Ecommerce, Marketplaces & Classifieds: Company presentation by Thomas Plantenga, Vintage at the NOAH Conference Berlin 2019, 13-14 June, STATION.

1. Thomas Plantenga, CEO

2.  @NOAHConference
 @noah_conference
 @noah-conference
 @NOAHConference
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4. THE FASHION INDUSTRY HAS A SUSTAINABILITY PROBLEM
FOOD INSECURITY
AIR POLLUTION
HABITAT DESTRUCTION
HUMAN RIGHTS ISSUES
RESOURCE DEPLETION
CLIMATE CHANGE
ANIMAL RIGHTS
WATER POLLUTION

5. Make secondhand first choice
worldwide

6. Vinted is a C2C marketplace to trade secondhand fashion
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What we are:
• C2C marketplace for women & kids fashion
• Community focused on women
• Mobile-driven (75% usage via apps)
Target Audience:
• Fashion: Women-focused (15-35 y.o.)
• Kids Items: Women-focused (22-45 y.o.)
Business Model:
• Hybrid of e-commerce and classifieds
Easy to list Discover fashion 1-click purchase

7. Management Team
With 300 people working together to make this happen
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Team by Location & Department
Mantas Mikuckas
COO & Angel investor
Vaidotas Urba
CFO
Thomas Plantenga
CEO Vilnius
Berlin
Warsaw
Prague
Management
Product & Engineering
Community Support
Marketing
Ops (finance, HR, admin)

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9. Hmmm eBay is pretty big….

10. Declining * Smaller * No Value

11. average Joe = scale = money

13. Gradually expanding into markets with combined population of 285 million
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Country Population
France 67M
Belgium 11M
Spain 46M
The Netherlands 17M
Portugal 10M
Germany 82M
Poland 38M
Czechia 11M
Lithuania 3M
Start
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Start

14. Our members love Vinted, driving superb engagement;
Every single day our users spend a combined 150 years on Vinted marketplace
* review source : Google Play store 13
Great app, I can buy adorable clothes super cheap and sell all
the things I don't wear. It's a win win!
Tess LeAnne
Love this app!!... Love buying and selling things from here very
addicting ! Selling on here is awesome they don't charge a
sellers fee so you get all your money ! Love that new update !
Florinda Martinez
Jess LeValley
Fantastic app to find great deals on clothes and accessories
that are super cute. No matter your taste in style, you can find
something that suits you here. HIGHLY recommended! I love
the trade option; being able to trade my clothes I don't want for
"new" is really awesome.
8m
MAU
41
NPS
52
Minutes spent on app
per DAU
31%
DAU vs MAU
Key Engagement Metrics User reviews are on average between 4 to 5 stars

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18. 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