AUGUST 2014 FEBRUARY 2016
WHO WE ARE CATCHA GROUP IS A LEADING INVESTMENT FIRM FOCUSED ON DISTRUPTIVE ONLINE AND NEW MEDIA OPPORTUNITIES IN EMERGING MARKETS GLOBALLY The Group controls a portfolio of online assets worth well in excess of US$1.5 billion. Catcha Group has extensive experience, and tremendous success creating, developing and executing on a large number of fast-growing, market leading businesses, with a record four successful IPOs for different core online businesses. 1
COMPANY AT A GLANCE 4 publicly listed companies Market leaders in multiple online categories Founders have collectively over 30 years of experience in the digital sector Most successful tech investment group in the region 10 offices worldwide Structured the largest dot com acquisition in ASEAN OUR INVESTMENT PARTNERS INCLUDE 2
OUR PEOPLE + + PATRICK GROVE Co-Founder, Group CEO & Chairman of the Board Patrick has built a number of highly successful media and digital businesses in Asia. He is widely recognised as an industry luminary having be awarded numerous international distinctions, including Global Leader of Tomorrow and New Asian Leader by the World Economic Forum, Entrepreneur of the Year by the Australian Chamber of Commerce, and Top Entrepreneur under 40 by Business Week Asia. LUKE ELLIOTT Co-Founder & Executive Director Luke specialises in developing fast-moving, Internet businesses, monetising media assets and executing corporate transactions. Over the last six years, Luke has driven over 50 successful capital raisings, corporate exercises, mergers, acquisitions and public listings for the Group. 3
KEY STATS & DATES 30 M&A 50 Capital Raisings 4 IPOs $200M Raised $1B Listed Assets 2004 CATCHA GROUP Established 2015 NEWSCORP Invests $100m in iproperty 2007 2011 2012 2013 ASX Debut IPO On Bursa Malaysia ASX Debut ASX Debut Owner & Operator of Asia s No 1 network of property websites One of Malaysia s leading digital media groups ASEAN s largest network of online automotive sites No. 1 e-commerce player in Southeast Asia + 40,000 paying local agents* + 3.5 million unique visitors** + 1.1 million + registered members* + 3 out of 5 of ourcountries are profitable* * As at 25 May 2015 + Presence in Malaysia, Singapore, Indonesia, Vietnam and the Philippines + 10 magazine titles & online properties* + 2.7 million visitors monthly* + 50+ active digital marketing solutions clients* + Customer receipts increasing by 174% year on year* + 1.3 million unique visitors* + Audience of 7.6 million unique car buyers in March 2015 + 800,000 sales leads in March 2015 + 8.3 million unique visitors monthly* + 8.5 million subscribers* + 1.2 million active customers* + 3.5 million orders fulfilled in 2014* + Achieved $152.1 million in gross turnover* 4
ORGANISATIONAL STRUCTURE Emissary Capital ASX : IPP REV : MK ASX : ICQ ASX : E88 Market Cap AUD 742.3 m* RM 96.1 m* AUD 239.9 m* AUD 75.1 m* Share Price 52wk Range 2.22-3.97 0.65-1.39 0.59-1.20 1.48 4.60 Headcount 350 200 250 700 Catcha Group is a major shareholder with a 17% stake. Catcha Group is the largest shareholder with a 58% stake. Catcha Group entities are collectively the largest shareholder with 32% stake. Catcha Group is the largest shareholder with a 14% stake. * As at close of market 20 Jan 2016 5
INVESTMENT TRACK RECORD Catcha Group portfolio companies have demonstrated a return to shareholders in excess of 112% per annum 6
OUR STRATEGY FOCUS ON PROVEN MODELS + Classifieds + Content + Commerce + Services EMERGING MARKETS + ASEAN + Frontier Markets PROVEN MANAGEMENT TEAM + Dynamic leaders + Proven track records ACCELERATE GROWTH VIA + Knowledge arbitrage in business model + Execution knowledge gap + Injection of resources: capital, expertise, network MINIMISE RISK + Technology Risk + Financial Risk 7
SOUTHEAST ASIA S LEADING INTERNET TV SERVICE n Hybrid B2B2C and B2C model Telco distribution partnerships Signed partnerships with 7 telcos n Easily replicable Presence in 3 countries and expanding into 14 more n Immediate scale 1,000,000+ activated users in less than 6 months Value proposition n Affordable price Less than US$3 / month n Compelling content >18,000+ hours of content; >60 content studios; Global, international, and local n Proven technology Fully telco integrated; Emerging markets-ready n Best-in-class team Management team Sector specialists n Shareholders Deep industry insights and proven track record n Advisors Access to key relationships in Hollywood 2014 First=content= agreements=signed 2015 All=major=content= distributors= signed! Content( rights(from(cbs,( Paramount,( Fox,(Disney(etc.! 10,000+ hours(contracted( for(the( platform Partnership=with=Digi,=Samsung= and= Chromecast= integration! Major(partnership( with(digi,(including( integrated( carrier(billing! Bundle( deal( with(samsung( for(all(top: tier(devices! Product( update( with(full(chromecast( integration Partnership=with=Celcom! Signed( partnership( with(celcom Key=indicators=met= (as$at$end$ of$october)$! 665k+ activated( users! 3.3mm+=mins(viewed(/(day Partnership=with=TM! Landmark( partnership( with( TM(launched( in(dec 2016 NOV JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN Inception Series=A=investment! Investment( from(pldt! US$30mm raised(on( a(convert( at( US$200mm( pre:money(valuation Official=launch=in=Malaysia=&= Philippines! 67,000 active(users(registered( in(a(month Alliance=with=True,=Maybank= and= AirAsia=and= other=product= features! Major(strategic( alliance(with(true! Launch( with(key(channel( partners,( Maybank( and( AirAsia Telco=partnerships! To(execute( partnership( agreement( with(maxis! To(finalize(expanded( agreement( with(pldt! Download( first(watch(later (feature! Personalized( recommendations
Emissary Capital Emissary Capital manages an ASEAN investment fund leve raging off Catcha Group s proven strategy for success. Sector Focused The fund addresses the current gap in the availability of growth stage funding. We work closely with entrepreneurs, focusing on helping the movercome hurdles in both growth and regional expansion phases. Proven Business Models Fund Size Expected Number of Investments 20 investments USD 2 million to USD 6 million Typical Expected Equity Position in Invested Company 25-50% Entrepreneurs First Incredible Deal Flow ASEAN Investment Stage Sector USD 75 million Investment Size per Company Geography New Media, Technology & Mobile Exit Focused The fund focuses exclusively on online and mobile businesses We are experts in the sector with a proven track record for success We minimize risk and maximize returns by bringing proven business models of significant size from mature markets to Southeast Asia We invest in relationships with companies in mature markets to facilitate the continuous funnel of ideas to bring to Southeast Asia We began as entrepreneurs rather than investors We generate significant returns by contributing our operational expertise. We structure better deals by offering entrepreneurs favorable terms We get exposure to a high volume of opportunities from our relationship with Catcha Group We are able to attract significant deal flow via corporate firms and entrepreneurs At the growth stage, businesses are focused on execution rather than innovation Strategically divesting interests Maintain relationships with all global players
Frontier Digital Ventures invests in highly motivated entrepr eneurs who want to build market leading online classifieds businesses in frontier markets. We invest to operate online automotive and property classified sites. In some markets we look at general classified sites as an alternative to the emergence of verticals. Our approach is unique in these markets; our competitive advantage is value adding through management input in partnership with local entrepreneurs, as we help fund, strategize and execute best practice. Sector Focused Proven Business Models Frontier Digital Ventures focuses on the property, automotive and general classifieds sectors We identify opportunities with the right local entrepreneurs and initially invests as a minority shareholder We take a more operational role and apply our experiences and expertise in growing the business via management input We minimize risk by avoiding markets which are low population, low value and suffer from irreconcilable political or economic impediments Fund Size Expected Number of Investments Investment Size per Company Typical Expected Equity Position in Invested Company Not disclosed 30 investments USD $500k to USD 6 million 15-100% Funding Strategic Direction Funding to accelerate the growth of amazing online classified businesses The end goal is to move to a controlling interest as the business solidifies its leadership position in its local market Strategic direction based on our experience on the online classifieds space Planning and direction Establishing business execution priorities Mentoring and guiding the business to success Fostering cross border learning from Frontier portfolio companies Geography Sector South Asia, East Africa, West Africa, Central America, MENA Property, automotive and general classifieds Operational Guidance Formulating operating plans Driving the business toward key milestones Encouraging product innovation Applying experience from developed and emerging markets across the globe 8
WILD DIGITAL WILD DIGITAL is the ideal platform for Internet leaders to share their BOLD and WILD visions for building game-changing Internet empires. Wild Digital s sold-out, inaugural event features seminars and workshops hosted by world leading service providers, and premium social events providing unprecedented opportunities to network and connect with this exceptional group of over 600 corporate decision makers around the region. 2015 ATTENDEES OVERVIEW 450 Attendees 60 Speakers 390 Entrepreneurs, Investors & Senior Executives Founders/C-level & Senior Executives representing: ASEAN S top 20 Internet companies (determined by valuation) 15 publicly listed ASEAN Digital companies Attendees By Country 64% 4% 4%3%1% 2% 18% Australia Hong Kong India Indonesia Philippines 2% Singapore Thailand Malaysia Others
Catcha Group 45-7 The Boulevard Mid Valley City 59200 Kuala Lumpur Malaysia For enquiries, please email enquiries@catchagroup.com