Eleven Capital AD · BSESOF:11C
Eleven Capital AD — Eleven Capital — Investor Presentation (November 2022)
14 slides from Eleven Capital AD's investor presentation, Nov 23, 2022
Slide 1: Investor Webinar 23 November 2022
Investor Webinar 23 November 2022
Slide 2: Agenda
Agenda Part I - Portfolio Review Part II - Company in the Spotlight ๏ AYO ๏ Sensika ๏ Kanbanize Part III - Q&A 2
Slide 3: Portfolio Review
Portfolio Review eleven capital
Slide 4: Portfolio Highlights
Portfolio Highlights 30 € 5.2M € 0.7M €175K Portfolio companies Total invested at Follow-on Average investment to date cost Investments since size IPO € 14M €24.2M 13.7% 8.5 FMV Market Cap Average ownership Average age of portfolio in years Source: Company data, Portfolio Companies data; Amounts inc
Slide 5: The Macro Economic Winter
The Macro Economic Winter ๏ Layoffs, spending cuts, expansion freeze - economic winter ๏ M&A freeze ๏ Challenging fundraising environment ๏ Blessing in disguise for our portfolio 5
Slide 6: Share Price Evolution
Share Price Evolution One year weighted-average price in BGN (22.11.2021-21.11.2022) Source: BSE 6
Slide 7: Market Cap Evolution
Market Cap Evolution Fair Market Value Market Cap 25 25 24 20 20 EUR Million EUR Million 15 14 15 12,9 10 10 8 6,7 5,2 5 5 0 0 Total Core IPO Price Q3 2022 Source: BSE, Company data 7
Slide 8: What's in a share of Eleven Capital
What’s in a share of Eleven Capital Other Co’s Cash 90% Major Value Drivers 8% Other Co’s 2% Cash Source: Company data, Portfolio Companies data 8
Slide 9: Portfolio review - Major Value Drivers as of 30.09.2022
Portfolio review - Major Value Drivers as of 30.09.2022 Other So 9
Slide 10: Proceeds received in 2023
Proceeds received in 2023 Ea —_ EUR 41K CY Ennancu 2% - >» & kanbanize EUR 126K j EUR 224K eleven 10 capital
Slide 11: AYO
AYO CMO - Alexander Dimitrov eleven capital
Slide 12: Sensika
Sensika CEO Growth - Konstantin Christoff eleven capital
Slide 13: Kanbanize
Kanbanize CEO - Dimitar Karaivanov eleven capital
Slide 14: And now it's time for your questions!
And now it’s time for your questions! For further information Daniel Tomov eC leve Nn m: +359 889 835 663 e: info@elevencapital.bg captta |
Eleven Capital — Investor Presentation (November 2022) on 6ix