THIS IS NOAH CONFERENCE “one can do business! It´s a … · Andrey Andreev, Badoo Dara...
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Oliver Samwer CEO, Rocket Internet 110+ speakers at NOAH18 Berlin main stage 640 companies presented since 2009 (37 digital unicorns) Speakers are CEOs and founders Including: Adyen, BlaBlaCar, Check24, Criteo, Deliveroo, Delivey Hero, Farfetch, Gett, HelloFresh, King.com, MoneySuperMarket, Scout24, Spotify, Stripe, TransferWise, Trivago, UBER, WeWork, Wix, Yandex, etc. STARTUP STAGE NOAH17 London: #1 The Work Crowd, #2 Misterporter, #3 Everdine NOAH17 Berlin: #1 Lalafo, #2 Bitbond, #3 TravelPerk NOAH16 London: #1 Beezer, #2 CodeMonkey, #3 EyefitU NOAH16 Berlin: #1 Fraugster, #2 123Sonography, #3 adMingle, #4 Scalable Capital, #5 Webdata Solutions SEVENVENTURES PITCH DAY NOAH15 London SnapCam NOAH15 Berlin Withings NOAH14 London Cashboard NOAH13 London GetYourGuide THIS IS NOAH CONFERENCE NOAH CONNECTS LEADERS AT ONE PLACE USING BEST-IN-CLASS CONFERENCES AND TECHNOLOGY TO EMPOWER THE EUROPEAN DIGITAL ECOSYSTEM SPEAKERS AT NOAH HEARING THE STORY OF EUROPEAN DIGITAL LEADERS TO LEARN 90 x 6-min pitches at NOAH Berlin CEOs and founders from emerging companies less than 4 years old Live audience of 100 (Berlin) to 200 (London), video live stream and inclusion in NOAH media library 3 winners (online voting) present on main stage at next NOAH Unique track record of funding origination By invitation only 12,000+ unique attendees to date at NOAH Conferences 23,000 viewers watch the recordings or live streams Videos and presentations of all past conferences Corporate champions attending regularly NOAH: Credit Suisse, Daimler, Deutsche Bank, Digital McKinsey, eBay, Facebook, Google, ING, Naspers, Porsche, Priceline, ProSiebenSat.1, TUI, etc. OUR AUDIENCE IS OUR STAGE NOAH18 BERLIN Germany UK Switzerland US Other 67% 9% 5% 2% 18% C-Level Investment Partner Owner, Founder Board Member Other ~75% senior decision makers 28% 19% 18% 10% 24% VALUATION OF $100M+ VALUATION OF $100M+ MAIN STAGE: $100M MINIMUM VALUATION STARTUP STAGE FOR YOUNG EUROPEAN COMPANIES WNNERS TO DATE NOAH18 BERLIN SPEAKER BOOK ATTENDEES BY COUNTRY ATTENDEES BY SENIORITY It´s a very good conference, one can do business! “ “ CLICK TO VIEW
Transcript of THIS IS NOAH CONFERENCE “one can do business! It´s a … · Andrey Andreev, Badoo Dara...
Oliver Samwer CEO, Rocket Internet
100 Firms on NOAH17 London Main Stage
[ ] Companies presented on Main Stage
Of which [ ] Unicorns
Of the top 100 Internet Exits in last 5 years in Eu-rope by size, [%] passed through our stage
100 Firms on NOAH17 London Main Stage
[ ] Companies presented on Main Stage
Of which [ ] Unicorns
Of the top 100 Internet Exits in last 5 years in Eu-rope by size, [%] passed through our stage
110+ speakers at NOAH18 Berlin main stage640 companies presented since 2009 (37 digital unicorns)Speakers are CEOs and foundersIncluding: Adyen, BlaBlaCar, Check24, Criteo, Deliveroo, Delivey Hero, Farfetch, Gett, HelloFresh,King.com, MoneySuperMarket, Scout24, Spotify, Stripe, TransferWise, Trivago, UBER, WeWork, Wix, Yandex, etc.
STARTUP STAGENOAH17 London: #1 The Work Crowd, #2 Misterporter, #3 EverdineNOAH17 Berlin: #1 Lalafo, #2 Bitbond, #3 TravelPerkNOAH16 London: #1 Beezer, #2 CodeMonkey, #3 EyefitUNOAH16 Berlin: #1 Fraugster, #2 123Sonography, #3 adMingle, #4 Scalable Capital, #5 Webdata Solutions
SEVENVENTURES PITCH DAYNOAH15 London SnapCamNOAH15 Berlin WithingsNOAH14 London CashboardNOAH13 London GetYourGuide
THIS IS NOAH CONFERENCENOAH CONNECTS LEADERS AT ONE PLACE USING BEST-IN-CLASS CONFERENCES AND TECHNOLOGY TO EMPOWER THE EUROPEAN DIGITAL ECOSYSTEM
SPEAKERS AT NOAH HEARING THE STORY OF EUROPEAN DIGITAL LEADERS TO LEARN
90 x 6-min pitches at NOAH BerlinCEOs and founders from emerging companies less than 4 years oldLive audience of 100 (Berlin) to 200 (London), video live stream and inclusion in NOAH media library3 winners (online voting) present on main stage at next NOAHUnique track record of funding origination
By invitation only12,000+ unique attendees to date at NOAH Conferences23,000 viewers watch the recordings or live streamsVideos and presentations of all past conferencesCorporate champions attending regularly NOAH: Credit Suisse, Daimler, Deutsche Bank, Digital McKinsey, eBay, Facebook, Google, ING, Naspers, Porsche, Priceline, ProSiebenSat.1, TUI, etc.
OUR AUDIENCE IS OUR STAGE
NOAH18 BERLIN
GermanyUKSwitzerlandUSOther
67%9%5%2%18%
C-LevelInvestment PartnerOwner, FounderBoard MemberOther
~75% senior decision makers
28%19%18%10%24%
VALUATION OF $100M+VALUATION OF $100M+MAIN STAGE: $100M MINIMUM VALUATION STARTUP STAGE FOR YOUNG EUROPEAN COMPANIES
WNNERS TO DATENOAH18 BERLIN SPEAKER BOOK
ATTENDEES BY COUNTRY
ATTENDEES BY SENIORITY
It́ s a very good conference,one can do business!“ “
CLICK TO VIEW
NOAH CONNECTS CAPITAL AND ENTREPRENEURS TO INVEST, RAISE MONEY AND BUILD LONG TERM INVESTOR RELATIOSHIPS
NOAH hosts the top VC, Growth Capital and Buyout investors interested in Internet
We hosted on main stage 60% of the top 50 and 56% of the top 80 digital M&A Exits in Europe over the last 7 years since the launch of NOAH Conference in Nov 2009
11 Investors present their portfolio Stars on NOAH18 Berlin Main Stage
700+ VC, Growth and Buyout investors at NOAH18 Berlin
500 unique investor funds attended NOAH to date
A classic session at NOAH since 2009
Berlin 2018: Lakestar, Generation Investment Management, Insight Venture Partners, Permira and Holtzbrinck Ventures
100 - 150 detailled investor profiles with contact details and the NOAH Investor Book
We do the NOAH Investor Book since 2013
INVESTORS AT NOAH VC PANEL INVESTOR BOOK
NOAH18 BERLIN INVESTOR BOOK
TOP INVESTORS COME TO NOAH REGULARLY! - Total Attendees over the Last 8 Years
CLICK TO VIEW
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LakestarIndex VenturesHellman & FriedmanHoltzbrinck VenturesKKRSevenVenturesTarget GlobalVitruvian PartnersGeneral AtlanticAccel PartnersTA AssociatesEight RoadsSummit Partners
Macquarie CapitalMCI Capitale.venturesActon CapitalEQT PartnersTCVSpectrum Equity InvestorsMarylandPartech VenturesInsight Venture PartnersProject A VenturesGoldman SachsHgCapital
Earlybird Venture CapitalAtomico VenturesNGP CapitalNorthzoneOakley CapitalHPE Growth CapitalScottish Equity PartnersHighland Capital PartnersSilver Lake PartnersDN CapitalTPG CapitalInVenture PartnersProvidence Equity
Deutsche Telekom Capital PartnersAdvent InternationalBalderton CapitalHarbert Management CorporationPermiraEndeitVulcan CapitalCreathor VentureEMK CapitalGreat Hill PartnersFinstar Financial Group
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PARTNERS
65 partners in 201750 exhibition stands25 workshops
25 satellite events in 2017Speakers Dinner
450 trading comparables across 40 sectors 300+ most significant transactionsTraffic analysis of key B2C sectorsNOAH Disruptor List: hottest companies by funds raisedPublished since May 2015Click here to sign up
SATELLITE EVENTS NOAH BIBLE
CLICK TO VIEW
SERVICE PROVIDERS AT NOAH TO FIND NEW CUSTOMERS OR THE MOST PROVEN SOLUTIONS AND TOOLS
NETWORKING AT NOAH DO BUSINESS AND DON’T WASTE TIME AT CONFERENCES (WE ARE CURATING YOUR CONFERENCE VISIT)
MATCHMAKING
630+ INVESTMENT FUNDS
1,000+ INTERNET COMPANIES
An introduction platform for the most relevant inves-tors and companies ahead of NOAH London and Berlin:
Over 1,200 investor meetings requests about to get sent to 630 investors2,300 company meetings requests about to get sent to 1,000 leading digital companies at all stages
Meeting spaces on site 12 meeting locations – easy to find, live and on the floorplanMeeting rooms bookable on demand
MEETING ROOMS AT NOAH BERLIN
Over 9,000 messages and 7,000 meetings set up at NOAH BerlinThe app used by 75% of the conference attendeesNOAH Connect App Guide
OUR MOST COMPELLING SESSION
NOAH CONFERENCE 2017-2018 HIGHLIGHTS TO WATCH
TRAVIS KALANICKFounder
DR. DIETER ZETSCHECEO
Whitney Wolfe, Bumble Andrey Andreev, Badoo
Dara Khosrowshahi, UberChristoph Keese, hy
Investor PanelEMK Capital, Insight Venture
Partners, Target Global, iAngels
AUTO1 Group, Target Global, Allianz X, Deutsche Bank
Are you Ready for Take Off? Remo Gerber, Lilium
Florian Reuter, Volocopter
Al GoreGeneration Investment
Management
Dharmash Mistry, LakestarPeter Smith, Blockchain
Peter Altmaier, Federal Minister for Economic Affairs and Energy
Klaus Hommels, LakestarMarco Rodzynek, NOAH Advisors
Sebastiaan VaessenNaspers
Payal Kadakia, ClassPassAdam Valkin, General Catalyst
Challengers Challengers
Champions
Source: Unicorn definition actual reported data where available and NOAH estimates.
Total Market Cap: $3tn
Unicorns
NOAH IS A UNICORN BREEDING GROUNDChallengers with a combined valuation of > $150bn and Champions with a combined
market cap of > $2,800bn presented at NOAH since 2009Speaking Company
Speaking Company
# of Times at NOAH
# of Times at NOAH
First Time
First Time Segment SegmentFounded FoundedRaised
($m)Raised ($m)Current Status Current Status
AdyenAutoTraderAvastAVG
Babylon HealthBlaBlaCar CareemCHECK24CloudflareCTS EventimCriteoDeliverooDelivery HeroFarfetchFotoliaGettGetYourGuide ImmobiliareIronsourceiZettleJust EatKlarnaKing.comKreditechMarkafoniMomondo Group
MoneySuperMarketPhotobox
PrivaliaScout24SeLogerShowroomprive SigfoxSimilarWebSkrill
SkyscannerSpotify
StripeTaboolatado°TeamViewerTomTomTrainlineTransferwisetrivago
UberWazeWeWorkWix.comWooga XINGYad2
YandexZooplusZalandoZendesk
AdidasAXAAxel SpringerBayerBertelsmannBMWDaimlerDeutsche BahnDeutsche BörseeBayFacebookGoogleHuffington PostIACinnogyKlöckner & CoLufthansaMETRO GroupNaspersPorschePriceline GroupProSiebenSat.1 MediaRTLSchibstedSiemensTencentThyssenKruppTUIVivendiVISAWPP
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2010201020122009
2013201320172015201620122009201520102011200920122013201420122013201420122010201020122011
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2011201120102010201620142009
20122009
20152014201320152015201120112011
2016201120152012201120092012
2012201120112012
2016201520102015201020152015201520122010200920102012201520142016201520112010201520112010200920112013201420172017201220172012
PaymentsClassifieds - CarsCybersecurity & Anti-VirusCybersecurity & Anti-Virus
Health & MedTechRider Sharing & Car PoolingRider Sharing & Car PoolingLead Generation ServicesCybersecurity & Anti-VirusMarketplacesDisplay & RetargetingMeal DeliveryMeal DeliveryFashion E-CommerceMarketplacesTaxi AppsTravelTravelDeveloper ToolsPaymentsMeal DeliveryPaymentsGamingPersonal LoansFashion E-CommerceTravel
Lead Generation ServicesMarketplaces
Fashion E-CommerceMarketplacesClassifieds - Real EstateFashion E-CommerceInternet of ThingsAnalytics & IntelligencePayments
TravelMusic
PaymentsContent AdvertisingInternet of ThingsCommunication & CollaborationNavigation & ParkingTravelBanking FintechTravel
Taxi AppsNavigation & ParkingWorkspaces Horizontal SaaSGamingContent & MediaClassifieds - Horizontal
Content & MediaVertical E-CommerceFashion E-CommerceHorizontal SaaS
Consumer GoodsInsurance & FinanceDigital & MediaHealthcareDigital & MediaAutomotiveAutomotiveTravel & TransportationFinance & BankingDigital & MediaDigital & MediaDigital & MediaDigital & MediaDigital & MediaIndustrialsIndustrialsTravel & TransportationConsumer GoodsDigital & MediaAutomotiveTravel & TransportationDigital & MediaDigital & MediaDigital & MediaIndustrialsDigital & MediaIndustrialsTravel & TransportationDigital & MediaInsurance & FinanceAdvertising
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2013200620121999200919992005201320112007200520102008200520092010200120052003201220081996
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2006199819922006201020072001
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20102007201120051991199720102005
20092007201020062009 20032005
2000199920082007
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-182
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Reached unicorn status$4.74bn market cap Reached unicorn statusSold to Avast for $1.3bn after IPOSuccessful private companyReached unicorn statusValued at $1.2bnReached unicorn statusValued at $3.2bn$4.11bn market cap$2.89bn market cap Reached unicorn status$7.17bn market cap Reached unicorn statusSold to Adobe for $800mReached unicorn statusSuccessful private companySuccessful private companyReached unicorn statusSuccessful private company$6.16bn market cap Valued at $2.5bnSold to EA for $5.9bn after IPOSuccessful private companySold to Naspers for $200mSold to Priceline Group for $550m$2.86bn market capSold to Exponent & Electra for $615mSold to Vente-Privee for $560$4.3bn market cap Sold to Axel Springer for $847$717m market capValued at $708mSuccessful private companySold to Optimal Payments for $1.98bnSold to Ctrip for $1.7bnGetting ready for $16bn rumoured IPOValued at $9.2bnReached unicorn statusSuccessful private companySold to Permira for $1bn$2.55bn market capSold to KKR for $681Reached unicorn status$3.17bn market cap
Reached unicorn statusSold to Google for $1.1Valued at $20bn $3.07bn market cap Successful private company$1.74bn market cap Sold to Axel Springer for $228m$10.23bn market cap$1.13bn market cap $12.92bn market cap$2.94bn market cap
$48.14bn market cap $72.8bn market cap$7.17bn market cap $114.17bn market capPrivate company$67.79bn market cap$85.82bn market capGovernment controlled company$21.29bn market cap$40.3bn market cap$498.65bn market cap$678.60bn market capAcquired by AOL$9.76bn market cap$24.97bn market cap$1.20bn market cap$13.64bn market cap$7.33bn market cap$103.4bn market cap$9.88bn market cap$94.18bn market cap$8.16bn market cap$11.74bn market cap$5.64bn market cap$127.19bn market cap$429.81bn market cap$17.00bn market cap$10.17bn market cap$32.50bn market cap$245.9bn market cap$23.36bn market cap
Total Capital Raised: $34bn Total Valuation: > $150bn
• Deal Value Top 80: EUR 77bn• Deal Value on NOAH Stage: EUR 45bn (59%)• 56% of Top 80 Deals presented at NOAH
THE TOP 80 DIGITAL EUROPEAN M&A DEALS BY SIZE IN THE LAST 7 YEARS We hosted on main stage 56% of the top 80 digital M&A Exits (€45bn combined EV)
in Europe since the launch of NOAH Conference in Nov 2009
Jun 16Aug 15May 11Nov 15Mar 15Oct 16May 17Oct 15Jan 14Nov 13Sep 14Dec 16Dec 16Sep 14Jul 17Jul 16Mar 15Jan 17May 14Jun 13Sep 14Jul 14Dec 12Feb 14Jul 15Feb 14Dec 14Sep 10Feb 15Jan 15May 15Feb 17Oct 15Jul 13Apr 16Feb 15Mar 16Jul 13Mar 14Feb 11Feb 15Apr 11
Sep 10Jan 14Oct 14Jan 14Jan 13Feb 12Aug 14Aug 15Jul 10Sep 16Mar 17Apr 16Feb 13Jun 15Mar 16Jun 15Jul 14Apr 15May 17Dec 14Jan 11Feb 17Feb 15May 12Aug 12Aug 15May 15Mar 15Jun 12Apr 16Dec 14Dec 16May 11Jun 10Jun 14Mar 11Apr 16Sep 14
TencentPaddy PowerMicrosoftActivision BlizzardYOOXCinven, Permira, Mid EuropaMoody’sNaspersApax PartnersHellman & FriedmanMicrosoftGo DaddyCtripmail.ruIngenicoAVAST SoftwareOptimal PaymentsZhejiang Jinke EntertainmentPermiraGoogle Access IndustriesIngenicoExpediaCVC Capital PartnersDeutsche BoerseRakutenAdobeAxel Springer VerlagRocket InternetKKRDelivery Hero Priceline GroupExponent. ElectraCinven Vente-PrivéeRocket InternetHgCapitalTPGBC PartnersOdigeo (AXA and Permira)Immowelt TA & Summit
SchibstedZyngaPublicisGoogle IngenicoAholdDelivery Hero StröerPermiraProSiebenSat.1AlticeRakutenPartners GroupVivendiShandong Hongda Mining Co.7CommerceKKRZooplaMTGeSureAmazon Take-TwoTamediaNTT DOCOMOAXA Private EquityAdidasRecruit HoldingsRecruit HoldingsNaspersAccorHotelsHost EuropeGeneral AtlanticLBO FranceRakutenBestsellerPrivalia NokiaNeiman Marcus
Supercell (84%)Betfair Group (merger)SkypeKing.comNet-a-Porter (merger)AllegroBureau van DijkAvito (50.6%)Trader Media GroupScout24 MojangHost Europe GroupSkyscannerVkontakte (remaining 48%)BamboraAVG TechnologiesSkrillOutfit7TeamviewerWazePerform GroupGlobalCollecttrivago (61.6%)Avast Software360TViberFotoliaSeLoger (87.6%)HelloFresh (51.7%)thetrainline.comYemek Sepeti (88.6%)Momondo GroupPhotoBoxHost Europe PrivaliaDelivery Hero (30%)RaetTSL EducationCarTrawlerOpodoImmonet (merger)Bigpoint
LeBoncoin (remaining 50%)NaturalMotionMatomy (24.9%)DeepMindOgoneBol.comPizza.deInteractiveMediaeDreamsParship (51%)Teads.tvCabifySoftonic (30%)DailyMotion (80%)JagexVerivox (80%)Scout24 Schweiz & Omnimedia (49%)uSwitchInnoGames (30%)Gocompare (50%)LoveFilmSocial PointRicardoBuongiornoBestsecret.comRuntasticWahanda (70%)Quandoo (92.9%)Netretail (79%)OneFineStayIntergeniaHemnet (majority stake)PromovacancesPriceMinisterM&M DirectDress for LessWithingsMytheresa.com
FinlandUKLuxemburgUKUKPolandNetherlandsRussiaUKGermanySwedenGermanyUKRussiaSwedenNetherlandsUKSloveniaGermanyIsraelUKNetherlandsGermanyCzech RepublicGermanyCyprusEuropeFranceGermanyUKTurkeyUKUKUKSpainGermanyNetherlandsUKIrelandUKGermanyGermany
FranceUKIsraelUnited KingdomBelgiumNetherlandsGermanyGermanySpainGermanyFranceSpainSpainFranceUKGermanySwitzerlandUKGermanyUKUKSpainSwitzerlandItalyGermanyAustriaUKGermanyNetherlandsUKGermanySwedenFranceFranceUKGermanyFranceGermany
9,6876,8245,8994,5393,1203,0333,0002,1522,1262,0001,9321,6901,6221,5981,5001,1701,1001,000870863858820774738725658645634623595594586546508500496470464450450420408
400388383365360350300300300300300283275271270262262260260241236234228223223220218213213212210208200200177175170150
Date DateAcquiror AcquirorTarget TargetTarget Country Target CountryAdjusted EV (€m)
Adjusted EV (€m)
Note: Digital Companies trade sale exits (only one most recent deal counted per company). Green font denotes speaker at NOAH.
