Startup Stage - Local Deliveries & Logistics - Presentation by Gemma Sorigué, Co-Founder & CEO of Deliberry at the NOAH Conference London 2017, Old Billingsgate on the 2nd of November 2017.

1. The spanish FMCG
online marketplace
Private & Confidential

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
Connecting
Capital with
Entrepreneurs
Connecting European
Champions
and Challengers
Connecting Israel’s Startups
with Large Corporates
and Investors
30-31 October 2018
Old Billingsgate, London
6-7 June 2018
Tempodrom, Berlin
13-14 March 2018
Haoman 17, Tel Aviv
To promote Israel - European
relationships and enable funding
To bring together future-shaping
executives and investors active
across segments driven
by digital revolution

3. Tu #mamashopper te hace la compra
en supers y tiendas de tu ciudad
Your #mamashopper goes shopping
in the best supermarkets and specialized stores
Delivery in 1 hour / 1st Delivery fee FREE

4. Customer orders online
#mamashopper picking
Driver delivery in just 1 hour
1
2
3
Replicating the offline shopping

5. The best service for the CUSTOMER
Multistore #mamashopper 1 hour delivery
27 stores
> 80.000 SKUs
Trusted picking
Fresh products
70% demands
same day delivery

6. SOCIAL IMPACT: #mamashoppers are our CORE
Women in labor risk
We are proud to create jobs
for women who have
difficulties to find an
employment by collaborating
with non profit organizations.

7. Deliberry monetizes from the 1st day
Retailers
Customer
CPG brands
Unique store orders
3,90€ to 8,90€
Multiple stores order
2,90€ per additional store
Convenient orders
3,90€ (no picking and lower AOV)
Partners (89%)
Commission on sales
Non-partners
Standard mark-up
Advertising campaigns
with CPG brands
Big data reports
for leading brands and retailers

8. The best digital partner for the RETAILER
Supermarkets Specialized
stores
Convenience
stores
Organic
stores

9. The best digital partner for the RETAILER
Retailers can obtain from Deliberry:
✓ Increase in SALES, we arrive to all the city
✓ Acquire younger customers
✓ Increase fresh products sales thanks to mamashoppers
✓ Reduce delivery costs
✓ They can offer inmediate delivery without investment
✓ And in some cases we are their eCommerce
Shoppers will remain buying in different stores.
Deliberry allows them to do it with the multi-store unique delivery

10. The best direct to consumer channel for the BRANDS
We offers real value to Brands
✓ Increase share
✓ Direct to consumer channel
✓ Big data from customers in a real multi-store scenario
✓ Brand awareness
Deliberry offers customer DATA in a real time and we can ACT on it

11. Proven Market
$10M
FUNDING
$32M
FUNDING
$675M
FUNDING
$15M
FUNDING
$8M
FUNDING
$65M
FUNDING
8 Asian
markets
$3.4B
Valuation
$40M
Last Round (06/17)

12. The demand is ready and growing fast
Sources: CNMC (2016), Nielsen (2016), Deloitte (2015), Kantar (2016)
A growing total FMCG ecommerce market of +20bn€…
Quarterly evolution of Online FMCG Market and inter annual variation
(millions € and %)

13. Southern Europe is a huge opportunity in the online groceries
market
Sources: Kantar Worldpanel
Spain is one of the European countries with more growth and penetration

14. RESULTS AND
ACHIEVEMENTS
Private & Confidential

15. 24
Orders at year
per repeater
1,26
2,12
81€
AOV
64 €
82 €
130€
Monthly
expenditure
84 €
186
€
18%
Of customers
monthly repetition
29%
18%
Business KPIs

16. Business KPIs
35%
Sales from
specialized
merchants
41%
Sales from
Fresh
Products
12% in reference brick-and-mortar
retailer e-commerce site
97%
Of orders
include fresh
products
70%
Of deliveries
are for the
Same day

17. BUSINESS PLAN
Private & Confidential

18. 2018 Main KPIs
9M€
GMV
2018
2M€
Quarterly
Revenues
23%
Take Rate
4€
Order
Gross
Margin

19. 2017 CONSOLIDATION OF CURRENT CITIES AND UNIT ECONOMIC
Consolidate our leadership position
Consolidate Advertising revenue stream with FMCG Brands
2018 EXPANSION AROUND SPAIN
Launch of New markets in the metropolitan area of Barcelona and Madrid
5 new cities in Spain
Serie A
2019 EXPANSION IN AN EUROPEAN COUNTRY
2020 EXPANSION IN 5 NEW EUROPEAN BIG CITIES
EBITDA POSITIVE
2021 CONSOLIDATION AND GROWTH
Yearly main goals
133M€
2017 2018 2019 2020 2021
Spain Europe

20. TEAM
Private & Confidential

21. Founders and key people
Miguel Vicente
Co-Chairman & Co-Founder
Gerard Olivé
Co-Chairman & Co-Founder
Camilo Defoin
COO & Co-Founder
Gemma Sorigué
CEO & Co-Founder
▪ Over 14 years of experience in eCommerce
companies in Management positions and
growth stages (Emagister and Atrapalo).
▪ General Manager LetsBonus (Groupon’s
Spanish and Latam leader)
▪ GM Programme at IESE Business School
▪ Over 16 years of experience in consultancy
(Cap Gemini and Morgan Stanley)
▪ BI & Sales Operations Director LetsBonus
▪ Economist and MIB at ISDI school
▪ Gerard founded the media agency Be Republic and Be Agency and Talent
Republic
▪ Miguel founded LetsBonus, Groupon’s leader in Spain with operations in 8
Latam and European markets
▪ They both co-founded Antai Venture Builder in 2013 and have built
companies like Wallapop, Cornerjob, Deliberry, Shopery, Carnovo and
Glovo, becoming one of the largest venture builders in Southern Europe
Ricard Giné
CIO
Víctor Roca
CMO
▪ Over 8 years of experience in FMCG
(Unilever and GB Foods)
▪ European eCommerce Manager at Unilever
▪ BBA and MBA at IESE Business School
▪ Over 15 years of experience in IT
▪ CIO at Wanup
▪ CTO at Privalia
▪ MBA and PLD at IESE Business School

22. Thank you
Gemma Sorigué
CEO & Co-Founder
gemma.sorigue@deliberry.com

23. 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
30 successfully completed NOAH Advisors transactions
underline successful transfer of M&A competencies to
the Internet sector
Entrepreneurial mind-set, focused on growing the
business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures align
interests of clients and NOAH Advisors, and demonstrate
conviction to deliver top results
Creative deal solutions
December 2014
September 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
Sale of controlling stake in
to
Exclusive Financial Advisor to
Facile.it 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
September 2016October 2016
December 2016
Financial Advisor to Oakley Capital
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
Justus Lumpe
Managing Director
justus.lumpe@noah-advisors.com
The NOAH Advisors Core Banking Team
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com
Acquisition of a Majority Stake in
by
from
at a valuation of €300m
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
Financial Advisor to Silver Lake
Investment in
by
August 2017
Financial Advisor to EMK Capital
Acquisition of a Majority Stake in
by
at a valuation of $200m