Matterport SPAC Presentation Deck slide image

Matterport SPAC Presentation Deck

Massive, unpenetrated $240B+ TAM Investment highlights Market leader fueling the digital transformation of the built world Global, blue chip customers spanning diverse end markets 3B+ 3D Data Points Unrivaled software & data platform with significant expansion opportunities 64 Patents 10 Years of R&D Rapid growth, efficient customer acquisition, and expanding margins >$230T Global Real Estate Assets 20B Spaces Globally <0.1% Digital Penetration Proven leadership team with large-scale platform experience 100X Rest of Market in SUM 10B Square Feet Scanned 4M Buildings 250K+ Subscribers 150+ Countries 112% Net Revenue Retention 59% CY19-CY25E Revenue CAGR 12x CY20E LTV / CAC 2,500 bps of GM Expansion CY19-CY25E Prior Executive Experience: Apple, eBay, Google, & Salesforce Notes: Patents includes issued and pending applications Net revenue retention compares the revenue from active subscriber accounts in 4Q19, excluding variable revenue, to the revenue generated in 4Q20 by those same accounts. LTV / CAC is calculated as the quotient of the product of the average subscription revenue per subscriber multiplied by subscription gross margin and revenue churn rate, divided by the quotient of sales and marketing expense and total new paid subscribers Gross margin estimates for CY21-CY25 exclude stock-based compensation expense TAM estimate from Savills World Research and the Company 33
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