For personal use only FROM ONLINE CLASSIFIEDS TO TRANSACTIONS WILD DIGITAL CONFERENCE PRESENTATION MAY 24 TH , KUALA LUMPUR
For personal use only FRONTIER DIGITAL VENTURES – OUR PORTFOLIO Owns companies based in some of Frontier adds significant expertise Current focus on acquiring stakes the world’s fastest growing GDPs in strategy and execution to all 15 in early stage, locally-based and rates of internet penetration. portfolio companies operating companies Central America Africa Asia FRONTIER DIGITAL VENTURES 2
For personal use only FRONTIER DIGITAL VENTURES – OUR BUSINESS A leading operator of online classifieds businesses in frontier markets worldwide INVESTMENT HIGHLIGHTS > > The leading global operator of Portfolio of 15 online classifieds online classifieds businesses in businesses rapidly progressing frontier markets towards monestisation FRONTIER DIGITAL VENTURES 3
For personal use only FRONTIER DIGITAL VENTURES – OUR BUSINESS INVESTMENT HIGHLIGHTS > > Zameen has already increased in Significant opportunity to value by more than 5x on the monetise the v2.0 online investment to date classifieds model evolution > > Frontier’s subsequent 14 Target geographies are investments are following the experiencing some of world’s successful Zameen blueprint fastest growing GDP per capita and internet penetration > Management team has a proven track record of success at REA Group and iProperty FRONTIER DIGITAL VENTURES 4
For personal use only ONE OF THE GREAT ONLINE BUSINESS MODELS ONLINE At it’s core the basic CLASSIFIEDS business model has has proven to be remained largely an enduring global unchanged for success, albeit on a 20+ years market by market basis FRONTIER DIGITAL VENTURES 5
For personal use only WHY? Because it’s highly profitable … particularly in developed countries High GDP provides deep and extremely valuable advertising markets However… Just ‘advertising’ has its economic limits and is no longer the holy grail FRONTIER DIGITAL VENTURES 6
For personal use only EVOLUTION AND INNOVATION IN DEVELOPED MARKET PORTALS Home Valuation Property Home Property Services / Mortgages Transaction Moving & Data Advertising Inspections Management Design FRONTIER DIGITAL VENTURES 7
For personal use only EMERGING & FRONTIER MARKETS $ $ $ $ $ Home Valuation Property Home Property Services/ Mortgages Transaction Moving & Data Advertising Inspections Management Design $ $ $ Monetising $ $ FRONTIER DIGITAL VENTURES 8
For personal use only WHERE IS EVOLUTION AND INNOVATION LEADING US? Online advertising revenue no longer the prize. Transactions are the new destination. Why? 1 2 The economic value of transactions is Emerging and frontier markets have to between 7 to 12 times the value of innovate to survive. advertising. > Lower GDP means smaller ad markets > For every $1 spent on advertising $7 > Need to look for more revenue to $12 is generated in commissions sources to thrive FRONTIER DIGITAL VENTURES 9
For personal use only TRANSACTIONS The destination for online classifieds $ $ $ $ $ Home Valuation Property Home Property Services / Mortgages Transaction Moving & Data Advertising Inspections Management Design $ $ $ Monetising $ $ FRONTIER DIGITAL VENTURES 10
For personal use only FRONTIER MARKETS ARE LEADING THE WAY Unique characteristics of Frontier markets Lower levels of trust Smaller advertising Lower levels of between buyers and markets governance sellers Being closer to the Portals are market Becoming an Transaction is now forming intermediary a reality FRONTIER DIGITAL VENTURES 11
For personal use only EMERGING MARKETS NOW BEING DISRUPTED Unique characteristics of Emerging markets Functional advertising Relative sophistication Attractive opportunity markets driven my mobile for ad revenue Leaving open the All out war lowering opportunity for Emerging markets are the value of the transaction focused now being disrupted… ‘advertising’ prize market entrants FRONTIER DIGITAL VENTURES 12
For personal use only OUR PARTNERS More than just advertising… transactions! FRONTIER DIGITAL VENTURES 13
For personal use only
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