Acies SPAC Presentation Deck
Mobile Entertainment: An Unbridled Opportunity
Mobile: Fastest Growing
Forms of Entertainment
%
CAGR
12%
$77Bn
Gaming
(1)
$110Bn+
Total Potential TAM
$21Bn
$0.5Bn
iGaming (2)
HHH
$19Bn
$1Bn
Sports
Betting
(3)
Significant Private Capital Investment
215
$2.6Bn
Voodoo
SCOPELY
ZWIFT
CLOUD CLOUD
THUOCLOR
SD
GAMES
caffeine
QħBiBL
PlayVS
2018
-$7Bn
Cumulative Investment (4) (5)
Notes:
1. Global Mobile Gaming TAM as of 2020E per NewZoo Global Games Market Report; CAGR from 2019A to 2022E
2. iGaming TAM per Eilers & Krejcik Gaming; TAM at maturity represents market size assuming all 50 states legalize all iGaming products
3. Online Sports Betting TAM per Eilers & Krejcik Gaming; TAM at maturity represents market size assuming all 50 states legalize all sports betting
products
260
$1.6Bn
MEANTIC SURVIOS
WINSYSTEMS
bluberi
Catalis
PlayVS
N3TWORK
skillz
Voodoo
2019
Number of Investments
154
$2.7Bn
EPIC
3
GAMES caffeine
WILD
LIFE
SCOPELY
genvid
CryptoKitties
HOLCLOUD
impleBet
YTD 2020
Company
Highly Receptive
SPAC/Public Equity Markets
skillz
RUSH STREET
INTERACTIVE
GOLDEN
NUGGET
H
ONLINE GAMING
DRAFT
KINGS
SciPlay
Investment
Growth
A
Use of Proceeds (6)
M&A
Founder/Investor
Liquidity
4. Private mobile gaming investments in US and Western Europe per Pitchbook Data as of August 2020
5. Logos in bars based on top 10 largest deals for each year; Skillz represented 2 of the top 10 deals in 2019, and Wildlife represented 2 of the top
10 deals in 2020
6. Use of proceeds per company filings
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