Sezzle Inc. · NASDAQ:SEZL
Sezzle — Merger or Acquisition (February 2022)
29 slides from Sezzle's merger presentation, Feb 28, 2022
Slide 1: Zip Special All Hands: Introducing Sezzle to the Zipfam
js iz Zip Special All Hands Introducing Sezzle to the Zipfam
Slide 2: Agenda
Slide 3: The why
The why
Slide 4: The Why
The Why Zips scale and ing, with combination to accelerate in the US “Seer D ‘Synergies and path bl Hal ‘to profitability for improved unit economies, accelerating Zip’s path to profitability pesca) Integration path to deliver near-term financial benefits including accretion Ealancelstioed ‘synergie
Slide 5: A transformational combination
A transformational combination Our key capabilities ¢ Enlarged customer base Strong merchant network Two sided revenue model Richer product suite and roadmap Diversified industry verticals Broader partnership set Deeper talent base P
Slide 6: Delivering global scale and an enhanced US network
Delivering global scale and an enhanced US network Global Metrics US Metrics Customers (rm) Customers (rm) [= | = zhp ‘serie Profane zhp Ssezzle Pre Fome ‘Morchants(k) ‘Merchants (k) oa [+] 0s zap ‘serie zhp Gsezzle
Slide 7: Deepening our commitment to the customer
Deepening our commitment to the customer through a shared product vision — nse oi ot WALLET VISION pa
Slide 8: Bringing together highly complementary merchant networks
Bringing together highly complementary merchant networks across diverse verticals... Combined proposition for US merchants zp ‘customer network’? sim Products Payin a other Ket Merchant dashboard, ‘self-service sign up customer pays, Pricing model merchant pays App (open loop, Ce check-out, in-store
Slide 9: Strengthening our ability to win in the US
Strengthening our ability to win in the US 2 © 8 5s @ Products Global Scale Short and long ‘Ahigh margin, open Atwo sided revenue Combined dataand A truly global duration instalments loop app combined model that optimises credit assets to drive payments technology in the Us delivered with a strong m
Slide 10: About Sezzle
About Sezzle
Slide 11: About Sezzle in some pics
About Sezzle in some pics Founded by Charlie and Paulin 2016 Headquarted in Minneapolis! MN Sell + Sizzle = \) sezzle <~ 28 ®sezzle ba URcye4M | Rebranded in 2020
Slide 12: About Sezzle in some pics
About Sezzle in some pics Became a Certified Certified Planted over D M Trees B-Corp Sooner in 2021 In the forest gardens of Africa during 2021 Sezzle hos over j Sezzle’s Employee | 00 Resource Group ®@Bwomen of Sezzle @pipoc MPride employees in North America as of Jan 2022 Mental Health @Parents of
Slide 13: A leading, full-service US BNPL platform with strength in SMB
A leading, full-service US BNPL platform with strength in SMB @seZZle us-based EnPL platform 3.4m Over 3.4M active customers Over 47K+ active merchants Key businesses in US and Canada Founded by Charlie Youakim (CEO), Paul Paradis (President) and Killian Brackey (CTO) Cobales viraty E-commerce plato
Slide 14: Industry recognised across product and customer experiences
Industry recognised across product and customer experiences @sezzle © Provides short term (<2 month) interest-free installment products * Installments paid over 6 weeks ‘© Long term instalment capability off balance sheet ‘© Proprietary technology jeveloped for application layer, fraud detection and
Slide 15: Continued strong growth across key metrics
Continued strong growth across key metrics simver — US$2.3 Total revenue (USSm) merchants! customers? 47,000 3.4M
Slide 16: Meet the Team
MEET THE TEAM| ® Founded in 2016 by Charlie, Paul & Kilian 3 Headquartered in Minneapolis, Minnesota @ Presence in US, Canada, India, Brazil, Spain ™ Team largely remote since COVID © Big focus on people, purpose and community
Slide 17: Meet Charlie
Meet Charlie
Slide 18: Meet Charlie Youakim
Meet Charlie Youakim = gf "|
Slide 19: Next steps
Next steps
Slide 20: What you can expect along the way...
What you can expect along the way... Me & # Q1cY2022 Q2-3 CY2022 End of CYQ3 2022 © Finalise all ASX ‘* Continue to operate Business as Usual © Deal completion deal requirements ‘© Commence integration discovery with a ‘© Start working together as © Continue to focus on technology, one Zip team oper
Slide 21: Useful resources
Useful resources Frequently Asked ‘Questions (FAQs) Question Box Lunch & Learns AMAS
Slide 22: We are Zip
We are Zip We are just getting started
Slide 23: Questions
Questions SLIDO: HSSGIBHI(p: 2109) - aac SLiDo: BGBBIE|(p: 2109) - us Password: 2109
Slide 24: Important legal information (1/6)
Important legal information (1/6) IMPORTANT LEGAL INFORMATION Cautionary Statement Regarding Forward-Looking Statements, a ofthe federal securities laws) with respect to the Proposed Transaction, including but ‘benefits of the Proposed Transact completion and effects of the Proposed Ti eg Zip and Se
Slide 25: Important legal information (2/6)
Important legal information (2/6) (ili) impact of the integration, support and prominent presentation of Sezzle’s and Zip’s platform by its merchants; (ix) impact of exchange rate ‘uctuations inthe intemational markets in which Sezzle and Zip operat; (x) Sezae's and Zip's ability to protect is intel
Slide 26: Important legal information (3/6)
Important legal information (3/6) ocx) the possibilty that competing offers or acquisition proposals for Sezzle or Zip will be made, which could result in termination of the merger agreement; (xxvii) the risk that Zip shareholders do not approve the Proposed Transaction and (xxxix) Zip’s ability to
Slide 27: Important legal information (4/6)
Important legal information (4/6) Additional Information and Where to Find It ‘This announes to the Proposed Transaction. In connection with the Proposed Transaction, Zip will file a registration statement on Form F-4 with the SEC, a Notice by ASIC, will file ‘prospectus in Australia with the ASIC i
Slide 28: Important legal information (5/6)
Important legal information (5/6) No Offeror Solicitation Neither the Inv to buy or the fan offer 1 jurisdiction, or *oaon of ay vote or pro ofthe Popsed Tnsston es there be any offer, solicitation, or sale of securities in any jurisdiction in which such D alii No sccurites desert in this communicat
Slide 29: Important legal information (6/6)
Important legal information (6/6) International offer restrictions Tis communication not ony stent alison or roy consent authori wih eset ny sei ‘Transaction and erin pt ofthe Popo BEFORE MAKING ANY VOTING OR INVESTMENT DECISION, SECURITY HOLDERS ARE URGED TO CAREFULLY READ THE ENTIRE REGISTRATION S