Pureprofile Ltd. · ASX:PPL
Pureprofile — Investor Presentation (October 2020)
30 slides from Pureprofile's investor presentation, Oct 19, 2020
Slide 1: Pureprofile
Pureprofile “We provide consumer insights to market researchers and business decision makers” October 2020
Slide 2: Disclaimer
Disclaimer The information contained in this Presentation or subsequently provided to the recipient prospects of Pureprofile or any information have been fully or correctly stated in this whether orally or in writing by, or on behalf of Pureprofile Ltd. (Pureprofile) or any of its Presentation or ha
Slide 3: Our businesses
Our businesses Nearly 20 years experience in research, profiling and insights Data and Insights Technology Platform Self-Service Platform Media ____ ____ ____ ____ Understand more of your Market Research, Audience Connecting organisations Reach more of the people customers. Make better Creation and
Slide 4: Industry Dynamics
Industry Dynamics Information Industry $1.7tn Medical Information ● Goldman Sachs forecast data production to grow at 30% per annum to 2025, Pharma market $11.4bn Information with data analytics growing at 10-15% per annum over this period1 Companies: market Relx $4.8bn Companies: Informa Property ●
Slide 5: Business Model
Business Model Data is becoming increasingly valuable as privacy laws are making customer data acquisition harder ● Pureprofile utilises technology and access to consumer data to understand behaviour, preferences and views around products, services, industries, cultural, Decision Makers Need to unde
Slide 6: Company Timeline and the future
Company Timeline and the future Landmark alliancewith 2015 News Corp launches 2011 First operating profit recorded 2000 - Listed on the ASX - NZ alliance with USAoffice opens 2008 2005 Pureprofile founded Smartfuel announced. UK Office - Qwibble and Sparc Opens Media acquired Raiz - Cohort acquisition 2
Slide 7: Our clients
Our clients Our portfolio ~600 clients includes agencies, direct brands, panel partners and academia Agency Brands Panel Partners Academia ____ ____ ____ ____ Research agencies, public Direct brands in Consumer Other panel supplier Universities, Colleges, relations, communications Goods, Automotive,
Slide 8: Execution Team
Execution Team ASX Announcement Anna Meiler Martin Filz Melinda Sheppard Tim Potter ____ ____ ____ ____ MD - Sales (ANZ) & Chief Executive Officer Chief Financial Officer MD - UK and USA Marketing • Chief Executive Officer A new CEO to execute the strategy – industry background, sales focused with t
Slide 9: Corporate Strategy
Corporate Strategy Pureprofile will continue to build on its core data and analytics assets while leveraging them through commercial applications such the self-service platform 1 2 3 Leverage Pureprofile’s Focus on building a stronger proprietary data and more diverse global Begin distribution of ou
Slide 10: Panel and Data Expansion
1 Panel and Data Expansion The core source of data for Pureprofile and its customers “Through both partnerships and organic growth over 20 years, we have created a base of consumers and rich profile data” Acquisition Engagement Retention ____ ____ ____ Consumers are rewarded - Redemption program - A
Slide 11: Panel member experience
1 Panel member experience Mobile application look and feel Market Research Member Profile Insights & Education Rewards Centre Paid opportunities What we discover Fun, educational, Rewarding our members through research about our members insights, seasonal, participation driven sales published conten
Slide 12: Partner-driven acquisition
1 Partner-driven acquisition Data growth via partnerships Benefits to Partners Benefits to Pureprofile ✓ Engage their members ✓ Increase overall panel size ✓ Gain insights about Raiz has established a niche their consumers ✓ Difficult demographics as Australia’s market ✓ New ways for ✓ Reach highly
Slide 13: Self Service (SaaS) Insights platform
2 Self Service (SaaS) Insights platform Pureprofile’s Software as a Service (SaaS) platform provides customers with direct access to high quality data and real-time dashboards while also maintaining ownership of their data Pureprofile’s SaaS technology creates Pureprofile’s Campaign and Survey tools
Slide 14: Self Service: Applications & Components
2 Self Service: Applications & Components The Pureprofile platform has a plethora of capabilities that can power data and analytic applications Campaign Group Email Tag Template Dashboards Builder Builder Marketing Manager Manager Asset User Account Fraud Account Microsite Manager Management Support
Slide 15: Leveraging Pureprofile's proprietary data
3 Leveraging Pureprofile’s proprietary data Valued Added Services Consultancy Data scientists and consultants work with organisations to assist with building surveys and campaigns Data Dashboards The ability for customers to create their own polls on their website Templates Customers can use templat
Slide 16: Media: Leveraging the data assets
3 Media: Leveraging the data assets A case study of internal capability • Our data and analytics capability allows us to work with companies on their advertising campaigns • The edge is our access to accurate and timely data which to provide owners of advertising space with the highest return on tha
Slide 17: Media: Leveraging the data assets
3 Media: Leveraging the data assets A case study of internal capability 17 © Pureprofile
Slide 18: Customer Journey
Customer Journey 18 © Pureprofile
Slide 19: Financial Update
Financial Update 2020: Profit and Loss (unaudited) ● Revenue of $25 million ● Operating profit (EBITDA) was $1.6 million ● Gross margins for the fiscal year 2020 were ~60% ● Expenses were 25% lower than 2019 19 © Pureprofile
Slide 20: Summary
Summary ● Major restructure of the company completed ● Profitable business with revenue growth from data acquisition and insights ● The data analytics industry is growing rapidly, and barriers to entry are increasing ● Strategy around data is commercially focused and will be executed by an experienc
Slide 21: Restructure and Recapitalisation
Restructure and Recapitalisation ● Pureprofile has debt outstanding as of 30th September 2020 of $25.6 million ● This debt load is unsustainable and constrains Pureprofile’s ability to operate viably and leverage the optionality within the company ● To recapitalise the company, Pureprofile is undert
Slide 22: Restructure and Recapitalisation
Restructure and Recapitalisation Capital Table Pre and Post Transaction Pre-rights issue Shares owned Post-rights issue Total shares 117,526,066 - 1,057,734,594 Last sale price $0.024 - $0.024 Market capitalisation $2,820,626 - $25,385,630 Cash1 $1,768,401 - $5,268,401 Debt1 $24,392,384 - $3,000,000
Slide 23: Restructure and Recapitalisation
Restructure and Recapitalisation Pro forma capital structure $million Full Subscription Existing shares on issue 117.5 New Shares offered under the Rights Issue Offer 940.2 Amount raised under the Rights Issue Offer (before costs) $18.8 Pro forma Market Capitalisation (at last sale price of $0.024)
Slide 24: Restructure and Recapitalisation
Restructure and Recapitalisation Use of Funds1 Conversion of existing Lucerne debt to equity:2 $15.3 million Working capital: $1.7 million Technology commercialisation: $0.5 million Investment in sales teams and global panel partnerships: $0.9 million Costs of the offer: $0.4 million 1 Initial $3.5m
Slide 25: Thank you
Thank you Level 3, 223 Liverpool St Darlinghurst +61 2 9333 9700 Sydney NSW 2010 info@pureprofile.com BUSINESS.PUREPROFILE.COM
Slide 26: Appendix One
Appendix One Case Study: Self Service platform Adore Beauty is Australia’s longest-running online beauty store, and an official stockist of over 200 leading global beauty brands. The Challenge: When Kate Morris started selling beauty products from the garage of her Melbourne home in 1999, she had no
Slide 27: Appendix Two
Appendix Two Case Study: Customer Experience Management Pureprofile’s has been running the customer experience management program with the Volkswagen group for over 12 years. The Pureprofile “Automotive Customer Experience Management” platform is a direct-action process management system, designed t
Slide 28: Appendix Two
Appendix Two Case Study: Customer Experience Management In 2017 a negative review took over 40 days on average to respond to Using the Pureprofile CEM platform by November 2018 97% Within 24 hours The Hot Alert Response Time was: *As presented in 2019 Customer Experience conference with Audi Austral
Slide 29: Appendix Three
Appendix Three Case Study: Panellist Experience 29 © Pureprofile
Slide 30: Appendix Four
Appendix Four Case Study: Media Web Interface Layout Example 30 © Pureprofile