this is noah conference “one can do business! it´s a very...
TRANSCRIPT
Oliver Samwer CEO, Rocket Internet
100 Firms on NOAH17 London Main Stage
[ ] Companies presented on Main Stage
Of which [ ] Unicorns
Of the top 100 Internet Exits in last 5 years in Eu-rope by size, [%] passed through our stage
100 Firms on NOAH17 London Main Stage
[ ] Companies presented on Main Stage
Of which [ ] Unicorns
Of the top 100 Internet Exits in last 5 years in Eu-rope by size, [%] passed through our stage
120+ speakers at NOAH18 London main stage640 companies presented since 2009 (37 digital unicorns)Speakers are CEOs and foundersIncluding: Adyen, BlaBlaCar, Check24, Criteo, Deliveroo, Delivey Hero, Farfetch, Gett, HelloFresh,King.com, MoneySuperMarket, Scout24, Spotify, Stripe, TransferWise, Trivago, UBER, WeWork, Wix, Yandex, etc.
STARTUP STAGENOAH18 Berlin: #1 KIDSORTED, #2 Zana Technologies #1 Fintech Competition - FinCompareNOAH17 London: #1 The Work Crowd, #2 Misterporter, #3 EverdineNOAH17 Berlin: #1 Lalafo, #2 Bitbond, #3 TravelPerkNOAH16 London: #1 Beezer, #2 CodeMonkey, #3 EyefitUNOAH16 Berlin: #1 Fraugster, #2 123Sonography, #3 adMingle, #4 Scalable Capital, #5 Webdata Solutions
SEVENVENTURES PITCH DAYN15LON SnapCamN14LON Cashboard
THIS IS NOAH CONFERENCENOAH CONNECTS LEADERS AT ONE PLACE USING BEST-IN-CLASS CONFERENCES AND TECHNOLOGY TO EMPOWER THE EUROPEAN DIGITAL ECOSYSTEM
SPEAKERS AT NOAH HEARING THE STORY OF EUROPEAN DIGITAL LEADERS TO LEARN
90 x 6-min pitches at NOAH BerlinCEOs and founders from emerging companies less than 4 years oldLive audience of 100 (Berlin) to 200 (London), video live stream and inclusion in NOAH media library3 winners (online voting) present on main stage at next NOAHUnique track record of funding origination
By invitation only12,000+ unique attendees to date at NOAH Conferences23,000 viewers watch the recordings or live streamsVideos and presentations of all past conferencesCorporate champions attending regularly NOAH: Credit Suisse, Daimler, Deutsche Bank, Digital McKinsey, eBay, Facebook, Google, ING, Naspers, Porsche, Priceline, ProSiebenSat.1, TUI, etc.
OUR AUDIENCE IS OUR STAGE
NOAH18 LONDON
UKGermanyUSSpainSwitzerlandPolandOther
25%24%12%5%4%3%27%
C-LevelOwner, FounderInvestment PartnerOther
~75% senior decision makers
46%20%9%25%
VALUATION OF $100M+VALUATION OF $100M+MAIN STAGE: $100M MINIMUM VALUATION STARTUP STAGE FOR YOUNG EUROPEAN COMPANIES
WNNERS TO DATENOAH18 LONDON SPEAKER BOOK
ATTENDEES BY COUNTRY
ATTENDEES BY SENIORITY
It́ s a very good conference,one can do business!“ “
CLICK TO VIEW
N15BER WithingsN13LON GetYourGuide
NOAH CONNECTS CAPITAL AND ENTREPRENEURS TO INVEST, RAISE MONEY AND BUILD LONG TERM INVESTOR RELATIOSHIPS
NOAH hosts the top VC, Growth Capital and Buyout investors interested in Internet
We hosted on main stage 52% of the top 100 digital M&A Exits in Europe since the launch of NOAH Conference in Nov 2009
25+ Investors present their portfolio Stars on NOAH18 London Main Stage
500 unique investor funds attended NOAH to date
A classic session at NOAH since 2009
London 2018: Lakestar, Accel, TPG, DST Global, Permira and Holtzbrinck Ventures
100 - 150 detailled investor profiles with contact details and the NOAH Investor Book
We do the NOAH Investor Book since 2013
INVESTORS AT NOAH VC PANEL INVESTOR BOOK
NOAH18 LONDON INVESTOR BOOK
TOP INVESTORS COME TO NOAH REGULARLY! - Total Attendees over the Last 8 Years
CLICK TO VIEW
1.2.3.4.5.6.7.8.9.10.11.12.13.
14.15.16.17.18.19.20.21.22.23.24.25.26.
27.28.29.30.31.32.33.34.35.36.37.38.39.
40.41.42.
43.44.45.46.47.48.49.50.
LakestarHoltzbrinck VenturesIndex VenturesHellman & FriedmanKKRSevenVenturesTarget GlobalVitruvian PartnersGeneral AtlanticAccel PartnersBCG Digital VenturesTA AssociatesEQT Partners
Eight RoadsPermiraActon CapitalSummit PartnersPartech VenturesRocket Internete.venturesMCI CapitalAtlantic Labsbtov PartnersMacquarie CapitalInsight Venture PartnersTechnology Crossover Ventures
MarylandOakley CapitalEarlybird Venture CapitalProject A VenturesNGP CapitalPiton CapitalSpectrum Equity Investors10x.GroupFinLeapHPE Growth CapitaliLab VenturesHgCapitalAtomico
CoparionSpeedInvestCatalonia Trade & InvestmentFrog CapitalNorthzoneRheingau FoundersDN CapitalScottish Equity PartnersTPG CapitalLetterOne TechnologyRTP Global
105857775696967585553444241
40393836353533333130302929
28282727262625242424242322
222221
2121212020201919
PARTNERS
135 partners in 2017/2018 75 exhibition stands38 workshops
40 satellite events in 2017/2018 Speakers Dinner
450 trading comparables across 40 sectors 300+ most significant transactionsTraffic analysis of key B2C sectorsNOAH Disruptor List: hottest companies by funds raisedPublished since May 2015Click here to sign up
SATELLITE EVENTS NOAH BIBLE
CLICK TO VIEW
SERVICE PROVIDERS AT NOAH TO FIND NEW CUSTOMERS OR THE MOST PROVEN SOLUTIONS AND TOOLS
NETWORKING AT NOAH DO BUSINESS AND DON’T WASTE TIME AT CONFERENCES (WE ARE CURATING YOUR CONFERENCE VISIT)
MATCHMAKING
630+ INVESTMENT FUNDS
1,000+ INTERNET COMPANIES
An introduction platform for the most relevant inves-tors and companies ahead of NOAH London and Berlin:
Over 1,200 investor meetings requests about to get sent to 630 investors2,300 company meetings requests about to get sent to 1,000 leading digital companies at all stages
Meeting spaces on site 12 meeting locations – easy to find, live and on the floorplanMeeting rooms bookable on demand
MEETING ROOMS AT NOAH BERLIN
Over 9,000 messages and 7,000 meetings set up at NOAH BerlinThe app used by 75% of the conference attendeesNOAH Connect App Guide
NOAH CONFERENCE 2016-2018 HIGHLIGHTS TO WATCH
DARA KHOSROWSHAHICEO
AL GOREChairman
CHRISTOPH KEESECEO
Whitney Wolfe, Bumble Andrey Andreev, Badoo
Travis Kalanick, UberDr. Dieter Zetsche, Daimler
Investor PanelEMK Capital, Insight Venture
Partners, Target Global, iAngels
AUTO1 Group, Target Global, Allianz X, Deutsche Bank
Are you Ready for Take Off? Remo Gerber, Lilium
Florian Reuter, Volocopter
Dharmash Mistry, LakestarPeter Smith, Blockchain
Peter Altmaier, Federal Minister for Economic Affairs and Energy
Klaus Hommels, LakestarMarco Rodzynek, NOAH Advisors
Sebastiaan VaessenNaspers
Payal Kadakia, ClassPassAdam Valkin, General Catalyst
Niklas Östberg, Delivery HeroStefan Nicola, Bloomberg
Challengers Challengers
Champions
Source: Unicorn definition actual reported data where available and NOAH estimates.
Total Market Cap: $3tn
Unicorns
NOAH IS A UNICORN BREEDING GROUNDChallengers with a combined valuation of > $150bn and Champions with a combined
market cap of > $3tn presented at NOAH since 2009Speaking Company
Speaking Company
# of Times at NOAH
# of Times at NOAH
First Time
First Time Segment SegmentFounded FoundedRaised
($m)Raised ($m)Current Status Current Status
AdyenAUTO1 GroupAutoTraderAvastAVGBabylon HealthBlaBlaCar CareemCHECK24CloudflareCTS EventimCriteoDeliverooDelivery HeroFarfetchFotoliaGettGetYourGuide HelloFreshImmobiliareIronsourceiZettleJust EatKlarnaKing.comKreditechMarkafoniMomondo GroupMoneySuperMarketPhotobox
PrivaliaRevolution PrecraftedScout24SeLogerShowroomprive SigfoxSimilarWebSkrill
SkyscannerSpotifyStripeTaboolatado°TeamViewerTomTomTrainlineTransferwisetrivago
UberWazeWeWorkWix.comWooga XINGYad2YandexZooplusZalandoZendesk
AdidasAXAAxel SpringerBayerBertelsmannBMWDaimlerDeutsche BahnDeutsche BörseeBayFacebookGoogleHuffington PostHypoportIACinnogyKlöckner & CoLufthansaMETRO GroupNaspersPorschePriceline GroupProSiebenSat.1 MediaRTLSchibstedSiemensTencentThyssenKruppTUIVivendiVISAWPP
11641228122781
102
1088432224782533
51978266
3532752345
23458967174
13
11493327
1113114416356
1068
101077111325
201020152010201220092013201320172015201620122009201520102011200920122013201320142012201320142012201020102012201120112013
20112018201120102010201620142009
2012200920152014201320152015201120112011
20162011201520122011200920122012201120112012
20162015201020152010201520152015201220102009201020122014201520142016201520112010201520112010200920112013201420172017201220172012
PaymentsClassifieds - CarsClassifieds - CarsCybersecurity & Anti-VirusCybersecurity & Anti-VirusHealth & MedTechRider Sharing & Car PoolingRider Sharing & Car PoolingLead Generation ServicesCybersecurity & Anti-VirusMarketplacesDisplay & RetargetingMeal DeliveryMeal DeliveryFashion E-CommerceMarketplacesTaxi AppsTravelMeal delivery TravelDeveloper ToolsPaymentsMeal DeliveryPaymentsGamingPersonal LoansFashion E-CommerceTravelLead Generation ServicesMarketplaces
Fashion E-CommercePropTechMarketplacesClassifieds - Real EstateFashion E-CommerceInternet of ThingsAnalytics & IntelligencePayments
TravelMusicPaymentsContent AdvertisingInternet of ThingsCommunication & CollaborationNavigation & ParkingTravelBanking FintechTravel
Taxi AppsNavigation & ParkingWorkspaces Horizontal SaaSGamingContent & MediaClassifieds - HorizontalContent & MediaVertical E-CommerceFashion E-CommerceHorizontal SaaS
Consumer GoodsInsurance & FinanceDigital & MediaHealthcareDigital & MediaAutomotiveAutomotiveTravel & TransportationFinance & BankingDigital & MediaDigital & MediaDigital & MediaDigital & MediaFinancial ServicesDigital & MediaIndustrialsIndustrialsTravel & TransportationConsumer GoodsDigital & MediaAutomotiveTravel & TransportationDigital & MediaDigital & MediaDigital & MediaIndustrialsDigital & MediaIndustrialsTravel & TransportationDigital & MediaInsurance & FinanceAdvertising
200620121977198819912013200620121999200919992005201320112007200520102008201220052009201020012005200320122008199619932000
20062015199819922006201020072001
2003200620102007201120051991199720102005
20092007201020062009 200320052000199920082007
19491982194618631835191619981994199219952004199820052001199520151906195319961915193119972000193118391847189819991923185319581971
266880
-10025285
335571
-182
-63
8602,58170222561396
365-
10526972
63784
4978
152-
305
219---
44327112800
1972,56344016056---
11654
11,56267
9,85459327---
46886
----------
2.336---------------------
$18.83bn market capReached unicorn status$4.74bn market cap Reached unicorn statusSold to Avast for $1.3bn after IPOSuccessful private companyReached unicorn statusValued at $1.2bnReached unicorn statusValued at $3.2bn$4.53bn market cap$2.13bn market capReached unicorn status$10.34bn market capReached unicorn statusSold to Adobe for $800mReached unicorn statusSuccessful private company$2.73bn market capSuccessful private companyReached unicorn statusSuccessful private company$7.04bn market capValued at $2.5bnSold to EA for $5.9bn after IPOSuccessful private companySold to Naspers for $200mSold to Priceline Group for $550m$2.21bn market capSold to Exponent & Electra for $615mSold to Vente-Privee for $560Reached unicorn status$5.67bn market capSold to Axel Springer for $847Sold to SRP Groupe after IPOValued at $708mSuccessful private companySold to Optimal Payments for $1.98bnSold to Ctrip for $1.7bn$32.87bn market capValued at $9.2bnReached unicorn statusSuccessful private companySold to Permira for $1bn$2.02bn market capSold to KKR for $681Reached unicorn status$1.46bn market cap
Reached unicorn statusSold to Google for $1.1Valued at $20bn $4.45bn market capSuccessful private company$1.57bn market capSold to Axel Springer for $228m$11.78bn market cap$1.05bn market cap$12.10bn market cap$5.70bn market cap
$44.88bn market cap$60.20bn market cap$8.11bn market cap$103.97n market capPrivate company$63.12bn market cap$74.06bn market capGovernment controlled company$24.40n market cap$33.10bn market cap$498.28bn market cap$850.26bn market capAcquired by AOL$1.23bn market cap$12.32bn market cap$24.76bn market cap$1.10bn market cap$13.31bn market cap$7.66bn market cap$106.81bn market cap$20.93bn market cap$97.86bn market cap$6.20bn market cap$11.48bn market cap$7.97bn market cap$117.92bn market cap$427.73bn market cap$16.63bn market cap$12.58bn market cap$32.89bn market cap$304.26n market cap$19.72bn market cap
Total Capital Raised: $34bn Total Valuation: > $150bn
• Deal Value Top 100: EUR 90bn• Deal Value on NOAH Stage: EUR 51bn (56%)• 52% of Top 100 Deals presented at NOAH
THE TOP 100 DIGITAL EUROPEAN M&A DEALS BY SIZE IN THE LAST 8 YEARS We hosted on main stage 52% of the top 100 digital M&A Exits (€51bn combined EV)
in Europe since the launch of NOAH Conference in Nov 2009
Jun 16Aug 15May 11Nov 15Oct 17Mar 15Oct 16May 17May 18Jul 18Oct 15Jan 14Nov 13Sep 14May 18Dec 16Dec 16Sep 14Jul 17Jul 16Mar 15Jan 17May 14Jun 13Sep 14Jul 14Dec 12Feb 14Jul 15Jun 18Feb 14Dec 14Sep 10Aug 18Feb 15Jan 15May 15Feb 17Oct 15Jul 13Apr 16Feb 15Mar 16Jul 13Aug 18May 18Mar 14Feb 11Feb 15Apr 11Sep 10Jan 14
Oct 14Jan 14Jan 13 Dec 17Feb 12Jul 18Aug 14Aug 15Jul 10Sep 16Mar 17Jul 18Apr 16Feb 13Jul 18Jul 18Sep 18Jun 15Mar 16Jun 15Jul 14Apr 15May 17Dec 14Jan 11Feb 17Feb 15May 12Aug 12Aug 15May 15Mar 15Jun 12Apr 16Dec 14Dec 16May 11Jun 10Jul 18Jun 14Mar 11Jan 17Apr 16May 14Sep 14May 16Jul 18Jun 17
TencentPaddy PowerMicrosoftActivision BlizzardHellman & FriedmanYOOXCinven, Permira, Mid EuropaMoody’sSilver Lake; GIC Special InvestmentsEQT PartnersNaspersApax PartnersHellman & FriedmanMicrosoftPayPalGo DaddyCtripmail.ruIngenicoAVAST SoftwareOptimal PaymentsZhejiang Jinke EntertainmentPermiraGoogle Access IndustriesIngenicoExpediaCVC Capital PartnersDeutsche BoerseAlibabaRakutenAdobeAxel Springer VerlagSiemensRocket InternetKKRDelivery Hero Priceline GroupExponent. ElectraCinven Vente-PrivéeRocket InternetHgCapitalTPGHewlett PackardOracleBC PartnersOdigeo (AXA and Permira)Immowelt TA & Summit SchibstedZynga
PublicisGoogle IngenicoAppleAholdOrangeDelivery Hero StröerPermiraProSiebenSat.1AlticeScout24RakutenPartners GroupEQT PartnersUltimate SoftwareMunich ReVivendiShandong Hongda Mining Co.7CommerceKKRZooplaMTGeSureAmazon Take-TwoTamediaNTT DOCOMOAXA Private EquityAdidasRecruit HoldingsRecruit HoldingsNaspersAccorHotelsHost EuropeGeneral AtlanticLBO FranceRakutenStamps.comBestsellerPrivalia EMKNokiaAxel Springer DigitalNeiman Marcus eBayTakeawayHoffman
Supercell (84%)Betfair Group (merger)SkypeKing.comNets GroupNet-a-Porter (merger)AllegroBureau van DijkZPGSUSEAvito (50.6%)Trader Media GroupScout24 MojangiZettleHost Europe GroupSkyscannerVkontakte (remaining 48%)BamboraAVG TechnologiesSkrillOutfit7TeamviewerWazePerform GroupGlobalCollecttrivago (61.6%)Avast Software360TTrendyolViberFotoliaSeLoger (87.6%)MendixHelloFresh (51.7%)thetrainline.comYemek Sepeti (88.6%)Momondo GroupPhotoBoxHost Europe PrivaliaDelivery Hero (30%)RaetTSL EducationApogee CorporationGrapeshotCarTrawlerOpodoImmonet (merger)BigpointLeBoncoin (remaining 50%)NaturalMotion
Matomy (24.9%)DeepMind OgoneShazamBol.comBasefarmPizza.deInteractiveMediaeDreamsParship (51%)Teads.tvFinanzcheck.deCabifySoftonic (30%)Banking CirclePeopleDocRelayrDailyMotion (80%)JagexVerivox (80%)Scout24 Schweiz & Omnimedia (49%)uSwitchInnoGames (30%)Gocompare (50%)LoveFilmSocial PointRicardoBuongiornoBestsecret.comRuntasticWahanda (70%)Quandoo (92.9%)Netretail (79%)OneFineStayIntergeniaHemnet (majority stake)PromovacancesPriceMinisterMetaPackM&M DirectDress for LessLuminatiWithingsYad2Mytheresa.comTicketbis10bisContorion
FinlandUKLuxemburgUKDenmarkUKPolandNetherlandsUKGermanyRussiaUKGermanySwedenSwedenGermanyUKRussiaSwedenNetherlandsUKSloveniaGermanyIsraelUKNetherlandsGermanyCzech RepublicGermanyTurkeyCyprusEuropeFranceNetherlandsGermanyUKTurkeyUKUKUKSpainGermanyNetherlandsUKUKUKIrelandUKGermanyGermanyFranceUK
IsraelUnited KingdomBelgiumUKNetherlandsNorwayGermanyGermanySpainGermanyFranceGermanySpainSpainDenmarkFranceGermanyFranceUKGermanySwitzerlandUKGermanyUKUKSpainSwitzerlandItalyGermanyAustriaUKGermanyNetherlandsUKGermanySwedenFranceFranceUKUKGermanyIsraelFranceIsraelGermanySpainIsraelGermany
9,6876,8245,8994,5394,290 3,1203,0333,0002,8502,2722,1522,1262,0001,9321,864 1,6901,6221,5981,5001,1701,1001,000870863858820774738725661658645634628623595594586546508500496470464456454450450420408400388
383365360353350350300300300300300285283275272 272 272271270262262260260241236234228223223220218213213212210208200200197177175170170167150148135130
Date DateAcquiror AcquirorTarget TargetTarget Country Target CountryAdjusted EV (€m) Adjusted EV (€m)
Note: Digital Companies trade sale exits (only one most recent deal counted per company). Green font denotes speaker at NOAH.