Company Presentation by Tarek Müller, Co-Founder & MD of ABOUT YOU at the NOAH Conference 2018 in London, Old Billingsgate 30-31 October 2018.

1. The most inspiring and
personal Fashion Online Shop
in Europe
Every Catch your perfect match | ABOUTYOU.COM

2. Three Conferences, One Mission: Empower the European Digital Ecosystem
To provide a physical marketplace
that facilitates funding of
digital European companies
at all stages
Mission Mission Mission
To promote Israel - European
relationships and enable funding
To bring together future-shaping
executives and investors active
across segments driven
by digital revolution
Connecting
Capital with
Entrepreneurs
Connecting European
Champions
and Challengers
Connecting Israel’s Startups
with Large Corporates
and Investors
30-31 October 2019
Old Billingsgate, London
13-14 June 2019
STATION Berlin
9-10 April 2019
Hangar 11, Tel Aviv

3. *GMV: Before returns, incl. VAT
2014
Actual
2015
Actual
2016
Actual
2017
Actual
2018
Forecast
38m GMV
166m GMV
350m GMV
900m GMV
1,6bn GMV
450-490m IFRS net revenue
ABOUT YOU
Launch
Fastest Growing E-Commerce
Startup in Europe
$300m funding
at >1bn
valuation

4. WHY DO PEOPLE SPEND MONEY ON FASHION?
Find Fashion
„I’m looking for the perfect
jeans.“
„I want to discover
fashion & lifestyle.“
Buy Fashion
„I need a pair of Levis 501
in size 27/30.“
Segment growth
€ €€ €€€
Discover Fashion
Transactional Need-Based Discovery
Potential
Segment leader

5. ABOUT YOU is digitalising the
saturday shopping stroll

6. ABOUT YOU SHOPPING EXPERIENCE IN A NUTSHELL
Content- & Influencer-Network
Every day new fashion stories
Smartphone
Smartphone traffic share at ≈75%
Personalization
Tailored to every single user

7. >
Monthly active user
10 Mio.
We are the largest fashion & lifestyle magazine in Europe
(We reach 28,2% of all 18-49y women in Germany in average 2,8 times / month)
>
Page Impressions / month
170 Mio.
>
Social Media Reach
1 Mio.

8. Covering the fashion
massmarket, without
being too much in the risk
More than 200.000 Products
from more than 1.000 Brands:
• 25% of assortment on own stock
doing 60% of revenue
• 75% of assortment through
marketplace (longtail)
F A S T D E L I V E R Y H I G H M A R G I N S H I G H S K U A V A I L A B I L I T Y O F T O P S E L L E R

9. • Reach
• Tech & Data
• Infrastructure
Core Retail
Business
New Service
Business
ScaleYield
Margin •
Growth funds •
Liquidity •
• Customer Acquisition
• Assortment & Fulfillment
• Content & Magazine
• Advertising
• Software
• Analytics
Multiple
additional
Profit Drivers in
Business Model

10. BeNeLux
Poland
Austria
Switzerland
Germany
Czech Republic
ABOUT YOU’S EXPANSION IN EUROPE

11. TOP 3
Become One of the
Online Fashion Player in Europe
Generate more than
GMV per annum
2.5 BN €
Be present in
15
European countries
Until 2020 we will reach the following goals:
OUR NEXT STEPS

12. The most inspiring and
personal Fashion Online Shop
in Europe
Every Catch your perfect match | ABOUTYOU.COM

13. Selected Completed NOAH Transactions
Focus on Leading European Internet companies
Covering over 400 companies across 25 online
verticals, a broad range of over 500 investors as
well as 100+ online-focused corporates
Deep understanding of industry dynamics
Ability to add value beyond banking advice
Facilitates overall process and minimizes
management distraction
NOAH Advisors is globally well connected
and has direct access to virtually all key
players in the industry
Knowledge of and strong relationships with
potential buyers’ key decision makers
Proactively finds and unlocks attractive
investment opportunities for leading investors
Annual NOAH Conference in its 8th year
Over 40 years of combined relevant M&A experience
Routine execution of M&A and financing transactions
with sizes of several billion euros
25+ successfully completed NOAH Advisors transactions
underline successful transfer of M&A competencies to
the Internet sector
Entrepreneurial mind-set, focused on growing the
business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures align
interests of clients and NOAH Advisors, and demonstrate
conviction to deliver top results
Creative deal solutions
December 2014
October 2014 May 2014
Sale of 100% of
for $800m to
Exclusive Financial Advisor to
Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to
Trovit and its Shareholders
sold 100% of
for $228m to a joint venture between
Exclusive Financial Advisor to Yad2
and its Shareholders
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE
October 2016
July 2018
December 2016
®
The NOAH Advisors Core Banking Team
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
Exclusive Financial Advisor to
PromoFarma and its shareholders
Financial Advisor to Silver Lake
Investment in
by
September 2018
August 2017
Financial Advisor to 10bis and its shareholders
Financial Advisor to EMK Capital
Acquisition of a Majority Stake in
by
at a valuation of $200m
Marco Rodzynek
Managing Director & Founder
Jan Brandes
Managing Director
Nikhil Parmar
Director
Olek Skwarczek
Analyst
Lukas Schlund
Analyst
Sale of 100% in
to
Sale of 100% in
for €135m to
10Bis