<s
 @NOAHConference
 @noah_conference
 @noah-conference
 @NOAHConference
FOLLOW USONSOCIAL
September 2018
Pilot in Stockholm,
Sweden
June 2019
Leader in European
micromobility
1.2m+
users
3m+
rides
21
cities
Leading
community with
policymakers
and partners
Full ownership
of tech stack
Launched in 10 markets
Fast execution and results oriented culture has
allowed Voi to scale significantly over 9 months
Sweden Portugal Norway France Austria
Spain Denmark Finland Germany Switzerland
What I learned from 20 years+ in the car industry
Change in the car industry; Daimler MBUX 2019
Platform.
We are building an end-to-end tech solution
Scooters
E-bikes
E-mopeds
E-pods
APIs
Fleet Management
IoT Tech
Backend
Data
App
Full solution for tech developed internally Essentially building competitive moat
ü From logistics to user support –
from road condition and
navigation on vehicles to
advanced diagnostics over the
air.
ü Gives us the best opportunity to
drive change – and set our own
pace.
7
Team
Enabled by our strong team
May 2019June 2018
ü 2 ppl tech team
ü Get scooters on
the street
ü 60 ppl team
ü Lean Machine, Scaled
Agile
ü New features
ü AI-backed fleet
management
ü …
How the VOI approach
pushes us to develop
Being a long-term partner of
cities across Europe requires us
to understand cities needs
City
relationships
Consumer demand is constantly
changing- we keep our ear to the
ground at all times
Consumer
centric -
agile
Industry
Collaboration
Leading standardization and
collaboration efforts
Data.
Voi rides Helsinki launch week
March 2019
12
Unprecedented data on
people flows
Day-to-day used
throughout firm
Piloting partner
agreement where
we drive physical
foot traffic to retail
stores
Lower cost to park
for user, Voi paid by
partner for each user
Already live with a
major grocery chain
in the Nordics
Data science is rapidly improving ops performance
Example from Stockholm, Sweden:
Understanding average number of rides per day in each start-of-day node
location allows for optimization and immediate utilization growth
Collaboration.
Nordic Micromobility Association
Voi to supply and operate Stockholm e-bikes
16
7,500 bikes
500 cargo bikes
Largest system in Europe
Partnerships
<s
Selected Completed NOAH Transactions
Focus on Leading European Internet companies
Covering over 400 companies across 25 online
verticals, a broad range of over 500 investors as
well as 100+ online-focused corporates
Deep understanding of industry dynamics
Ability to add value beyond banking advice
Facilitates overall process and minimizes
management distraction
NOAH Advisors is globally well connected
and has direct access to virtually all key
players in the industry
Knowledge of and strong relationships with
potential buyers’ key decision makers
Proactively finds and unlocks attractive
investment opportunities for leading investors
Annual NOAH Conference in its 10th year
Over 40 years of combined relevant M&A experience
Routine execution of M&A and financing transactions
with sizes of several billion euros
30 successfully completed NOAH Advisors transactions
underline successful transfer of M&A competencies to
the Internet sector
Entrepreneurial mind-set, focused on growing the
business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures align
interests of clients and NOAH Advisors, and demonstrate
conviction to deliver top results
Creative deal solutions
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE®
The NOAH Advisors Core Banking Team
Marco Rodzynek
Managing Director & Founder
Jan Brandes
Managing Director
Nikhil Parmar
Director
Olek Skwarczek
Associate
Lukas Schlund
Analyst
December 2014 October 2014
Sale of 100% of
for $800m to
Exclusive Financial Advisor to
Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to
Trovit and its Shareholders
October 2016
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
December 2016
August 2017
Financial Advisor to Silver Lake
Financial Advisor to EMK Capital
Investment in
Acquisition of a Majority Stake in
by
by
at a valuation of $200m
November 2019 July 2019
September 2018
Financial Advisor to MagicLab
Financial Advisor to AU10TIX
and its shareholders
Financial Advisor to 10bis
and its shareholders
Acquisition of a 79% stake in $60m Investment in
Sale of 100% in
by
at a valuation of ~$3 billion
at a valuation of $260m by
for €135m to
10Bis

VOI - NOAH19 Berlin

  • 1.
  • 2.
     @NOAHConference  @noah_conference @noah-conference  @NOAHConference FOLLOW USONSOCIAL
  • 3.
    September 2018 Pilot inStockholm, Sweden June 2019 Leader in European micromobility 1.2m+ users 3m+ rides 21 cities Leading community with policymakers and partners Full ownership of tech stack Launched in 10 markets Fast execution and results oriented culture has allowed Voi to scale significantly over 9 months Sweden Portugal Norway France Austria Spain Denmark Finland Germany Switzerland
  • 4.
    What I learnedfrom 20 years+ in the car industry
  • 5.
    Change in thecar industry; Daimler MBUX 2019
  • 7.
  • 8.
    We are buildingan end-to-end tech solution Scooters E-bikes E-mopeds E-pods APIs Fleet Management IoT Tech Backend Data App Full solution for tech developed internally Essentially building competitive moat ü From logistics to user support – from road condition and navigation on vehicles to advanced diagnostics over the air. ü Gives us the best opportunity to drive change – and set our own pace. 7
  • 9.
  • 10.
    Enabled by ourstrong team May 2019June 2018 ü 2 ppl tech team ü Get scooters on the street ü 60 ppl team ü Lean Machine, Scaled Agile ü New features ü AI-backed fleet management ü …
  • 11.
    How the VOIapproach pushes us to develop Being a long-term partner of cities across Europe requires us to understand cities needs City relationships Consumer demand is constantly changing- we keep our ear to the ground at all times Consumer centric - agile Industry Collaboration Leading standardization and collaboration efforts
  • 12.
  • 13.
    Voi rides Helsinkilaunch week March 2019 12 Unprecedented data on people flows Day-to-day used throughout firm Piloting partner agreement where we drive physical foot traffic to retail stores Lower cost to park for user, Voi paid by partner for each user Already live with a major grocery chain in the Nordics
  • 14.
    Data science israpidly improving ops performance Example from Stockholm, Sweden: Understanding average number of rides per day in each start-of-day node location allows for optimization and immediate utilization growth
  • 15.
  • 16.
  • 17.
    Voi to supplyand operate Stockholm e-bikes 16 7,500 bikes 500 cargo bikes Largest system in Europe
  • 18.
  • 19.
  • 20.
    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 10th year Over 40 years of combined relevant M&A experience Routine execution of M&A and financing transactions with sizes of several billion euros 30 successfully completed NOAH Advisors transactions underline successful transfer of M&A competencies to the Internet sector Entrepreneurial mind-set, focused on growing the business and establishing a reputation for excellence Ability to deliver top results in short time frames Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results Creative deal solutions Unique Industry Know-How Unmatched Network and Relationships Strong Investment Banking Competence Full Commitment - We Are Entrepreneurs! EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE® The NOAH Advisors Core Banking Team Marco Rodzynek Managing Director & Founder Jan Brandes Managing Director Nikhil Parmar Director Olek Skwarczek Associate Lukas Schlund Analyst December 2014 October 2014 Sale of 100% of for $800m to Exclusive Financial Advisor to Fotolia and the Selling Shareholders Sale of 100% of for €80m to Exclusive Financial Advisor to Trovit and its Shareholders October 2016 Investment in Exclusive Financial Advisor to KäuferPortal and its Shareholders by 84% Ownership December 2016 August 2017 Financial Advisor to Silver Lake Financial Advisor to EMK Capital Investment in Acquisition of a Majority Stake in by by at a valuation of $200m November 2019 July 2019 September 2018 Financial Advisor to MagicLab Financial Advisor to AU10TIX and its shareholders Financial Advisor to 10bis and its shareholders Acquisition of a 79% stake in $60m Investment in Sale of 100% in by at a valuation of ~$3 billion at a valuation of $260m by for €135m to 10Bis