Bailador Technology Investments Ltd · ASX:BTI
Bailador Technology Investments — Shareholder Meeting (October 2016)
22 slides from Bailador Technology Investments's shareholder meeting presentation, Oct 13, 2016
Slide 1: Bailador Technology Investments Limited (ASX:BTI)
Bailador Technology Investments Limited (ASX:BTI) Bailador Technology Investments Limited (ASX:BTI)
Slide 2: Financial Performance
Financial Performance For the year ended 30 June 2016 Year Ended Period 30 June Ended 30 2015* June 2016 $000 $000 Revenue 8,420 18,152 Interest income 323 310 Represents increase in value of investments Total revenue 8,743 18,462 Management fee 752 1,585 Accrued performance fee 734 2,978 Subject to
Slide 3: Statement of Financial Position
Statement of Financial Position 30 June 30 June Movement 2015 2016 $000 $000 $000 Cash 13,759 27,784 14,025 Cash increased following exercise of Receivables 46 98 52 options in March 2016, less subsequent investments Deferred tax asset 605 1,283 678 Financial assets 54,722 92,442 37,720 Increase in
Slide 4: Change in Value of Investments
Change in Value of Investments $m 30 June 2015 Additional Valuation 30 June 2016 Net Movement Investment/(Di Movement vestment) SiteMinder 25.0 (5.0) 11.3 31.3 6.3 Viocorp International 18.5 6.0 4.0 28.5 10.0 iPRO 5.7 2.0 0.7 8.5 2.7 Stackla - 6.4 1.0 7.4 7.4 Standard Media Index 5.5 - - 5.5 - Strak
Slide 5: A portfolio with a demonstrated global market
A portfolio with a demonstrated global market BTI’s portfolio is headquartered in 3 countries, with offices in 12 countries, across 21 cities, employing a total of 815 people* Rezdy Stackla SiteMinder Straker Viocorp SMI iPRO Click Loans UK: 144 employees DocsCorp EMEA: 25 employees N. America : 131
Slide 6: Why Information Technology Companies are able to grow globally
Why Information Technology Companies are able to grow globally 1. New ways of doing business/not 2. Low Capital competing Intensity head to head GOING GLOBAL 3. Products and 4. Businesses services inherently fundamentally networked and global agile 6
Slide 7: Outlook
Outlook Internet, mobile and related information technology continues to transform virtually all industries The Bailador portfolio companies continue to grow rapidly into large addressable markets Bailador continues to see a strong flow of potential investments; quality of opportunities is better th
Slide 8: Bailador Technology Investments Limited (ASX:BTI)
Bailador Technology Investments Limited (ASX:BTI) Bailador Technology Investments Limited (ASX:BTI)
Slide 9: Bailador Technology Investments Limited (ASX:BTI)
Bailador Technology Investments Limited (ASX:BTI)
Slide 10: The BTI Portfolio: combined revenue over $100m
The BTI Portfolio: Combined revenue of the BTI portfolio companies is over $100m Social marketing platform Hybrid machine & crowd- Channel management and sourcing & integrating User sourced human translation distribution solutions for online Generated Content (UGC) platform in more than 80 hotel & a
Slide 11: The BTI Portfolio: SiteMinder
The BTI Portfolio: SiteMinder is the world leader in hotel channel management and distribution solutions for online accommodation bookings BTI Cost • $13.8m What excites us It is the world leader in its space for technology, Current market position, and scale • $31.3m Value The travel industry i
Slide 12: The BTI Portfolio: Viocorp
The BTI Portfolio: Viocorp is a leading cloud based video management, storage and distribution platform for government and corporate enterprises BTI Cost • $22.8m What excites us Viocorp has proven its technology is as good as Current any in the world • $28.9m Video is becoming the communication
Slide 13: The BTI Portfolio: iPRO
The BTI Portfolio: iPRO is a specialised provider of cloud based vendor compliance management software that helps enterprises efficiently manage their vendor risk BTI Cost • $7.7m What excites us Takes advantage of major industry trends: Current 1. outsourcing, • $8.7m 2. increased risk management
Slide 14: The BTI Portfolio: Stackla
The BTI Portfolio: Stackla is a leading proprietary social marketing platform that integrates user- generated content throughout a brand’s digital marketing channels BTI Cost • $6.4m What excites us Proprietary, scalable, and flexible API-driven Current platform with an exceptional UI/UX • $7.4m V
Slide 15: The BTI Portfolio: SMI
The BTI Portfolio: SMI is a data analytics platform that aggregates unique advertising spend data in 37 countries BTI Cost • $5.5m What excites us SMI has exclusive access to very valuable data, Current and has developed a sophisticated platform to • $5.5m extract and generate valuable commercial
Slide 16: The BTI Portfolio: DocsCorp
The BTI Portfolio: DocsCorp is a leading provider of desktop and cloud based productivity software to specialist segments of the USD$24bn enterprise content management market BTI Cost • $5.0m What excites us Clear product leadership in each of its product Current categories • $5.0m Value Establi
Slide 17: The BTI Portfolio: Straker
The BTI Portfolio: Straker is a leading provider of cloud-enabled translation services in more than 80 languages, leveraging its proprietary platform to scale globally BTI Cost • $3.7m What excites us A leading hybrid platform that combines machine Current learning, big data technology and thousan
Slide 18: The BTI Portfolio: Click Loans
The BTI Portfolio: Click Loans Group is an end-to-end online home loan platform (Lendi) and mortgage product (Click Loans) BTI Cost • $4.0m What excites us Australia’s first 100% online home loan platform Current • $4.0m Addressing a multi-billion dollar industry in Value Australia alone Marke
Slide 19: The BTI Portfolio: Rezdy
The BTI Portfolio: Rezdy is an online SaaS package for Tours and Activity operators and a B2B marketplace that aggregates tours and activities for agents BTI Cost • $2.5m What excites us Well positioned in the lucrative and growing $30bn Current • $2.7m tourism market Value Fragmented market wit
Slide 20: Providing access to a portfolio of quality, high growth technology companies
Providing access to a portfolio of quality, high growth companies in the technology sector Bailador Technology Investments Limited (ASX:BTI) Bailador Technology Investments Limited (ASX:BTI)
Slide 21: Further Information
FURTHER INFORMATION Website: www.bailador.com.au Investor Enquiries: investorservices@bailador.com.au Telephone: +61 2 9223 2344 Bailador Technology Investments Limited (ASX:BTI) Bailador Technology Investments Limited (ASX:BTI)
Slide 22: and cost of labour, material and equipment) that may cause Bailador’s actual results, performance
Bailador Technology Investment Ltd (Bailador) does not accept liability to any person, organisation or company for any loss or damage suffered as a result of reliance on this document. All statements other than statements of historical fact are, or may be deemed to be, forward-looking statements, an
Bailador Technology Investments — Shareholder Meeting (October 2016) on 6ix