Brivo SPAC Presentation Deck slide image

Brivo SPAC Presentation Deck

Public comparables - operating benchmarking Matterport Ilincino. FIRTINET.Com GUIDEWIRE Oppfolio paloalto 2 MANDIANT(1) LATCH SmartRent Check Point 53% (3) 81% 34% (3) 40% (3) 34% (3) 96% 74% 72%(3) 45%(4) 21% 17% 76% LTM % Recurring Rev. (²) Median: 20% 291% 188% Revenue Growth Gross Margin Obrivo CY2022E CY2023E CY2022E CY2023E @brivo. 43% 54% 63% 47% 60% 64% 24% 26% 59% 63% 61% 65% 18% Source: Brivo Management, company filings, Capital IQ as of 11/05/2021. Note: Companies sorted by CY2022E revenue multiple. (1) Formerly known as FireEye. (2) Company filings, last twelve months as of current quarter 2021 unless denoted otherwise. 19% 78% 15% 78% 17% 82% 10% 82% 13% 19% 75% Median: 20% 17% 22% 63% 21% 17% 75% 19% 54% 22% (3) Represents Q3 LTM % subscription/ recurring revenue. (4) Mandiant subscription % includes managed services. (5) Represents CY2020 % subscription / recurring revenue. (6) Trimble service revenue includes professional services. 20% 60% 108% 128% 11 62% Median: 61%! Median: 63%! 98% 75% 75% 65% 63% 62% 53% 58% i miitid:=1 nh Median: 64%! Median: 63%! 98% 20% 23% 4% 30% 27% 3% 89% HEXAGON-Trimble 89% 15% 40%(5) 39%(3)(6) 42%(3) Median: 10%! 7% 11% 66% Security and Vertical SaaS Software-enabled Industrial Tech 9% VERRA MORE IT MOBILITY Median: 6% 60% 9% 5% FORTIVE 40%(5) Please refer to "Disclaimer" on Slides 2 and 3 including under the headers "Forward-Looking Statements and "Financial Information for the disclaimer regarding the forecasts and projections included in this presentation. 7% 6% 58% 58% 38
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