Mobility & Travel of the Future: Company presentation by Anna Banicevic, Zizoo at the NOAH Conference Berlin 2019, 13-14 June - STATION.

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3. 2011: LEISURELY LIFE AT

4. COMPLETELY OFFLINE

5. 30MN
Recreational Boats
<3%
Utilization
THE LAST SHADOW MARKET IN TRAVEL

6. ONE OF THE MOST DESIRED HOLIDAYS FOR EVERYONE

7. POTENTIAL SAM
€115Bn
< 24m YACHT CHARTER
€11Bn
…TODAY
+7.2% yOy growth
source: Dalia Research Travel Poll 2018, UNWTO;
15%
85%
% Customers
… TOMORROW
OFFERING A HUGE POTENTIAL
93%
Of all travelers
interested

8. BAD
DATA
Boat
operators
LACK OF TECHNOLOGY ON THE SUPPLY SIDE MAKES BOAT HOLIDAYS
IMPOSSIBLE TO BOOK
NO TECHNOLOGY
NO REACH
OFFLINE
NO INSPIRATION
NO PHOTOS
NO REAL-TIME

9. 3-PIECE TECH SOLUTION THAT IS FIXING THE SUPPLY & DEMAND
Boat
operators
1 2
3
B2B2C
10-30%
COMMISSION

10. TECHNOLOGY
GROWTH
„BIG TRAVEL“
INSPIRATION
INSTANT
TRUST
Boat
operators
OTAs

11. 2015
LAUNCH
SAAS &
WEBSITE
#1
1.700
COMPANIES
24.000
BOATS2018
GDS
LAUNCH 500
AGENCIES
€10MN
€36MN
15.7%
CMGR

12. 75 VISIONARIES
FROM SOME OF THE WORLD´S BEST
TECH & TRAVEL COMPANIES

13. ROOM 15m2
BED 2X2
SOFT PILLOWS
Location: Madrid, Spain
Price: EUR 735,00
BOOK
A SHADOW MARKET PLAYBOOK….

14. 1) FIX THE SUPPLY TO 2) MAKE BOOKINGS FRICTIONLESS AND 3) MULTIPLY THE DEMAND
• Under-utilised inventory
• Limited reach
• Offline merchants
• Fragmented supply
Easy access
Global reach
Convenience
Affordability
Supply digital
+
Easy booking
=
Transformation
MARKET SOLUTION

15. DIGITALIZING THE SUPPLY IS THE REASON WE HAVE OUTGROW EVERYONE
EDUCATION
DYNAMIC RANKING
DATA
CALENDAR SYNC
NOT FLEXIBLE
NOT REACTIVE
„UGLY“
INSPIRATIONAL
LISTINGS
REVIEWS
SUPER-
FAST
BOOKING
AUTOMATION

16. SO SIMPLE. SO SCALABLE.

17. LISTINGS
FOR ALL
AUDIENCES

18. €200MN
AND WE ARE JUST RAMPING-UP…
3X GBV
+35% GM 1st BOOKING
5x CLTV / CAC
85% NEWBIES!
€9 / LISTING
600 NEW AGENCIES
60.000 LISTINGS
INTERNATIONAL
TODAY NEXT 24M

19. 2015-2019
2019-2021
2022-2023
SUPPLY ACQUISITION MED
DACH FOCUS
#1 ONLINE
INTERNATIONAL
SAAS 3.0
NEW A-LEVEL HIRES
HOUSEHOLD BRAND
GDS RAMP-UP
LOCAL OFFICES
US office (2019)
Zizoo HQ (DACH & Int)
South Europe Office
(2021) )
Australia (2021)

20. SCALABLE &
LIQUID
SUPPLY
PRODUCTS
FOR
EVERYONE
TRAFFIC
THAT
MULTIPLIES
WEBSITE &
GDS THAT
CONVERT
OPS TEAM
THAT
KNOWS ITS
GAME
A HIGH-GROWTH ENGINE THAT WORKS

21. WITH A CLEAR VISION:
TO BECOME THE
CENTRAL HUB FOR ALL
BOAT-HOLIDAY RELATED
ACTIVITIES

22. The next
BIG THING
in travel

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 10th year
Over 40 years of combined relevant M&A experience
Routine execution of M&A and financing transactions
with sizes of several billion euros
30 successfully completed NOAH Advisors transactions
underline successful transfer of M&A competencies to
the Internet sector
Entrepreneurial mind-set, focused on growing the
business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures align
interests of clients and NOAH Advisors, and demonstrate
conviction to deliver top results
Creative deal solutions
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE®
The NOAH Advisors Core Banking Team
Marco Rodzynek
Managing Director & Founder
Jan Brandes
Managing Director
Nikhil Parmar
Director
Olek Skwarczek
Associate
Lukas Schlund
Analyst
December 2014 October 2014
Sale of 100% of
for $800m to
Exclusive Financial Advisor to
Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to
Trovit and its Shareholders
October 2016
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
December 2016
August 2017
Financial Advisor to Silver Lake
Financial Advisor to EMK Capital
Investment in
Acquisition of a Majority Stake in
by
by
at a valuation of $200m
November 2019 July 2019
September 2018
Financial Advisor to MagicLab
Financial Advisor to AU10TIX
and its shareholders
Financial Advisor to 10bis
and its shareholders
Acquisition of a 79% stake in $60m Investment in
Sale of 100% in
by
at a valuation of ~$3 billion
at a valuation of $260m by
for €135m to
10Bis