holodia - noah16 london
TRANSCRIPT
TheWorld’sfutureleadingVRPlatformdedicatedtotheSport,Fitness,Hospitality&Entertainmentindustries
Noah2016,London- ShahinLauritzen,CFO
GET YOUR TICKET TODAY!www.noah-conference.com
2-3Tempodrom, Berlin Old Billingsgate, London
NOV201722-23 JUN2017
SAVE THE DATE
ProductDemo
1 MULTIPLAYER
Challenge & CompetitionSocial Integration Social Network & Community
2 SPORT PLAY™
Effort GamificationIncreased Motivation Total Immersion
3 VIRTUAL COACH™
Specific Workout Programs Performance Monitoring AI - Workout Customization
ProductDemo
HolofitisaVRSoftwareplatformdisruptingFitness
Bigpicture
1/9
▶ Sector:VRSoftware/Sport/Fitness/Games
▶ Vision:dramaticallyenhancetheexperienceofindoorSporting– MULTI– SPORT
▶ Ambition:becometheWorld’sleadingVRsoftwareplatformdedicatedtoSport&Fitness,Hospitality&Entertainmentindustries
2015 2016 2017onwards▶ Inc.late2014▶ HQinStrasbourg▶ Initialsoftware
platformdevelopment
POC- EARLYDEVELOPMENTS
STRONGTRACTION&ACCELERATION SCALEBIG&FAST
▶ Seed&Teambuilding▶ B2Bsubscriptionmodel▶ SeriesA tobeefupTechnical,
Sales&Marketingteams
▶ Fast&FuriousGrowth▶ Globaldistributionnetwork▶ DenseTechnologyRoadmap
OlivierZitvogelCEO&Founder
Passion&Vision– VRguru
2/9
KonstantinPrinzTopnotchCTOTechnologyguru
ShahinLauritzenCSFO&Co-FounderOrganizationbuilder
Therightblend ofexpertiseandexperience
FoundingTeam
▶ Serial entrepreneur. Ex-CTO @ Sprice/Travelport leading tech team of 60
▶ AI & Embedded Computing Projects▶ CRNS Institute of cognitive science, MSc.Eng.
Strasbourg University ▶ English German & some Russian
▶ Senior IT Project Manager▶ Stanford SCPM, PMP, leading tech teams of
40▶ MBA, Henley Business School; Doctoral
scholar, B.A. @GEM. Leadership &Management @MIT Sloan School ofManagement
▶ German, English, Italian
▶ CFO at the IFAD (Paris-Roma)▶ MBA, finance, IEDC Bled S. of Management
Doctoral scholar, B.A. Innovation & Technology @GEM Royal Military Academy
▶ Marathon runner & fitness freak▶ Danish, Swedish, English, French
Bojana KnezevicChiefOperatingOfficer&ChiefCatalyser
&Fitnessfreak
2/9
VincentAubryOurtalentedArtDirector
MarionPicardChiefMarketingOfficer
Therightblend ofexpertiseandexperience
ExtendedTeam– Internationalcradleoftalents
▶ Art and Game Design expertise▶ Art Director on award winning student
projects▶ MSc, Conservatoire Nationale des Arts
et Métiers, Graduate School of Gamesand Interactive Media
▶ Co-founder & COO of MyWorldTaxiand Skandia CG
▶ Legal advisory at InternationalOrganizations (UN, EU)
▶ Fitness / Tae-bo instructor▶ MSc. Management and Law, London
and Belgrade University
▶ Head of Trade Marketing, Key Account manager, E-Business
▶ Head of Group Marketing BIODERMA▶ Semi-pro alpine skier, Ecole ski Francaise▶ École Supérieure de Commerce
(ESC/Dijon), International Marketing
OurattractiveVRsolutionsmakepeopletalk
Severalmillionsviews 3/9
SIGGRAPH Emerging Technologies Prize 2016
WON!
Aiming at aHugeMarketOpportunity
MarketOpportunity
4/9
▶ Billions of Sportsmen (Clubs & Home fitness) ▶ $90 billion Global Fitness Market ▶ 300.000 fitness clubs globally▶ + 23% CAGR since 2009▶ 150 million club members ▶ + 10’s Millions of travellers using Hotel Gyms
AveryattractiveMarketOpportunity
▶ 100’s millions of Gamers▶ $100 billion video games Industry▶ VR Health - 4b€ Industry by 2020▶ VR Entertainment – Arcades – Leisure Parks▶ 500 million VR Headsets sold annually by 2025 & many
more Mobile VR-able smartphones
Digi-Capital VR Market in 2020
4/9
TraditionalIndoorfitnessisboring&turnpeopleoff(highchurn)
Holodiatrulyadsvaluefortheirusersandtheirhosts
Theproblem/opportunity paradigm
Holofitmakesfitnessfun,attractive&getspeopleexcited
Traditionalhospitalityisbeingdisrupted(Airbnb)
Holofitdramaticallyenhanceshospitality’sclients’journeys
Younggamers(inArcadesorathome)sitfortoolongandgetfat
Holofitgivesgamersachancetogetfitandburnfat!
GetKEEPGrow
VALUEformoney
FIT&Slimwanabees
5/9
6/9
VRMarket:thetimingisNOW
EmergingTechnologies2016,Gartner
CompetitiveAdvantage
Holodia’sVRSoftwarePlatformistrulyUnique7/9
Financials
Holodia’ssuscriptionBusinessModelishighlyscalable&profitable8/9
Exitroute– M&A– Consolidation
▶ GamingIndustry
Armour,Nike,Adidas,Matrix
Vivendi,ElectronicArts,Sony,Ubisoft,Microsoft,Twitch
Samsung,HTC,Nokia,Apple,Xiaomi,GoPro,NextVR
Facebook,Google,Amazon,Alibaba,Rakuten,Yandex
9/9
AnattractiveExitRoute(1/2)
▶ VRhardw.manufacturersorVerticalPlayers
▶ Generalists
▶ Sport&Fitness
Severalpotentialacquirersby2021
9/9
AnattractiveExitRoute(2/2)
WithgreatTeam&InvestorsHolodia’sInvestmentCasecangeneratesignificantreturns
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
24 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
September 2015
December 2014
September 2014
October 2014
May 2014
Sale of a 70% stake in
to
Exclusive Financial Advisor to Drushim and its Shareholders
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
May 2016
Investment in
by
Financial Advisor to Oakley Capital
Exclusive Financial Advisor to 10Bis and its Shareholders
®
Marco RodzynekManaging Director & Founder
Jan BrandesManaging Director
Justus LumpeManaging Director
The NOAH Advisors Core Banking Team
Nikhil ParmarDirector
10Bis Drushim
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