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Investor Presentaiton

Comparable companies - revenue growth & margins benchmarking Median: 28% Median: 23% Median: 18% Median: 15% 65% CY2022E Revenue 28% 28% 28% 24% 28% 23% 22% 16% 19% 18% 17% 18% 15% 14% Growth Matterport DocuSign twilio unity WIX.com mongoDB. elastic alteryx Appian ncino Oppfolio Duck Creek Tactic AAUTODESK CoStar Group Adobe Revenue Growth Median: 27% Median: 22% Median: 26% Median: 14% 60% 31% 31% CY2023E Revenue Growth 23% 22% 27% 32% 22% 20% 13% N.A N.A 14% 14% 12% Matterport unity twilio DocuSign Wix.com Appian alteryx mongoDB. elastic lncino Oppfolio Duck Creek Techstogi CoStarGroup Adobe A AUTODESK Median: 73% Median: 74% 92% Median: 62% 93% Median: 89% 89% 82% 80% 79% 60% 66% 75% 57% 73% 72% 63% 62% 58% CY2022E Gross Margin (2) Matterport DocuSign unity WIX.com twilio alteryx elastic mongoDB. Appian oppfolio lncino A AUTODESK Adobe CoStarGroup Gross Margin Median: 73% 82% Median: 74% 92% Median: 64% 93% Median: 90% 90% 82% 65% 80% 67% 74% 71% 58% 64% 64% 59% CY2023E N.A Gross Margin Matterport (2) DocuSign unity WIX.com twillo alteryx mongoDB. Appian elastic ancino oppfolio Duck Creek A AUTODESK Adobe CoStar Group Notes: (1) Management projections; Wall Street Research as of 2/4/2021 (2) Matterport Subscription gross margin forecasted as 80% in CY22E and CY23E excluding amortization of capitalized software High Growth SaaS Data Analytics Vertical SaaS Mature Software 37
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