Tinybeans Group Ltd · ASX:TNY
Tinybeans — Investor Day (March 2022)
34 slides from Tinybeans's investor day presentation, Mar 25, 2022
Slide 1: Tinybeans Investor Day: A Glimpse into our Future
For personal use only Tinybeans Investor Day A Glimpse into our Future (ASX: TNY; OTCQB: TNYYF) March 24/25 2022 Unless otherwise noted, amounts are in USD 1
Slide 2: Investor Day: Company Strategy
For personal use only INVESTOR DAY Company Strategy Eddie Geller Co-Founder and Chief Executive Officer 2
Slide 3: Large Addressable Market: Massive Opportunity
For personal use only LARGE ADDRESSABLE MARKET Massive Opportunity $934B Annually 4M X $233,610 = $15.8T Births per year Cost of raising a child to 17* Cumulative TAM for parenting till 17 3 https://www.usda.gov/media/blog/2017/01/13/cost-raising-child
Slide 4: Customer Lifecycle: A Massive Market with Massive Needs
CUSTOMER LIFECYCLE A Massive Market with Massive Needs For personal use only We’re Grandparents! Expecting Mom It’s wonderful seeing our I visit Tinybeans and see “must grandkids growing up. I feel so have” resources, ideas & products First Year connected! I love giving photo for new parents. “Wow!
Slide 5: Blank for the Video
For personal use only BLANK FOR THE VIDEO 5
Slide 6: The trusted resource where millions of parents go
For personal use only The trusted resource where millions of parents go to raise amazing kids 6
Slide 7: Enriching Family Life: What Our Customers are Saying
ENRICHING FAMILY LIFE From Our Customers are Saying For personal use only My favorite app! I look forward to these emails because the content Pandemic Life Saver I love watching the videos and pics of my niece’s little gives me ideas I can do with my kids, whether it is a I live far away from 2 gran
Slide 8: Our Growth Flywheel: Advocacy
GROWTH STRATEGY Our Growth Flywheel: ADVOCACY Recommendation Engine Ratings For personal use only Reviews Customer Stories Generate PURCHASE AWARENESS Recommendations engine enables Advocates Curated Products Search Optimization to rate, review, refer and share their Tickets & Experiences Social + I
Slide 9: Scalable Multiple Revenue Streams
GROWTH & STRATEGY For personal use only Scalable Multiple Revenue Streams 50% ADVERTISING REVENUES Industry leading 1st party data, 100% brand safe quality content, local and national 50% CONSUMER REVENUES 85% One subscription with memories, personalized 15% content & community + Future E-Commerce o
Slide 10: Investor Day: The Parenting Market
For personal use only INVESTOR DAY The Parenting Market Grady Edelstein Eddie Yoon Head of Brand + Strategy Guru Partnership Marketing 10
Slide 11: Multi-Trillion Dollar Parenting Adjacent Categories
GOOD, BETTER, BEST, SUPER Multi-Trillion Dollar Parenting Adjacent Categories For personal use only ● Super consumers are the smartest, most passionate & profitable consumers ● HH with babies have the highest LTV upside ● Supers in 1 category are also supers in 9+ others ● Their buying motivations &
Slide 12: High Growth/High Spending For the Parent Categories
STRATEGY High Growth/High Spending “For the Parent” Categories Tinybeans Audience vs. U.S. National Average For personal use only 8x pregnant HH 5x nursing HH More high LTV HH Life 5x trying to get pregnant HH Stages More smart home/tech ~3x own Robot vacuum cleaner Tinybeans 10x Peloton More fitnes
Slide 13: Lifetime Value (LTV) Today and Towards 2025
LIFETIME VALUE (LTV) Today and Towards 2025 For personal use only $1000+ +355% $178 (2022) $1000 (2025+) Advertising $10 Revenue Streams Subscriptions $168 Advertising Subscriptions + Ecommerce 3.6x LTV/CAC Other Services $178 Strategy 80% Target 28M Proactive Parents Retention Broaden the value pro
Slide 14: Tinybeans Parents are 50% More Likely to Have the Mindful Mindset
LOOKING TO PLUS UP PARENTING Tinybeans Parents are 50% More Likely to For personal use only Have the Mindful Mindset Want to raise amazing kids Look for fun things to do Strive to be the best parent together they can 98% My #1 goal is to raise amazing kids 95% Would rather have more time for 58% Par
Slide 15: The Mindful Mindset
THE MINDFUL MINDSET Always Looking to Do Better for Themselves and Their Family For personal use only “I need to take care of myself “I have higher standards for my 69% so i can better care for others (vs. 58% national) 54% children and for myself as a parent (vs. 47% national) “I am a better parent
Slide 16: Investor Day: Product Strategy
For personal use only INVESTOR DAY Product Strategy Marissa Frydman Sarah Argus Head of Product Management Director of Brand and User Experience 16
Slide 17: What is Our Customer Looking For?
PRODUCT For personal use only What is Our Customer Looking For? When I have my baby I want to…. Privately share photos and videos with close friends & family Keep my family connected without compromising privacy As we grow through toddlerhood and beyond I want to… Have a single trusted source for ge
Slide 18: What are We Doing to Solve Her Problems and Concerns?
PRODUCT What are We Doing to Solve Her For personal use only Problems and Concerns? Providing Her Wisdom Celebrating Her Amazing Kids Pampering Her with Personalization In September of 2021 we merged Red Tricycle Continued to grow our Memories photo-sharing Personalized content straight into their a
Slide 19: Where Do We Go from Here? Content
For personal use only PRODUCT Where Do We Go from Here? Content Last year we launched our new website combining content from both brands, Red Tricycle and Tinybeans. With this new platform, we have plans to build upon the following: ● Content by parenting experts ● Age and location-based content ● F
Slide 20: Where Do We Go from Here? Community
For personal use only PRODUCT Where Do We Go from Here? Community Last year we learned a lot about what parents love and hate about their current community solutions. We tested aspects of a Tinybeans community and in this upcoming year, we’ll be looking to build on these initial experiments to defin
Slide 21: Where Do We Go from Here? Beanstalk Subscriptions
For personal use only PRODUCT Where Do We Go from Here? “Beanstalk” Subscriptions In the last year we implemented a new user-centric subscription model. In the next year we have plans to implement or test the following: ● Family subscription plans ● Referral program ● Exclusive shop ● Enhanced “Memo
Slide 22: The Go To Resource for All Things Parenting
PRODUCT The 'Go To’ Resource for All Things Parenting For personal use only CELEBRATION OF FAMILY PARENTING WISDOM PAMPERING THE PARENT Memories Community Interest Based Content Age Based Content Local Content Self-Care Content I can’t wait to share awesome I can’t be the first one to be What am I m
Slide 23: Investor Day: Advertising
For personal use only INVESTOR DAY Advertising Nina Lawrence Chief Content & Revenue Officer 23
Slide 24: Together, let's help families raise amazing kids
For personal use only Together, let’s help families raise amazing kids 24
Slide 25: The Tinybeans Promise to Consumers
For personal use only THE TINYBEANS PROMISE TO CONSUMERS We protect your data. We are for YOUR family. We are optimistic, inspiring, real.
Slide 26: The Tinybeans Promise to Consumers and Marketers
For personal use only THE TINYBEANS PROMISE TO CONSUMERS We protect your data. We are for YOUR family. We are optimistic, inspiring, real. THE TINYBEANS PROMISE TO MARKETERS We keep your brand safe. We offer 100% premium data. We are trusted storytellers.
Slide 27: Uniquely Powered: The Only Safe, Personalized Platform
UNIQUELY POWERED The Only Safe, Personalized Platform For personal use only HIGH TRUST/SAFETY FAMILY LOW PERSONALIZATION HIGH PERSONALIZATION THIRD PARTY DATA FIRST PARTY DATA Parenting Groups 27 LOW TRUST/SAFETY
Slide 28: Today: Driving Deal Size with Big Partners
TODAY Driving Deal Size with Big Partners For personal use only 28
Slide 29: Marriott Hub + Quiz Example
For personal use only BLANK FOR THE VIDEO 29 Marriott Hub + Quiz Example
Slide 30: Where We are Going
HIGH LEVEL, CLIENT SIDE, INSIGHTS ENHANCED, CROSS PLATFORM, ALWAYS ON, RENEWABLE Where We are Going For personal use only Exclusive Pet Family Sponsor Core Parenting Partner ● $1MM contract ● $475K to date ● Anchored by Add-a-Pet ● Supporting Outlook, Edge Browser, ● + branded content including vide
Slide 31: Tinybeans. Synonymous with Parenting.
GROWTH AND STRATEGY For personal use only Tinybeans. Synonymous with Parenting. Single Brand Addressable Market Audience Multiple Revenue Streams Now a single brand and The parenting market is huge and with Value proposition for the platform Growing advertising revenues while destination to help par
Slide 32: Thank You! Any Questions?
For personal use only INVESTOR DAY Thank You! Any Questions? 32
Slide 33: For More Information
For More Information For personal use only Hugh Morgan—Director, Market Eye P: +61 407 453 109 E: hugh.morgan@marketeye.com.au Tinybeans Group Limited (ASX:TNY, OTCQB:TNYYF) is the only high trust app and web platform offering a personalized experience for new and growing families that helps them ac
Slide 34: Disclaimer
Disclaimer For personal use only This presentation is provided for information purposes only. The information in this presentation is in a summary form, does not purport to be complete and is not intended to be relied upon as advice to investors or other persons. The information contained in this pr