Slide 1: Tinybeans Group Limited Investor Presentation April 2017
For personal use only TINYBEANS GROUP LIMITED (ASX: TNY) INVESTOR PRESENTATION APRIL 2017
Slide 2: Tinybeans private social platform for parents
For personal use only Tinybeans is a fast-growing private social platform for parents to safely share photos of their children with family and create an online journal of their kids’ childhood. Tinybeans’ vision is of a global nurture network, connecting more than 100 million parents and family memb
Slide 3: Board, Key Management, Top 10 Shareholders and Trading Information
Tinybeans Group Ltd (ASX: TNY) PAGE 3 For personal use only Board of Directors and Key Management Personnel Top 10 shareholders % of issued capital Eddie Geller Executive Chairman and CEO 1. Stephen O’Young 25.7% Stephen O’Young Executive Director and CTO Kim Heras Non-Executive Director 2. Eddie Ge
Slide 4: Investment highlights
Investment highlights PAGE 4 For personal use only Established in 2012 as a Successfully raised $6.5 A large, fast-growing Four key revenue drivers mobile and web-based million via IPO to global platform with a very including advertising, social media platform accelerate user growth loyal user base:
Slide 5: What is Tinybeans?
What is Tinybeans? PAGE 5 For personal use only Tinybeans helps families connect and make smarter decisions Revenue Model for their children and allows a passionate audience to talk about Premium the most important things in their world, their children Subscriptions Data & Insights E-Commerce Advert
Slide 6: Personalisation and privacy
Personalisation and privacy PAGE 6 For personal use only Tinybeans is different to other social media platforms as it provides a private and controlled platform where parents can share with peace of mind We know We know We know who cares about the child about the parents about the child
Slide 7: Strong consumer advocacy
Strong consumer advocacy “A lot more than an ‘Instagram for kids pics’ or ‘Facebook for parents.’” PAGE 7 For personal use only THE NEXT WEB The only app I use every day! Love it! Like a virtual baby book ★★★★★ … but better! ★★★★★ Tinybeans has been so positive for the whole family. “The most loving
Slide 8: Global market opportunity
Global market opportunity PAGE 8 For personal use only 135M $69B*(USD) Babies are born Spent on digital every year advertising in 2016 The market for goods and services for babies and children is huge. Goldman Sachs’ 2015 “Millennial Moms” report forecasts the $1 trillion (USD) that parents currentl
Slide 9: Revenue model
Revenue model PAGE 9 For personal use only Advertising Sponsored Brand Packages Native Content Integration Targeted Display 94% of users are likely to purchase a product Family Premium Printing Products recommended by Data & Insights Tinybeans Subscriptions: + Prints/photobooks/canvas E-commerce 8,3
Slide 10: User growth and retention
User growth and retention PAGE 10 For personal use only • Tinybeans has grown its active users by more than 30% over the 6 months to March 2017 1,600 Tinybeans has very high user 1,400 1,200 • 1,000 retention rates (global average at 800 month two of 3%*): 600 400 • 6 month retention of 55% 200 • 12
Slide 11: Targeted marketing campaign: Huggies
Targeted marketing campaign: Huggies PAGE 11 For personal use only 46% 3.7% 22% 0.1% Industry Industry E-mail open rate Click through rate
Slide 12: Competitive landscape
Competitive landscape PAGE 12 For personal use only Child Centric ✓ ✓ ✓ ✓ ✓ Simple & Private sharing ✓ ✓ ✓ ✓ Developmental Milestones ✓ Personalized content ✓ ✓ ✓ Rich Mobile experience (i.e. offline mode) ✓ ✓ ✓ ✓ ✓ Brand sponsored editorial ✓ ✓ ✓
Slide 13: Profit & Loss and user growth
Historical Profit 6 mo to Dec 31 and Loss 2015 (Audited) 2016 (Audited) 2016 (reviewed) Profit & Loss and user growth Revenue 85 588 621 Other Income 665 717 4 PAGE 13 For personal use only Total Income 750 1,305 625 Expenses Printing Costs (75) (125) (114) Metric Employee Benefits FY2015 FY2016 1HF
Slide 14: Balance sheet and use of funds
Balance sheet and use of funds PAGE 14 For personal use only Pro Forma Balance Sheet 6 months to 31 Dec 2016 Pro Forma 6 months to 31 December 2016 Use of IPO funds: Adjustments Reviewed Pro Forma Cash and Cash 665 5,931 6,596 Advertising and marketing spend $1,495,000 Equivalents Term Deposit 17 -
Slide 15: Tinybeans Leadership Team
Tinybeans Leadership Team PAGE 15 For personal use only Eddie Geller Stephen O’Young Sarah-Jane Kurtini Sabine Feldmann Executive Chairman & Chief Technology Head of Marketing Chief Revenue Officer CEO Officer/Exec Director Proven leader with extensive experience Over 15 years of experience in Build
Slide 16: Investment highlights
Investment highlights PAGE 16 For personal use only Generating and Five years of monetising a TNY listing on Raised strong growth in valuable set of the ASX on 21 $6.5 million in a highly engaged data on new April 2017 at oversubscribed user base with parents: among $1.00 per share offer global expa
Slide 17: Disclaimer
Disclaimer PAGE 17 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
Slide 18: Contact
Contact PAGE 18 For personal use only Eddie Geller Tim Dohrmann Executive Chairman and CEO Investor and media relations eddie@tinybeans.com tim@nwrcommunications.com.au