Idw Media Holdings, Inc. · OTC:IDWM
Idw Media — Investor Presentation (August 2021)
27 slides from Idw Media's investor presentation, Aug 11, 2021
Slide 1: Investor Presentation August 2021
P| L\ INVESTOR PRESENTATION AUGUST) 2021
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation of IDW Media Holdings, Inc. (IDWMH) contains forward - looking statements. Statements that are not historical facts are forward - looking statements, and such forward - looking statements are statements made pursuant to the Safe Harbor Provisions of the Privat
Slide 3: Offering Summary
OFFERING SUMMARY Issurer IDW Media Holdings, Inc. (“IDW”) Common Stock Offered by IDW Class B Common Stock Issued & Outstanding Class B Common Stock Immediately After the Offering * 12,389,080 Target Offering Price and Size $3.60 per share; maximum offering size of $9,000,000 Overallotment 15% Use o
Slide 4: Disclaimer
DISCLAIMER A registration statement (including a preliminary prospectus) relating to the offering of securities by IDW Media Holdings, Inc . (“IDW”) to which this communication relates, has been filed with the U . S . Securities and Exchange Commission (“SEC”) but has not yet become effective . Thes
Slide 5: 5
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Slide 6: We create and develop stories that captivate audiences
We create and develop) stories that captivate) audiences, J and| build) thoseys Storiesjinto high-value franchises. ee ‘iy aé
Slide 7: IDW at a Glance
IDW AT A GLANCE 50+ 80 450 40 & Streaming Current Current Authors Eisner Awards 125 shows life to licensors employees and life to date. Comics and date, with goal illustrators respectively | to grow 4+ life to date. graphic novels per year. annually, targeting all media rights.
Slide 8: Recognized Leader
RECOGNIZED LEADER 8 All awards are life to date.
Slide 9: Select Board & Executive Leadership
SELECT BOARD & EXECUTIVE LEADERSHIP A team with the experience, drive and passion to expand IDW’s market impact 9
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Slide 11: Leading Independent Publisher of Comics and Graphic Novels
LEADING INDEPENDENT PUBLISHER OF COMICS AND GRAPHIC NOVELS *In the US. Source: Diamond Comic Distributors: 2020 year - end market share report ; Direct Market defined as r etailers bypassing existing distributors to make "direct" purchases from publishers, of which the defining characteristic of the
Slide 12: Home to Renowned and Up & Coming Creators
HOME TO RENOWNED AND UP & COMING CREATORS George Takei Kevin Eastman McElroy Brothers Congressman John Lewis Kim Dwinell AJ Mendez Marieke Nijkamp Steve Niles Mairghread Scott Stephen King Joe Hill Alan Moore Stan Sakai John Layman Nick Bradshaw Gale Galligan Katie Cook Sam Maggs Dan Schoening Alan
Slide 13: Market Opportunity
MARKET OPPORTUNITY 1 Source: Comichron 2020 Year Sales Report Addressing the Insatiable Appetite for Content Beyond Superheroes to a Wider Consumer Base ● Diversifying genres, story types, voices and formats ● Developing exciting new graphic novel offerings for young readers to meet exceptional dema
Slide 14: Licensed Publishing
LICENSED PUBLISHING Licensed content generates stable cash flows for investment in original content development 14
Slide 15: Original Content / IP
ORIGINAL CONTENT / IP ADULT: Drama, Horror, Sci - fi KIDS: Young Adult, Middle Grade IDW titles similar to: Locke & Key by Joe Hill & Gabriel Rodriguez Wynonna Earp by Beau Smith 30 Days of Night by Steve Niles IDW titles similar to: Johnny Boo by James Kolchalka Surfside Girls by Kim Dwinell Monste
Slide 16: Entertainment
ENTERTAINMENT
Slide 17: Building Fandom Across Entertainment Platforms
LOCKE & KEY Develop, produce, and distribute WYNONNA EARP V WARS OCTOBER FACTION DIRK GENTLY BUILDING FANDOM ACROSS ENTERTAINMENT PLATFORMS 17
Slide 18: The Content Arms Race
THE CONTENT ARMS RACE Driving Massive Investment in IP & Video Content *Variety Intelligence Platform CONTENT SPEND BY SERVICE * 2019 in billions. 18 Streaming services on this list are potential customers. Netflix has streamed 4 of IDW Entertainment’s shows.
Slide 19: Commissioned Development
COMMISSIONED DEVELOPMENT AUGUST MOON D4VE INCREDIBLE CHANGE BOTS INFINITE KUNG FU JACK AVARICE IS: THE COURIER JOHNNY BOO LODGER LORE MADDY KETTLE PINOCCHIO: VAMPIRE SLAYER PIRATE PENGUIN VS NINJA CHICKEN RADICAL SHIFT OF GRAVITY SPACEBAT & THE FUGITIVES UPSIDE DOWN THE VANISHERS 19
Slide 20: De-Risked Business Models for Predictable Cash Flows
ON BUDGET PRODUCER FEES Fees paid on project production budget Often includes a share of back - end profits and limited merchandising rights COST PLUS Primarily offered by global OTT & streamers Covers production budget plus a percentage Producer may retain some ancillary and merchandising rights ST
Slide 21: NY,
NY,
Slide 22: Creator-Focused Funnel
CREATOR - FOCUSED FUNNEL ● Developing the “machine” for franchise discovery and creation. ● Focus on original pitches from current and aspiring comic creators. ● Criteria - based approach allows flexibility to sign best creators, in premium genres; at win - win rates. A disciplined process for ident
Slide 23: Building a Successful Cross-Platform Franchise: A Case Study
2008 - 2013 IDW publishes original 37 Locke & Key comics in six story arcs 2008 - 2017 IDW publishes Standard & Master collections 2020 Netflix Premiere IDW Publishing teams with DC Comics for crossover event with Neil Gaiman’s The Sandman Universe Netflix orders Seasons 2 and 3 2021 2022 Netflix sc
Slide 24: Powerful Network Effects
POWERFUL NETWORK EFFECTS ● Creation and development of unique IP: ○ Invest $2 – 3M initially, then $1 – 2M+ each year thereafter. ○ Generate 20 – 40 new IP each year. ● “All rights” agreements through win - win approach with creators. ● 18 – 24 months post investment, develop IP transpose published
Slide 25: Enhancing Financial Position: Financial Results & Projections
ENHANCING FINANCIAL POSITION: FINANCIAL RESULTS & PROJECTIONS Business Overview Asset - Light Balance Sheet Investment Highlights ● Investing in original IP from high - profile creators and emerging talent ● Expanding catalog of diverse licensed content ● Feeding content into a powerful entertainmen
Slide 26: Use of Proceeds
USE OF PROCEEDS In August 2021, IDW uplisted to the the NYSE American and raised $9.6M, net, to accelerate our growth trajectory across our Publishing and Entertainment segments. We now offer investors a unique opportunity to enter at a discounted valuation with significant upside potential as we de
Slide 27: investor.relations@idwmh.com
27 investor.relations@idwmh.com
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