Evolv SPAC Presentation Deck
Comparable Public Company Universe
Innovative public safety and security software
and data analytics companies
evolv
technology
Moderate growth going forward - high single-
digits revenue CAGR through 2022E
ΛΑΧΟΝ
everbridge
SECURITY TECHNOLOGY & ANALYTICS
Strong gross margin profile driven by SaaS
business model
FORTINET.
nuix
Check Point
SOFTWARE TECHNOLOGIES LTD
FORTIVE
HEXAGON
METTLER TOLEDO
#paloaltoⓇ
Trimble
NETWORKS
leidos
00
SECURITY-AS-A-SERVICE
evolv
technology
✓ Revolutionary and disruptive Al software
✓ Global TAM - ~$20B
✓ Attractive high-margin, recurring, 4-year
subscription-based revenue model
✓ Established blue-chip customer base
tyler
DISRUPTIVE SPAC CATEGORY LEADERS
technologies
TRADITIONAL DETECTION EQUIPMENT
Dependent on legacy metal detector technology
Low growth going forward single-digit revenue CAGR through 2022E
Mid-teens gross margin profile driven by hardware sales model
Traditional metal detector TAM: ~$1-2B
OSISYSTEMS, INC.
Disruptive SPAC category leaders expected
to transform legacy industries
Significant revenue growth expected over
the next 5 years
Expected to become EBITDA
positive in 2022-2024E
Valuation based on 2023-2025E
financial metrics
Desktop Metal™
MOMENTUS
Velodyne
LIDAR.
smiths
A AppHarvest
ASTRA
-chargepoin+
LUMINAR
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