Adveritas Limited · ASX:AV1
Adveritas — Shareholder Meeting (November 2019)
20 slides from Adveritas's shareholder meeting presentation, Nov 13, 2019
Slide 1: AGM Presentation
For personal use only AGM Presentation Mathew Ratty Chief Executive Officer Adveritas Limited (ASX: AV1) November 2019
Slide 2: Disclaimer
Disclaimer For personal use only This presentation contains summary information about Adveritas Limited (Adveritas) and is current at 13 November 2019. The information in this presentation is of general background and does not purport to be complete. This presentation is not investment or financial
Slide 3: Contents
Contents For personal use only 4 Corporate Overview 5 The Global Problem 6 The TrafficGuard Solution 7 Ready to Scale 8 Validation – Key Customer Contracts 9 Validation – Growing Annualised Recurring Revenues 10 Growth Strategy #1 – Sector Education 12 Growth Strategy #2 – Growing A Quality Client B
Slide 4: Corporate Overview
Corporate Overview For personal use only Adveritas (ASX: AV1) provides anti-fraud solutions for the global digital marketing sector on a software-as-a-service (SaaS) revenue model. TrafficGuard is its flagship SaaS solution, protecting advertisers from fraudulent digital advertising engagements. Cli
Slide 5: The Global Problem
The Global Problem For personal use only Digital advertising fraud is forecast to be a US$100 billion problem by 2023, manifest in “human click fraud farms” and other sophisticated fraud ring techniques. Litigation Uber v Fetch highlights the problem. • In digital advertising, advertisers pay for ad
Slide 6: TrafficGuard's Cutting Edge Fraud Prevention
Solution: TrafficGuard’s Cutting Edge Fraud Prevention For personal use only The most basic anti-fraud solution is simply a “blacklist” which blocks particular affiliates (eg. websites, blogs etc) completely. However, this simple approach risks blocking both fraudulent and genuine downloads which is
Slide 7: Ready to scale: the foundations for growth are now in place
Ready to scale: the foundations for growth are now in place For personal use only FOUNDATIONS READY TO VALIDATION FOR GROWTH SCALE VALIDATION PHASE FOUNDATIONS FOR GROWTH Adveritas has set the foundations for growth ü Sign marquee clients ü Sector Education – white papers and case studies And is now
Slide 8: Validation: Key Contracts after extensive product review
Validation: Key Contracts after extensive product review For personal use only Tier 1, global clients (eg. Go-Jek, Rappi and MUV) signed 1-2 year contracts of A$150k-350k per annum, after global reviews of anti-fraud offerings. Indicative pricing for US global enterprise clients is expected to be hi
Slide 9: Validation: Growing Annualized Recurring Revenues
Validation: Growing Annualized Recurring Revenues For personal use only In less than 12 months, Adveritas has grown annualised recurring revenues to A$1.6m Revenues are generated from 1-2 year contracts with clients Annualised Recurring Revenue (A$) including Go-Jek, Rappi, MUV and many others. 1.7
Slide 10: Strategy #1 – Sector Education
Growth Strategy #1 – Sector Education We lead the education of the digital marketing sector on the global ad fraud problem. For personal use only We showcase our solutions through white papers, industry events and journal articles. Some examples are below. 7 May 2019 – Buyer’s Guide, “Ad fraud preve
Slide 11: Leading the digital marketing sector with ad fraud education and solutions
Leading the digital marketing sector with ad fraud education and solutions For personal use only 20 August 2019 – WARC Industry Journal Publication ‘”How Southeast Asia’s marketers can prevent ad fraud”. by Adveritas COO, Luke Taylor. • Southeast Asians are the world’s most engaged mobile users, wit
Slide 12: Strategy #2 – Growing a quality client base
Growth Strategy#2 – Growing a quality client base For personal use only After extensive due diligence, marquee clients Go-Jek and Rappi signed long-dated TrafficGuard contracts $9.5 BILLION VALUATION 1 Backed by Tier 1 global investors including Visa, Google, KKR, Temasek, Blackrock, Jardine Matheso
Slide 13: Strategy – Growing a quality client base
Growth Strategy – Growing a quality client base For personal use only “ Return on Ad Spend increased 25% with TrafficGuard… Having a fraud prevention solution is a must for any growth professional. Gabriel Sampaio TrafficGuard is a key partner Growth Lead - Digital Channel, Rappi to helping us achie
Slide 14: Strategy #3 - Campaign Management Platforms/Integrated partners
Growth Strategy #3 - Campaign Management Platforms/Integrated partners For personal use only Major brands and networks use Campaign Management Platforms (CMPs) to manage their digital advertising campaigns. TrafficGuard is now directly integrated with several CMPs and other platforms, so their clien
Slide 15: Scalable Growth with Strategy #3
Scalable Growth with Strategy #3 For personal use only TrafficGuard is now integrated and certified for use across a growing number of adtech platforms and publishers Build network Raise awareness of Prospect to partners Partner sales / Onboard and service integration integration customers Inside-sa
Slide 16: Strategy #4 - North American Expansion
Growth Strategy #4 - North American Expansion For personal use only North America is a target region for TrafficGuard’s international expansion, given it is the leader in global digital ad spend. Recently established sales force gives access to client 38% facing time: • New Sales force covers: New Y
Slide 17: Strategy #5 – Agency Channel Strategy
Growth Strategy #5 – Agency Channel Strategy For personal use only • Agencies will often only manage a portion of each of their brand clients’ ad spend. • TrafficGuard’s agency clients can therefore provide a source of new business for TrafficGuard. Onboarding one agency client, exposes the value of
Slide 18: Strategy #6 – Account Growth
Growth Strategy #6 – Account Growth For personal use only • The proactive nature of TrafficGuard helps Client is able Growth driving clients to safely access new traffic sources and to safely ad fraud prevention reach more users improve advertising performance. In many businesses, this leads to incr
Slide 19: Outlook
Outlook For personal use only Q2 Client trials and new client wins from North America expected Q2 New clients from Emerging markets expected Q2 Joint events with partners in Jakarta and Brazil with client facing time Q3 New clients from Europe expected Ongoing New functionality in reporting and data
Slide 20: Contacts
Contacts For personal use only BLETCHLEY Park Capital Mathew Ratty George Gabriel, CFA Chief Executive Officer Managing Director (08) 9473 2500 BLETCHLEY Park Capital Investor.enquiry@adveritas.com.au (03) 8686 9144 investors@bletchleyparkcapital.com.au | 20