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Raymond James Technology Investors Conference | December 4 – 6, 2017 | The Westin New York Grand Central Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public Companies COMPANY RJ ANALYST DESCRIPTION HIGHLIGHTS Alkami Johnson Provides online and mobile banking solutions for credit unions and banks. Cloud-based platform provides financial institutions with an elegant UI for their clients. 80 clients and 4.1M users During 2016, increased live client base by 38% 66th fastest growing company in North America ARM Caso The world’s leading semiconductor IP company, having shipped 100B Arm-based chipsets worldwide into the smartphone, computing, industrial and IoT sectors Revenue of $1.4B; EBITDA of $619M 85% market share in mobile computing Acquired by Softbank September 2016 Asana Peterson Project and task management application that facilitates team communication and collaboration, allowing teams to collaborate with less friction and produce great results Led by Facebook co-founder Dustin Moskovitz 20,000 paying customers Last round valuation of $600M Cambium McCourt Provider of wireless broadband solutions based on secure WiFi, fixed wireless broadband point-to-point and point-to- multipoint technologies and cloud management software Approximately 7.5M radios deployed in 150 countries $2B in cumulative revenue to-date 2011 carve-out from Motorola led by Vector Capital Carbon Black Turits Provides next-generation endpoint security solutions that enable organizations to disrupt advanced attacks, replace legacy antivirus software and hunt down threats 3,000 customers, including 30 of the Fortune 100 Raised $192M from Kleiner, Sequoia, Highland Last round valuation of approximately $600M Cyxtera Louthan Leading datacenter provider. Combines a modern, hybrid-ready information security fabric with a diverse and distributed footprint of 57 world-class data centers. Formed via a $2.8B carve out from CenturyLink Top 3 global colocation market share 3,500 customers Energous (WATT) McCourt Developer of technologies enabling wire-free, RF-based charging at a distance; charges by surrounding devices with a focused, three dimensional RF energy pocket 76 active customer engagements Strategic alliance with Dialog Semiconductor 250+ US patent applications filed; 54 awarded to-date Finastra Johnson Formed by the combination of Misys and D+H, provides a suite of financial services software, spanning banking, lending, and treasury and capital markets. 48 of the world's top 50 banks use Finastra $2.1B in revenues 10,000 employees Foursquare Kessler Uses location intelligence to build meaningful consumer experiences and business solutions; offers the Foursquare City Guide and Foursquare Swarm apps Roughly 50M monthly active users More than 12B daily "check-ins" across all platforms More than 105M venues mapped around the world Fuze Peterson Cloud-based unified communications platform that enables simplified business voice communications, flexible video conferencing and always-on collaboration Grew subscription revenues 51% y/y in the 1H of 2017 Investors include: Summit, TCV, Wellington Raised $334M; last round valued at $1.4B INFINIDAT Leopold Provider of storage systems that delivers sub-millisecond latency, seven 9s reliability and hyper-scale capacity with a lower TCO than incumbent storage technologies Deployed over 2 Exabytes in production Profitable, with 250% Y/Y revenue growth in Q2 2017 Raised $325M to-date; last round at a $1.6B valuation MarkLogic Turits Operational and transactional Enterprise NoSQL database enabling organizations to integrate their most critical data and build applications on that data. Over 1,000 customers and 250 partners Challenger and visionary in Gartner's Magic Quadrant Annual revenue in excess of $100M The Meet Group (MEET) Kessler Provider of human connection and meeting apps, with a portfolio that includes MeetMe, Skout, Tagged, Hi5, and most recently, Lovoo 2.5M+ daily active users 130,000+ new members per day 60+ million chat messages sent per day Nanigans Kessler Complete software solution for measuring and optimizing cross-channel digital ad spend based on incremental revenue Platform optimizes $700M+ in annual ad spend Platform offers 100+ reporting attributes Raised $33M in total funding nCino Peterson Provides a cloud-based operating solution for the financial services industry leveraging the power and security of the Salesforce platform Over 175 financial institution customers 9 of the top 30 U.S. banks are nCino customers 11 intellectual property patents Octo Telematics Peterson Provider of telematics and data analytics solutions for the auto insurance industry; applies proprietary algorithms to its database of driving and crash data to provide insights Database of 175B miles of driving More than 5.1M connected users Works with over 60 insurance partners Optiv Turits Provider of end-to-end cyber security solutions; helps clients plan, build and run successful cyber security programs More than 12,000 customers Formed from the merger of Accuvant and FishNet Majority owned by KKR Proterra Molchanov Provider of zero-emission heavy-duty vehicles, enabling bus fleet operators to significantly reduce operating costs while delivering clean, quiet transportation Recorded more than 3.3M miles of service 60% market share in the NA electric transit market Raised $372M to-date Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors 1

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Page 1: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Raymond James Technology Investors Conference | December 4 – 6, 2017 | The Westin New York Grand Central

Source: Company website, Crunchbase, VentureSource and Capital IQ.

Summary of Private Companies and Uncovered Public Companies

COMPANY RJ ANALYST DESCRIPTION HIGHLIGHTS

Alkami Johnson Provides online and mobile banking solutions for credit unions and banks. Cloud-based platform provides financial institutions with an elegant UI for their clients.

80 clients and 4.1M users During 2016, increased live client base by 38% 66th fastest growing company in North America

ARM Caso The world’s leading semiconductor IP company, having shipped 100B Arm-based chipsets worldwide into the smartphone, computing, industrial and IoT sectors

Revenue of $1.4B; EBITDA of $619M 85% market share in mobile computing Acquired by Softbank September 2016

Asana Peterson Project and task management application that facilitates team communication and collaboration, allowing teams to collaborate with less friction and produce great results

Led by Facebook co-founder Dustin Moskovitz 20,000 paying customers Last round valuation of $600M

Cambium McCourt Provider of wireless broadband solutions based on secure WiFi, fixed wireless broadband point-to-point and point-to-multipoint technologies and cloud management software

Approximately 7.5M radios deployed in 150 countries $2B in cumulative revenue to-date 2011 carve-out from Motorola led by Vector Capital

Carbon Black Turits Provides next-generation endpoint security solutions that enable organizations to disrupt advanced attacks, replace legacy antivirus software and hunt down threats

3,000 customers, including 30 of the Fortune 100 Raised $192M from Kleiner, Sequoia, Highland Last round valuation of approximately $600M

Cyxtera Louthan Leading datacenter provider. Combines a modern, hybrid-ready information security fabric with a diverse and distributed footprint of 57 world-class data centers.

Formed via a $2.8B carve out from CenturyLink Top 3 global colocation market share 3,500 customers

Energous (WATT)

McCourt Developer of technologies enabling wire-free, RF-based charging at a distance; charges by surrounding devices with a focused, three dimensional RF energy pocket

76 active customer engagements Strategic alliance with Dialog Semiconductor 250+ US patent applications filed; 54 awarded to-date

Finastra Johnson Formed by the combination of Misys and D+H, provides a suite of financial services software, spanning banking, lending, and treasury and capital markets.

48 of the world's top 50 banks use Finastra $2.1B in revenues 10,000 employees

Foursquare Kessler Uses location intelligence to build meaningful consumer experiences and business solutions; offers the Foursquare City Guide and Foursquare Swarm apps

Roughly 50M monthly active users More than 12B daily "check-ins" across all platforms More than 105M venues mapped around the world

Fuze Peterson Cloud-based unified communications platform that enables simplified business voice communications, flexible video conferencing and always-on collaboration

Grew subscription revenues 51% y/y in the 1H of 2017 Investors include: Summit, TCV, Wellington Raised $334M; last round valued at $1.4B

INFINIDAT Leopold Provider of storage systems that delivers sub-millisecond latency, seven 9s reliability and hyper-scale capacity with a lower TCO than incumbent storage technologies

Deployed over 2 Exabytes in production Profitable, with 250% Y/Y revenue growth in Q2 2017 Raised $325M to-date; last round at a $1.6B valuation

MarkLogic Turits Operational and transactional Enterprise NoSQL database enabling organizations to integrate their most critical data and build applications on that data.

Over 1,000 customers and 250 partners Challenger and visionary in Gartner's Magic Quadrant Annual revenue in excess of $100M

The Meet Group (MEET)

Kessler Provider of human connection and meeting apps, with a portfolio that includes MeetMe, Skout, Tagged, Hi5, and most recently, Lovoo

2.5M+ daily active users 130,000+ new members per day 60+ million chat messages sent per day

Nanigans Kessler Complete software solution for measuring and optimizing cross-channel digital ad spend based on incremental revenue

Platform optimizes $700M+ in annual ad spend Platform offers 100+ reporting attributes Raised $33M in total funding

nCino Peterson Provides a cloud-based operating solution for the financial services industry leveraging the power and security of the Salesforce platform

Over 175 financial institution customers 9 of the top 30 U.S. banks are nCino customers 11 intellectual property patents

Octo Telematics

Peterson Provider of telematics and data analytics solutions for the auto insurance industry; applies proprietary algorithms to its database of driving and crash data to provide insights

Database of 175B miles of driving More than 5.1M connected users Works with over 60 insurance partners

Optiv Turits Provider of end-to-end cyber security solutions; helps clients plan, build and run successful cyber security programs

More than 12,000 customers Formed from the merger of Accuvant and FishNet Majority owned by KKR

Proterra Molchanov Provider of zero-emission heavy-duty vehicles, enabling bus fleet operators to significantly reduce operating costs while delivering clean, quiet transportation

Recorded more than 3.3M miles of service 60% market share in the NA electric transit market Raised $372M to-date

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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Page 2: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Raymond James Technology Investors Conference | December 4 – 6, 2017 | The Westin New York Grand Central

Source: Company website, Crunchbase, VentureSource and Capital IQ.

Summary of Private Companies and Uncovered Public Companies

COMPANY RJ ANALYST DESCRIPTION HIGHLIGHTS

R3 Johnson Developer of Corda is an open source, blockchain-inspired distributed ledger platform that removes costly friction in business transactions.

$107M raised from consortium of 40 tier one partners 60+ partners, including HP, Intel and Microsoft Working with 100 financial firms on six continents

Sensor Tower Kessler A leader in mobile intelligence. Developers, analysts, marketing teams trust Sensor Tower to make business decisions and stay ahead in the mobile ecosystem.

Thousands of customers Over 100,000 apps connected directly to the platform Used by 91% of top publishers worldwide

Slice Kessler Provides solutions to online shoppers to track packages, store e-receipts to facilitate returns, save money with price drop alerts and know their online spending

More than 5M online shoppers under measurement Coverage spanning 30+ industry categories Acquired Vibrant Data and Unroll.Me

Sonim McCourt Provider of ultra-rugged, LTE handsets designed for professionals in the public safety, defense sectors and vertical markets requiring ultra-rugged performance.

Well positioned for LMR-to-LTE transition and FirstNet Phones sold by AT&T, Verizon, Sprint, Vodafone Strategic investment from JVCKENWOOD

Udacity Kessler Online learning platform offering credential programs in fields such as artificial intelligence, machine learning, self-driving cars and robotics.

More than 4M registered users on its platform Over 13,000 students enrolled in nanodegrees Last round was completed at a $1B valuation

Unity Kessler Creator of a flexible and high-performance end-to-end development platform used to create rich interactive 2D, 3D, VR and AR experiences

2.4B mobile devices running games made with Unity 34% of the top 1,000 free games are made with Unity Raised over $400M since inception

Vectra Turits Combines cybersecurity with artificial intelligence to automate cyberattack detection and response from data center and cloud workloads to user and IoT devices

5 issued US patents with 14 more patents pending Revenues grew over 200% y/y in Q2 2017 $87M raised from Khosla, Accel and others

Vestmark O'Shaughnessy Provider of wealth management technology and services that enable financial institutions and advisors to deliver holistic advice in line with investor objectives

Services 43 institutions and 25,000 advisors Services $650B in assets across 2M investor accounts Raised $39M; Summit Partners portfolio company

WiTricity McCourt Develops solutions to enable wireless power transfer over distance using magnetic resonance technology; focused primarily on wireless electric vehicle charging

Working with nine of world’s top ten auto makers 200+ patents granted and 200+ patents pending Exclusive global licensee of foundational MIT patents

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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Page 3: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Source: Company website, Crunchbase, VentureSource and Capital IQ.

Alkami Technology, Inc.

DESCRIPTION Alkami provides online and mobile banking solutions for credit unions and banks. The company’s digital banking solution is a modern, cloud-based unified platform that provides financial institutions with an elegant user interface for their clients/members across all channels and functional offerings, including retail, business, mobile, bill pay, personal finance management (PFM), marketing, and more. Additionally, the company’s platform features a fully hosted business intelligence solution featuring analytics, fraud/risk detection, targeted marketing, educational content, dashboards, and reporting.

HIGHLIGHTS

80 clients and 4.1M users During 2016, increased live client base by 38% and live users by 103% Ranks as the 66th fastest growing company in North America, according to Deloitte 275 employees

KEY FACTS

Location History Key Investors Relevant Stocks Plano, TX Founded in 2009;

raised $47M since inception

S3 Ventures FIS, FISV, INTU, JKHY, QTWO

LEADERSHIP

Mike Hansen, CEO – previously co-founder of Largent-Hansen; also served as president and CEO of T-System and president of Carreker Corporation

Stephen Bohanon, Founder, Chief Strategy & Sales Officer – previously vice president at Catalyst Consulting; also served as an account executive at ACI Worldwide

David Becker, CFO – previously business director for Dell Data Protection at Dell; also served as CFO of Credant Technologies prior to its acquisition by Dell in 2012

RECENT NEWS

11/6/17 – Veridian Credit Union, with $3.4B in assets, launches Alkami’s digital banking platform to support its 214,000 members with a modern digital banking offering

8/21/17 – Mountain America Credit Union, with $6.7B in assets, selects Alkami’s digital banking platform to support its 650,000 members

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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Page 4: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Source: Company website, Crunchbase, VentureSource and Capital IQ.

ARM Holdings

DESCRIPTION ARM designs microprocessors, physical intellectual property (IP), and related technology and software. The company also sells development tools that enhance the performance of embedded applications. Its products include microprocessor cores, which consist of specific functions, such as video, graphics, display technology, and Bluetooth radio IP, physical IP components for the design and manufacture of ICs, which comprise SoCs, embedded memories, standard cells, and input/output components.

HIGHLIGHTS

ARM’s main growth markets include: mobile computing (>85% market share), Enterprise Infrastructure (15% market share), and Embedded Intelligence (25% market share)

ARM is developing more advanced technology, delivering a greater benefit to customers and generating a higher royalty percentage per chip

Revenue of $1.4B, $618.9M of EBITDA as of LTM as of June 2016

KEY FACTS

Location History Key Investors Relevant Stocks Cambridge, UK Acquired by Softbank

September 2016 Softbank Group Samsung, QCOM,

TSMC, INTC

LEADERSHIP

Simon Segars, CEO – previously Vice President of Engineering before being named CEO and held several other strategy positions including Global Head of Sales

Graham Budd, Chief Operating Officer – previously EVP and General Manager of the Process Division at ARM; also served in other leadership roles in engineering, marketing and operations

Jason Zajac, EVP & Chief Strategy Officer – previously EVP of Strategy at NBCUniversal; also served as Partner and Managing Director for BCG

RECENT NEWS

06/20/17 – Enhanced ARM DesignStart eliminates upfront license fees for ARM Cortext-M0 and CortexM3 processors

06/15/17 – Previewing at ISC17 – cross-platform code optimization tools enhanced in Allinea V7.1

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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Page 5: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Source: Company website, Crunchbase, VentureSource and Capital IQ.

Asana, Inc.

DESCRIPTION Asana is a project and task management application that facilitates team communication and collaboration. With Asana, each user knows what they should be doing and why. This clarity, transparency, and focus allows teams to collaborate with less friction and produce great results. With tasks, projects, conversations and dashboards, Asana enables teams to efficiently move work from start to finish.

HIGHLIGHTS

Co-founded by Facebook co-founder Dustin Moskovitz and Justin Rosenstein Serves over 20,000 paying customers Annual recurring revenue in the tens of millions per year and doubling yearly Series C round in March 2016 valued the Company at $600M

KEY FACTS

Location History Key Investors Relevant Stocks San Francisco, CA Founded in 2008;

raised $88M to-date Andreessen Horowitz,

Founders Fund, Benchmark

TEAM, BOX, RNG

LEADERSHIP

Dustin Moskovitz, Co-Founder – previously co-founded Facebook and was a key leader within the technical staff; also served as VP of Engineering

Justin Rosenstein, Co-Founder – previously served at Facebook and Google and was co-inventor of the Like Button, Facebook Pages, Gmail Chat and Google Drive

Chris Farinacci, Head of Business – previously CMO, Google for Work and Google for Education; also served as CMO of Hara and VP of Application Marketing for Oracle

Tim Wan, Head of Global Finance – previously CFO of Apigee; also served as CFO of RealNetworks

RECENT NEWS

9/12/17 – Announces Asana for iOS 11, including an entirely new iPad app. 8/29/17 – Asana completes the rewrite of its entire IT infrastructure, resulting in a 2x

speed improvement for most common actions.

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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Page 6: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Source: Company website, Crunchbase, VentureSource and Capital IQ.

Cambium Networks, Ltd.

DESCRIPTION Cambium is a leading global provider of wireless broadband solutions that connect the unconnected – People, Places and Things. Through its extensive portfolio of reliable, scalable and secure WiFi, fixed wireless broadband point-to-point and point-to-multipoint platforms, managed by cloud-based software, Cambium makes it possible for service providers, enterprises, governmental and military agencies, oil, gas and utility companies, Internet service providers and public safety networks to build powerful communications networks, reach users from 200 kilometers and intelligently manage their infrastructure through end-to-end network visibility and actionable analytics.

HIGHLIGHTS

Approximately 7.5M radios deployed in 150 countries Approximately $2B in cumulative revenue to-date Over 4,000 channel partners worldwide

KEY FACTS

Location History Key Investors Relevant Stocks Rolling Meadows, IL 2011 carve-out from

Motorola Solutions Vector Capital UBNT, MSI, QCOM,

COMM, ERIC

LEADERSHIP

Atul Bhatnagar, President and CEO – previously CEO of Ixia; also served as VP and GM of Nortel's Enterprise Data Networks division

Michael Hansen, CFO – previously CFO of RAE Systems; also served as Divisional VP of Finance for Smiths Interconnect

Jim Wagener, Director, FP&A – previously Corporate Controller of Cleversafe; also served in various finance roles with SPSS and IBM

RECENT NEWS

10/10/17 – Cambium announces the PTP 550, a point-to-point backhaul solution with up to 1.36 Gbps capacity, and the ePMP Force 300, a point-to-multipoint solution with up to 500 Mbps subscriber connectivity.

9/29/17 – Ingram Micro agrees to distribute the full range of Cambium’s products throughout Southeast Europe.

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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Page 7: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Source: Company website, Crunchbase, VentureSource and Capital IQ.

Carbon Black, Inc.

DESCRIPTION Carbon Black provides next-generation endpoint security solutions that enable organizations to disrupt advanced attacks. It offers Cb Endpoint Security Platform that helps organizations of various sizes replace ineffective antivirus, lock down endpoints and critical systems, and arm incident response teams with the most advanced tools to hunt down threats; and Cb Defense, a next-generation anti-virus solution for desktops, laptops, and servers that protects computers from the full spectrum of modern cyber-attacks.

HIGHLIGHTS

3,000 customers, including 30 of the Fortune 100 Protects more than 13M end-points around the world Visionary in Gartner Magic Quadrant for endpoint protection platforms

KEY FACTS

Location History Key Investors Relevant Stocks Waltham, MA Raised $192M in total

funding Kleiner Perkins,

Sequoia, Highland, Evolution Equity

CHKP, OKTA, PANW, FTNT, PFPT

LEADERSHIP

Patrick Morley, President & CEO – previously President & CEO of Imprivata Corporation and previously held senior leadership positions with six venture-backed software companies

Tom Barsi, SVP Corporate & Business Development – previously EVP of Business Development for Proofpoint as well as Vice President of Business Development for VeriSign.

RECENT NEWS

10/10/17 – Carbon Black Unveils Vision for Market’s First Predictive Security Cloud at Cb Connect User Conference

10/10/17 – Carbon Black and IBM Security Deliver Increased Visibility for SOCs to Accelerate Incident Response

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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Page 8: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Source: Company website, Crunchbase, VentureSource and Capital IQ.

Cyxtera Technologies, Inc.

DESCRIPTION Cyxtera is a leading data center provider. By combining a modern, hybrid-ready information security fabric with a diverse and distributed footprint of 57 world-class data centers, Cyxtera delivers a secure platform for connecting and protecting dedicated infrastructure, private clouds, and public clouds. A consortium led by private equity firms BC Partners and Medina Capital formed Cyxtera through the acquisition of assets from CenturyLink, along with four companies from Medina’s portfolio – Cryptzone, Catbird, Easy Solutions, and Brainspace – in a $2.8B transaction.

HIGHLIGHTS

Top 3 global colocation market share 2.6M sq. ft. of data center space 3,500 customers 1,100 employees

KEY FACTS

Location History Key Investors Relevant Stocks Coral Gables, FL Founded in 2017 BC Partners

Medina Capital COR, CONE, DFT, DLR, EQIX, INXN,

QTS, SWCH

LEADERSHIP

Manuel Medina, CEO – Founder and managing partner of Medina Capital; previously served as founder, chairman, and CEO of Terremark (acquired by Verizon for $2B)

Rene Rodriguez, CFO – Partner and CFO of Medina Capital; previously vice president of financial planning at Terremark

Andrew Albrecht, SVP, Corporate Development – Principal at A2 Advisors; previously headed strategic alliances for Pivot3 and was COO of Cirrity

RECENT NEWS

10/25/17 – Cyxtera launches threat analytics services to help enterprises, service providers, and public-sector organizations better predict, detect, and prevent cyberattacks

9/25/17 – Cyxtera launches its global channel partner program, with initial partners including Avant, Westven, and SageNet

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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Page 9: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Source: Company website, Crunchbase, VentureSource and Capital IQ.

Energous Corporation (Nasdaq:WATT)

DESCRIPTION Energous has developed a technology called WattUp that consists of proprietary semiconductor chipsets, software, hardware designs and antennas that enables RF-based charging for electronic devices, providing wire-free charging solutions for contact-based charging as well as charging at a distance, ultimately enabling charging with mobility under full software control. Energous is developing a solution that charges electronic devices by surrounding them with a focused, three dimensional RF energy pocket. Energous has 76 active customer engagements, and received its first orders for WattUp chipsets in Q2 2017.

HIGHLIGHTS

Strategic alliance with Dialog Semiconductor; Dialog has invested $25M in Energous Development and License Agreement with one of the top CE companies in the world to

embed WattUp technology into mobile CE devices and accessories 250+ US patent applications filed; 54 awarded to-date

KEY FACTS

Market Cap CY 2018E Revenue CY 2018E EBITDA Relevant Stocks $311M $59.5M $4.6M AMBA, CEVA, OLED,

PI, QCOM, RMBS

LEADERSHIP

Stephen Rizzone, President and CEO – previously CEO and Chairman of Active Storage; also served as CEO of Communicado

Michael Leabman, CTO and Founder – previously President of TruePath Wireless; also served as CTO for DataRunway

Brian Sereda, CFO – previously CFO of ActiveVideo; also served as CFO for Virage Logic and Proxim Wireless

RECENT NEWS

9/5/17 – Announces a new, high-power near-field transmitter reference design capable of charging devices with up to 10 watts of energy

8/8/17 – Q2 results; increases patent count to 54 and customer engagements to 76 6/28/17 – Dialog invests $15M in Energous, bringing its total investment to $25M 5/2/17 – Receives FCC approval for advanced near field transmitter reference design

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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Page 10: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Source: Company website, Crunchbase, VentureSource and Capital IQ.

Finastra

DESCRIPTION Formed in 2017 by the combination of Misys and D+H, Finastra provides a broad portfolio of financial services software, spanning retail banking, transaction banking, lending, and treasury and capital markets. The company’s solutions enable its customers to deploy mission-critical technology on premises or in the cloud. Finastra’s scale and geographical reach enables the company to serve customers effectively, regardless of their size or geographic location – from global financial institutions, to community banks and credit unions.

HIGHLIGHTS

48 of the world’s top 50 banks use Finastra’s technology 9,000 customers in total $2.1B in revenues 10,000 employees

KEY FACTS

Location History Key Investors Relevant Stocks London, UK Formed through

merger of Misys and D+H in 2017

Vista Equity FIS, FISV, JKHY

LEADERSHIP

Nadeem Syed, CEO – previously COO of Finastra; also served as COO of SumTotal and in various positions at Oracle for 19 years

Simon Paris, Deputy CEO – previously president of Finastra; also served at SAP as president of Industry Cloud and as a senior consultant with McKinsey & Company

Alex Wolff, Head of Product Strategy – previously associate partner at McKinsey & Company; also served as an executive at the Bank of Ireland

RECENT NEWS

11/8/17 – Bank of Commerce and Development selects Finastra to support its digital transformation and bring new banking services to consumers and businesses in Libya

11/7/17 – KAMCO Investment Company, a GCC-based investment company, selects Fusion Invest from Finastra to help fuel its ambitions for rapid growth

10/16/17 – Lloyds Bank implements its payments platform powered by Finastra

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

10

Page 11: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Source: Company website, Crunchbase, VentureSource and Capital IQ.

Foursquare

DESCRIPTION Foursquare uses location intelligence to build meaningful consumer experiences and business solutions. The Company offers Foursquare City Guide, which helps users discover new places, with recommendations from a community they trust, and Foursquare Swarm, a lifelog that keeps track of every places users go. Foursquare’s location intelligence technology also helps brands to locate, message and measure their own consumers.

HIGHLIGHTS

Roughly 50M monthly active users More than 12B daily “check-ins” across all platforms More than 105M venues mapped around the world

KEY FACTS

Location History Key Investors Relevant Stocks New York, NY Founded in 2009;

raised $251M to-date

Accel Partners, DFJ, Khosla Ventures

FB, GOOGL, SNAP, TRIP, YELP

LEADERSHIP

Dennis Crowley, Co-founder and Executive Chairman – previously Founder of Dodgeball; also served as Co-creator of ConQwest

Jeff Glueck, CEO – previously EVP of Operator Solutions at Opera Software; also served as CEO of Skyfire

Rory Parness, CFO – previously CFO of Phreesia; also served as SVP and CFO of MediaNet Digital

RECENT NEWS

10/4/17 – Foursquare Revamps its Developer Site as API Usage Soars 8/8/17 – Foursquare’s Redesigned Swarm App is a Journal for Capturing Your Travels 7/15/17 – Snapchat’s Foursquare and Factual Partnerships Double Geofilter Usage

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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Source: Company website, Crunchbase, VentureSource and Capital IQ.

Fuze, Inc.

DESCRIPTION Fuze is a global, cloud-based unified communications platform that empowers productivity and delivers insights across the enterprise by enabling simplified business voice communications, flexible video conferencing and always-on collaboration. Fuze allows the modern, mobile workforce to seamlessly communicate anytime, anywhere, across any device.

HIGHLIGHTS

Closed a $134M round of funding in May 2017 led by Wellington valued at $1.4B Grew subscription revenues 51% y/y in the 1H of 2017 Named as Visionary in Gartner’s 2017 Magic Quadrant for UCaaS

KEY FACTS

Location History Key Investors Relevant Stocks Boston, MA Founded in 2006;

raised $334M to-date Wellington, Summit

Partners, TCV, Bessemer, ATV

RNG, EGHT, BSFT

LEADERSHIP

Colin Doherty, CEO – previously CEO of Dyn (acquired by Oracle); also served as CEO of BTI Systems (acquired by Juniper) and Arbor Networks (acquired by Danaher)

Steve Kokinos – Executive Chairman, Co-Founder – previously founder of BladeLogic (acquired by BMC); also served as CEO of WebYes (acquired by Breakaway Solutions)

Brian Day, CFO – previously CEO and CFO of Apperian; also served in various finance roles at Goal.com, Gomez and Octave Communications

RECENT NEWS

10/10/17 – Fuze wins Frost & Sullivan’s 2017 Innovation and Leadership Award in UCaaS and converged conferencing services

9/11/17 – Fuze named as a visionary in Gartner’s Magic Quadrant for UCaaS 8/3/17 – Fuze announced 51% y/y growth in subscription revenue 7/19/18 – Fuze announces the appointment of Chris Doggett as Chief Sales Officer

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INFINIDAT, Inc.

DESCRIPTION INFINIDAT is a leading provider of storage technologies that help customers unlock the full potential of their data. INFINIDAT’s software-focused architecture addresses the conflicting requirements of bigger, faster and less expensive storage. The Company’s technology simultaneously delivers sub-millisecond latency, seven nines of reliability and hyper-scale capacity with a significantly lower total cost of ownership than incumbent storage technologies.

HIGHLIGHTS

Recently closed a $95M Series C round at a $1.6B valuation INFINIDAT customers have deployed over 2 Exabytes in production Profitable, with 13 quarters of revenue growth, including 250% Y/Y growth in Q2 2017 Over 125 filed patents, with 65+ granted to date Named “Visionary” in Gartner’s 2016 Magic Quadrant for General-Purpose Disk Arrays Founded in 2011 by storage industry pioneer Moshe Yanai, a co-founder of EMC

KEY FACTS

Location History Key Investors Relevant Stocks Israel and

Waltham, MA Founded in 2011;

raised $325M to-date TPG Growth,

Goldman Sachs PCI PSTG, NTNX, HPE,

NTAP, TNTR

LEADERSHIP

Moshe Yanai, CEO – was the founder of XIV, purchased by IBM in 2008; was also among the co-founders of EMC

Nir Simon, CFO – previously CFO of XIV and IBM Israel; also served as CFO of Arnona Izhar Sharon, President, INFINIDAT USA – previously VP, Technical Service and

Operations for XIV and IBM; also served in senior technical roles for EMC and RAD

RECENT NEWS

10/3/17 – Announces the closing of a $95M Series C round led by Goldman Sachs PCI 8/8/17 – Reports 250% revenue growth in Q2 2017 and its most profitable quarter 3/14/17 – Reports 144% y/y revenue growth for fiscal 2016 10/26/16 – Opens a 23,000 square foot US headquarters office in Waltham, MA

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MarkLogic Corporation

DESCRIPTION MarkLogic is an operational and transactional Enterprise NoSQL database platform. Organizations around the world rely on it to integrate their most critical data and build innovative applications on a 360-degree view of that data. MarkLogic is ideal for a wide variety of information applications that involve heterogeneous data integration or content delivery at massive scale. The company’s solutions include: 360 of Anything; Mainframe to NoSQL; Operational Data Hub; Governance, Risk & Compliance; New Generation Data Warehouse; Suspicious Activity Monitoring; and more.

HIGHLIGHTS

Over 1,000 customers and 250 partners Challenger in Gartner’s Magic Quadrant for Operational Database Management Systems Visionary in Gartner’s Magic Quadrant for Data Management Solution for Analytics Annual revenue in excess of $100M

KEY FACTS

Location History Key Investors Relevant Stocks San Carlos, CA Founded in 2001;

raised $173M to date Sequoia, Tenaya,

Northgate, Wellington MDB, ORCL, MSFT,

IBM, SAP, TDC

LEADERSHIP

Gary Bloom, CEO – previously president of eMeter (acquired by Siemens); also served as a consultant with TPG, president of Symantec, CEO of Veritas, and in a variety of senior leadership roles with Oracle

Peter Norman, CFO – previously CFO of Chordiant Software; also served for 12 years in the audit practice of KPMG Peat Marwick LLP

RECENT NEWS

11/14/17 – Named a Challenger in the 2017 Gartner Magic Quadrant for operational database management systems

9/26/17 – Announces a new reference architecture, the MarkLogic Data Hub Framework 6/13/17 – MarkLogic’s database platform is now available on Microsoft Azure 6/1/17 – NTT DATA makes a strategic investment in MarkLogic and expands alliance

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The Meet Group, Inc. (Nasdaq: MEET)

DESCRIPTION The Meet Group is a provider of human connection and meeting apps. The Company continuously develops new products for different ways to connect; from live video to lively discussions; all backed by data science that engineers good matches. Brands under the portfolio include MeetMe, Skout, Tagged, Hi5, and most recently, Lovoo.

HIGHLIGHTS

2.5+ million daily active users 130,000+ new members per day 60+ million chat messages sent per day

KEY FACTS

Market Cap CY 2018E Revenue CY 2018E EBITDA Relevant Stocks $262M $138M $43M MOMO, MTCH, LOV,

FB, TWTR, SNAP

LEADERSHIP

Geoffrey Cook, CEO – previously co-founder of myYearbook; also previously co-founded EssayEdge and ResumeEdge

David Clark, CFO – previously CFO for NutriSystem; with past experiences in financial roles at Claymont Steel and SunCom Wireless

Jim Bugden, SVP Corp. Dev. – previously the CFO at myYearbook; led in various financial roles at Rent the Runway, Solve Media, Circulate and TurnTide

RECENT NEWS

9/28/17 – The Meet Group wins a spot on the Soaring 76: Greater Philadelphia’s list of fastest growing public companies

9/20/17 –The Meet Group agrees to acquire Lovoo, a social dating app 3/6/17 – MeetMe agrees to acquire If(we), a social and mobile technology company

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Nanigans, Inc.

DESCRIPTION Nanigans arms in-house marketing teams with a complete software solution for measuring and optimizing cross-channel digital ad spend based on incremental revenue. The Company’s platform offers unified campaign management, real-time reporting, modern measurement / attribution and predictive revenue optimization, among other features.

HIGHLIGHTS

Commerce advertisers currently optimize more than $700M in annual ad spend through the platform

Platform offers 100+ reporting attributes combined with interactive visualizations and dashboards

KEY FACTS

Location History Key Investors Relevant Stocks Boston, MA Raised $33M in total

funding Cheetah Mobile, Avalon Ventures

MRIN, GOOGL, FB, CRTO, SNAP, TWTR, TTD

LEADERSHIP

Ric Calvillo, Co-Founder, CEO – previously founder and CEO of Incipient; also served in a managerial role at EMC

Claude Denton, Co-Founder, CTO – previously co-founder and CTO of CourseAdvisor; also led product development for Network Elements

Ben Tregoe, SVP Corp. Dev. – previously served as an advisor to RiffWare; was also founder at Good Connective and Getsugar

RECENT NEWS

10/3/17 – Nanigans announces industry-first incrementality functionality: marketers can now measure and optimize digital ad spend based on incremental revenue

6/21/16 – Nanigans launches Nanigans University to address growing demand for in-house advertising talent and expertise with the Company’s software

3/1/16 – Nanigans announces extension of its software to Twitter, offering advertisers a more robust SaaS advertising solution

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nCino, Inc.

DESCRIPTION nCino provides a cloud-based operating solution for the financial services industry. The Company’s flagship platform, the nCino Bank Operating System, leverages the power and security of the Salesforce platform to empower bank employees and leaders with true insight into the bank through an end-to-end solution combining customer relationship management (CRM), loan origination, workflow, enterprise content management, account opening, and instant reporting capabilities. nCino integrates with the bank's core and transactional systems, while replacing point solutions and manual-based processes.

HIGHLIGHTS

Over 175 financial institutions use the nCino Bank Operating System 11 Intellectual property patents 9 of the top 30 U.S. banks by asset size are nCino customers Created by bankers, for bankers, to drive increased profitability, productivity gains,

regulatory compliance and operating transparency

KEY FACTS

Location History Key Investors Relevant Stocks Wilmington, NC Founded in 2012 by a

team of bankers and entrepreneurs

Insight Venture Salesforce Ventures

Wellington Mgmt.

QTWO, VEEV, ELLI

LEADERSHIP

Pierre Naudé, CEO– previously Divisional President of community financial at S1 Corporation; also served as VP and Managing Partner at Unisys

Jeff Babka, CFO – previously Venture Partner at Insight Venture Partners; also served as CFO of Applied Predictive Technologies and NeuStar

RECENT NEWS

10/12/17 – announced New Jersey based, ConnectOne Bank, adopted nCino’s cloud-based platform to streamline lending, account opening and client engagement.

8/2/17 – announced that Pacific Western Bank, headquartered in Beverly Hills, Calif., is the 100th customer to go live with its Bank Operating System.

6/29/17 – announced that London based, OakNorth Bank, has successfully deployed its Bank Operating System. This is the first financial institution outside of the United States to deploy nCino’s platform.

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Octo Telematics Ltd

DESCRIPTION Octo Telematics is the number 1 global provider of telematics and data analytics solutions for the auto insurance industry. Octo applies proprietary algorithms to its market-leading database of driving and crash data to deliver powerful new insights into driver risk, informing solutions that benefit both auto insurance companies and policyholders. The company is headquartered in London, with offices in Boston, Rome, Stuttgart, Madrid, and Sao Paulo.

HIGHLIGHTS

Leading global provider of telematics for the auto insurance industry, with data comprised from more than 175 billion miles of driving and 433,000 crashes

Octo has more than 5.1 million connected users and works with over 60 insurance partners

KEY FACTS

Location History Key Investors Relevant Stocks London, England Founded in 2002 Renova Group

Pamplona Capital OM:HEXA B, GRMN,

ENXTAM:TOM2

LEADERSHIP

Fabio Sbianchi, CEO – previously General Manager of Octo Telematics Srl and Octo Telematics Italia; also served as COO and CIO at Viasat

Maria Enrica Angelone, CFO – previously CFO of Venere.com; also served as a Senior Auditor at Arthur Andersen

Paul Harvey, Exec. Chairman and President of North America – previously with Bank of America Merrill Lynch, Atlantic Bridge Capital, Goldman Sachs and Morgan Stanley

Nino Tarantino, CEO of North America – previously with Iridium/Motorola, and Anoto/Ericsson

Jonathan Hewitt, Chief Marketing Officer – previously with Barclays Bank, Dixons Group, among others

RECENT NEWS

10/11/17 –Octo, the number one global provider of telematics for the auto insurance industry, has today announced that it will acquire the usage-based insurance (UBI) assets of Willis Towers Watson, including its market-leading DriveAbility® solution and the DriveAbility Marketplace.

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Optiv Security, Inc.

DESCRIPTION Optiv is a market-leading provider of end-to-end cyber security solutions. The company helps clients plan, build and run successful cyber security programs. Optiv helps clients achieve their business objectives through its depth of cyber security offerings, extensive capabilities & proven expertise in cyber security strategy, managed security services, incident response, risk & compliance, security consulting, training & support, integration & architecture services, and security technology.

HIGHLIGHTS

Served more than 12,000 clients of various sizes across multiple industries Premium partnerships with more than 350 of the leading security product manufacturers Advanced research and extensive hands-on experience has enabled the company to

create comprehensive solutions that target the most pressing information security issues

KEY FACTS

Location History Key Investors Relevant Stocks Denver, CO Founded in 2002 KKR

Blackstone CDW, PSDO, FEYE, QLYS, FTNT, CUDA

LEADERSHIP

Dan Burns, CEO – previously CEO of Accuvant; also served as Regional Vice President of Sales for the Western Region of OneSecure

David Roshak, CFO – previously served as COO and CFO for Accuvant; also served as CFO for iBAHN

Nate Brady, Chief Accounting Officer – previously Chief Accounting Officer for FishNet Security; also served as CFO for Waller Truck Company Co.

RECENT NEWS

9/18/17 – Optiv Security today announced that Richard Fadden, formal National Security Advisor to Prime Ministers Stephen Harper and Justin Trudeau, will deliver the featured keynote address at Optiv’s Toronto Enterprise Security Solutions Summit (ES3).

9/7/17 – Optiv Security Appoints Dave DeWalt and General (Ret.) David Petraeus to Board of Directors.

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Proterra, Inc.

DESCRIPTION Proterra is a leader in the design and manufacture of zero-emission heavy-duty vehicles, enabling bus fleet operators to significantly reduce operating costs while delivering clean, quiet transportation to local communities across the US. With more than 400 vehicles sold to 42 different municipal, university, airport and commercial transit agencies in 20 states, Proterra is committed to providing state of the art, high-performance vehicles to meet today’s growing market demand. The Company’s configurable Catalyst platform is capable of serving the full daily mileage needs of nearly every US transit route on a single charge.

HIGHLIGHTS

Has recorded more than 3.3M miles of service across North America Holds 60% market share in the North American electric transit market Generates lifetime TCO advantages of $450k over diesel and diesel-hybrid vehicles

KEY FACTS

Location History Key Investors Relevant Stocks Burlingame, CA Founded in 2004;

raised $372M to-date Kleiner Perkins,

Constellation, GM, Generation, BMW

TSLA, PLUG, VSLR, RUN

LEADERSHIP

Ryan Popple, CEO – previously a partner at Kleiner Perkins; was also an early employee of Tesla, having served as Senior Director of Finance

Amy Ard, CFO – previously CFO at Advanced Metallurgical Group; also served as a Manager at PricewaterhouseCoopers

Gary Horvat, CTO – previously VP of Powertrain at DENSO; also served in various senior engineering roles at GM and Fisker Automotive

RECENT NEWS

10/9/17 – Introduces the DuoPower drivetrain, providing nearly twice the horsepower and acceleration and five times the efficiency of a standard diesel bus

9/29/17 – Announces with LG Chem the co-development of a battery cell optimized to meet the performance and safety demands of the heavy-duty vehicle market

9/19/17 – Catalyst E2 max sets a world record by driving 1,100 miles on a single charge

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R3

DESCRIPTION R3 is an enterprise software firm working with over 100 banks, financial institutions, regulators, trade associations, professional services firms, and technology companies to develop Corda, a distributed ledger platform designed specifically for businesses. Corda is an open source, blockchain-inspired DLT platform that removes costly friction in business transactions by enabling institutions to transact directly using smart contracts, while ensuring the highest levels of privacy and security. With Corda, participants can transact without the need for central authorities, creating a world of frictionless commerce.

HIGHLIGHTS

Corda partner network has grown to 60+ companies, including HP, Intel, and Microsoft Serves 100+ global financial institutions and regulators on six continents Supported by 2,000+ technology, financial, and legal experts 125 employees

KEY FACTS

Location History Investors Relevant Stocks New York, NY Founded in 2013;

raised $107M in its Series A round

Group of 40 financial institutions and

strategic investors

WK, APTY, INS, MPAY, RP

LEADERSHIP

David Rutter, CEO – previously CEO of Electronic Brokering at ICAP; also served as CEO (Americas) of Prebon Yamane

Todd McDonald, Head of Partnerships – previously managing director and global head of electronic FX trading with Standard Chartered Bank

Jed Talvacchia, Associate Director – previously an associate at Goldman Sachs; also served as reporting officer at the U.S. Department of Justice

RECENT NEWS

11/13/17 – R3’s Corda partner network grows to over 60 companies 11/6/17 – SIA and R3 launch a strategic partnership to accelerate adoption of blockchain

applications by leveraging SIAnet’s 600 nodes provided to financial institutions 10/5/17 – Finastra, R3 and seven leading banks partner to create a distributed ledger

technology platform for the syndicated lending community

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Sensor Tower Inc.

DESCRIPTION Sensor Tower is a leader in competitive mobile intelligence. Developers, analysts, and marketing teams trust Sensor Tower to help make business decisions and stay ahead in the mobile ecosystem. The company’s product suite includes App Intelligence, Store Intelligence, Ad Intelligence, Usage Intelligence, and Custom Alerts. The company’s solutions enable organizations to understand which apps are doing best, how the mobile ecosystem is evolving, which keywords will drive app traffic, and how ad campaigns measure up.

HIGHLIGHTS

Thousands of customers including Zynga, Reddit, AdColony, Adobe, and NBC Universal Over 100,000 apps connected directly to the Sensor Tower platform Has tracked over 150B downloads and $62B in app revenue Used by 91% of top publishers worldwide

KEY FACTS

Location History Key Investors Relevant Stocks San Francisco, CA Founded 2012;

raised $1M to date Rembrandt, Merus

Capital, Bertelsmann SHOP, BABA, AMZN,

WUBA, JD

LEADERSHIP

Alexey Malafeev, Co-Founder – previously a professional gamer; also co-founded Level86, a developer of software for video gamers

Oliver Yeh, Co-Founder – previously a platform engineer for Appboy; also was a platform engineer for Gilt Groupe

RECENT NEWS

10/16/17 – Introduces Featured Today, which provides a full history of Today features in the App Store

10/3/17 – Launches News Feed feature to deliver trending app insights 6/1/17 – Partners with Niko Partners, a leader in Asian digital games market intelligence,

to produce actionable analysis of mobile gaming trends and leaders across Asia 7/5/16 – Launches Custom Alerts to deliver timely app insights

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Slice Technologies

DESCRIPTION Slice Technologies provides solutions to online shoppers to track packages automatically, store e-receipts to facilitate returns, save money with price drop alerts and know their online spending. It offers Slice Shopping, a solution for consumers to manage all their purchases, organize receipts, track shipping, take advantage of price adjustments, and improve their shopping experiences. Slice also operates a market research business, Slice Intelligence. Slice Intelligence's data is collected using a proprietary technology that identifies e-receipts within inboxes. Using sophisticated machine learning methods, Slice Intelligence extracts every available data point about every purchase at the item level.

HIGHLIGHTS

More than 5 million online shoppers under measurement Coverage from 2013 onward, spanning 30+ industry categories Acquired 2 companies since 2014 (Vibrant Data and Unroll.Me)

KEY FACTS

Location History Key Investors Relevant Stocks San Mateo, CA Founded in 2010,

Acquired by Rakuten LinkShare in 2014

Rakuten SHOP, BABA, AMZN, WUBA, JD

LEADERSHIP

Harpinder Madan, Co-Founder & CEO – previously Co-founder of FiberTower; also serves as Investment Partner at Innovation Endeavors

Eric Botto, Co-Founder & CTO – previously Co-Founder & CTO of FiberTower; also serves as an Advisor to Lumo BodyTech, Innovation Endeavors and Parastructure

Scott Brady, Co-Founder & Chairman – currently a Partner at Innovation Endeavors; also serves on the Boards of Plenty, ClearMetal, Citrine Informatics and Stanford

Kenneth Cassar, Principal Analyst – previously SVP, Media Analytics at The Nielsen Company; also served as an analyst with Jupiter Research

RECENT NEWS

6/28/16 – Slice Technologies Acquired Vibrant Data for an Undisclosed Amount

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Sonim Technologies Inc.

DESCRIPTION Sonim Technologies is a provider of mission-critical solutions designed specifically for professionals in the public safety and defense sectors. The Sonim solution includes ultra-rugged, mission-ready LTE handsets, applications, and a suite of public safety-grade accessories, collectively designed to increase the productivity, accountability, and safety of first responders. Sonim also focuses on vertical markets requiring ultra-rugged communication, including construction, security, oil, gas and chemical operations, utilities, transportation and logistics, forestry and agriculture.

HIGHLIGHTS

Leader in intrinsically safe phones, certified to operate in potentially explosive atmosphere Offers its phones through leading mobile carriers (e.g., AT&T, Verizon, Sprint, Vodafone) Phones are backed by a three-year comprehensive warranty

KEY FACTS

Location History Key Investors Relevant Stocks San Mateo, CA Founded in 2007;

raised $50M to date Verdoso, Investec,

Waveland, JVCKENWOOD

MSI, AAXN, HRS

LEADERSHIP

Bob Plaschke, CEO – previously an entrepreneur-in-residence at Sutter Hill Ventures; also served as SVP of worldwide client services at Infospace and CFO and vice president for business development at Prio

Richard Long, CFO – previously VP of finance at Sybase’s $200M mobile services division (formerly known as Mobile365); also served as VP corporate controller at Informix (acquired by IBM)

RECENT NEWS

11/1/17 – Sonim highlights LMR-to-LTE evolution path at IWCE's Critical LTE Communications Forum

10/19/17 – Sonim demonstrates law enforcement solutions at IACP 2017 based on its XP7 ultra-rugged handset, in collaboration with Intrepid, RapidSOS, and SceneDoc

3/24/17 – JVCKENWOOD makes a $10M strategic investment in Sonim

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Udacity, Inc.

DESCRIPTION Udacity is an online learning platform offering credential programs in fields such as artificial intelligence, machine learning, self-driving cars, and robotics, as well as app and web development and digital marketing. The company’s mission is to democratize education by offering world-class higher education opportunities that are accessible, flexible, and economical. Virtually anyone with an internet connection and a commitment to self-empowerment through learning can come to Udacity, master a suite of job-ready skills, and pursue rewarding employment.

HIGHLIGHTS

Started by Google X founder and self-driving car pioneer Sebastian Thrun Udacity has more than 4M registered users on its platform Over 13,000 students are enrolled in the company’s Nanodegree programs Udacity’s last financing round was completed at a $1B valuation

KEY FACTS

Location History Key Investors Relevant Stocks Mountain View, CA Founded in 2011;

raised $160M to date Andreessen Horowitz;

Bertelsmann, CRV, Drive, GV

ABCD, ASPU, LAUR

LEADERSHIP

Sebastian Thrun, President & Founder – previously founder of Google X, leading projects including the Self-Driving Car, Google Glass, and more

Vish Makhijani, CEO – previously SVP of Yahoo’s Search Group; also served as general manager at Inktomi

Nikhil Abraham, CFO – Founded SpeakCode; also served with Codecademy and was a consultant with The Boston Consulting Group

RECENT NEWS

10/13/17 – Google partners with Udacity to offer 50,000 new scholarships for developers 10/5/17 – Udacity and Unity Technologies collaborate on new augmented reality course 9/19/17 – Udacity opens registration for a new “Intro to Self-Driving Cars” course

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Unity Technologies ApS

DESCRIPTION Unity is the creator of a flexible and high-performance end-to-end development platform used to create rich interactive 2D, 3D, VR and AR experiences. Unity’s powerful graphics engine and full-featured editor serve as the foundation to develop beautiful games or apps and easily bring them to multiple platforms: mobile devices, home entertainment systems, personal computers and embedded systems. Unity Technologies serves millions of registered developers including large publishers, indie studios, students and hobbyists around the globe.

HIGHLIGHTS

5 Billion downloads of games made with Unity in Q3 2016 2.4 Billion unique mobile devices running games made with Unity 34% of top 1,000 free mobile games are made with Unity Customers include Coca-Cola, Disney, Electronic Arts, LEGO, Microsoft, NASA, Nexon,

Nickelodeon, Square Enix, Ubisoft, Obsidian, Insomniac and Warner Bros

KEY FACTS

Location History Key Investors Relevant Stocks San Francisco, CA Founded in 2004;

raised $400M+ since inception

DFJ Silver Lake

Sequoia Capital

NTES, EA, ATVI, CYOU, TTWO, UBI

LEADERSHIP

John Riccitiello, Chairman and CEO – previously CEO of Electronic Arts; also served as President and COO of Electronic Arts

Mike Foley, CFO – previously SVP of Strategy and Corporate Development at Electronic Arts; also served as Director of Corporate Development at Microsoft

Joachim Ante, Co-Founder & CTO – Co-Founded Unity in 2004

RECENT NEWS

7/27/17 – Unity Technologies Debuts New Artist Tools and Innovations at SIGGRAPH 2017

7/12/17 – Unity Technologies Partners with Lionsgate to Create First-of-its-Kind Interactive Virtual Reality Advertisement for Upcoming Theatrical Film Release of Jigsaw

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Vectra Networks

DESCRIPTION Vectra is focused on transforming cybersecurity with artificial intelligence. The Company’s Cognito platform automates cyberattack detection and response from data center and cloud workloads to user and IoT devices. Cognito correlates threats, prioritizes hosts based on risk and provides rich context to empower response with existing security systems, reducing security operations workload for its customers.

HIGHLIGHTS

Named “Most Innovative Emerging Company” in Dark Reading Best of Black Hat Awards 5 issued US patents with 14 additional patents pending Revenues grew over 200% y/y in Q2 2017

KEY FACTS

Location History Key Investors Relevant Stocks San Jose, CA Founded in 2010;

raised $87M to-date Khosla, Accel, IA,

AME Cloud and DAG FEYE, CYBR, IMPV,

FTNT, PANW

LEADERSHIP

Hitesh Sheth, CEO – previously COO at Aruba Networks; also served as EVP/GM for the switching business of Juniper and held senior roles in the switching group of Cisco

Oliver Tavakoli, CTO – previously CTO for the security business of Juniper; also served as CTO of Funk Software and was a co-founder of Trilogy

Howie Shohet, CFO – previously CFO at Lattice Engines; also served as CFO of C3 Energy and business unit controller for Juniper

RECENT NEWS

10/4/17 – Named a 2018 TAG Cyber Distinguished Vendor 9/13/17 – Cognito platform wins the “Overall Threat Detection Solution of the Year” award

from CyberSecurity Breakthrough 9/6/17 – Introduces attack campaign detection and prediction and enhances solution for

the datacenter and cloud 8/15/17 – Issued five US patents for artificial intelligence that automates the hunt for cyber

attacker behaviors

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Vestmark, Inc.

DESCRIPTION Vestmark develops and markets wealth management technology solutions for individual and institutional investors. It offers VestmarkONE, a real-time technology platform that enables broker dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver wealth management and a range of advisory solutions. The company also offers VestmarkONE Advisor, a solution that empowers financial advisors to manage fee-based advisory accounts and monitor their book of business in real time. Its custodial and trading network provides connectivity and automated processing with custodians and brokerage platforms.

HIGHLIGHTS

43 institutions 25,000 advisors $650B in assets Over 2M investor accounts

KEY FACTS

Location History Key Investors Relevant Stocks Wakefield, MA Founded in 2001 Summit Partners ENV, SSNC, FNGN

LEADERSHIP

John Lunny, CEO – previously COO of Vestmark; also served as senior director of engineering at Vignette Corporation

Tiffany Freitas, CFO – previously VP of finance for the Interactive Division at the Walt Disney Company; also held roles at Bain Consulting and Citigroup Investment Banking

Elizabeth Storti, Finance Manager – previously senior finance associate at Bain Capital; also served as senior tax associate at Caturano

RECENT NEWS

3/14/17 – Thomson Reuters Surpasses 150 Wealth Management Service Providers with Addition of FolioDynamix, Helix Financial, and Vestmark

3/14/17 – VestmarkONE Robo Solution Wins 2017 BISA Technology Innovation Award

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Source: Company website, Crunchbase, VentureSource and Capital IQ.

WiTricity Corporation

DESCRIPTION WiTricity develops solutions to enable wireless power transfer over distance using its patented magnetic resonance technology. WiTricity works with top global carmakers and Tier 1 suppliers to deploy magnetic resonance solutions, helping realize a future of transportation that is electrified, shared and autonomous. WiTricity supports consumer electronics, industrial and medical wireless solutions through its licensee partners. WiTricity is working with nine of world’s top ten auto makers, either directly or through Tier 1 suppliers.

HIGHLIGHTS

200+ patents granted worldwide and 200+ patents pending Exclusive global licensee of foundational MIT patents Licensees include Delphi Automotive, Foxconn Interconnect Technology, IHI, Intel, Lite-

On, STMicroelectronics, TDK and Toyota

KEY FACTS

Location History Key Investors Relevant Stocks Watertown, MA Founded in 2007;

raised $67M to-date Stata, Argonaut, Intel

Capital, Toyota, Foxconn

AMBA, CEVA, PI, QCOM, RMBS,

OLED

LEADERSHIP

Alex Gruzen, CEO – previously co-founded Corsa Ventures; also served as SVP of Dell’s consumer and SMB product group, and previously led Dell’s global notebook business

Donald Peck, CFO – previously CFO of Lojack; also served as CFO of Satcon Technology and The First Marblehead Corporation

Morris Kesler, Ph.D., CTO – previously founded Wide Net Technologies; also served as Consulting Engineer at PhotonEx and spent 10 years with the Georgia Tech Research Institute; holds over 70 patents

RECENT NEWS

9/26/17 – Shindengen licenses WiTricity technology for EV wireless charging 7/11/17 – Dell announces availability of the Latitude 7285, the world’s first wireless

charged 2-in-1 notebook computer powered by WiTricity technology 2/9/17 – Announces collaboration with Nissan on wireless charging for EVs

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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Page 30: Summary of Private Companies and Uncovered Public Companies · Source: Company website, Crunchbase, VentureSource and Capital IQ. Summary of Private Companies and Uncovered Public

Source: Company website, Crunchbase, VentureSource and Capital IQ.

Material is provided for informational purposes only and does not constitute a recommendation. It has been obtained from sources believed to be reliable, but accuracy is not guaranteed. Past performance does not guarantee future results. There is no assurance these trends will continue. The market value of securities fluctuates and you may incur a profit or a loss.

Raymond James & Associates, Member New York Stock Exchange/SIPC | For Institutional Investors

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