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Investor Presentaiton

Portfolio Activity – - Active Listed Equity Positions B J. design\milk dm ASX • BMT . BEAMTREE HOLDINGS LIMITED BMT (previously PKS Holdings Limited) is a health data analytics and knowledge platform company. • BMT recently acquired Potential(x), a complimentary and market leading specialist health and human services data analytics firm. • The acquisition takes pro forma revenue to more than $20m p.a. • Bombora listed BMT in 2019 at ~$22m market cap and now has a market cap of ~$110m (As at 31 Dec 2021). (Mike Hill, Chairman) ASX • JAN JANISON EDUCATION LIMITED • JAN delivers high-scale, online assessments to millions of students in more than 120 countries • JAN announced the bolt on acquisition of Quality Assessment Tasks in October 2021 which will add to the basket of assessment products and capability • The company continued its strong momentum in PISA with new customer signings and US and UK roll- out wins. (Mike Hill, Chairman and Brett Chenoweth, Non- Executive Director) . ASX - DMC DESIGN MILK CO LIMITED • DMC is a leader in the modern design and digital media and e-commerce. • DMC achieved solid growth in the December quarter off the back of their strong social media presence and 9.5M follower base. • DMC also refreshed their mobile- friendly website with improved SEO, smart search functions and order tracking functionalities for a greater customer experience and transactions. (Mike Hill, Chairman and Chris Colfer, Deputy Chairman sits on the board) 11
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