AvePoint Investment Thesis
AvePoint is the Leading Data Management Solutions Provider for
the Microsoft Cloud
A Data Management Leader in Massive and Rapidly Growing Microsoft Cloud Marketplace
TAM growth to ~$33bn by 2022¹
Large, Established Global Presence
• Over 1,300 employees in 29 global offices
Approximately 7mm cloud users / 16k accounts
A Top Microsoft Strategic Cloud Partner
.
Microsoft success in cloud dependent partnership
5x Global Partner of the Year Winner
Transformation, governance, and compliance
Compelling Growth Vectors
..
•
$148mm
Revenue²
• R&D driving increased product line
Expanding channel and distribution partnerships (SMB initiative)
International expansion
Selling more to existing customers though investment in sales and customer success
2020E Strong Financial Performance
~30%
ARR
Growth
~14%
Fresh Capital to Invest
in Growth
EBIT
Margin²
Note: Figures as of 30-Sep-2020 unless otherwise noted. Annual recurring revenue includes subscription, maintenance, and distribution revenue. EBIT reflects Non-GAAP metric, see reconciliation in Appendix. ¹Refer to TAM slide in deck for detailed sources. ²Reflects annual metric.
▲ Ave Point
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