Identifying, Building and Scaling

Market Leading Online Companies

Kinnevik Capital Markets Day 2014
STRICTLY CONFIDENTIAL
DISCLAIMER
The information contained in this presentation is public information only, but it does not necessarily represent all information related to the issues discussed
or presented herein, or all vies of the company! The information has been researched by the company ith due care and all and any evaluations or
assessments stated herein represent the company"s opinions! #e advise you that some of the available information has been independently verified and
may be based on statements by third persons, but no representation or arranty, e$pressed or implied, is made as to, and no reliance should be placed on,
the fairness, accuracy, completeness or correctness of this information or opinions contained herein! Certain statements contained herein may be
statements of future e$pectations and other forard%lookin& statements that are based on our current personal vies and assumptions and involve knon
and unknon risks and uncertainties that may cause actual results, performance or events to differ materially from those e$pressed or implied in such
statements! 'one of our team shall assume any liability hatsoever (in ne&li&ence or otherise) for any loss or unreali*ed profit hatsoever arisin& from any
use of this presentation or the statements contained herein as re&ards unverified third person statements, any statements of future e$pectations and other
forard%lookin& statements, or the fairness, accuracy, completeness or correctness of statements contained in the presentation, or otherise made in
connection ith this presentation!
This presentation does not constitute an offer or invitation to purchase or subscribe for any investment and neither this presentation nor any part of it shall
form the basis of or be relied upon in connection ith the enterin& into any commitment or contract hatsoever, and is solely intended to communicate
information re&ardin& the company, its business track%records and team members! 'o one should base their investment decisions on this presentation but
should form their personal opinions on the basis of further available information and evaluations and assumptions! +n addition, any prospective investor
should consult its on attorney and business advisor as to the le&al, business, and ta$ and related matters concernin& any investment decision!
2
I!ROD"C!IO
,-./.'T+'0 T.1M
2
Oli#er Sam$er
%ounder
Co%founded 1lando!de (e$it to ebay),
3amba4 (e$it to 5eri/i&n) and CityDeal
(mer&ed ith 0roupon and later +,6)
M71 from #89
Dr& 'o(annes Bruder
C)O
,reviously ith 0oo&le
,hD in .conomics from 9niversity of
8ambur& and Master in .conomics
from 9niversity of /t! 1ndres
)eter *impel
C%O
,reviously Mana&in& Director and
,artner at 0oldman /achs
+nternational
M71 from #89
C(ristian +arden,erg
C!O
,reviously ith 7C0 and Metaversum
Master in 7usiness 1dministration and
.lectrical .n&ineerin& from Technical
9niversity of 7erlin
Ale-ander *udlic(
Managing Director
,reviously ith 1$el /prin&er 10
Master in :inance from 9niversity of
/t! 0allen (8/0), M1 in ,hilosophy
from 9C; and M71 from ./MT
2
4
!+E ROC*E! MISSIO
T6 C-.1T. T8.
#6-;D"/ ;1-0./T
+'T.-'.T ,;1T:6-M
69T/+D. 6: C8+'1
1'D T8. 9/
ROC*E!S .LOBAL REAC+ A! A .LACE
<
Rocket /entures are acti#e in more t(an 011 countries
=
2E %OC"S O %I/E *E3 RE.IOS4
Russia
Latin America
Europe
Middle East 5 Africa
Asia 5 )acific
'ote> 1bove venture maps are not comprehensive
&&& AD !+REE *E3 SEC!ORS
?
Marketplaces %inancial !ec(nology eCommerce
... ... ...
'ote> 1bove venture list is not comprehensive!
-ocket +nternet -e&ions
?@A
"SA 5 C(ina
667
-ocket
+nternet
-e&ions
=<A
"SA 5
C(ina
897
O"R .LOBAL REAC+ CO/ERS !+E LAR.ES! I!ERE! AD MOBILE A"DIECE
@
: of .lo,al Internet "sers; 6&< Bn
Rocket
Internet Regions
=>7
: of .lo,al "ni?ue Mo,ile "sers; @&9 Bn
Rocket
Internet
Regions
<97
/ource> +DC, .uromonitor, #C+/ (Bear 2012 Data)
ROC*E!AS LOCAL %OO!)RI! ICL"DES B O% %ACEBOO*AS !O) 01 "SER CI!IES
/ia Smartp(ones )eople Are A,le to Access %ace,ook E#ery$(ere in t(e 2orld C !op 01 Cities on %ace,ook
C
# City Country Active Proven Winners Users (MM)
1. Bangkok Thailand 8.7
2. Jakarta Indonesia 7.4
3. Istanbul Turkey 7.0
4. London United Kingdom 6.1
5. Bogota Colombia 6.1
6. Sao Paulo Brazil 5.7
7. Mexico City Mexico 4.3
8. Santiago Chile 4.1
9. Mumbai India 3.7
10. Buenos Aires Argentina 3.5
/ource> /ocialbakers!com as of 1< May 2014
ROC*E! REAC+ES !+E %AS!ES! .RO2I. .LOBAL MAR*E!S
10
Tar&et Countries D -e&ions of 6perations of -ocket +nternet
Share of Global Users
Latin America
Smartphone User Growth
(1)
: 27.6%
9% 14%
11% 12%
Population (Share of Global)
Internet Users (Share of Global)
Social Media Users (Share of Global)
Mobile Subscriptions (Share of Global)
North America
Smartphone User Growth
(1)
: 9.9%
5% 11%
11% 5%
54 MM
180 MM
92 MM
24 MM
Western Europe
Smartphone User Growth
(1)
: 16.5%
6% 10%
13% 8%
36 MM
28 MM
30 MM
Central and
Eastern Europe
Smartphone User Growth
(1)
: 21.0%
5% 6%
7% 7%
9 MM
8 MM
Middle East & Africa
Smartphone User Growth
(1)
: 28.6%
20% 8%
12% 16%
12 MM
11 MM
Asia (ex East Asia)
Smartphone User Growth
(1)
: 38.8%
34% 16%
15% 31%
14 MM
102 MM
16 MM
66 MM
13MM
Oceania
Smartphone User Growth
(1)
: 8.1%
1% 1%
1% 1%
East Asia
Smartphone User Growth
(1)
: 15.5%
22% 37%
30% 22%
Registered Users
/ource> 0lobal /ocial, Di&ital E Mobile /tatistics, 3an 2014
1
0roth for 2012%201=
ROC*E! I!ERE!AS MACROCECOOMIC MAR*E! O))OR!"I!3
11
/ource> Capital +F (Market Cap /tats), +ntl! Monetary :und (0D, /tats)
1
7ased on +nternet market cap Capital +F data 1pril 2=th, 2014 (adGusted for non%9/ proportion of revenues assumin& proportionate contribution to market cap)
2
+ncludin& rumoured valuation of 1libaba of ca! H1<2 7n as per 7loomber&
2
7ased on -ocket +nternet Tar&et Countries
B&6 !n
Total 0D, China (2012, in Current 9/H)
1&@ !n
0
Total Market Cap ,ublic C'%+nternet (1pr 2014)
2
0<&> !n
Total 0D, 9/1 (2012, in Current 9/H)
1&= !n
0
Total Market Cap ,ublic 9/%+nternet (1pr 2014)
D69-
5alue -atio
0D,D
Market Cap
D68-
5alue -atio
0D,D
Market Cap
!(e "S Internet Opportunity
!(e C(ina Internet Opportunity
@0&8 !n
Total 0D, -ocket Tar&et Countries (Current 9/H)
0&< C 0&> !n
(1)
,ublic Market Cap ,otential
(est! -an&e 7ased on 9/DChina 0D,DMarket Cap -atios)
!(e Rocket Internet Opportunity
6,8
12
+O2 2E IDE!I%3, B"ILD 5 SCALE MAR*E! LEADI. I!ERE! B"SIESSES
9nparalleled e$perience in scalin&
orld%class +nternet businesses
Deep technical and operational
e$pertise
8i&hly structured D best
practices
Centrali*ed +, ith
re&ional e$ecution
:oundin& 2%= ne
ventures on avera&e p!a!
Consistent returns across
portfolio vinta&es
,redictable and repeatable
,artnerships and frameork
a&reements
,rovision of shared services to
Gump start ne businesses
0
6
@
8
12
O"R I%RAS!R"C!"RE
9nparalleled e$perience in scalin&
orld%class +nternet businesses
Deep technical and operational
e$pertise
8i&hly structured D best
practices
Centrali*ed +, ith
re&ional e$ecution
:oundin& 2%= ne
ventures on avera&e p!a!
Consistent returns across
portfolio vinta&es
,redictable and repeatable
,artnerships and frameork
a&reements
,rovision of shared services to
Gump start ne businesses
0
6
@
8
2E +A/E MORE !+A 09&111 )EO)LE O !+E .RO"D
14
6911E
6911E
@111E
6911E
@111E
Infrastructure
ROC*E!FS !EAM
:9'CT+6'1; .I,.-T/, -.0+6'1; ;.1D.-/ E .'T-.,-.'.9-/
1<
Rocket InternetFs organiGation consists of t(ree parts; Our people are organiGed around t(e portfolio of companies,
t(e regions and t(e core functions
Regional Leaders %unctional E-perts
Tech Marketin& ,roduct
C-M 7+ 7i* Dev
6perations :inance ,-
8- ;e&al /ecurity
eCommerce
MarketC
places
%inancial
!ec(nology
Entrepreneurs
Infrastructure
'ote> 1bove list of ventures is not comprehensive!
ROC*E!AS !EAM O% %"C!IOAL EH)ER!S O%%ERS ")ARALLELED EH)ER!ISE AD
+ADSCO EH)ERIECE I COM)A3 B"ILDI. C EHAM)LES
1=
'aco, Bro
)roduct
Desi&n of <0J -ocket eb
and mobile apps
'aco, Bro
)roduct
Desi&n of <0J -ocket eb
and mobile apps
'aco, Bro
)roduct
Desi&n of <0J -ocket eb
and mobile apps
Art(ur .erigk
Marketing
22?!000!000J keyords in
search en&ine advertisin&
Art(ur .erigk
Marketing
22?!000!000J keyords in
search en&ine advertisin&
Art(ur .erigk
Marketing
22?!000!000J keyords in
search en&ine advertisin&
)atrick %ink
BI
Developed 20J custom Data
#arehouse solutions
)atrick %ink
BI
Developed 20J custom Data
#arehouse solutions
)atrick %ink
BI
Developed 20J custom Data
#arehouse solutions
%erdinand *alm
Operations
Deployed -ocket"s lo&istics
platform at 20J ventures
%erdinand *alm
Operations
Deployed -ocket"s lo&istics
platform at 20J ventures
%erdinand *alm
Operations
Deployed -ocket"s lo&istics
platform at 20J ventures
Ronny Rentner
!ec(
;aunched <0J -ocket eCom
eb shops in 20J countries
Ronny Rentner
!ec(
;aunched <0J -ocket eCom
eb shops in 20J countries
Ronny Rentner
!ec(
;aunched <0J -ocket eCom
eb shops in 20J countries
.ianCLuca /arisco
Security
Defended -ocket ventures
a&ainst 20J security attacks
.ianCLuca /arisco
Security
Defended -ocket ventures
a&ainst 20J security attacks
.ianCLuca /arisco
Security
Defended -ocket ventures
a&ainst 20J security attacks
%eli- +a,erland
!ec(
Tech leadership for 10J
-ocket ventures
%eli- +a,erland
!ec(
Tech leadership for 10J
-ocket ventures
%eli- +a,erland
!ec(
Tech leadership for 10J
-ocket ventures
C(ristian +arden,erg
!ec(
;eads &lobal community of
40J -ocket CT6s
C(ristian +arden,erg
!ec(
;eads &lobal community of
40J -ocket CT6s
C(ristian +arden,erg
!ec(
;eads &lobal community of
40J -ocket CT6s
!ec( Marketing )roduct
CRM BI BiG De#
Ops %inance )R
+R Legal Security
Infrastructure
O"R RE.IOAL LEADERS+I) !EAMS +A/E LA"C+ED COM)AIES
ACROSS D011 CO"!RIES
1?
*iren !anna
Co-CEO Asia
McKinsey
Indian Institute of
Management
*oen !(iIssen
Co-CEO Pacific
Deutsche Bank
Lehman Brothers
London Schoo of
Economics
+ea#ent Mal(otra
Co-CEO India
McKinsey
IIM Ahmeda!ad
II" Dehi
Rodrigo Sampaio
Co-CEO Latin America
#o$o #ordisk
McKinsey
%ar$ard
Business Schoo
Eduardo .oes
Co-CEO Latin America
#o$o #ordisk
Stratus PE
Stanford
&ni$ersity
'eremy +odara
Co-CEO Africa
McKinsey
%EC Business
Schoo
Sac(a )oignonnec
Co-CEO Africa
McKinsey
A' Andersen
ED%EC Business
Schoo
Dr& Eyad Alkassar
Co-CEO Midde East
(ocket Internet
Saarand
&ni$ersity
+usain Mis(ergi
Co-CEO Midde East
)emekse*eti
+ooge
&ni$ersity of
Caifornia,Berkeey
Dr& '& Bruder
Co-CEO Euro*e - (ussia
+ooge
&ni$ersity of %am!urg
&ni$ersity of
St' Andre.s
Ale-ander *udlic(
Co-CEO Euro*e - (ussia
/ano0
A0e S*ringer
&ni$ersity
of St' +aen
Latin America
Europe 5 Russia
Asia )acific
Middle East 5 Africa
Infrastructure
ECOMMERCE
MAR*E!)LACES
%IACIAL !EC+OLO.3
MEE! SOME O% !+E COC%O"DERS 2+O LEAD O"R /E!"RES !O S"CCESS
1@
Infrastructure
'ote> 1bove venture list is not comprehensive!
1C
O"R "IJ"E EHEC"!IO )ROCESSES
9nparalleled e$perience in scalin&
orld%class +nternet businesses
Deep technical and operational
e$pertise
8i&hly structured D best
practices
Centrali*ed +, ith
re&ional e$ecution
:oundin& 2%= ne
ventures on avera&e p!a!
Consistent returns across
portfolio vinta&es
,redictable and repeatable
,artnerships and frameork
a&reements
,rovision of shared services to
Gump start ne businesses
0
6
@
8
E-ecution
%inancing
ROC*E! I!ERE!FS COM)A3 B"ILDI. )ROCESS MI!I.A!ES %O"R *E3 RIS*S I
/E!"RE B"ILDI.
20
8
@
Business
Model
!eam
Clear criteria in selecting ,usiness models
+ig( ?uality management teams from first class ,ackgrounds
K6BE in total funding t(roug( close partners(ips $it(4
2e ,uild companies, gro$ 5 optimiGe t(em along t(eir lifecycle and implement proprietary tec(nologies
Implementing proprietary technologies
eCommerce ,latform
Marketplace ,latform
:in Tech ,latform
Building companies
Company set%up
Centrali*ed core functions
-e&ional entrepreneurs
Sector Specialists +2Is Strategics Institutional In#estors
Creating #alue $(ile mitigating @ key risks across t(e fastest gro$ing markets in t(e $orld
Significant market
Min! H17 market si*e and H100M
revenue potential
Proven replicable business model
/uccessful role%model to avoid risk of
customer acceptance
Window of opportunity
;o competition in tar&eted markets
0
6
Optimization & Benchmarking
Data driven, hi&h%resolution continuous
monitorin& E benchmarkin&
8ealth checks E best practice sharin&
)rocess
EARL3 DA3S O% EHEC"!IO; %ROM IDEA !O .LOBAL ROLLO"!
21
Rocket Employs a Lo$ Risk In#estment Approac( !(roug( Diligent Selection of Business Model, !arget Market
and Management !eam
Identification of suita,le models ,y central scouting team and regional satellites
Discussion ,ased on initial assessment of model
In case of positi#e conclusion, more detailed analysis incl& competiti#e landscape ,y rele#ant region
Identification of test country and de#elopment of pilot if sentiment still predominately positi#e
)ost successful 6C8 mont(s test period, glo,al rollCout
Structured Selection )rocess
)rocess
+O2 DO 2E I!ERA!IOALILE COM)AIESM
,-65. K T-1'/:.- K 0-6#
22
Successful E-pansion and E-ecution Speed Backed ,y Regional Strengt( and
%unctional E-pertise of t(e )latform
!RAS%ER to "nderser#ed, +ig(C.ro$t( Emerging Markets
and .RO2 as %ast as )ossi,le to Become Market Leader
)RO/E Concept and Model in Europe
)rocess
COM)A3 B"ILDI. A! ROC*E! %OLLO2S A +I.+L3 S!ADARDILED )ROCESS,
"LOC*I. LEARI. C"R/E AD/A!A.ES AD S3ER.IES ACROSS !+E )OR!%OLIO
22
Capa,ility to Launc( a e$ /enture in N 011 Days /entures Operationally Independent in N 611 Days
Day 1 Day 011 Day 611
IDE)EDECE Set up Rocket Best )ractices Reporting 5 OptimiGation *IC*O%% LA"C+
22
M5, eb E apps
Data%#arehouse
C-M tools
Marketin& channels
;e&al E :inance ;e&al entities, brand E domains, accountin&
Daily, eekly and monthly K,+ reportin& for Marketin&,
C-M, /ales, Customer Care, 6ps etc!
:inancial reportin& E controllin&, compliance
+ncreasin& 'et ,romoter /cores
.n&ineerin&
,roduct E 9I
C
E

!
R
A
L
L
O
C
A
L
Marketin&
C-M
7usiness
+ntelli&ence
6perations
/ales
Customer Care
Call center and local
support
Desi&n #ebsite E 1pps
+teration of product, a&ile development focusin& on
stability, security and speed
Tar&etin&, creative, biddin&, ith ma$imum &ranularity (e&
keyord level) and optimi*ation of C1C vs! C;5
/e&mentation, lifecycle mana&ement, content,
automati*ation
/ales and 7usiness Development
processes
:ocusin& on daily mana&ement of sales and business
development funnel in /ales:orce
-ocket 6perations Mana&ement /ystems +mprovin& efficiency in operations
;andin& pa&es, onsite search, onsite sortin&,
personali*ation, multivariate testin&
8- Continuous recruitin& of central and local founders, 2
nd
level mana&ement talent and functional e$perts
)rocess
ROC*E! /E!"RES S!AR! %ROM DA3 OE 2I!+ +I.+CRESOL"!IO RE)OR!I.
ACROSS ALL B"SIESS %"C!IOS, %ACILI!A!I. S3S!EMA!IC O)!IMILA!IO
24
Marketing !ools
Onsite Analytics
Sales !ools
CRM !ools
Ot(er data sources
Backend Systems
6rders
'e Customers
L
+mpressions E Clicks
Costs
L
5isits ith ori&in
6nsite conversions
!!!
7i* dev data E funnel
/upplier base
L
Contacts ith ori&in
Costs
L
1pp donloads
6perations, .-, etc!
L
RE)OR!S Daily 2eekly Mont(ly
Marketing
Onsite
CRM
Mo,ile
Apps
SEO
4
Reporting Input; *ey Metrics
pulled automatically from venture and third
party systems
Output; Automated *)I Reporting
and benchmarkin& across all ventures and
functions
Data 2are(ouse
for each 5enture
)rocess
Impact OApril 610@P
RE/
COS!
CAC
Efficiency increased significantly;
CAC on a#g& C617, hile revenue
as increased and cost ere
decreased
O#erall Q0117 more re#enue $(ile
returning to (ig(er initial efficiency
from %e,ruary
SEM Mar to Apr
O%e, inde-ed to 011P
Cost Mar Apr MoM
Country1 112 C? -123
Country7 1=4 1<2 -43
CountryC 1=2 1=2 53
CountryD 1?0 121 -673
Re#enue Mar Apr MoM
Country1 1@2 1@@ 83
Country7 1=@ 1?0 13
CountryC 1?@ 22< 863
CountryD 10@ C4 -183
CAC Mar Apr MoM
Country1 10= @2 -663
Country7 101 C4 -93
CountryC 144 110 -683
CountryD 14? 11C -173
Solution
Efficiency Attack; -ocket
supported venture to optimi*e
efficiency ith 2 key measures
-ocket /earch
.n&ine Marketin&
e$pert on the
&round at venture
from be&innin& of
1pril
-estructurin& of
/.M to focus more
on specific search
Mueries (e& NshoesO
%P Nred 'ike
sneakersO)
-oll out of -ocket
tool (N-omeoO)
that automatically
optimi*es tar&etin&
for /earch .n&ine
Marketin&
E
E
/ource> -ocket 6nline Marketin& -eportin& 2<
EHAM)LES %OR DA!ACDRI/E O)!IMILA!IO O0R6P
6';+'. M1-K.T+'0
)rocess
)ro,lem OMarc( 610@P
COS!
Increase of customer ac?uisition
cost OCACP in Searc( Engine
Marketing OSEMP c(annel ,y Q617
relati#e to %e,ruary
Cause> 5enture increased
investment into /.M
RE/
CAC
SEM %e, to Mar
O%e, inde-ed to 011P
Cost %e, Mar MoM
Country1 100 112 183
Country7 100 1=4 423
CountryC 100 1=2 463
CountryD 100 1?0 :53
Re#enue %e, Mar MoM
Country1 100 1@2 963
Country7 100 1=@ 493
CountryC 100 1?@ :93
CountryD 100 10@ 93
CAC %e, Mar MoM
Country1 100 10= 43
Country7 100 101 13
CountryC 100 144 223
CountryD 100 14? 2:3
Impact Oo#em,er 6108P
6ne month later load times of all
ventures ere pushed belo critical
threshold of @ seconds
On a#erage page load time
decreased ,y 817, ma-imum
impro#ement of 9 seconds OSP
o# 08
/enture
)age Speed in
seconds
5enture1 2,<
5enture2 2,=
5enture2 4,2
5enture4 4,2
5enture< 4,=
5enture= <,0
5enture? <,0
5enture@ =,1
/enture B =,8
/enture 01 =,9
/enture 00 =,<
/enture 06 =,B
C817
Solution
Rocket e-perts and #enture
team immediately de#eloped
an action plan to get page load
time ,elo$ > seconds $it(in @
$eeks
More than 20 chan&es to the
venture"s ebsite and content
mana&ement processes ere
proposed
All c(anges $ere implemented
,y #entures in 6 $eeks
0,0
<,0
10,0
1<,0
C
#
4
0
C
#
4
2
C
#
4
4
C
#
4
=
C
#
4
@
C
#
<
0
C
#
<
2
C
#
2
C
#
4
)age Load !ime of
/enture 06 OsecondsP
+mplementation starts
EHAM)LES %OR DA!ACDRI/E O)!IMILA!IO O6R6P
9/.- .I,.-+.'C.
)ro,lem OOcto,er 6108P
/entures e-ceeded t(e critical
Rocket t(res(old of > seconds
Cause> QheavyN ebsite (not
because of last mile4)
,roblem> Q1 second lon&er pa&e
load time means CA loer
conversionN
/ource> 'e -elic -eal 9ser Monitorin&
)rocess
2=
Oct 08
/enture
)age Speed in
seconds
5enture 1 2,C
5enture 2 4,0
5enture 2 4,2
5enture 4 4,C
5enture < <,0
5enture = <,0
5enture ? <,2
5enture @ =,@
/enture B >,B
/enture 01 B,1
/enture 00 B,<
/enture 06 06,B
EHAM)LE
;19'C8+'0 8.;,;+'0 +' @0 D1B/
0 01 61 81 @1 91 <1 =1 >1 B1 011 001 061 081 0@1 091
'an 01; Decision to launc( +elpling
'an 61; %ounders Ioin
%e, 0>; +ead of
Operations Ioins
Mar 6B; LI/E in Berlin
Mar 81; %irst apartment in Berlin cleaned
Apr 01; LI/E in +am,urg, Munic( 5 Cologne
Apr 81; LI/E in
DTsseldorf,
%rankfurt 5
Stuttgart
'an 81; De#elopment of
$e,site starts
Days
2?
LA"C+
)rocess
May 60;
LI/E in
Austria
2@
!EC+OLO.3 A! ROC*E!
9nparalleled e$perience in scalin&
orld%class +nternet businesses
Deep technical and operational
e$pertise
8i&hly structured D best
practices
Centrali*ed +, ith
re&ional e$ecution
:oundin& 2%= ne
ventures on avera&e p!a!
Consistent returns across
portfolio vinta&es
,redictable and repeatable
,artnerships and frameork
a&reements
,rovision of shared services to
Gump start ne businesses
0
6
@
8
*E3 )RICI)LES %OR B"ILDI. !EC+OLO.3 A! ROC*E!
2C
!ec(nology
Sta,ility
#ithout sin&le
points of failure
(R10 min
dontime per
month)
Scala,ility
1rchitecture
build to run
&lobally and
scale to millions
of users
Speed
6ptimi*ed for
very fast user
response times
under hi&h
traffic (P10k
concurrent
users)
Security
Central security
policies and best
practice
implemented
from the start
)RO)RIE!AR3 2ORLDCCLASS !EC+OLO.3 )LA!%ORMS %OR O"R !+REE
%OC"S SEC!ORS
20
eCommerce )latform %intec( )latform Marketplace )latform
"sed ,y all Rocket eCommerce s(ops
;ive ith J<0 ebsitesDapps
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Mobile 1pps
)o$ering RocketAs classifieds #entures
;ive ith J<0 ebsites
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)o$ering RocketAs financial tec(nology
#entures Lendico and Lencap
;ive ith 10 ebsites
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%ast 5 Efficient
'e countries can be setup
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Simple 5 E-tenda,le
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beteen -ocket CT6s orld%
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!ec(nology
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22
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-ocket +nternet"s si*e and
netork attracts best talent
Dedicated in%house tech
recruiters
#orldide search, intervie
and test process
6@1 engineers (ired in t(e
last 6 years
!ec(nology
IDE)EDECE *IC*O%% LA"C+ )ER%ORMACE
-eal%time calculation of system
health based on hundreds of
K,+s for all ventures
24D? team centrally monitors
health level
/tron& focus on pa&e
performance and security
Monitoring
698 sites monitored
6@ different monitoring
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6> tec( teams $ork $it(
Rocket platforms
6nsite trainin& for all teams
Clearly defined hand%over
milestones
:ormal license a&reements ith
full +, onership and full
freedom to adapt code
Empo$erment !eam Building
!+E SCALE O% ROC*E!AS )LA!%ORM
24
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Marc( 610@
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/ource> 1dords (Do #estin& E 8ome 24), 0oo&le Keyord Tool, :7, 0oo&le 1nalytics
-ocket C-M systems, 1pril 2014
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@BE !O!AL /ISI!S !O ROC*E! /E!"RES SICE 61004
Mont(ly /isits at Rocket /entures
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4 AD LA"C+ES O% ") !O 0< E2 CO"!R3 2EBSI!ES )ER MO!+
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!ec(nology
A S!RO. ECOS3S!EM O% COMMERCIAL AD S!RA!E.IC )AR!ERS
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Regional Strategic )artners
/ource> -ocket +nternet, Delta ,artners
1
1s of 2012
2
1s of 1< May 2014
2
1s of 2012
7ecame strate&ic investor in ;a*ada
,rovides online shoppin& in e!&! Thailand and Malaysia
/tren&thenin& its eCommerce capabilities hile reinin& in spendin& on store e$pansion
-evenues
Market Cap
S??!@ 7n
(1)
S2C!2 7n
(2)
12 markets
<20,000
employees
?< MM
shoppin& tripsD
eek
SC!= 7n
(1)
S2@!? 7n
(2)
Connectin&
more than 204
MM people
P 22 countries
across 1frica
and the Middle
.ast
2?,000
employees
SC!? 7n
(1)
S1C!C 7n
(2)
2@A of
revenues
&enerated in
emer&in&
markets
P 120 countries
2<,000
employees
S2!@ 7n
(1)
S?!4 7n
(2)
P<1!= million
mobile
subscribers
P2!0 million
homes passed
P?!2 million
M:/ customers
S11!1 7n
(2)
6utlets in 1@
countries
4,24= stores
@2,@2=
employees
S0!2 7n
(1)
S?,@=1 MM
(2)
P <0 si&nificant
stake
investments
P @0 countries
P C0,000
employees
S=!@ 7n
(1)
SC!4 7n
(2)
Customer base
of P C= MM
:ocus on
Middle .ast E
'orth 1frica E
1sia ,acific
Key :acts E
:i&ures
!ec(nology
B"DLI. O% )"RC+ASI. )O2ER AD /OL"ME ACROSS )OR!%OLIO )RO/IDES
ASCE! AD MA!"RE ROC*E! COM)AIES 2I!+ IM)RO/ED COMMERCIAL !ERMS
2@
)ricing
E-tended payment terms
Ma-imum fle-i,ility
Impro#ed ser#ice le#el
)referred access
!" other partners
E
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!ec(nology
2C
O"R D3AMIC )OR!%OLIO )I)ELIE
9nparalled e$perience in scalin&
orld%class +nternet businesses
Deep technical and operational
e$pertise
8i&hly structured D best
practices
Centrali*ed +, ith
re&ional e$ecution
:oundin& 2%= ne
ventures on avera&e p!a!
Consistent returns across
portfolio vinta&es
,redictable and repeatable
,artnerships and frameork
a&reements
,rovision of shared services to
Gump start ne businesses
0
6
@
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ROC*E! I!ERE! 2ILL CO!I"E !O SCALE B"SIESS MODELS .LOBALL3
ACROSS I!S *E3 SEC!ORS AD RE.IOS
40
Marketplace %inancial !ec(nology eCommerce
Russia
Asia )acific
Latin America
Middle East 5
Africa
Europe
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'ote> 1bove venture list is not comprehensive!
2(y In#est in Rocket InternetM
2E +A/E !+E )EO)LE, )ROCESSES, )LA!%ORM AD )I)ELIE
!O CREA!E MASSI/E /AL"E
41
Addressing a Massi#e and %ast .ro$ing Market Opportunity
A,ility to Reac( O#er 0 Billion Internet and O#er 8 Billion Mo,ile "sers Across t(e 2orld
2ell )ositioned to Capture Increasing Consumer Spend in Emerging Markets
Successful Blueprint for Creating, Building and Scaling Companies Rapidly
.lo,al E-ecution Capa,ilities )aired 2it( Regional E-pertise Dri#ing Repeata,le Success
Strong Ecosystem of Strategic )artners Across t(e 2orld
Disciplined *)I Dri#en Approac( to Deploying Capital Efficiently
)ro#en !rack Record of Successful E-its .enerating Attracti#e Returns for In#estors
E-perienced, Committed and E-tremely )assionate Leaders(ip !eam









42
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