FaZe SPAC Presentation Deck
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INVESTMENT THESIS
Leading Digital Native
Lifestyle Brand
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9
Diversified Multiplatform
Monetization Strategy
Global Market Growth
EN
Lucrative and Hard to
Reach Demographic
Scalable Future
M&A Growth
Strong Financial Profile
• FaZe has expanded past its gaming roots and is becoming a voice of youth culture with 350mm+(¹) combined
social media reach and an estimated ~120mm (2) uniques
• More cross platform actions than the next 8 Esports organizations combined (3)
• The global video streaming market is expected to grow at a CAGR of 21% from 2021E to 2028E(5)
• ~3bn global gamers(6)
• 400mm+ Esports viewers expected to grow ~8% per year(7)
Organic growth from sponsorships, content, merchandise, Esports, international expansion, and other IP
verticals presents opportunity to significantly increase monetization per audience member to levels of competing
organizations and leagues which represents a revenue growth opportunity of ~10x to ~200x+ today's levels (4)
• 80% of FaZe audience between 13 and 34 years old - a demographic which is challenging for advertisers to
reach with traditional media (8)
• Gen Z expected global income of $33tn by 2030E(9)
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Opportunities for strategic and financial synergies across several verticals
• FaZe believes that it can be the conduit between the digital and real world, a challenging area for traditional
brands and industries
O
FaZe provides a powerful combination of expected strong growth, capital efficiency and a rapid path to
profitability
Twitter, Instagram, TikTok, YouTube, Twitch.
(5)
Unique audience represents total subscribers to FaZe owned and FaZe talent channels on YouTube as of July 31 2021. (6)
(3) U.S. brands, Reactions, Comments, Shares, Retweets and Likes on Facebook/Twitter / Instagram, main account, 2020. (7)
Shareablee "The State of Social Media in the U.S. 2020", 2021.
(8)
(4) Based on $ per unique audience, J.P. Morgan "Alexia's Sports Rights Almanac - 2020", June 2020.
(9)
Grand View Research "Video Streaming Market Size & Share Report", February 2021.
NewZoo "Global Games Market Report 2021", July 2021.
NewZoo "Global Esports & Live Streaming Market Report", March 2021
YouTube, management analysis.
Bank of America "OK Zoomer: Gen Z Primer", November 2020.View entire presentation