Curated Introductions for Industry Leaders 10 Years Growth Story - - PowerPoint PPT Presentation

Curated Introductions for Industry Leaders

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Conference & Product Key Transactions

The Beginning! First NOAH Conference Takes Place in London Hilton Park Lane, Nov-09 NOAH Conference Expands to Berlin Tempodrom, Jun-15 NOAH Conference Announces Expansion to Zurich Apr-19 Changemakers. Global Launch Jun-20 Introducing the New NOAH Concept at STATION-Berlin Jun-19 Collapses and NOAH Arises 2008 First NOAH Matchmaking Service Oct-12 Investor Partner Program Jan-19 Speakers 35 77 142 236 272 332 460 574 703 872 1,144 Attendees 431 862 1,632 2,911 3,794 4,647 6,817 9,327 11,521 14,199 17,262 Investors 171 276 475 683 873 1,065 1,435 1,842 2,166 2,620 2,977 NOAH Digital Jun-20 NOAH to Host the Family Office Circle Conference Early 2021

NOAH advises Fotolia on its investment from KKR NOAH advises Summit Partners and TA Associates on a $350m acquisition NOAH advises Volocopter on its €50m First Closing of Series C led by GEELY NOAH advises MagicLab on the acquisition of a 79% stake by Blackstone. $3bn valuation NOAH advises Fotolia on its $80m majority sale to TA Associates NOAH advises Softonic on its partial sale to Digital River

(Apr-09) (Dec-09) (May-12) (May-12)

NOAH advises Facile.it / shareholders in its $100m+ sale to Oakley Capital NOAH advises Trovit and its share- holders in its €80m sale to Next NOAH advises Yad2 / shareholders in its $228m sales to Axel Springer

(May-14) (Sep-14) (Oct-14)

NOAH advises EMK Capital on its acquisition of Luminati

(Aug-17)

NOAH advises Promofarma on its sale to Zur Rose

(Jul-18) (Nov-19) (Dec-19) (Jul-19)

NOAH advises Au10tix shareholders

• n the $60m investment at a $260m

valuation led by TPG

NOAH Connect App v1: Bringing the Famous Networking Online May-16

NOAH advises Oakley Capital on its partial sale of Parship to Pro7 NOAH advises Käuferportal / shareholders in the sale to ProSiebenSat.1 and General Atlantic NOAH advises Silver Lake on its investment in Flixbus

(Sep-16) (Oct-16) (Dec-16)

2008 2009 2010 2011 2012 2013 2014 2015 2018 2019 2020 2016 2017 Unique

Note: Unique speakers, attendees and investors are cumulative across years.

Eric Schmidt on NOAH Stage NOAH 2015 Dara Khosrowshahi & Al Gore on NOAH Stage NOAH 2018

10 Years Growth Story

Attendees

• 6,100 attendees in ’19
• 75%+ senior decision makers
• 1,700+ attendees from top investors in ’19
• Over 25 countries represented in ’19

44% Internet Executives 20% Investors 17% Service Providers 14% Corporate Executives 5% Other

431 588 1.085 1.345 1.515 1.555 3.887 4.196 4.549 5.079 6.100 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

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Companies

By Category By Geography

44% Germany 13% UK 6% Israel 5% USA 4% Switzerland 2% Spain 2% Poland 24% Other

2019 By Geography

31% Germany 20% Israel 16% UK 6% US 6% Spain 21% Other

• 1,250+ speakers in ’19 (2,500 since started)
• 72 or 50% of digital European unicorns on

stage since ‘16 more than any other event

• 52% of top 100 M&A deals (EV €51bn)
• 670 on startup stage raising >$4bn combined
• 20,000 unique attendees to date
• On average, 16 meetings

set up with NOAH Connect (our networking app)

Notes: 2015 - NOAH Berlin added. 2019 - new venues for NOAH Tel Aviv and NOAH Berlin.

The #1 Platform the European Growth Capital Ecosystem

Examples

The convenient tool to explore, initiate and benefit from your growth capital network With the mission to support European entrepreneurs in all sectors from Series A onwards

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A B2B Platform From and For an Industry

Companies 550+ Investors 200+ Corporates 50+ Solution Providers 60+

• Growth Capital Networking Powered by Data and SaaS
• No More Wasted Meetings
• Tool for the Top 5% Professionals of 10 Growing Sectors

Company Presentations Data Room for Presentations and Zoom Integrations Industry Peering With 50 Unique Tags Connectivity: Reliable, Trusted Way to Reach Out and Keep in Touch

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One Click Access to Market Leaders

Your Digital Footprint in the Growth Capital Industry

Peer-to-Peer Networking

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Strategic Network Building for Founders

Leading Angel Investors & Experts Solution Providers Family Offices Sovereign Wealth Funds EU & US Strategic Asian Strategic

Flick Family Office

VC Investors Growth Investors Buyout Investors

Germany 15 UK 13 Israel 14 Netherlands 12 Russia 8 France 6 Italy 5 Poland 4 Spain 4 Switzerland 5 Sweden 4 Turkey 2 Greece 2

Our Business Networking SaaS Solution Reaches Far: Launch Partners

Targeted Engagement

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Deep / Proprietary Content Curation Pre-Selection

• Trusted platform
• Selection of the relevant

market leaders by NOAH

• Peer grouping
• Logic with 50 NOAH tags
• 10 sustainability tags
• 1,000 proprietary company

and investor PDF presentations (user uploaded)

• Easy to access and up to

date

• Videos
• Data room (to come Q4)
• Access to presentations of

public companies

• NOAH tagged market

research aggregation

• Market sizing
• Valuation data
• Focus on results and

meeting request acceptance

• Response and response

time KPIs we most care about

• Click to zoom (to come Q4)
• Messaging (to come Q4)
• Comfortable low tech SaaS

platform

• Always-on tracking tool
• 600 companies arranged

by NOAH segment tagging logic

• NOAH to add on average

10 new companies per week to the database

• Investment professionals

are grouped by segment coverage allowing a targeted approach to the right person of a top investor brand

• Account admin support to

manage all details of your

• rganisations,

representation on NOAH Digital

High Value to an Exclusive High Quality User Group

B2B Software & Services (141)

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• Sustainability
• Entrepreneurship
• Female Empowerment
• Focus on Europe
• SMB Support
• Believe in data and science

Mission

• Digital footprint
• PDF Database
• Grow your business network
• Dashboard SaaS convenience
• Peer to peer approach (credibility)
• Responses (Certainty)
• Document management
• Connectivity
• Community

Customer Segments Key Product

A Platform for the Growth Capital Industry

Companies Corporates Solution Providers

• Start-up
• Scale up
• Institutional
• Family Offices
• Corporate VC
• Debt
• Sovereign wealth
• Sustainability

Investors

Sustainability (63) Consumer Software & Services (42) Industrial Digitisation (39) FinTech & InsurTech (115) EduTech (18) Revolutionary Consumer Products (17) Mobility & Travel of the Future (63) Digital Health (42) Ecommerce, Marketplaces & Classifieds (59)

Alternative Energy Climate Change & Carbon Neutrality Advertising Cloud & Hosting Services Analytics Fitness & Wellness Healthcare Education Direct-to-Consumer Autonomous & Electric Driving Mobility Navigation & Parking Public Transport Shipping & Logistics Travel Communications & Collaboration Cybersecurity & Privacy Developer Tools Enterprise Software Printing Loyalty Programs Market Research PropTech & Real Estate Accounting Banking Blockchain & Cryptocurrencies Insurance Investing & Trading Lending - Commercial Payments Lending - Personal AgTech Construction Energy FoodTech Industrial Hardware Robotics & Drones Telecommunications Recruitment & HR Tech Sales Automation Classifieds Ecommerce - Fashion & Home Ecommerce - Horizontal Ecommerce - Vertical Food Delivery Lead Generation Marketplaces Online Groceries Apps Consumer Software Gaming Home Automation Music Online Content Social Media / Networking TV & Video VR / AR Eco-Friendly Cities & Transportation Ethical Consumption & Production Fair Finance Healthcare Innovations Politics and Public Sector Innovations Sustainable Food & Water

Coverage of 10 Sectors Divided Into 66 Tags

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How Does It Work?

Investors

Research private companies

Your Dashboard

• f

Connections

Documents Profile

Companies

Research investors

Corporates Solution Providers

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Company Selection

Select your company’s capital needs to be connected to the most relevant investors Complete your profile and share additional information such as your company presentation to secure funding from investors We help you unlock the potential

• f powerful connections to build

your relevant investor network

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Define your investment criteria to discover promising companies matching your needs Access to relevant startups and exclusive information about private company and team details Continuously track companies of interest and connect with talented entrepreneurs

Investor Selection

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Dashboard

Management tool to organise meeting requests generated by NOAH Digital Supported by WhatsApp messages directly from NOAH to remind users of unanswered requests Links to mail, chat and Zoom

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Our Offering

• Premium launch partners receive

special prominence such as:

• Company logos
• “Brought to you by XY”
• Banners
• Special company/investor

highlighting on site

• Early and Exclusive access to

newly listed companies

• Premium partners can be

investors, corporates & solution providers

Premium Partners Investors

• Firm wide annual contract
• Ability to send unlimited reach outs
• Prime access to new NOAH Digital

company editions (3 weeks later for

• ther)
• No user limit by company
• Automatic routing of meeting

requests to suitable professional through NOAH vertical tagging

• Back-office admin access
• Present Partner opportunity

Companies

• Companies curated by NOAH
• Vetted and approved companies

must provide up-to-date company presentations (PDF, Videos, etc.)

• Free participation for companies

Hot Growth Companies at NOAH

15 Fintech & Insurtech

Key Company Activities (NOAH Tags)

• Challenger Bank
• Card Payments
• Payments
• Investment Platform
• Insurance
• Crypto/Blockchain
• Personal Loans
• Business Loans
• Money Transfer

Ecommerce, Marketplaces & Classifieds

• Deliveries
• Vertical Ecommerce
• Online Groceries
• Fashion Ecommerce
• Food Delivery
• PropTech
• Food Waste &

Processing Mobility & Travel

• Autonomous Vehicles
• Mobility
• Travel
• Scooters
• Vacation Rentals
• Clean Energy
• Vertical Ecommerce
• Horizontal SaaS
• Insurance

B2B Software & Services

• SaaS (Vertical/Horizontal)
• Marketing Agency
• Recruitment
• Social
• Marketplace
• Decision Support Data
• Market Research
• Content

Consumer Software & Services

• Social Networking &

Dating

• Music & TV
• Gaming
• Sports
• Online Content
• Content

Revolutionary Consumer Products

• Direct-to-consumer

products

• Fashion & Accessories
• Home Decor
• Sporting Goods
• Baby Products
• Food & Beverage

Industrial Digitisation

• IoT
• PropTech
• Clean energy
• SpaceTech
• Sustainable Food &

Water

• Recycling & Waste

Management Digital Health

• Medical cannabis
• Fitness apps
• Telehealth
• Patient-doctor

marketplaces

• Self-care technology
• AI & robotics in

healthcare EduTech

• Learning Apps
• VR & AR in Education
• Teacher-Student

Marketplaces

• Digital Classroom

Tools

Segment Past Speakers

197 210 147 345 157 30 56 48 26

1,250 Companies in the NOAH Ecosystem

NOAH is a horizontal growth platform with vertical depth for Europe’s leading executives

1,3 2,4 5,0 4,6 10,7 8,7 11,8 9,0 11,4 17,9 17,0 21,3 24,3 32,4

• 10

20 30 40 50 2013 2014 2015 2016 2017 2018 2019

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NOAH Supports the Digital European Ecosystem Total Capital Raised by NOAH Vertical

Capital Raised by NOAH Speakers Total Capital Raised in Europe Capital Raised (€bn) 33% 25% 14% 14% 6% 4% 2%1% 1% FinTech & InsurTech Ecommerce, Marketplaces & Classifieds B2B Software & Services Mobility & Travel of the Future Consumer Software & Services Industrial Digitalisation Digital Health EduTech Revolutionary Consumer Products 33% 25% 14% 14% 6% 4% 2% 1% 1% 272 873 332 1,065 460 1,435 574 1,842 703 2,166 872 2,620 1,144 2,977 Unique accumulated speakers / investment funds at NOAH 67 Number of Speaker (Main & Startup Stage) # 85 246 321 388 466 763

NOAH is the Breeding Ground for Unicorns

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Capital Raised (€bn) 24,8 10,2 18,5 10,6 4,7 1,6 3,4 0,3 0,6 35,9 27,2 25,4 18,8 11,3 5,3 3,6 1,5 1,5

Fintech & Insurtech B2B Software & Services Ecommerce, Marketplaces & Classifieds Mobility & Travel of the Future Consumer Software & Services Industrial Digitisation Digital Health Revolutionary Consumer Products EduTech Capital Raised by 1,200 NOAH Speakers Total Market Capital Raised 69% 37% 73% 57% 42% 30% 92% 20% 40%

57% Average NOAH Vertical Market Share of Raised Capital in Sector

NOAH is Covering all Growth Verticals

NOAH Supports the whole Ecosystem

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Company NOAH Tag First

• n

Stage # on Stage Total Capital Raised Key Investors Consumer Services 2018 3 491 General Atlantic, ProSiebenSat.1 Insurance 2018 2 429 SoftBank, Aleph, Sequoia, General Catalyst Streaming 2015 2 428 Access Industries, Idinvest Partners Mobility 2015 7 400 Accel, Index, Insight Payments 2013 4 379 Bain Capital, Goldman Sachs Lending Platform 2017 2 376 Index, Accel, Union Square Ventures Challenger Bank 2018 1 352 Y Combinator, Orange Digital Ventures Food Delivery 2015 2 333 Rocket Internet, Insight Venture Partners Food Delivery 2018 1 309 Lakestar, Rakuten, Eurazeo Healthcare 2013 1 287 HSBC Healthcare 2016 2 235 General Atlantic, Eurazeo Challenger Bank 2017 3 252 Merian Global FinTech 2011 6 197 CommerzVentures, Spark Capital, Cubit FinTech 2017 3 200 Goldman Sachs, PayPal Ventures, Index Travel 2012 1 171 Sequoia Capital, SEP SaaS 2019 1 205 Apax Digital, Summit Partners Company Builder 2016 4 154 IONIQ IoT 2016 2 277 Khazanah Nasional Insurance 2018 5 275 Mubadala, Horizons, Target Global SaaS 2018 1 202 Insight Venture Partners, Vmware

Note: Highlighted companies are public listed entities.

NOAH is the Breeding Ground for Unicorns

Company NOAH Tag First

• n

Stage # on Stage Total Capital Raised Key Investors Food Delivery 2016 5 2,270 Rocket Internet, Holtzbrinck, Point Nine Company Builder 2013 6 1,838 Kinnevik, Access Industries Lending Platform 2015 6 1,815 Partech, Index, Union Square Ventures Streaming 2009 1 1,770 Tencent, Baillie Gifford, TPG, Northzone Food Delivery 2015 2 1,365 Amazon, Bridgepoint, DST Global Marketplace 2014 1 1,219 Kinnevik, Naspers, Accel, Northzone Challenger Bank 2020 2 1,131 Lakestar, DST Global, Index Ventures Lending Platform 2018 1 1,126 Index Ventures Marketplace 2015 7 1,100 SoftBank, G Squared, Target Global Payments 2012 4 920 BlackRock, HMI Capital Payments 2019 1 900 Brockhaus Private Equity Food Delivery 2017 1 766 Delivery Hero Mobility 2016 6 727 Kreos Capital, Access Industries, Vostok Venture Challenger Bank 2014 2 685 Vitruvian Partners, JP Morgan Mobility 2017 1 683 Rakuten, Didi Chuxing Lending Platform 2017 2 677 HSBC, Atomico Ecommerce 2017 2 626 JD.com, Index Ventures Challenger Bank 2015 8 610 Insight Partners, Allianz X, Tencent, Horizons Travel 2016 5 585 Battery Ventures, KKR, Softbank, Highland Ecommerce 2015 1 512 Kinnevik, Rocket Internet

Buyout

Historic Attendees Hellman & Friedman (2009) 86 EQT Partners (2009) 84 KKR (2009) 80 Macquarie Capital (2009) 67 Permira (2009) 63 TA Associates (2009) 47 Oakley Capital (2012) 37 TPG Capital (2009) 34 MCI Capital (2010) 33 Advent International (2010) 29 Providence Equity (2009) 24 HgCapital (2009) 23 Apax (2009) 23 Blackstone (2011) 22 Hedosophia (2014) 17 Cinven (2009) 14 Bain Capital (2012) 13 Triton (2014) 12 Capvis (2016) 10 GENUI (2016) 7 Baillie Gifford (2015) 5 Investcorp (2009) 5 FSN Capital Partners (2009) 3 Horizon Capital (2016) 3 Ardian (2017) 2

Venture Capital

Historic Attendees Lakestar (2009) 109 Holtzbrinck Ventures (2009) 95 Index Ventures (2009) 79 Accel Partners (2009) 65 Rocket Internet (2010) 56 Acton Capital (2009) 52 Partech Ventures (2012) 48 Atlantic Labs (2010) 44 btov Partners (2011) 43 Eight Roads (2009) 40 e.ventures (2009) 38 RTP Global (2012) 33 Project A Ventures (2009) 32 iLab Ventures (2011) 32 FinLeap (2011) 31 Earlybird (2010) 30 SpeedInvest (2012) 30 Northzone (2011) 30 Catalonia Trade & Inv. (2016) 28 Piton Capital (2009) 26 Atomico (2009) 26 Rheingau Founders (2011) 26 10x.Group (2009) 25 DN Capital (2009) 23 Frog Capital (2009) 21 Cherry Ventures (2011) 18 Creathor Ventures (2012) 15 Mangrove Capital (2011) 14 Felix Capital (2015) 11 Mubadala (2018) 7

19 Note: First time at NOAH and total attendees over the last 10 years.

Growth Capital

Historic Attendees Target Global (2009) 70 Vitruvian Partners (2009) 68 General Atlantic (2009) 57 NGP Capital (2012) 42 Summit Partners (2009) 36 Insight Venture Partners (2011) 35 TCV (2010) 35 LetterOne Technology (2010) 27 HPE Growth Capital (2012) 26 Spectrum Equity (2010) 25 GR Capital (2009) 25 Verdane (2017) 24 Scottish Equity Partners (2012) 23 EMK Capital (2010) 18 Great Hill Partners (2009) 17 DST Global (2009) 16 Endeit (2010) 15 Temasek Holdings (2011) 13 Vulcan Capital (2009) 12 Stripes Group (2012) 10 SoftBank Capital (2018) 9 BlackFin Capital (2014) 9 CapitalD (2017) 8 Vostok New Ventures (2014) 3 Top Tier Capital Partners (2018) 2

Family Offices

Historic Attendees Maryland (2010) 33 H14 (2009) 22 Valerian C Partners (2015) 13 Armada Investment (2013) 11 ICONIQ Capital (2012) 11 Reimann Investors (2017) 10 Bregal (2010) 7

Debt

Silicon Valley Bank (2010) 25 Davidson Growth Debt (2013) 16 Harbert Management (2014) 14 Kreos Capital (2013) 14 Columbia Lake Partners (2014) 13 Global Growth Capital (2017) 13 Deutsche Handelsbank (2017) 10

Corporate VCs

BCG Digital Ventures (2014) 70 Schibsted Growth (2011) 57 SevenVentures (2012) 54 Axel Spr. Digital Vent. (2010) 37 Deutsche Börse V Netw (2016) 30 Tengelmann Ventures (2010) 26 Lufthansa Inno. Hub (2015) 20

NOAH’s Unique Investor Network

NOAH provides access to the most powerful investors in the world

20

Alternative Energy Healthcare Innovation Climate Change and Carbon Neutral Sustainable Food and Water Eco-friendly Transportation Education

Changemakers

Selected sustainable companies on NOAH Digital – investments which will change the World

21

August 2017 Financial Advisor to EMK Capital

by

Acquisition of a Majority Stake in at a valuation of $200m December 2016 Financial Advisor to Silver Lake by Investment in October 2016 Exclusive Financial Advisor to KäuferPortal and its Shareholders by Acquisition of a Majority Stake in 84% Ownership September 2016 Financial Advisor to Oakley Capital by Acquisition of a Majority Stake in at a valuation of €300m September 2015 Exclusive Financial Advisor to Drushim and its Shareholders by Sale of 70% stake in December 2014 Exclusive Financial Advisor to Fotolia and the Selling Shareholders for $800m to Sale of 100% of October 2014 Exclusive Financial Advisor to Trovit and its Shareholders for €80m to Sale of 100% of September 2014 Exclusive Financial Advisor to facile.it and its Shareholders to Sale of controlling stake in August 2014 Advisor to the Selling Shareholders to Sale of May 2014 Exclusive Financial Advisor to Yad2 and its Shareholders sold 100% of for $228m to JV between from July 2018 Sale of 100% in September 2018 Sale of 100% in 10Bis for €135m to Financial Advisor to 10bis and its shareholders to Exclusive Financial Advisor to PromoFarma and its shareholders July 2019 September 2019 at a valuation of $260m by $60m Investment in Financial Advisor to AU10TIX and its shareholders $55m First Closing of Series C led by Financial Advisor to Volocopter Acquisition of a 79% stake in

by

at a valuation of $3bn Financial Advisor to Magic Lab November 2019

NOAH Provides Corporate Finance Services to the Digital Sector in Europe

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NOAH Banking Team: Market Check is Our Most Popular Product

• 3-page company profile
• 25-page presentation
• Best industry pages
• Excel business model
• Data room support
• Top 10 answers to key issues

NOAH prepares Materials

• Deep knowledge about

investment criteria

• Deal / sector preferences
• Senior partner access
• NOAH gets real feedback
• We work with the key contacts

long term

• Investors know that NOAH

works on quality deals only

• Proprietary deal situations

command higher valuations

• Communicate expected deal

terms

• Decide on max 4 weeks DD

phase (exclusivity)

• Only start process with

minimum 3 parties

• Data room opens
• Fast track best bidder
• Strict timeline

22 Years Digital Sector Investment Banking

Strong Relationships based on trust

400 Investors 200 Corporates Bulge Bracket IBD Know How Maximise Price (also supported by creative structure)

Success Fee (1-3% only)

NOAH Investor Relationships Negotiating Non-Binding Offers Due Diligence and Closing

1 2 3 4

NOAH finds the ones who fit We know most Partners for years Trust

Ensuring a smooth transaction with one fundraising product on great terms: “Keep Privacy, Get Transparency”