53 huddle noah sf 2012
DESCRIPTION
Presentation given at NOAH Conference San Francisco on June 26 2012 www.noah-conference.comTRANSCRIPT
INTELLIGENT COLLABORATION
FOR THE ENTERPRISE
Andy McLoughlin
Co-founder, EVP Strategy
HUDDLE AT A GLANCE
Founded by Alastair Mitchell (CEO)
and Andy McLoughlin (EVP, Strategy)
Intelligent collaboration software for
global enterprises
More than 100,000 organizations in
180 countries use Huddle
$40M total venture funding
Backed by Eden Ventures, Matrix
Partners, DAG Ventures, Jafco
Ventures
Offices in London, San Francisco &
New York
Growing rapidly: 200 employees this
year
Nov 2006 – Company founded
Apr 2007 – Product launched
Oct 2007 – Series A ($5M)
May 2010 – Series B ($10.2M)
Jul 2011 – UK Government
private cloud deal
May 2012 – Series C ($24M)
Feb 2012 – Intelligent Sync
platform launched
$25B ECM MARKET OPPORTUNITY
Traditional ECM fails to support
new ways of working & sharing
information Cloud, Social, BYOD, Remote
working
Happy 11th birthday SharePoint
SharePoint: the $10 billion Goliath
125 million seats deployed
$1.4bn software revenues to
Microsoft
Hundreds of millions of potential
seats (120 million in companies 20
seats+ in the US)
Cloud Content
Storage, Sharing &
Collaboration
Cloud Social
Comms & Collaboration
Legacy On-prem
Pers
onal
SM
B
Ente
rpri
se
“70% of businesses will move to
cloud in next five years”
- Gartner
COLLABORATE INTELLIGENTLY
Store, discover, share and work on
content securely in the cloud
Enterprise content management +
social collaboration = content
collaboration
Ultimate security across the firewall
Ubiquitous: desktop, laptop, iPhone,
iPad, Android & BlackBerry
Predictive intelligence selects most
relevant content for full sync across all
devices
99.9% True Uptime Guarantee
Adoption Guarantee
50% lower TCO than SharePoint
Reply by
Discussions
Activity
stream
Profiles
Alerts &
notifications
Cloud
storage
File sharing
File sync
Mobile
Online editing
Office
integration
Project / Task management
Whiteboards
Meetings & calendaring
Permissions, audit trail,
versioning, approvals
API’s, Support, Dashboard,
Admin tools
KEY PERFORMANCE INDICATORS
300%
80
0%
USA
40%
UK
45%
Rest of
World
15%
Enterprise Sales Revenue
Overall Sales Revenue
2012 2013 Growth Geographic breakdown of revenues
• Exponential global growth
• Proven track record of success
• IPO candidate within 36 months
• Welcoming technology partner inquiries
Andy McLoughlin
Alastair Mitchell
THANK YOU
Unique Industry Know-How Core Investment Banking Competence
Unmatched Network and Relationships Full Commitment - We Are Entrepreneurs!
100% focused on Internet companies, covering over 25 sub-verticals in this highly complex industry - 15+ years active coverage of leading European
Internet companies and investors Deep understanding of industry dynamics and
thinking of industry leaders Ability to add value beyond banking advice
- Facilitates overall process and minimizes management distraction
The NOAH team has 25+ years of media investment banking experience - Routine execution of M&A and financing
transactions with sizes of several billion euros The team has been working together closely for 7
years (including 6 years at Lehman Brothers) 8 successfully completed NOAH Advisors
transactions underline successful transfer of competencies to the Internet sector
NOAH Advisors is globally very 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 - Coverage of over 500 companies and 4,000
individuals - Proactively finds and unlocks attractive
investment opportunities for leading investors (e.g. Bigpoint)
Annual NOAH Conference
The NOAH team are entrepreneurs and focused on growing the business and establishing a reputation for excellence
Full commitment to deliver top quality results in short time frames
Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results
NOAH Advisors - Europe’s Leading Internet Corporate Finance Boutique
Marco Rodzynek
Managing Director and Founder
Yoram Wijngaarde
Director
Jan Brandes
Director
Contact Details [email protected] UK Mobile: +44 77 85 330 330 Swiss Mobile: + 41 79958 1512
Contact Details [email protected] UK Mobile: +44 79 17 084 784
Contact Details [email protected] German Mobile: +49 174 2010 984
The NOAH Advisors Core Team
Selected Completed NOAH Transactions
July 2011
April 2011 April 2011
December 2009 April 2009
Advisor to EnGrande
Sale of a majority stake in
to
have acquired a majority stake in
for $350m from
Exclusive Advisor to Summit Partners and TA Associates
Advisor to Yatego
Sale of a majority stake in
to
Advisor to Softonic
Partial sale of
to
Valuing Softonic at €175m
Advisor to Fotolia
$80m partial sale of
to
May 2012
150 million growth equity investment from
for a 50% stake alongside Fotolia’s Founders and
Additional $150 million senior debt financing Total $300 million investment
Financial Advisor to Fotolia and its Shareholders
November 2011
Sale of a majority stake in
to Quants Financial Services AG
Exclusive Financial Advisor to grupfoni and its Shareholders
April 2012
Sale of a 100%-stake in
to
Financial Advisor to Toprural and its Shareholders
The conference will again take place at Old Billingsgate in London Registration will open in early 2012 For updates, please check: www.noah-conference.com
Introduction to the NOAH Conference Overview of the NOAH Conference 2011
NOAH ‘12 on 6-7 November – Save the Date
The NOAH Conference is an annual Internet event taking place once a year in London, focused on top management from Internet start-ups to global media companies as well as senior investment professionals
NOAH’s goal is to create a marketplace for the European Internet eco-system to discuss key trends, generate business and facilitate investment transactions
Over the past 3 years numerous high-profile speakers presented at NOAH, including over 100 CEOs
The NOAH Conference was founded in 2009 by Marco Rodzynek and is organised by the NOAH Advisors team with sponsorship from some of the world’s leading financial investors
NOAH ‘11 took place on 9-10 November 2011 at Old Billingsgate in London
Fantastic line-up of 90 speakers from 20 countries in keynotes, presentations and panels over 2 full days
1,150 attendees from 35 countries – 57% from Internet companies, 26% from investors, 15% from corporates (media companies, advisors, PR and recruiting) and 2% press representatives from leading on- and offline publications
NOAH party with additional guests from London and a great live band on the evening of the first day
Extremely positive feedback from numerous attendees, on twitter and in the press
Event Sponsors
Conference Program
Selected Conference Impressions
Summary Overview
Strategic Sponsors