Rally SPAC Presentation Deck slide image

Rally SPAC Presentation Deck

Strong position among peers 22E-24E CAGR EV / 2023E Revenue EV / 2024E Revenue rally 91.0% 3.5x 1.9x olo ilincino. Alkami tyler Veeva technologies Trimble Manhattan Associates. Duck Creek Technologies Vertical SaaS 16.0% 7.0x 6.2x Market Data from FactSet and Capital IQ as of 6/03/22 Sharing Economy: BKNG, ABNB, DASH, UBER, LYFT, GRAB, SWVL; Marketplace SaaS: ACVA, BIGC, GWRE, BSY, VRRM; Vertical SaaS: TRMB,MANH,ALKT, TYL, VEEV,DCT,NCNO,OLO All figures shown are median for the cohort; ranges as follows for 22E-24E CAGR, EV/23E Rev, EV/24E Rev, respectively: Shared Economy: 14.4-152.7%, 1.0-7.1x, 0.8-5.9x Vertical SaaS: 7.6-28.1%, 4.0-9.6x, 3.2-8.2x Marketplace Software: 5.4-31.8%, 1.5-9.9x,1.1-9.1x 26 BIGCOMMERCE Booking.com airbnb Bentley Advancing Infrastructure ACV GGUIDEWIRE VERRA MOBILITY Marketplace Software 11.6% 5.0x 4.7x DOORDASH Uber lyn swt Grab Sharing Economy 21.4% 2.5x 1.8x rally
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