podim 2016 | tv ads for startups – how to reach the next level!
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| Page 23 February, 2016 | | Page 2
Agenda
ProSiebenSat.1 Group – Media Corporation and Digital Powerhouse
P7S1 Accelerator – Get on TV
| Page 2
| Page 33 February, 2016 | | Page 3
P7S1 Group – leading across TV, Digital & Production
1) #1 by audience share in Germany (A14-49y) and Austria (A12-49y); 2) 9M 2014 according to Nielsen Media Research;
3) Studio71 is #1 MCN in Germany; CollectiveStudio71 is top 5 globally; 4) Etraveli is the #1 flight player in the Nordics. SVoD market
Germany, according to GfK; 5) Mobile and PC games publishers in Europe, excluding direct publishing by developers, P7S1
estimates.
Broadcasting
German-speakingDigital & Adjacent
Content Production
& Global Sales
1
2
3
65
#2Top
3
#1 #1Top
104
EUR 262mEUR 2,152m EUR 846mRev.
2015
Total Revenues: EUR 3,260m
| Page 43 February, 2016 | | Page 4
From a Penny Stock to a DAX company:
We have continuously grown since 2009
Note: CAGR calculated based on annual growth rates of continuing operations at the time
[in EUR m]
926847790745725665498
2010 2011
2,051
2015
2,199
20142013
3,261
2012
2,3562,605
2,876+9.2%
1,922
2009
External Group revenues
| Page 4
CAGR:
Rec. EBITDARevenues
| Page 53 February, 2016 | | Page 5
In Germany TV is by far the leading medium
Basis: TV viewers 3+; Internet users 2+; March 2015
Source: AGF in cooperation with GfK/TV Scope/Nielsen Netview/B4P/SevenOne estimates
Monthly net reach & usage duration
Usage
(hrs/month)
50%
Monthly net reach
100%
120100806040200
Internet
Private TV Total TV
| Page 6| Page 6
Where does the TV media come from?
Strategy is to become
more independent from
classic ad income and to
invest in new digital
business models
TV ad inventory
that can be
utilized for
digital
investments and
cooperation
“Traditional” inventory sold to
advertisers by SevenOne Media
| Page 73 February, 2016 | | Page 7
How we structure Media deals with startups
Equity
Revenue share
Minimum guarantee
What we get from M4R/E deals
| Page 93 February, 2016 | | Page 9
Agenda
ProSiebenSat.1 Group – Media Corporation and Digital Powerhouse
P7S1 Accelerator – Get on TV!
| Page 9
| Page 11| Page 11
The P7S1 Group has the possibility to push startups through
TV and portfolio power
Reach
42m households
Network
Global portfolio
Branding
44% of TV ad market
Support young digital companies
to become trusted brands
| Page 12| Page 12
Therefore, the Accelerator setup includes EUR 500K of
TV media volume and a top-tier VC network
25K Investment
(Convertible Note)Top
VC Network
500K Media
(30% Yield)Berlin Office &
Coaching
Investment package 500K TV media volume +
25K cash
Convertible note structure to simplify
Strong VC network
Top tier VCs
recently joined
(Accel/Index)
Office
Rungestraße
Mentoring from
world-class experts
10 teams selected into program p.a.
| Page 13| Page 13
Great performance since start of the Accelerator
Current
portfolio value
~3x
Number of
assets
Acceptance
rate
Number of
mentors
38 150+ <2%
| Page 14| Page 14
Investment focus of P7S1 Accelerator is on
DACH region and B2C businesses
Geographical focus Industry focus
Primarily invest in European companies
Targets need to have market presence in
DACH region to benefit from P7S1's reach
(42M households)
We only invest in companies that have a highly
scalable product/service for a mass market
E-Commerce, FinTech, Entertainment, Health
B2C
| Page 15| Page 15
But, TV advertising only makes sense when a company has
reached a certain level of maturity
Minimum requirements
for TV advertising
TRACTION
REVENUE
MASS MARKET
| Page 16| Page 16
We have built a diversified portfolio
| Page 17| Page 17
Selection of succesful startups from our previous batches
Robotics toy system
Received seven-digit
follow-on funding
Global media coverage
Received seven-digit
funding (500Startups,
Redalpine, Earlybird)
Market leader in DACH
Part of Europe's leading
FinTech incubator
(FinLeap)
Series B in Q2 2016
Revenues of EUR 7M in
2015
Presence in >1,000
supermarkets
Online wealth
management
Mobile smart
insurance brokerMonthly food
subscription box
| Page 18| Page 18
Top-tier VC network supports with selection, coaching, and
funding of portfolio companies
| Page 19| Page 19
p7s1accelerator.com
The next batch starts in September –
application deadline is in July
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