Axial 2H 2015: More Needles, Less Hay.

Town Hall – June 2015

Organize the capital market for the world’s private companies.

Let’s remember where we’re headed.

GLOBALLY.

The Private Markets pre-Axial

Making Progress: 800 NDAs, 50 LOIs monthly, online.

The Holy Grail: “All Needles, No Hay”

WHAT’S THE PATH TO THE HOLY GRAIL LOOK LIKE?

The 3 Principles of Our Product Strategy

Be the best way to send and receive deals on the planet. Liquidity

An online profile for every mid-sized company and every deal professional

Network Ubiquity

Leverage network & activity to offer critical information to every member

Engagement

1

2

3

Products

Company Overall

Customer Health

GTM + Network

Recommendation Interface 2.0

MobileLaunch

Search Interface 2.0

Deal List Launch Mobile 2.0 Launch

Awaiting Review 2.0

Mobile 3.0 LaunchDeal List 2.0 Launch Axial for CEOs 1.0

Member Profiles

New MRR

“x” Connections

“x” 3M EBITDA Deals

70% L3M URR

2,400+ NDAs Signed 400+ Mobile Downloads

“x” IBA customers sending deals

1000+ Mobile Downloads

% of Campaign owners pursuing L30D

409-A

“x” Connections

“x” 3M EBITDA Deals

70% L3M URR

% of Campaign owners pursuing L30D

“x” Connections

“x” 3M EBITDA Deals

72% L3M URR

% of Campaign owners pursuing L30D

“x” Connections

“x” 3M EBITDA Deals

75% L3M URR

% of Campaign owners pursuing L30D

“x” Connections

“x” 3M EBITDA Deals

76% L3M URR

% of Campaign owners pursuing L30D

“x” Connections

“x” 3M EBITDA Deals

77% L3M URR

% of Campaign owners pursuing L30D

“x” Connections

“x” 3M EBITDA Deals

77% L3M URR

% of Campaign owners pursuing L30D

85% L3M NDR

New MRR

85% L3M NDR

New MRR

87% L3M NDR

New MRR

85% L3M NDR

New MRR

87% L3M NDR

New MRR

87% L3M NDR

New MRR

87% L3M NDR

New MRR

90% L3M NDR

“x” Connections

“x” 3M EBITDA Deals

68% L3M URR

% of Campaign owners pursuing L30D

New York Summit

Companies Consolidated

Process

Customer Engagement

Automation - Owner

Chicago Summit

August Promotion!

Customer Engagement

Automation - BrokerAxial for Advisors

Lead scoring to MOA/ Sales team

CONCORD

Deal List: Make One!

Business owner scaling….

Toronto Summit

Axial Inbox!

Business owner scaling….

New York (we’re back)

Database Overhaul

December Promotion

Atlanta Summit

Middle Market Monday!

Member Profile Launch

Boston Summit

Inbound revamp

Customer Engagement

Automation - Paid

Synchronized Key Milestones for 2H 2015

902

Search Taxonomy

Axial is the best way to source deals in the middle market.

– Predictable quantity and timing of relevant connections and deals.

– The largest network of middle market professionals.

– Products that 10x my business development productivity

For Capital Providers

Axial is the easiest fastest way to build buyer lists and market deals.

– Deal marketing with Axial is easy and makes me look good

– Buyers now prefer it when I use Axial

Axial is a great place to connect with relevant CEOs.

– Find, connect, and be found by business owners that are ready (or close to ready) to transact.

For Bankers

Axial is the best way to drive interest for their “larger listings”.

– Easily create and grant access to deals, and generate interest quickly.

– Buyers love it when I use Axial.

For Business Brokers

Axial gives me the education, tools, and network to find capital, find bankers, and grow through acquisitions.

– Safe differentiated environment to research, vet and engage with relevant advisors and capital providers

For CEOs

“Just pull them up in Axial to see what they’re all about and their deal history”

“Axial is the best way to share a deal. Best matches, best response rates, integrated reporting and export tools. I get deals done much faster and with one less associate.”

“Axial has become my inbox for all dealflow. Everything I get goes there or I forward it there. I can sort from there, export to SFDC, bulk-reply, sort intelligently, sign NDAs. It’s infinitely better than dealing with it in email. Plus there’s a mobile app so it works everywhere.”

Success Sounds Like

Search

Send

Receive

“Just pull them up in Axial to see what they’re all about and their deal history”

“Axial is the best way to share a deal. Best matches, best response rates, integrated reporting and export tools. I get deals done much faster and with one less associate.”

“Axial has become my inbox for all dealflow. Everything I get goes there or I forward it there. I can sort from there, export to SFDC, bulk-reply, sort intelligently, sign NDAs. It’s infinitely better than dealing with it in email. Plus there’s a mobile app so it works everywhere.”

Success Sounds Like

Search

Send

Receive

Recommendation Interface 2.0

MobileLaunch

Search 3.0 Launch

New MRR

70% L3M URR

2,400+ NDAs Signed

% of Campaign owners pursuing

L30D

70% L3M URR

% of Campaign owners pursuing

L30D

New MRR New MRR

68% L3M URR

% of Campaign owners pursuing

L30D

Companies Consolidated

New York Summit!

Mobile Adoption

Updated Liquidity Process

Inbound Revamp

Customer Engagement

Automation - Paid

What I’m Looking For This Summer

Products

Company Overall

Customer Health

GTM + Network

Set up for network scale

Increasingly healthy member base

Relaunch: Search + Send

Mobile: launch “Receive”

One company on one floor in one amazing office

902

85% NDR85% NDR 85% NDR

Questions?