B2B Software & Services: Company presentation by Mads Holmen, Bibblio at the NOAH Conference Berlin 2019, 13-14 June, STATION.

1. We help publishers and media
companies increase engagement and
drive better yield from their users

2.  @NOAHConference
 @noah_conference
 @noah-conference
 @NOAHConference
FOLLOW USONSOCIAL

3. We now live in a world where
discovery is more important
than delivery.
“ ”

4. 3
But the aggregators are winning in the ad-funded attention economy
of digital ad growth is going
to Facebook, Google,
Amazon and Apple.
+90%

5. As a result content monetization is changing dramatically
4
2000 2008 2018 2028
100%
0%
50%
Digitization of media Google/Facebook Era
Print
Digital ad formats
In-house revenue
streams
* Digital subscription revenues, branded/sponsored content, affiliate/e-commerce, events/live, lead or data generation (source of revenue is NOT programmatic ads or native networks).
Return to self-reliance

6. Bibblio helps publishers and media companies navigate this shift
Editorial and Product Commercial and E-commerce
5
Suitable for Suitable for
Audience Dev and Marketing
Suitable for
• Reduce page churn
• Increase user engagement
and brand loyalty
• Cross-pollinate audiences
• Reduce marketing budgets
spent with aggregators
• Convert users to revenue
• Increase yield per page and
overall revenue per user

7. Our core AI engine consists of three recommendation algorithms
Structural metadata
Semantic insights
Topic modeling
Session patterns
Successful paths
Content popularity
Goals
Context
Segment
History
Content
Based
Behavior
Based
User
Based
6• Bibblio’s recommendation product can be deployed with no GDPR concerns from that one as it doesn’t rely on dropping a cookie on the user from day one

8. Bibblio in the wild

9. Full end-to-end platform for content discovery on any digital touchpoint
8
Powerful AI engine + SaaS API delivery + Productized customer needs + Great UX = Results
Core AI engine
April 2019
API Jan 2019
Jan 2018
Delivery UserUXAlgorithms Tools

10. Targeting higher yield B2C and B2B publishers/media groups
9
Notable brandsGroups/Networks

11. 985
live applications
102m
users served in May
Our business in numbers
10
$ +18.7%
TSM Average
-2.1%
TSM Net MRR Churn
$

12. * Recommendation Engine Market by Type (Collaborative Filtering, Content-Based Filtering, and Hybrid Recommendation),
Deployment Mode (Cloud and On-Premises), Technology, Application, End-User, and Region - Global Forecast to 2022
** Content Recommendation Engine Market by Component (Solution, Service), Filtering Approach, Organization Size, Vertical
(E-commerce, Media, Entertainment & Gaming, Retail & Consumer Goods, Hospitality), and Region - Global Forecast to 2022
We’re in a rapidly growing market where services are going to win
AI-based recommendation
engine market *
Content recommendation
engine market **
2017 2022
$0.8bn
$4.4bn
40.7%
CAGR
$1.2bn
$5bn33.7%
CAGR
The service segment of the content
recommendation engine market is
projected to grow at the highest
CAGR during the forecast period.
“
“
11

13. Longer term we’re building a genuine horizontal opportunity
12
Expand touch points to grow
market and in crease utility
Expand positioning to include
other content owners
Publishers
and media
Brands and
organizations
AI engine
Video
Apps
Mobile
Web
Email
Chat
Feeds
In-text
Notifications
Voice

14. Thank you!
@bibbliobibblio.com /bibblio
Mads Holmen
mads@bibblio.org

15. 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