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Investor Presentaiton

Flashtalking-Company Overview Market Segment: flashtalking",, Headquarters: CEO: COMPANY OVERVIEW Digital Ad Management and Analytics New York, NY John Nardone • A data-driven ad management and analytics technology company that uses data to personalize advertising in real-time, analyze its effectiveness and enable optimization that drives better engagement and ROI for sophisticated global brands • Offers both front-end tools like campaign setup, asset creation, HTML builders & decision trees as well as back end capabilities that, together, allow analytics and reporting to be as strong as the front-end functions • Generates revenue via contracts with clients for creative delivery, media measurement and advertising effectiveness solutions • Provides online marketing services pursuant to the agreements with corporate customers and marketing partners THESIS Safeguard first provided capital to Spongecell, a programmatic, dynamic creative advertising tool which was merged into Flashtalking in 2018 ⚫ U.S. internet advertising market spend hit more than $80B in 2017 and is expected to hit approximately $115B by 2021. Globally, spend reached more than $225B in 2017 and is anticipated to grow at a 9% CAGR through 2021 (eMarketer) Flashtalking is well positioned to continue addressing not only the ad-serving and targeting segments of the market, but also the Dynamic Creative Optimization ("DCO") market within the high-growth mobile, video, rich media and display sub-sectors • Blue chip client base focused across Retail / E-commerce, Travel, and Telco Origin: Capital: Ownership: Financing Rounds: Other Investors: Board Member: SUMMARY January 2012 (via sale of Spongecell) $19.2M 13% Primary / 11% Fully Diluted Private Equity-backed TA Associates Steve Grenfell (Observer) REVENUE MODEL Flashtalking enters into contracts with clients for creative delivery, media measurement and advertising effectiveness solutions. Through their DCO segment (augmented with Spongecell), they provide online marketing services pursuant to the agreements with corporate customers and marketing partners. Cost per Thousand Impressions, Cost per Click and Cost per Action represent the three most common ways in which online advertising is sold and purchased. COMPETITORS Criteo, Google, Inc., IACI, Marin Software Incorporated, Kenshoo G www.safeguard.com © 2021 Safeguard Scientifics, Inc. All rights reserved. SFE LISTED NYSE 16
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