Acies SPAC Presentation Deck slide image

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 11
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