Slide 1: Tinybeans Group Limited Investor Presentation – June 2018
For personal use only Tinybeans Group Limited (ASX:TNY) Investor Presentation – June 2018
Slide 2: Tinybeans technology platform for parents
For personal use only Tinybeans is a technology platform that provides parents with one safe space to capture and share their children’s life stories with family. Investor Presentation – June 2018 2
Slide 3: Latest Metrics
Latest Metrics* 2.5M+ Added For personal use only Registered 220k+ Users in Q4 .95M Growth of Monthly Active 8% MAU in Q4 Users $620k 55% Increase in Ad H2-FY18 revenue Advertising Compared to Revenue H1-FY18 * These metrics are management estimates to June 2018 Investor Presentation – June 2018 3
Slide 4: User Growth
User Growth* For personal use only Added 1 Million new users in 15 months Doubled MAU past 18 months * These metrics are management estimates to June 2018 More Users More Engagement More Revenue Investor Presentation – June 2018 4
Slide 5: Recent Product Enhancements
Recent Product Enhancements For personal use only Investor Presentation – June 2018 5
Slide 6: Recent Partner Highlights
Recent Partner Highlights For personal use only Mobile app & email examples Investor Presentation – June 2018 6
Slide 7: Platform security investments continue
Platform security investments continue Families trust Tinybeans to take care of their precious For personal use only moments, here are some of the improvements we’ve made to the security of our platform in recent times: • Enforced multi-factor authentication on all system access • Hardened password
Slide 8: Net Promoter Score (NPS)
Net Promoter Score (NPS) For personal use only 73 Amazon Disney Apple Samsung 61 50 47 47 Source: NPS Benchmarks (2017) Investor Presentation – June 2018 8
Slide 9: Revenue Breakdown
Revenue Breakdown Revenue FY17 FY18* % Change For personal use only Advertising $ 475,268 $ 1,019,068 114% Premium Subscriptions $ 427,226 $ 510,007 19% Printed Products $ 143,953 $ 146,269 2% Other Revenue $ 29,228 $ 40,991 40% 60% Revenue Total Revenue $ 1,075,675 $ 1,716,335 60% Growth * These me
Slide 10: Since IPO to June 2018
CONFIDENTIAL Since IPO to June 2018* For personal use only 1 Registered User Growth Up 57% 2 Monthly Active User Growth Up 64% 3 Revenue Up 60% * These metrics are management estimates to June 2018 Investor Presentation – June 2018
Slide 11: Capital Raise and Placement Offer
For personal use only Capital Raise and Placement Offer Investor Presentation – June 2018
Slide 12: Capital Raise and Placement Offer
Capital Raise and Placement Offer Offer Terms Details For personal use only Overview Total new capital of up to $3.5m via a share placement and Share Purchase Plan Pricing Capital Raising to be conducted at $0.55 per share Breakdown of Capital • Total Raising of up to $3.5m + SPP: Raising ▪ Approxim
Slide 13: Indicative Capital Structure
Indicative Capital Structure For personal use only Shares on Issue Prior to Offer1 26,145,160 Options on Issue Prior to Offer2 862,837 New Shares – Placement3 6,363,636 Total Shares on Issue post Capital Raising 32,508,796 Implied Market Capitalisation4 $17,879,837 Management Options to be Issued5 7
Slide 14: Timetable
Timetable For personal use only Timetable Item Date Trading Halt 9am, Monday, 4th of June, 2018 Bids Due 8pm, Wednesday, 6th of June, 2018 Allocations Advised 8am, Thursday, 7th of June, 2018 Signed Confirmation Letters Due to the Lead Manager 9am, Thursday, 7th of June, 2018 Resumption of Trading 1
Slide 15: Appendix
For personal use only Appendix Investor Presentation – June 2018
Slide 16: Balance Sheet (AUD)
Balance Sheet (AUD) ASSETS Jun-17 Sep-17 Dec-17 Mar-18 For personal use only Cash $ 5,205,562 $ 4,078,086 $ 3,161,259 $ 1,860,959 Accounts Receivable $ 88,713 $ 152,680 $ 152,296 $ 216,692 Other Current Assets $ 386,002 $ 460,640 $ 401,860 $ 182,896 Total Current Assets $ 5,680,276 $ 4,691,406 $ 3,7
Slide 17: 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
Slide 18: Thank you
For personal use only thank you For more information, please contact: Eddie Geller Chief Executive Officer investors@tinybeans.com Investor Presentation – June 2018