VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands •...

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Investor Presentation October 2013 Mobile marketing solutions that deliver personalisation leading to behavioral change and loyalty are the Holy Grailfor brands

Transcript of VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands •...

Page 1: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Investor Presentation October 2013

‘Mobile marketing solutions that deliver personalisation leading to behavioral change and loyalty are the ‘Holy

Grail’ for brands’

Page 2: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

IMPORTANT NOTICE This Investor Presentation has been prepared and issued by VMob Group Limited (“the Company”). The statements in this Investor Presentation are made as of the date of its issue and are subject to change, completion or amendment without notice. Nothing contained in this Investor Presentation, nor any collateral communication (written or oral) of the Company, shall: · constitute investment advice or a recommendation to proceed to subscribe for the new shares in VMob Group Limited; · be deemed to be an assurance or guarantee as to the expected results of the performance of the Company, or the shares in the Company. The Company makes no representation or warranty (express or implied) as to the accuracy or completeness of the information contained in this Investor Presentation and is not obliged to update any information contained in this Investor Presentation nor to notify any person should any information be incorrect or cease to be correct. The Company, or its related companies, or its directors, officers or employees, do not accept any liability for the reliance of any person on information contained in this Investor Presentation. Further, they accept no responsibility for any loss or damage as a result of that reliance.

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Page 3: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Table of Contents

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Overview of VMob

Technology and mobile marketing capabilities

McDonald's Netherlands – Case Study

Channel Partners

5   Current and Prospective Clients

6   Key Investment Highlights

A   Appendix

Page 4: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Overview of VMob Group

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Overview §  Leading provider of mobile marketing solutions to global tier 1 brands §  Headquarters in Auckland with 20 employees

History §  VMob business founded in September 2012 §  Backdoor listed on the New Zealand Alternative Market (NZAX) of NZX on

31 August 2012

Corporate §  Share Price of NZ 3.5 cents §  Market capitalisation of NZ 34M

Technology / business model

§  VMob has built an enterprise grade mobile marketing platform that is infinitely scalable to manage big data for the world’s biggest brands

§  Highly scalable transactional business model

Channel partners

§  Channel partners include Ommnicom, MediaCom and Salmat §  Enables an efficient and wide distribution capability across the globe

Clients §  Current clients incl. McDonald's, Exxon, Yellow Pages and Telkom

Indonesia §  Leading pipeline of tier 1 clients in various stages of development

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Page 5: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

The VMob Team Scott Bradley CEO & Founder Ex Utilyx, Omnicon, AC Nielsen Background – Digital startups, Energy Trading, Media, Data

Bob Drummond COO Ex Deutsche Telekom, Geneva Technology, Open Cloud Background – C Level in three successful software startups in ICT / Telco

David Inggs CTO Ex Four Forces, Voola Background - Software product (ISV) and technology services businesses.

Mark Talbot CFO Diablo management Ex Ernst & Young Background - CFO for biotechnology, software, mobile and energy companies.

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Phil Norman Non Executive Chairman Nortek Management Ex Xero Chairman Background - ICT, venture capital and investment banking

Sean Joyce Non Executive Director Corporate Counsel Background - capital markets and securities law

Page 6: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

VMob Solution - 1 + 1 = 3 VMob has built a mobile marketing platform that can deliver increased sales and

revenue by:

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Driving Customers to Store Increasing Loyalty Enables ROI Measurement

§  Personalisation is based on customers’ behaviour and interest data

§  Personalised, location based offers drive maximum store visits

§  Personalised offers have a 30% higher redemption rate than generic offers

§  We build rich customer profiles that include all engagement, location, social and purchase history

§  Deliver mobile loyalty solutions that eliminate physical cards and increase redemption

§  Serve personalised rewards specific to each customer’s behaviour

§  Allow instant redemption of rewards

§  Measure sales growth in relation to marketing spend

§  Analyse effectiveness of add-on purchases

§  Track customer redemption, frequency and lifetime value

§  Identify the most effective digital channel for customer engagement

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Page 7: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Our Business Model

Fee per redemption (10c on average)

Monthly Hosting & Support Fee

($2,000-$10,000 / month)

Set Up Fee ($50,000-$200,000 one off)

There are 3 components to the VMob revenue model. An upfront deployment fee, a monthly hosting/support fee and a transaction fee per voucher redemption or event.

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Page 8: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Table of Contents

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1  

2  

3  

4  

Overview of VMob

Technology and mobile marketing capabilities

McDonald's Netherlands – Case Study

Channel Partners

5   Current and Prospective Clients

6   Key Investment Highlights

A   Appendix

Page 9: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

VMob has the ability to profile customers Profiling customers § Once the client ‘App’ is downloaded,

data is collected from the mobile device and stored in the VMob platform.

§  All data is captured in real time and stored against a ‘known’ customer

§  This ’live’ customer profile allows campaigns to be targeted and personalised to a specific customer

Enables targeted promotions With an array of features that can be

turned on or off, the ability to manage campaigns and data either centrally or locally, and the ability to integrate to virtually any existing system or database, the VMob platform is a complete digital solution

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Page 10: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Targeted promotions The VMob platform allows the client to target promotions to a ‘market of one’ based on any number of campaign criteria and data tags § Customers current location § Demographic tags § Social tags § Transaction / POS tags § Location tags § Behavioral tags § CRM tags § Loyalty tags § Billing system tags 10

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Measure ROI The VMob platform has real time analytics tools allowing:

§ Campaign effectiveness § Channel optimisation § Promotional effectiveness § Sales funnel & media optimisation § A+B testing § API’s for integration to existing BI systems.

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Key points about VMob’s technology

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Hosted on Cloud

§  The VMob platform is hosted in the Cloud and is infinitely scalable and able to manage hundreds of millions of customer profiles and actions

All IP owned by VMob

§  All key IP is developed in house and owned by VMob

Works for Brands

§  The flexible architecture means VMob can be deployed in Microsoft Azure or Amazion EC2 environments

§  The technology is built on a modern Service Oriented Architecture specifically for the Cloud to provide almost infinite scalability. Integration components built on top of REST based API’s using oAuth2 security standards, Microsoft MVC 4 architecture and full Microsoft Azure Cloud deployment and auto scale capability

Works for Consumers

§  Full Web based interface for all systems as well as Mobile Web offerings for retailer and consumer solutions. Native apps for iOS (iPhone and iPad), Android, BlackBerry as well as HTML5

Significant scaleability and functionality

§  The platform includes a massively scalable event driven decision engine (over 30,000 transactions per second). This engine uses in-memory database technology to handle decision-making such as what actions should be taken when a live activity is taking place.

§  The event engine can accept, report and react live based on feeds from constant GPS information from mobile devices, live updates to and from social networks as well as items like POS transactions and voucher redemptions

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Table of Contents

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1  

2  

3  

4  

Overview of VMob

Technology and mobile marketing capabilities

McDonald's Netherlands – Case Study

Channel Partners

5   Current and Prospective Clients

6   Key Investment Highlights

A   Appendix

Page 14: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Case Study- McDonalds Netherlands •  The existing McDonalds mobile App allowed a

customer to view the menu and find a restaurant •  There was no customer data, no sales data, no

ability to measure ROI •  The requirement by McDonalds was to evolve the

existing App into a rich, personalised user experience

•  Enable rewards, loyalty and geo-targeted offers to be delivered with measurable results

•  VMob partnered with Tribal Europe – Tribal developed the App and VMob provided the platform to enable the program

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Page 15: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

McDonalds Netherlands 2.0 Features Personalisation News and Activities Share Coupons Mystery Coupons Find a Restaurant Loyalty Rewards Order Special Offer Coupons Sweepstakes Push Messages Notifications Browse Menu Share with Friends Gift Coupons

A new App was launched with a range of features to deliver the personalisation, loyalty and rewards required by the client The new App was launched in record of time of only 8 weeks as the VMob platform was available ‘out of the box’ for the App developers to integrate to.

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Page 16: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

McDonalds Netherlands Results

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Exceeded all user download and activity targets Significant increase in guest visits to restaurants Increased tray value for customers using the app Material increase in sales value and volume.

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Page 17: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Table of Contents

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1  

2  

3  

4  

Overview of VMob

Technology and mobile marketing capabilities

McDonald's Netherlands – Case Study

Channel Partners

5   Current and Prospective Clients

6   Key Investment Highlights

A   Appendix

Page 18: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Channel Partners We use a direct and channel partner strategy for sales A key channel partner is DDB Tribal which is part of the Omnicom Publicis Group – the largest global advertising group VMob is currently working on client projects with DDB Tribal in the follow markets - UK, Netherlands, Norway, Hong Kong, Singapore, Japan, China, Australia, New Zealand, Indonesia, Philippines, Sweden VMob is also working with MediaCom which is part of the WPP Group, the worlds second largest advertising group on clients in Singapore, Thailand and Philippines VMob is working with Salmat in Australia on a range of client initiatives

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Page 19: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Table of Contents

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1  

2  

3  

4  

Overview of VMob

Technology and mobile marketing capabilities

McDonald's Netherlands – Case Study

Channel Partners

5   Current and Prospective Clients

6   Key Investment Highlights

A   Appendix

Page 20: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Current clients

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Client Key Contracts

§  Deployed platform in Netherlands for 250 restaurants

§  Deployment in development for Exxon Mobil Norway

§  Pilot deployment for www.menus.co.nz in New Zealand

§  Deployment for wifi.id 1 million wi-fi hot spots in Indonesia

Page 21: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Extensive Pipeline VMob’s key focus is bricks and mortar retailers around the globe. The ‘sweet spot’ is high volume, low-mid value retailers looking to build stronger relationships with their customers. Example target industry verticals are •  Quick Service Restaurants •  Food and Beverage •  Department Stores / Retail •  Fashion •  Cinema •  Service Stations •  Supermarkets

Page 22: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Table of Contents

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1  

2  

3  

4  

Overview of VMob

Technology and mobile marketing capabilities

McDonalds Netherlands – Case Study

Channel Partners

5   Current and Prospective Clients

6   Key Investment Highlights

A   Appendix

Page 23: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Team §  VMob’s board and management team, led by Phil Norman and

Scott Bradley, have a strong track record and are well placed to capitalise on VMob’s significant potential

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Technology §  VMob has built an enterprise grade mobile marketing

platform that is infinitely scalable to manage big data for the worlds biggest brands

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Business Model

§  Cost recovery from deployment and then ongoing maintenance fees

§  Highly scalable transactional revenue, which aligns VMob and client interests

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Channel Partners §  Channel partners include Ommnicom, MediaCom and Salmat §  Enables an efficient and wide distribution capability across the

globe

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Client Base

§  Strong success with tier 1 global brands – provides an excellent endorsement to gain new clients

§  Leading pipeline of tier 1 clients in various stages of development

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Key Investment Highlights

Page 24: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Table of Contents

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1  

2  

3  

4  

Overview of VMob

Technology and mobile marketing capabilities

McDonalds Netherlands – Case Study

Channel Partners

5   Current and Prospective Clients

6   Key Investment Highlights

A   Appendix

Page 25: VMob Investor Deck 30.10.13-1 - nzx.com · PDF fileCase Study- McDonalds Netherlands • The existing McDonalds mobile App allowed a customer to view the menu and find a restaurant

Appendix A – Selected Key Risks* "

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•  Share market risks – VMob’s share price is subject to change due to a number of factors including the VMob’s financial performance, as a result of external factors which are outside of the control of the VMob and the Directors, and changes to the overall market or IT, telecommunications and advertising sectors.

•  Liquidity risk – Investors should be aware that they could face liquidity risks when buying or selling VMob shares. There may be relatively many or few buyers or sellers of VMob shares on the NZAX at any given time which could increase share price volatility.

•  General economic conditions – There are a wide range of macro-economic and political factors, outside the VMob’s control, which may affect both the global and local economy and share market conditions in general. This may also influence VMob’s operating and financial performance. Factors include; economic growth, inflation, exchange rates, interest rates, consumer spending and government fiscal, monetary and regulatory policies.

•  Competition risk – The IT, telecommunications and mobile marketing sectors are competitive and the competitive landscape can change quickly. There is a risk that existing or new competitors may have or develop better technology and services and be more success in signing up clients.

•  Legislative and regulatory changes – Changes to laws and regulations or accounting standards which may apply to VMob could have adverse impact on the VMob’s financial performance. Legislative and regulatory changes could also affect VMob’s financial and operational performance.

•  Funding risks – Successful implementation of VMob’s business plan will require funding and there is risk that funding will not be forthcoming or that it will be available on favourable terms, which could adversely impact the VMob.

•  Reliance on channel partners – VMob relies on a number of channel partners to assist it in signing up new clients. Any loss of channel partner or change in the terms of its arrangements with its channel partners, could adversely impact VMob.

•  Customers risk – The success of VMob will be heavily dependent upon its ability to maintain its existing client base and generate new clients. There can be no assurance that VMob will be successful with maintaining and developing new clients which could adversely impact the performance of the business.

•  Key personnel risk – VMob’s is heavily dependent upon the services of several board members and senior management. Any change in the board or senior management could adversely impact VMob.

*This describes a range of selected risks associated with investment in VMob. The selected key risks outlined should not be considered an exhaustive list.