AN INTRODUCTION TO NOAH 2020 ® ® Adyen AppCard Delivery Hero BlaBlaCar Gett Trivago Alphabet The Huffington Post Business Insider Axel Springer Die Bundesregierung METRO Group Rocket Internet EU Parliament Atomico Accel Booking Holdings Lakestar WPP ING Zalando N26 Deutsche Börse Uber Daimler adidas Group AUTO1 Group Generation IM Die Bundesregierung Deutsche Telekom ClassPass Uber Group Stripe Bumble Blockchain Revolut IAC KKR Bolt SoftBank FlixBus Index Ventures GV eToro ProSiebenSat.1 Facebook Schibsted Media Seedcamp MoneySuperMarket Farfetch Cloudflare OUTFITTERY Media SE Group King Lottoland Moovit TUI Group Klöckner & Co Bild Deutsche Bahn Zendesk Starling Bank Deliveroo Chronext The Meet Group Simplex Insight Partners HomeToGo La Mania SumUp Siemens Healthineers HelloFresh Volocopter Naspers Careem eDreams ODIGEO Deposit Solutions Via The NOAH Mission Digitisation is the most fundamental economic change since the industrialisation. A lot of wealth will be created and an unparalleled global redistribution will take place. The US and China benefit from large single markets and highly efficient funding ecosystems. They frequently produce global category champions (e.g. Google, Amazon, Facebook, Tencent, UBER, Alibaba, etc.). Europe on the other hand is fragmented into smaller local markets with different languages, regulations, currencies and consumer habits. NOAH Drives European DIGITAL GROWTH by Connecting the key Matching companies with Helping traditional Bringing transparency decision makers the right investors to scale companies to digitize and through content and across Europe internationally faster to generate growth data 3 Who We Are A diverse, entrepreneurial team of 30 with the mission to build the pan-European platform for the digital sector delivering 4 clear value propositions: • Unique top-level networking • Connecting digital and growth companies with investors • Connecting companies with top B2B service providers • Data and industry insights Launched in 2008 out of the Lehman Brothers bankruptcy as a corporate finance boutique with 30+ deals closed to date Organiser of 16 NOAH Conferences in London (since 2009), Berlin (2015) and Tel Aviv (2018) with over 15k senior decision makers at our events Building technology platform NOAH Connect to deliver more value all year round 4 NOAH Connect App v1: Bringing the NOAH The Beginning! First NOAH Conference Takes NOAH History Famous Networking Online Place in London ® London Hilton Park Lane May 2016 November 2009 NOAH Bible (Newsletter): A Valuation / KPI Dedicated Start-up Stage NOAH London Moves to Old Billingsgate Snapshot for European Internet June 2016 November 2011 May 2015 NOAH Conference Expands to Berlin June 2015 NOAH Conference Announces Expansion Fotolia Bigpoint Yad2 10bis.co.il to Zurich NOAH advises Fotolia in its NOAH advises Summit Partners and TA NOAH advises Yad2 and its shareholders NOAH advises 10bis.co.il on April 2019 $80 million partial sale to TA Associates in their $350 million acquisition in its $228 million sales to Axel Springer its investment from TA Associates | Apr 2009 of Bigpoint | Apr 2011 Digital Classifieds | May 2014 Associates | May 2016 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Softonic Fotolia Facile.it PARSHIP NOAH advises Softonic in its partial NOAH advises Fotolia on its NOAH advises Facile.it and its NOAH advises Oakley Capital on its acquisition sale to Digital River | Dec 2009 investment from KKR | May 2012 shareholders in its majority sale to of PARSHIP | Sep 2016 Oakley Capital | Sep 2014 Käuferportal Trovit NOAH advises Käuferportal’s shareholders NOAH advises Trovit and its shareholders in the sale to ProSiebenSat.1 and General in its €80 million sale to Next | Oct 2014 Atlantic | Oct 2016 Startups Welcomed on Stage (SevenVentures Pitch Day) Flixbus Workshop Stage Featuring Best-In-Class Service Providers NOAH advises Silver Lake on its investment in Flixbus | Dec 2016 NOAH Books Initiative: Industry Directories for the Pre-Event Matchmaking: Making NOAH the Most Productive Conference Ever Ecosystem September 2017 November 2013 Introducing the new NOAH NOAH Conference Expands to Tel Aviv at STATION-Berlin March 2018 June 2019 NOAH Public Companies: Europe’s First Free Internet Trading Comps May 2018 Our Special 10th Anniversary of NOAH London October 2018 5 The NOAH Ecosystem – Quality over Quantity Corporates & Internet 9,000 Companies from Europe 500 Corporates / Champions 10 fixed verticals Willing to digitize Interested in digital challengers Rich Data NOAH Core Network Investment Banking judgement data M&A from the NOAH Corporate Finance Partnerships Team ~600 ~100 Hot Companies Market Leaders Meetings with Investors Top Service Providers for the digital VC, Growth, Buyout sector 150+ ~100 Venture Debt Investor Partners Across 135 categories Partners Close to 100% shareholder coverage of Many SaaS solutions European growth capital universe NOAH customer lead gen for service Significant investor to investor meetings provider at NOAH 400 Service Providers 1,300 Investors for the Digital Sector eventures Service Providers Investors 6 Diversity & Female Empowerment NOAH is committed to diversity and female empowerment On our stages • Diverse mix of speakers (nationalities, age, gender) • Europe’s top female executives invited first • Minimum female speaker ratios (15% on main stage, 25% start-up stage) In our own organisation • 8 nationalities • 50%+ female team, including our CTO And beyond • Female leaders lunches around every NOAH Conference • Female mentorship program 7 Focus on 10 Verticals Ecommerce, Marketplaces B2B Software & Services Mobility & Travel FinTech & InsurTech Industrial Digitisation (IoT) & Classifieds (SaaS) of the Future • Mobile Banking • Instagram Commerce • Vertical & Horizontal SaaS • Micro-Mobility • PropTech • Payment Providers • Fashion & Accessories • AdTech • Carsharing • Food Manufacturing • Online Lending Platforms • Home Décor • Comms & Collaboration • Long-Distance • Energy • InsurTech • Food Delivery • HR SaaS Transportation • Construction • Online Trading • Jobs • Cybersecurity • Flying Cars • AgTech • Robo Advisory • Automotive • Ecommerce Tools • Autonomous Driving • SpaceTech • Investment Platforms • Real Estate • Real Estate in a Digital Age • Logistics & Delivery • IoT • Big Data • Lead Generation • Staffing Platforms • Specialised Travel Covered Sectors • Location Data • Auto Commerce Speakers 2019 Previous Speakers / Attendees 8 Focus on 10 Verticals Revolutionary Consumer Blockchain-Powered Digital Health EduTech Cognitive Computing Products (DTC) Businesses • Medical Cannabis • Music & Media • Online Learning Apps • Artificial Intelligence • Cryptocurrencies • Fitness Apps • Sports • VR & AR in Education • Machine Learning • Exchanges • Telehealth • Gaming • Teacher-Student • Deep Learning • Blockchain-Based • Patient-Doctor • Social & Dating Marketplaces • Predictive Analysis Lending Marketplaces • Direct-to-Consumer • Big Data & Analytics Products • Robotics • VR & AR • Natural Language Processing 9 NOAH - One Platform Delivering Four Value Propositions 3 annual conferences Networking and information • Berlin 4-5 June 2020 platform for the European digital • Zurich 22-23 September 2020 growth sector ® • London 4-5 November 2020 Online and offline activities Value Proposition Corporate finance / M&A Value Proposition helping European start-ups • Finding relevant people, services • Physical meetings between to get funded and grow companies and investors key decision makers • NOAH recommendations and Value Proposition • Most exciting entrepreneurs, Value Proposition matchmaking • Advice on control secondary companies and investors • Start-up stage presentations • Goal-oriented networking transactions and selected on stage • Investor matching and • Media, research and news capital raises • Top service provider exhibitors meetings library • Closed 25+ of Europe’s • “Get Funded” packages • Valuation data (public & private largest digital transactions comps) Unified digital platform supporting all NOAH businesses (single user account) Investing / Capital Finding Service Networking Knowledge & Data Raising / M&A Providers / Clients 10 Networking NOAH connects the right people – offline and online 3 annual conferences with a unique networking focus Platform for exclusive partner events Supported by powerful tech products • Custom networking app • Investor matchmaking • Service provider / client introductions • NOAH books – investors, speakers, startups, service providers Expansion into NOAH Connect always-on online platform with a unique suite of solution-driven products • AI-based relevant introductions / meeting suggestions • Marketplace for partner events throughout the year • City trip planning 11 Investing / Capital Raising / M&A NOAH connects companies with capital across all levels and stages of funding Early Stage Growth Stage Buyout Stage Companies • Pitch presentations • Sizable fund raises • Sell-side M&A advisory • Investor intros ® • Online search and suggestions • Main stage presentations • Introductions & exposure • Private in-person meetings eventures Investors Finding Service Providers and Clients Strategic Partners Growing partner base • 150+ conference partners per year Premium Partners Partners success demonstrated by 80%+ retention Focus on leading European B2B service providers Expanding partner product portfolio Dedicated online service provider platform will be launched in 2020 Event Partners • Detailed product info • Reviews