1. Short investor presentation
AN UBER-LIKE APPROACH
TO TECH MEDIA BUSINESS
The next-gen information and market intelligence platform about innovation in the emerging world
Short investor presentation
V3.31 – Sept. 2016
CONFIDENTIAL

2. THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Introduction
Innovation is spreading well beyond Silicon Valley and a few other advanced areas. This is true today, and will be even more true tomorrow.
However, so far, many emerging areas have remained virtually invisible, from a global perspective, due to a lack of information coverage.
By bridging this gap, we aim to address a huge demand for information, market intelligence and associated business services from both sides.
The project capitalizes on EWDN’s successful experience in Eastern Europe since Moreover, we are leveraging the capacities of powerful local and international players to create, step by step, a global company.
We are raising $500k to start developing the world’s first information platform dedicated to innovation in emerging markets

3. THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Project outline

4. THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Our goal
We are building an information and market intelligence capacity to cover tech industries in emerging areas.
Thus we aim to address the needs of:
A growing number of players across the world – from corporations, to startups, to investors of all types – who need a truly global business vision and market knowledge that include emerging markets;
Players from emerging countries, who are increasingly seeking to import or export services or technologies;
Governments and industry consortia from emerging countries, who are willing to raise their country’s profile on the global high tech map.

5. THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Project components 1
"Global Aggregator:" A "one-stop shop" covering emerging markets at large and encompassing all industries. The platform will aggregate contents and services from third parties ("Smart Aggregation") as well as from the local, regional and vertical platforms as they will develop.
Local, regional or vertical portals: Covering tech innovation and tech markets in specific countries, regions or verticals. First projects under consideration: Latin America and E-commerce 2

6. About the Global Aggregator
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
About the Global Aggregator
"The one-stop-shop for business information and services about innovation in emerging markets"
Editorial content:
Aggregated from third-parties*
Aggregated from IDN’s own regional and vertical portals
User-generated**
Company database:
Partnership agreements with existing major databases
Own database in the middle term
Service offers:
Select third-party offers: research reports, consulting, events, etc.
* Accurate curation of stories from stories of TechinAsia, VentureBurn, TechCrunch, FT or any other.
** Free contributions from bloggers, industry experts and PR services from across the world. Different content origin will be clearly specified, IDN will endorse only own-produced content.
For example, a query combining "big data" and "India" will provide lists of:
Related articles
Related tech companies
Related available reports, consulting services, events, etc.

7. The technological dimension
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Global Aggregator:
The technological dimension
In its advanced versions, the Global Aggregator will aim to leverage the latest technology advancements in the fields of:
Multiligual content search
Automated or semi-automated translation
Search in natural language
A dialogue has been engaged with leading technology providers in the USA and Eastern Europe. The relevant R&D strategy and the corresponding partnerships will be completed during the initial phase of the project.

8. Regional and vertical portals
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Regional and vertical portals
Capitalizing on our experience in Eastern Europe, we aim to cover progressively additional areas and verticals across emerging markets. Such developments will be made possible through partnerships with:
Example #1: Portal in preparation with In-Nova, owner of the leading content
base about
innovation in
Latin America
local publishers or content providers
local governments or industry consortia
international industry-focused media
international technology providers
Example #2: Global e-commerce information site and database under consideration in partnership with InternetRetailer, a leading US industry publisher.

9. Deployment across new geographies
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Deployment across new geographies
(planned or considered regional/country portals)
Global Aggregation Platform (aggregated news and services)
RUSSIA (1)
CENTRAL & EASTERN EUROPE
(3)
UKRAINE
(2)
SOUTHERN EUROPE
CHINA
MIDDLE-EAST
SOUTH
ASIA
LATIN AMERICA
(4)
SOME EASTERN-ASIAN COUNTRIES
AFRICA
Existing EWDN activity ( )
Projects under preparation
(1) EWDN’s first country since 2011 (2) First locally-sponsored project launched in 2014 (3) CEE venture research scheduled for completion in June 2017 (4) Latam news site and database scheduled for launch in 2017 (jointly with In-Nova).
Potential further developments (following Series A round)

10. Next-gen business models A step-by-step development strategy
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Reaching our goals
Principle #1:
«Smart Aggregation»
We don’t aim to produce all content or provide all services on our own. Producing just a modest part of these contents and services, we will rather leverage third-party capacities. We see our key value in distributing these capacities globally and combining them locally as relevant.
In the long term, third-party content and services may be replaced, progressively and partially, by own-produced ones.
Principle #2:
Next-gen business models
 Compelling market intelligence offers with paid products and susbcription offers
 Co-financing agreements with local governments and industry consortia – as successfully experimented already in several countries
 High quality at lower cost with production centers in emerging countries
 And much more!
Principle #3:
A step-by-step development strategy
 New vertical, regional our country portals launched pragmatically, depending on international customers’ demand and local partnership opportunities.
 A virtually unlimited potential: New geographies and new activities supported by the most advanced available technologies!

11. " Timeline LOCAL, REGIONAL OR VERTICAL PORTALS FINANCIAL TIMELINE
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
"
Timeline
LOCAL, REGIONAL
OR VERTICAL
PORTALS
FINANCIAL TIMELINE
GLOBAL AGGREGATOR
2016
Co-design of Latam platform; negotiation with InternerRetailer (late 2016)
Launch of Latam portal
Potentially: first vertical portal and state-sponsored country sites
(2017)
Systematic approach of local governments and industry consortia to launch local sites.
Coverage of several key countries, areas and industries across emerging markets with own-produced content and services.
Seed-stage round ($500k)
(Oct-Dec. 2016)
Possible early exit
OR Series A round ($1-3m)
(H2 2017, H1 2018)
Global company = acquisition target for global players in the fileds of media, market intelligence, tech consulting, etc.
Market studies, technical design & development; Alpha version with live tests (8 months)
Launch of V1 with essentially third-party content and services (mid-2017)
Break-even (late 2017-early 2018)
Development of V2 incl. database and technology-driven features with more own-produced content and services.
2017
2018
2019

12. THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Financial strategy

13. "Global Aggregator" (launch and development until breakeven)
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Financial
strategy
Current coverage
Seed round
$500k
 "Global Aggregator" (launch and development until breakeven)
First local
and vertical platforms
12-18
months
Further rounds of funding for deployment across new geographies and technological developments.
Further self-financed development if necessary
Exit
opportunities

14. Use of funds from seed-round
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
"
Use of funds from seed-round
Developing existing activities in Eastern Europe: $22,000
Global Aggregator: $239,000
Latin American platform (co- financing): $100,000
Legal & holding costs: $34,000
Reserve for new projects (e.g. e-commerce platform): $60,000
Company debt repayment: $50,000
$500k

15. Global Aggregator at maturity (Year 4, according to central scenario)
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
"
Financial results
Global Aggregator at maturity
(Year 4, according to central scenario)
Annual turnover: $17m
EBITDA margin > 50% (scalable subscription model at low marginal costs)
Not including revenues from the local, regional or vertical portals

16. Investment background
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Investment background
and exit prospects

17. Who invests in tech media?
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Examples of investor interest in tech media:
2006: GigaOM raised $325k in Series A
2007: NetMediaEurope’s MBO financed by the Tuffle fund
2010: TechCrunch acquired by AOL (reported valuation: $30m)
2010: Benchmark Group (France) acquired by Comment Ca Marche for €50m (after having been valued at up to €200m)
2012: International fund BlackOcean invested more than $500k in Rusbase.com as the first part of an up to $3m investment plan
2013: VentureVillage raised €600,000
2013: Techinasia received investment from Simile Venture
2013: e27, a competitor of Techinasia, secured $615k
Who invests in tech media?
2013: FrenchWeb received several hundreds of thousand euros from individual investors
2014: Webrazzi (Turkey) received investment from
Aslanoba Capital to expand into Eastern Europe and MENA
2014: Tech.eu raised $150k from US and European BAs
2014: GigaOM raised $8m in Series F from four US venture funds
2015: GeekTime raised $1.3m to develop market intelligence & consulting offers covering tech industries in emerging countries
2015: VentureBeat raised equity funding for the second time
2016: Turner invested $15 million in Mashable
2016: Benchmark Group acquired by Le Figaro

18. THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
As a market leader, the company will be an appealing acquisition target for players from several industries:
Media (e.g. Bloomberg and Thomson Reuters are willing to increase their coverage of emerging areas whereas mainstream tech media have begun to eye new areas)
Audit & Consulting (e.g. EY
Exit prospects
Concrete acquisition possibilities are being discussed with a major industry player
Research firms (e.g. Informa or CB Insights who have already acquired or are willing to acquire companies)
Banks interested in monitoring tech markets and investment opportunities (reference:

19. Who are we? EWDN is the first international source
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
Who are we?
EWDN is the first international source
covering innovation in Eastern Europe

20. EWDN today 2 NEWS SITES: RUSSIA AND UKRAINE
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
EWDN
today
2 NEWS SITES: RUSSIA AND UKRAINE
EVENTS
INDUSTRY REPORTS & WHITE PAPERS

21. THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
MAIN CURRENT PROJECT:
The first-ever research study about startup and venture activity across Central & Eastern Europe 1
Research across 25 CEE countries
Participation from with key local and international players
Partnerships with global industry databases and media
Research report scheduled for release in June with high- profile launch event at the EBRD’s headquarters in London
AMONG PROJECT PARTNERS
AND DOZENS OF OTHER LOCAL
AND INTERNATIONAL ORGANIZATIONS

22. Central & Eastern Europe
THE NEXt-GEN information and MARKET INTELLIGENCE PLATFORM ABOUT innovation in THE EMERGING WORLD
EWDN: KEY MILESTONES
Launch in Russia
EWDN.COM launched in Russia with initial support from government agency RVC and university HSE
2011
2012
Growing national and international recognition with invitations to events, reprints in leading international media, and a diversity of requests from players of all kinds.
First industry report:  "E-Commerce in Russia"  $200k generated in 2 years.
2013
1st extension: Ukraine
2014
UADN.NET launched in Ukraine with initial support from local players
Next targets:
Central & Eastern Europe
+ Latin America
2015 -
2016
Strategic partnerships and JVs discussed with key international players; new regional and vertical activities under preparation.

23. Thank you for your attention! Adrien Henni Co-founder ah@ewdn.com
Skype: adrien7105
Thank you
for your attention!