Slide 1: Tinybeans Group Limited Investor Presentation
For personal use only Tinybeans Group Limited (ASX:TNY) Investor Presentation May 7, 2020 TNY Investor Highlights - May 2020
Slide 2: Fueling the parenting universe
The best memories are created when families connect. For personal use only Fueling the parenting universe Redefining social media for with daily inspiration for family parents. Safely connecting fun. Because every day is an families with products, services, opportunity to create memories. and conten
Slide 3: Vision
Vision For personal use only TNY Investor Highlights - May 2020 3
Slide 4: Our journey so far (and we're just getting started)
Our journey so far (and we’re just getting started) For personal use only 2020 Tinybeans acquires Red Tricycle LEGO renews partnership with Tinybeans 2019 Tinybeans announces partnership with LEGO Tinybeans chosen to be featured as Apple’s App of the Day in the U.S. Tinybeans raises A$5m 2018 Tinybe
Slide 5: Q3-FY20 Highlights
Q3-FY20 Highlights For personal use only • Successfully raised $12M at $2 per share and completed acquisition of Red Tricycle Inc. The integration of Red Tricycle progressing well – significantly enhances TNY’s value proposition to a broader set of brand partners. Synergy opportunities affirmed. • R
Slide 6: Revenues
For personal use only Revenues $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $- Q1-FY19 Q2-FY19 Q3-FY19 Q4-FY19 Q1-FY20 Q2-FY20 Q3-FY20 30% 12-month growth TNY Investor Highlights - May 2020 6
Slide 7: Performance Dashboard
Performance Dashboard For personal use only Registered Members Premium Subscriptions Premium - 12 month retention 4,500,000 20,000 100% 4,000,000 18,000 16,000 3,500,000 14,000 3,000,000 12,000 80% 2,500,000 10,000 2,000,000 8,000 1,500,000 6,000 60% 1,000,000 4,000 Q1 Q2 Q3 Q4 FY18 FY19 FY20 TNY In
Slide 8: Key Metrics
Key Metrics For personal use only Monthly Active Users Net Promoter Score Average Deal Sizes (USD) 6.0 76 74 $40,000 5.0 72 4.0 70 $30,000 Millions 68 3.0 66 $20,000 2.0 64 62 $10,000 1.0 60 0.0 58 $- FY18 FY19 FY20 FY18 FY19 FY20 FY18 FY19 FY20* * FY20 not yet complete 8 TNY Investor Highlights - M
Slide 9: Red Tricycle enhances our appeal to families and enriches the offer to advertisers
Red Tricycle enhances our appeal to families and enriches the offer to advertisers For personal use only +22% Attracting more users +24% User growth Unique visitors Fulfilling new needs for +26% connection + content +40% Monthly active users Page views +50% Increasing engagement +55% Photo/video Dai
Slide 10: Past Market Validation
Past Market Validation For personal use only TNY Investor Highlights - May 2020 10
Slide 11: Case study: Lego DUPLO
Case study Lego DUPLO Objectives Results For personal use only • Align with play pattern milestones to engage millennial families • All elements outperformed industry benchmarks with children 18 months-4 years old • 60% who saw the campaign engaged with custom content • Elevate DUPLO brand presence
Slide 12: Case study: Walt Disney Studios: The Lion King
Case study Walt Disney Studios: The Lion King Objectives Results For personal use only • Support the DVD/home release of Disney’s The Lion King with • 67k views on the custom “Hear Me Roar” social video high-impact video, banner and content placements • Overdelivered newsletter sends by 3x to ensure
Slide 13: Current partners include
Current partners include For personal use only 13
Slide 14: 2020 Key Execution Priorities
2020 Key Execution Priorities For personal use only Completed acquisition of Red Tricycle Integrated sales teams to drive both national and local sales Enable scaling to support recent growth in engagement Integrating all teams to be a unified company driving all key metrics Transitioning Product &
Slide 15: Why Tinybeans?
Why Tinybeans? For personal use only • A trusted and 100% family-centered platform • Fixed costs and over 90% Gross Margin • $5.8M cash in bank (as at Mar 31) • Serving a huge market of 100M parents/grandparents in the U.S. and over 135M babies born worldwide annually • Now in accelerated commercial
Slide 16: Thank you for your time!
For personal use only Thank you for your time! Eddie Geller Chief Executive Officer eddie@tinybeans.com
Slide 17: Corporate Overview
Corporate Overview For personal use only Trading Information Top 10 shareholders % of issued capital 1 Eddie Geller 12.56% 2 Stephen O'Young 12.11% ASX stock code TNY 3 John McBain 8.88% 4 Thorney Investments 7.79% Share price (May 5, 2020) $1.00 5 John Rubino 6.23% 6 Sarah-Jane Kurtini 5.39% Shares
Slide 18: Disclaimer
Disclaimer This presentation (“this Presentation”) has been prepared by Tinybeans Group Limited [ABN 46 168 481 614] (“Tinybeans” or the “Company”) and is dated May 6 2020. For personal use only Summary information This Presentation contains summary information about the current activities of Tinybe