Transportation & Mobility - Company Presentation by Paulin Dementhon, CEO of Drivy at the Axel Springer NOAH Conference 2018 in Berlin, Tempodrom 6-7 June 2018.

1. From private SUVs
to specialized cars and platforms
Paulin Dementhon
Noah Berlin ‘18

2. Three Conferences, One Mission: Empower the European Digital Ecosystem
To provide a physical marketplace
that facilitates funding of
digital European companies
at all stages
Mission MissionMission
To promote Israel - European
relationships and enable funding
To bring together future-shaping
executives and investors active
across segments driven
by digital revolution
Connecting
Capital with
Entrepreneurs
Connecting European
Champions
and Challengers
Connecting Israel’s Startups
with Large Corporates
and Investors
30-31 October 2018
Old Billingsgate, London
13-14 June 2019
STATION Berlin
9-10 April 2019
Haoman 17, Tel Aviv

6. SUV + Level 5 autonomy + platform
= winner gets all?

7. Other transport modes will be more
competitive on specific use cases
Both vehicles and platforms will
specialize

8. Commute Peaks → need to pool
Dynamic pooling + routing
Curbside pickup/dropoff
Buses & vans
Low brand value
More passengers
→ driverless less cost-critical

9. Micro
Mobility
Free floating light vehicles
EV or not
Dispatching, maintenance
Competitive edge based on
vehicle design possible
Self-driving tech
irrelevant short term

10. Taxi /
Ride
Hailing
King for long tail:
suburban sprawl, off-peak hours
Dispatching, driving, pooling
Cities will regulate
Commoditized vehicles
Low speed → golf carts?
Driverless tech critical

11. Intercity
Fast shuttle between 2 high
density points
Roads beating rail on medium
distances
High-speed shuttles
Little brand visibility, like a train
make
Self-driving tech
a must for safety

12. Extracity
carsharing
Round trip to a low density zone.
Multihop.
Additional services in addition to
transport
High-tech, high-profile cars.
Performance, interior design &
brand matter.
Level 3-4 autonomy already great
to free passengers of driving most
of the time

13. Consequences - For vehicles and OEMs
➔ Cars will specialize
➔ Utility shuttles or commoditized
low speed EVs will rule in cities
➔ Incumbent OEMs too sophisticated
to tackle the city market
→ they should focus on extracity trips

14. Consequences - For autonomous technology
➔ Very distinct problems to solve
● Fixed-route shuttle in a city
● Highway cruising
● Low speed urban dispatch of light vehicles
● Parcel delivery by a small pod
Generic self-driving ability might come much later

15. Consequences - For mobility platforms
➔ Ride-hailing market share could stabilize as other
modes take off and cities pressure for best public
space ROI.
➔ Carsharing will hugely benefit from connected cars
and early steps of autonomy
➔ 1 Drivy ride for every 20 intra-city rides

16. Thank you!

17. 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
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
December 2014
September 2014
October 2014
May 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
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
December 2016
Financial Advisor to Oakley Capital
®
Marco Rodzynek
Managing Director & Founder
marco.rodzynek@noah-advisors.com
Jan Brandes
Managing Director
jan.brandes@noah-advisors.com
The NOAH Advisors Core Banking Team
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
Financial Advisor to Silver Lake
Investment in
by
August 2017
Financial Advisor to EMK Capital
Acquisition of a Majority Stake in
by
at a valuation of $200m
Aleksander Skwarczek
Analyst
aleksander.skwarczek@noah-advisors.com
Nikhil Parmar
Director
nikhil.parmar@noah-advisors.com