Download - Tweetalicious investor presentation
Connecting consumers & brandsFebruary 29, 2012
2
“I’ve been using Tweetalicious since its
beta launch because it’s an easy and fun
way to discover content from the brands I
love.”
- @minderblender
“Like any mass media with growing
content, the key to unlocking value is
giving the consumer a way to tune in
content. Tweetalicious was smart enough
to apply that thinking to commercial
content as well.
- VC or Analyst
“Tweetalicious has been an effective
complement to our search and email
marketing spend, and as a result, helps us
compete with the Amazon juggernaut.”
- Retailer
“Our CPI and CPE ad model is starting to
gain traction now that we’ve crossed
500,000 users. We’re on the edge of
massive scale.”
- CFO
18 months from now…
3
What we’re solving
Relevance and control: Connecting consumers & brands
100+ MM active Twitter users
250+ MM Tweets a day
Thousands of retailers on Twitter
79% of consumers use social for offers and discounts
4
This is Tweetalicious
5
What is Tweetalicious?
First shopping discovery engine on Twitter
Creating a new category on Twitter
Retailers can engage directly with shoppers
Discovery is huge on the Web and no one is doing it on Twitter• Like StumbleUpon only discovery on Twitter
• Unlike StumbleUpon focused on shopping vertical
Targeting new Main Street Twitter users, not geekorati
6
Strong founding team
Founding team with success working together • CEO experience w/ LinkedIn, eBay and GSI Commerce
• CMO & CTO successful building a SaaS application from zero subscribers and revenues to a 7-figure run rate
Board of advisors experience:
Don Albert Siva Kumar Brock Weatherup Brad Stevens
7
A big market: discovery on Twitter
20 MillionStumblers
Twitter’s first year serving promoted tweets in 2010 made $45 MM in revenue
• Expected to reach $150 MM in ad revenue this year and projected to be $400 MM in 2013
Roughly 500,000 new Twitter users daily 100 MM+ active users
• 10% using Tweetalicious 18 MM annual users $40 MM
8
How do we win?
Address the need for discovery on Twitter
Target the promoted Tweet market
Build the right advertising model
Move fast to keep 1st mover advantage as lifestyle Twitter channel where shopping is social, recreational and fun
Improve content offerings in Clothing, Shoes & Accessories category and other important shopping categories
Invest in new products that attract the widest audiences
9
Financial projections
Hybrid ad model: $0.10 Base CPI + $5.00 CPE
Advertising triggers once we reach 500,000 users in Year 2
Year 1 Year 2 Year 3 Year 4 Year 5 $-
$50,000,000
$100,000,000
$150,000,000
$200,000,000
$250,000,000
$300,000,000
Expense Income
Year 1 Year 2 Year 3 Year 4 Year 5Income -$ 5,038,786$ 40,826,021$ 111,383,895$ 282,421,546$ Expense 881,472$ 3,868,344$ 9,911,102$ 19,704,152$ 31,683,919$ Net Income ($881,472) $1,170,443 $30,914,920 $91,679,743 $250,737,627
10
How do we win?
Address the need for discovery on Twitter
Target the promoted Tweet market
Build the right advertising model
Move fast to keep 1st mover advantage as lifestyle Twitter channel where shopping is social, recreational and fun
Improve content offerings in Clothing, Shoes & Accessories category and other important shopping categories
Invest in new products that attract the widest audiences
11
Product pipeline
Mosaic• Scrapbooking approach
to snacking on Twitter content
Merchant Portal• Brand, retailer, merchant
and media partnerships to drive unique content
Mobile apps
12
Asking$500,000for 15%
…Today