Bailador Technology Investments Ltd · ASX:BTI
Bailador Technology Investments — Investor Presentation (April 2017)
16 slides from Bailador Technology Investments's investor presentation, Apr 4, 2017
Slide 1: Results: Australian Technology Companies Addressing Massive Global Markets
For personal use only RESULTS Australian Technology Companies Addressing For the periodMassive ending 30Global Markets June 2016 April 2017 Bailador Technology Investments Limited (ASX:BTI) Bailador Technology Investments Limited (ASX:BTI) Approved for release 19 August 2016
Slide 2: Unique exposure to a portfolio of information technology companies
For personal use only Bailador provides unique exposure to a portfolio of information technology companies with global addressable markets. We invest in private companies at the expansion-stage utilising extensive downside protection. 2
Slide 3: BTI has investments in 10 portfolio companies
BTI has investments in 10 portfolio companies The combined revenue of the BTI portfolio companies is over $125m with a 37% growth rate For personal use only Portfolio revenue growth in CY16 was 37% Investors get access to this portfolio through an ASX traded share (BTI:ASX) 3
Slide 4: Global exposure with majority international revenue
Global exposure with majority international revenue BTI’s portfolio has offices in 10 countries, across 21 cities, employing 1,100 people For personal use only Rezdy Stackla SiteMinder Straker Viocorp SMI UK: 259 employees iPRO Instaclustr DocsCorp EMEA: 18 employees Lendi N. America : 145 employees
Slide 5: What does 'Expansion Stage' mean?
What does ‘Expansion Stage’ mean? For personal use only Technology is de-risked compared to early- stage companies Proven revenue generation capability (typically with $5-20m of revenue in the twelve months prior to BTI’s initial investment Proven management capability – 2 to 6 years of operation an
Slide 6: BTI's investment criteria
BTI’s investment criteria Bailador’s access to high quality deal flow enables it to focus on investments that meet For personal use only key investment criteria Highly profitable Proven unit economics Technology ✓ Huge Global × No start-ups Addressable Markets Globally Proven × No biotechnology comp
Slide 7: Global Focus is important
Global Focus is important Bailador’s investee companies have usually already established an international For personal use only presence with proven unit economics before we invest to accelerate growth Massive addressable markets ❖ Means that the company itself can grow to a huge Provenscale Technol
Slide 8: Certain business models are born global
Certain business models are born global Software as a Services (SaaS) and Curated Market Place business models are perfectly For personal use only suited to addressing global market opportunities Software as a Service (SaaS) ❖ Build the software platform once ❖ Sell it thousands of times Proven ❖ Re
Slide 9: SaaS model example: SiteMinder
SaaS model example: For personal use only SiteMinder is the world leader in hotel channel management and distribution solutions for online accommodation bookings Original • $5.0m What excites us Cost The world leader in its space for technology, market Current • $40.5m position, and scale – triple
Slide 10: Curated Market Place example: Straker
Curated Market Place example: For personal use only Straker is a leading provider of cloud-enabled translation services in more than 80 languages, leveraging its proprietary platform to scale globally BTI Cost • $7.5m What excites us A leading hybrid platform that combines machine Current • $8.7m
Slide 11: BTI's core investment approach
BTI’s core investment approach For personal use only Leverage specialist Invest in companies with technology expertise; a proven business model, engage with companies global addressable and management through market, and $5-20m of extensive due diligence revenue Put in place capital Go on the board;
Slide 12: Capital Structure Protections & Upside
Capital Structure Protections & Upside Principal invested is protected so long as the whole business is sold for > BTI cost, with For personal use only conversion rights enabling full upside participation ‘Downside’ Example ‘Upside’ Example $50m Bailador Investment (Convertible Preference Shares) $2
Slide 13: A team of specialist technology investors
A team of specialist technology investors For personal use only David Kirk Paul Wilson Andrea Kowalski James Johnstone Michael Hayes Georgina Brown Co-Founder & Co-Founder & Investment Investment Investment Investment Managing Partner Managing Partner Director Director Manager Manager • Former CEO o
Slide 14: A unique investment opportunity
A unique investment opportunity BTI is the only information technology focused principal investment company listed on For personal use only the ASX Access to the high growth • Technology is reshaping almost every industry technology sector • Creating high growth companies with global growth potentia
Slide 15: Further Information
For personal use only RESULTS For the period ending 30 June 2016 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) Approv
Slide 16: Disclaimer
Disclaimer This presentation is confidential and may not be reproduced in whole or in part, or distributed except by Bailador Technology Investment Ltd (“Bailador”) For personal use only or by authorized representatives of Bailador (“Affiliates”). This presentation does not contain a complete descri
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