Thasos Group provides data intelligence services using anonymized mobile location data from app publishers. They deliver daily time-series data feeds on topics like retail foot traffic and customer demographics to hedge funds, banks, and other customers. NOAH Advisors is an M&A boutique that facilitates funding and transactions for European digital companies. Their annual NOAH conference brings together executives, investors, and startups.

1. THASOS GROUP
NOAH 2018 Berlin
Greg Skibiski
Founder & CEO

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

3. Thasos Group: Data Intelligence
• Six years old, spun out of MIT Media Lab
• Sources anonymized geolocation data from mobile phone app publishers
• Makes the software platform to correct, combine, normalize & validate
• Delivers 500k time-series data feeds daily
• Customers: hedge funds, real estate investors, banks, insurance cos
Winner: Best Alternative Data Provider

4. Vitamins
• The company needs to find the customer, show the consumer that they
have a problem, and then convince them to purchase their solution.

5. MallStreams Thasos
MallStreams provides subscribers with daily customer visitation, derived from mobile
phone location data, to every individual mall owned or operated by the 30 largest
publicly traded retail REITs.
Time-consistent measurements
derived from mobile location data
info@thasos.com
www.thasos.com
Ticker coverage
AAT BFS CDR GGP KIM PEI RPT TCO VER WRE
AHH BRX DDR IARE KRG REG SKT UBA WDC:AU WRI
AKR CBL FRT JBGS MAC RPAI SPG UE WPG WSR
Key product features
▸ Mall foot traffic: Monitor visitation nation-wide by ticker or drill down into individual
properties. MallStreams supports data aggregation by property, ZIP code, city,
state, region, mall type, anchor stores, and major tenants.
▸ Mobile phone panel: Visitation is derived from a stable, time-consistent panel of
over 30 million phones.
▸ Historical length: Mall foot traffic data begins in August 2015.
▸ Data delivery: Weekly distribution with daily granularity in any format.
4,000+ individual properties
monitored in real-time
Add on our Attribution product
▸ Demographics: Income, age, and more describing mall visitation.
▸ Affinity: Cross-shopping patterns for mall visitors.
▸ Loyalty: New and regular customers.

6. Attribution Thasos
Attribution provides descriptive statistics for the individual phones that we observe at a
mall or other location of interest. For example, during April 60% of phones observed at
property A had a mean household income over $80,000 and were also observed at
property B at least twice.
Time-consistent measurements
derived from mobile location data
info@thasos.com
www.thasos.com
Key product features
▸ Demographics: For all phones at a target property, we provide the percentage of
those phones that share certain demographic attributes, including average
household income, age, gender, renter status, and married status, during a specified
time period.
▸ Affinity: For all phones observed at a target property, we provide the percentage of
those phones also observed at any other properties of interest during a specified
time period.
▸ Loyalty: For all phones observed at a target property, we provide the percentage of
those phones that are observed for the first time throughout our history (new
customers) and the percentages by frequency of observation (regular customers)
during a specified time period.
▸ Mobile phone panel: All observations are derived from a stable, time-consistent
panel of over 30 million phones.
▸ Historical length: Attribution insights begin in March 2016.
▸ Data delivery: Monthly distribution in any format.

7. ConsumerStreams Thasos
ConsumerStreams provides subscribers with daily customer visitation, derived from
mobile phone location data, to every individual store, restaurant, or other location
owned or operated by over 140 publicly listed companies.
Time-consistent measurements
derived from mobile location data
info@thasos.com
www.thasos.com
Ticker coverage
Key product features
▸ Foot traffic: Monitor visitation nation-wide by ticker or drill down into groups of
properties by ZIP code, city, state, region, brand, or subsidiary.
▸ Mobile phone panel: Visitation is derived from a stable, time-consistent panel of
over 30 million phones.
▸ Historical length: Data begins in August 2015.
▸ Data delivery: Weekly distribution with daily granularity in any format.
235,000+ individual
properties monitored
in real-time
AAN AAP AD AMC AN AZO BBBY BBY BGFV BIG BJRI BKS BLMN BOBE BURL
BWLD BYD CAKE CASY CBRL CHH CMG CNK CONN COST CVS CWH CZR DDS DENN
DG DIN DIS DKS DLTR DNKN DRI DSW DXLG EAT FAST FIVE FND FRED FUN
GME GNC GPI GWW H HD HDS HIBB HLT HOG HVT IMKTA ISLE JACK JCP
JWN KMX KR KSS LL LOCO LOW LQ LVS LZB M MAR MCD MFRM MGM
MIK MNRO MSM MTN MUSA NDLS ODP OLLI ORLY PAG PENN PIR PLAY PLCE PLKI
PLNT PNK PNRA POOL PRTY PSA QSR RAD RCII RGC RH RHP RLGY RMAX ROST
RRGB SAH SBUX SCSS SEAS SFM SFS SHAK SHLD SHW SIG SIX SONC SPLS SSI
STAY TCS TGT TJX TLRD TSCO TTS TUES TXRH ULTA VSI WBA WEN WFM WING
WMK WMT WYN WYNN YUM ZOES

8. Whole Foods Foot Traffic
• XXXX

9. Retail
• INTRO HERE
Retail
• INTRO HERE

10. Shopping Mall REITs

11. REITs
• Mall REITs, unknown foot traffic.

12. Nov 2016 à Nov 2017
TCO -32%
GGP -20%

13. • Trucking
• Manufacturing
• Education Services
• Airports
• Marine Ports
• Health Care Services
• Hospitals
• Distributors
• Hotels & Resorts
• Agricultural & Farming
• Theme Parks
• Industrials
• Employment
• International
• Apparel Retail
• Drug Retail
• Auto Dealers
• Computer & Electronics Retail
• Department Stores
• Malls
• Gas Stations
• Building Products
• Movies & Entertainments
• Home Improvement Retail
• Casinos & Gaming
• Restaurants
• Specialty Stores
• Auto Parts

14. Selected Completed NOAH Transactions
Focus on Leading European Internet companies
Covering over 400 companies across 25 online
verticals, a broad range of over 500 investors as
well as 100+ online-focused corporates
Deep understanding of industry dynamics
Ability to add value beyond banking advice
Facilitates overall process and minimizes
management distraction
NOAH Advisors is globally well connected
and has direct access to virtually all key
players in the industry
Knowledge of and strong relationships with
potential buyers’ key decision makers
Proactively finds and unlocks attractive
investment opportunities for leading investors
Annual NOAH Conference in its 8th year
Over 40 years of combined relevant M&A experience
Routine execution of M&A and financing transactions
with sizes of several billion euros
30 successfully completed NOAH Advisors transactions
underline successful transfer of M&A competencies to
the Internet sector
Entrepreneurial mind-set, focused on growing the
business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures align
interests of clients and NOAH Advisors, and demonstrate
conviction to deliver top results
Creative deal solutions
December 2014
September 2014
October 2014
May 2014
Sale of 100% of
for $800m to
Exclusive Financial Advisor to
Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to
Trovit and its Shareholders
Sale of controlling stake in
to
Exclusive Financial Advisor to
Facile.it and its Shareholders
sold 100% of
for $228m to a joint venture between
Exclusive Financial Advisor to Yad2
and its Shareholders
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE
September 2016October 2016
December 2016
Financial Advisor to Oakley Capital
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
The NOAH Advisors Core Banking Team
Acquisition of a Majority Stake in
by
from
at a valuation of €300m
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
Financial Advisor to Silver Lake
Investment in
by
August 2017
Financial Advisor to EMK Capital
Acquisition of a Majority Stake in
by
at a valuation of $200m
Aleksander Skwarczek
Analyst
aleksander.skwarczek@noah-advisors.com
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com