FinTech & InsurTech: Company presentation by Stefan Klestil, Speedinvest at the NOAH Conference Berlin 2019, 13-14 June - STATION.

1. NOAH Berlin 2019
Keynote »Fintech everywhere«

2.  @NOAHConference
 @noah_conference
 @noah-conference
 @NOAHConference
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3. 2
Speedinvest: A reputation for European Fintech VC
“Speedinvest was the most active VC investor in Europe-based fintech companies over
the past seven quarters.”
CB Insights
Q1 2019Q3 2017

4. 3
Speedinvest: Fintech Portfolio
* N26 is an investment of Stefan Klestil
Payments Banking
Lending
B2B
Lending
B2C
Investments Insurance Services
*
Telleroo
Predictus.io
upvest

5. 2
3
4
Banks are not feeling the real heat (yet)
Customer segments and products of leading fintech companies (% of total)
Segments’ share of
global banking revenues
High
Medium
Low
9
4
2
2
10
23
13
14
7
11

6. “Putting lipstick on a pig”
5
“Even playing field”
● Cloud-based infrastructure
● Open banking
● Open APIs
● Improving UX / UI
● Digitizing processes
● Innovating distribution

7. 6
Dominant institutions in the
past were built on
Fintechs are optimally positioned for breakthrough
In the future, these
institutions will be built on
Source: WEF
In the past, dominant institutions
were built on…
In the future, these institutions will
be built on…
Scale of assets Scale of data
Mass production Tailored experience
Exclusivity of relationships Optimization and matching
High switching costs High retention benefits
Dependence on human ingenuity Value of augmented performance

8. 7
Requires
• Re-invention of financial market
• Entirely new business models
• Totally adapted financial products
Societal changes
• Sharing economy
• Need for social care
• New work patterns
• …
Further technological advances
• AI
• Blockchain / DLT
• Quantum computing
• …
The global financial system is at a crossroads

9. Marketplaces
Industry 4.0Mobility
Media
Tourism / Travel
Cybersecurity
Deeptech
8
Fintech to become the nervous system of society
»Fintech
everywhere«
Health

10. Get in touch
Stefan Klestil
General Partner
stefan@speedinvest.com

11. 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