as well as a member of the FICC Markets Standards Board located in London Carsten Kengeter CEO Key Company Facts 46 Fintech World’s Leading Exchange Organization Company Profile Deutsche Börse @ NOAH  As one of the world’s leading exchange organizations Deutsche Börse Group provides investors, financial institutions and companies access to global capital markets  Deutsche Börse covers the entire process chain from securities and derivatives trading, clearing, settlement and custody, through to market data and the development and operation of electronic trading systems. Deutsche Börse's reliable systems and their integrity as a neutral provider form the basis of the business philosophy  Deutsche Börse is making a significant contribution to creating a strong ecosystem for growth in Germany through Deutsche Börse Venture Network®. With this network Deutsche Börse is focusing its expertise on the pre-IPO area in order to facilitate companies' access to capital there, too  Via its own corporate venture capital arm, DB1 Ventures, Deutsche Börse is a strategic partner of choice for early- to growth-stage companies which are core or adjacent to Deutsche Börse Group’s strategy Doing Business @ NOAH Service Provider Interest Ability to join an ecosystem and network with entrepreneurs, investors and corporate executives Partnerships Interest Discover new, disruptive trends across all sectors M&A Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Carsten Kengeter CEO Key Corporate Facts Headquarters Frankfurt, Germany Founded 1992 Employees Over 1,000 Active Markets Global Ownership Public FWB Company Presentation Click here to download Previous NOAH Content Deutsche Börse at NOAH Website deutsche-boerse.com Key Operating KPIs Dividend per Share 2016 €2.35 Dividend Payout Ratio 2016 54% 2017 2018 EV/EBITDA 12.2x 11.2x P/E 19.3x 17.3x Valuation Data and Financials Market Cap 2017 €17.3bn EV 2017 €17.9bn Teams of Deutsche Börse Venture Network and DB1 Ventures
  • 47.
    DRAFT  Karel Dörneris a Senior Partner at Digital McKinsey in Munich, Germany. He leads McKinsey Digital Labs in Europe and is global co-leader of Digital McKinsey  He primarily serves retail and consumer goods clients in the areas of digital transformations, e-commerce, online strategies and implementations, as well as technology innovation  He has over 20 years of experience in the retail technology and online/multichannel space, among others as co-founder and Managing Director of eBay Europe Karel Dörner Senior Partner, Digital McKinsey Key Company Facts 47 Service Providers Global Management Consulting Firm Company Profile Digital McKinsey @ NOAH  Digital McKinsey brings together the best of McKinsey’s digital capabilities  Digital McKinsey not only advises but also builds, operates, and transfers capabilities to help our clients create value by reinventing the core of their businesses  Digital McKinsey brings together more than 2,000 experts from across our global firm—including more than 1000 developers, designers, IT architects, data engineers, agile coaches, and advanced analytics experts in our Digital Labs  Business / revenue model: Consulting Attendees @ NOAH Karel Dörner Senior Partner Key Corporate Facts Headquarters NYC, NY, US Founded 1926 Employees Over 10,000 Active Markets Global Ownership Private Previous NOAH Content McKinsey at NOAH Website mckinsey.com 2016 Revenues $8.4bn Speaker Profile Doing Business @ NOAH Service Provider Interest Ecommerce Services Offline Services Communications Marketing Analytics Digital Services Main Presentation Topics 1. Digital reinvention by transforming the core 2. Building digital businesses 3. Digital at scale
  • 48.
    DRAFT  Rolf Cederströmis a Co-Founder and CEO at Digital Origin  Rolf is responsible for the daily operations, as well as managing product development and corporate strategy  Prior to Digital Origin, he worked both in the financial sector in London (including Goldman Sachs) and the technology sector (including IBM and Ericsson)  He has a MSc in Mathematics and Physics from the University of Engineering of Lund, Sweden, and an MBA from the Massachusetts Institute of Technology (MIT), Sloan School of Management Rolf Cederström Co-Founder & CEO Key Company Facts 48 Fintech Loan Origination Platform Company Profile Digital Origin @ NOAH  A fintech company focused on the consumer finance sector in S. Europe  The company develops and operates a proprietary consumer loan origination platform that enables real-time, instant, paperless consumer credit transactions: - Paga+Tarde eCommerce offers instant credit at POS for online purchases - Pagamastarde inStore offers instant credit at POS for purchases in physical stores - Pagmastarde CreditCard offers instant virtual credit cards - QueBueno offers instant small short term cash loans  Business / revenue model: Balance sheet lender  Addressable market size: Consumer finance - Spain €60bn, Italy €100bn, France €150bn Speaker Profile Doing Business @ NOAH Service Provider Interest Data providers Partnerships Interest Payment Service Providers Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Rolf Cederström Co-Founder & CEO Source: Market size – ECRI 2016. Key Corporate Facts Headquarters Madrid, Spain Founded 2011 Funding €40m Employees 100-1,000 Active Markets Southern Europe (Spain, Portugal, France, Italy) Ownership Private – VCs Key Investors Prime Ventures Products Pagmastarde & Quebueno Regulatory status Payment Institution supervised by Bank of Spain Website digitalorigin.com
  • 49.
    DRAFT Speaker Profile  NicoGabriel was appointed Managing Director of DriveNow in May 2011  He is responsible for operations and business development at the joint venture between BMW and SIXT  Gabriel previously worked in various positions for eight years at SIXT operations in Germany and abroad, including being in charge of franchises in Scandinavia and the Middle East  Additionally, between 2008 and 2011 he was responsible for subsidiaries of SIXT, as well as the car sharing scheme SIXTI Car Club and an electric mobility cooperation between RWE, BMW, and Vattenfall Nico Gabriel CEO Key Company Facts 49 Mobility European Carsharing Platform Company Profile DriveNow @ NOAH  DriveNow, the carsharing joint venture of the BMW Group and Sixt SE, is available in various European cities and offers a range of high-quality premium vehicles of the BMW and MINI brands to rent, based on the free-floating principle  The vehicles can be hired and returned independent of location within a defined business area  DriveNow operates in Munich, Berlin, Dusseldorf, Cologne, Hamburg, Vienna, London, Copenhagen, Stockholm, Brussels and Milan  At all its locations DriveNow also offers electric BMW i3 to the customers.  Several studies have proven that one DriveNow vehicle replaces at least three private cars  Business / revenue model: Fee per mile  Addressable market size: $16bn+ by 2024 Key Corporate Facts Headquarters Munich, Germany Founded 2011 Funding €20m Employees 100-1,000 Active Markets International Ownership Private – Founders only Website drive-now.com Main Presentation Topics 1. Success factors carsharing 2. Urban mobility 3. Electric mobility Doing Business @ NOAH Service Provider Interest Analytics • Audience & Market Data • Customer Analytics Digital Services • CRM • Databases & Big Data • Fraud Prevention • Security Certification Partnerships Interest Cooperation with airlines, hotels and other players of the tourism industry Attendees @ NOAH Nico Gabriel CEO Key Operating KPIs Registered Customers 875k Vehicles 5.5k Traffic Apr-16 Apr-17 Unique Users 144k 269k Visits 535k 501k Minutes 02:43 03:02 Sessions Mobile: 49% Desktop: 51% Mobile: 41% Desktop: 59% Apr 2017 Sources Direct 31%, Search 44%, Referrals 11%, Display Ads 8%, Other 6% 2016 Revenues €51-100m EBITDA Undisclosed
  • 50.
    DRAFT Speaker Profile  PaulinDementhon is the founder and CEO of Drivy, the European leading peer-to-peer car rental marketplace  He started creating a carpooling service in 2009 without any knowledge of the web before launching Drivy in 2010, a platform to rent cars between individuals Paulin Dementhon Founder & CEO Key Company Facts 50 Mobility European P2P Car Rental Marketplace Company Profile Drivy @ NOAH  Drivy is the leading car rental marketplace in Europe  The service allows its users to rent people’s cars everywhere within walking distance of home whenever they need one: whether it is to go away for a weekend, attend a business meeting or move house. The service includes a comprehensive insurance coverage to ensure safe rentals  Drivy provides a full mobile experience, from booking a car to check-in and check-out, and provides a technology called Drivy Open, which enables people to open cars with their smartphones and carry out self-service rentals.  Created in 2010 in France by Paulin Dementhon, Drivy now also operates in Germany, Spain and Austria  The company employs 90 people in Paris, Berlin and Barcelona. Drivy’s ambition is to make car rental much more efficient than personal car ownership  Business / revenue model: Commissions  Addressable market size: $16bn+ by 2024 Key Corporate Facts Headquarters Paris, France Founded 2011 Funding €47m Employees 51-100 Active Markets International Ownership Private – VCs Key Investors Alven Capital, Index Ventures, Nokia Growth Partners Previous NOAH Content Drivy at NOAH Website drivy.com Main Presentation Topics 1. The future of mobility Urban mobility 2. Car-on-demand 3. Autonomous cars Doing Business @ NOAH Service Provider Interest Analytics Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Paulin Dementhon Founder & CEO Nils Rossmeisl Country Manager Germany Key Operating KPIs Number of Cars 42k Users 1.2m Traffic Apr-16 Apr-17 Unique Users 161k 314k Visits 561k 741k Minutes 06:26 06:07 Sessions Mobile: 36% Desktop: 64% Mobile: 44% Desktop: 56% Apr 2017 Sources Direct 29%, Search 46%, Referrals 16%, Mail 7%, Other 2%
  • 51.
    DRAFT Speaker Profile  AlexandreMars is a serial entrepreneur and engaged philanthropist  He launched and sold several tech and advertising startups including Phonevalley, (sold to Publicis Group) and ScrOOn (sold to Blackberry)  In 2014, Alexandre founded Epic to lift the obstacles that prevent individuals and corporations from donating more. Epic applies its innovative approach, processes and solutions to support children and youth globally  In 2015, he was named one of New York City’s top 20 philanthropists under 40 by the New York Observer Alexandre Mars Founder & CEO Key Company Facts 51 Investors & Influencers Charitable Organization Supporting Children and Youth Globally Company Profile Epic Foundation @ NOAH  Founded in 2014, Epic is driven by the belief that new ways to give can address the needs of the ongoing social disruption led by individuals and businesses  We develop and partner to implement innovative solutions that raise funds from individual and corporate donors for a carefully vetted portfolio of social organizations that tackle youth and children issues globally  We promote social innovation through selected solutions for philanthropy, industry-leading research and relentless advocacy  Epic Foundation operates as a nonprofit startup, a 501(c)(3) in the US and a Registered Charity in the UK  Business / revenue model: Non-profit Main Presentation Topics 1. Philanthropy and giving 2. A new socially conscious generation 3. Authentic social strategies that businesses and entrepreneurs can incorporate Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Alexandre Mars Founder & CEO Key Corporate Facts Headquarters New York, NY, US Founded 2014 Employees 26-50 Active Markets Global Website epic.foundation
  • 52.
    DRAFT  Julie LinnTeigland joined EY in 2001, where she was made partner in 2002. Having built up human capital services in Mannheim, she took on responsibility for EY’s strategic growth portfolio, first in Germany, then in Central Europe and finally for Europe, Middle East, India and Africa (EMEIA)  From 2002 onward Julie increasingly focused her time in assurance, advising and auditing many growth companies through capital market transactions, IFRS and US GAAP accounting issue. Julie also went on to serve several Fortune 500 clients as lead audit partner, focusing her efforts increasingly on the life science sector  In 2011 she became a member of the executive committee for EMEIA, as Managing Partner for EMEIA Accounts and was given responsibility for accounts and market development.  In August 2015 she was appointed Managing Partner for EY for the region Germany, Switzerland and Austria and has assumed operational responsibility of this role as of July 1, 2016 Julie Linn Teigland Managing Partner EY Germany, Switzerland, Austria Key Company Facts 52 Service Providers Global Professional Services Firm Company Profile EY @ NOAH  EY is one of the world's largest accounting and consulting organizations with 231,000 employees. The global EY organization is a leader in assurance, tax, transaction and advisory services  EY’s employees in more than 700 offices in more than 150 countries offer comprehensive professional expertise with globally uniform quality standards.  We leverage our experience, knowledge and services to help build trust and confidence in the capital markets and in economies the world over  Our global purpose is to drive progress and make a difference by building a better working world – for our people, for our clients and for our communities  Business / revenue model: Consulting  Addressable market size: $44bn Attendees @ NOAH Julie Linn Teigland Managing Partner EY Germany, Switzerland, Austria Martin Dahmen Partner Markus Fischer Executive Director Martin Gerber Partner Jan-Menko Grummer Partner Christoph Hille Senior Manager Dietmar Kösling Partner Peter Lennartz Partner Axel Majert Lead Partner Nathalie Mielke Partner Thomas Prüver Partner Philipp Rathjen Manager Olaf Riedel Partner Carsten Risch Partner Key Corporate Facts Headquarters London, UK Founded 1989 Employees 231,000 Active Markets Global Ownership Private Website ey.com Traffic Apr-16 Apr-17 Unique Users 1.4m 2.1m Visits 3.5m 3.6m Minutes 02:36 02:33 Sessions Mobile: 32% Desktop: 68% Mobile: 33% Desktop: 67% Apr 2017 Sources Direct 17%, Search 57%, Referrals 20%, Other 6% Speaker Profile Doing Business @ NOAH Service Provider Interest Customer-Led Digital Transformation Cyber Security Big Data Analytics Digital Tax Solutions Main Presentation Topics 1. Digital Revolution 2. Innovative Transformation 3. New Operating Models
  • 53.
    DRAFT  Founder andfashionista, Isabelle is the inspiration and driving force behind EyeFitU  Studies in marketing and economics  Broker in stocks, derivatives and investor  Fluent in 6 languages  Featured in Financial Times, Retail Gazette, Metro, NetImperative, Sun and more. Isabelle Ohnemus Founder & CEO Key Company Facts 53 NOAH 16 London Startup Stage Winners All the Best Brands in One Place, in Your Size Company Profile EyeFitU @ NOAH  A global fashion shopping and personalization platform  The first fashion sizing and personalisation platform enabling shoppers to shop the world’s best brands in one place, always in their size  EyeFitU is also offering the sizing engine to online retailers (b2b)  Multi-parameter sizing algorithm. Approach includes big data and machine learning  Sizing in hundreds of brands, partnerships with 60+ online shops  The team are seasoned entrepreneurs with multiple IPOs and trade-sales experiences  Business / revenue model: Affiliate marketing, online advertising, B2B/SaaS, Big Data  Addressable market size: Fashion Industry: $1.5tn, Online: $286bn Key Corporate Facts Headquarters Zurich, Switzerland Founded 2013 Employees 11-50 Previous NOAH Content EyeFitU at NOAH Website eyefitu.com Traffic Apr-16 Apr-17 Downloads <1k <200k Monthly average users <1k <35k Unique Users <5k <5k Visits <5k 7k Minutes 00:21 01:41 Sessions Mobile: 0% Desktop: 100% Mobile: 65% Desktop: 35% Apr 2017 Sources Direct 7%, Search 67%, Referrals 26%, Other 0% Main Presentation Topics N/A Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest Fashion brands and online retailers Investor Interest Raising $5m Key Hires Interest No specific needs Attendees @ NOAH Isabelle Ohnemus Founder & CEO Henrik Steffensen COO Speaker Profile
  • 54.
    DRAFT  As ManagingDirector Central Europe at Facebook, Martin Ott is responsible for the development of Facebook’s business in the region Germany, Austria, Switzerland, Benelux and Eastern Europe  Martin is an expert for digital and mobile transformation, and therefore deals intensively with its implications for corporations and markets  With more than 15 years of leadership experience in the digital industry, he advises companies from start-ups to leading global brands on their growth opportunities in the digital world Martin Ott Managing Director Central Europe Key Company Facts (Group) 54 Digital & Media Online Social Networking Service Company Profile Facebook @ NOAH  Facebook is an American for-profit corporation and an online social media and social networking service based in Menlo Park, California  The Facebook website was launched on February 4, 2004, by Mark Zuckerberg, along with fellow Harvard College students and roommates with its vision to make the world more open and connected  Business / revenue model: Advertising Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Martin Ott Managing Director, Central Europe Key Corporate Facts Headquarters Menlo Park, CA, US Founded 2004 Employees Over 1,000 Active Markets Global Ownership Public NASDAQ Company Presentation Click here to download Previous NOAH Content Facebook at NOAH Website facebook.com Key Operating KPIs Daily Active Users (Q1 2017) 1.3bn Monthly Active Users (Q1 2017) 1.9bn ARPU (Q1 2017) $4.23 2016 2017 Growth Revenues €27.6bn €38.5bn 39% EBITDA €18.1bn €23.8bn 32% Margin 65% 62% (3%) EV/EBITDA 22.2x 16.9x (24%) P/E 42.5x 30.5x (28%) Valuation Data and Financials Market Cap €396bn EV €366bn Source: FactSet (financial and valuation data as of 16/05/2017) Main Presentation Topics 1. Innovation 2. Future 3. New Developments Speaker Profile
  • 55.
    DRAFT  Mauro Giacobbeis the CEO of facile.it, the leading financial products and utilities aggregator in Italy  He previously was a Consultant at The Boston Consulting Group, where he worked within financial services and media practice  Mauro studied at Univeristy of Genova and Bocconi University and obtained an MBA at SDA Bocconi Mauro Giacobbe CEO Key Company Facts 55 Marketplaces Italy's Largest Car Insurance Broker and Comparison Portal for Gas and Eletricity Company Profile facile.it @ NOAH  facile.it is the leading financial products and utilities aggregator in Italy  facile.it compares insurance, mortgages, loans, broadband, utilities, with a #1 or #2 position in each vertical covered  Facile.it is controlled by Oakley Capital Private Equity  Business / revenue model: Commissions paid by providers on contract sold. On insurance, addittional commissions on renewed contracts  Addressable market size: €16bn motor insurance premium, 4 millions switchers and new contracts/year on utilities, €>55bn /year flow on mortages and loans Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Mauro Giacobbe CEO Key Corporate Facts Headquarters Milan, Italy Founded 2010 Employees +200 Active Markets National Ownership Private - VCs Key Investors Oakley Capital Previous NOAH Content facile.it at NOAH Website facile.it Speaker Profile
  • 56.
    DRAFT  In 2008José Neves launched Farfetch, bringing together his interests in fashion and technology, as well as his experience in design, wholesale and retail, to create a business that would celebrate and support the diversity of the global fashion industry  José has been involved in the fashion start-up world since the mid-1990 when he launched footwear business SWEAR. José later founded SIX London, a fashion licensing and wholesale Company selling to 600 retailers worldwide. In 2001 José opened the renowned bstore, which won the British Fashion Award for Retailer of the Year in 2006 José Neves Founder & CEO Key Company Facts 56 Luxury & Fashion Global Fashion Ecommerce Store Company Profile Farfetch @ NOAH  Farfetch now comprises of around 500 partner boutiques and almost 200 partner brands, Offering over 100,000 pieces from more than 1,500 brands. With customers in almost 190 countries, the site receives an average of 10 million monthly hits  Founded in 2008, with offices in London, New York, Los Angeles, São Paulo and Porto, Farfetch showcases over 1000 labels and is dedicated to supporting independent fashion and to the cultural diversity that comes from uniting the perspectives of hundreds of different buyers, each with their own unique style and vision  Business / revenue model: Commissions Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH José Neves Founder & CEO Traffic Apr-16 Apr-17 Unique Users 1.9m 4.3m Visits 6.5m 9.3m Minutes 04:08 04:11 Sessions Mobile: 37% Desktop: 63% Mobile: 39% Desktop: 61% Apr 2017 Sources Direct 27%, Search 44%, Referrals 14%, Display Ads 7%, Other 8% Speaker Profile Valuation Data and Financials EV $1.5bn Key Corporate Facts Headquarters London, UK Founded 2008 Funding $304m Employees Over 1,000 Active Markets Global Ownership Private – VCs Key Investors Temasek, IDG Capital Partners, Eurazeo, DST Global, Vitruvian Partners, Index Ventures, Advent Website farfetch.com
  • 57.
    DRAFT Speaker Profile  Andreasis one of two managing directors of FINANZCHECK running strategy, business development and operations at FINANZCHECK  Throughout the last four years he developed the company together with Moritz Thiele  Prior to FINANZCHECK, Andreas worked as a Consultant for Roland Berger  Before entering strategy consulting, Andreas ran and sold the family business to a private equity buyer  Andreas studied Aerospace Engineering majoring in turbomachinery and hypersonic aerodynamics and received his MBA from Collège des Ingénieurs in Paris Andreas Kupke Managing Director Key Company Facts 57 Marketplaces Consumer Loan Marketplace Company Profile FINANZCHECK @ NOAH  FINANZCHECK is Germany’s fastest growing consumer loan marketplace. Started in 2012, the company has to date brokered more than €2.5bn in loans  The core essence of FINANZCHECK is its consumer financing platform, with allows consumer to compare over 40 bank and P2P products in real-time  All comparisons are free and without obligation. FINANZCHECK creates transparency and brings efficiency into the market resulting in on average customer interest cost saving of 30% and 2x the loan matching success versus stand-alone banks  In addition, FINANZCHECK's technology platform offers innovative B2B2C white label and B2B consumer financing technology solutions for partners, brokers and banks. Among these are well known players such as Scout24, Lendico or ING-DiBa relying on FINANZCHECK's unmatched consumer financing backbone  Business / revenue model: Lead Generation / Commissions / SaaS Doing Business @ NOAH Partnerships Interest Any affiliate or white label partnerships using our technology to offer consumer loan financing technology (comparison engine, scoring, loan brokerage) to their audience and/or customers and/or installed base Investor Interest Open to any potential opportunity arising Key Hires Interest C-Level, Senior Business Development, Business Unit Leader (Director level) Attendees @ NOAH Andreas Kupke Managing Director Moritz Thiele Co-Founder Main Presentation Topics 1. Consumer loan marketplace dynamics 2. Consumer Financing Platform Technology 3. Outlook future loan application through digitization Key Corporate Facts Headquarters Hamburg, Germany Founded 2010 Funding €44m Employees 100-1,00 Active Markets National Ownership Private - VCs Key Investors HarbourVest, Highland Capital Partners Europe, Acton Capital Partners Website finanzcheck.de Key Operating KPIs YoY Revenue Growth 2012-2016 150% 2016 Revenues €11-50m EBITDA Undisclosed
  • 58.
    DRAFT Speaker Profile  AsCEO of Finanzen Group, Dirk Prössel leads the rollout of the experienced German InsurTech company into the European market.  After leading roles at eBay Germany andimmobilienscout24.de, the industrial engineer is CEO of the leading German online marketplace for insurance and finance leads since 2012  Since then, he accelerates the expansion of the finanzen Group in France, Switzerland, UK and other European target markets Dirk Proessel CEO Key Company Facts 58 Marketplaces Marketplace for Insurance and Finance Leads Company Profile finanzen Group @ NOAH  The finanzen Group is the leading provider of a B2B marketplace technology for insurance & finance leads, operating currently in 4 European countries. The company connects lead providers (price comparison websites, financial products websites) with lead buyers (independent brokers, agents, financial advisers and insurers) via its proprietary platform.  finanzen offers a broad product range and benefits from growing ROPO (Research Online / Purchase Offline) market  After reaching a dominant position in the German market, the company sucessfully started operations in the last 3 years in France, Switzerland and the UK and is aiming to add more in the coming years to become Europe’s dominant marketplace for insurance & finance  Business / revenue model: Lead Generation Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Dirk Proessel CEO Main Presentation Topics 1. InsurTech for Research Online - Purchase Offline 2. Innovations - Scalable Technology 3. Internationalization - Scalable Business Model Key Corporate Facts Headquarters Berlin, Germany Founded 2004 Employees 51-100 Active Markets International Ownership Private - VCs Key Investors BlackFin Capital Partners Website finanzen.de Key Operating KPIs Leads Traded 1m
  • 59.
    DRAFT Speaker Profile  Carolinsteers the strategic development and further growth of existing FinLeap ventures  Prior to joining the company builder, Carolin was CEO of TopTarif.de and autohaus24.de which were successfully exited to Verivox and Sixt Leasing respectively  Furthermore, Carolin has ten years’ experience as a strategic consultant at BCG, especially in Financial Services, and is actively engaged in advocating female leadership in finance with the Fintech Ladies Europe Initiative, strongly supported by FinLeap Carolin Gabor Managing Partner Key Company Facts 59 Fintech Company Builder Focused on Fintech Company Profile FinLeap @ NOAH  FinLeap was founded in Berlin in the summer of 2014 by HitFox Group and Ramin Niroumand as a company builder specialized in Fintechs  FinLeap serially develops Fintech companies, supporting them with strong infrastructure and guiding their growth. So far 12 ventures have been brought to market providing services for private and corporate clients  The FinLeap ecosystem includes, for instance, FinReach, PAIR Finance, Clark, solarisBank and Element  Each venture is based on the solid FinLeap foundation that provides not only seed funding from €0.5 million up to €5 million but also a strong network of investors, an integrated development platform and advice on best practice processes. In addition, the company builder provides contact to experienced businesses, clients and top talents in the industry  Business / revenue model: Incubator Main Presentation Topics 1. Insuretech developments and the next wave of tech companies 2. Our new platform Element - insurance as a service 3. Shaping the Fintech and Insuretech Ecosystem Key Corporate Facts Headquarters Berlin, Germany Founded 2014 Employees 100-1,000 Active Markets International Ownership Private Previous NOAH Content FinLeap at NOAH Website finleap.com Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Carolin Gabor Managing Partner Key Portfolio Companies
  • 60.
    DRAFT Key Company Facts 60 Mobility EuropeanLong Distance Mobility Provider Company Profile FlixBus @ NOAH  FlixBus is a European long distance mobility provider  Since 2013, FlixBuses have offered a new, convenient and green way to travel which suits every budget. Thanks to a smart business model and an innovative technology, the startup has established Europe’s largest intercity bus network in less than four years  The FlixTeam is handling network planning, customer service, quality management, marketing & sales as well as ticketing, pricing and business development. Everything powered by superior technology. Regional bus partners – usually family-run companies built on generations of success – are responsible for the day-to-day operations and a fleet of green FlixBuses  As a combination of tech-startup, e-commerce-platform and transportation company, FlixBus was able to disrupt the European travel market and to beat even global players on their home turf  Business / revenue model: Tickets  Addressable market size: >€60bn Doing Business @ NOAH Partnerships Interest Looking for contacts to influencers (media UK/US) and global experts in corporate development M&A Interest Constantly looking for more M&A opportunities to expand our network and business across Europe Key Hires Interest Project owner digital marketing Software engineers Data scientists Attendees @ NOAH Jochen Engert Founder & MD Bettina Engert Head of Corporate Communications Main Presentation Topics 1. New mobility 2. Fast growth in Europe 3. Strategy Speaker Profile  Jochen Engert is Founder & CEO of FlixBus and responsible for Corporate Development & Strategy as well as Human Resources  Organizing ski trips by bus during university had been his very first and only link to the bus industry until he started his own business by becoming Europe's largest provider of long- distance buses  Before starting up with FlixBus in 2012, he was working as Strategy Consultant for The Boston Consulting Group for companies from different sectors all over the world  Jochen studied Business Administration with technical and financial orientation at Universities in Stuttgart, Hohenheim & Ottawa Traffic Apr-16 Apr-17 Unique Users 276k 1.3m Visits 1m 2.7m Minutes 05:03 05:06 Sessions Mobile: 47% Desktop: 54% Mobile: 49% Desktop: 51% Apr 2017 Sources Direct 27%, Search 44%, Referrals 22%, Other 7% Key Corporate Facts Headquarters Munich, Germany Founded 2011 Employees ~1,000 Active Markets International Ownership Private – VCs Key Investors General Atlantic, Silver Lake, Daimler Previous NOAH Content FlixBus at NOAH Website flixbus.com Key Operating KPIs Annual Passenger Volume 40m Daily Connections Offered 150k European Countries Served 23 Domestic Markets 8 Jochen Engert Founder & CEO
  • 61.
    DRAFT Speaker Profile  Davidis the Co-founder and CEO of Founders Pledge  David moved into the non-profit sector from an eclectic commercial background; following high school, David joined Mortgage Capital Associates, one of the largest privately held mortgage banks in the U.S., after which he worked as a mortgage and investment banker at CS Financial in Beverly Hills  David also founded and ran a boutique real estate and relocation firm in Germany and was the general manager of Urban Motion Inc., the highest volume Segway dealer network in the world  David is a graduate of UCLA and the University of Cambridge David Goldberg Co-Founder & CEO Key Company Facts 61 Investors & Influencers Charity Non-Profit Organization Company Profile Founders Pledge @ NOAH  Founders Pledge is a notforprofit through which founders and investors commit to donate a small percentage of their personal exit proceeds to social causes  As part of the community, members connect to charity mavericks and thought leaders through original online content, intimate events, and large scale annual forums, in order to explore social problems and approaches to charity  The Founders Pledge community includes the people behind some of the best tech companies on the planet, like Spotify, Shazam, Delivery Hero, Farfetch, DeepMind, Avant, Commonbond, Funding Circle, Blippar, Webhelp, Zopa, Juicero, Beepi, Huddle, Vicarious, FlexEnable, Swiftkey, Blockchain, Nutmeg  Since launching in July 2015 Founders Pledge has raised a total of $247m to charity across 889 pledges in 22 countries Main Presentation Topics 1. Data driven philanthropy 2. The similarities between start-ups and charities 3. Building a movement of tech philanthropists Doing Business @ NOAH Partnerships Interest We're looking for corporate sponsorship and for any partners that can help spread our message to founders and investors. If you're a founder or investor you should speak to us! Investor Interest We're always looking for people who are interested in supporting our core operating budget Key Hires Interest We're looking for a Country Manager for Germany - to build the community and eventually build out a team Attendees @ NOAH David Goldberg Co-founder & CEO Key Corporate Facts Headquarters London, UK Founded 2015 Employees 11-25 Active Markets Global Website founderspledge.com
  • 62.
    DRAFT Speaker Profile  Maxis the CEO & Founder of Fraugster  Before founding Fraugster, he co-founded the payment gateway company Better Payment  He was also the product evangelist at the mPOS company SumUp Max Laemmle Founder & CEO Key Company Facts 62 Payments AI-Powered Payment Security Company Company Profile Fraugster @ NOAH  Fraugster is German-Israeli payment security company that eliminates online fraud while maximizing revenues for merchants  AI-powered fraud detection technology learns from each transaction in real- time and can anticipate fraudulent attacks even before they happen  Fraugster has invented a self-learning algorithm that mimics the thought process of a human analyst, but with the scalability of a machine, and can give decisions in as little as 15 milliseconds.  Fraugster works with leading international clients like VISA, Ingenico, Credorax, etc  Business / revenue model: Cost per check, SAAS  Addressable market size: $1.9tn (Global Ecommerce Market) Main Presentation Topics 1. Launch of the Fraugster Fraud Free Product, the future of payment security 2. Why e-commerce merchants should never sacrifice revenue for security 3. How Artificial Intelligence is revolutionizing the payment security industry Attendees @ NOAH Max Laemmle CEO Chen Zamir CTO Julia Marks PR & Global Comms Key Corporate Facts Headquarters Berlin, Germany Founded 2014 Funding $5m Employees 51-100 Active Markets Global Ownership Private - VCs Key Investors Earlybird, Speedinvest, Seedcamp Previous NOAH Content Fraugster at NOAH Website fraugster.com Doing Business @ NOAH Service Provider Interest PSPs, Acquirer Partnerships Interest PSPs, Acquirer Investor Interest Growth Funds Key Hires Interest No specific needs Key Operating KPIs Fraud Rates Reduction 70%-80% Conversion Rates Increase 35% Total Transaction Volume €15bn
  • 63.
    DRAFT Speaker Profile  Dave(Shahar) Waiser is a serial entrepreneur who founded and built companies in US and Internationally  In early 2000 – He founded Russian entity of publicly traded Comverse and served as its first CEO with a $300m record in total sales.  In 2005 he moved to San Francisco, where he spent five years building his new start-up called Loyalize (acquired by Viggle).  In 2010 he founded Gett (previously GetTaxi) Dave Waiser Founder & CEO Key Company Facts 63 Mobility Global On-demand Transportation Company Company Profile Gett @ NOAH  Gett is a global ridesharing app built on a simple idea – if you treat drivers better, they will treat riders better.  Our commitment to offering drivers a more kind, transparent, and fair service is demonstrated by market-leading pay structures, in-app tipping, and 24/7 live support – resulting in the best rated drivers in the industry  In addition to legal, safe and professional drivers, we provide our passengers with fixed fares that beat the meter in London  Gett has expanded to more than 100 cities in Europe. In London alone, more than half of all black cabs run on Gett. In NYC, we are already the fastest growing ridesharing app, and are on-track to become the second-largest player in that market. We’re also the global leader in business ground travel, trusted by over 6,000 leading corporations worldwide  Business / revenue model: Ride commissions Key Corporate Facts Headquarters Tel Aviv, Israel Founded 2010 Funding €590m Employees Over 1,000 Active Markets Global Ownership Private – VCs Key Investors Volkswagen, Access Industries, Vostok New Ventures Previous NOAH Content Gett at NOAH Traffic Apr-16 Apr-17 Unique Users 113k 359k Visits 557k 720k Minutes 02:00 02:21 Sessions Mobile: 67% Desktop: 33% Mobile: 60% Desktop: 40% Apr 2017 Sources Direct 28%, Search 41%, Referrals 19%, Social 6%, Mail 6%, Other 0% Attendees @ NOAH Dave Waiser Founder & CEO Nadav Zohar Head of Corporate Development Roi More Co-Founder Main Presentation Topics 1. Discuss Gett's growth in Europe and US: past, present and future Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs
  • 64.
    DRAFT Speaker Profile  Nadavis responsible for international development of Gett, pursuing strategic business opportunities and partnerships, overseeing fundraising and investor relations  Nadav brings over 20 years of experience in investment banking, M&A and advisory assignments. Nadav headed the investment banking business of Morgan Stanley in Israel and held public company roles. Nadav was the chairman and an investor in Soluto (sold to Asurion in 2013). Nadav is a board member of Matomy  Nadav Zohar holds an MSc in Finance from the London Business School Nadav Zohar Global Head of Corporate Development Key Company Facts 64 Mobility Global On-demand Transportation Company Company Profile Gett @ NOAH  Gett is a global ridesharing app built on a simple idea – if you treat drivers better, they will treat riders better.  Our commitment to offering drivers a more kind, transparent, and fair service is demonstrated by market-leading pay structures, in-app tipping, and 24/7 live support – resulting in the best rated drivers in the industry  In addition to legal, safe and professional drivers, we provide our passengers with fixed fares that beat the meter in London  Gett has expanded to more than 100 cities in Europe. In London alone, more than half of all black cabs run on Gett. In NYC, we are already the fastest growing ridesharing app, and are on-track to become the second-largest player in that market. We’re also the global leader in business ground travel, trusted by over 6,000 leading corporations worldwide  Business / revenue model: Ride commissions Key Corporate Facts Headquarters Tel Aviv, Israel Founded 2010 Funding €590m Employees Over 1,000 Active Markets Global Ownership Private – VCs Key Investors Volkswagen, Access Industries, Vostok New Ventures Previous NOAH Content Gett at NOAH Traffic Apr-16 Apr-17 Unique Users 113k 359k Visits 557k 720k Minutes 02:00 02:21 Sessions Mobile: 67% Desktop: 33% Mobile: 60% Desktop: 40% Apr 2017 Sources Direct 28%, Search 41%, Referrals 19%, Social 6%, Mail 6%, Other 0% Attendees @ NOAH Dave Waiser Founder & CEO Nadav Zohar Head of Corporate Development Roi More Co-Founder Main Presentation Topics 1. Discuss Gett's growth in Europe and US: past, present and future Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs
  • 65.
    DRAFT  Johannes Reckco-founded GetYourGuide in 2009 and currently is the Chief Executive Officer of the company  Apart from GetYourGuide, Johannes serves as a Board Member for LocalUncle, a location-based Q&A website  Johannes has worked for The Boston Consulting Group as a Visiting Associate.  Johannes holds a Master’s Degree in Biochemistry from the Swiss Federal Institute of Technology  Johannes led GetYourGuide to its first venture capital round while still in the university Johannes Reck Co-Founder & CEO Key Company Facts 65 Travel & Tourism Booking Platform for Tours and Activities Company Profile GetYourGuide @ NOAH  GetYourGuide collects and categorizes all the world's things to do so people research less and do more. Electric bike tours around Paris, skip-the-line tickets to the Vatican museums, cooking classes in Thailand, or double-decker bus tours of New York City, GetYourGuide covers every category of activity in nearly every corner of the globe  GetYourGuide's global network of activity suppliers upload products, receive, and manage their bookings and payments through a simple, centralized system. Travelers can then easily find and book all of these offers on GetYourGuide.com, choosing the one that best suits their travel dreams and their budget  GetYourGuide works with a network of over 1,000 partners, including TripAdvisor, Thomas Cook.de, Kayak, and Expedia, and holds offices in Berlin, Las Vegas, and Zurich  Business / revenue model: Commissions  Addressable market size: $100bn Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Johannes Reck Co-Founder & CEO Key Corporate Facts Headquarters Berlin, Germany Founded 2009 Funding $96m Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors KKR, Highland Capital Partners, Spark Capital, Sunstone Capital Previous NOAH Content GetYourGuide at NOAH Website getyourguide.com Traffic Apr-16 Apr-17 Unique Users 510k 1.9m Visits 1.6m 3.7m Minutes 02:51 02:35 Sessions Mobile: 46% Desktop: 54% Mobile: 47% Desktop: 53% Apr 2017 Sources Direct 13%, Search 69%, Referrals 14%, Other 4% Speaker Profile
  • 66.
    DRAFT Speaker Profile  Rainerhas been with Holtzbrinck Ventures team since 2008  He was responsible for Holtzbrinck Ventures’ investments in Zalando, Quandoo Stylight and brands4friends as well as in HelloFresh, Scalable Capital, Move24, Outfittery and several others  Before coming to HV, Rainer was Head of Business Development at 123people.com  Prior to that, he worked at 3i and Siemens Acceleration, where he was involved in investments in the e-commerce sector  Rainer studied Electrical Engineering at the Technical University of Munich and received his MBA at INSEAD, both with distinction Rainer Maerkle General Partner Key Company Facts 66 Investors & Influencers Early Stage VC Investor Company Profile Holtzbrinck Ventures @ NOAH  Founded in 2000, one of the leading independent European Internet/ Technonlgy VC funds  HV team has invested in over 150 businesses, such as Zalando, Flixbus, Wooga, Lazada, Global Fashion Group, Groupon, Quandoo, Flixbus, HelloFresh, Westwing, Home24, Delivery Hero and many others  HV’s aim is to support the founders in developing their business as intensely as possible. This approach has made Holtzbrinck Ventures one of the most successful European Venture Capital investors  Business / revenue model: Venture Capital Key Corporate Facts Headquarters Munich, Germany Founded 2000 Funds Raised €737m Current Fund Size €285m Employees 11-25 Active Markets Global Key Investments FlixBus, Ottonova, HelloFresh, Thermondo, Scalable Capital, SumUp Notable Exits Zalando, Groupon, Quandoo, Stylight Previous NOAH Content Holtzbrinck Ventures at NOAH Website holtzbrinck-ventures.com Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics VC, Zalando, Entrepreneurship, StartUps Attendees @ NOAH Rainer Maerkle Martin Weber Christian Saller Barbod Namini David Kuczek Jasper Masemann Christoph Jung Nawid Ali-Abbassi Lars Langusch Felix Klühr
  • 67.
    DRAFT Speaker Profile  Inhis capacity as Vice President, Products & Payments, Ludovic Houri leads the united product team of Ingenico ePayments, incorporating GlobalCollect and Ingenico e- Commerce Solutions (former Ogone) assets, to develop a global full service and omni- channel product proposition  Prior to his current role, Ludovic was Chief Sales Officer of Ogone, where he was responsible for driving the Ogone sales team in Europe. Before joining Ogone, he was Vice-President of Business Development of the Mobility business line at Ingenico  His long career in payments also includes senior responsibilities at First Data and American Express Ludovic Houri Vice President Product Key Company Facts 67 Payments Online and Mobile Division of Ingenico Group Company Profile Ingenico ePayments @ NOAH  Ingenico ePayments is the online and mobile commerce division of Ingenico Group  Ingenico connects merchants and consumers, enabling businesses everywhere to go further beyond today’s boundaries, creating the future of global commerce  Ingenico is the trusted partner of over 65,000 small and large merchants who rely on us to make payments easy and secure for their customers  With advanced data analytics, fraud management solutions and cross-border commerce expertise, Ingenico helps merchants optimize their business and grow into new markets around the world  Business / revenue model: Full-service online and mobile payment processing, associated value-added services  Addressable market size: Global cross-border and domestic eCommerce. Key vertical markets include Travel & Tourism, Digital Goods and Services, Online Retail, and Tech Disruptors Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Key Corporate Facts (Ingenico ePayments) Headquarters Hoofddorp, Netherlands Founded 1980 (Ingenico Group) Employees 100-1,000 Active Markets Global Ownership Ingenico Group Company Presentation Click here to download Website ingenico.com Key Operating KPIs Total transaction flow 2016 €69bn Total # of payments processed 2016 €664m 2016 2017 Growth Revenues €2.3bn €2.5bn 8% EBITDA €465m €511m 10% Margin 20% 20% - EV/EBITDA 11.6x 10.6x (9%) P/E 22.4x 20.2x (10%) Valuation Data and Financials (Ingenico Group) Market Cap €5.4bn EV €5.4bn Source: FactSet (financial and valuation data as of 16/05/2017) Main Presentation Topics 1. Fraud 2. Conversational commerce 3. Innovations in payments Attendees @ NOAH Ludovic Houri VP Product & Payments Pierre-Antoine Vacheron EVP Retail David Gebhardt VP Business Operations Sumit Arora Director Business Development EMEA Simon-Pierre de la Seigliere Director Sales EMEA
  • 68.
    DRAFT  Peter Teriumstudied to become chartered accountant at the Nederlands Instituut van Registeraccountants in Amsterdam and worked at the same time as an independent auditor for the Dutch Ministry of Finance. In 1985 he became an audit supervisor at KPMG, Eindhoven, the Netherlands  From 1990 to 2002, he worked in various senior international finance and controlling positions in the packaging industry for Schmalbach-Lubeca AG, Ratingen, Germany  Peter Terium joined the RWE Group in January 2003 and has been Chief Executive Officer of innogy SE since 1 April 2016 Peter Terium CEO Key Company Facts (Group) 68 Industrials, Automation & IoT Germany’s Largest Energy Company Company Profile innogy @ NOAH  innogy SE is Germany’s leading energy company, with activities in 16 countries across Europe  With its three business segments Grid & Infrastructure, Retail and Renewables, innogy addresses the requirements of a modern, decarbonised, decentralised and digital energy world  As a leader of innovation in future-oriented fields like eMobility, we are represented in the international hot-spots of the technology industry such as Silicon Valley, Tel Aviv, London and Berlin  We combine the extensive expertise of our energy technicians and engineers with digital technology partners, from start-ups to major corporates. With planned capital investments of around €6.5- €7.0 billion (2017-2019), we are building the power market of the future and driving forward the transformation of the energy market  Business / revenue model: Utility Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Peter Terium CEO Source: FactSet (financial and valuation data as of 16/05/2017) Main Presentation Topics 1. Transition of the energy landscape 2. Opportunities of digitalisation 3. Creative ideas Speaker Profile Key Corporate Facts Headquarters Essen, Germany Founded 2015 Employees Over 1,000 Active Markets International Ownership Public Company Presentation Click here to download Previous NOAH Content innogy at NOAH Website innogy.com Key Operating KPIs Renewable Capacity (May-17) 3.7 GW Grid Length (May-17) 574k km Number of customers 23m 2015 2016 Revenues €45.6bn €43.6bn Adjusted EBITDA €4.5bn €4.2bn Adjusted Net Income N/A €1.1bn Valuation Data and Financials Market Cap €20.3bn
  • 69.
    DRAFT  Dror Efratis the Founder and Chief Executive Officer at Investing.com  Investing.com is a global financial portal and the fastest growing financial information platform, composed of 23 languages and 30 local editions providing news, analysis, streaming quotes and charts, technical data and financial tools covering the world's financial markets. Investing.com was founded as Forexpros.com but rebranded at the end of 2012 by purchasing the Investing.com domain for $2.45 million. Its mobile apps are the highest ranked in the financial market, with the highest engagement levels globally Dror Efrat Founder & CEO Key Company Facts 69 Fintech Global Financial Portal & Platform Company Profile Investing.com @ NOAH  Founded in 2007, Investing.com is a definitive source for tools and information relating to the financial markets such as real-time quotes and streaming charts, up-to-date financial news, technical analysis, brokers directory listings, economic calendar, tools & calculators  The site provides in-depth information on Indices, Stocks, Currencies, Futures and Options, Commodities, Rates & Bonds as well as Funds  With a growing readership worldwide, Investing.com is a leading global financial portal that is constantly committed to launching innovative features and sections to ensure an optimal one-stop source for its readers  As a global information platform, Investing.com works with leading banks and institutions on launching joint Apps and data-driven online marketing  Business / revenue model: Advertising, subscription, white label projects  Addressable market size: $20bn (global digital financial advertising) Speaker Profile Traffic Apr-16 Apr-17 Unique Users 10.28m 11.5m Visits 86.4m 95.5m Minutes 07:00 10:16 Sessions Mobile: 49.5% Desktop: 50.5% Mobile: 54% Desktop: 46% Apr 2017 Sources Direct 51%, Search 41%, Referrals 7%, Other 1% Key Corporate Facts Headquarters Nicosia, Cyprus Founded 2007 Employees 100-1,000 Active Markets Global Ownership Private Previous NOAH Content Investing.com at NOAH Website investing.com Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Dror Efrat Founder & CEO Source: Market size - eMarketer
  • 70.
    DRAFT  Eugene Mizinis a co-founder and CEO at JOB TODAY, Europe's leading mobile hiring app that helps businesses find staff in 24 hours  Prior to co-founding JOB TODAY, Eugene was a product manager at Skype and eBay, and most recently an investor at Mangrove Capital, a venture firm behind Skype and Wix  Eugene worked in finance at First Union Bank (now Wells Fargo) after graduating from the University of Maryland College Park and later earned an MBA from Georgetown University Eugene Mizin Co-Founder & CEO Key Company Facts 70 B2B & SaaS #1 Hiring App for Hospitality, Retail and More Company Profile JOB TODAY @ NOAH  JOB TODAY is #1 hiring app  The mission touches everyone, every single day, from Rio to New York to Moscow. The company uses mobile technology to help millions of people find a job the same day. A job brings a pay check, but it also brings back self- esteem and dignity to people. This is what Job Today does, one job at a time  The international team comes from Skype, eBay, and Bain. Based in Luxembourg City, Job Today is backed by one of the world’s leading venture capital firms  Business / revenue model: List fees / Lead Generation  Addressable market size: €100m Speaker Profile Key Corporate Facts Headquarters Luxembourg, Luxembourg Founded 2015 Funding $65m Employees 11-50 Active Markets International Ownership Private – VCs Key Investors Accel Partners, Mangrove, RTL, Flint Capital Previous NOAH Content JOB TODAY at NOAH Website jobtoday.com Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Eugene Mizin Co-Founder & CEO Key Operating KPIs Registered Users (Mar-17) 2.5m Registered Employers (Mar-17) 200k
  • 71.
    DRAFT Speaker Profile  JUNIQECo-Founder and Managing Director Lea Lange leads Art Buying, Merchandising, Content and Branding  Prior to JUNIQE, she was a part of the Fab Europe Management Team as Executive Director of Strategy and Analytics, before building up the Merchandising Department at Casacanda in her role as Head of Buying  Lea has a BSc in Finance & Accounting from LMU Munich and the University of St. Gallen, and an MSc from ESADE Business School  In 2016, Lea Lange is named on the Forbes 30 Under 30 Europe list, for the sector E- Commerce & Retail Lea Lange Founder & Managing Director Key Company Facts 71 Consumer Goods, Retail & Ecommerce Online Marketplace for Affordable Art Company Profile JUNIQE @ NOAH Main Presentation Topics 1. Business Model 2. Market Overview 3. Future Growth Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest Growth stage investment opportunities (Series C and beyond) Key Hires Interest No specific needs Attendees @ NOAH Marc Pohl Founder & MD Lea Lange Founder & MD  JUNIQE is the leading destination for affordable art across four verticals: Wall Art, Fashion, Home Accessories and Stationery  JUNIQE first went live in January 2014. Since then, the Berlin-based start up experienced tremendous growth and successfully established itself as the European affordable art market leader  JUNIQE produces on demand and ships its products to 13 countries across Europe. Its core markets include DACH, France, The Netherlands and the UK  Featuring everything from Framed Premium Posters to Women´s Sweatshirts to Cushions to Notebooks, JUNIQE´s product portfolio includes a wide array of merchandise  Business / revenue model: Commissions  Addressable market size: €28bn Source: Market size – TEFAF 2017 Global Art Market Report (excludes sales through auction houses) Key Corporate Facts Headquarters Berlin, Germany Founded 2014 Funding €20m Employees 100-1,000 Active Markets International Ownership Private - VCs Key Investors Highland Europe, Vorwerk Ventures, Redalpine, HTGF Website juniqe.com Key Operating KPIs YoY Sales Growth >80% Raw Margin >60% Return Rate ~10% CM3 Margin Profitable 2016 Revenues €11-50m EBITDA Not profitable
  • 72.
    DRAFT Speaker Profile  AtJUNIQE Marc leads all fundraising, finance, product and operations activities  Marc started his professional career as an investment banker at Credit Suisse in Franfkurt and London. He later became COO at Casacanda, and prior to founding JUNIQE served as Vice President Logistics & Operations Europe at Fab.com  Marc has a B.Sc in Business Administration & Corporate Management (First Class Honours) from the WHU - Otto Beisheim School of Management  In 2016, Marc was named on the prestigious Forbes 30 Under 30 Europe list, for the sector E-Commerce & Retail Marc Pohl Founder & Managing Director Key Company Facts 72 Consumer Goods, Retail & Ecommerce Online Marketplace for Affordable Art Company Profile JUNIQE @ NOAH  JUNIQE is the leading destination for affordable art across four verticals: Wall Art, Fashion, Home Accessories and Stationery  JUNIQE first went live in January 2014. Since then, the Berlin-based start up experienced tremendous growth and successfully established itself as the European affordable art market leader  JUNIQE produces on demand and ships its products to 13 countries across Europe. Its core markets include DACH, France, The Netherlands and the UK  Featuring everything from Framed Premium Posters to Women´s Sweatshirts to Cushions to Notebooks, JUNIQE´s product portfolio includes a wide array of merchandise  Business / revenue model: Commissions  Addressable market size: €28bn Key Corporate Facts Headquarters Berlin, Germany Founded 2014 Funding €20m Employees 100-1,000 Active Markets International Ownership Private - VCs Key Investors Highland Europe, Vorwerk Ventures, Redalpine, HTGF Website juniqe.com Main Presentation Topics 1. Business Model 2. Market Overview 3. Future Growth Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest Growth stage investment opportunities (Series C and beyond) Key Hires Interest No specific needs Attendees @ NOAH Marc Pohl Founder & MD Lea Lange Founder & MD Key Operating KPIs YoY Sales Growth >80% Raw Margin >60% Return Rate ~10% CM3 Margin Profitable 2016 Revenues €11-50m EBITDA Not profitable Source: Market size – TEFAF 2017 Global Art Market Report (excludes sales through auction houses)
  • 73.
    DRAFT  Talmon Marcois currently the CEO and co- founder of Juno - a new approach to ride sharing. At Juno, drivers are truly partners by earning ownership in the company with every ride they take​  Prior to Juno, Marco co-founded and sat as CEO of Viber which was sold in early 2014. Talmon​ has​ also co​-​founded and sat as CEO for both Expand Networks​ and​ later iMesh  Talmon, who was ​born in Israel,​ ​completed a degree in Computer Science and Management from Tel-Aviv University​ and ​later ​moved to the United States Talmon Marco Co-Founder & CEO Key Company Facts Mobility Ride-sharing App Company Profile Juno @ NOAH  Juno is a US startup company in the ride-sharing space  Juno has an equity structure that will facilitate drivers owning fifty percent of the founder's equity by 2026  Juno launched its ride sharing services in New York City  The company has been acquired by Gett for $200m  Business / revenue model: Taxi fee-based Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics Interview with Target Global Attendees @ NOAH Talmon Marco Co-Founder & CEO Key Corporate Facts Headquarters New York, NY, US Founded 2015 Employees 10-100 Active Markets International Ownership Private Website gojuno.com Valuation Data and Financials EV $200m Source: FactSet (financial and valuation data as of 16/05/2017) Speaker Profile
  • 74.
    DRAFT  Igor isa Co-Founder of Juno  Igor Magazinnik is an Israeli-Belarusian entrepreneur and businessman, best known as the CTO and co-founder of Viber  Igor was born in Nizhny Novgorod. At 16 age, he moved to Israel, where he graduated from high school  After that he worked as a programmer, served 3 years in the Army, he graduated from the university. Then they with Talmon Marco founded his first start-up iMesh. Igor Magazinnik Co-Founder Key Company Facts Mobility Ride-sharing App Company Profile Juno @ NOAH  Juno is a US startup company in the ride-sharing space  Juno has an equity structure that will facilitate drivers owning fifty percent of the founder's equity by 2026  Juno launched its ride sharing services in New York City  The company has been acquired by Gett for $200m  Business / revenue model: Taxi fee-based Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics Interview with Target Global Attendees @ NOAH Igor Magazinnik Co-Founder Key Corporate Facts Headquarters New York, NY, US Founded 2015 Employees 10-100 Active Markets International Ownership Private Website gojuno.com Valuation Data and Financials EV $200m Source: FactSet (financial and valuation data as of 16/05/2017) Speaker Profile
  • 75.
    DRAFT  Adrian joinedJust Eat in 2011. He leads all country teams globally across sales, marketing, operations and customer care  He joined Just Eat from Spotify, where as Director of European Business Development he led a partnerships team across seven countries. Prior to Spotify, Adrian spent six years at Google in a variety of senior management roles in California and London  Prior to his time at Google, he taught undergraduate Economics at Harvard University and was part of the executive team at Ask Jeeves  Adrian holds MBA from Harvard Business School and a Bachelor of Arts in Philosophy, Politics and Economics from the University of Oxford Adrian Blair COO Key Company Facts 75 Food & Restaurants Network of Online Food Ordering Sites Company Profile Just Eat @ NOAH  Just Eat operates a leading global marketplace for online food delivery, providing 18.2 million customers with an easy and secure way to order and pay for food from our 71,000 Restaurant Partners  Since we launched in Denmark in 2001, we have become market leader in a further 11 markets. Our scale creates compelling network effects  Business / revenue model: Order Commissions  Addressable market size: £23.1bn Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Adrian Blair COO Key Corporate Facts Headquarters London, UK Founded 2001 Employees Over 1,000 Active Markets International Ownership Public LSE Company Presentation Click here to download Website just-eat.com Valuation Data and Financials Market Cap €4.7bn Source: FactSet (financial and valuation data as of 16/05/2017) Speaker Profile Key Operating KPIs Orders 2016 136.4m 2016 2017 Growth Revenues €376m €497m 32% EBITDA €115m €162m 41% Margin 31% 33% 2% EV/EBITDA 34.4x 24.5x (29%) P/E 55.4x 40.1x 84%
  • 76.
    DRAFT  Stephan R.Fanderl, born in 1963, is Managing Director of SIGNA Retail since the beginning of 2015 and CEO of Karstadt Warenhaus GmbH since October 2014 after heading the Supervisory Board of Karstadt  Prior, he held the position of President Emerging Markets East at Walmart Inc. and from 2001 to 2007 he was Member of the Executive Board at the REWE Group as well as of the Metro AG from 1997 to 2011  After his course of studies he began his career at Kienbaum Management Consultants in Düsseldorf from 1991 to 1996  Contact Karstadt: marketplace@karstadt.de Key Company Facts 76 Consumer Goods, Retail & Ecommerce German Department Store Chain Company Profile Karstadt @ NOAH  Karstadt has been a leading department store business in Germany for 135 years. It is situated at AAA locations all over Germany, has a strong customer base of 240 million visitors per year, and enjoys a unique reputation with more than 90% brand awareness. Karstadt maintains a strong focus on the local customer: 30 to 40% of the assortment is local. Karstadt is a multi-category leader with nation-wide availability of retail space and a strong logistics network  It operates a physical assortment base of one million items. The human touch is important to the customer in many areas. Karstadt’s people, with their in-depth knowledge of the local customer, deliver exactly this.The strategy of Karstadt is to transform a well- established traditional retail organization to an omnichannel retail platform in Central Europe. With this move, Karstadt is enabling foreign offline players as well as pure online players to enter the German/European market place. Karstadt itself also operates a fast growing profitable online business with Karstadt.de and Dress for Less  Karstadt belongs to Signa Retail. This includes not only a department store group but also a premium group (the KaDeWe Group), a sports group (with Karstadt Sports, Internetstores, Probikeshop, Tennis-Point, Outfitter) and a food & restaurant platform. It has combined sales of 3.8 billion euros and 18,000 staff members  Addressable market size: €90bn Doing Business @ NOAH Service Provider Interest E-Commerce Services, Offline Services, Marketing, Analytics Partnerships Interest Cooperations in online-marketplaces; offline partnerships for onliners M&A Interest Companies that enlarge Karstadt’s platform approach Key Hires Interest No specific needs Main Presentation Topics Karstadt - From Department Store to the Marketplace of Tomorrow 1. Karstadt develops in partnerships 2. Department Store Transformation: Marketplace of Tomorrow 3. Fireside Chat Attendees @ NOAH Stephan Fanderl CEO Key Corporate Facts Headquarters Essen, Germany Founded 1881 Employees Over 10,000 Active Markets Domestic Ownership Signa Retail Website karstadt.de Traffic Apr-16 Apr-17 Unique Users 412k 625k Visits 1.2m 1m Minutes 03:36 03:41 Sessions Mobile: 43% Desktop: 57% Mobile: 42% Desktop: 58% Apr 2017 Sources Direct 35%, Search 50%, Referrals 10%, Other 5% Speaker Profile 2016 Revenues +€2bn EBITDA €35-70m Stephan Fanderl CEO
  • 77.
    DRAFT Speaker Profile  OliverDlouhy is the co-founder and CEO of Kiwi.com (formerly known as Skypicker), a booking app that helps users find and book low-cost flights around the world  Oliver founded Kiwi.com in 2012 when he, as a broke student, was trying to find the cheapest flights for a vacation in Portugal. That was when he got the idea of combining the flights of airlines that don’t cooperate with each other into one itinerary  His company has turned into one of the most successful and fastest-growing startups in Central Europe Oliver Dlouhy Co-Founder & CEO Key Company Facts 77 Travel & Tourism Online Travel Agency with a Unique Flight Search Algorithm Company Profile Kiwi.com @ NOAH  Kiwi.com, formerly known as Skypicker, is an online travel agency with groundbreaking Virtual Interlining Technology and a focus on exceptional customer service  Our unique flight search algorithm allows our customers to combine flights from airlines which do not normally collaborate onto a single itinerary, often resulting in significant savings  Kiwi.com was established in April 2012, funded by the angel investment of Jiri Hlavenka, a well-known Czech entrepreneur. The first public beta was launched in May 2012 and it was very well received by both users and journalists  In December 2013, Kiwi.com acquired WhichAirline.com  Business / revenue model: Margin on ticket sales  Addressable market size: €600bn Key Corporate Facts Headquarters Brno, Czech Republic Founded 2012 Funding €1.5m Employees Over 1,300 Active Markets Global Ownership Private – Business Angels Key Investors Jiri Hlavenka Website kiwi.com Main Presentation Topics 1. Identifying gaps in the travel market 2. A new approach to Product Platforms 3. Retaining the spirit of a start-up Doing Business @ NOAH Key Hires Interest German speakers, people with German as well as English skills • UX Leads • Product Managers • Senior Python Developers • Senior Marketing roles Attendees @ NOAH Oliver Dlouhy Co-Founder & CEO Traffic Apr-16 Apr-17 Unique Users <5k 1.7m Visits 6k 3.9m Minutes 08:16 11:47 Sessions Mobile: 16% Desktop: 84% 37% 63% Apr 2017 Sources Direct 43%, Referrals 43%, Search 6%, Mail 4%, Other 4% 2016 Revenues €120m EBITDA €10-20m
  • 78.
    DRAFT Speaker Profile  Witha number of leadership positions in industry and consulting already under his belt, Gisbert Rühl joined the Klöckner & Co Management Board as CFO in 2005  CEO since November 1, 2009 and CFO from July 2005 to December 2012  Gisbert Rühl is currently driving forward Klöckner & Co’s digital transformation and the development of an open industry platform in which the company plays a pioneering role within the steel industry Gisbert Rühl CEO Key Company Facts 78 Industrials, Automation & IoT Leading Steel and Metal Products Distributor Company Profile Klöckner & Co @ NOAH  Klöckner & Co is one of the largest producer-independent distributors of steel and metal products and one of the leading steel service center companies worldwide  Based on its distribution and service network of around 170 locations in 12 countries, the Group supplies more than 130,000 customers. In addition to companies in the construction industry as well as machinery and mechanical engineering, Klöckner & Co serves customers in the automotive and chemical industry, in shipbuilding and in fields of household appliances, consumer goods and energy  Currently Klöckner & Co has around 8,700 employees. The Group had sales of around €5.7 billion in fiscal 2016  Business / revenue model: Stockholding Steel Distribution  Addressable market size: €200bn Doing Business @ NOAH Service Provider Interest Digital Services Partnerships Interest No specific needs M&A Interest Fabrication companies that provide higher value-add services, start-ups that support our platform strategy Key Hires Interest Software Developer Main Presentation Topics 1. Digitalization 2. Platforms 3. Steel and metal distribution Attendees @ NOAH Gisbert Rühl CEO Christian Pokropp Managing Director Kloeckner.i Moritz Fischer Managing Director Kloeckner.v Key Corporate Facts Headquarters Duisburg, Germany Founded 1906 Employees 8,700 Active Markets International Ownership Public FWB Company Presentation Click here to download Website kloeckner.com Key Operating KPIs Shipments 2016 6.1m tons Products 200k Customers 130k Suppliers 50 2016 Revenues €5.7bn EBITDA €196m Margin 3% EV/EBITDA 7.5x P/E 25.3x Valuation Data and Financials Market Cap €974m EV €1.5bn Source: FactSet (financial and valuation data as of 16/05/2017)
  • 79.
    DRAFT  Alexander Graubner-Müllerbelieves in algorithms and statistical data as the blocks for the next Industrial Revolution  Having led the tech-side of Kreditech as CTO for three years, he took over the CEO responsibilities in mid-November 2015  Prior to Kreditech’s founding, Alexander co- founded and sold the prediction-market engine PredictX. Before he managed engineering and product development at Rocket Internet. Prior to that he worked as a financial engineer together with the research team at LGT Capital Management  He completed his studies at the University of St. Gallen and the Swiss Institute of Technology Alexander Graubner- Müller Founder & CEO Key Company Facts 79 Fintech Digital Banking Platform Company Profile Kreditech @ NOAH  Kreditech Group’s mission is to improve financial freedom for the underbanked by the use of technology. Combining non-traditional data sources and machine learning, the company is aiming to provide access to better credit and a higher convenience for digital banking products  Its unique scoring technology enables it to score, underwrite and payout to “underbanked” people, those with little or no credit history. The product offerings include consumer loans, a digital wallet and a personal finance manager designed to help customers manage their credit score and plan their spending. Kreditech also offers a “Lending as a Service” model, allowing partners to integrate customized credit products via an API into their own platform and services  Business / revenue model: Interest  Addressable market size: 2 billion underbanked people Speaker Profile Key Corporate Facts Headquarters Hamburg, Germany Founded 2012 Funding $283m Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors PayU, Rakuten, IFC, J.C. Flowers & Co., Kreos Capital, Global Founders Capital, Blumberg Capital Previous NOAH Content Kreditech at NOAH Website kreditech.com Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest Partners interested in offering credit products M&A Interest No specific needs Key Hires Interest Product managers, Software engineers, Data scientists, AI experts, financial services professionals Main Presentation Topics How Lending as a Service can create new financial possibilities Attendees @ NOAH Alexander Graubner-Müller Founder & CEO Key Operating KPIs Total loans scored >1.5m Total loan origination €350 m
  • 80.
    DRAFT Speaker Profile  Klausis one of the leading European venture capitalists and is or has been involved in numerous successful internet investments including QXL/Tradus, Skype, Facebook, king.com, XING, Airbnb and Spotify  He invests in promising start-ups that have the potential to become major players in the internet space  Klaus started his career at Bertelsmann. He joined AOL Germany in 1995 where he was as board member responsible for business development, content and advertising sales  He was also involved in the establishment of Freenet, worked for Apax Partners and was a partner of Benchmark Capital before founding Lakestar Klaus Hommels Founder & CEO Key Company Facts 80 Investors & Influencers Global Venture Capital Firm Company Profile Lakestar @ NOAH  Lakestar is a global venture capital company, with offices in Zurich, Berlin, and London  We identified highly disruptive technology companies across all stages of their lifestyle – seed to growth – and across consumer and B2B business models. Most importantly, Lakestar has been a preferred partner for US entrepreneurs considering international expansion, as well as European entrepreneurs wanting to go global  Selected identified investments include Spotify, Oscar, Harry’s, MakerStudios, SoFi, Cadre, Algomi, Klarna, Taulia, as well as many early stage companies across the US and Europe  Business / revenue model: Venture Capital Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Klaus Hommels Founder & CEO Key Corporate Facts Founded 2012 Funds Raised $534m Current Fund Size $385m Employees 11-25 Active Markets Global Notable Exits Facebook, Skype Previous NOAH Content Lakestar at NOAH Website lakestar.com Key Portfolio Companies Key Investments Spotify, Harry‘s
  • 81.
    DRAFT Speaker Profile  CarstenSpohr has been Chairman of the Executive Board and CEO of Deutsche Lufthansa AG since May 2014  He has been a Member of the Executive Board of Lufthansa Group since January 2011 and held various executive functions since October 1994 including CEO of Lufthansa German Airlines as well as CEO of Lufthansa Cargo AG  He holds a degree in industrial engineering and a Lufthansa captain´s license for the aircraft of the Airbus A320 family  He completed a management training course at Deutsche Aerospace AG before pursuing his career at Deutsche Lufthansa AG Carsten Spohr Chairman of the Executive Board & CEO Key Company Facts 81 Mobility Global Aviation Group Company Profile Lufthansa Group @ NOAH  The Lufthansa Group is a global aviation group with a total of 540 subsidiaries and equity investments, which in the financial year 2016 were organised into the Passenger Airline Group, Logistics, MRO, Catering and Other business segments  Passenger transport is the largest business segment in the Lufthansa Group. The Passenger Airline Group comprises Lufthansa, Eurowings (including Germanwings), SWISS, Austrian Airlines and Brussels Airlines. Equity interests in SunExpress are strategic addition to the portfolio  The service companies, which are leaders on the global market, strengthen the Lufthansa Group by actively exploiting growth opportunities in the Cargo, MRO, Catering and Financial Services segments  Business / revenue model: Tickets Attendees @ NOAH Carsten Spohr CEO Christoph Meier Head of Communication Strategy, Planning and Operations, Lufthansa Group Gleb Tritus Director Venture Development, Lufthansa Innovation Hub (100% subsidiary of Lufthansa Group, driving digitalization with a focus on startups and business model innovation) Key Corporate Facts Headquarters Cologne, Germany Founded 1955 Employees Over 1,000 Active Markets Global Ownership Public FWB Company Presentation Click here to download Previous NOAH Content Lufthansa at NOAH Website lufthansagroup.com Key Operating KPIs Passengers 2016 110m Revenue seat-kilometres 227bn Flights 1m Cargo load factor 66.6% Q1 2016 Q2 2017 Growth Revenues €6.9bn €7.7bn 11% EBITDA €343m €438m 28% Margin 5% 5.7% 0.7% Valuation Data and Financials Market Cap €7.6bn
  • 82.
    DRAFT Speaker Profile  Chrisis the founder and CEO of Lyst  Prior to founding Lyst, Chris was an investor at Benchmark Capital and Balderton in London, focusing on early-stage consumer web investments  He has an MA in Physics and Philosophy from Cambridge University, where he was a DERA scholar Chris Morton Founder & CEO Key Company Facts 82 Luxury & Fashion Global Fashion Search Platform Company Profile Lyst @ NOAH  Lyst is the world’s largest fashion search platform, used by over 60m people globally  Offering over 4 million fashion products from thousands of the world’s leading fashion brands and stores, Lyst brings together the widest inventory in luxury and contemporary fashion online  Lyst is backed by top tier investors including Accel, Balderton, Draper Esprit, and the team behind LVMH  Business / revenue model: Commissions  Addressable market size: $245bn Key Corporate Facts Headquarters London, UK Founded 2010 Funding €60m Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Accel Partners, Balderton, DFJ, LVMH Previous NOAH Content Lyst at NOAH Website lyst.com Main Presentation Topics 1. Fashion Ecommerce 2. Internationalisation 3. Vertical search Doing Business @ NOAH Service Provider Interest Ecommerce Services • Platforms Marketing • Advertising Network • Affiliate Marketing Key Hires Interest Product and Engineering Attendees @ NOAH Chris Morton Founder & CEO Key Operating KPIs Annual Shoppers 62m GMV (2016) $215m YoY Revenue Growth 60% 2016 Revenues €11-50m EBITDA Undisclosed
  • 83.
    DRAFT Speaker Profile  FabianSiegel is a passionate entrepreneur  Prior to launching Marley Spoon in 2014, built a global leader in online food ordering at Delivery Hero, co-founded Europe's largest online payments brand ClickandBuy International, Germany's first online auction business Kikin, and a financial services startup Strateer  He is now investing in startups and building Marley Spoon, a global company available in six countries worldwide Fabian Siegel Co-Founder & CEO Key Company Facts 83 Food & Restaurants Recipe Box Delivery Service Company Profile Marley Spoon @ NOAH  Marley Spoon is a recipe box delivery service that provides delicious recipes with seasonal ingredients, in exact quantities, to cook at home  Marley Spoon is disrupting the grocery industry and helping millions of people to cook better and live smarter by radically reducing food waste  Founded in 2014 by Fabian Siegel and Till Neatby, Marley Spoon is available in Germany, the Netherlands, Austria, Belgium, the US and Australia  Customers can select the recipes they’d like to receive from weekly changing menus and Marley Spoon delivers the recipes with high quality ingredients from trusted producers and suppliers  Marley Spoon operates more efficiently than any supermarket, with a constrained supply chain, zero food waste, and centralised facilities servicing each country  Business / revenue model: Ecommerce Main Presentation Topics 1. Disruption of the grocery industry 2. Wasteful supermarkets 3. Meal kits changing consumer habits Attendees @ NOAH Fabian Siegel Co-Founder & CEO Traffic Apr-16 Apr-17 Unique Users 21k 91k Visits 77k 221k Minutes 05:44 01:31 Sessions Mobile: 42% Desktop: 58% Mobile: 56% Desktop: 44% Apr 2017 Sources Direct 35%, Search 36%, Referrals 13%, Social 7%, Mail 4%, Other 5% 2016 Revenues €20m EBITDA Undisclosed Key Corporate Facts Headquarters Berlin, Germany Founded 2014 Funding $27m Employees 100-1,000 Active Markets Global Ownership Private - VCs Key Investors QD Ventures, Kreos Capital, Lakestar Previous NOAH Content Marley Spoon at NOAH Website marleyspoon.com Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs
  • 84.
    DRAFT  Juergen Schuebel– Vice President Market Development and Head of European Acceptance Development at Mastercard  In this role he is developing and driving the strategies and business development that further the company´s role in the merchant and acceptance ecosystem across whole Europe  Juergen is an international experienced manager in the banking, financial services and payments industry focused on building partnerships, driving sales and creating new business anticipating the digitalization, technology, regulatory and social trends  He started his career at Deutsche Bank, enjoyed working in start-up environments like with Vcheque.com, Singapore, or with Pago eTransaction Services and worked in various international roles and locations Juergen Schuebel Vice President Market Development Key Company Facts 84 Payments Payment Processing Company Company Profile Mastercard @ NOAH  Mastercard provides payment processing products and solutions, and related consulting services. It serves consumers and businesses in the United States and internationally  The company offers credit, debit, prepaid, personal, commercial, chip, and contactless cards; loyalty and reward solutions; and cardholder benefits and services. It also provides payment processing solutions; and payment security and fraud management solutions to monitor, detect, and fight fraud through the transaction lifecycle. In addition, it offers payment-focused consulting, information, and outsourcing services to financial institutions and merchants; and franchising activities  Business / revenue model: Credit card fees Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH TBD TBD TBD TBD Key Corporate Facts Headquarters Purchase, NY, US Founded 1966 Employees Over 1,000 Active Markets Global Ownership Public NYSE Company Presentation Click here to download 2016 2017 Growth Revenues €10.8bn €12.1bn 12% EBITDA €6.3bn €6.9bn 11% Margin 58% 57% 1% EV/EBITDA 20.1x 18.2x (10%) P/E 31.9x 28.1x (12%) Valuation Data and Financials Market Cap $127.6bn Source: FactSet (financial and valuation data as of 24/05/2017) Speaker Profile Key Operating KPIs Gross Dollar Volume 9% Cross-Border Volume 12% Switched Transactions 16%
  • 85.
    DRAFT  Olaf Kochhas been a Member of the Management Board of METRO AG since 2009, first as CFO and since 2012 as Chairman of the Management Board  Within the last five years he has been leading the operational transformation and digitization of the company  In his overall more than 20 years of professional experience he has held senior positions at the private equity firm Permira and at Daimler  Before, he founded the IT company IT- Networks which he led as CEO from 1996 to 1998 Key Company Facts 85 Consumer Goods, Retail & Ecommerce International Retailing Company Company Profile METRO GROUP @ NOAH  The METRO Wholesale & Food Specialist Group is an internationally leading specialist in wholesale and food retail  With its sales lines METRO Cash & Carry and Real as well as its other associated companies, METRO Wholesale & Food Specialist Group operates in 35 countries and employs more than 150,000 people around the world. In 2015/16, METRO Wholesale & Food Specialist Group achieved sales of around €37 billion. The company provides custom solutions to meet the regional and international needs of its wholesale and retail customers  Business / revenue model: Retailer  Addressable market size: €420bn - European HoReCa Market revenue (Sell out value) Main Presentation Topics 1. Digitalization of hospitality industry 2. Digitalization of independent retail 3. Demerger of METRO GROUP Attendees @ NOAH Olaf Koch Chairman of the Management Board Key Corporate Facts Headquarters Duesseldorf, Germany Founded 1996 Employees Over 150,000 Active Markets International Ownership Public FWB Company Presentation Click here to download Previous NOAH Content METRO GROUP at NOAH Website metrogroup.de Key Operating KPIs Locations Over 1,000 2014/15 2015/16 Revenues €37.5bn €36.5bn EBITDA €1.6bn €1.9bn Olaf Koch Chairman of the Management Board Speaker Profile Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Source: FactSet (financial and valuation data as of 16/05/2017)
  • 86.
    DRAFT Speaker Profile  Bornin Vienna, Valentin studied Accounting & Finance (M.A. HSG) at the University of St. Gallen, Sophia University in Tokyo and Vienna University of Economics and Business Administration  During his studies he worked in a number of fields including Strategy Consulting and Investment Banking/Mergers & Acquisition  After graduating he joined the Internet Incubator Rocket Internet as Entrepreneur in Residence and was involved in building different companies Valentin Stalf Founder & CEO Key Company Facts 86 Fintech Leading Digital-Only Banking Service Company Profile N26 @ NOAH  N26 is Europe’s first Mobile Bank with a full European banking license and is setting new standards in banking  N26 has redesigned banking for the smartphone, making it simple, fast and contemporary. Opening a new bank account takes only eight minutes and can be done directly from your smartphone. Users receive a Mastercard to pay cashless or withdraw cash all around the world. They can block or unblock their card with a simple click and send money instantly to friends and contacts  N26 was founded in early 2013 by Valentin Stalf and Maximilian Tayenthal  Since January 2015, N26 has been available for Android, iOS, and desktop  N26 has raised more than $55 million in funding  Business / revenue model: Bank  Addressable market size: €130bn (revenues), 150m (customers) Main Presentation Topics N/A Key Corporate Facts Headquarters Berlin, Germany Founded 2013 Funding $55m Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Horizons Ventures, Battery Ventures, Valar Ventures, Earlybird, Redalpine Ventures Previous NOAH Content N26 at NOAH Website N26.com Traffic Apr-16 Apr-17 Unique Users N/A 621k Visits N/A 1.7m Minutes N/A 04:17 Sessions Mobile: N/A Desktop: N/A Mobile: 42% Desktop: 58% Apr 2017 Sources Direct 41%, Search 26%, Referrals 24%, Other 9% Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Valentin Stalf Founder & CEO Key Operating KPIs Customers (Mar-17) 300k Total Processed Transaction Volume €3bn Processed card transaction (2016) 10m
  • 87.
    DRAFT  Football hasalways been Lucas von Cranach's passion. He was a supporter of 1. FC Cologne long before he was set to become an entrepreneur in the football industry  It all started in the early days of the smartphone when Lucas realized that there was no service providing fans with live scores and results  He started out with a simple SMS-service delivering live scores to the fans’ pockets  Only a few years later this service has turned into one of the most successful media platforms around the globe connecting more than 25 million fans Lucas von Cranach Founder & CEO Key Company Facts 87 Apps World World’s Biggest Mobile Football Platform Company Profile Onefootball @ NOAH  With over 25 million downloads reached without marketing, Onefootball is the biggest and most comprehensive football platform in the world covering 400 leagues in 15 languages  Onefootball enables fans access to more than 20.000 editorial content sources structuring content for 7.000 clubs and 130.000 players  Providing all relevant data and stats (live scores tables and statistics) faster than any other service Onefootball is the leading media platform for the vertical football  Onefootball is driven by a team of 80 football enthusiasts from 26 countries and is backed by a group of top tier investors  Business / revenue model: Advertising  Addressable market size: $50bn Speaker Profile Key Operating KPIs Users 25m Key Corporate Facts Headquarters Berlin, Germany Founded 2008 Funding EUR 25m Employees 51-100 Active Markets Global Ownership Private – VCs Key Investors Union Square Ventures, Earlybird, Lakestar, adidas, Previous NOAH Content Onefootball at NOAH Website onefootball.com Main Presentation Topics 1. General KPIs 2. Influencer Marketing 3. Revenue Streams Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Lucas von Cranach Founder & CEO Silke Kuisle CFO
  • 88.
    DRAFT Speaker Profile  CEO,previously Managing Director of OneTwoTrip from 2013 to present  Investor in OneTwoTrip, Doc+, Payture, Golod and several other IT and digital ad projects; independent director at Wheely, personal driver service  He worked in various international investment banks (UFG, Deutsche Bank, Barclays) in Moscow and London  He participated in more than 20 closed transactions, which allowed Russian companies to attract a total of over $17bn  Graduated from Columbia Business School and the State University of Management (diploma with honors) Mikhail Sokolov CEO & Investor Key Company Facts 88 Travel & Tourism Russian Online Travel Agency Company Profile OneTwoTrip @ NOAH  OneTwoTrip is a leading online travel service in Russia and CIS countries  OneTwoTrip helps travelers book their travel quickly and easily: reserve a room at a special price at 1 million hotels worldwide, book a flight from 800 airlines, book RZD train tickets to travel in Russia and CIS countries as well as hire a car  Customers may also purchase a Flight+Hotel package and save up to 30% compared to booking a flight and hotel separately  Over 10,000 travel products are booked through OneTwoTrip.com and mobile apps for iOS and Android each day. Regular customers earn bonus points with every purchase which can be redeemed as payment for future bookings, as well as enjoy free extra services and 24/7 customer support  Business / revenue model: Commissions Key Corporate Facts Headquarters Moscow, Russia Founded 2011 Funding $48m Employees 100-1,000 Active Markets International Ownership Private - VCs Key Investors Vostok New Ventures, Goldman Sachs, Bank Saint Petersburg, Atomico Website onetwotrip.com Key Operating KPIs Visitors per month (May-17) 2.7m Gross booking value per year $400m Cumulative apps downloads 2.5m Travel products sold daily 15k NPS Index 60+% Traffic Apr-16 Apr-17 Unique Users 506k 1.2m Visits 1.3m 2m Minutes 09:12 05:14 Sessions Mobile: 28% Desktop: 72% Mobile: 27% Desktop: 73% Apr 2017 Sources Direct 23%, Search 34%, Referrals 36%, Other 7% Main Presentation Topics 1. E-travel in Russia & CIS 2. Why OneTwoTrip is different and our UVP 3. How people will buy travel in the future 4. Companies KPIs Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Mikhail Sokolov CEO & Investor 2016 Revenues €11-50m EBITDA Profitable
  • 89.
    DRAFT  Jonathan Medvedis a serial entrepreneur and according to the Washington Post (2007) “one of Israel’s leading high tech venture capitalists”  In the 2008 NY Times Supplement “Israel at 60” Medved was named one of the top 10 most influential Americans who have impacted Israel  Prior to OurCrowd, Medved was the co- founder and CEO of Vringo (Nasdaq:VRNG) and the co-founder and General Partner of Israel Seed Partners, with $262m under management Jonathan Medved Founder & CEO Key Company Facts 89 Investors & Influencers Global Equity Crowdfunding Platform Company Profile OurCrowd @ NOAH  OurCrowd is the leading global equity crowdfunding platform for accredited investors  Managed by a team of seasoned investment professionals, OurCrowd vets and selects opportunities, invests its own capital, and brings companies to its accredited membership of global investors  OurCrowd provides post-investment support to its portfolio companies, assigns industry experts as mentors, and takes board seats  The OurCrowd community of almost 17,000 investors from over 110 countries has invested over $400m into 110 portfolio companies and funds  Business / revenue model: Crowd Funding Doing Business @ NOAH Service Provider Interest Marketing Partnerships Interest Multinational, investment banking, venture capital firms Investor Interest No specific needs Key Hires Interest No specific needs Speaker Profile Main Presentation Topics 1. Start-up nation 2. Venture Capital 3. Crowdfunding Attendees @ NOAH Jon Medved CEO Key Corporate Facts Headquarters Jerusalem, Israel Founded 2013 Funds Raised $440m Current Fund Size $10-50m Employees 100-1,000 Active Markets Global Website ourcrowd.com Key Portfolio Companies
  • 90.
    DRAFT Speaker Profile  In2012 Julia Bösch together with her co- founder Anna Alex launched OUTFITTERY with the vision to create a shopping experience for men that is convenient, fun and inspiring  Prior to OUTFITTERY Julia lead the internationalization of Zalando  She studied at Columbia Business School in New York, Munich and Madrid Julia Bösch Founder & Managing Director Key Company Facts 90 Luxury & Fashion Online Personal Shopping Service for Men Company Profile OUTFITTERY @ NOAH  OUTFITTERY is the biggest personal style service for men in Europe  Customers simply answer a few questions about their clothing style and sizes at www.outfittery.com. OUTFITTERY then curates individual outfits which are conveniently shipped to their homes. The outfits are selected by a combination of algorithm and human stylists. OUTFITTERY’s goal is to make shopping easy and enjoyable  The Berlin-based company was founded in 2012 by Julia Bösch and Anna Alex and now employs 300 people. 150 style experts are solely dedicated to the fashion desires of their customers  The company is currently active in DACH, the Netherlands, Belgium, Luxembourg, Sweden and Denmark  Business / revenue model: Ecommerce  Addressable market size: €100bn (Europe) Key Corporate Facts Headquarters Berlin, Germany Founded 2012 Funding €50m Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors Highland Capital Partners, Holtzbrinck Ventures, Mangrove Capital Partners, Northzone Capital, Octopus Ventures Product Presentation Click here to download Previous NOAH Content OUTFITTERY at NOAH Website outfittery.com Main Presentation Topics 1. The evolution of retail 2. Menswear 3. Relevance in retail Doing Business @ NOAH Service Provider Interest Ecommerce Services Marketing Analytics Partnerships Interest Reseller Partnerships Investor Interest No specific needs Key Hires Interest https://www.outfittery.de/jobs Attendees @ NOAH Julia Bösch Founder & MD Key Operating KPIs Customers 500k Brands >100
  • 91.
    DRAFT  Dr. FrankKeller is leading the PayPal business in Germany, Austria, Switzerland  He was previously responsible for the business with large enterprise clients in the DE/AT/CH region, including eBay; driving acquisition, growth and strategic development of the top merchants and brands in the DE/AT/CH region  Prior to that he was the General Manager of BillSAFE and Head of Strategy & Business Operations DACH  He graduated from Unversity of Potsdam and Technical University of Kaiserslautern Dr. Frank Keller General Manager, DACH Key Company Facts 91 Payments Online Payments System Company Profile PayPal @ NOAH  PayPal provides online payment solutions to its users. It enables its users to transact money through their account balances, bank accounts, credit cards, or promotional financing without sharing financial information  The company was founded in 1998 and is based in San Jose, California. It has an additional office in Timonium, Maryland; a European headquarters in Luxembourg; and an international headquarters in Singapore Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics Interview with Facebook and solarisBank Attendees @ NOAH Dr. Frank Keller General Manager, DACH Key Corporate Facts Headquarters San Jose, CA, US Founded 1998 Employees Over 10,000 Active Markets Global Ownership Public NASDAQ Website paypal.com Valuation Data and Financials Market Cap $61.5bn Source: FactSet (financial and valuation data as of 16/05/2017) 2016 Revenues $10.8bn Speaker Profile
  • 92.
    DRAFT Speaker Profile  Simonhas joined Phocuswright as President in November 2016  Simon was previously the CEO of Biketec AG and CEO of Interhome as well as deputy CEO of the Hotelplan-Gruppe  Simon was also active in various top management positions at Swissport International  Over the years, Simon made a name for himself beyond the Swiss borders as an online expert of the travel industry in general, but especially in the vacation rental industry  Simon Lehmann is frequently invited as a speaker for online travel events worldwide and is asked on board as a consultant for startups Simon Lehmann President Key Company Facts 92 Travel & Tourism Travel Industry Research Authority Company Profile Phocuswright @ NOAH  Phocuswright is the leading global authority in travel research and events  Time after time, Phocuswright is the first to accurately predict the impact of emerging trends in technology and innovation on the travel industry  Phocuswright’s market sizing and consumer research reports set the industry standard around the world, and conferences are the largest assembly of travel leaders, investors, CEOs, executives, and innovative startups  Business / revenue model: Events Main Presentation Topics 1. Innovation 2. Online Travel 3. Disruption Doing Business @ NOAH Service Provider Interest Analytics • Audience & Market Data Partnerships Interest Online travel data research and conference attendance Investor Interest Offline and online Media and Conference Business Key Hires Interest No specific needs Key Corporate Facts Headquarters New York, NY, US Founded 1997 Employees 51-100 Active Markets Global Ownership Private Website phocuswright.com Traffic Apr-16 Apr-17 Unique Users 21k 27k Visits 46k 62k Minutes 01:51 01:51 Sessions Mobile: 4% Desktop: 96% Mobile: 0% Desktop: 100% Apr 2017 Sources Direct 37%, Search 41%, Referrals 16%, Other 6% Attendees @ NOAH Simon Lehmann President
  • 93.
    DRAFT  Jody isthe CEO of PhotoBox Group  From London, via Sydney, to California and now back in Europe, Jody’s passion is working with innovative, consumer-facing digital and technology businesses, helping them transform and grow across new sectors, markets and audiences  Prior to joining Photobox Group in May 2016, Jody spent a decade at eBay in a variety of roles, latterly transforming the global marketing platform, revolutionising CRM and super-charging paid marketing with Google, Facebook & Snapchat  He spent his formative years at PwC, McKinsey and at Orange, where he was part of the team that delivered the largest ever corporate European IPO at the time Jody Ford CEO Key Company Facts 93 Consumer Goods, Retail & Ecommerce Online Retailer of Personalised Photo Products Company Profile PhotoBox @ NOAH Speaker Profile Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Key Corporate Facts Headquarters London, UK Founded 2000 Active Markets Global Ownership Private Equity Key Investors Exponent Private Equity Website group.photobox.com  Photobox Group is Europe’s leading digital consumer service for personalised products and gifts and parent of the Photobox, Moonpig, Hofmann and posterXXL brands  From photobooks and unique artwork to the very latest personalised apparel, gifts and greeting cards, the Group’s products enable customers to build closer connections by sharing memories, celebrating great moments and injecting personal expression into their everyday lives  The Group has 8 physical locations in 4 countries across Europe and generated turnover of £288.5m in the fiscal year ending 30 April 2016  Business / revenue model: Ecommerce Main Presentation Topics N/A Attendees @ NOAH Jody Ford CEO
  • 94.
    DRAFT  Timo Reinis the CEO and co-founder of Pipedrive  Timo has over 15 years of experience as a salesman, sales manager and software entrepreneur Timo Rein Founding Co-CEO Key Company Facts 94 B2B & SaaS Sales CRM Software for SMBs Company Profile Pipedrive @ NOAH  Pipedrive makes sales CRM for companies with big ambitions. The software is used by fast growth companies such as such as Postmates, Fortumo, Blippar and Falcon Social as well as SMBs like 360 Services and Richland Source  Pipedrive's roots are in direct sales. As sales managers and trainers, two of the co-founders experienced an increasing amount of pain with CRM software. There simply was no good solution for managing the company's sales pipeline - so in 2010 they teamed up with talented developers to create Pipedrive, a simple and yet powerful tool for managing sales  Business / revenue model: SaaS, subscription-based Speaker Profile Traffic Apr-16 Apr-17 Unique Users 597k 700k Visits 4.7m 6.1m Minutes 16:29 17:36 Sessions Mobile: 11% Desktop: 89% Mobile: 6% Desktop: 94% Apr 2017 Sources Direct 49%, Search 8%, Referrals 30%, Mail 11%, Other 2% Key Corporate Facts Headquarters New York, NY, US Founded 2010 Funding $32m Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Atomico, Bessemer Venture Partners, Rembrandt Ventue Partners, Storm Ventures Previous NOAH Content Pipedrive at NOAH Website pipedrive.com Key Operating KPIs Customers 50k Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Timo Rain Founding Co-CEO
  • 95.
    DRAFT Speaker Profile  ShaulOlmert is co-founder and CEO of Playbuzz  Native of Israel, Shaul spent most of his professional career in the US where he held several executive positions in digital media ventures, with an emphasize on games and entertainment content products.  His previous roles include Vice President of Digital Products at MTV Networks, President of SundaySky, Chief Marketing Officer at Conduit, Director of Business Development at I-play and investment professional at STI Ventures.  Shaul holds a master’s degree in Interactive Telecommunications from New York University Key Company Facts 95 Digital & Media Storytelling Platform for Publishers, Brands and Ad Agencies Company Profile FinLeap @ NOAH  Playbuzz is an award-winning storytelling platform that empowers publishers, brands and agencies worldwide to create interactive content for editorial and commercial purposes  The Playbuzz platform offers engaging storytelling tools, such as polls, quizzes, surveys, galleries, slideshows and more, that enable publishers and brands to create, embed, distribute and monetize content on any website, mobile app or social page  More than 13,000 publishers and brands worldwide use Playbuzz’s desktop- and mobile-friendly content tools to improve audience engagement, optimize social sharing, increase site traffic and lengthen on-page viewing time  Business / revenue model: Helping advertisers create and distribute branded content to the most engaged audiences at scale  Addressable market size: $6bn (Branded Content market) Main Presentation Topics 1. Reinventing Storytelling: how publishers can elevate their content to align with today's content consumption habits 2. The importance of interactivity and engagement-focused KPIs 3. Why visual-first content is key for the Snapchat generation Key Corporate Facts Headquarters New York, NY, US Founded 2012 Funding $31m Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors Saban Ventures, The Walt Disney Company, 83North, Carmel Ventures Website playbuzz.com Doing Business @ NOAH Service Provider Interest Communications • Content Collaboration Marketing • Advertising Network • Content Marketing • Native Advertising • Video Advertising Analytics • Advertising Analytics Attendees @ NOAH Shaul Olmert Co-Founder & CEO Shachar Orren Chief Storytelling Officer Fabian Lindner Director of Business Development, DACH Key Operating KPIs Monthly Unique Users 500m Publishers & Brands utilizing Playbuzz’s storytelling tools 13k Monthly content engagements delivered 525m (12k per minute) Monthly video views delivered 300m Average completion rate of Playbuzz-powered content 70-90% Page Views Increase by using Playbuzz storytelling tools 45% Consumers engaged with Playbuzz-powered branded content campaigns 65% Shaul Olmert Co-Founder & CEO
  • 96.
    DRAFT  Christoph isa co-founder of Pageflakes and has more than ten years of experience in designing software applications and Internet services for consumers  Back in 1997, Christoph co-founded German Internet startup DealPilot.com, one of the first comparison shopping services which got funded by Bertelsmann and has later been acquired by Shopping.com. Before and after that he was involved in various software projects and Internet startups Christoph Janz Managing Partner Key Company Facts 96 Investors & Influencers Early-Stage Venture Capital Firm Company Profile Point Nine Capital @ NOAH  Point Nine Capital is a Berlin-based venture capital firm focused exclusively on early-stage Internet investments in areas like Software-as-a-Service (SaaS), online marketplaces and mobile  The fund and its managers, Pawel Chudzinski and Christoph Janz, have backed a number of highly successful Internet companies such as Delivery Hero, Clio, Shiftplanning, Vend, Typeform and Zendesk from their earliest stages  Business / revenue model: Venture Capital Key Corporate Facts Headquarters Berlin, Germany Founded 2011 Employees 11-25 Active Markets Global Website pointninecap.com Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics Interview with Zendesk Attendees @ NOAH Christoph Janz Managing Partner Speaker Profile Key Portfolio Companies
  • 97.
    DRAFT  Since May2016 Thilo Koslowski has been Managing Director of Porsche Digital GmbH  Before moving to Porsche he was Vice President, Distinguished Analyst and Head of Automotive Vehicle ICT and Smart Mobility Practice at Gartner Inc., which he founded in Silicon Valley in 1997  Prior to this, Thilo Koslowski was Managing Consultant of Emerging Technologies and Business Practice at Gartner, where he was responsible for global consulting assignments for leading organisations in the automotive, consumer electronics, hardware, software and IT sectors  His career in the automotive sector began with various marketing and strategy positions with Audi.  He holds a degree in Business Administration with a specialism in Marketing and Production Technology from RWTH Aachen Thilo Koslowski CEO, Porsche Digital Key Company Facts 97 Mobility German Manufacturer of High Performance Automobiles Company Profile Porsche @ NOAH  Dr. Ing. h.c. F. Porsche AG, with headquarters in Stuttgart-Zuffenhausen, is one of the most profitable car makers in the world. In 2016, Porsche delivered 237,778 vehicles of the 911, Cayenne, Macan, Panamera, 718 Boxster and Cayman models to customers worldwide. That was 6 per cent more than the year before. Thereby, the sports car manufacturer's operating profit amounted to 3.9 billion euros, up 14 per cent from the previous year's comparative figure. Porsche operates plants in Stuttgart and Leipzig as well as a development centre in Weissach  The sports car maker employs about 28,000 people (as at March 31, 2017). The Porsche principle of getting the most out of all opportunities stems from the race track and is embodied in every vehicle. Thanks to its high quality standards, 70 per cent of all Porsches ever built are still on the street today  Business / revenue model: Car manufacturing Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics 1. The renaissance of the automobile as the ultimate mobile device 2. Porsche Innovations inside and outside the automobile 3. Creating an exciting and intelligent ecosystem with startups and entrepreneurs Attendees @ NOAH Thilo Koslowski CEO, Porsche Digital Key Corporate Facts Headquarters Stuttgart, Germany Founded 1931 Employees Over 1,000 Active Markets Global Ownership Public EPA Previous NOAH Content Porsche at NOAH Website porsche.com Valuation Data and Financials Market Cap €16.6bn Source: FactSet (financial and valuation data as of 16/05/2017) 2016 Revenues €22.3bn EBIT €3.9bn Margin 17% Speaker Profile
  • 98.
    DRAFT Speaker Profile  GlennD. Fogel is the CEO and President, a position he has held since January 2017  He previously served as Head of Worldwide Strategy and Planning, an office he has held since November 2010 and was responsible for worldwide mergers, acquisitions and strategic alliances  Glenn joined Priceline in February 2000  Prior to that, he was a trader at a global asset management firm and prior to that was an investment banker specializing in the air transportation industry.  Glenn Fogel is a member of the New York State Bar (retired) Glenn Fogel CEO Key Company Facts 98 Travel & Tourism World’s Largest Online Travel Agency Company Profile Priceline Group @ NOAH  American-based provider of travel and related online services to consumers and local partners through six primary brands: Booking.com, Priceline.com, agoda.com, KAYAK, Rentalcars.com and OpenTable  Collectively The Priceline Group operates in over 200 countries and territories in over 40 languages. It made 86% of its bookings outside the United States in 2015 and is the biggest online travel agency worldwide  In 2017, the company acquired the Momondo Group for $550 million  Business / revenue model: Commissions Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Glenn Fogel CEO Leslie Cafferty VP Global Communications Key Corporate Facts Headquarters Norwalk, CT, US Founded 1997 Employees 18,000 Active Markets Global Ownership Public NASDAQ Company Presentation Click here to download Previous NOAH Content Priceline at NOAH Website pricelinegroup.com Key Operating KPIs Gross Bookings 2016 $68bn Booked Rooms 2016 557m 2016 2017 Growth Revenues €10.7bn €12.4bn 15% EBITDA €4.1bn €4.7bn 14% Margin 39% 38% (1%) EV/EBITDA 22.3x 19.6x (12%) P/E 41.8x 25.6x (39%) Valuation Data and Financials Market Cap €81.3bn Net Debt €2.9bn EV €83.9bn Source: FactSet (financial and valuation data as of 16/05/2017)
  • 99.
    DRAFT  Alberto isthe sole founder & CEO of Prima.it  He previously founded Facile.it in 2007 and was the CEO until January 2014  He also worked at the Motors department of eBay Italy  He was also a Consultant in Bain & Co as well as investment banker in Goldman Sachs  Alberto graduated from Bocconi University and holds MBA title from INSEAD Alberto Genovese CEO Key Company Facts 99 Marketplaces Direct Car Insurance Company Company Profile Prima.it @ NOAH  Prima.it distributes online insurance policies for cars, motorcycles, and vans  Through its online services, Prima.it enables its users to save time and manage all aspects of their insurance policies  Business / revenue model: Premia Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Alberto Genovese CEO Key Corporate Facts Headquarters Milan, Italy Founded 2013 Employees 10-100 Active Markets National Ownership Private Website prima.it Traffic Apr-16 Apr-17 Unique Users 45k 69k Visits 18k 143k Minutes 04:50 05:35 Sessions Mobile: 30% Desktop: 70% Mobile: 36% Desktop: 64% Apr 2017 Sources Direct 18%, Search 20%, Referrals 32%, Mail 30%, Other 0% Speaker Profile
  • 100.
    DRAFT  Thomas Ebelingbegan his career as the product manager responsible for the "West" brand, among other duties. In 1991, he switched to Pepsi-Cola Germany, where in 1993, he was appointed Marketing Director for the entire beverage portfolio  Starting in 1994, he was National Sales and Franchise Director for the retail and restaurant sales of Pepsi-Cola  In 1998, he was appointed to the Novartis Executive Committee. From 2000 to October 2007, he served as CEO of the global Novartis pharmaceuticals business and then the Consumer Health Division  Since March 2009, he is CEO of ProSiebenSat.1 Media SE Thomas Ebeling CEO Key Company Facts 100 Digital & Media German Mass Media Company Company Profile ProSiebenSat.1 Media SE @ NOAH  The ProSiebenSat.1 Group is one of the leading media corporations in Europe. ProSiebenSat.1 reaches more than 41 million TV households with its free TV stations in Germany, Austria and Switzerland. Free TV financed by advertising is the core business. Alongside a strong digital and ventures portfolio, the Group also has an international production network. This means, ProSiebenSat.1 has a broad and solid revenue and profit basis  The digital activities range from Germany’s largest video-on-demand portal Maxdome, the online platform MyVideo and online games from ProSiebenSat.1 Games to SevenVentures GmbH, which is establishing an attractive investment portfolio of media investments  Business / revenue model: Advertising Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Thomas Ebeling CEO Key Corporate Facts Headquarters Unterföhring, Germany Founded 2000 Employees Over 1,000 Active Markets International Ownership Public EPA Company Presentation Click here to download Previous NOAH Content ProSiebenSat.1 Media SE at NOAH Website prosiebensat1.de 2016 2017 Growth Revenues €3.8bn €4.2bn 12% EBITDA €1.0bn €1.1bn 9% Margin 26% 26% - EV/EBITDA 10.3x 9.5x (8%) P/E 19.9x 15.7x (21%) Valuation Data and Financials Market Cap €8.5bn Source: FactSet (financial and valuation data as of 16/05/2017) Speaker Profile
  • 101.
    DRAFT  Began careeras Trainee at Sal. Oppenheim. 1999, co-founded Alando in Germany and sold the company to eBay; then became Managing Director eBay Germany, Switzerland and Austria. 2000, co–founded Jamba and sold to VeriSign in 2004  Since 2006, numerous investments, including Facebook, LinkedIn, Groupon, Zalando, Funding Circle, Lazada. 2007,  Co-founded Rocket Internet. 2014, became CEO and took the company public  Bachelor’s degree, WHU–Otto Beisheim School of Management, Vallendar Oliver Samwer Founder & CEO Key Company Facts 101 Food & Restaurants Internet Companies Incubator Company Profile Rocket Internet @ NOAH  Rocket Internet incubates and invests in Internet companies with proven business models. It provides operational support to its companies and helps them scale internationally  Rocket Internet focuses predominantly on four industry sectors of online and mobile retail and services that make up a significant share of consumer spending: Food & Groceries, Fashion, General Merchandise and Home & Living  Rocket Internet’s selected companies are active in a large number of countries around the world with more than 28,000 employees  Business / revenue model: Incubator Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Oliver Samwer Founder & CEO Key Corporate Facts Headquarters Berlin, Germany Founded 2007 Employees 100-1,000 Active Markets International Ownership Public EPA Company Presentation Click here to download Previous NOAH Content Rocket Internet at NOAH Website rocket-internet.com 2016 2017 Growth Revenues €50m €282m 459% EBITDA (€565m) (€69m) - Valuation Data and Financials Market Cap €3.3bn Speaker Profile
  • 102.
    DRAFT  Alex joinedSalesforce in 2015 to establish and run Salesforce Ventures in Europe  Alex leads Salesforce Ventures' $100m fund dedicated to backing European enterprise cloud startups  Alex brings over a decade of experience across technology and finance, having been both an investor and entrepreneur  Alex holds an MBA from Harvard Business School and a BA in economics and international relations from Boston University. A native of Switzerland, he speaks five languages and has worked across three continents Alex Kayyal Head of Salesforce Ventures Europe Key Company Facts 102 B2B & SaaS World’s #1 CRM Provider Company Profile Salesforce @ NOAH  Salesforce is a global cloud computing company that provides business software on a subscription basis, it is best known for its on-demand customer relationship management (CRM) solutions  With its innovative Customer Success Platform, Salesforce sets the global standard for customer relationship management, engagement, and intelligence by integrating sales, service, marketing, community, analytics, IoT, and app development in a trusted cloud for businesses of every size and industry.  Salesforce was founded by Parker Harris and Marc Benioff in 1999 and is based in California, United States  Business / revenue model: SaaS, subscription-based Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest We are hiring! Please have a look through open positions on our website. Main Presentation Topics Investing in the Next Generation of Cloud Innovation Attendees @ NOAH Alex Kayyal Head of Salesforce Ventures Europe Frank Dehne Regional Vice President General Business Sales Key Corporate Facts Headquarters San Francisco, US Founded 1999 Employees Over 26,000 Active Markets Global Ownership Public NYSE Company Presentation Click here to download Website salesforce.com Traffic Apr-16 Apr-17 Unique Users 9.8m 13.7m Visits 135.2m 75.9m Minutes 22:17 16:08 Sessions Mobile: 24% Desktop: 76% Mobile: 25% Desktop: 75% Apr 2017 Sources Direct 30%, Search 9%, Referrals 48%, Mail 11%, Other 2% Source: FactSet (financial and valuation data as of 16/05/2017) Speaker Profile 2018 Revenue Guidance €10.2bn
  • 103.
    DRAFT Speaker Profile  KlausRosenfeld (born May 1966) started his career as a trainee banker at Dresdner Bank in 1985. After military service and studying business administration and economics at the University of Münsterhe returned to Dresdner Bank in 1993. 8 years later he was appointed Member of the Board of Managing Directors with responsibility for Finance, Controlling and Corporate Investments.  In March 2009 Klaus Rosenfeld joined Schaeffler Group as Chief Financial Officer. He designed and led various initiatives to restructure and refocus the capital structure of Schaeffler Group including the IPO in October 2015.  Since 2014 Klaus Rosenfeld is CEO of the Schaeffler AG. Under his leadership Schaeffer' developed its strategy "Mobility for tomorrow".  Klaus Rosenfeld is Member of the Supervisory Board and Member of the Audit Committee of Continental AG, Hannover, Non-Executive Director on the Board of Siemens GamesaCorporaciónTecnológicain Zamudioand Member of the Executive Committee of the Federation of German Industries (BDI) in Berlin Klaus Rosenfeld CEO Key Company Facts 103 Industrials, Automation & IoT Global Automotive and Industrial Components & Systems Supplier Company Profile Schaeffler Group @ NOAH  Schaeffler Group is a global automotive and industrial supplier with 86,600 employees at approx.170 locations in over 50 countries  Schaeffler produces high-precision components and systems in engine, transmission, and chassis applications, as well as rolling and plain bearing solutions for a large number of industrial applications  Schaeffler stands for best-in-class quality, superior technology and outstanding innovation; with more than 2,300 patents filed in 2016 it ranked second in the German Patent statistic  Based on its 4 core values - sustainable, excellent, innovative and passionate – Schaeffler has developed and agreed on a strategy called 'Mobility for tomorrow’ in 2016 that comprises 4 Focus areas, 8 strategic pillars and 16 strategic initiatives. The 16 strategic initiatives form the Agenda 4 plus One that shall be implemented by 2020  As part of this strategy Schaeffler views E-Mobility, Industry 4.0 and Digitalization as key growth opportunities for the future Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest Research, smart urban mobility Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics 1. Internet of Things Attendees @ NOAH Klaus Rosenfeld CEO Tim Hosenfeldt SVP Corporate Innovation and Applied Research Key Corporate Facts Headquarters Herzogenaurach, Germany Founded 1946 Employees 86,000 Active Markets Global Ownership Public listed (25%) Brochure: Strategy “Mobility for tomorrow” Click here to download 2016 Revenues €13.3bn EBITDA €2.3bn Margin 17.2% EV/EBITDA 5.5x P/E 11.6x Valuation Data and Financials Market Cap €10.0bn EV €12.6bn Traffic Apr-16 Apr-17 Unique Users 128k 150k Visits 353k 332k Minutes 05:10 02:09 Sessions Mobile: 30% Desktop: 70% Mobile: 31% Desktop: 69% Apr 2017 Sources Direct 22%, Search 49%, Referrals 27%, Other 2% Source: FactSet (financial and valuation data as of 16/05/2017)
  • 104.
    DRAFT  Greg Ellisis the Chief Executive Officer (CEO) of Scout24 Group since April 2014: He is responsible for the complete commercial operations of the company  Ellis joined Scout24 from REA Group where he was Managing Director and Chief Executive Officer for more than five years as well as REA Group’s member representative on the Business Council of Australia for three years  Prior to joining REA Group in September 2008, he was Marketing Director Asia Online Services at Microsoft  Greg Ellis has more than 20 years of international business experience within the online industry Greg Ellis CEO Key Company Facts 104 Digital & Media Leading Digital Classifieds Platform Company Profile Scout24 @ NOAH  Scout24 operates leading digital classifieds platforms in Germany and other selected European countries. The main operations under the umbrella brand Scout24 are the digital marketplaces ImmobilienScout24 and AutoScout24  ImmobilienScout24 is the leading digital platform for real estate ads in Germany in terms of user access and dwelling time as well as customer numbers and ads. AutoScout24 is a leading digital platform for automobile ads in relation to the monthly number of unique visitors and ads in Europe  Scout24’s digital marketplaces are empowering people to realize their property and car-owning dreams simply, efficiently and stress-free  Business / revenue model: Classifieds Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Greg Ellis CEO Key Corporate Facts Headquarters Munich, Germany Founded 1998 Employees Over 1,000 Active Markets Global Ownership Public EPA Company Presentation Click here to download Previous NOAH Content Scout24 at NOAH Website scout24.com 2016 2017 Growth Revenues €442m €482m 9% EBITDA €220m €249m 13% Margin 50% 52% 2% EV/EBITDA 16.1x 14.3x (12%) P/E 54.1x 30.1x (44%) Valuation Data and Financials Market Cap €3.6bn Source: FactSet (financial and valuation data as of 16/05/2017) Key Operating KPIs Active Listings +3m Household Reach 80m Speaker Profile
  • 105.
    DRAFT Speaker Profile Erik Voorhees CEO KeyCompany Facts 105 Fintech World's Fastest and Safest Digital Asset Exchange Company Profile ShapeShift @ NOAH  ShapeShift.io is a digital asset exchange platform that enables users to trade any major blockchain asset with another  With no login accounts required, the platform allows its users to enter input and output cryptocurrency types and receive an automatic address to deposit the input currency in order to collect the output currency via the addresses provided by its users  No fees are charged within the presented exchange rate. Only a miner fee of the output asset is removed from the final exchange  Business / revenue model: Exchange fees Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Erik Voorhees CEO Main Presentation Topics N/A Key Corporate Facts Headquarters Zug, Switzerland Founded 2014 Funding $12m Employees 10-100 Active Markets Global Ownership Private - VCs Key Investors Earlybird, Digital Currency Shop Website shapeshift.io  Erik Voorhees is the Founder and Chief Executive Officer of ShapeShift Ag. Erik Voorhees served as the Head of Marketing and Communications at BitInstant LLC. Erik Voorhees is an American and Panamanian startup Founder  Erik Voorhees was co-founder of the bitcoin company Coinapult. Erik Voorhees was the Founder and Partial Owner of SatoshiDICE. He joined BitInstant in February 2012. He has been a Member of Cryptocurrency Advisory Board at MGT Capital Investments, Inc. since June 14, 2016
  • 106.
    DRAFT Speaker Profile  GerhardCromme has been a member of Siemens’ Supervisory Board since 2003 and Chairman of the Audit Committee since 2005  He studied law and economics from 1962 to 1971 at the Universities of Münster, Lausanne and Paris and passed first and second "Staatsexamen" (state examination for lawyers) and Awarded Doctorate in Law.  He has a PMD from Harvard Business School Gerhard Cromme Chairman of the Supervisory Board Key Company Facts 106 Industrials, Automation & IoT Europe’s Largest Manufacturing and Eectronics Company Company Profile Siemens @ NOAH  Siemens is a global technology powerhouse that has stood for engineering excellence, innovation, quality, reliability and internationality for more than 165 years. The company is active in more than 200 countries, focusing on the areas of electrification, automation and digitalization.  One of the world's largest producers of energy-efficient, resource-saving technologies, Siemens is a leading supplier of efficient power generation and power transmission solutions and a pioneer in infrastructure solutions as well as automation, drive and software solutions for industry.  The company is also a leading provider of medical imaging equipment – such as computed tomography and magnetic resonance imaging systems – and a leader in laboratory diagnostics as well as clinical IT  Business / revenue model: Manufacturing Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Source: FactSet (financial and valuation data as of 16/05/2017) Main Presentation Topics 1. Value of digitalization Attendees @ NOAH Cedrik Neike Member of the Managing Board Gerhard Cromme Chairman of the Supervisory Board Renate Krasa Communications 2016 Revenue €81.1bn EBITDA €10.6bn Margin 13% EV/EBITDA 12.2x P/E 18.6x Valuation Data and Financials Market Cap €105.6bn Net Debt €26bn EV €129.3bn Traffic Apr-16 Apr-17 Unique Visitors 3.9m 3.6m Minutes 05:27 06:05 Sessions Mobile: 78% Desktop: 22% Mobile: 79% Desktop: 21% Apr 2017 Sources Search 44%, Typed/ Bookmarked 36%, Other 12%, Social 1% Key Corporate Facts Headquarters Munich, Germany Founded 1847 Employees Over 1,000 Active Markets Global Ownership Public FWB Company Presentation Click here to download Previous NOAH Content Siemens at NOAH Website siemens.com Key Operating KPIs Orders 2016 €86.5bn
  • 107.
    DRAFT Speaker Profile  CedrikNeike was appointed to the Managing Board of Siemens AG in April 2017. Responsible for the Energy Management Division as well as for the Region Asia and Australia  Previously, Cedrik was Senior Vice President of Global Service Provider Sales at Cisco Systems; since joining Cisco in 2001 he held various senior positions  He has 20 years of international experience in IT and telecommunications at Cisco and Siemens where he started his career in the wireless Internet business  Cedrik holds an MBA from INSEAD, bachelor’s degrees in engineering from University College London and in business finance from the London School of Economics Cedrik Neike Member of the Managing Board Key Company Facts 107 Company Profile Siemens @ NOAH  Siemens is a global technology powerhouse that has stood for engineering excellence, innovation, quality, reliability and internationality for more than 165 years. The company is active in more than 200 countries, focusing on the areas of electrification, automation and digitalization.  One of the world's largest producers of energy-efficient, resource-saving technologies, Siemens is a leading supplier of efficient power generation and power transmission solutions and a pioneer in infrastructure solutions as well as automation, drive and software solutions for industry.  The company is also a leading provider of medical imaging equipment – such as computed tomography and magnetic resonance imaging systems – and a leader in laboratory diagnostics as well as clinical IT  Business / revenue model: Manufacturing Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Source: FactSet (financial and valuation data as of 16/05/2017) Main Presentation Topics 1. Value of digitalization Attendees @ NOAH Cedrik Neike Member of the Managing Board Gerhard Cromme Chairman of the Supervisory Board Renate Krasa Communications Key Corporate Facts Headquarters Munich, Germany Founded 1847 Employees Over 1,000 Active Markets Global Ownership Public FWB Company Presentation Click here to download Previous NOAH Content Siemens at NOAH Website siemens.com Key Operating KPIs Orders 2016 €86.5bn 2016 Revenue €81.1bn EBITDA €10.6bn Margin 13% EV/EBITDA 12.2x P/E 18.6x Valuation Data and Financials Market Cap €105.6bn Net Debt €26bn EV €129.3bn Traffic Apr-16 Apr-17 Unique Visitors 3.9m 3.6m Minutes 05:27 06:05 Sessions Mobile: 78% Desktop: 22% Mobile: 79% Desktop: 21% Apr 2017 Sources Search 44%, Typed/ Bookmarked 36%, Other 12%, Social 1% Industrials, Automation & IoT Europe’s Largest Manufacturing and Eectronics Company
  • 108.
    DRAFT Speaker Profile Ludovic LeMoan Co-Founder & CEO Key Company Facts 108 Industrials, Automation & IoT World’s Leading Provider of IoT Connectivity Company Profile Sigfox @ NOAH  Sigfox is the world’s leading provider of connectivity for the Internet of Things  Its unique approach to device-to-cloud connectivity allows the company to address the three greatest barriers to global IoT adoption: cost, energy consumption, and global scalability  Sigfox has built a global network to listen to billions of devices broadcasting data, it can pick-up very small signals sent by IoT devices from around the world – using the lowest amount of energy to the point where natural energy harvesting technology will be enough to power data transmissions  Sigfox is present in 32 countries and on track to cover 60 by 2018 – covering a population of 562 million people. With millions of objects connected to the network and a rapidly growing ecosystem of partners, Sigfox empowers companies to move their business model towards more digital services  Business / revenue model: Connectivity subscription-based model  Addressable market size: 3bn connections by 2024 Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Ludovic Le Moan Co Founder & CEO Main Presentation Topics 1. What They Don’t tell you About the IoT 2. Understanding the IoT Ecosystem 3. The IoT Killer Apps Key Corporate Facts Headquarters Labège France Founded 2010 Funding €300m Employees 100-1,000 Active Markets Global Ownership Private - VCs Key Investors Intel Capital, Telefonica Ventures, Salesforce Venture, Total Energy Ventures, Air Liquide Company Video Click here to download Previous NOAH content Sigfox at NOAH Website sigfox.com Source: Market size source: Machina Research Key Operating KPIs Network footprint + 30 countries Area Covered 2m km2  Ludovic co-founded Sigfox in 2010, with a vision: give a voice to the physical world around us and allow billions of objects to play a role in economic and social development  With this ambition in mind, Sigfox is developing energy-efficient, cost-effective and simple solutions to connect these objects to the internet, a true revolution, which he likes to call “The Power of Low”  Serial entrepreneur, Ludovic is passionate about pioneering disruptive IoT Technology. He founded the IoT Valley to serve this purpose  Before Sigfox, Ludovic Le Moan ran different companies, from COFRAMI to Anyware Technologies, including Goojet (now Scoop-it), which he co-founded
  • 109.
    DRAFT Speaker Profile  Oris the CEO and co-founder of SimilarWeb  He established the company in 2007 at the age of 24, while obtaining his BA in Business  Or originally launched SimilarWeb as a website recommendation technology that analyzed and compared the data from all websites  Or was also a founding partner at AfterDownload, a company that was acquired by IronSource in 201  He is an active investor in the high-tech world with startups such as MoonActive and Spot.IM Or Offer Founder & CEO Key Company Facts 109 B2B & SaaS Analytics Market Intelligence Solutions for Traffic Analytics Company Profile Similarweb @ NOAH  SimilarWeb’s digital market intelligence solutions provide you with insights for 80m websites and 3m apps in over 190 countries  With their insights businesses, agencies, marketers and analysts can benchmark performance against competitors, reveal competitors online strategy, discover new opportunities, identify emerging trends and understand consumer intent and journey  SimilarWeb has thousands of customers and works with some of the largest global brands including Google, L’Oreal, AirBnb and eBay. Their team is spread across 7 global offices and includes over 350 employees and counting  Business / revenue model: SaaS, subscription-based Main Presentation Topics 1. Company overview 2. Values from using SimilarWeb 3. Use case for investors, marketeers and entrepreneurs Key Corporate Facts Headquarters Tel Aviv, Israel Founded 2007 Funding $65m Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Naspers Previous NOAH Content Similarweb at NOAH Website similarweb.com Traffic Apr-16 Apr-17 Unique Users 64k 297k Visits 558k 783k Minutes 01:22 01:50 Sessions Mobile: 81% Desktop: 19% Mobile: 72% Desktop: 28% Apr 2017 Sources Direct 23%, Search 65%, Referrals 8%, Other 4% Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Or Offer Founder & CEO
  • 110.
    DRAFT Speaker Profile  Hacker,maker, bookworm, geek, serial entrepreneur  Simplex founder Nimrod Lehavi’s career spans two decades of expertise and knowledge  He is well-respected in Israel’s startup scene for his proven capabilities at leading large scale top notch software projects  Nimrod holds a BA in computer science from IDC Herzliya, Israel Nimrod Lehavi CEO Key Company Facts 110 Payments Cybersecurity Company Focused Identity Verification and Credit Card Fraud Mitigation Company Profile Simplex @ NOAH  Simplex is a fintech & cyber-security company introducing online merchants to a world without fraud  Simplex started operating in the crypto-currency ecosystem late 2014, allowing bitcoin exchanges, brokers and wallets worldwide to accept credit cards, with full fraud chargeback guarantee  While succeeding in this extremely risky environment, Simplex prevents fraud and increases conversion and maintained customer experience, on tens of millions of dollars worth of transactions per month  Simplex has recently started expending the service to other verticals, financial services, luxury, travel, and market places, providing a full suite solution  Simplex fraudless processing solution allows merchants to focus on their everyday businesses safely leaving the fraud in Simplex's hands  Business / revenue model: Payment processing fees  Addressable market size: $500bn Key Corporate Facts Headquarters Ramat Gan, Israel Founded 2014 Funding $9.5m Employees 26-50 Active Markets Global Ownership Private – VCs Key Investors iAngels, FundersClub, DRW Venture Capital Previous NOAH Content Simplex at NOAH Website simplex.com Traffic Apr-16 Apr-17 Unique Users <5k 17k Visits 6k 47k Minutes 01:59 01:37 Sessions Mobile: 9% Desktop: 91% Mobile: 58% Desktop: 42% Apr 2017 Sources Direct 30%, Search 40%, Referrals 27%, Other 3% Doing Business @ NOAH Service Provider Interest Ecommerce Services • Other Partnerships Interest High fraud risk online merchants Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics 1. Fraudless processing - what and why 2. Why it's such a change? 3. What would be the global implications Attendees @ NOAH Nimrod Lehavi CEO
  • 111.
    DRAFT Speaker Profile  AmirOrad is a successful CEO, entrepreneur and big data & cyber leader  He is the CEO of Sisense, a high growth Business analytics company defined as the next unicorn by Forbes  Formerly he was CEO of Actimize the financial crime software leader that he grew to $200m revenue  Prior, he was Co-founder of Cyota a cyber company acquired by RSA Amir Orad CEO Key Company Facts 111 B2B & SaaS Analytics Business Analytics for Complex Data Sets Company Profile Sisense @ NOAH  Sisense simplifies business analytics for complex data. Powered by its unique In-Chip™ and Single Stack™ technologies – Sisense delivers unmatched performance, agility and value, eliminating much of the costly data preparation traditionally needed with business analytics tools and providing a single, complete tool to analyze and visualize large, disparate data sets without IT resources  Thousands of customers like GE, Philips, Wix and Nasdaq, rely upon Sisense for fast, accurate business insights  Sisense was recently included in Forbes’ list of the 25 Next Billion Dollar Startups, included in Deloitte’s Regional Tech Fast 50 and 500 lists, ranked one of the 50 highest-rated private cloud companies to work for by Glassdoor and Battery Ventures, and was ranked a “Visionary” in Gartner’s Magic Quadrant for BI and Analytics Platforms  Business / revenue model: SaaS, subscription-based  Addressable market size: $30bn Key Corporate Facts Headquarters New York, NY, US Founded 2004 Funding $100m Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors Bessemer Venture Partners, DFJ, Battery Ventures Product Presentation Click here to download Website sisense.com Traffic Apr-16 Apr-17 Unique Users 91k 150k Visits 245k 343k Minutes 04:28 02:24 Sessions Mobile: 19% Desktop: 81% Mobile: 24% Desktop: 76% Apr 2017 Sources Direct 26%, Search 45%, Referrals 19%, Social 6%, Other 4% Main Presentation Topics 1. Sisense Market 2. Sisense Company 3. Sisense Technology Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest Reseller Partnerships Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Amir Orad CEO
  • 112.
    DRAFT  Marko Wenthinis board member of solarisBank, a banking platform for digital business  Previously Marko was the Managing Director of Deutsche Handelsbank specializing in lending to internet companies and providing payment solutions to both on and offline businesses  Marko was also the CEO and founder of GroupPlatina GmbH where he created Sofort Bank, the banking sister of sofortueberweisung.de – Germany’s largest e-commerce payment provider  Prior to this, Marko was the COO and a board member of Deutsche Bank PBC S.A. in Poland Marko Wenthin Board Member Key Company Facts 112 Fintech Digital Banking Platform Company Profile solarisBank @ NOAH  solarisBank offers banking services as building blocks to fintechs, digital companies and banks who want to build pioneering products in the finance and banking industry. With a unique banking-as-a-platform business model, solarisBank offers the financial, legal, and technological components needed to provide the experience modern customers demand. solarisBank empowers a growing number of finance pioneers all over Europe with its banking expertise and technology. Since its launch in 2016, the company has expanded to over 90 employees and has raised €26.3 million in Series A funding  The Berlin-based company was founded in 2016 and is led by members of the management board Roland Folz, Marko Wenthin and Andreas Bittner as well as CTO Peter Grosskopf  Business / revenue model: B2B, Banking-as-a-Platform, provide technical infrastructure and regulatory compliance as a service Speaker Profile Traffic Apr-16 Apr-17 Unique Users <5k 11k Visits 7k 27k Minutes 02:58 03:02 Sessions Mobile: 0% Desktop: 100% Mobile: 25% Desktop: 75% Apr 2017 Sources Direct 33%, Search 41%, Referrals 23%, Other 3% Key Corporate Facts Headquarters Berlin, Germany Founded 2016 Funding ca. $42m Employees 10-100 Active Markets International Ownership Private – VCs Key Investors Arvato, FinLeap, SBI Holdings Website solarisbank.de Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest Banks, digital companies and fintechs who want to offer pioneering finance products Investor Interest No specific needs Key Hires Interest Japanese-speaking Finance/Banking Executives Main Presentation Topics Contextual Banking: How Finance Will Grow Beyond Traditional Players Attendees @ NOAH Marko Wenthin Board Member
  • 113.
    DRAFT Speaker Profile  AnneBoden is CEO and Founder of Starling Bank  Prior to Starling, she was Chief Operating Officer of Allied Irish Banks Plc and Head of EMEA, Global Transaction Banking across 34 countries for RBS and ABN AMRO  She has more than 30 years experience in banking, having begun her career at Lloyds Bank, before moving on to Standard Chartered Bank and then UBS in Zurich  She was recently recognised as one of the Global Power Women in FinTech  She holds a BSc in Computer Science and Chemistry, an MBA and is a Fellow of the Chartered Institute of IT Anne Boden CEO Key Company Facts 113 Fintech UK’s Mobile-Only Digital Bank Company Profile Starling Bank @ NOAH  Starling Bank is a mobile only bank that is creating the best current account in the world. Starling is a fully licensed Bank and is: o The first retail bank in the UK to deliver services using cloud technologies o The first digital bank to become a full participant of the UK's Faster Payment Scheme and only the 13th member to join since inception. o The first ‘full-stack’ cloud-based Bank o The first UK challenger bank to partner with Transferwise o The first challenger to join CASS (Current account switching service)  Business / revenue model: Digital-only bank Key Corporate Facts Headquarters London, UK Founded 2014 Funding $70m Employees 51-100 Active Markets National Ownership Private – VCs Key Investors Harald McPike Website starlingbank.com Traffic Apr-16 Apr-17 Unique Users <5k 31k Visits <5k 16k Minutes N/A 02:29 Sessions Mobile: 0% Desktop: 100% Mobile: 0% Desktop: 100% Apr 2017 Sources Direct 38%, Search 42%, Referrals 16%, Other 4% Main Presentation Topics 1. Post-Truth. (Adjective) Relating to or denoting circumstances in which objective facts are less influential in shaping public opinion than appeals to emotion and personal belief 2. Internet of Things: Visible vs Invisible Banking 3. Artificial Intelligence: Data-driven vs Emotional Banking 4. Mobile Banking: Community vs Technology Platforms Doing Business @ NOAH Service Provider Interest Analytics Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Anne Boden CEO
  • 114.
    DRAFT  Dr. FriedrichSchwandt studied Economics with a specialization in Econometrics  He has been the CEO of Statista GmbH since 2007  Furthermore, he has worked at the Humboldt University in Berlin, the Organization for Economic Co-operation and Development (OECD) and the Boston Consulting Group (BCG) Dr. Friedrich Schwandt Founder & CEO Key Company Facts 114 Internet & Information A Leading Statistics Portal Company Profile Statista @ NOAH  Statista.com is one of the first statistics portal in the world to integrate data on over 80.000 topics from over 18.000 sources onto a single professional platform. With 4 million visitors per month, Statista is the category leader among global market research companies  Categorized into 21 market sectors, Statista.com provides companies, business customers, research institutions, and the academic community with direct access to quantitative data on media, business, finance, politics, and a wide variety of other areas of interest or market  It has offices in New York, London and Hamburg and employs 400 people  Business / revenue model: SaaS, subscription-based Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Dr. Friedrich Schwandt Founder & CEO Key Corporate Facts Headquarters Hamburg, Germany Founded 2007 Employees 400+ Active Markets Global Ownership Private Key Investors Ströer Previous NOAH Content Statista at NOAH Website statista.com Traffic Apr-16 Apr-17 Unique Users 3.3m 3.3m Visits 7.7m 5.8m Minutes 02:08 02:17 Sessions Mobile: 33% Desktop: 67% Mobile: 68% Desktop: 32% Apr 2017 Sources Direct 16%, Search 70%, Referrals 9%, Other 5% Speaker Profile Key Operating KPIs Registered Users 2016 1m Valuation Data and Financials EV $64m
  • 115.
    DRAFT  John Collisonis president and co-founder of Stripe, the software company that is expanding internet commerce by making it easy to process transactions from anywhere  John and his brother Patrick Collison started Stripe in 2010 while John was studying physics at Harvard. Their goal was to make accepting payments online simpler and more inclusive, after learning firsthand how difficult it was. Today, the 700-person (and growing) Stripe team powers online businesses around the world  Prior to Stripe, John co-founded Auctomatic, which was acquired by Live Current Media in March 2008. Originally from Limerick, Ireland, John lives in San Francisco, California, where Stripe is based John Collison Co-Founder & President Key Company Facts 115 Payments Online Payments Company Company Profile Stripe @ NOAH  Stripe is a technology platform that developers use to build internet businesses. Thousands of businesses -- ranging from startups to Fortune 500 companies -- rely on Stripe’s software tools to accept payments, expand globally, and create new revenue streams. Stripe has been at the forefront of expanding internet commerce, powering new business models, and supporting the latest platforms, from mobile marketplaces to social commerce  Stripe was founded in 2010 by John and Patrick Collison, who set out to fix a critical problem: how online businesses could quickly and easily accept payments from anyone, anywhere in the world. Today, merchants in 25 countries can use Stripe to accept payments in 130+ currencies, as well as Apple Pay, Android Pay, Alipay and Bitcoin. By reducing the barriers to starting and operating a business regardless of location or means, Stripe aims to bring more would-be companies online and accelerate the internet economy  Business / revenue model: Payment processing Attendees @ NOAH John Collison Co-Founder Felix Huber Head of Northern Europe Iain McDougall UK Country Lead James Allgrove UK Growth Duco van Lanschot Country Lead Netherlands Romain Huet Developer Relations Alison Engel Marketing Courtney Chaves Events Paul Glootz Country Operations David Schreiber Business Operations Klaas Flechsig Communications Lead Northern Europe Valuation Data and Financials EV $9.2bn Speaker Profile Key Corporate Facts Headquarters San Francisco, CA, US Founded 2010 Funding $440m Employees 700+ Active Markets Global Ownership Private – VCs Key Investors General Catalyst, Thrive Capital, Founders Fund, Sequoia Capital Website stripe.com Traffic Apr-16 Apr-17 Unique Users 1.4m 3.5m Visits 5.9m 10.5m Minutes 04:54 05:09 Sessions Mobile: 73% Desktop: 27% Mobile: 25% Desktop: 75% Apr 2017 Sources Direct 56%, Search 16%, Referrals 22%, Other 6%
  • 116.
    DRAFT Speaker Profile  Lukeis Founder and CEO of Student.com, the world’s leading marketplace for international student accommodation  An entrepreneur at heart, Luke had the idea for a student accommodation marketplace when friends in Asia asked for help finding accommodation while they studied abroad  An initial platform - Overseas Student Living - was created in 2011 and became the first online marketplace for Asian students to access student accommodation in the UK Luke Nolan CEO Key Company Facts 116 Travel & Tourism World’s Largest Marketplace for International Student Accommodation Company Profile Student.com @ NOAH  Student.com is the world’s largest marketplace for international student accommodation  The company seeks to simplify booking accommodation for international students through a free-to-use global marketplace which puts security and ease-of-use first  Every landlord listed has a contractual relationship with Student.com, ensuring additional security and peace of mind, and students have access to local knowledge of destination countries, as well as a team of multilingual booking experts  Student.com lists properties in over 400 cities in close proximity to over 1000 universities  Business / revenue model: Commissions  Addressable market size: 5 million international students in 2016 Key Corporate Facts Headquarters Dubai, UAE Founded 2011 Funding €70m Employees 100-1,000 Active Markets Global Ownership Private - VCs Key Investors Horizons Ventures, Jim Breyer, Vy Capital, Daniel Ek, Martin Lorentzon, Hugo Barra Website student.com Key Operating KPIs Beds Listed 800k Cities Available 400 Universities 1k Traffic Apr-16 Apr-17 Unique Users 204k 253k Visits 300k 365k Minutes 03:35 03:08 Sessions Mobile: 36.5% Desktop: 57.5% Tablet: 6% Mobile: 42% Desktop: 52% Tablet: 6% Apr 2017 Sources Direct 17%, Search 61%, Referrals 10%, Mail 7%, Other 5% Main Presentation Topics 1. The Student Mobility Opportunity 2. Highly Fragmented Market Place 3. Student.com Traction and Potential Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest International marketplaces, student accommodation or student mobility Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Luke Nolan Founder & CEO Source: Market size – British Council
  • 117.
    DRAFT Speaker Profile  Marchas established SumUp worldwide, with a presence in 16 countries including Germany, Brazil, and the U.S.  Prior to co-founding SumUp, Marc founded MIOSATO -The Online Fashion Gallery and led the sales department at Groupon/Citydeal in the company's early days  Marc started his career in investment banking, first at European Investors in New York and later at JPMorgan  Marc holds a Master of Arts in International Business as well as a Doctorandus de Bedrijfswetenschappen from the University of Maastricht Marc-Alexander Christ Co-Founder Key Company Facts 117 Payments Leading Mobile Point-of-Sale Company Company Profile SumUp @ NOAH  SumUp is a leading financial technology company that is set to become the first ever global card acceptance brand. The company enables businesses to accept card payments at the point of sale or on the go in a simple, secure, and cost-effective way  SumUp is the only company to offer an end-to-end EMV card acceptance solution built on proprietary hardware and mobile apps. This unique offering enabled SumUp to rapidly expand into 16 markets, including the U.S., Brazil, and Germany, making it the mPOS company with the largest global footprint  The company has gone on to develop a full suite of SDKs and APIs for third parties to integrate card payments into their mobile apps  Business / revenue model: % of the transaction volume  Addressable market size: $20 trillion global card payment volume, which equals $500 bn in fee income Key Corporate Facts Headquarters London, United Kingdom Founded 2011 Funding $45m Employees 100-1,000 Active Markets Global Ownership Private - VCs Key Investors American Express, BBVA, Groupon, Holtzbrinck Ventures, Previous NOAH Content SumUp at NOAH Website sumup.com Traffic Apr-16 Apr-17 Unique Users 395k 465k Visits 783k 595k Minutes 02:14 02:30 Sessions Mobile: 56% Desktop: 44% Mobile: 52% Desktop: 48% Main Presentation Topics 1. Company overview and market sizing 2. Revenue model and KPIs 3. SumUp's innovative products and services Doing Business @ NOAH Partnerships Interest SumUp provides an open platform allowing partners to seemingly integrate not only the card terminal, but also ecom, inapp and card on file functionality on a large scale Investor Interest SumUp is break even. We are looking to form long term relationships with future supporters Key Hires Interest Head of Marketing Attendees @ NOAH Marc- Alexander Christ Co-Founder
  • 118.
    DRAFT Speaker Profile  JamaNateqi is a medical doctor and co- founder of SYMPTOMA.com, a search engine for diseases  He founded his first successful business in 1999 at the age of 16. Then studied human medicine in Austria and performed the research for his thesis at the Yale University, School of Medicine in New Haven, CT  Meanwhile he financed his studies himself and co-founded his second company, SYMPTOMA.com Dr. Jama Nateqi CEO Key Company Facts 118 Healthcare, Science & Learning Medical Search Engine for Physicians Company Profile Symptoma @ NOAH  Symptoma facilitates a search engine that enables physicians to search and find information related to diseases according to its symptoms. It enables them to find further symptoms, lab results, diagnostic test results, and complications related to diseases  After investing 10 years in Research & Development, SYMPTOMA probably has established the biggest disease database in the world  The company is operating at a profit since beginning. The European Commission, the Dutch Ministry of Health and leading experts have acknowledged SYMPTOMA to be the „best & most promising eHealth solution in 2016“  SYMPTOMA empowers physicians to diagnose even extremely rare diseases  Symptoma was founded by Jama Nateqi and Thomas Lutz in 2009. It is based in Salzburg, Austria Key Corporate Facts Headquarters Salzburg, Austria Founded 2009 Employees 11-100 Active Markets International Ownership Private Website symptoma.com Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Dr. Jama Nateqi CEO
  • 119.
    DRAFT  Christian co-foundedtado° in 2011 together with Johannes and Valentin  At tado° Christian is in charge of product, production, financing, sales, and partnerships. His passion is cutting edge energy technology and its application in successful products  Previously he worked with the venture capital firm Target Partners, co-founded the mobile telecommunication company BellPepper, and worked with the consulting firm A.T. Kearney  Christian holds a M.Sc. in mechanical engineering from MIT (Cambridge, MA) as well as a Dipl.-Ing. in engineering & management from Technical University of Munich Christian Deilmann Co-Founder & CEO Key Company Facts 119 Industrials, Automation & IoT Heating App for Private Homes and SMBs Company Profile tado° @ NOAH  At tado° people believe that it is possible to live comfortably and still act responsibly. One third of the energy consumed around the world is used for heating and cooling buildings  The systems used for this are controlled by nonsmart technology that has been outdated for decades. Tado believes in state of art intelligent technology that automatically ensures that no energy is wasted. In turn, Tado developed the Smart Thermostat and Smart AC Control to improve home savings and comfort  The philosophy follows three basic principles: Simplicity: easy to install and use with a minimalist design; Comfort: automatically heats or cools based on your location; Savings: reduces your energy consumption and costs Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Christian Deilmann Co-Founder & CEO Key Corporate Facts Headquarters Munich, Germany Founded 2011 Funding $57m Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Target Partners, Inven Capital, Starkraft Ventures, Siemens, Shourtcut Ventures Previous NOAH Content tado° at NOAH Website tado.com Traffic Apr-16 Apr-17 Unique Users 69k 186k Visits 254k 634k Minutes 02:41 01:32 Sessions Mobile: 44% Desktop: 56% Mobile: 30% Desktop: 70% Apr 2017 Sources Direct 58%, Search 26%, Referrals 12%, Other 4% Speaker Profile
  • 120.
    DRAFT Speaker Profile  FoundedTakeaway.com in 2000 and has been the driving force in developing the business since that time  Studied Business & IT at the University of Twente  Started his entrepreneurial career during his studies when he launched a business in web development  Inspired at a family gathering in a remote area of Holland, he came up with the idea for an online food delivery marketplace  A member of the Advisory Board of Hotelspecials and a member of the Supervisory Board at Funda Jitse Groen Founder & CEO Key Company Facts 120 Online Food Delivery Leading Online Food Delivery Marketplace Company Profile Takeaway.com @ NOAH  Takeaway.com is the leading online food delivery marketplace in Continental Europe  The company is focused on connecting consumers and restaurants through its platform. With its connected restaurants, Takeaway.com offers consumers a wide variety of food choice  The group mainly collaborates with delivery restaurants. In addition, Takeaway.com also provides restaurant delivery services in 17 European cities for restaurants that do not deliver themselves  The group has rapidly grown to become a leading online food delivery marketplace of Continental Europe with operations in the Netherlands, Belgium, Germany, Austria, Poland, Switzerland, France, Luxembourg and Portugal  Business / revenue model: Order Commissions  Addressable market size: €13bn in the active markets Doing Business @ NOAH Service Provider Interest Ecommerce Services • Online Aggregator Platforms Partnerships Interest No specific needs Investor Interest Open for opportunities Key Hires Interest Always seeking to acquire talented and ambitious people Main Presentation Topics 1. Takeaway.com History 2. Addressable Market and Market Shares 3. Company Strategy Attendees @ NOAH Jitse Groen Founder & CEO Key Corporate Facts Headquarters Amsterdam, Netherlands Founded 2000 Funding (pre-IPO) €87m Employees 100-1,000 Active Markets International Ownership Public (40% free float) Euronext Amsterdam Company Presentation Click here to download Website takeaway.com Key Operating KPIs Restaurants 28,787 Active Customers 8.9m Orders 49.3m GMV 2016 €942m 2015 2016 Growth Revenues €77m €112m 45% Adjusted EBITDA (€14m) (€18m) 33% Margin (18%) (16%) N/A Valuation Data and Financials Market Cap €1.6bn Source: FactSet (financial and valuation data as of 16/05/2017)
  • 121.
    DRAFT  Maya Bogleis the co-Founder of Talenthouse, a platform dedicated to developing creative talent around the World with the technology to become the industry leading source of creative solutions for brands  Maya is championing this cause and has over 25 years experience in media. She speaks regularly at conferences including Cannes Lions, Social Media Week New York, AdWeek Europe, Crowdsourcing Week Singapore, the London F.ounders Conference, Tech City Insider, the Media Summit Manchester, Ibiza Music Video Festival, Silicon Beach EU, NOAH and numerous educational establishments Maya Bogle Co-Founder Key Company Facts 121 Digital & Media The Leading Open Source Creative Platform Company Profile Talenthouse @ NOAH  Talenthouse connects leading brands to a global community of multi-media artists and creators who make on-brief creative work, concepts and ideas at scale to power truly engaging and authentic marketing campaigns  Leading brands on Talenthouse include: Marriott, Viber, Microsoft, Universal Pictures, Universal Music Group, 20th Century Fox, Warner Bros., Pernod Ricard, Nestle, Intel, P&G, Spotify, adidas, Mazda, Volkswagen, Pearson, and more  Celebrities who have worked with Talenthouse include: One Direction, Childish Gambino, Avicii, Linkin' Park, Deadmau5, Stevie Nicks, Jessie J, Florence & The Machine, Dr Dre, Tom Ford, Stan Lee, Paul McCartney, Rankin, Rihanna, Justin Timberlake, among others  Business / revenue model: Marketplace commissions Doing Business @ NOAH Service Provider Interest Marketing • Advertising Network Partnerships Interest Strategic Partnerships Investor Interest No specific needs Key Hires Interest CFO, CMO Main Presentation Topics 1. The requirement for brands and their agencies to source culturally relevant, authentic creative work at speed, at volume and at the right price 2. Can creative agencies deliver the creative solutions and work that brands require at scale? 3. Has the advertising industry focussed too much on ad tech and not enough on sourcing creative work? 4. Can open sourcing provide a new model and way to disrupt/transform the advertising industry? Attendees @ NOAH Maya Bogle Co-Founder Claudia Fischer Director of Brand Partnerships GSA Speaker Profile Key Corporate Facts Headquarters Los Angeles, CA, US Founded 2009 Funding $6m (equity) Employees 26-50 Active Markets Global Ownership Private - VCs Key Investors ProSiebenSat.1, Reliance Entertainment Website talenthouse.com Key Operating KPIs Members 770k Social Followers 2.8m Social Reach 300m 2016 Revenues €1-10m EBITDA Not profitable
  • 122.
    DRAFT  Yaron isleading Target Global’s Berlin activities  Current companies overseen by Yaron include GoEuro, WeFox, Lemoncat and Docplanner  Prior to joining Target Global, Yaron managed Hasso Plattner Ventures and was a Partner at Giza Venture Capital  Before becoming a venture capitalist Yaron was a co-founder of Excedo Technologies and an engineer in Intel’s Pentium product division  Yaron holds an MBA from INSEAD in France and a B.Sc. in Information Systems Engineering from Ben-Gurion University in Israel Yaron Valler General Partner Key Company Facts 122 Investors & Influencers International Venture Capital Firm Company Profile Target Global @ NOAH  Target Global is an international VC firm with over $450 million in assets under management and offices in Berlin, Moscow, Tel-Aviv and San Francisco. We invest in fast-growing digital-enabled businesses operating in B2C and B2 SMB markets  Target’s growth fund invests in Series B and later stage companies (both primary and secondary), with an investment range of $5-30m. Target’s seed stage fund invests in late seed and early Series A rounds, with an investment range of $200-500k  Since 2012 Target Global has invested in more than 40 leading companies including Delivery Hero, Blue Apron, Dreamlines, Prosper, VATBox, WeFox and Auto1  Business / revenue model: Venture Capital Key Corporate Facts Headquarters Berlin, Germany Founded 2012 Employees 11-25 Active Markets Global Previous NOAH Content Target Global at NOAH Website targetglobal.vc Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics Interview with WeFox Attendees @ NOAH Yaron Valler General Partner Alex Frolov General Partner Shmuel Chafets General Partner Mike Lobanov General Partner Speaker Profile Key Portfolio Companies
  • 123.
    DRAFT  Alexander foundedTarget Global in 2012 and is focused on the firm’s consumer internet and marketplace investments, including Delivery Hero, BlueApron, Juno and Dreamlines  Prior to joining Target Global, Alexander worked at the VC firm DFJ Esprit in London. Before that, he led several private and corporate startups in the tech field, including the medical business unit of United Corporation for Innovations  Alexander holds a bachelor’s degree from LSE and an MBA from the London Business School. Alexander also holds the CFA designation Alexander Frolov General Partner Key Company Facts 123 Investors & Influencers International Venture Capital Firm Company Profile Target Global @ NOAH  Target Global is an international VC firm with over $450 million in assets under management and offices in Berlin, Moscow, Tel-Aviv and San Francisco. We invest in fast-growing digital-enabled businesses operating in B2C and B2 SMB markets  Target’s growth fund invests in Series B and later stage companies (both primary and secondary), with an investment range of $5-30m. Target’s seed stage fund invests in late seed and early Series A rounds, with an investment range of $200-500k  Since 2012 Target Global has invested in more than 40 leading companies including Delivery Hero, Blue Apron, Dreamlines, Prosper, VATBox, WeFox and Auto1  Business / revenue model: Venture Capital Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics VC, Transportation, Marketplaces Attendees @ NOAH Yaron Valler General Partner Alex Frolov General Partner Shmuel Chafets General Partner Mike Lobanov General Partner Speaker Profile Key Corporate Facts Headquarters Berlin, Germany Founded 2012 Employees 11-25 Active Markets Global Previous NOAH Content Target Global at NOAH Website targetglobal.vc Key Portfolio Companies
  • 124.
    DRAFT Speaker Profile  Peteris leading content, product development, tech, traffic, monetization, and communications at testberichte, Germany's biggest platform for professional product reviews.  In prior roles, Peter built Canada's largest online publication as CEO of Vancouver- based Suite101.com, and developed market strategies for European mobile operators, working as a BCG strategy consultant Peter Berger COO Key Company Facts 124 Digital & Media Germany’s Biggest Portal for Professional Product Reviews Company Profile Testberichte.de @ NOAH  Testberichte is Germany's biggest portal for professional product reviews  The company is based in Berlin, employs 90 people and already serves an audience of 5 million monthly uniques  Starting in early summer 2017, Testberichte is innovating to make well- researched, unbiased buying decisions one-stop experiences for consumers  Business / revenue model: Advertising, Affiliate, Paid Content Key Corporate Facts Headquarters Berlin, Germany Founded 2000 Employees 51-100 Active Markets National Ownership Private – Founders only Website testberichte.de Traffic Apr-16 Apr-17 Unique Users 3.6m 4.6m Visits 9.6m 7,9m Minutes 02:50 02:43 Sessions Mobile: 31% Desktop: 69% Mobile: 30% Desktop: 70% Apr 2017 Sources Direct 14%, Search 81%, Referrals 4%, Other 1% 2016 Revenues Undisclosed EBITDA Profitable Doing Business @ NOAH Service Provider Interest n/a Partnerships Interest Identifying consumer needs; product journalism; ecommerce user-generated content Investor Interest Potentially after demonstrating scaling potential of our new model Key Hires Interest No specific needs Attendees @ NOAH Peter Berger COO Main Presentation Topics 1. Overview of our market environment 2. User-centric innovation
  • 125.
    DRAFT Speaker Profile  InAugust 2016, Sascha Mallah was appointed Managing Director of Teufel  Prior to this, he nearly doubled Teufel’s revenue as Director for Marketing & Sales. Within his 3.5-year tenure in the marketing department, he successfully developed the Teufel brand and created popular touchpoints for Teufel fans, such as the Berlin flagship store  Mr. Mallah brings many years’ Sales and Marketing as well as CE experience to Teufel. As the Director of Distribution at Harman International, he was responsible for the many brands across the EMEA  Previous to this, he was managing director for Harman CE UK/ IRL Sascha Mallah Managing Director Key Company Facts 125 Consumer Goods, Retail & Ecommerce Largest German Audio Manufacturer Company Profile Teufel @ NOAH  Founded in 1979 in Berlin, Teufel has grown into one of the largest German audio manufacturers and Europe's #1 direct seller of loudspeaker systems  The Teufel product portfolio includes stereo, home cinema, gaming sound, headphones, WiFi streaming and Bluetooth speakers. In addition, Teufel offers the largest selection of THX certified speakers in the world  Countless awards and commendations attest to the company’s high standards and winning product designs  Teufel products are exclusively available via direct sale  Business / revenue model: DTC manufacturer  Addressable market size: €5.8bn Key Corporate Facts Headquarters Berlin, Germany Founded 1979 Employees 100-1,000 Active Markets International Ownership Private - VCs Key Investors HG Capital Website teufelaudio.com Main Presentation Topics 1. Why we are the pirates of the audio market 2. The advantages of direct distribution 3. How we achieved a CAGR >20% Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Attendees @ NOAH Sascha Mallah Managing Director Joachim Wimmers Managing Director Matthias Paratsch GM Strategy & Corporate Projects Traffic Apr-16 Apr-17 Unique Users 323k 520k Visits 951k 961k Minutes 04:01 04:15 Sessions Mobile: 33% Desktop: 67% Mobile: 37% Desktop: 63% Apr 2017 Sources Direct 32%, Search 41%, Referrals 18%, Display Ads 5%, Other 4% 2016 Revenues €100-1,000m EBITDA Undisclosed
  • 126.
    DRAFT  Dr. ReinholdAchatz is Head of the Corporate Function Technology, Innovation and Sustainability at thyssenkrupp AG  In this position he is globally responsible to initiate and implement future oriented projects, to identify and leverage synergies between thyssenkrupp’s businesses and to define, implement and improve processes  He holds a degree in Electrical Engineering from the Friedrich-Alexander University in Erlangen-Nuremberg, a Ph.D. in Information Technology in Mechanical Engineering (Dr. Ing.), from the Technical University of Munich and was awarded an honorary advisory professorship from the Tsinghua University in Beijing, China Dr. Reinhold E. Achatz CTO Key Company Facts 126 Industrials, Automation & IoT Allianz Group’s Investment Arm Company Profile thyssenkrupp @ NOAH  thyssenkrupp is a diversified industrial group with traditional strengths in materials and a growing share of capital goods and service businesses  Over 156,000 employees in nearly 80 countries work with passion and technological know-how to develop high-quality products and intelligent industrial processes and services for sustainable progress  Our business operations are organized in six business areas: Components Technology, Elevator Technology, Industrial Solutions, Materials Services, Steel Europe and Steel Americas  Business / revenue model: Manufacturing Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Dr. Reinhold E. Achatz CTO Key Corporate Facts Headquarters Essen, Germany Founded 1999 Employees Over 1,000 Active Markets Global Ownership Public EPA Company Presentation Click here to download Website thyssenkrupp.com Valuation Data and Financials Market Cap €12.2bn Traffic Apr-16 Apr-17 Unique Users 113k 127k Visits 302k 256k Minutes 03:30 02:57 Sessions Mobile: 28% Desktop: 72% Mobile: 26% Desktop: 74% Apr 2017 Sources Direct 27%, Search 28%, Referrals 41%, Other 4% Source: FactSet (financial and valuation data as of 16/05/2017) 2016 2017 Growth Revenues €39.7bn €41.1bn (5%) EBITDA €2.6bn €2.9bn 10% Margin 7% 7% - EV/EBITDA 6.8x 6.1x (9%) P/E 83.1x N/A - Speaker Profile
  • 127.
    DRAFT  Clare wasappointed as CEO of Trainline in June 2014 and has since led significant digital innovation aimed to deliver a seamless customer experience, especially through mobile and AI technology  Clare has also expanded Trainline to mainland Europe. Prior to Trainline, Clare spent 10 years at eBay, latterly as VP UK/Greater Europe, where she led a period of exceptional growth  Before eBay, Clare was at Boston Consulting Group in London and Unilever  Clare holds a Bachelor of Commerce (International) degree from University College Dublin, and was ranked amongst ‘Europe’s Top 40 under 40’ leaders in 2012 Clare Gilmartin CEO Key Company Facts 127 Travel & Tourism Digital Rail Mobility Platform Company Profile Trainline @ NOAH  Trainline is the world’s leading independent digital rail platform  We sell tickets worldwide on behalf of 86 train companies, helping our customers make more than 125,000 journeys every day in and across 24 countries  We are a one-stop shop for rail travel, bringing together major train companies onto one platform, providing our customers with a complete set of travel options and offering unique, AI driven travel information and travel recommendations  Business / revenue model: Ticket commissions  Addressable market size: $230bn (Global Rail Market) Attendees @ NOAH Clare Gilmartin CEO Main Presentation Topics 1. How Trainline is pioneering smarter train travel using AI 2. How smarter train travel is growing the rail industry 3. The positive impact of 'more rail travel' on economies and the environment Key Corporate Facts Headquarters London, UK Founded 1997 Employees 100-1,000 Active Markets International Ownership Private - VCs Key Investors KKR Previous NOAH Content Trainline at NOAH Website trainline.com; trainline.eu Speaker Profile Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest Other disruptive tech-led brands with opportunities for cross-sell Investor Interest No specific needs Key Hires Interest Scaling globally and keen to continue hiring best in class talent, particularly in tech and marketing Traffic 2017 Monthly Users 16.5m Monthly Visits >45m Monthly Sessions Mobile: >75% Desktop: <30% 2016 Revenues Over 1,000m EBITDA €11-50m Key Operating KPIs Tickets Sold per Minute 100 YoY Growth on App Transactions 120% Ticket Sales Processed per Year £2.3bn
  • 128.
    DRAFT Speaker Profile  RolfSchrömgens is an innovative German entrepreneur, who is best known for his role as Founder and MD for trivago  Pushing the boundaries of data-driven product development and rethinking the way that tech companies nurture and develop their talents are among his expertise  Parallel to spending his time at trivago, he held a position of President of the Entrepreneur’s Organization in Germany.  Previously, Rolf was head of VP Product & Strategy at Ciao.com  Born and raised in Mönchengladbach, Rolf attended HHL (Leipzig Graduate School of Management) Rolf Schrömgens Founder & CEO Key Company Facts 128 Travel & Tourism Global Hotel Search Platform Company Profile trivago @ NOAH  Founded in 2005 and headquartered in Dusseldorf, Germany, trivago is a global hotel search platform, focused on reshaping the way travelers search for and compare hotels  trivago’s mission is to “be the traveler’s first and independent source of information for finding the ideal hotel at the lowest rate.  As of September 30, 2016, trivago’s global hotel search platform offered access to approximately 1.3 million hotels in over 190 countries  trivago’s platform can be accessed globally via 55 localized websites and apps in 33 languages  Business / revenue model: Commissions Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Rolf Schrömgens Founder & CEO Axel Hefer CFO Sydney Burdick Corporate Communications Key Corporate Facts Headquarters Düsseldorf, Germany Founded 2005 Employees Over 1,000 Active Markets Global Ownership Public NASDAQ Company Presentation Click here to download Previous NOAH Content trivago at NOAH Website trivago.com Key Operating KPIs Qualified Referrals Q1 2017 177.2m Revenue per Qualified Referral Q1 2017 €1.49 Return on Advertising Spend Q1 2017 121% Q1 2016 Q1 2017 Growth Revenues €159m €268m 68% EBITDA €7.7m €19.3m 151% Margin 5% 7% 2% Valuation Data and Financials Approx. Market Cap €6.4bn Net Debt €241m Approx. EV €6.3bn Traffic Apr-16 Apr-17 Unique Users 2.5m 11.9m Visits 14.9m 18.9m Minutes 04:36 04:14 Sessions Mobile: 73% Desktop: 27% Mobile: 69% Desktop: 31% Apr 2017 Sources Direct 31%, Search 48%, Referrals 14%, Display Ads 5%, Other 2% Source: FactSet (financial and valuation data as of 16/05/2017)
  • 129.
    DRAFT Speaker Profile  Friedrichbecame sole Chief Executive of TUI Group in February 2016, after an interim period as CEO following the merger of TUI AG and TUI Travel PLC in December 2014  Prior to joining TUI AG Friedrich was Chief Executive Officer of Vodafone Germany from 2005 until September 2012, in charge of the largest operating company in the global Vodafone Group  At an international level, Joussen was a member of the Board of the Group-owned venture capital company Vodafone Ventures and was a member of the CEO Council and the Strategy Board of the Vodafone Group  He studied electrical engineering at RWTH Aachen University and graduated as an engineer. After graduation Joussen gained some initial professional experience in Portland/Oregon (USA) Friedrich Joussen CEO Key Company Facts 129 Travel & Tourism Multinational Travel and Tourism Company Company Profile TUI Group @ NOAH  TUI Group is the world's leading tourism business, consisting of a large portfolio of strong tour operators, 1,600 travel agencies and leading online portals, five tour operator airlines with around 150 aircrafts, more than 300 hotels with around 214,000 beds, 14 cruise liners and incoming agencies in all major destinations around the globe  This integrated offering enables us to provide our 20 million customers with an unparalleled experience  Global responsibility for sustainable economic, environmental and social activity is the core of Group’s corporate culture  Flexible model with a balanced portfolio of businesses, which further enhances resilience Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Friedrich Joussen CEO Key Corporate Facts Headquarters Hanover, Germany Founded 1923 Employees Over 60,000 Active Markets Global Ownership Public EPA Company Presentation Click here to download Website tuigroup.com Key Operating KPIs Customers 20m Travel Agencies 1,600 2016 2017 Growth Revenues €14.8bn €15.7bn 6% EBITDA €1.2bn €1.3bn 9% Margin 8% 8% - Valuation Data and Financials EV €7.9bn Source: FactSet (financial and valuation data as of 02/06/2017)
  • 130.
    DRAFT  A digitalmarketer by background, Peter is CEO of TUNE, the enterprise platform for mobile marketing  ​As CEO, Peter took TUNE’s first mobile products to market in 2012 and raised $36.4m to date with Accel Partners, Icon Ventures, and others while continuing to run a profitable organization  In 2015, Peter led the launch of the TUNE Marketing Console, a game-changing product for marketers. With the TUNE Marketing Console, the entire marketing organization has one unified dashboard, a command center for driving unparalleled results on mobile Peter Hamilton CEO Key Company Facts 130 B2B & SaaS Analytics Enterprise Platform for Mobile Marketing Company Profile Tune @ NOAH  Founded and initially bootstrapped by twin brothers Lucas and Lee Brown, TUNE is the Seattle-based attribution analytics company behind the products MobileAppTracking (MAT) and HasOffers  With a mission to make mobile marketing better for everyone, TUNE creates SaaS products to help marketers manage performance advertising relationships across mobile and desktop  Named the 63rd fastest growing company by Inc. 500 in 2013 and a top 10 mobile advertising company by VentureBeat, TUNE is backed by Accel Partners (investment led by Rich Wong) and has more than 200 employees with additional offices in San Francisco, NYC, Seoul, Tel Aviv, and London  Business / revenue model: SaaS, subscription-based Speaker Profile Traffic Apr-16 Apr-17 Unique Users 177k 209k Visits 625k 571k Minutes 02:35 02:59 Sessions Mobile: 34% Desktop: 66% Mobile: 28% Desktop: 72% Apr 2017 Sources Direct 29%, Search 31%, Referrals 23%, Mail 8%, Display Ads 7%, Other 2% Key Corporate Facts Headquarters Seattle, WA, US Founded 2009 Funding $36m Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Accel Partners, Icon Ventures, Founders’ Co-op Website tune.com Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Peter Hamilton CEO
  • 131.
    DRAFT  Kevin H.Johnson is an e-commerce veteran with a passion for digital marketing and education  Before joining Udemy, Kevin served as CEO of Ebates Inc., a leading e-commerce marketplace ranked as a top-fifteen U.S. e- commerce brand by eMarketer. Prior to that Kevin held leadership roles at Acxiom Digital, Netcentives, and the Boston Consulting Group  Kevin also co-founded and served as CEO of Passporta.com, an e-commerce business providing hard-to-find local specialties. He received an MBA from Stanford University and a BA from the University of California at Berkeley Kevin H. Johnson CEO Key Company Facts 131 Healthcare, Science & Learning Global Marketplace for Learning and Teaching Online Company Profile Udemy @ NOAH  Udemy was founded in 2010 with the aim of improving lives through learning  Udemy is a global marketplace for learning and teaching online where more than 15 million students learn from an extensive library of 45,000 courses taught by expert instructors in 80 different languages  Whether learning for professional development or personal enrichment, students can master new skills through self-paced, on-demand courses, while instructors have a way to share their knowledge with the world  For companies, Udemy for Business offers subscription access to a collection of business-relevant courses as well as a simple platform to host and distribute their own content in one central place. Udemy is privately owned and headquartered in San Francisco with offices in Ireland and Turkey  Business / revenue model: Commissions Attendees @ NOAH Kevin H. Johnson CEO Lea Bauer Head of DACH Main Presentation Topics N/A Key Corporate Facts Headquarters San Francisco, CA, US Founded 2010 Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Naspers, Stripes Group, NVP, Insight, Lightbank, 500 Startups Website udemy.com Speaker Profile Key Operating KPIs Students 15m Courses 45k Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs
  • 132.
    DRAFT Speaker Profile  Asthe CEO of WATTx, Bastian is responsible for shaping the concept and building an idea- and tech-driven company builder from scratch  Following a Master’s degree in Economics and Finance, Bastian started his professional career with BCG  His work predominantly focused on the energy industry and on developing as well as implementing new corporate strategies, driving holistic transformation efforts, as well as shaping new programs for corporate innovation  Bastian then moved to New York to drive the foundation of the BCG Bruce Henderson Institute Bastian Bergmann CEO Key Company Facts 132 Industrials, Automation & IoT IoT-focused Company Builder Company Profile WATTx @ NOAH  WATTx is a company builder focused on creating deep technologies in the world of the industrial and consumer IoT  A team of user experience researchers, designers, software and hardware engineers, data scientists, and business developers  WATTx identifies problems and find solutions, taking own ideas from concept to prototype to company formation in only a few months  As of May 2017, WATTx team has successfully launched two companies: Snuk (snuk.io) and Statice (statice.io)  Current focus areas include IoT in the context of commercial buildings, conversational interfaces, IoT Security, as well as IoT in Shipping  Business / revenue model: Incubator  Addressable market size: Estimated $11tn in 2025 Key Corporate Facts Headquarters Berlin, Germany Founded January 2016 Employees 26-50 Active Markets International Ownership Private Key Investors The Viessmann Group Product Presentation Click here to download Website wattx.io Traffic Apr-16 Apr-17 Unique Users <5k <5k Visits <5k <5k Minutes 01:07 13:32 Sessions Mobile: 0% Desktop: 100% Mobile: 0% Desktop: 100% Apr 2017 Sources Direct 40%, Search 49%, Referrals 4%, Social 7%, Other 0% Doing Business @ NOAH Service Provider Interest Offline Services • Corporate Lawyers • Notaries • Tax Advise Digital Services • Cloud Services • Data Management Platforms • Team & Project Management Partnerships Interest Investors as well as corporate partners to collaborate on venture building Key Hires Interest Founders for WATTx Ventures Main Presentation Topics 1. Deep technologies 2. Industrial and consumer IoT 3. Startups and company building Attendees @ NOAH Bastian Bergmann CEO
  • 133.
    DRAFT  A passionatefounder influenced by his entrepreneurial father from a very young age  After completing his studies at the University of St. Gallen in Switzerland, he moved to London where he played a leading role in building the fastest growing company of all time – Groupon  In 2014 he founded FinanceFox (currently wefox). wefox achieved the largest investment round in the insurtech sector in 2016  Julian’s vision for wefox is to revolutionise the insurance experience all over the world Julian Teicke CEO Key Company Facts 133 Fintech Service Platform for Insurance Company Profile wefox @ NOAH  The Insurtech company wefox was founded in Switzerland under the name FinanceFox in November 2014. wefox is an innovative and independent service platform for end customers, brokers and insurance companies. wefox combines expertise and extensive experience in the insurance market with the new possibilities from digital technologies. The service platform allows customers, brokers and insurance companies to manage insurance, finance and business products in the most intelligent and efficient manner  Since its operative start in Switzerland in September 2015, Germany in October 2015 and Austria in November 2016, over 100k insurance policy holders have joined the wefox community. The company, currently over 100 employees, has partnerships with brokers & insurance companies throughout Germany, Switzerland and Austria. Plans are in place for increased growth in established markets as well as further Internationalisation  Business / revenue model: Commissions Doing Business @ NOAH Service Provider Interest Analytics Partnerships Interest Affiliate, Insurance companies Investor Interest No specific needs Key Hires Interest Head of Product Attendees @ NOAH Julian Teicke CEO Main Presentation Topics 1. The wefox community 2. wefox's value add for brokers 3. Innovation partnerships with insurance companies Speaker Profile Key Operating KPIs Customers +125k Brokers +500 2016 Revenues €1-10m EBITDA Undisclosed Key Corporate Facts Headquarters Berlin, Germany Founded 2014 Funding +€30m Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors Horizons, Target Global, Salesforce, IDinvest, SpeedInvest Previous NOAH Content wefox at NOAH Website wefox.de
  • 134.
    DRAFT Speaker Profile  ClarkStacey is the co-founder and CEO of WildWorks  He began his career in interactive entertainment with Beyond Games,  In 2015, Clark co-founded the Utah Digital Entertainment Network, a non-profit corporation connecting digital media entrepreneurs to resources and mentoring, and promoting Utah as an international hub for digital entertainment development  Clark graduated from the University of Utah with a degree in English Literature and Philosophy Clark Stacey CEO Key Company Facts 134 Apps World Leading Online Games Developer Company Profile WildWorks @ NOAH  WildWorks (formerly Smart Bomb Interactive) is a leading developer of online worlds and free-to-play games for players of all ages  Founded in 2003 by game industry veterans, WildWorks builds and publishes blockbuster mobile, social and online games  In 2010, WildWorks launched Animal Jam, which has grown to become the world’s largest online social network for kids. Through a collaborative association with the National Geographic, Animal Jam incorporates rich factual content about science and animals, and provides free learning resources for teachers and parents through its “AJ Academy” portal. The mobile extension of this world, Animal Jam - Play Wild!, is consistently a top grossing iPad/iPhone game in the 'kids 9-11' and 'educational games' categories in the United States  Business / revenue model: Subscriptions  Addressable market size: $325m Key Corporate Facts Headquarters Salt Lake City, US Founded 2003 Employees 100-1,000 Active Markets International Product Infographic Click here to download Website wildworks.com Traffic Apr-16 Apr-17 Unique Users 5.83M 6.4MM Visits 25MM 22MMk Minutes 10:21 07:35 Sessions Mobile: 4% Desktop: 96% Mobile: 4% Desktop: 96% Apr 2017 Sources Direct 58%, Search 26%, Referrals 16%, Other 0% Doing Business @ NOAH Service Provider Interest Marketing • Other Partnerships Interest Media/content partnerships (revenue shares, video distributions, etc.) Investor Interest Open for discussions Key Hires Interest No specific needs Attendees @ NOAH Clark Stacey CEO Main Presentation Topics N/A
  • 135.
    DRAFT Speaker Profile  Avishaiis an experienced technology entrepreneur and developer  Prior to founding Wix in 2006, Avishai led several successful start-ups, including the software company AIT, which he founded in 1994 and sold in 1997. From AIT, Avishai then moved to co-found Sphera Corporation in 1998 (acquired by SWsoft, Inc. in 2007)  During this time Avishai was also VP Strategic Alliances at ArelCom. Avishai was part of the team that successfully sold this business in 2006  In addition to that, Avishai has also been the driving force behind the release of over 15 software products that have since been used by millions worldwide Avishai Abrahami Co-Founder & CEO Key Company Facts 135 B2B & SaaS SaaS Platform for Web Development Company Profile Wix.com @ NOAH  Wix.com is a leading global software platform for small businesses to operate online with over 107 million registered users worldwide  Wix was founded on the belief that the Internet should be accessible to everyone to develop, create and contribute. Through free and premium subscriptions, Wix empowers millions of businesses, organizations, professionals and individuals to take their businesses, brands and workflow online. Wix ADI, the Wix Editor and a highly curated App Market enable users to build and manage a fully integrated and dynamic digital presence  Wix's headquarters are in Tel Aviv with offices in Be'er Sheva, San Francisco, New York, Miami, Berlin, Vilnius, Kiev, and Dnepropetrovsk  Business / revenue model: Freemium / subscription  Addressable market size: Hundreds of millions Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs Investor Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Avishai Abrahami Co-Founder & CEO Key Corporate Facts Headquarters Tel Aviv, Israel Founded 2006 Employees Over 1,000 Active Markets Global Ownership Public NASDAQ Company Presentation Click here to download Previous NOAH Content Wix.com at NOAH Website wix.com Key Operating KPIs Total Collections 2016 $342m Registered Users 106m Premium Subscriptions 2.8m 2016 2017E Growth Revenues €259m €423- 427m 38-39% FCF €32m €67-68m Margin 13% 16% 85-88% P/FCF 115.6x 54-55x (53%) P/E N/M N/M - Valuation Data and Financials Market Cap €3.7bn Net Cash €145m EV €3.5bn Source: FactSet (financial and valuation data as of 16/05/2017)
  • 136.
    DRAFT  Robert Gentzis co-founder and member of the management board at Zalando SE, Europe’s leading online fashion platform  He’s responsible for the retailer’s tech business as well as strategy and management of new business  Robert founded Zalando together with his partner David Schneider in 2008 in Berlin  Before this, he studied Business Administration at the WHU – Otto Beisheim Graduate School of Management, graduating in 2007 Robert Gentz Co-Founder and Member of the Management Board Key Company Facts 136 Luxury & Fashion Europe’s Leading Online Fashion Platform Company Profile Zalando @ NOAH  Zalando is Europe’s leading online fashion platform for women, men and children. We offer our customers a one-stop, convenient shopping experience with an extensive selection of fashion articles including shoes, apparel and accessories, with free delivery and returns  Our assortment of over 1,500 international brands ranges from popular global brands, fast fashion and local brands, and is complemented by our private label products  Our localized offering addresses the distinct preferences of our customers in each of the 15 European markets we serve  Our logistics network with four centrally located fulfillment centers in Germany allows us to efficiently serve our customers throughout Europe, supported by warehouses in Northern Italy and France with a focus on local customer needs  Business / revenue model: Online retailer Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest See https://jobs.zalando.com Main Presentation Topics Future of fashion e-commerce Attendees @ NOAH Robert Gentz Co-Founder and Member of the Management Board Key Corporate Facts Headquarters Berlin, Germany Founded 2008 Employees More than 12,000 Active Markets 15 markets in Europe Ownership Public Previous NOAH Content Zalando at NOAH Website zalando.com 2016 2017 Growth Revenues €3.6bn €4.5bn 5% EBITDA €260m €320m 23% Margin 7% 7% - EV/EBITDA 34.2x 27.8x (19%) P/E 80.0x 55.2x (31%) Valuation Data and Financials Market Cap €9.8bn Source: FactSet (financial and valuation data as of 16/05/2017) Note: 2017 financials are FactSet estimates and do not represent official Zalando data Key Operating KPIs Visits per month 200m Active Customers Q1 2017 20.4m Speaker Profile
  • 137.
    DRAFT  Mikkel Svaneis the CEO and founder of Zendesk. He has served as CEO and a member of the board of directors since August 2007. He was appointed Chair of the board of directors in January 2014.  A Dane-turned-San Franciscan, Mikkel in 2009 moved the company from Copenhagen to San Francisco. He keeps Zendesk’s Danish design roots at the center of the product while growing the number of people using it to hundreds of millions worldwide  He holds an A.P. in marketing management from Arhus Kobmandsskole Mikkel Svane CEO Key Company Facts 137 B2B & SaaS Global Customer Service Software Company Company Profile Zendesk @ NOAH  Zendesk Inc. is a global customer service software company headquartered in San Francisco, California  Zendesk builds software to help companies improve customer relationships through higher customer engagement and better customer insights  Zendesk's family of products represent the shift the company has made from a single customer service product to a unified consortium of products that are all focused on improving customer relationships  All of the products in the Zendesk family work closely together through a common user interface and are being developed to provide a single login and a shared customer data platform. The family includes: Support, Guide, Connect, Explore, Help Center, Chat, Talk, and Message  Business / revenue model: SaaS, subscription-based Doing Business @ NOAH Service Provider Interest No specific needs Partnerships Interest No specific needs M&A Interest No specific needs Key Hires Interest No specific needs Main Presentation Topics N/A Attendees @ NOAH Mikkel Svane CEO Key Corporate Facts Headquarters San Francisco, CA, US Founded 2007 Employees Over 1,000 Active Markets Global Ownership Public NYSE Company Presentation Click here to download Previous NOAH Content Zendesk at NOAH Website zendesk.com 2016 2017 Growth Revenues €312m €421m 35% EBITDA €6m €13m 97% Margin 2% 3% 1% Valuation Data and Financials Market Cap €2.4bn Traffic Apr-16 Apr-17 Unique Users 16.5m 31.8m Visits 61.2m 62.9m Minutes 07:48 08:13 Sessions Mobile: 35% Desktop: 65% Mobile: 34% Desktop: 66% Apr 2017 Sources Direct 35%, Search 24%, Referrals 33%, Mail 6%, Other 2% Key Operating KPIs Paid Customer Accounts Q1 2017 +100k Speaker Profile Source: FactSet (financial and valuation data as of 16/05/2017)