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 Mobile Launch Search Interface 2.0 Deal List LaunchMobile 2.0 Launch Awaiting Review 2.0 Mobile 3.0 LaunchDeal List 2.0 LaunchAxial 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 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 - Broker Axial 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 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 . 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 . Plus there’s a mobile app so it works everywhere.” Success Sounds Like Search Send Receive

Recommendation Interface 2.0 Mobile Launch 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 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 % NDR

Questions?