Eleven Capital AD · BSESOF:11C
Eleven Capital AD — Eleven Capital — Investor Webinar (February 2024)
15 slides from Eleven Capital AD's conference presentation, Feb 15, 2024
Slide 1: Investor Webinar 15 February 2024
Investor Webinar 15 February 2024
Slide 2: Agenda
Agenda Part I: Portfolio Review Part II: Company in the Spotlight - Outlook 2024 ๏ Sensika ๏ Businessmap ๏ Dronamics Part III: Eleven Capital - Future Plans Part IV: Q&A 2
Slide 3: Portfolio Review
Portfolio Review eleven capital
Slide 4: Portfolio Highlights at Dec 2023
Portfolio Highlights at 31 Dec 2023 30 € 5.6M € 0.7M € 170K Portfolio companies Investment Follow-on Average investment to date (at cost) Investments since size IPO € 19.8M € 22.4M 13.2% 9.5 Average age of Fair Market Value Market Cap Average ownership portfolio in years (FMV) Source: Company data,
Slide 5: Portfolio review - Major Value Drivers as of 31.12.2023
Portfolio review - Major Value Drivers as of 31.12.2023 Number of companies - 30 Split by sector Major 10 Other Co's Future of Work 20 Other Fair value of portfolio Other Co's 6% Healthtech So Major Value Drivers 94% Source: Company data, Portfolio Companies data 5 ft
Slide 6: Fair Market Value Evolution
Fair Market Value Evolution Fair Market Value 20 20 16 16 14 13 13 12 EUR Million 12 8 6 4 4 0 Q4 '20 Q4 '21 Q4 '22 Q4 '23 All Companies Major Value Drivers Source: Company data 6
Slide 7: Market Cap Evolution
Market Cap Evolution Market Cap 32 29 26 24 22 EUR Million 19 13 8 8 6 0 IPO Q4 '20 Q4 '21 Q4 '22 Q4 '23 Source: BSE 7
Slide 8: What's in a share of Eleven Capital
What’s in a share of Eleven Capital Cash Other Co’s 94% Major Value Drivers 4% Other Co’s 2% Cash Source: Company data, Portfolio Companies data 8
Slide 9: Sensika - CEO Konstantin Christoff
Sensika CEO - Konstantin Christoff 9
Slide 10: Businessmap - CEO Dimiter Karaivanov
Businessmap CEO - Dimiter Karaivanov 10
Slide 11: Dronamics - CEO Svilen Rangelov
Dronamics CEO - Svilen Rangelov 11
Slide 12: Questions
Questions eleven capital
Slide 13: The Macro Environment - The Big Normalization
The Macro Environment - The Big Normalization ๏ Valuations go to 2012 levels ๏ Layoffs, spending cuts, expansion freeze - economic winter ๏ M&A freeze ๏ Challenging fundraising environment - founders and VC 13
Slide 14: Eleven Capital - Future Plans
Eleven Capital - Future Plans 14
Slide 15: Time for your questions!
Time for your questions! For further information: Daniel Tomov m: +359 889 835 663 e: info@elevencapital.bg