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NOAH18 Berlin Speaker Book

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  1. 1. Table of Contents Program 5 Speakers 9 NOAH Infographic 130 Trading Comparables 137 2
  2. 2. Program 5
  3. 3. Travel & Tourism Transportation & Mobility Healthcare, Science & Education Marketing Tech Online Fashion CP CP K FC FC K FC FC FC FC FC FC FC FC FC FC CP CP CP P P FC CP CP A CP CP CP K FC CP K Lunch served between 11:30 - 15:00 NOAH Startups CP Consumer Goods, Retail & Ecommerce Nir Erez Nicolas Brusson Markus Villig Sebastian Wohlrapp Paulin Dementhon Amos Haggiag Dr. Jens Wohltorf Marko Guček Jochen Engert Finn Age Hänsel Sohaila Ouffata Chantal Ambord Florian Reuter Saskia Steinacker Simone Menne Julie Teigland Stanislas Niox-Chateau Alberto E. Porciani Martin Varsavsky Markus Witte Philipp Roesch-Schlanderer Walter Masalin Jens Begemann Sascha Konietzke Rob Moffat Suranga Chandratillake Jörn Nikolay Dr. Florian Tappeiner Hakan Koç Alexander Frolov Shmuel Chafets Fabian Siegel Dirk Graber Philipp Man Anna Polishchuk Yuriy Mukhin Toon Bouten Matthias Riedl Mayer Reich Michael Altendorf Joanna Przetakiewicz Daniel Schustermann Stefan Dziarski Julia Boesch Founder & CEO Co-Founder & CEO Founder & CEO VP Digital Business Platform CEO Co-Founder & CEO Co-Founder & CEO Co-Founder & CEO Founder & MD CEO Director of Platform General Manager, BlaBlaPro CEO Global Head of Digital Excellence Supervisory Board Member of BMW, DPDHL Managing Partner EY GSA CEO Founder & CEO Founder CEO CEO Partner CEO CEO Partner Partner Managing Director Co-CEO & Managing Director Founder & Managing Director General Partner General Partner Founder & CEO Founder & Managing Director CEO Co-Founder Co-Founder CEO Co-Founder Founder & CEO Co-Founder & CEO Founder & Creative Director CEO Partner Founder & Managing Director Eric La Bonnardière Oliver Dlouhý Dr. Patrick Andrae Harley Miller Johannes Reck Robbie Antonio Dr. Mathias Döpfner Dara Khosrowshahi Christoph Keese Matthias Schmidt-Pfitzner CEO CEO Co-Founder & CEO Vice President Co-Founder & CEO CEO 9:15 - 9:25 9:25 - 9:35 9:35 - 9:45 9:45 - 9:55 9:55 - 10:05 10:05 - 10:15 10:15 - 10:40 14:20 - 14:30 10:40 - 10:50 10:50 - 11:00 11:00 - 11:10 11:10 - 11:20 11:20 - 11:30 11:30 - 11:40 11:40 - 11:50 11:50 - 12:00 12:00 - 12:10 12:10 - 12:20 12:20 - 12:30 12:30 - 12:40 12:40 - 12:55 12:55 - 13:10 13:10 - 13:20 13:20 - 13:30 13:30 - 13:40 13:40 - 13:50 13:50 - 14:00 16:35 - 16:50 16:50 - 17:00 14:30 - 14:45 14:45 - 14:55 14:55 - 15:05 15:05 - 15:15 15:15 - 15:25 15:25 - 15:35 16:05 - 16:15 16:15 - 16:25 16:25 - 16:35 15:35 - 15:45 15:45 - 15:55 15:55 - 16:05 Marco Rodzynek Gerhard Cromme Martin Ott Breakfast Founder & CEO Chairman VP, MD Central Europe 9:00 - 9:15 8:00 - 10:00 Dr. Bernd Montag Mark Krymalowski CEO CEO CEO Digital Partner CEO Head of EMEA Digital Practice POSITION COMPANY SESSION TITLE TIME SPEAKER K P A CP FC Keynote Panel Announcement Company Presentation Fireside Chat 17:00 - 17:10 Moovit BlaBlaCar Taxify Porsche Drivy Optibus Blacklane GoOpti FlixBus Movinga BMW iVentures BlaBlaCar Volocopter Bayer - EY Doctolib Top Doctors Prelude Babbel eGym NGP Capital Wooga Contentful Balderton Capital Balderton Capital General Atlantic NUCOM GROUP AUTO1 Group Target Global Announcement Target Global Target Global Marley Spoon Mister Spex Chronext Lalafo Lalafo tado° DCMN RankAbove Adtelligence La Mania BestSecret Permira OUTFITTERY Evaneos Kiwi.com HomeToGo Insight Venture Partners GetYourGuide Revolution Precrafted Between Tradition and Digitisation: What Old and New Economy can Learn from One Another? NOAH Advisors AUTO1 Group Facebook Axel Springer Uber hy Corporate Digital Innovation – from Shame to Fame Digital McKinsey Siemens Healthineers Egon Zehnder COMPANY MR MR MR MR MR MR MR MR MR Deutsche Telekom Rocket Internet Edge Technologies Generation IM 14:00 - 14:10 17:20 - 17:35 17:10 - 17:20 17:35 - 18:05 Claudia Nemat Oliver Samwer Coen van Oostrom Al Gore CTO Founder & CEO Founder & CEO Chairman Interview / Panel with participation of Marco Rodzynek Founder & CEO, NOAH Advisors K Party @ Tempodrom with DJ Ken Abel 22:00 Closing Note NOAH Advisors 18:05 - 18:10 Marco Rodzynek Founder & CEO Alice Weightman Tillan Barros Founder & CEO Founder & CEO 14:10 - 14:15 14:15 - 14:20 NOAH London 2017 Startups Winners The Work Crowd Misterporter MR MR MR MR COLOSSEUM - Day 1 6 June 2018 ® ®
  4. 4. Digital & TMT Fintech Lending Platforms Indus- trials & IoT Payments B2B & Software CP CP CP FC FC K FC FC FC CP CP CP CP CP CP CP CP CP P FC FC FC K Restaurants & Food Delivery FC Lunch served between 11:30 - 15:00 Tamaz Georgadze Mauro Giacobbe Ronald Slabke Giovanni Giuliani Malte Dummel Julian Teicke Yaron Valler Nazim Cetim Erik Podzuweit Benoît Legrand Max von Bismarck Valentin Stalf Peter Bakenecker Dr. Julian Hosp Ardian Gjeloshi Greg Skibiski Jens Woloszczak Alexander Artopé Raffael Johnen Philipp Pausder Rainer Maerkle Paul Walsh David Avgi Michael Kent Shirin Dehghan Marc-Alexander Christ Max Laemmle Ron Hirson Dvir Ben-Aroya Chris Farinacci Yoram Wijngaarde Oliver Steil Stefan Dziarski Peter Mühlmann Fatih Uysal Kumardev Chatterjee Holger Taubmann Nicolas Witte CEO CEO CEO Chief Strategy, Innovation & Business Development Officer CFO CEO General Partner CEO Co-Founder & Co-CEO Chief Innovation Officer CBO & Managing Director Founder & CEO Division President Germany & Switzerland Founder & CEO Co-Founder & Chairman Founder & CEO Co-Founder & CEO Co-Founder & CEO Co-Founder & CEO Founder & Managing Director Partner SVP Platform Strategy and Innovation CEO Co-Founder & CEO Partner Co-Founder Founder & CEO Chief Product Officer Co-Founder & CEO Head of Business Founder & CEO CEO Partner Founder & CEO CEO Founder & CEO CEO CEO Christoph Brand Jared Grusd Asaf Peled Oscar Höglund Efe Cakarel Rahul Sood John Suh Dipan Patel Nicolas Beraudo Payal Kadakia Adam Valkin David Thevenon Head of Classifieds & Marketplaces CEO Founder & CEO Co-Founder & CEO Founder & CEO Co-Founder & CEO CEO Partner Managing Director Founder & Executive Chairman General Partner 9:35 - 9:45 9:45 - 9:55 9:55 - 10:05 10:05 - 10:15 10:15 - 10:25 10:25 - 10:35 10:35 - 10:45 10:45 - 10:55 10:55 - 11:05 11:05 - 11:15 12:30 - 12:40 12:40 - 12:50 12:50 - 13:00 13:00 - 13:10 13:10 - 13:20 13:20 - 13:30 13:30 - 13:40 13:40 - 13:50 13:50 - 14:00 14:00 - 14:10 14:10 - 14:20 14:20 - 14:30 14:30 - 14:40 14:40 - 14:50 14:50 - 15:00 15:00 - 15:10 15:55 - 16:05 11:35 - 11:50 11:50 - 12:00 12:00 - 12:10 12:10 - 12:20 12:20 - 12:30 16.05 - 16:15 16:15 - 16:25 16:25 - 16:35 16:35 - 16:45 16:45 - 16:55 16:55 - 17:05 17:05 - 17:15 17:15 - 17:25 17:25 - 17:35 17:35 - 17:45 Marco Rodzynek Breakfast Founder & CEO 9:30 - 9:35 8:00 - 10:00 Partner POSITION COMPANY SESSION TITLE TIME SPEAKER K P CP FC Keynote Panel Company Presentation Fireside Chat Raisin Facile.it Hypoport Zurich Insurance Group xbAV wefox Group Target Global Allianz X Scalable Capital ING Group Deposit Solutions N26 Mastercard TenX Crowdhouse Thasos Group Spotcap smava auxmoney Thermondo Holtzbrinck Ventures VISA Safecharge Azimo Frog Capital SumUp Fraugster DocuSign Hop Asana Dealroom.co TeamViewer Permira Trustpilot Kariyer.net Unmanned Life Scytl Control€xpert Tamedia HuffPost Minute Media Epidemic Sound MUBI Unikrn LegalZoom Permira App Annie ClassPass General Catalyst Day 1 Summary NOAH Advisors Softbank COMPANY MR MR MR MR MR MR MR MR MR MR Entrepreneur First Federal Ministry for Economic Affairs and Energy Lakestar Telefónica Wayra Alpha Closing Note NOAH Advisors 15:20 - 15:30 15:30 - 15:55 15:10 - 15:20 17:45 - 17:50 Alice Bentinck Peter Altmaier Klaus Hommels Gonzalo Martín-Villa Christian Lindener Pablo Rodríguez Marco Rodzynek Co-Founder & CPO Federal Minister for Economic Affairs and Energy Founder & CEO Chief Innovation Officer CEO Germany CEO Founder & CEO Interview / Panel with participation of Marco Rodzynek Founder & CEO, NOAH Advisors Dominik Richter Harley Miller Niklas Östberg Stefan Nicola CEO Vice President CEO German Telecoms, Tech and Media Reporter 11:15 - 11:25 11:25 - 11:35 HelloFresh Insight Venture Partners Delivery Hero Bloomberg MR COLOSSEUM - Day 2 7 June 2018 ® ®
  5. 5. The event is a unique platform for senior executives from old champions and new challengers to discuss disruption in 10+ industrial verticals. Over 100 CEOs to tell the story of their Company! Marketing Tech Payments Restaurants & Food Delivery Lending Platforms B2B & Software Consumer Goods, Retail & Ecommerce Digital & TMT Fintech Healthcare, Science & Education Industrials & IoT Transportation & Mobility Travel & Tourism Online Fashion
  6. 6. Speakers 9
  7. 7. Michael Altendorf Co-Founder & CEO SPEAKER PROFILE • Michael is the Co-Founder and Chief Executive Officer of ADTELLIGENCE • Michael is also a Co-Organizer of the Technology Ventures Program, the regional Entrepreneurship Club, TEDx, the Maifeld Derby Rock Music Festival & Member of the CEO collaborative Forum and Technology Pioneer at the World Economic Forum. • Next to this Michael also speak regularly at different conferences and lectures on divers topics like entrepreneurship, internet trends or Venture Capital around the globe at different business schools. • Previously, Michael worked at SAP as Product Manager and in Global Marketing and an institute for interdisciplinary peace research and sustainability. • Michael earned his Diploma in Economics from University of Heidelberg KEY COMPANY FACTS 10 MARKETING TECH Ecommerce Optimization and Customer Intelligence Solutions COMPANY PROFILE ADTELLIGENCE @ NOAH • Adtelligence provides personalization and customer intelligence solutions for online businesses. By using next generation machine learning solutions Adtelligence enables eshops to increase conversion rates by using all available data from customers, shop or devices in real time. Our technology uses ultra fast in-memory machine learning algorithms to increase conversions – resulting increased revenues & customer happiness • The Adtelligence Convert+ Personalization Cloud Solution provides real-time personalization, multivariate testing, page segmentation, behavioral targeting and fully automated optimization using Big Data and genetic mutation machine learning algorithms to generate a unique customer experience for every user. • The customer intelligence solutions enables the marketer to get new insights about their clients and steer their marketing in real time. • Adtelligence is a venture funded German Software/SaaS company founded by former SAP employees in 2009 with a strong European presence, currently expanding worldwide Key Corporate Facts Headquarters Mannheim, Germany Founded 2009 Employees 51-100 Active Markets Global Ownership Private NOAH Content Adtelligence at NOAH Website adtelligence.com/en/ Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users <5k <5k Visits <5k <5k Minutes 03:12 03:14 Sessions Mobile: 0% Desktop: 100% Mobile: 62% Desktop: 48% Apr 2018 Sources Search: 46%, Referrals: 51%, Other: 3% Present your business proposal through NOAH Connect app Main Presentation Topics Attendees @ NOAH Michael Altendorf, Co-Founder & CEO N/A
  8. 8. Dr. Nazim Cetin CEO SPEAKER PROFILE • Dr. Nazim Cetin is the CEO of Allianz X. Nazim has more than a decade of leadership experience in investing, business development and entrepreneurship. Nazim joined Allianz X most recently from media conglomerate Bertelsmann, where he was a Vice President of Corporate Development & New Businesses, as well as Head of Business Development. Prior, he founded the first German magazine focusing on philosophy and economics agora 42; internationalized the commercial finance division of Maple Bank; served as a venture partner for Target Global, and an advisor for many international VC funds and start-ups • He received his Diplom in Economics from Eberhard- Karls-Universität Tübingen, a M.Sc in Economics and Management from Universitat Pompeu Fabra Barcelona, and a Ph.D. in Economics from University Witten-Herdecke KEY INVESTOR FACTS 11 INVESTORS Digital Investment Unit of the Allianz Group INVESTOR PROFILE ALLIANZ X @ NOAH • Allianz X is the digital investment unit of the Allianz Group • We are investing in digital growth companies that are part of the ecosystems related to insurance • Our goal is to identify and invest in the best digital frontrunners that are strategically relevant for the Allianz Group • We provide an interface between portfolio companies and the digital ecosystem within Allianz as well as drive innovation across Allianz’s operating entities and global lines of business Doing Business @ NOAH Main Presentation Topics Attendees @ NOAH Dr. Nazim Cetin, CEO Panel discussion with and Key Portfolio Companies Key Corporate Facts Headquarters Munich, Germany Founded 2013 Employees 26-50 Active Markets Global NOAH Content Allianz at NOAH Website allianzx.com Present your business proposal through NOAH Connect app
  9. 9. Pablo Rodriguez CEO SPEAKER PROFILE • With 20+ years of experience, Pablo worked in several Silicon Valley startups (Inktomi and Tahoe Networks, building the first routers for mobile networks). He also worked at Microsoft Research • At Telefonica he established its Research arm (Networks, Data Science, AI) in 2006 and lead its Product Innovation unit, driving ideas to early stage commercialisation with an innovation model now featured as a Harvard Business Review case. He launched Telefonica's Video Content Delivery Network, used to stream the Olympics or Champions League to millions. • He co-founded the Data Transparency Lab, a privacy NGO, and has also worked with chef Ferran Adria (El Bulli) and F.C Barca applying data science to gastronomy and soccer strategies. He was also an adjunct Professor at Columbia University, NYC KEY COMPANY FACTS 12 COMPANY PROFILE ALPHA @ NOAH • Alpha is an innovation facility based in Barcelona. It was established by Telefonica in January 2016. Alpha was created to address some of the biggest problems in society by conceiving and delivering radical solutions and breakthrough technology • We build Moonshots - multi-year development projects that address big societal problems. Our mission is for these Moonshots to one day evolve into successful business models in their own right Doing Business @ NOAH TELECOMMUNICATIONS Telefonica’s Innovation Facility Key Corporate Facts Headquarters Barcelona, Spain Founded 2016 Employees 51-100 Active Markets Global Ownership Private – Telefonica Website alpha.company Main Presentation Topics Attendees @ NOAH Pablo Rodriguez, CEO 1. How Alpha pioneers 'moonshot' thinking 2. How Alpha contributes to innovation in the Telefonica group 3. What corporations can learn from this model of innovation Service Provider Interest Analytics – BI, CI & Data Science Key Hires Interest AI & Rapid Prototyping roles, Machine Learning, Ideation Specialist, Rapid Prototyping Software expert
  10. 10. SPEAKER PROFILE • Nicolas is Managing Director at App Annie • A veteran in the video game industry, he has over 17 years of experience in sales, licensing and business development with leading publishers globally • Prior to joining App Annie, Nick served as VP of Business Development at Glu. He also served as Senior Director of Licensing at Atari, Inc. where he was responsible for outbound licensing of the Atari and Hasbro portfolio on all new digital platforms • Nicolas also served as VP of Sales for Virgin Interactive and Director of Sales for Interplay Entertainment from 1996 to 2003 KEY COMPANY FACTS 13 B2B & SOFTWARE #1 Decision-Making Platform for the Mobile App Economy COMPANY PROFILE APP ANNIE @ NOAH • App Annie delivers the most trusted app data and insights for your business to succeed in the global app economy • Over 1,000,000 registered members rely on App Annie to better understand the app market, their businesses and the opportunities around them • The company is headquartered in San Francisco with 450 employees across 15 global offices • App Annie has received $157 million in financing from investors such as e.ventures, Greenspring Associates, Greycroft Partners, IDG Capital Partners, Institutional Venture Partners and Sequoia Capital Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 1.6m 1.2m Visits 4.5m 2.7m Minutes 04:09 03:39 Sessions Mobile: 37% Desktop: 63% Mobile: 45% Desktop: 54% Apr 2018 Sources Direct: 56%, Search: 35%, Referrals: 2%, Other: 7% Key Corporate Facts Headquarters San Francisco, CA, US Founded 2010 Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Greenspring Associates, IVP, Sequoia Capital, Greycroft Partners, IDG Funding $157m NOAH Content App Annie at NOAH Website appannie.com Main Presentation Topics Attendees @ NOAH Nicolas Beraudo, MD EMEA Silvia Buermann, Territory Director, CEE Bertrand Salord, VP Marketing EMEA 1. The continued growth of the app economy 2. The opportunity for TMT companies using apps to grow their business 3. Best practices in app strategy Present your business proposal through NOAH Connect app Nicolas Beraudo Managing Director
  11. 11. SPEAKER PROFILE • Chris Farinacci currently serves as the COO at Asana, after over four years at Google as the Senior Director of Global Marketing, Google for Work and Google for Education • Chris leads Asana's go-to-market efforts, including sales, marketing, business development, business operations, customer success and customer support • He holds Bachelor of Science in Mechanical Engineering from The Ohio State University KEY COMPANY FACTS 14 B2B & SOFTWARE Work-management Software COMPANY PROFILE ASANA @ NOAH • Asana is a fast-growing company that makes it easy for any team or organization to plan, prioritize, manage, track, and complete their projects, processes and work with greater clarity and accountability, and to generally be more effective and focused. If you’ve ever worked on a large team, you’ve faced the age old problem of work about work. We’re solving it at Asana • The company was established in 2008 and is based in San Francisco, California Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 2.3m 3.8m Visits 22.0m 30.8m Minutes 09:56 10:15 Sessions Mobile: 8% Desktop: 92% Mobile: 12% Desktop: 88% Apr 2018 Sources Direct: 86%, Search: 8%, Referrals: 1%, Other: 5% Key Corporate Facts Headquarters San Francisco, CA, US Founded 2008 Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Generation IM, Founders Fund, Y Combinator Funding $163m Website asana.com Main Presentation Topics Attendees @ NOAH Chris Farinacci, Head of Business N/A Present your business proposal through NOAH Connect app Chris Farinacci COO
  12. 12. Dr. Mathias Döpfner CEO SPEAKER PROFILE • Dr Mathias Döpfner, born 1963, studied musicology, German and theatrical arts in Frankfurt and Boston • He started his career as a journalist at the "Frankfurter Allgemeine Zeitung" in 1982. He was director of a PR agency from 1988 to 1990. In 1992 he worked on the staff of the international director of the Gruner + Jahr publishing company in Paris and later became assistant to the CEO of Gruner + Jahr in Hamburg. He then held further positions in journalism as editor-in- chief of "Wochenpost" in Berlin (1994–1996) and "Hamburger Morgenpost" (1996–1998) • He has been with Axel Springer SE since 1998. Initially as editor-in-chief of Die Welt. Dr Mathias Döpfner became the member of the Executive Board responsible for the Multimedia Division in July 2000 and took charge of the Newspapers Division as well in October 2000. He has been CEO of the Axel Springer SE since January 2002 KEY COMPANY FACTS 15 DIGITAL & TMT One of the Largest Digital Publishing Houses in Europe COMPANY PROFILE AXEL SPRINGER @ NOAH • Axel Springer is the leading digital publisher in Europe and is active in more than 40 countries. Publishing brands include BILD, DIE WELT and BUSINESS • INSIDER • Journalism is the foundation of the business model. When Axel Springer founded its first publishing house in 1946, the editors spent the first year working above a warehouse, often without electricity • Today, Axel Springer owns and operates the world’s largest digital classifieds business with classifieds revenues of €1.0bn and an EBITDA of €413m in the financial year 2017 Doing Business @ NOAH Main Presentation Topics Attendees @ NOAH Dr. Mathias Döpfner, CEO Fireside chat with Marco Rodzynek Valuation Data and Key Financials Market Cap €7.4bn Key Financials 2017 Revenues Digital Other €3,563m 72% 28% Adjusted EBITDA €646m Margin 18% EV/Revenue 2.5x EV/EBITDA 13.5x All financial actual data and estimates provided by CapitaIQ, as of 08/05/2018. Key Corporate Facts Headquarters Berlin, Germany Founded 1946 Employees 10,000+ Active Markets Global Ownership Public (ETR) Company Presentation Click here to download NOAH Content Axel Springer at NOAH Website axelspringer.de Present your business proposal through NOAH Connect app
  13. 13. Gerhard Cromme Chairman SPEAKER PROFILE • Gerhard Cromme is the Chairman of AUTO1 Group • He has been a member of Siemens’ Supervisory Board since 2003 and Chairman of the Audit Committee since 2005 • He studied law and economics from 1962 to 1971 at the Universities of Münster, Lausanne and Paris and passed first and second "Staatsexamen" (state examination for lawyers) and Awarded Doctorate in Law • He has a PMD from Harvard Business School KEY COMPANY FACTS 16 CONSUMER GOODS, RETAIL & ECOMMERCE Global Online Car Marketplace COMPANY PROFILE AUTO1 GROUP @ NOAH • AUTO1 Group was founded by Christian Bertermann and Hakan Koç, both former Berlin based internet executives, in August 2012 to change the way cars are bought and sold. In 2014 former Groupon SVP Chris Muhr joined the team as co-founder and Chief Operating Officer • AUTO1 Group buys used cars from OEMs, dealerships and its own business units and sells them into its global dealership network. Prices are determined by its proprietary CORE pricing algorithm • The entire service including inspection and valuation is free of charge • AUTO1 is now trading with more than 35,000 professional partners and selling more than 40,000 cars per month Key Corporate Facts Headquarters Berlin, Germany Founded 2012 Employees Over 1,000 Active Markets Global Ownership Private – VCs Key Investors SoftBank, Princeville Global, DST Global, Baillie Gifford, Piton Capital Funding $1.1bn NOAH Content AUTO1 Group at NOAH Website auto1-group.com Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 0.1m 0.1m Visits 0.6m 0.6m Minutes 09:08 12:35 Sessions Mobile: 52% Desktop: 47% Mobile: 37% Desktop: 63% Apr 2018 Sources Direct: 72%, Search: 10%, Referrals: 10%, Other: 8% Present your business proposal through NOAH Connect app Main Presentation Topics Attendees @ NOAH Hakan Koç, Co-Founder & Co-CEO Gerhard Cromme, Chairman Fireside chat with Marco Rodzynek
  14. 14. Hakan Koç Co-Founder & Co-CEO SPEAKER PROFILE • Hakan Koc is Co-Founder & Co-CEO of AUTO1 Group, an online marketplace for the buying and selling of inspected used cars • He was previously the chief product officer at Home24.de • Koc holds an LLB from Bucerius Law School KEY COMPANY FACTS 17 CONSUMER GOODS, RETAIL & ECOMMERCE Global Online Car Marketplace COMPANY PROFILE AUTO1 GROUP @ NOAH • AUTO1 Group was founded by Christian Bertermann and Hakan Koç, both former Berlin based internet executives, in August 2012 to change the way cars are bought and sold. In 2014 former Groupon SVP Chris Muhr joined the team as co-founder and Chief Operating Officer • AUTO1 Group buys used cars from OEMs, dealerships and its own business units and sells them into its global dealership network. Prices are determined by its proprietary CORE pricing algorithm • The entire service including inspection and valuation is free of charge Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 0.1m 0.1m Visits 0.6m 0.6m Minutes 09:08 12:35 Sessions Mobile: 52% Desktop: 47% Mobile: 37% Desktop: 63% Apr 2018 Sources Direct: 72%, Search: 10%, Referrals: 10%, Other: 8% Present your business proposal through NOAH Connect app Main Presentation Topics Attendees @ NOAH Fireside chat with Marco Rodzynek Hakan Koç, Co-Founder & Co-CEO Gerhard Cromme, Chairman Key Corporate Facts Headquarters Berlin, Germany Founded 2012 Employees Over 1,000 Active Markets Global Ownership Private – VCs Key Investors SoftBank, Princeville Global, DST Global, Baillie Gifford, Piton Capital Funding $1.1bn NOAH Content AUTO1 Group at NOAH Website auto1-group.com
  15. 15. SPEAKER PROFILE • Raffael is the co-founder & CEO of auxmoney, the leading marketplace for consumer credit in continental Europe • He also co-founded Excellion Capital, a London-based merchant banking boutique specialised in corporate finance advisory and principal investments, leveraging technology • Prior to founding his own businesses, Raffael was a Vice President at Rothschild Investment Bank in Frankfurt KEY COMPANY FACTS 18 LENDING PLATFORMS Online Lending Marketplace COMPANY PROFILE AUXMONEY @ NOAH • auxmoney is the largest credit marketplace in Continental Europe. On auxmoney, private and institutional investors invest directly in pre-approved borrowers • To date, auxmoney has funded more than 100,000 loan requests with a total volume of more than €800 million. Using its unique risk models and expertise in credit rating and underwriting, auxmoney can make more favourable loans available to more people, while enabling investors to benefit from attractive risk- adjusted returns • Leading VCs such as Index Ventures, Union Square Ventures, Foundation Capital and Partech Ventures are invested in auxmoney Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 0.2m 0.2m Visits 0.6m 0.5m Minutes 05:31 04:34 Sessions Mobile: 53% Desktop: 47% Mobile: 57% Desktop: 43% Apr 2018 Sources Direct: 54%, Search: 38%, Referrals: 3%, Other: 5% Key Corporate Facts Headquarters Düsseldorf, Germany Founded 2007 Employees 100-1,000 Active Markets National Ownership Private - VCs Key Investors Index Ventures, Union Square Ventures, Aegon, Foundation Capital, Seven Ventures Funding $198m NOAH Content auxmoney at NOAH Website auxmoney.com Main Presentation Topics Attendees @ NOAH Raffael Johnen, Co-Founder & CEO 1. auxmoney growth story 2. Digitalization of Lending 3. Enlarging credit access Raffael Johnen Co-Founder & CEO Key Operational KPIs Loan Origination Volume in 2017 €316m Platform Funding Commitments €1bn+ Partnerships Interest Banks that look to improve or enlarge their credit offering Key Hires Interest Data Scientists, Risk Analysts, Data Engineers, Developer, Sales & Marketing Professionals
  16. 16. Michael Kent Founder & CEO SPEAKER PROFILE • Michael Kent is a serial entrepreneur, who has spent the last decade building businesses in consumer financial services. He started Azimo to challenge high- transfer costs and drastically speed-up the way consumers send money abroad • He founded Small World Financial Services Group in 2004, growing the multi billion-dollar company to become Europe’s largest offline money transfer provider and a top ten player globally • Alongside Azimo, Michael founds and invests in consumer-focused banks and financial services businesses (e.g. CorporatePay, Curve, YoYo Wallet, ClarityFX) and advises institutional investors and blue- chip corporates on cross-border payments. He previously held senior M&A positions at WPP and News Corp • Michael holds a MA from Cambridge University and a MBA from INSEAD KEY COMPANY FACTS 19 PAYMENTS Online International Money Transfer Service COMPANY PROFILE AZIMO @ NOAH • Launched in 2012, digital money transfer company Azimo was created to harness the smartphone revolution, disrupt the remittance sector and lower prices for migrants sending money home • With the growth of mobile and the rising digital expectations of consumers, founder and CEO Michael Kent realised the power of a seamless, anywhere, anytime money transfer service that didn’t cost a huge fee • Azimo now has over a million users connected to the service and has created the largest digital network in the world, enabling money to be sent to over 5 billion people in 190+ countries, from any internet-connected device • Over 2.6 billion adults globally don’t have bank accounts. And even if sending money to a bank account is possible, it’s not always the preferred option. Azimo can deliver the money in 80+ currencies to bank accounts, cash, mobile wallets, mobile top up as well as home delivery. • Azimo is at the fore-front of tech innovation and has partnered with Facebook and Apple amongst others, in order to provide a fast, simple and secure service to change the way people living abroad send money to their loved ones Key Corporate Facts Headquarters London, UK Founded 2012 Employees 51-100 Active Markets Global Ownership Private – VCs Key Investors e.ventures, MCI Capital, Rakuten, Greycroft Partners, Frog Capital Funding $46m NOAH Content Azimo at NOAH Website azimo.com Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 0.3m 0.3m Visits 1.0m 0.9m Minutes 05:58 04:23 Sessions Mobile: 59% Desktop: 41% Mobile: 65% Desktop: 35% Apr 2018 Sources Direct: 51%, Search: 26%, Referrals: 3%, Other: 20% Main Presentation Topics Attendees @ NOAH Michael Kent, Founder & CEO 1. Cross-border payments 2. Mobile payments 3. AI/Machine learning Partnerships Interest We are interested in establishing commercial partnership with companies that want to work with us in cross-border payments Key Hires Interest We are always keen to hire great people in the areas of AI/data sciences and product
  17. 17. SPEAKER PROFILE • Markus is one of the four founders of Babbel and leads the company as CEO • Before Babbel, Markus was engaged in various positioans at Native Instruments where was responsible for online marketing, web content and technical infrastructure for six years • Prior, he was a university lecturer for cultural studies at the Humboldt Universität in Berlin KEY COMPANY FACTS 20 HEALTHCARE, SCIENCE & EDUCATION Market-leading App for Language Learning COMPANY PROFILE BABBEL @ NOAH • Founded in 2007, Babbel is the world’s first language learning app • A leader in the online language learning industry, Babbel is an international success with more than 1 million active subscribers and ranked as the world’s #1 innovative company in education • Our meticulously designed courses guarantee you language skills you can use right away. Babbel is the shortest path to real-life conversations; 73% of our users indicated that they’d be able to have a short, simple conversation in their new language within five hours of using Babbel Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 6.4m 5.5m Visits 11.3m 9.5m Minutes 03:24 04:12 Sessions Mobile: 52% Desktop: 48% Mobile: 48% Desktop: 52% Apr 2018 Sources Direct: 37%, Search: 30%, Referrals: 2%, Other: 31% Key Corporate Facts Headquarters Berlin, Germany Founded 2007 Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors Scottish Equity Partners, Nokia Growth Partners, KIZOO, REV, IBB Beteiligungsgesellschaft Funding $33m NOAH Content Babbel at NOAH Website babbel.com Main Presentation Topics Attendees @ NOAH Markus Witte, Co-Founder & CEO N/A Present your business proposal through NOAH Connect app Markus Witte Co-Founder & CEO
  18. 18. Suranga Chandratillake Partner SPEAKER PROFILE • Suranga joined Balderton as a General Partner in 2013. He was previously an entrepreneur and engineer • Suranga founded blinkx, the intelligent search engine for video and audio content in Cambridge in 2004. He then led the company for eight years as CEO through its journey of moving to San Francisco, building a profitable business and going public in London where it achieved a peak market capitalisation in excess of $1Bn. Before founding blinkx, Suranga was an early employee at Autonomy Corporation - joining as an engineer in the Cambridge R&D team and ultimately serving as the company's US CTO in San Francisco • Suranga has a MA in Computer Science from the University of Cambridge • He holds patents in the area of video discovery and online video advertising. KEY INVESTOR FACTS 21 INVESTORS The Largest Series A Focused European Venture Capital Firm INVESTOR PROFILE BALDERTON CAPITAL @ NOAH • Balderton is the largest Europe focused venture fund. The company invest between $1m to $20m into companies with the potential to disrupt huge industries, and the ambition to scale globally • Balderton’s focuses on early stage, European technology businesses, with ambitious founders and unique approaches. • Balderton invests for the long term, with the ability to support our companies from start to exit Doing Business @ NOAH Main Presentation Topics Attendees @ NOAH Suranga Chandratillake, Partner Panel discussion with and Key Portfolio Companies Key Corporate Facts Headquarters London, UK Founded 2000 Funds Raised $2.3bn Employees 26-50 Active Markets Global NOAH Content Balderton at NOAH Website balderton.com Present your business proposal through NOAH Connect app
  19. 19. Rob Moffat Partner SPEAKER PROFILE • Rob joined Balderton Capital in 2009 and was promoted to partner in 2015 • He is currently a board director or observer with five portfolio companies: Carwow, Wooga, Nutmeg, Prodigy Finance, and Patients Know Best. Other investments he has worked with at Balderton include Qubit, Citymapper, Housetrip, Scoot and Archify • Rob's focus sector is fintech, in particular insurance and retail financial services. Marketing is a particular area of interest, and Rob is responsible for best practice sharing in marketing across the portfolio • Prior to joining Balderton Rob worked for Google in London, as a Manager in the European Strategy and Operations team • He started his career with five years in strategy consulting with Bain, and holds an MBA from INSEAD and a Masters in Statistics from Cambridge KEY INVESTOR FACTS 22 INVESTORS The Largest Series A Focused European Venture Capital Firm INVESTOR PROFILE BALDERTON CAPITAL @ NOAH • Balderton is the largest Europe focused venture fund. The company invest between $1m to $20m into companies with the potential to disrupt huge industries, and the ambition to scale globally • Balderton’s focuses on early stage, European technology businesses, with ambitious founders and unique approaches. • Balderton invests for the long term, with the ability to support our companies from start to exit Doing Business @ NOAH Attendees @ NOAH Rob Moffat, Partner Key Portfolio Companies Key Corporate Facts Headquarters London, UK Founded 2000 Funds Raised $2.3bn Employees 26-50 Active Markets Global NOAH Content Balderton at NOAH Website balderton.com Present your business proposal through NOAH Connect app Main Presentation Topics Panel discussion with and
  20. 20. Saskia Steinacker Global Head of Digital Excellence SPEAKER PROFILE • Saskia Steinacker was named Global Head of Digital Excellence in February 2017. In this capacity, she leads Bayer’s digital transformation in close collaboration with the Board of Management. Together with the divisions and functions she developed the company’s Digital Agenda with a focus on new business models to accelerate new growth • From 2013-2016 she lead the global digital IT function for Bayer and prior to this the Bayer North America Marketing & Sales IT unit • In 2004 she joined Bayer and held a succession of roles in Marketing, ranging from Multichannel Marketer to Head of Dialog Marketing for Diabetes Care. In this capacity she redesigned the customer interaction of the unit and launched a state-of the art CRM program. • She graduated from Ecosign Academy with a degree in Communication Design and holds a Master in Business Administration from Liverpool University KEY COMPANY FACTS 23 HEALTHCARE, SCIENCE & EDUCATION Global Life Sciene Company COMPANY PROFILE BAYER @ NOAH • Bayer is a Life Science company with a more than 150-year history and core competencies in the areas of health care and agriculture. With our innovative products, we are contributing to finding solutions to some of the major challenges of our time • Together, the Life Science businesses make up a strong, attractive and balanced portfolio that is resistant to fluctuations in demand and to potential risks. Our operations are managed in three divisions – Pharmaceuticals, Consumer Health and Crop Science – and the Animal Health business unit, which are also reporting segments Doing Business @ NOAH Valuation Data and Key Financials Market Cap €87.2bn 2017 2018E Growth Revenues €m 35,015 35,341 1% EBITDA €m 8,801 9,443 7% Margin % 25% 27% - EV/Revenue 2.5x 2.5x (0%) EV/EBITDA 9.5x 9.4x (1%) All financial actual data and estimates provided by CapitaIQ, as of 06/05/2018. Key Corporate Facts Headquarters Leverkusen, Germany Founded 1863 Employees 99,820+ Active Markets Global Ownership Public (ETR) Key Shareholders Temasek, Vanguard Group, NBIM, BlackRock Investor Presentations Click here to download Website bayer.com Main Presentation Topics Attendees @ NOAH Saskia Steinacker, Global Head of Digital Excellence Service Provider Interest Business Intelligence CI & Data Science Women in Healthcare Panel Discussion with and Simone Menne
  21. 21. SPEAKER PROFILE • Daniel Schustermann is the CEO of Schustermann & Borenstein, the leading exclusive omnichannel retail fashion community for private members in the DACH region. BestSecret is the subsidiary of Schustermann & Borenstein, and is an e-commerce company for designer merchandise • Daniel received his higher education from European Business School KEY COMPANY FACTS 24 ONLINE FASHION Europe’s Most Exclusive Shopping Community COMPANY PROFILE BESTSECRET @ NOAH • BestSecret offer exclusive insider access to the best brands at the best prices, each and every day • Unlike other members’ shopping clubs that only order items in when the flash sale expires, our products are available immediately. We have over one million items in stock from over 3,000 brands in our state-of-the-art warehouse • Access to BestSecret is by-invite only. To become a member, you must be referred to join by another member or come through one of our limited and exclusive partnerships. Memberships can be found in anything from your magazine subscription to your credit card benefits package. However we do limit the number of members that come through partnership channels and can close the door at our perceived capacity Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 0.4m 0.5m Visits 1.8m 2.5m Minutes 13:41 12:23 Sessions Mobile: 44% Desktop: 56% Mobile: 54% Desktop: 46% Apr 2018 Sources Direct: 64%, Search: 16%, Referrals: 4%, Other: 16% Key Corporate Facts Headquarters Dornach, Germany Founded 2007 Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Ardian, Permira Funding €200m Website bestsecret.com Main Presentation Topics Attendees @ NOAH Daniel Schustermann, CEO S&B Fireside chat with Present your business proposal through NOAH Connect app Daniel Schustermann CEO, Schustermann & Borenstein
  22. 22. SPEAKER PROFILE • Prior to becoming Chief Executive Officer in October 2016, Nicolas oversaw BlaBlaCar’s global operations and international growth as Chief Operating Officer since 2011. He led the company’s corporate development, overseeing eight acquisitions, expansion to twenty markets, and three successive rounds of fundraising • Prior to joining BlaBlaCar, Nicolas worked for several startups in Silicon Valley during the dotcom boom, before moving on to executive and investor roles, including spending time as a Venture Capitalist at Amadeus Capital Partners in London • He holds an MBA from INSEAD, a Masters in Optics from Ecole Supérieure d’Optique and a Masters in Applied Physics from Paris XI University • Nicolas is also an active angel investor and tweets @nbrusson KEY COMPANY FACTS 25 TRANSPORTATION & MOBILITY Leading Long-Distance Car Pooling Platform COMPANY PROFILE BLABLACAR @ NOAH • BlaBlaCar is the world leading long-distance carpooling platform. It's a trusted community marketplace that connects car drivers with empty seats to passengers looking for a ride, over average distances of 300km • With 60 million members worldwide and over 18 million travellers every quarter, BlaBlaCar is creating an entirely new, people powered, travel network. With a dedicated member relations service, a state of the art web and mobile platform, and a fast-growing trusted community, BlaBlaCar is making travel social, money-saving and more efficient for millions of members Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 0.8m 0.9m Visits 2.0m 1.8m Minutes 01:34 01:51 Sessions Mobile: 82% Desktop: 18% Mobile: 77% Desktop: 23% Apr 2018 Sources Direct: 56%, Search: 39%, Referrals: 1%, Other: 4% Main Presentation Topics Attendees @ NOAH Nicolas Brusson, Co-Founder & CEO Chantal Ambord, General Manager N/A Present your business proposal through NOAH Connect app Nicolas Brusson Co-Founder & CEO Key Corporate Facts Headquarters Paris, France Founded 2006 Employees 100-1,000 Active Markets Global Ownership Private - VCs Key Investors Baring Vostok, Accel, Index Ventures, Insight, Lead Edge NOAH Content BlaBlaCar at NOAH Funding $335m Website blablacar.com
  23. 23. SPEAKER PROFILE • Chantal Ambord is a General Manager of BlaBlaPro team • Before joining BlaBlaCar, Chantal spent five years working in Asia, notably driving the marketing efforts of the Hong Kong Stock Exchange in Europe and contributing to the listing of international companies such as Prada in Hong Kong • Chantal previous entrepreneurial experience include building Nextfunder, an equity crowdfunding platform, and the Women’s Exchange, an association to increase women leadership in Hong Kong’s financial industry • Chantal speaks five languages and holds an MBA degree from INSEAD KEY COMPANY FACTS 26 TRANSPORTATION & MOBILITY Leading Long-Distance Car Pooling Platform COMPANY PROFILE BLABLACAR @ NOAH • BlaBlaCar is the world leading long-distance carpooling platform. It's a trusted community marketplace that connects car drivers with empty seats to passengers looking for a ride, over average distances of 300km • With 60 million members worldwide and over 18 million travellers every quarter, BlaBlaCar is creating an entirely new, people powered, travel network. With a dedicated member relations service, a state of the art web and mobile platform, and a fast-growing trusted community, BlaBlaCar is making travel social, money-saving and more efficient for millions of members Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 0.8m 0.9m Visits 2.0m 1.8m Minutes 01:34 01:51 Sessions Mobile: 82% Desktop: 18% Mobile: 77% Desktop: 23% Apr 2018 Sources Direct: 56%, Search: 39%, Referrals: 1%, Other: 4% Main Presentation Topics Attendees @ NOAH Nicolas Brusson, Co-Founder & CEO Chantal Ambord, General Manager Fireside chat with Marco Rodzynek Present your business proposal through NOAH Connect app Chantal Ambord General Manager, BlaBlaPro Team Key Corporate Facts Headquarters Paris, France Founded 2006 Employees 100-1,000 Active Markets Global Ownership Private - VCs Key Investors Baring Vostok, Accel, Index Ventures, Insight, Lead Edge NOAH Content BlaBlaCar at NOAH Funding $335m Website blablacar.com
  24. 24. SPEAKER PROFILE • Dr. Jens Wohltorf is the CEO and co-founder of the global professional driver service Blacklane • Blacklane provides peace of mind for passengers and drivers in more than 50 countries and 250 cities around the world. Blacklane guarantees high-quality vehicles with commercially licensed and insured drivers at fair, fixed and all-inclusive rates • Prior to founding Blacklane, Jens Wohltorf worked as Principal at the Boston Consulting Group • Wohltorf studied industrial engineering at the Technical University of Berlin with research residencies at the University of California, Berkeley, and MIT, where he studied urban traffic patterns. In 2005 he completed his Ph.D. in Telecommunications at the Distributed Artificial Intelligence Laboratory of the Technical University of Berlin KEY COMPANY FACTS 27 TRANSPORTATION & MOBILITY Global Professional Driver Services Company COMPANY PROFILE BLACKLANE @ NOAH • Blacklane is the global professional driver service, covering the first and last miles of your journey • We provide peace of mind for passengers and drivers in more than 50 countries, 250 cities and 500 airports around the world • We guarantee high-quality rides at fair, fixed and all-inclusive rates • All drivers are commercially licensed and insured • Our state-of-the-art systems and a multi-lingual 24/7 Customer Service team coordinate tens of thousands of quality cars in real time • You can schedule rides on our website or mobile apps or via distribution and channel partners Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 0.1m 0.2m Visits 0.3m 0.4m Minutes 02:11 02:43 Sessions Mobile: 38% Desktop: 62% Mobile: 49% Desktop: 51% Apr 2018 Sources Direct: 24%, Search: 64%, Referrals: 4%, Other: 8% Key Corporate Facts Headquarters Berlin, Germany Founded 2011 Employees 100-1,000 Active Markets Global Product Presentation Click here to download Ownership Private – VCs Key Investors Daimler, ALFAHIM, btov Partners, ALSTIN Funding $83m Website blacklane.com Main Presentation Topics Attendees @ NOAH Dr. Jens Wohltorf, Co-Founder & CEO 1. Global quality focus across all touchpoints 2. Growing the addressable market of worldwide chauffeur services 3. Expansion into adjacent airport concierge services market Dr. Jens Wohltorf Co-Founder & CEO M&A Interest Open to discussions Partnerships Interest Travel and transportation Key Hires Interest Hiring dozens of positions, including Head of Brand, senior developers and engineers, a senior designer, and several sales positions
  25. 25. SPEAKER PROFILE • Stefan Nicola covers German technology, media and telecoms companies for Bloomberg News and BloombergBusinessweek from Berlin • He's a seasoned journalist with more than 12 years of reporting experience in fields ranging from renewable energy to arts and politics • Prior to joining Bloomberg, Stefan was the Europe correspondent for United Press International (UPI) and wrote for publications including 11Freunde, the European Energy Review and Gruner + Jahr's VIEW • He has covered events including the German and U.S. presidential elections, G8, EU, NATO and U.N. climate summits as well as the FIFA World Cup KEY COMPANY FACTS 28 MEDIA Leader in Global Business and Financial Information COMPANY PROFILE BLOOMBERG @ NOAH • Bloomberg is the world's primary distributor of financial data and a top news provider of the 21st century • A global information and technology company, we use our dynamic network of data, ideas and analysis to solve difficult problems every day • Our customers around the world rely on us to deliver accurate, real-time business and market information that helps them make important financial decisions Doing Business @ NOAH Key Corporate Facts Headquarters New York City, NY, US Founded 1981 Employees 19,000 Active Markets Global Ownership Private NOAH Content Bloomberg at NOAH Website bloomberg.com Main Presentation Topics Attendees @ NOAH Stefan Nicola, German TMT Reporter Fireside chat with Key Financials Revenues 2015 ~$9bn Traffic Apr-17 Apr-18 Unique Users 43.5m 44.9m Visits 107.5m 105.9m Minutes 07:20 08:55 Sessions Mobile: 40% Desktop: 60% Mobile: 39% Desktop: 61% Apr 2018 Sources Direct: 34%, Search: 40%, Referrals: 10%, Other: 16% Key Operating KPIs Subscriptions (Bloomberg Professional) 325k Stories Published (Bloomberg News) 5k / day Global Locations 192 Present your business proposal through NOAH Connect app Stefan Nicola German Telecoms, Tech and Media Reporter
  26. 26. SPEAKER PROFILE • Simone Menne sits in the Supervisory Board Member of BMW, DPDHL and Springer Nature • Previously, she was a Member of the Board of Managing Directors in charge of finance in Boehringer Ingelheim • Prior to that, Simone has been the CFO and a member of the Executive Board of Deutsche Lufthansa since 2012. Between 1989 and 1999, Simone held various positions in revenue accounting, working as the head of data processing and user services, as a project manager. In 1999, she assumed responsibility for commercial management and HR for Lufthansa in Southwest Europe prior to taking over the same position for all of Europe in London in 2001. In 2004, Simone Menne was appointed VP Finance and Accounting at Lufthansa Technik before moving to British Midland Ltd. as the CFO in 2010 KEY COMPANY FACTS 29 HEALTHCARE, SCIENCE & EDUCATION Supervisory Board Member of BMW, DPDHL, Springer Nature COMPANY PROFILE SIMONE MENNE @ NOAH BMW Group • German multinational company which currently produces automobiles and motorcycles, and also produced aircraft engines until 1945 • The company was founded in 1916 and has its headquarters in Munich, Bavaria. BMW produces motor vehicles in Germany, Brazil, China, India, South Africa, the United Kingdom and the United States • Automobiles are marketed under the brands BMW (with sub-brands BMW M for performance models and BMW i for plug-in electric cars), Mini and Rolls-Royce Doing Business @ NOAH Main Presentation Topics Attendees @ NOAH Simone Menne, Supervisory Board Member of BMW, DPDHL, Springer Nature Simone Menne Supervisory Board Member of BMW, DPDHL, Springer Nature Present your business proposal through NOAH Connect app BMW Group Deutsche Post DHL Group • German postal service and international courier service company, the world's largest • Four brands: Deutsche Post – offers domestic mail services under its traditional name; the division is called Post - eCommerce - Parcel (PeP); DHL Express – brand used as an umbrella brand for worldwide logistics services; Power Packaging – supplier of food and beverage contract manufacturing and packaging services to North American companies; StreetScooter - electric vehicle manufacturer. Valuation Data and Key Financials Market Cap €59.3bn Key Corporate Facts Headquarters Munich, Germany Founded 1916 Employees 129,932 Active Markets Global Ownership Public (ETR) Company Presentation Click here to download NOAH Content BMW at NOAH Website bmwgroup.com Deutsche Post DHL Group Valuation Data and Key Financials Market Cap €46.6bn Key Corporate Facts Headquarters Bonn, Germany Founded 1995 Employees 510,000 Active Markets Global Ownership Public (ETR) Company Presentation FY 2017 Presentation Website dpdhl.com Women in Healthcare Panel Discussion with and All financial actual data and estimates provided by CapitaIQ, as of 08/05/2018.
  27. 27. Sohaila Ouffata Director of Platform SPEAKER PROFILE • Sohaila invests for BMW i Ventures in cutting-edge solutions focusing on BMW’s current and future business in the technology and customer & service space. In addition to the investment activities Sohaila works closely with BMW i Ventures’ portfolio companies. In her role as the Director of Platform, Sohaila develops and implements strategic growth initiatives and provides operational support to these companies • The current portfolio of BMW i Ventures includes among others start-ups like May Mobility, Caroobi, Carbon and Moovit. Sohaila was always dedicated to innovation and new business models • Before joining BMW i Ventures Sohaila worked as a Senior Innovation & New Business Manager within the Telecommunications and Media industry. Within these roles she launched over the last ten years digital products & services on a global scale KEY INVESTOR FACTS 30 INVESTORS VC Fund Focused on Mobility, Data and Energy Services INVESTOR PROFILE BMW I VENTURES @ NOAH • BMW i Ventures is BMW’s venture capital fund, invests money and resources in startups in the fields of autonomous driving, digital car and automotive cloud, e- mobility, artificial Intelligence and data, industry 4.0, shared and on-demand mobility, customer digital life, and energy services • The firm has already partnered with innovative companies such as Carbon3D, Chargepoint, DesktopMetal, JustPark, Life360, Moovit, Nauto, Scoop, Stratim, Xometry and Zendrive. • BMW i Ventures invests in all stages from seed and incubation to growth companies Doing Business @ NOAH Main Presentation Topics Attendees @ NOAH Sohaila Ouffata, Director of Platform 1. Context Future of Mobility & Transportion 2. BMW i Ventures investment activities 3. BMW i Ventures platform / ecosystem approach Key Portfolio Companies Key Corporate Facts Headquarters Munich, Germany Founded 2011 Current Fund Size €500m Employees 4-10 Active Markets Global Website bmwiventures.com Service Providers Interest Ecommerce Services (Platforms) Partnerships Interest Venture capital deals
  28. 28. Philipp Man Co-Founder & CEO SPEAKER PROFILE • Philipp Man is a confessing watch enthusiast • During his studies at the University of Cambridge, he worked for the Boston Consulting Group, GlencoreXstrata and various watch dealers in London • In 2013, he and Ludwig Wurlitzer founded the leading e-commerce company to buy, sell and service luxury watches • Philipp studied at Cambridge University and King's College London KEY COMPANY FACTS 31 CONSUMER GOODS, RETAIL & ECOMMERCE Online Platform for Luxury Watches COMPANY PROFILE CHRONEXT @ NOAH • CHRONEXT is a full-service platform for luxury watch trading • Users can buy and sell fine timepieces and also maintain their existing collection through our watchmaker services. Company’s concept follows two principles: security and customer-friendliness • In addition to brand new models, CHRONEXT offers pre-owned and vintage timepieces • All watches offered by chronext have been verified by authentication & condition Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 16k 69k Visits 40k 175k Minutes 00:51 01:20 Sessions Mobile: 45% Desktop: 55% Mobile: 69% Desktop: 31% Apr 2018 Sources Direct: 11%, Search: 79%, Referrals: 9%, Other: 1% Main Presentation Topics Attendees @ NOAH Philipp Man, Co-Founder & CEO 1. Landscape of the watch industry 2. Performance Outlook 2017 / 2018 and moving forward 3. Digitalisation of the watch industry Present your business proposal through NOAH Connect app Key Corporate Facts Headquarters Zug, Switzerland Founded 2013 Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors Tengelman Ventures, Endeit Capital, Partech, Capnamic Ventures, Inventure Partners, JamJar, Altus Capital Partners Funding $52m NOAH Content Chronext at NOAH Website chronext.com Premium Partner
  29. 29. SPEAKER PROFILE • Payal Kadakia is the Founder & Executive Chairman of ClassPass, a membership program that provides people of all fitness levels access to the best boutique studio classes across the US • Payal is also the Founder and Artistic Director of The Sa Dance Company, founded in 2009 with the mission to increase awareness of Indian Dance in the mainstream and serve as a platform for expressing the Indian-American identity through movement • Payal previously worked as a consultant at Bain & Company and holds a degree in Operations Research from MIT KEY COMPANY FACTS 32 HEALTHCARE, SCIENCE & EDUCATION Online Subscription-Based Fitness Marketplace COMPANY PROFILE CLASSPASS @ NOAH • Founded in 2013, ClassPass is a subscription marketplace that lets users find and book fitness classes • With over 9,000 partners in 50 cities worldwide, ClassPass connects members to a variety of fitness experiences, including yoga, cycling, Pilates, barre, running, strength training, dance, sports, videos and more • Recognized as one of Forbes's Next Billion Dollar Startups, ClassPass leverages proprietary technology to dynamically merchandise and surface over a million fitness classes for a seamless booking experience that facilitates discover Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 0.2m 0.4m Visits 0.09m 1.2m Minutes 01:40 04:21 Sessions Mobile: 11% Desktop: 89% Mobile: 34% Desktop: 64% Apr 2018 Sources Direct: 64%, Search: 30%, Referrals: 2%, Other: 2% Key Corporate Facts Headquarters New York, NY, US Founded 2013 Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors General Catalyst, Temasek, GV Funding $173m Website classpass.com Main Presentation Topics Attendees @ NOAH Payal Kadakia, Founder & Executive Chairman Fireside chat with Present your business proposal through NOAH Connect app Payal Kadakia Founder & Executive Chairman
  30. 30. Sascha Konietzke Co-Founder & CEO SPEAKER PROFILE • Sascha is the CEO and co-founder of Contentful, the API-driven Content-as-a-service (CaaS) platform, where he is in charge of strategy development and implementation, business development and investor relations • Prior to Contentful, Sascha worked as an IT consultant and in HP's web operations team • Sascha grew up in Stuttgart, Germany, and earned his Diploma and BS in Business Information Technology from the University of Cooperative Education in his home city KEY COMPANY FACTS 33 B2B & SOFTWARE Content Management Infrastructure COMPANY PROFILE CONTENTFUL @ NOAH • Contentful provides content infrastructure for digital teams to power websites, apps, and devices. Unlike a CMS, Contentful was built to integrate with the modern software stack • It offers a central hub for structured content, powerful management and delivery APIs, and a customizable web app that enables developers and content creators to ship their products faster • Companies like Spotify, Red Bull, Optimizely, Twilio, and Urban Outfitters rely on Contentful to solve the complexities of content management in the modern multi-channel world • The demand for a new way to manage content is in the numbers: the company is growing rapidly and has raised nearly $50m from VC firms including General Catalyst, Benchmark, Balderton, Point Nine, and Trinity Ventures Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 0.5m 0.3m Visits 1.0m 0.7m Minutes 02:40 05:41 Sessions Mobile: 34% Desktop: 66% Mobile: 35% Desktop: 65% Apr 2018 Sources Direct: 45%, Search: 27%, Referrals: 21%, Other: 7% Key Corporate Facts Headquarters Berlin, Germany Founded 2012 Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors Benchmark, General Catalyst, Balderton, Point Nine Funding €38m Website contentful.com Main Presentation Topics Attendees @ NOAH Sascha Konietzke, Co-Founder & CEO Panel discussion with and Key Operational KPIs Developers 130,000 Service Providers Interest Marketing Partnerships Interest Cloud players in the digital experience ecosystem (e.g. e-commerce, analytics) Key Hires Interest VP Engineering
  31. 31. Nicolas Witte Managing Director SPEAKER PROFILE • In February 2017 Nicolas Witte, born in 1985, became the third Managing Director of Control€xpert – the high-tech-company and digitalization expert of the vehicle sector • Witte already started working for the company in 2010 as Director Business Development and focused successfully on expanding the national and international business • In the recent years, he was mainly in charge for establishing the subsidiary in the USA and advanced the international development intensively • Previously Witte worked for AUTOonline GmbH as Business Development Manager • Witte is a graduate engineer (FHDW Hannover) and has an MBA (FOM-Hochschule) focusing on economics and managemen KEY COMPANY FACTS 34 B2B & SOFTWARE Software and Data Analytics Services for Claims Management Process COMPANY PROFILE CONTROL€XPERT @ NOAH • We digitalize manual processes of insurance and leasing companies, repair shops, and OEMs in the automotive industry. As a service provider, we simplify and accelerate complex transactions • We were founded in 2002. In the past the settlement of vehicle claims took a long time and was accordingly more expensive. Over the years, we increasingly standardized the knowledge of car experts in databases along with manufacturer data. This unique combination of IT and vehicle know-how is our recipe for success. Today we are able to perform audits of appraisals, estimates, invoices, and maintenance documents in a mostly fully-automated way • The customers benefit from our determination of high savings potential as well as transparent and accelerated processes. Today we audit more than 8 million vehicle claims per year with the help of over 700 colleagues at 16 locations. Each country has individualized products and services that are tailored to local requirements. Our customers include all major insurance and leasing companies, repair shops and OEMs in the automotive industry Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 6k 10k Visits 24k 30k Minutes 06:25 03:22 Sessions Mobile: 45% Desktop: 55% Mobile: 69% Desktop: 31% Apr 2018 Sources Direct: 59%, Search: 18%, Referrals: 3%, Other: 30% Key Corporate Facts Headquarters Langenfeld, Germany Founded 2002 Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors General Atlantic Website controlexpert.com Main Presentation Topics Attendees @ NOAH Nicolas Witte, Managing Director 1. Virtual Car Inspection 2. Automatic Image Recognition 3. Evaluation of sensory data Key Operational KPIs Number of checked claims per year 8m Average saving per claim 10-15% Number of insurance clients 100+ Key Financials Revenues 2017 €51-100m EBITDA 2017 Profitable Service Providers Interest Analytics (BI, CI & Data Science, KPI Analyses)
  32. 32. Ardian Gjeloshi Co-Founder & Chairman SPEAKER PROFILE • Matthias Riedl co-founded DCMN with the mission of combining technology and media expertise to help digital businesses scale rapidly with trackable, ROI- driven offline and online campaigns • At DCMN, he is responsible for strategic growth and manages key clients and partner relationships across the globe. Drawing from his experience as a serial entrepreneur in the e-commerce space, he knows exactly how to address the needs of digital businesses • Before DCMN, Riedl founded and managed several e- commerce ventures, and previously worked as a product manager in the music industry. In 2010, he founded DCMN with long-time business partner Andreas Dengler. An early mover in performance- driven TV ad campaigns, DCMN has helped more than 180 digital brands scale their businesses KEY COMPANY FACTS 35 FINTECH Swiss Real Estate Investment Platform COMPANY PROFILE CROWDHOUSE @ NOAH • crowdhouse is a fast-growing Zurich-based Fintech company with the goal of bringing the Swiss real estate market into the 21st century through innovative technologies • Founded in 2015 by Robert Plantak, Ruedi Baer and Ardian Gjeloshi as a spin- off of their real estate company established in 2010, the company now employs more than 70 people • In cooperation with several renowned partners and the Luzerner Kantonalbank as strategic shareholder, crowdhouse creates completely new possibilities with the help of the newest technologies and innovative business models, when it comes to the participation, the financing, the management and the transaction of real estate Key Corporate Facts Headquarters Zurich, Switzerland Founded 2015 Employees 51-100 Active Markets National Ownership Private Website crowdhouse.ch Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 8k 27k Visits 20k 67k Minutes 02:57 02:54 Sessions Mobile: 0% Desktop: 100% Mobile: 55% Desktop: 45% Apr 2018 Sources Direct: 57%, Search: 23%, Referrals: 9%, Other: 11% Main Presentation Topics Attendees @ NOAH 1. How a Swiss startup changed the way we invest in real estate today? 2. Business model, growth story 3. Vision, future Ardian Gjeloshi, Co-Founder & Chairman Present your business proposal through NOAH Connect app
  33. 33. Matthias Riedl Co-Founder & CGO SPEAKER PROFILE • Matthias Riedl co-founded DCMN with the mission of combining technology and media expertise to help digital businesses scale rapidly with trackable, ROI- driven offline and online campaigns • At DCMN, he is responsible for strategic growth and manages key clients and partner relationships across the globe. Drawing from his experience as a serial entrepreneur in the e-commerce space, he knows exactly how to address the needs of digital businesses • Before DCMN, Riedl founded and managed several e- commerce ventures, and previously worked as a product manager in the music industry. In 2010, he founded DCMN with long-time business partner Andreas Dengler. An early mover in performance- driven TV ad campaigns, DCMN has helped more than 180 digital brands scale their businesses KEY COMPANY FACTS 36 MARKETING TECH Growth Marketing Solutions for Digital Brands COMPANY PROFILE DCMN @ NOAH • DCMN helps digital brands to grow their business on a global scale with data- driven and creative marketing solutions. The full-stack growth specialist executes campaigns across all media with services spanning creation and production, media planning and buying, and campaign optimization with their in- house technology • With an international team of over 180+ experts in creative, media & technology and digital business DCMN is operating across the globe • Founded by Andreas Dengler and Matthias Riedl in 2010, the company has its headquarters in Berlin and offices in Paris, London, New York, Bangalore, Gurgaon, Cape Town, Munich and Wroclaw • DCMN counts more than 180 digital brands in its portfolio including Jimdo, eToro, real,-, Secret Escapes, Holidaycheck, Com2Us, Tado, Gameloft, Outfittery and Glossybox Key Corporate Facts Headquarters Berlin, Germany Founded 2010 Employees 100-1,000 Active Markets Global Ownership Private Website dcmn.com Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 8k <5k Visits 17k 10k Minutes 01:58 02:29 Sessions Mobile: 14% Desktop: 85% Mobile: 20% Desktop: 80% Apr 2018 Sources Direct: 39%, Search: 53%, Referrals: 2%, Other: 16% Main Presentation Topics Attendees @ NOAH Matthias Riedl, Co-Founder & CGO 1. Introducing the startup that grows startups 2. Why growing together is fun 3. Growing the market leaders of tomorrow Service Providers Interest Ecommerce Services Offline Services Marketing Analytics Digital Services Partnerships Interest We're looking for startups that want to grow Premium Partner
  34. 34. Yoram Wijngaarde Founder & CEO SPEAKER PROFILE • Yoram founded dealroom.co in 2013. Before that he worked for 10 years in investment banking, advising media, telco and internet companies • Worked at Lehman Brothers between 2004 and 2008 in the Media Investment Banking Group in New York and London. After Lehman’s collapse he and two Lehman colleagues created NOAH Advisors (and the NOAH Conference), an independent tech M&A boutique • Yoram worked at NOAH from 2009 to 2013. Yoram completed 21 M&A deals with over $10bn in combined value and for example led the sale of Fotolia.com to KKR ($500M), the acquisition of Bigpoint by TA/Summit ($350m) and the sale of Softonic to Partners Group (€275m) KEY COMPANY FACTS 37 B2B & SOFTWARE Data Driven Venture Capital Marketplace COMPANY PROFILE DEALROOM.CO @ NOAH • Dealroom.co helps corporations, investment firms and governments to identify & track growth opportunities and innovative companies, through intelligent data- driven software powered by a proprietary global database • Dealroom.co enables investors to track companies’ progress and decide the appropriate time to invest in them. Entrepreneurs are able to control investment interests and use Dealroom.co as their official channel for outgoing information to potential investors • Dealroom.co was founded in 2013 in London, United Kingdom Key Corporate Facts Headquarters Amsterdam, Netherlands Founded 2013 Funding $0.5m Employees 11-25 Active Markets Global Ownership Private – VCs NOAH Content Dealroom.co at NOAH Website dealroom.co Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 34k 19k Visits 88k 46k Minutes 06:37 05:27 Sessions Mobile: 1% Desktop: 99% Mobile: 26% Desktop: 74% Apr 2018 Sources Direct: 50%, Search: 33%, Referrals: 7%, Other: 10% Present your business proposal through NOAH Connect app Main Presentation Topics Attendees @ NOAH Yoram Wijngaarde, Founder & CEO Fireside chat with Marco Rodzynek
  35. 35. Niklas Östberg Co-Founder & CEO SPEAKER PROFILE • Niklas Östberg is the Co-founder and CEO of Delivery Hero • He has been involved in the start-up scene since the late 90’s after spending several years in banking and consultancy • Following five years as a management consultant at Oliver Wyman, he co-founded Pizza.nu (later OnlinePizza.se) where he served as the full-time chairman • Niklas was responsible for building market leading online food ordering companies in Poland, Finland and Austria • Niklas holds a Master of Industrial Engineering & Management from Royal Institute of Technology Stockholm & ETH Zurich KEY COMPANY FACTS 38 RESTAURANTS & FOOD DELIVERY Network of Online Food Ordering Sites COMPANY PROFILE DELIVERY HERO @ NOAH • Delivery Hero is the largest food network in the world with more than 150.000 restaurant partners • Operating in +40 markets with +6000 employees plus thousands of employed drivers. Global leader in the space with 291.5 million orders processed (2017) • More than $1.5 billion invested into Delivery Hero to date • Delivery Hero went public in a listing on the Frankfurt Stock Exchange, having its market debut on June 30th. The listing is the largest by a European technology business in almost two years. Delivery Hero raised almost €1bn from the offering. On the first day of trading the share price rose to €26.90, up 5.5 percent Doing Business @ NOAH All financial actual data and estimates provided by CapitaIQ, as of 06/05/2018. Main Presentation Topics Attendees @ NOAH Niklas Östberg, Co-Founder & CEO Fireside chat with Valuation Data and Key Financials Market Cap €7.3bn Private Funding $2.6bn 2017 2018E Growth Revenues €m 549 759 38% EBITDA €m (104) (60) (42%) Margin % (19%) (8%) - EV/Revenue 12.1x 8.8x (28%) Key Corporate Facts Headquarters Berlin, Germany Founded 2011 Employees 6,000+ Active Markets Global Ownership Public (ETR) Key Shareholders Naspers, Rocket Internet, Insight, Luxor Company Presentation Click here to download Website deliveryhero.com Key Operating KPIs GMV 2017 €3.8bn Orders 2017 292m Present your business proposal through NOAH Connect app
  36. 36. Max von Bismarck CBO & Managing Director SPEAKER PROFILE • Max von Bismarck is the CBO & MD of Deposit Solutions • He previously was Partner & CEO Europe of SkyBridge Capital, a global alternative asset management firm with $11bn AUM • From 2005 until 2011 Max was Director and Head of Investors at the World Economic Forum in Geneva and New York • He holds a German law degree and a MA in Leadership (World Economic Forum in collaboration with Wharton School of Business, Columbia University, INSEAD and London Business School) • He also serves as a Senior Advisor Europe to the Berggruen Institute and is a former Senior Advisor on Global Business at the Asia-Pacific Research Center of Stanford University KEY COMPANY FACTS 39 FINTECH Leading Open Banking Platform for Deposits COMPANY PROFILE DEPOSIT SOLUTIONS @ NOAH • Founded in 2011 Deposit Solutions is a globally recognized fintech company that is transforming the €10 trillion savings deposit market in Europe to the benefit of people, healthy banks and society at large • Its ground-breaking Open Banking platform allows banks to gather retail deposits from across Europe without facing the need to build their own retail infrastructure. In addition, other banks who hold an excess of liquidity can release it by offering third-party savings deposit products to their own clients who can access them without having to open a new account at another bank. • As a result, savers across Europe can access best in class savings offers through their home bank. Today this leading Open Banking platform is already connecting banks from 15 European countries (including well recognized global institutions such as Deutsche Bank or Fidelity) and can reach more than 20 million savers Doing Business @ NOAH Key Corporate Facts Headquarters Hamburg, Germany Founded 2011 Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors e.ventures, Greycroft Partners, Valar Ventures, Peter Thiel Funding $44m NOAH Content Deposit Solutions at NOAH Website deposit-solutions.com Main Presentation Topics Attendees @ NOAH Max von Bismarck, CBO & Managing Director N/A Present your business proposal through NOAH Connect app
  37. 37. Claudia Nemat Board Member for Technology and Innovation SPEAKER PROFILE • Claudia Nemat has been a member of the Board of Management of Deutsche Telekom AG since Oct-11 • Before joining Deutsche Telekom AG, Claudia Nemat spent 17 years working for McKinsey&Company where she was elected Partner in 2000, and Senior Partner (“Director”) in 2006 • Mrs. Nemat has worked in numerous European countries as well as North and South America. She was a member of the Supervisory Board of Lanxess AG from 2013 until 2016 • She has been a member of the Board of Directors of Airbus Group and a member of the Supervisory Board of Airbus Defence and Space GmbH since May 2016 • Claudia Nemat studied physics at University of Cologne, where she has also taught at the department of Physics and Mathematics KEY COMPANY FACTS 40 TELECOMMUNICATIONS Global Telecommunications Company COMPANY PROFILE DEUTSCHE TELEKOM @ NOAH • We provide fixed-network/broadband, mobile communications, Internet, and IPTV products and services for consumers, and information and communication technology (ICT) solutions for business and corporate customers. • Deutsche Telekom is present in more than 50 countries. With a staff of some 216,000 employees throughout the world, we generated revenue of 74,9 billion Euros in the 2017 financial year, about 66 percent of it outside Germany • So that we can continue to be successful, we are already evolving from a traditional telephone company into an entirely new kind of service company. Our core business, i.e., the operation and sale of networks and connections, remains the basis. But at the same time we are proactively committing to business areas that open up new growth opportunities for us. • With some 156 million mobile customers, 29 million fixed-network lines and more than 19 million broadband lines, Deutsche Telekom is paving the way for the gigabit society • Deutsche Telekom was founded in 1995 and is based in Bonn, Germany Doing Business @ NOAH Valuation Data and Key Financials Market Cap €69.1bn 2017 2018E Growth Revenues €m 75,120 74,171 (1%) EBITDA €m 22,360 22,408 0% Margin % 30% 30% - EV/Revenue 1.8x 1.8x 1% EV/EBITDA 6.0x 6.0x (0%) All financial actual data and estimates provided by CapitaIQ, as of 08/05/2018. Key Corporate Facts Headquarters Bonn, Germany Founded 1995 Employees 217,000+ Active Markets Global Ownership Public (ETR) Key Shareholders Federal Republic of Germany, KfW Annual Report Click here to download Website telekom.com Main Presentation Topics Attendees @ NOAH Claudia Nemat, Board Member for Technology and Innovation N/A Present your business proposal through NOAH Connect app Key Operating KPIs Total Customers 156m Broadband Lines Length 19m+
  38. 38. Stanislas Niox- Chateau CEO SPEAKER PROFILE • Born in 1987 in Paris Stanislas Niox-Chateau had a promising career in top level tennis, before turning to entrepreneurship • Stan then co-founded Otium Capital and participated in the launch of several web companies (La Fourchette, Weekendesk and Balinea) • Stan co-founded Doctolib in October 2013. In merely 4 years, Doctolib became the European leader for online booking of medical appointments and internet services for healthcare professionals, serving 45 000 doctors, 1 000 healthcare facilities, and with 16 million patients every month KEY COMPANY FACTS 41 HEALTHCARE, SCIENCE & EDUCATION Online and Mobile Booking Platform for Medical Appointments COMPANY PROFILE DOCTOLIB @ NOAH • Created in 2013, Doctolib is the European leader for online booking of medical appointments and internet services for healthcare professionals. For professionals and healthcare centers, Doctolib offers an appointment management SaaS software, as well as services to manage their consultations, communicate with their patients and work with other healthcare professionals • For patients, Doctolib eases their healthcare experience: the search for information and booking of appointments is freely available online, 24/7, and a consultation booklet is accessible online • The company numbers 450 employees in France and Germany. In France, it works with 45,000 healthcare professionals and 1 000 (private and public) healthcare facilities • In Germany, Doctolib is present in 5 cities (Berlin, Munich, Hamburg, Cologne et Düsseldorf), numbers 1,000 healthcare professionals and large hospital groups using the service and already registered 1.5 million medical appointments Key Corporate Facts Headquarters Paris, France Founded 2013 Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors Eurazeo, Bpifrance, Accel Partners, Kerala Ventures Funding $96m NOAH Content Doctolib at NOAH Website doctolib.fr Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 3.1m 4.9m Visits 6.2m 10.0m Minutes 05:03 04:50 Sessions Mobile: 57% Desktop: 43% Mobile: 57% Desktop: 43% Apr 2018 Sources Direct: 34%, Search: 60%, Referrals: 3%, Other: 4% Present your business proposal through NOAH Connect app Main Presentation Topics Attendees @ NOAH Stanislas Niox-Chateau, CEO 1. Healthcare 2. Startup 3. International
  39. 39. Ron Hirson Chief Product Officer SPEAKER PROFILE • As the Chief Product Officer for DocuSign, Ron leads the product and customer experience teams. • Ron has more than 20 years of product management and general management experience in large and entrepreneurial ventures. He was most recently an Entrepreneur in Residence at Khosla Ventures and Mayfield Fund, prior to serving as President, co- founder at Boku, Inc. Before Boku, Ron was VP, Product Management at AT&T Interactive, where he was responsible for new and existing advertising products. He served as VP, Product Management for Ingenio and prior to that was Co-Founder CEO of The Digs Interactive. Ron began his career as a management consultant with Price Waterhouse. He is an inventor on 67 issued patents and has over 100 filings. • Ron is a board member of UCSF Ophthalmology Department’s fundraising arm, That Man May See KEY COMPANY FACTS 42 B2B & SOFTWARE Electronic Signature Platform COMPANY PROFILE DOCUSIGN @ NOAH • Founded in 2003, DocuSign® offers the leading e-signature solution as part of its broader platform for automating the agreement process • Today, DocuSign's cloud-based platform enables more than 370,000 companies and hundreds of millions of users in over 180 countries to accelerate business and simplify life Doing Business @ NOAH Key Operating KPIs Customers 100m+ Paying Customers 370k+ All financial actual data and estimates provided by CapitaIQ, as of 06/05/2018. Key Corporate Facts Headquarters Purchase, NY, US Founded 1966 Employees 10,000+ Active Markets Global Ownership Public (NASDAQ) Private Funding $515m Website docusign.com Valuation Data and Key Financials Market Cap $6.4bn Main Presentation Topics Attendees @ NOAH Ron Hirson, Chief Product Officer Frank Harter, AVP Enterprise Sales Olivier Pin, GM France Scott Barmmer, SVP International Sales Lorenzo Stranges, Director, Marketing 1. Scaling companies from 0 to 1000+ employees 2. Doing "well" while doing "good." How digital transformation can also help socially and environmentally 3. Two acquisitions, Two IPO's - One leaders start-up experience M&A Interest eSignature Vendors, Digital Signature Vendors, CLM Providers Key Hires Interest Engineers
  40. 40. SPEAKER PROFILE • Paulin is the founder and CEO of Drivy, Europe’s leading carsharing platform. He launched Drivy in 2010 in France, with the idea of sharing idle private cars to offset the high cost of ownership while providing a great mobility option to neighbours • With his team, he then moved on to a much more ambitious goal: making Drivy so convenient it could replace car ownership altogether and have a positive environmental impact on cities. • Paulin, an HEC graduate, started his career in the container shipping sector where he held regional management positions in Hong Kong and Sao Paulo. He is passionate about mobility, sustainability, and an avid urban bike rider • Paulin is 39, lives in Paris and is a father of 2 KEY COMPANY FACTS 43 TRANSPORTATION & MOBILITY European P2P Car Rental Marketplace COMPANY PROFILE DRIVY @ NOAH • Drivy is the leading carsharing platform in Europe, with 50,000 cars in 6 countries. Car-free urban people use the app to find a car around the corner, open it with their phone and use it for a few hours to a few days to go where they need to • Drivy’s fleet is crowdsourced from private people who want to offset their cost, and professional fleet owners who are investing in mobility. • Drivy is bringing fresh air to urban people, providing more freedom to move while using fewer cars and less parking space Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 0.3m 0.4m Visits 0.9m 0.8m Minutes 05:57 06:25 Sessions Mobile: 53% Desktop: 47% Mobile: 52% Desktop: 48% Apr 2018 Sources Direct: 38%, Search: 52%, Referrals: 5%, Other: 5% Main Presentation Topics Attendees @ NOAH Paulin Dementhon, Founder & CEO Nils Rossmeisl, Country Manager DE Patrick Foster, COO Sviatoslav Beysens, Head of Public Affairs Mats Joosten, Comms Manager, DE & AT 1. Drivy's evolution as a marketplace over the last 7 years 2. Why the entire automotive value chain is now on Drivy? 3. What's the future of new mobility platforms? Paulin Dementhon Founder & CEO Key Corporate Facts Headquarters Paris, France Founded 2011 Employees 100-1,000 Active Markets International Ownership Private – VCs Key Investors Alven Capital, Index Ventures, Nokia Growth Partners Funding €47m NOAH Content Drivy at NOAH Website drivy.com Service Providers Interest Ecommerce Services – Platforms Mobility & Transport platforms
  41. 41. SPEAKER PROFILE • Coen van Oostrom is Founder & CEO of EDGE Technologies and OVG Real Estate, one of Europe’s largest commercial property developers and a global leader in tech-enabled green building design • Since founding the firm in 1997, Coen has led the growth of OVG to its current scope with more than a million square meters of development in the Netherlands, Germany and United States. In January 2018 he founded EDGE Technologies, a real estate technology company, that specialises in development and operation of a new generation of buildings with a primary focus on the health of people and the planet • By combining decades of experience in the real estate and technology industry, EDGE Technologies incorporates a technology driven operations platform that delivers the best buildings and solutions for ambitious customers worldwide KEY COMPANY FACTS 44 PROPTECH Real Estate Technology Company COMPANY PROFILE EDGE TECHNOLOGIES @ NOAH • We develop and operate the best buildings and environments actively contributing to the wellbeing of people and the world. We combine decades of experience in real estate with proven innovation and results in big data, smart technology and systems • Our team commits to making the built environment greener, smarter, and healthier with a user-centered approach that intuitively learns from use • EDGE Technologies is owned by OVG Real Estate, with offices in Amsterdam, Berlin, Hamburg, and New York and incorporates a technology-driven operations platform that delivers the best buildings and solutions for ambitious customers, worldwide Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users - <5k Visits - <5k Minutes - 00:05 Sessions - Mobile: 34% Desktop: 66% Apr 2018 Sources Direct: 68%, Search: 7%, Referrals: 21%, Other: 4% Key Corporate Facts Headquarters Amsterdam, Netherlands Founded 2018 Employees 51-100 Active Markets International Ownership Private Website edge.tech Main Presentation Topics Attendees @ NOAH Coen van Oostrom, CEO Martin Rodeck, Executive MD Germany Cees van der Spek, Public Affairs Jacob Bro, Advisor Zoé Fabian, Advisor Johannes Metzler, Advisor Sophie Block, Commercial Manager Alexander Guttmann, Commercial Manager 1. Future of work 2. Sustainability 3. Wellbeing Coen van Oostrom CEO Present your business proposal through NOAH Connect app Premium Partner
  42. 42. Alice Bentinck Co-Founder SPEAKER PROFILE • Alice Bentinck is co-founder of Entrepreneur First, the early stage investor that builds deep tech companies from scratch • EF invests in individuals with computer science and engineering backgrounds and has built more than 100 companies. Their portfolio includes exits such as Magic Pony Technology to Twitter for a reported $150m and Represent to Custom Inc for close to $100m • Alice set up Code First: Girls, a not-for-profit that helps young women explore careers in technology, including teaching them to code for free • She is also on the Imperial College Computer Science Industrial Liaison Board and was made an MBE in 2016 KEY INVESTOR FACTS 45 INVESTORS Company Builder Investing in “Pre-team, Pre-idea” Projects INVESTOR PROFILE ENTREPRENEUR FIRST @ NOAH • Entrepreneur First brings together extraordinary people to build startups from scratch in London and Singapore. We fund individuals and help build cofounding teams, develop ideas, and accelerate through fundraising from the world's best investors. We are backed by Reid Hoffman, Greylock Partners, Founders Fund, Mosaic Ventures and Lakestar • To date we have helped over 500 individuals build 100+ companies in London and Singapore with a total valuation of over $1 billion. Our major exits to date include Magic Pony, which was acquired by Twitter for a reported $150m only 18 months after the Founders met on the EF programme • EF has won Best European Startup Accelerator at The Europas 2016 & 2017, Best Seed Fund and Best Exit at Investor Allstars 2016 • In 2016 I was awarded an MBE for services to business and I won the Veuve Cliquot New Generation award 2017 Doing Business @ NOAH Main Presentation Topics Attendees @ NOAH Alice Bentinck, Co-Founder N/A Key Backed Companies Key Corporate Facts Headquarters London, UK Founded 2011 Employees 1-10 Active Markets Global Website joinef.com Present your business proposal through NOAH Connect app
  43. 43. Mark Krymalowski Head of European Tech. & Comms. Digital Practice SPEAKER PROFILE • Based in Berlin, Mark Krymalowski leads the digital segment of Egon Zehnder’s Technology and Communications Practice in Europe and is active in the Consumer Practice. His deep expertise in digital transformation helps him to guide innovation and recruitment for start-ups and established digital and media companies • Prior to joining Egon Zehnder, Mark was Assistant Director and China Practice Leader with Altium Capital AG, based in Zurich. Previously, he was Cofounder and COO of Asia Gateway, based in London, and advised European companies doing business in China. Earlier, Mark was a Political Analyst with Stern, Malkinson & Partners, based in Brussels • Mark has a Diplom-Kaufmann in business administration from the University of Cologne, in Germany, and he participated in the International Exchange Program at the London Business School KEY COMPANY FACTS 46 SERVICE PROVIDERS Executive Search Firm COMPANY PROFILE EGON ZEHNDER @ NOAH • At Egon Zehnder, we operate as one unified team, with expertise across industries, sectors and geographies. With more than 450 consultants globally, our teams specialize in executive and CEO search, Board advisory, CEO succession, executive assessment and development, team effectiveness, culture, and organizational transformation • We focus on your specific leadership needs, whether facing disruption, mergers and acquisitions, global expansion, family business generational shifts or the challenge of driving growth • We have extensive expertise working closely with operating partners, CEOs and governing boards of many of the world’s most successful companies. We provide the leadership solutions that will ensure your organization’s success— for today and the future • In Executive Search, we have assisted more than 1,200 CEOs in the past five years, advising boards through a robust and future-oriented process. Our global Board Practice, with a unique reach and deep network, has performed over 3,600 assignments and placements in the past five years alone Doing Business @ NOAH Key Corporate Facts Headquarters Zurich, Switzerland Founded 1964 Employees 450+ consultants Active Markets Global Ownership Private NOAH Content Egon Zehnder at NOAH Website egonzehnder.com Main Presentation Topics Attendees @ NOAH Mark Krymalowski, Head of European Tech. & Comms. Digital Practice Fireside chat with Present your business proposal through NOAH Connect app
  44. 44. SPEAKER PROFILE • Philipp was an unsuccessful gym goer and decided to found eGym in 2010 with the vision to make the gym work for everyone. Prior, he studied Business and Technology Management at Columbia University in New York, LMU Munich, TU Munich and Aarhus University. eGym combines latest machine technology, powered by German engineering, with the advantages of connected mobile applications to deliver intuitive and effective workouts with more fun and data-driven member support. In addition eGym also supports Corporate Fitness offering easier access to gyms for employees in order to stay fitter, be more productive and less absent. In only a few years of strong growth, eGym developed to one of the major players in the European fitness market, implementing its technology at leading fitness chains and franchises. Overall, eGym raised over 90 Mio. USD in venture capital from large investors and is now entering the US market KEY COMPANY FACTS 47 HEALTHCARE, SCIENCE & EDUCATION Cloud-Connected Gym Equipment and Software COMPANY PROFILE EGYM @ NOAH • eGym combines latest machine technology, powered by German engineering, with the advantages of connected mobile applications to deliver intuitive and effective workouts with more fun and data-driven member support • In addition eGym also supports Corporate Fitness offering easier access to gyms for employees in order to stay fitter, be more productive and less absent. In only a few years of strong growth, eGym developed to one of the major players in the European fitness market, implementing its technology at leading fitness chains and franchises • Overall, eGym raised over 90 Mio. USD in venture capital from large investors and is now entering the US market Doing Business @ NOAH Key Corporate Facts Headquarters Munich, Germany Founded 2011 Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors European Investment Bank, HPE Growth Capital, Highland Europe Funding $90m+ NOAH Content eGym at NOAH Website egym.com Main Presentation Topics Attendees @ NOAH Philipp Roesch-Schlanderer, CEO Philipp Roesch- Schlanderer CEO Present your business proposal through NOAH Connect app Fireside chat with
  45. 45. SPEAKER PROFILE • Oscar Hoglund is the CEO and Co-Founder of Stockholm’s best kept secret, Epidemic Sound. • Oscar has led the company to be one of the hottest startups to come out of the Nordic tech hub according to Wire • Epidemic Sound is a music company soundtracking the new generation of online creators. With half a million subscribers and a library of more than 180 music genres, the business is looking to disrupt the music industry • Oscar has a background in television production and management consultancy. He was a part of the management team for Zodiak Television which has produced popular shows such as The Inbetweeners and Wife Swap. Oscar also worked at The Boston Consulting Group KEY COMPANY FACTS 48 DIGITAL & TMT Music Company Producing Music for Online Creators COMPANY PROFILE EPIDEMIC SOUND @ NOAH • Epidemic Sound is a new breed of music company founded in 2009 with a mission to make the music industry a better place. It collaborates with musicians all over the world to produce quality music that soundtracks people’s lives • Our music can be heard soundtracking everything from TV and film productions to online videos on YouTube or Facebook - consumers can also listen to tracks on streaming platforms such as Spotify • With music spanning over 180 genres and 30,000 tracks and all music available in prime time broadcast quality, the creative possibilities are endless Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 1.2m 1.6m Visits 2.8m 3.5m Minutes 03:11 03:52 Sessions Mobile: 43% Desktop: 57% Mobile: 35% Desktop: 65% Apr 2018 Sources Direct: 44%, Search: 20%, Social: 33%, Other: 3% Key Corporate Facts Headquarters Stockholm, Sweden Founded 2009 Employees 100-1,000 Active Markets Global Ownership Private – VCs Key Investors EQT, Creandum, Kichi Invest Funding $39m Website epidemicsound.com Main Presentation Topics Attendees @ NOAH Oscar Höglund, CEO Himangini Khanna, MS 1. Transforming the music industry 2. Digital transformations 3. Copyright music Oscar Höglund Co-Founder & CEO Service Providers Interest Digital Services
  46. 46. Eric La Bonnardière CEO SPEAKER PROFILE • Eric is is a co-founder and CEO of Evaneos as of 2009 • After two years spent working as a strategy consultant, Eric left his job as a consultant and with his newly found associate, Yvan Wibaux, they spent nine months coming up with a concept and breathing life into it. Finally in June 2009, Evaneos.com emerged to become a European Leader and recognized as a game changer of the travel industry 8 years later • He is 36 years old, graduated from Supélec (Engineering School), then from HEC Paris, followed by a year at KTH (Royal Institute of Technology, Stockholm) • Husband and recently-turned father Eric is a true Epicurean, an amateur tennis player and skier. It would be his lifelong dream to venture to Uganda and come face to face with their legendary gorillas KEY COMPANY FACTS 49 TRAVEL & TOURISM Travel Marketplace Connecting Travellers Directly With ‘The Local Experts’ COMPANY PROFILE EVANEOS @ NOAH • Founded in France in 2009, Evaneos is the first online marketplace connecting travellers directly with ‘the local experts,’ 1.000 hand-picked, on-site travel agents in over 160 destinations across the globe. As one of the leading online travel players in Europe, Evaneos allows holidaymakers to create tailor-made trips directly and securely through local travel agencies, and this platform is set to revolutionise the way travellers book their discovery and adventure holidays • At 8 years since the conception of the Evaneos brand, Evaneos now consists of an international team of about 150 people and is present across 8 European markets. Thanks to its unique, 100% customisable trips, the Evaneos team has enabled more than 200,000 travellers to realise their dream holiday, at a traveller satisfaction rate of 96% Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users Visits Minutes Sessions Mobile: x% Desktop: x% Mobile: x% Desktop: x% Apr 2018 Sources Direct: xx%, Search: xx%, Referrals: xx%, Other: xx% Main Presentation Topics Attendees @ NOAH Eric La Bonnardière, CEO 1. Multiday tours 2. Marketplace 3. International scale Present your business proposal through NOAH Connect app Key Corporate Facts Headquarters Paris, France Founded 2009 Employees 100-1,000 Active Markets International Ownership Private - VCs Key Investors ISAI, Xange, BPI, Serena Capital Funding €23m NOAH Content Evaneos at NOAH Website evaneos.net
  47. 47. SPEAKER PROFILE • Julie Linn Teigland joined EY in 2001, where she was made partner in 2002. Having built up human capital services in Mannheim, she took on responsibility for EY’s strategic growth portfolio, first in Germany, then in Central Europe and finally for EMEIA • From 2002 onward Julie increasingly focused her time in assurance, advising and auditing many growth companies through capital market transactions, IFRS and US GAAP accounting issue. Julie also went on to serve several Fortune 500 clients as lead audit partner, focusing her efforts increasingly on the life science sector • In 2011 she became a member of the executive committee for EMEIA, as Managing Partner for EMEIA Accounts and was given responsibility for accounts and market development • In August 2015 she was appointed Managing Partner for EY for the GSA region and has assumed operational responsibility of this role as of July 1, 2016 KEY COMPANY FACTS 50 SERVICE PROVIDERS Global Professional Services Firm COMPANY PROFILE EY @ NOAH • EY is one of the world's largest accounting and consulting organizations with 247,570 employees. The global EY organization is a leader in assurance, tax, transaction and advisory services • EY’s employees in more than 700 offices in more than 150 countries offer comprehensive professional expertise with globally uniform quality standards. • We leverage our experience, knowledge and services to help build trust and confidence in the capital markets and in economies the world over • Our global purpose is to drive progress and make a difference by building a better working world – for our people, for our clients and for our communities Doing Business @ NOAH Traffic Apr-17 Apr-18 Unique Users 2.3m 2.4m Visits 4.2m 4.1m Minutes 02:26 02:56 Sessions Mobile: 42% Desktop: 58% Mobile: 38% Desktop: 62% Apr 2018 Sources Direct: 23%, Search: 57%, Referrals: 11%, Other: 9% Key Corporate Facts Headquarters London, UK Founded 1989 Employees 247,570 Active Markets Global Ownership Private NOAH Content EY at NOAH Website ey.com Main Presentation Topics Attendees @ NOAH Julie Linn Teigland, Managing Partner EY GSA Women in Healthcare Panel Discussion with and Simone Menne Present your business proposal through NOAH Connect app Julie Linn Teigland Managing Partner EY Germany, Switzerland, Austria Premium Partner
  48. 48. Mauro Giacobbe CEO SPEAKER PROFILE • Mauro Giacobbe is the CEO of facile.it, the leading financial products and utilities aggregator in Italy • He previously was a Consultant at The Boston Consulting Group, where he worked within financial services and media practice • Mauro studied at University of Genova and Bocconi University and obtained an MBA at SDA Bocconi KEY COMPANY FACTS 51 FINTECH Italy's Largest Car Insurance Broker and Comparison Portal for Gas and Electricity COMPANY PROFILE FACILE.IT @ NOAH • facile.it is the leading financial products and utilities aggregator in Italy • facile.it compares insurance, mortgages, loans, broadband, utilities, with a #1 or #2 position in each vertical covered • facile.it is controlled by Oakley Capital Private Equity • Business / revenue model: Commissions paid by providers on contract sold. On insurance, additional commissions on renewed contracts • Addressable market size: €16bn motor insurance premium, 4 millions switchers and new contracts/year on utilities, €>55bn /year flow on mortgages and loans Doing Business @ NOAH Key Corporate Facts Headquarters Milan, Italy Founded 2010 Employees 200+ Active Markets National Ownership Private – VCs Key Investors Oakley Capital NOAH Content facile.it at NOAH Website facile.it Main Presentation Topics Attendees @ NOAH Mauro Giacobbe, CEO N/A Present your business proposal through NOAH Connect app

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