Vertex IPO Presentation Deck

Safe harbor This presentation has been prepared by Vertex, Inc. (the "Company") for the exclusive use of the party to whom the Company delivers this presentation, The Company has filed a registration a registration statement on Form S-1 (No. 353-239644) (the "Registration Statement"], including a prospectus, with the Securities and Exchange Commission (the "SEC") for the initial public offering of the Company's common stock (Common Stock") to which this communication relates. The Registration Statement has not yet become effective The Common Stock may not be sold, nor may offers be accepted, prior to the time the Registration Statement becomes effective. Before you vest, you should read the prospectus in the Registration Statement, including the Risk Factors set forth therein, and the other documents that the Company has fied with the SFC for more complete information about the Company and this offering. You can obtain these documents for free by visiting EDCAR on the SEC website at www.sec.gov. Alternatively, copies of the prospectus may be obtained from Goldman Sachs & Co. LLC, Attr: Prospectus Department, 200 West Street, New York, NY 10282, or Morgan Stanley & Co. LLC, Attr Prospectus Department, 180 Varick Street, 2nd Floor, New York, NY 10014. Any statements made in this presentation that are not statements of historical fact, including statements about the Company's beliefs and expectations, are forward-looking statements and should be evaluated as such. Forward- looking statements include information concerning possible or assumed future results of operations, including descriptions of our business plan and strategies. These statements often include words such as "anticipate," "expect" "suggests," "plan" "believe intend estimates," "targets." "projects," "should" "could "would." "may." "will" "forecast and other similar expressions. The Company bases these forward-looking statements on its current expectations, plans and assumptions that the Company has made in light of its experience in the industry, as well as its perceptions of historical trends, current conditions, expected future developments and other factors the Company believes are appropriate under the circumstances at such time. As you read and consider this opresentation, you should understand that these statements are not guarantees of future performance or results. The forward-looking statements are subject to and involve risks, uncertainties and assumptions, and you should not place undue reliance on these forward-looking statements. Although the Company believes that these forward-looking statements are based on reasonable assumptions at the time they are made you should be aware that many factors could affect the Company's actual results at results of operations and could cause actual results to differ materially from those expressed in the forward-looking statements Factors that may matenally affect such forward-looking statements include the Company's ability to attract new customers on a cost-effective basis and the extent to which existing customers renew and upgrade their subscriptions; the Company's ability to sustain and expand revenues, maintain profitability, and to effectively manage our anticipated growth; the timing of our introduction of new solutions or updates to existing solutions: the Company's ability to successfully diversify its solutions by developing or introducing new solutions or acquiring and integrating additional businesses, products, services or content the Company's ability to maintain and expand its strategic relationships with third parties, risks related to the Company's expanding international operations, the Company's ability to deliver its solutions to customers without disruption or delay, the Company's exposure to liability from errors, delays, fraud or system failures, which may not be covered by insurance, risks related to the Company's determinations of customers' transaction tax and tax payments, risks related to changes in tax laws and regulations or their interpretation or enforcement, the Company's ability to manage cybersecurity and data privacy risks, risks related to failures in information technology, infrastructure and third party service providers, the Company's ability to effectively protect, maintain and enhance its brand; global economic weakness and uncertainties, and disruption in the capital and credit markets; business disruptions related to natural disasters, epidemic outbreaks, terrorist acts, political events or other events outside of the Company's contro, the Company's ability to comply with anti-corruption, anti-bribery and similar laws; changes in interest rates, security ratings and market perceptions of the industry in which the Company operates, or the Company's ability to obtain capital on commercially reasonable terms or at alt any statements of belief and any statements of assumptions underlying any of the foregoing, and other factors beyond the Company's control The Company undertakes no obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise, except as required by applicable law. All written and oral forward-looking statements made in connection with this presentation attributable to the Company or persons acting on the Company's behall are expressly qualified in their entirety by the above paragraph This presentation contains non-GAAP financial measures such as Adjusted EBITDA and free cash flow. These measures are not prepared in accordance with generally accepted accounting principles in the United States of America [GAAP) and have important limitations as analytical tools. Non GAAP financial measures are supplemental, should only be used in conjunction with results presented in accordance with GAAP and should not be considered in isolation or as a substitute for such GAAP results Refer to the Appendix of this presentation for a reconciliation of each non GAAP financial measure to the most directly comparable financial measure calculated and presented in accordance with GAAP. Market data and industry information used throughout this presentation are based on management's knowledge of the industry and the good faith estimates of management. The Company also relied to the extent available, upon management's review of independent industry surveys and publications and other publicly available information prepared by a number of third party sources. All of the market data and industry information used in this presentation mvolves a number of assumptions and imitations, and you are cautioned not to give undue weight to such estimates. Although the Company believes that these sources are reliable, the Company cannot guarantee the accuracy or completeness of this information, and the Company has not independently verified this information. While the Company believes the estimated market position, market opportunity and market size information included in this presentation are generally reliable, such information, which is derived in part from management's estimates and beliefs, is inherently uncertain and imprecise. No representations or warranties are made by the Company, any of its affiliates or the underwriters as to the accuracy of any such statements or projections Projections, assumptions and estimates of the Company's future performance and the future performance of the industry in which the Company operates are necessarily subject to a high degree of uncertainty and risk due to a variety of factors, including those described above. These and other factors could cause results to differ materially from those expressed in the Company's estimates and beliefs and in the estimates prepared by independent parties MVERTEX 2