J.P.Morgan Software Investment Banking

Potential strategic partners Tier 1 Alphabet amazon IQVIA salesforce J.P.Morgan DASSAULT SYSTEMES Tier 2 Microsoft ORACLE medidata SAP BROADCOM citrix FICO FORTIVE IBM NTT ROPER splunk> Veeva workday. Z zoominfo Key investment themes 1 Significant emphasis on vertical-focused data/Al opportunities 2) Most players are actively analyzing angles to enter and disrupt the healthcare ecosystem at scale 3) Increasing focus on customer 360 degree platform 4 Cloud infrastructure providers are targeting select verticals with a strategy of market segment ownership 32

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