Bakkt Digital Assets Presentation slide image

Bakkt Digital Assets Presentation

Investment Plan Projected Operating Expenses 2021E ($ millions) Personnel (1) Marketing Technology D&A Other Total (2) Commentary • 2022E 2023E 2024E 2025E $103 $120 $129 $141 $156 106 117 102 65 60 19 26 31 33 36 20 41 54 56 46 11 12 15 18 $259 $316 $331 $314 21 $320 Investment focused on data & analytics capabilities, engineering personnel and sales & marketing to drive growth • Ability to flex variable cost structure • Significant operating leverage . No additional investment anticipated to achieve positive cash flow, expected in 2023 • Cost structure advantage, leverage ICE relationship and significant infrastructure investments to-date Note: Projections assume a January 1, 2021 transaction closing date and related funding for execution of growth strategy. There may be decimal differences due to rounding. bakkt (2) (1) Personnel expense includes capitalized software development costs and executive compensation (both cash and non-cash), with the exception of an incentive equity grant to the incoming CEO, which is being finalized. Other includes professional fees, technology, occupancy, merchant processing fees, business insurance, risk and compliance services, intercompany charges - ICE, and other operating costs. 30
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