Adveritas Limited · ASX:AV1
Adveritas — Investor Presentation (June 2020)
31 slides from Adveritas's investor presentation, Jun 30, 2020
Slide 1: Investor Presentation
Investor Presentation Growth Strategy Strongest Balance Sheet Mat Ratty Chief Executive Officer Adveritas Limited (ASX: AV1) June 2020
Slide 2: Disclaimer
Disclaimer This presentation contains summary information about Adveritas Limited (Adveritas) and is current at 30th June 2020. The information in this presentation is of general background and does not purport to be complete. This presentation is not investment or financial product advice (nor tax,
Slide 3: Contents
Contents 4 Digital Ad Fraud – A Massive Global Problem 7 TrafficGuard – A Holistic Solution 10 Unique Customer Value Proposition 15 Sustainable Competitive Advantages 20 Major Global Customers 23 Multiple Growth Drivers 30 Record Balance Sheet Strength 31 Investor Enquiries 3
Slide 4: Digital Advertising Fraud: A Massive Global Problem
Digital Advertising Fraud: A Massive Global Problem TrafficGuard Introduction - Private & Confidential 4
Slide 5: Advertising Fraud – A Massive Global Problem
Advertising Fraud – A Massive Global Problem Ad Fraud has massive direct and indirect costs for the global digital advertising ecosystem. Direct costs $42 billion loss to ad fraud in 2019 by advertisers globally* 1 in 10 app installs worldwide will not be from genuine users by 2022* *Juniper Researc
Slide 6: The True Cost of Ad Fraud
The True Cost of Ad Fraud Indirect costs Continued investment in sources of fraud Threat of litigation Indirect costs of ad Unresolved disputes about the fraud impact the entire presence of ad fraud adds digital advertising unnecessary risk ecosystem Downstream media costs Traffic sources may unwitt
Slide 7: TrafficGuard - A Holistic Solution
TrafficGuard - A Holistic Solution A holistic solution to digital advertising fraud. Ad verification & fraud prevention specialists. Team of 25 data scientists, 14+ billion fraudulent clicks analysts and engineers and conversions mitigated 4+ Years fighting Invalid Traffic (IVT) & ad fraud 14 months
Slide 8: Company Mission
Company Mission Driving trust and transparency in the digital advertising ecosystem. TrafficGuard provides a unique, holistic approach to confronting digital ad fraud. Reporting tools help advertisers recover wasted media spend but TrafficGuard isn’t a reporting tool - it is a holistic solution to a
Slide 9: Why TrafficGuard?
Why TrafficGuard? Uniquely positioned as a one-stop shop based on proprietary big data, confronting fraud across all channels Surgical Prevention Transparency Protection across the whole journey • Our surgical approach is based on • TrafficGuard is highly transparent • We provide universal protectio
Slide 10: Unique Customer Value Proposition
Unique Customer Value Proposition How Does Removing Invalid Traffic Increase Return on Ad Spend? TrafficGuard Introduction - Private & Confidential 10 10
Slide 11: Genuine Ad Engagement
Genuine Ad Engagement No more bots, clicks farms or competitors’ clicks draining your ad spend. Just genuine advertising engagement. 11 11
Slide 12: Convert More Customers
Convert More Customers Campaigns reach real people, who can become real customers. 12 12
Slide 13: Growth Focused Fraud Prevention
Growth Focused Fraud Prevention Safe in the knowledge that TrafficGuard is proactively protecting them from fraud, our clients have been able to achieve: 1 Greater reach and accelerated user acquisition 2 Faster advertising optimisation 3 Higher user life-time value (LTV) and improved Return on ad s
Slide 14: Sustainable Competitive Advantages
Sustainable Competitive Advantages TrafficGuard Introduction - Private & Confidential 14 14
Slide 15: Full Funnel Approach to Solving Ad Fraud
Full Funnel Approach to Solving Ad Fraud TrafficGuard uniquely provides a holistic, “one-stop shop” solution, based on proprietary big data sets which have been accumulated through 10+ years of operations Ad Verification Ad Fraud Mobile Ad Fraud PPC Fraud Bot Management 15
Slide 16: Machine Learning Protecting Against Unknown Fraud
Machine Learning Protecting Against Unknown Fraud Ad fraud is constantly mutating to avoid detection. TrafficGuard, and the data scientists that train it, utilise a combination of anomaly, classification and predictive machine learning algorithms to analyse traffic and determine validity in real-tim
Slide 17: Global Leader in Digital Ad Fraud Prevention
Global Leader in Digital Ad Fraud Prevention TrafficGuard operates across the client's entire ad spend (mobile, desktop, programmatic, Google ads), analysing every stage of the consumer’s digital marketing journey. Feature TrafficGuard Legacy Solutions Multiple channels TrafficGuard is the worlds fi
Slide 18: TrafficGuard’s Proprietary Data and Technology – How it Works
TrafficGuard’s Proprietary Data and Technology – How it Works TrafficGuard analyses hundreds of data points every time an ad is viewed, clicked, and converts, to determine whether that ad engagement is genuine or delivered by fraud. How it works TrafficGuard analyses over 200+ signals from these 5 c
Slide 19: Trusted by Major Global Clients
Trusted by Major Global Clients Major clients in key segments including transport, on-demand applications, ad agencies, online marketplaces, fintech, mobile marketing, gaming 19
Slide 20: Proven Customer Benefits
Proven Customer Benefits Customer case studies provide proven metrics to quantify success. e.g. Rappi Task ● With aggressive growth targets, Rappi needed both protection and scale. Rappi is LATAM’s highest valued startup, operating across 7 markets ● Rappi had high and volatile click volumes with lo
Slide 21: “ROAS increased 25% with TrafficGuard.”
“ROAS increased 25% with TrafficGuard. By having cleaner traffic, we could find reliable sources and allocate budget better, putting money where it is really bringing results.” Gabriel Sampaio Growth Lead -Digital Channels, Rappi 21
Slide 22: Multiple Growth Drivers
Multiple Growth Drivers 22 22
Slide 23: 3 X 3 Sales Model
3 X 3 Sales Model Both “land and expand” and long-dated contracts have been proven to work for Adveritas. The launch of Freemium (fraud detection only) model is expected to increase the sales pipeline. Three Sales Models Three Paths To Market Long-dated Third Party Freemium Mass Market Contracts Dis
Slide 24: Multiple Growth Drivers
Multiple Growth Drivers FREEMIUM TrafficGuard will deploy multiple growth drivers. Freemium Online Sales Direct Sales Sector Education Public Relations Strategic Sectors Freemium offering Increase marketing Increase Direct Increase Increase Direct sales reps to be mass channels including sales reps
Slide 25: Multiple Shareholder Value Drivers
Multiple Shareholder Value Drivers All elements of the 3 x 3 sales model work together to drive shareholder value. Shareholder Value Long-dated Land & Expand Contracts Land & Expand Long-dated Freemium Customers Contracts via Freemium via Direct Marketing Freemium Conversion & at Enterprise Level Pi
Slide 26: Freemium Launch
Freemium Launch Freemium model has attracted 400 + sign ups and counting. Mass Marketing scale up expected July 2020. Self-service model PR and mass marketing to raise • TrafficGuard Google PPC ad awareness fraud protect now launched. • Expected July 2020. • Users can sign up to Freemium • Facebook,
Slide 27: Direct Sales has secured initial marquee clients
Direct Sales has secured initial marquee clients • Direct Sales secured the initial marquee clients – Rappi, GoJek, ecommerce giants, Centauro and Bukalapak, mobile advertising. agency, MUV (Mobile agency of global agency holding group WPP), NASDAQ-listed Glu Mobile. • Increase in direct sales repre
Slide 28: Third Party Partnerships can be transformational
Third Party Partnerships can be transformational • Any groups that can introduce TrafficGuard to large numbers of clients is a potential Strategic Partnership. • Examples include ad agencies, domain name registries, banks, accounting firms, Large enterprises. • Sales leverage through third party sal
Slide 29: Record Balance Sheet Strength
RECORD BALANCE SHEET STRENGTH TrafficGuard Introduction - Private & confidential 29
Slide 30: Balance Sheet Strength
Balance Sheet Strength Record balance sheet strength provides operating runway to at least 3Q calendar year 2021. Record balance sheet strength of circa $9.5m – strongest ever in the Company’s history. Recent capital raisings summary: • Strategic Placement = $4.5m • SPP oversubscribed = $3.0m R&D gr
Slide 31: Investor Enquiries
Investor Enquiries This presentation has been approved by the Board of Directors of Adveritas Limited. For more information, please contact: Mat Ratty Chief Executive Officer Adveritas Limited (ASX: AV1) Office: +61 (8) 9473 2500 Email: investor.enquiry@adveritas.com.au 31