Advertising - Presentation by Ethan Stock, GM North America of Upstream at the NOAH 2012 Conference in San Francisco, Four Seasons Hotel on the 26th of June. www.noah-conference.com

1. upstreamsystems.com
Ethan
Stock
GM,
North
America

2. Upstream:
Performance-­‐driven
marke5ng
for
CMOs
in
six
numbers
Upstream
founded
in
2000
Global
sales
force
with
accounts
in
40
countries
Product
working
in
23
languages
24
Billion
markeAng
messages
exchanged
Over
half
a
billion
US$
of
client
revenue
generated
53,000,000
paying
consumers

3. Upstream
serves
enterprises
who
sell
to
millions
of
consumers,
and
is
a
new
algorithmic
layer
on
the
CRM
stack
Mobile
Operators
Banks
Web
Freemium
Travel
Retail
Impressions:
Impressions:
Impressions:
Impressions:
Impressions:
21BN
40
BN
720BN
160BN
100’SBN
PER
MONTH
PER
MONTH
PER
MONTH
PER
MONTH
PER
MONTH
REVENUE:
REVENUE:
REVENUE:
REVENUE:
REVENUE:
$220BN
$458BN
$67BN
$219BN
$423BN
MarkeAng
Data
Bidding
&
TargeAng
Upstream
CRM
Process
Stores
Pricing
&
AnalyAcs
1LM™
Mgmt.

4. Upstream
digi5zes
the
perfect
salesman
One
Line
Marke+ng™
(1LM™):
The
technology
of
mathema5cal
persuasion
Performance
Pricing

Free
Trial

Painless
IntegraAon

5. Upstream
Historical
KPIs
Historical
Performance
Key
Metrics
2008
2009
2010
2011
MarkeAng
Message
Volume
3.0
billion
3.4
billion
4.4
billion
6.2
billion
Unique
Consumers
Reached
59
million
64
million
113
million
145
million
Unique
Paying
Consumers
5,300,000
6,100,000
12,400,000
17,300,000

6. Upstream
2012
&
Beyond
• ProjecAng
50%+
growth
2012,
2013,
2014
• Aggressively
growing
our
U.S.
presence
on
both
coasts
(SF
&
NYC)
• Signing
&
launching
enterprise
&
digital
markeAng
customers
in
key
verAcals
• IntegraAon
&
channel
partnerships
with
technology
&
services
firms
who
sell
to
the
CMO
• Yes,
we
are
hiring!
ethan.stock@upstreamsystems.com

7. NOAH Advisors - Europe’s Leading Internet Corporate Finance Boutique Selected Completed NOAH Transactions
May 2012 April 2012
Unique Industry Know-How Core Investment Banking Competence
Sale of a 100%-stake in
 100% focused on Internet companies, covering  The NOAH team has 25+ years of media
150 million growth equity investment from
over 25 sub-verticals in this highly complex investment banking experience
industry - Routine execution of M&A and financing for a 50% stake alongside Fotolia’s Founders and
to
- 15+ years active coverage of leading European transactions with sizes of several billion euros
Internet companies and investors  The team has been working together closely for 7 Additional $150 million senior debt financing
Total $300 million investment
 Deep understanding of industry dynamics and years (including 6 years at Lehman Brothers) Financial Advisor to Fotolia and its Shareholders Financial Advisor to Toprural and its Shareholders
thinking of industry leaders  8 successfully completed NOAH Advisors
 Ability to add value beyond banking advice transactions underline successful transfer of
- Facilitates overall process and minimizes competencies to the Internet sector November 2011 July 2011
management distraction Sale of a majority stake in Sale of a majority stake in
Unmatched Network and Relationships Full Commitment - We Are Entrepreneurs!
 NOAH Advisors is globally very well connected  The NOAH team are entrepreneurs and focused to
to
and has direct access to virtually all key players in on growing the business and establishing a Quants Financial Services AG
the industry reputation for excellence Exclusive Financial Advisor to
- Knowledge of and strong relationships with  Full commitment to deliver top quality results in grupfoni and its Shareholders Advisor to EnGrande
potential buyers’ key decision makers short time frames
- Coverage of over 500 companies and 4,000  Highly success-based compensation structures
individuals align interests of clients and NOAH Advisors, and April 2011 April 2011
- Proactively finds and unlocks attractive demonstrate conviction to deliver top results Sale of a majority stake in
investment opportunities for leading have acquired a majority stake in
investors (e.g. Bigpoint)
 Annual NOAH Conference to
for $350m from
The NOAH Advisors Core Team
Exclusive Advisor to Advisor to Yatego
Summit Partners and TA Associates
Marco Yoram Jan
Rodzynek Wijngaarde Brandes
December 2009 April 2009
Managing Director Director Director
Partial sale of $80m partial sale of
and Founder
to
to
Contact Details Contact Details Contact Details Valuing Softonic at €175m
marco.rodzynek@noah-advisors.com yoram.wijngaarde@noah-advisors.com jan.brandes@noah-advisors.com
Advisor to Softonic Advisor to Fotolia
UK Mobile: +44 77 85 330 330 UK Mobile: +44 79 17 084 784 German Mobile: +49 174 2010 984
Swiss Mobile: + 41 79958 1512

8. Introduction to the NOAH Conference Overview of the NOAH Conference 2011
 The NOAH Conference is an annual Internet event taking place once a
Summary Overview Conference Program
year in London, focused on top management from Internet start-ups to
global media companies as well as senior investment professionals  NOAH ‘11 took place on 9-10 November 2011 at Old
 NOAH’s goal is to create a marketplace for the European Internet eco- Billingsgate in London
system to discuss key trends, generate business and facilitate  Fantastic line-up of 90 speakers from 20 countries in keynotes,
investment transactions presentations and panels over 2 full days
 Over the past 3 years numerous high-profile speakers presented at  1,150 attendees from 35 countries – 57% from Internet
NOAH, including over 100 CEOs companies, 26% from investors, 15% from corporates (media
 The NOAH Conference was founded in 2009 by Marco Rodzynek and is companies, advisors, PR and recruiting) and 2% press
organised by the NOAH Advisors team with sponsorship from some of representatives from leading on- and offline publications
the world’s leading financial investors  NOAH party with additional guests from London and a great
live band on the evening of the first day
NOAH ‘12 on 6-7 November – Save the Date  Extremely positive feedback from numerous attendees, on
twitter and in the press
 The conference will again take place at Old Billingsgate in London
 Registration will open in early 2012 Selected Conference Impressions
 For updates, please check: www.noah-conference.com
Event Sponsors Strategic Sponsors