Affirm Results Presentation Deck slide image

Affirm Results Presentation Deck

Platform Portfolio and Funding Mix Notes: 1. 2. 3. affirm 4 5. $1,605 $794 $811 FY Q1'20 $2,156 $1,136 10% $1,020 $2,351 $1,353 10% $998 $2,482 $1,428 9% $1,054 FY Q2'20 FY Q3'20 FY Q4'20 On Balance Sheet (non-securitized) ($M) Off Balance Sheet (non-securitized) ($M) Equity Capital Req % Platform $2,893 $1,434 $540 070 $919 $3,673 $1,720 $882 8% $1,073 $4,180 $1,905 $1,294 5% $981 FY Q1'21 FY Q2'21 FY Q3'21 On Balance Sheet (securitized) ($M) Off Balance Sheet (securitized) ($M) $4,660 $315 $2,275 $1,201 4% $869 FY Q4'21 On Balance Sheet (Non-Securitized) includes Loans Pledged as Collateral in warehouse financing vehicles or held by Affirm and consolidated on Affirm's balance sheet On Balance Sheet (Securitized) includes Loans Pledged as Collateral in securitizations and consolidated on Affirm's balance sheet Off Balance Sheet includes Loans Held by Third Parties and not consolidated on Affirm's balance sheet Equity Capital Required is the sum of the balance of loans held for investment and loans held for sale, less the balance of funding debt and notes issued by securitization trusts as of the balance sheet date Metrics are unaudited 17
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