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Noah London 2019
Reinventing how the
world buys clothes
with stylists and AI
 @NOAHConference
 @noah_conference
 @noah-conference
 @NOAHConference
FOLLOW USONSOCIAL
Thread is clothes discovery service that
combines stylists and AI to recommend 

the perfect clothes for men.
Marketplace with one of the largest 

menswear ranges in the world.
We believe the era of generic multi-brand 

retail is over, and we’re pioneering 

what comes next.
One of the first video sharing sites Largest social network for gamers
Offline retail
Crowded stores, queues
Travel, limited local choice
Inefficient to browse
Generic e-commerce
Overwhelming options—99% not right for you
Fragmented across hundreds of websites
No idea what will suit you, fit well, last long
Thread is AI-driven 

e-commence — a radically
better experience

All clothes in your size, budget, style
Style advice tailored specifically to you
Uses your existing wardrobe
Learns your preferences automatically
Every brand in one place
Stylists on hand to help
CD-ROM Cloud
Generic e-commerce AI-driven e-commerce
Letters Messaging
Thread is the most advanced tech in
retail and years ahead of incumbents
Quality: 

Nearly 90% of recommendations
rated positively
25%
41%
58%
74%
90%
Nov-12 Jan-14 Mar-15May-16 Jul-17 Sep-18
Scalability: 

Rapidly increasing number of
users per stylist
0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
2013 2014 2015 2016 2017 2018 2019
‣ 3.7 trillion outfit combinations
‣ No two people get the same experience
‣ Tracks everything you do and personalises in realtime
Data Network Effects: 

New users improve reccs for
existing users
RecommendationQuality
65%70%75%80%85%90%
Users
175K 350K 525K 700K
73%
81%
86%
88%
15,00015,000
18,000
50,000Triple the range size 

of market leaders 

due to marketplace
products
Customers are loving it,
buying a ton and telling
their friends
1.3 million guys in the UK (25-45 year old)
Soft launched in US and growing 50% MoM
25% of customers shop exclusively on Thread
40% more repeats than Farfetch
95% of repeat orders happen organically
NPS of 60 (vs e-com average of 39)
Worldclass team and unique,
vibrant culture
‣ Founded Thread with a clear, unique culture
(captured in 100 slide deck, 40k views)

‣ Offer acceptance 90%+ even with rival offers from
DeepMind, Google, Facebook

‣ Regrettable attrition was 5.9% in 2018 (half
Balderton portfolio average) 

‣ Carefully hand-picked all-star team
Demis Hassabis
Co-founder,
DeepMind
Andrew Jennings
Former President, 

Saks Fifth Avenue
Edoardo Zegna
Co-owner, Ermenegildo Zegna


Sebastian Picardo
Ex-Chief Retail Officer, Lane Crawford


Errol Damelin
Founder, Wonga


Passion Capital
Robin Klein
Partner, LocalGlobe


Edgar Bronfman Jr.
Billionaire former owner of Warner Music


Ian Hogarth
Founder, Songkick


Venrex
Michael Birch
Founder Bebo, Sold For $850m


Maurice Helfgott
Ex-Board Member, Marks & Spencer


Jared Kopf
Founder, Adroll


Forward Partners
Invest alongside the best in the business
Shakil Khan
Founding Investor, Spotify


William Reeve
Co-founder, Lovefilm


Neil Hutchinson
Founder, Forward Internet Group


3,129 of our customers!
Paul Graham
Partner, 

Y Combinator
Guy Hipwell
Director, 

Harrods & Liberty
✓ Reinventing one of the largest industries in the world
✓ Unique, hard to copy technology
✓ Customers love it
✓ Growing fast, expanding globally
✓ Exceptional team

kieran@thread.com 👋
Summary
Reach out if you’d like to chat!
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 10th 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
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE®
The NOAH Advisors Core Banking Team
Marco Rodzynek
Managing Director & Founder
Jan Brandes
Managing Director
Nikhil Parmar
Director
Olek Skwarczek
Associate
Lukas Schlund
Analyst
December 2014 October 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
October 2016
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
December 2016
August 2017
Financial Advisor to Silver Lake
Financial Advisor to EMK Capital
Investment in
Acquisition of a Majority Stake in
by
by
at a valuation of $200m
November 2019 July 2019
September 2018
Financial Advisor to MagicLab
Financial Advisor to AU10TIX
and its shareholders
Financial Advisor to 10bis
and its shareholders
Acquisition of a 79% stake in $60m Investment in
Sale of 100% in
by
at a valuation of ~$3 billion
at a valuation of $260m by
for €135m to
10Bis

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Thread - NOAH19 London

  • 1. Noah London 2019 Reinventing how the world buys clothes with stylists and AI
  • 2.  @NOAHConference  @noah_conference  @noah-conference  @NOAHConference FOLLOW USONSOCIAL
  • 3. Thread is clothes discovery service that combines stylists and AI to recommend 
 the perfect clothes for men. Marketplace with one of the largest 
 menswear ranges in the world. We believe the era of generic multi-brand 
 retail is over, and we’re pioneering 
 what comes next.
  • 4. One of the first video sharing sites Largest social network for gamers
  • 5. Offline retail Crowded stores, queues Travel, limited local choice Inefficient to browse Generic e-commerce Overwhelming options—99% not right for you Fragmented across hundreds of websites No idea what will suit you, fit well, last long
  • 6. Thread is AI-driven 
 e-commence — a radically better experience
 All clothes in your size, budget, style Style advice tailored specifically to you Uses your existing wardrobe Learns your preferences automatically Every brand in one place Stylists on hand to help
  • 7. CD-ROM Cloud Generic e-commerce AI-driven e-commerce Letters Messaging
  • 8. Thread is the most advanced tech in retail and years ahead of incumbents Quality: 
 Nearly 90% of recommendations rated positively 25% 41% 58% 74% 90% Nov-12 Jan-14 Mar-15May-16 Jul-17 Sep-18 Scalability: 
 Rapidly increasing number of users per stylist 0 20,000 40,000 60,000 80,000 100,000 120,000 140,000 2013 2014 2015 2016 2017 2018 2019 ‣ 3.7 trillion outfit combinations ‣ No two people get the same experience ‣ Tracks everything you do and personalises in realtime Data Network Effects: 
 New users improve reccs for existing users RecommendationQuality 65%70%75%80%85%90% Users 175K 350K 525K 700K 73% 81% 86% 88%
  • 9. 15,00015,000 18,000 50,000Triple the range size 
 of market leaders 
 due to marketplace products
  • 10. Customers are loving it, buying a ton and telling their friends 1.3 million guys in the UK (25-45 year old) Soft launched in US and growing 50% MoM 25% of customers shop exclusively on Thread 40% more repeats than Farfetch 95% of repeat orders happen organically NPS of 60 (vs e-com average of 39)
  • 11. Worldclass team and unique, vibrant culture ‣ Founded Thread with a clear, unique culture (captured in 100 slide deck, 40k views)
 ‣ Offer acceptance 90%+ even with rival offers from DeepMind, Google, Facebook
 ‣ Regrettable attrition was 5.9% in 2018 (half Balderton portfolio average) 
 ‣ Carefully hand-picked all-star team
  • 12. Demis Hassabis Co-founder, DeepMind Andrew Jennings Former President, 
 Saks Fifth Avenue Edoardo Zegna Co-owner, Ermenegildo Zegna 
 Sebastian Picardo Ex-Chief Retail Officer, Lane Crawford 
 Errol Damelin Founder, Wonga 
 Passion Capital Robin Klein Partner, LocalGlobe 
 Edgar Bronfman Jr. Billionaire former owner of Warner Music 
 Ian Hogarth Founder, Songkick 
 Venrex Michael Birch Founder Bebo, Sold For $850m 
 Maurice Helfgott Ex-Board Member, Marks & Spencer 
 Jared Kopf Founder, Adroll 
 Forward Partners Invest alongside the best in the business Shakil Khan Founding Investor, Spotify 
 William Reeve Co-founder, Lovefilm 
 Neil Hutchinson Founder, Forward Internet Group 
 3,129 of our customers! Paul Graham Partner, 
 Y Combinator Guy Hipwell Director, 
 Harrods & Liberty
  • 13. ✓ Reinventing one of the largest industries in the world ✓ Unique, hard to copy technology ✓ Customers love it ✓ Growing fast, expanding globally ✓ Exceptional team
 kieran@thread.com 👋 Summary Reach out if you’d like to chat!
  • 14. 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 10th 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 Unique Industry Know-How Unmatched Network and Relationships Strong Investment Banking Competence Full Commitment - We Are Entrepreneurs! EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE® The NOAH Advisors Core Banking Team Marco Rodzynek Managing Director & Founder Jan Brandes Managing Director Nikhil Parmar Director Olek Skwarczek Associate Lukas Schlund Analyst December 2014 October 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 October 2016 Investment in Exclusive Financial Advisor to KäuferPortal and its Shareholders by 84% Ownership December 2016 August 2017 Financial Advisor to Silver Lake Financial Advisor to EMK Capital Investment in Acquisition of a Majority Stake in by by at a valuation of $200m November 2019 July 2019 September 2018 Financial Advisor to MagicLab Financial Advisor to AU10TIX and its shareholders Financial Advisor to 10bis and its shareholders Acquisition of a 79% stake in $60m Investment in Sale of 100% in by at a valuation of ~$3 billion at a valuation of $260m by for €135m to 10Bis