WWW.UNLOCKD.COM
UNLOCKD.COM
NOAH London
November 2016
GET YOUR TICKET TODAY!
www.noah-conference.com
2-3
Tempodrom, Berlin Old Billingsgate, London
NOV201722-23 JUN2017
SAVE THE DATE
2016 ESTIMATES
$542.55
BILLIONEmarketer,
2016
GLOBAL AD SPEND
$0
$100
$200
$300
$400
$500
$600
$700
$800
TOTALMEDIA AD SPENDING WORLDWIDE
2014
Total Media Ad Spending Worldwide
2015 2016 2017 2018 2019 2020
*Source: eMarketer
DIGITAL MARKET
THE MODEL IS BROKEN
1 2
103%
FIRST ACCESS TO THE CONSUMER HAS PERMANENTLY CHANGED
MOBILE IS THE GLUE
LENS TO OUR LIVES
7 P’S OF MOBILITY
• PORTABLE
• PERVASIVE
• POWER
• PRECISION
• PERSONAL
• PACE
• PRIVACY
• Smartphonepenetrationto reach
developingnation marketswith
lowcost androidhandsets
• Ad-fundedmodelstoreduce bills
andmakephones accessibletoALL
• Majorbrandsfollowing
Unlockd’sleadwith ad-funded
product:
THE FUTURETHE PRESENTTHEPAST
• Modelwas“Payperusage”
• Expensive
• Poorfunctionality
• Smartphonerevolution “Capped
plans”tookoverpayperusemodels
• Datausageincreasing
exponentially
CONSUMERS & THE MARKET ARE NOW EMBRACING
AD-FUNDED MODELS
THE NEW MODEL : “WIN-WIN-WIN”
VALUE PROPOSITION FOR ALL STAKEHOLDERS
CONSUMER
• Reducedphonebills
• Curatedandrelevantads,promotions and
contentbasedongeo-location andotherappdata
• Exclusivebonusopportunities
TELCO
• Newrevenuesources
• Reducechurn
• EnhanceARPU
• Increasedcustomersatisfaction
• Enhancedpricecompetitiveness
• WhitelabelnotB2C/B2E
ADVERTISERS/CONTENT
• Firstaccesstomobileconsumer atahighly
engagedmoment
• Full-screenunittotellstory/ message
• Geographic,interestand demographic
consumertargeting
WELCOME TO UNLOCKD
PAST www.domain.com
NOW Facebook walled garden
FUTURE Unlockd screen first
UNLOCKD’S VISION
“FOREVER CHANGE THE WAY
PEOPLE USE AND PAYWITH THEIR
MOBILE DEVICES”
UNLOCKD’S MISSION
“CREATING THE WORLD’S LARGEST AD &
CONTENT-DRIVEN VIRTUAL CURRENCY,
RETURNING $500M TO
THE COMMUNITY BY 2025”
HOW UNLOCKD
WORKS
PLATFORM
TELCO
THE UNLOCKD MODEL
WIN – WIN - WIN
FIRSTTO
CUSTOME
R
REACH
TELCO ADSPEND
FINALLY
USER = VALUEEXCHANGE
+BENEFITUSER RECEIVES
PHONEDISCOUNT
TELCOREVENUE
SHARE FROMUNLOCKD
AD TECHEXCHANGES
&PARTNERS
ADVERTISING
SPEND
UNLOCK
D
PLATFOR
M
UNLOCKD HAS MADE SIGNIFICANT PROGRESS
IN ONLY 9 MONTHS SINCE COMMERCIAL LAUNCH
• HIGHERECPMS VERSUS
EXCHANGE AVERAGE AS A
RESULT OF OVERALL
HIGHERENGAGEMENT
• COMPOUND MONTHLY
REVENUE GROWTHIN THE
LASTQUARTER
• MAJORTELCOMARKETS
ALREADYLAUNCHED(USA,UK,
JAMAICA&AUSTRALIA)
• DISCUSSIONSWITHEXISTING
PARTNERSTO ROLLOUTIN
THEIROTHERMARKETS
• MORE TERM SHEETS SIGNED
(INDIA AND UAE)
• X2 MORE TERM SHEETS IN
ADVANCE STAGES OF
NEGOTIATION
19% 30%
THE PRODUCT RESONATES
WITH CONSUMERS
(JUN102016)
“Greatidea!... I’m really open minded to
view advertsonmyphoneit’sagreatidea.
AndI’mnowsaving£9amonthover 3
contracts,and onlypaying£12amonthfor
my£15handset.”
(JUL132016)
“Easyas 123 Love the
opportunityto beapart
of BoostDealz. Enjoying my family plan
services.Thanks.” “At Tesco Mobile we’re committed to offering customersgreat
value, simplicity and choice with exceptionalrewards.
Tesco Mobile Xtras, powered by Unlockd’sunique platform,
provides our customers with even more choice and value.
The opportunity for our customers to save moneyontheir
phonebillinexchangeforlearningaboutproductsandservices
relevanttothemisa firstinthe UK market and we’re excited
to exclusively offer this value to ourcustomers”
AnthonyVollmer-CEOofTescoMobile
(SEP242016)
“Amazingdeals,almostpaidoff
myphonewithafewclicks.”
0%
2%
4%
6%
8%
10%
12%
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
% of Tesco Subs Signed Up
Thank you
Matt Berriman
CEO & Co-Founder
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
24 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
September 2015
December 2014
September 2014
October 2014
May 2014
Sale of a 70% stake in
to
Exclusive Financial Advisor to
Drushim and its Shareholders
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
May 2016
Investment in
by
Financial Advisor to Oakley Capital
Exclusive Financial Advisor to
10Bis and its Shareholders
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
Justus Lumpe
Managing Director
justus.lumpe@noah-advisors.com
The NOAH Advisors Core Banking Team
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com
10Bis Drushim
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

Unlockd - NOAH16 London

  • 1.
  • 2.
    GET YOUR TICKETTODAY! www.noah-conference.com 2-3 Tempodrom, Berlin Old Billingsgate, London NOV201722-23 JUN2017 SAVE THE DATE
  • 3.
    2016 ESTIMATES $542.55 BILLIONEmarketer, 2016 GLOBAL ADSPEND $0 $100 $200 $300 $400 $500 $600 $700 $800 TOTALMEDIA AD SPENDING WORLDWIDE 2014 Total Media Ad Spending Worldwide 2015 2016 2017 2018 2019 2020 *Source: eMarketer
  • 4.
    DIGITAL MARKET THE MODELIS BROKEN 1 2 103%
  • 5.
    FIRST ACCESS TOTHE CONSUMER HAS PERMANENTLY CHANGED
  • 6.
    MOBILE IS THEGLUE LENS TO OUR LIVES 7 P’S OF MOBILITY • PORTABLE • PERVASIVE • POWER • PRECISION • PERSONAL • PACE • PRIVACY
  • 7.
    • Smartphonepenetrationto reach developingnationmarketswith lowcost androidhandsets • Ad-fundedmodelstoreduce bills andmakephones accessibletoALL • Majorbrandsfollowing Unlockd’sleadwith ad-funded product: THE FUTURETHE PRESENTTHEPAST • Modelwas“Payperusage” • Expensive • Poorfunctionality • Smartphonerevolution “Capped plans”tookoverpayperusemodels • Datausageincreasing exponentially CONSUMERS & THE MARKET ARE NOW EMBRACING AD-FUNDED MODELS
  • 8.
    THE NEW MODEL: “WIN-WIN-WIN” VALUE PROPOSITION FOR ALL STAKEHOLDERS CONSUMER • Reducedphonebills • Curatedandrelevantads,promotions and contentbasedongeo-location andotherappdata • Exclusivebonusopportunities TELCO • Newrevenuesources • Reducechurn • EnhanceARPU • Increasedcustomersatisfaction • Enhancedpricecompetitiveness • WhitelabelnotB2C/B2E ADVERTISERS/CONTENT • Firstaccesstomobileconsumer atahighly engagedmoment • Full-screenunittotellstory/ message • Geographic,interestand demographic consumertargeting
  • 9.
    WELCOME TO UNLOCKD PASTwww.domain.com NOW Facebook walled garden FUTURE Unlockd screen first
  • 10.
    UNLOCKD’S VISION “FOREVER CHANGETHE WAY PEOPLE USE AND PAYWITH THEIR MOBILE DEVICES” UNLOCKD’S MISSION “CREATING THE WORLD’S LARGEST AD & CONTENT-DRIVEN VIRTUAL CURRENCY, RETURNING $500M TO THE COMMUNITY BY 2025”
  • 11.
  • 12.
    PLATFORM TELCO THE UNLOCKD MODEL WIN– WIN - WIN FIRSTTO CUSTOME R REACH TELCO ADSPEND FINALLY USER = VALUEEXCHANGE +BENEFITUSER RECEIVES PHONEDISCOUNT TELCOREVENUE SHARE FROMUNLOCKD AD TECHEXCHANGES &PARTNERS ADVERTISING SPEND UNLOCK D PLATFOR M
  • 13.
    UNLOCKD HAS MADESIGNIFICANT PROGRESS IN ONLY 9 MONTHS SINCE COMMERCIAL LAUNCH • HIGHERECPMS VERSUS EXCHANGE AVERAGE AS A RESULT OF OVERALL HIGHERENGAGEMENT • COMPOUND MONTHLY REVENUE GROWTHIN THE LASTQUARTER • MAJORTELCOMARKETS ALREADYLAUNCHED(USA,UK, JAMAICA&AUSTRALIA) • DISCUSSIONSWITHEXISTING PARTNERSTO ROLLOUTIN THEIROTHERMARKETS • MORE TERM SHEETS SIGNED (INDIA AND UAE) • X2 MORE TERM SHEETS IN ADVANCE STAGES OF NEGOTIATION 19% 30%
  • 14.
    THE PRODUCT RESONATES WITHCONSUMERS (JUN102016) “Greatidea!... I’m really open minded to view advertsonmyphoneit’sagreatidea. AndI’mnowsaving£9amonthover 3 contracts,and onlypaying£12amonthfor my£15handset.” (JUL132016) “Easyas 123 Love the opportunityto beapart of BoostDealz. Enjoying my family plan services.Thanks.” “At Tesco Mobile we’re committed to offering customersgreat value, simplicity and choice with exceptionalrewards. Tesco Mobile Xtras, powered by Unlockd’sunique platform, provides our customers with even more choice and value. The opportunity for our customers to save moneyontheir phonebillinexchangeforlearningaboutproductsandservices relevanttothemisa firstinthe UK market and we’re excited to exclusively offer this value to ourcustomers” AnthonyVollmer-CEOofTescoMobile (SEP242016) “Amazingdeals,almostpaidoff myphonewithafewclicks.” 0% 2% 4% 6% 8% 10% 12% Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 % of Tesco Subs Signed Up
  • 16.
  • 17.
    Selected Completed NOAHTransactions 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 24 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 September 2015 December 2014 September 2014 October 2014 May 2014 Sale of a 70% stake in to Exclusive Financial Advisor to Drushim and its Shareholders 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 May 2016 Investment in by Financial Advisor to Oakley Capital Exclusive Financial Advisor to 10Bis and its Shareholders ® Marco Rodzynek Managing Director & Founder marco.rodzynek@noah-advisors.com Jan Brandes Managing Director jan.brandes@noah-advisors.com Justus Lumpe Managing Director justus.lumpe@noah-advisors.com The NOAH Advisors Core Banking Team Nikhil Parmar Director nikhil.parmar@noah-advisors.com 10Bis Drushim 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