Investor Presentation • Feb 9, 2022
Investor Presentation
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The Information included in this presentation does not purport to be comprehensive or to contain all information on GoTo Global Mobility and its subsidiaries (the "Company"), and its business, and is given to you only for the provision of general, concise and preliminary information.
The information included in this presentation does not substitute for reviewing information about the Company and its business included in SHAGRIR GROUP VEHICLE SERVICES LTD financial reports as published on www.magna.isa.gov.il.
This presentation includes forecasts, estimates, assessments, and other information pertaining to future evets and/or matters. No representation or undertaking is given regarding the realization or reasonableness of any forecasts regarding the future chances of the Company. The forward-looking information in the presentation, as defined in the Securities Law, 5728-1968, may not materialize, in whole or in part, or may appear differently than expected, or may be affected by factors that cannot be assessed in advance.
This presentation is not an offer nor invitation to buy or subscribe for any securities of the Company. This presentation and anything contained herein is not a basis for any contract or undertaking and are not to be relied upon in such context. The information provided in the presentation is not a basis for the making of any investment decision, nor a recommendation or opinion, nor a substitute for the discretion of a potential investor.
This presentation has been prepared to provide preliminary information about the company to a limited number of prospective sophisticated and experienced investors, to assist them in determining whether they have an interest in investing in the company. No legally binding obligations will be created, implied, or inferred from this presentation.
The information in this presentation, which does not purport to be comprehensive, has not been independently verified as to accuracy or completeness by the Company. The presentation does not constitute or serves as a substitute for an audit, due diligence, or a similar review. It also does not purport to give or serve as a substitute for legal, tax, or financial advice.
With the exception of trademarks owned by the Company and/or trademarks which the Company has rights to use, any trademarks mentioned in this presentation are the property of their owners and are used in the presentation for the sole purpose of understanding the context.


After the presentation




620 EV Cars 720 Cars 3,750 EV Mopeds 750 EV Micromobility
~2.8M
Trips
Rides per User 4 Vs. monomodal
Revenue per User 4 Vs. monomodal
Retention5 Vs. monomodal
~450K Registered Users
4 Madrid and Malta avg Multimodal Active users who did at least 1 ride per month 5Madrid and Malta Multimodal Active Users (users that did +1 ride in 2021)

\$12M1 \$23M 20 21 22 \$35M2 Revenues
~75K Monthly Active Users3

12020 revenues exclude emmy's #s
2 2022 forecast revenues include adding/growing services in our existing countries, without opening new countries
3 Monthly Active users Q3 2021 average data

https://tfl.gov.uk/modes/driving/congestion-chargehttps://nypost.com/2019/04/08/london-has-started-taxing-older-cars-to-help-fight-air-pollution/ https://www.theguardian.com/cities/2018/nov/30/its-the-only-way-forward-madrid-bans-polluting-vehicles-from-city-centre
https://www.thelocal.it/20200514/italy-offers-city-dwellers-up-to-500-to-buy-a-new-bike/
https://slate.com/business/2021/09/paris-cars-bicycles-walking-david-belliard-anne-hidalgo.html
https://www.haaretz.com/israel-news/.premium-cabinet-to-impose-toll-on-cars-entering-tel-aviv-beginning-2024-1.10080993

*Global shared mobility market forecast 2021-2028, Statista, April 2021. Includes: rail, public transportation, ride hailing, ride pooling, car sharing and micro mobility sharing, car rental







GoTo addresses diverse user needs by providing a one–stop-shop multimodal mobility service



HIGH CAC


LOW CAC


CAC CAC

GoTo's loyalty and rewards keep users in the service.




emmy Tier eddy evosharing felyx franke rhingo stella
Hamburg Business area: 77 km² 800 mopeds 65k reg. customers
Berlin Business area: 120 km² 1.540 mopeds 161k reg. customers
Munich Business area: 59 km² 700 mopeds 71k reg. customers


Survey conducted by Emmy of their users in Hamburg.
\$13
1

\$52
2 +300%
Moped Multimodal
Monthly ARPU
1Moped ARPU of Emmy Active Riders in Hamburg avg 2021. 2Estimated Multimodal ARPU for once emmy becomes multimodal. It's based on Spain and Malta's conversion ratio from monomodal to multimodal









Connecting any vehicle type, enabling user monetization and generating operational efficiency

Former CEO and partner of Pioneer Israel, opened five new business lines and launched 20 additional brands. MBA and MA in philosophy from Tel Aviv University

Former BlaBlaCar Expansion and Business Development Manager. Launched and managed a taxi hailing app. Has 10 years in mobility, lived and worked in 7 countries and speaks 5 languages. MA from LSE.

Former EY financial executive, experienced in managing large accounting operations at hypergrowth companies. Certified Public Accountant (CPA). MBA from Tel Aviv University
Experienced business leader in advertising, food service, tech and automotive. Held the role of CEO of a McDonald's Developmental Licensee, a Technology Investment company and a Toyota Dealership Group.


Former head of global marketing at Gett, in charge of EMEA markets, and former Global Marketing Director at Appnext. MBA in marketing and strategy from Tel Aviv

University
Strong technical leader with over 20 years of experience managing technical teams and building enterprise software products. Leads the development of GoTo in-house tech platform
Product leader with over 20 years experience as Co-founder and VP Product of QuiCargo, A Labs Venture, Pronovo, Pelephone Roni has a BA in Business Administration.


Experienced market leader, delivering growth strategies in the beverage industry, where she held diverse positions, most recently as CM of Carlsberg in Mexico and then Spain. Lived in 5 countries and speaks 5 languages.
Former Chief Market Place and Growth Officer at Gett (4 yrs) and Director of Marketing at Coca Cola (9yrs). She has an MBA in marketing and a BA in Communications.
Co-founder and CEO of Emmy moped sharing. MSc in Industrial Engineering and Business from Technische Universität Berlin.

Former Director of Operations and Finance of QuiCargo, MBA and BA in Economics and Management. Lived in 5 countries.




Co-founder and CEO of Emmy moped sharing. MSc in Industrial Engineering and Business from Technische Universität Berlin.






Co-founder of DBSI Private Equity Group ("DBSI") with investments in businesses with exits of above \$1BN. GoTo Chairman

Founded the leading co-working company, WeWork, in 2010. It operates in 120 cities with 800 co-working spaces.

A leading importer and distributor of international car brands, the Ungar family has vast experience in the maritime and automotive.
Highly reputable investors coming from the automotive, technology and shared economy world

D² Equity Partner is the private investment vehicle of a Stuttgartbased family of entrepreneurs.

Founded in 1997 IBB Ventures is one of the most active and most experienced VC investor in Germany.

First investment company in the German-speaking region that focuses on the social impact of companies, founded in 2003.



Expanding into new Markets

Converting Berlin and Hamburg into Multimodality and continuing our expansion
Subscription vehicle Multi asset routing RoboTaxi


Business mobility suite Priority & better planning Usage & sustainability reports

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