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Page 1: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor
Page 2: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

NetworkData Room Engagements Fundraises Deal Size

A SaaS platform aimed at making investor access a cost and time effective process. With

expertise in three lines of business, Marquee is proud to call itself the world’s most efficient and effective fund-raising service.

Built 100+ documents

Traction

$3 billion transaction history

900+ capital raises

5,000+ meetings per month

Access to over 8,700 LPs and 32,000 investors

| 2020 | PRIVATE & CONFIDENTIAL | 01

$

Who

Are

We

Page 3: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

Buyer Access

Use our buyer network to exit investments and businesses which do not align with your portfolio,

at industry relevant multiples

Data Room Service

Work with our team of world class analysts to

build your teasers, decks & financial models. Get

expert opinion from investment banking

analysts

Investor Access

Access the most relevant investors deeply targeted

to your raise. Meet the world’s best angels,

super angels, venture capitalists & private

equity firms

Access to LPs

Managed service to help you set up calls &

meetings with potential limited partners from our

network of 8,700 institutional investors

| 2020 | PRIVATE & CONFIDENTIAL | 02

Our

Ser

vice

s

Page 4: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

Financial Model Pitch Deck

Business Plan

Ancillary Doc

Industry Research

Our Data Room Service encompasses preparation of the following documents

| 2020 | PRIVATE & CONFIDENTIAL | 03

Grant Application

Forecast a business’ performance, perform financial analysis and enable better decision makingD

ata

Room

Se

rvic

e

Everyone loves to hear stories. We help you tell exciting stories about your startup

Independent research reports with Best-in-class research portals

Strategic Business Plans with focus on key elements

Clear and simple grant applications to support your fundraising process

Includes Equity Research Reports, M&A Advisory Decks, Investment Teasers et cetera

Page 5: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

Cost Effective

Faster turnaround

Save time/cost on HR operations & Motivation

Management

Customized solutions

In-house analysts handpicked from top

Institutions

Open ended support

| 2020 | PRIVATE & CONFIDENTIAL | 04

Working with us goes far beyond than just getting the job done

Why

Wor

k W

ith

Us?

Page 6: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

| 2020 | PRIVATE & CONFIDENTIAL | 05

Dat

a Se

curi

tyNo Third Party Affiliation

Strict NDA

Monitoring Customer Data

Regular Testing

Stringent Privacy Policies

No third party affiliation in handling the data

Protection of your confidential information guarded by a strict Non-Disclosure Agreement

Continually monitoring customer data for potential threats

Regular testing including spot checks to highlight weaknesses and issues, if any

Timely re-evaluating and updating our data privacy policies and strategies

Page 7: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

Building good customer relationships is at the forefront of our values and we safeguard our clients’ interests by signing a legally binding Non-Compete clause

Additionally, we do not (directly or indirectly) solicit or attempt to solicit:

| 2020 | PRIVATE & CONFIDENTIAL | 06

Non

Sol

icit

atio

n O

f Cu

stom

ers

Any party who is a customer of our

client or its subsidiaries

Any party who was a customer of our

client or its subsidiaries in

the history

Page 8: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

Receipt of Information

from the Company

1st draft within 3-5 days of receiving

the information

Deliberations & discussions held with

client for improvements

Final draft within 7-10 days of receiving the

information

| 2020 | PRIVATE & CONFIDENTIAL | 07

The Marquee Process

Experienced Investment Analysts to work on the documents

In-house designers to add an eye-catching

appeal

Independent research to ensure utmost

accuracy of information

Interim drafts to keep you updated on the

process

Page 9: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

| 2020 | PRIVATE & CONFIDENTIAL | 08

Sam

ple

Fina

ncia

l M

odel

s

Page 10: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

Sam

ple

Pitc

h D

ecks

| 2020 | PRIVATE & CONFIDENTIAL | 09

Page 11: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

| 2020 | PRIVATE & CONFIDENTIAL | 10

Sam

ple

Inve

stm

ent

Mem

os

Page 13: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

Founder & CEO

Ash Narain Sam Ahuja

Nikita Garg

Senior Investment Analyst

Lead - Growth & Alliances

The

Team

Page 14: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

Senior Associate - Growth & Alliances

Investment AnalystInvestment Analyst DesignerAssociate - Growth, Onboarding and Support

Founder & CTO Lead - Growth & Alliances

Director of Origination - Fund Placement

Senior Associate - Growth & Alliances

Mallika Joshi

Vrinda ChorariaKabir Narain

Mehak Kohli

Megha SharmaAnchal Sethi

Ridhima WahiShubham Jain

Manisha Sabharwal

Srishti Jain

Senior Associate - Growth & Alliances

Page 15: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

| 2020 | PRIVATE & CONFIDENTIAL

Anal

ysts

han

dpic

ked

from

Top

Fi

nanc

ial I

nsti

tuti

ons

Page 16: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

| 2020 | PRIVATE & CONFIDENTIAL

Trus

ted

by o

ver

100

Clie

nts

Page 17: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

| 2020 | PRIVATE & CONFIDENTIAL

Blair BarbourCEO

Tom PengCo-Founder & COO

‘‘Working with Nikita & Sam was a pleasure. Going into the process without any understanding of fundraising. Marquee team helped me built my first pitch deck and financial projections in a way that appeals to potential investors. Marquee helped us kick off fundraising effort with a good start. ’’

‘‘We really like the work the Marquee team led by Sam did on our data room.’’

Test

imon

ials

Page 18: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor

| 2020 | PRIVATE & CONFIDENTIAL

Catherine Church CEO

Nabil IsmailCo-Founder & COO

‘‘We are happy with all of our dealings with Sam and are pleased with the documents that he prepared for us. Our experience with Marquee has been excellent overall and feel that we had a very good value for the investment so far’’

‘‘Samarth Ahuja of Marquee has been a great team member to work with, and has been very supportive throughout our engagement with them. We highly recommend using Marquee for your consulting needs and we wish them good luck for all their future endeavours.’’

Test

imon

ials

Page 19: Data RoomData Room Service Work with our team of world class analysts to build your teasers, decks & financial models. Get expert opinion from investment banking analysts Investor