Scalare Partners Holdings Limited · ASX:SCP
Scalare Partners — FY2026 Earnings Presentation
24 slides from Scalare Partners's earnings presentation, Sep 15, 2026
Slide 1: Scalare Partners Investor Updates
For personal use only I NVES TOR P RESE NTATI O N Scalare Partners Investor Updates
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer "This presentation has been prepared by Scalare Partners Holdings Ltd (ACN 629 598 778) for public release through ASX and provides general information about the Company and its activities. It should be read together with the Company’s FY26 financial report and announ
Slide 3: FY26 Highlights
F UL L Y EAR 2 0 2 6 0 1 — F Y 2 6 H IG H L IG H T S A startup growth engine funding a compounding investment portfolio. For personal use only ~214% $12.5m $15.7m $15.2m REALISED & UNREALISED +12% FROM JUN 25 +391% V FY25 +13% FROM JUN 25 Total returns to date Portfolio value - 25 companies Total re
Slide 4: The Investment Case: Why Scalare
T H E I N V ES TM EN T C A SE W H Y S C A L A RE Public-market access to the exciting world of early-stage startups. For personal use only ASX: SCP Own capital ~214% Listed access, one ticket Aligned by conviction Realised & unrealised returns A S X : S CP
Slide 5: About Scalare
For personal use only S ECT IO N 0 1 About Scalare —
Slide 6: Two Engines. One Ecosystem.
ABO UT SC AL ARE T W O E N GI N E S . O NE E C OS Y S T EM . The operating business generates deal flow for the investment portfolio. For personal use only T HE OP ER AT IN G T HE IN VE ST ME NT P ORT F OL IO BU SI NE SS Recurring revenue & proprietary pipeline High-conviction equity upside Essentia
Slide 7: The Revenue & Deal-Flow Engine
ABO UT SC AL ARE T H E R E V E NU E & D E A L -F L OW E N GI N E Three activities that generate revenue and surface deals. Recurring operating revenue from all three - Founder insights - Qualified, proprietary deal flow For personal use only Communities & Events Programs & Diagnostics Support Servic
Slide 8: Financial Summary
For personal use only S ECT IO N 0 2 Financial Summary
Slide 9: Revenue Analysis FY26
FINANC IAL S UMMARY R E VE N U E A N A L Y SI S · F Y 2 6 Revenue driven by ecosystem synergies. Communities & Events · $11.95m Support Services · $1.82m P&D · $1.13m For personal use only Share of FY26 services revenue Support Services Communities & Events Programs & Diagnostics $1.82m $11.95m $1.1
Slide 10: The Investment Opportunity
For personal use only S ECT IO N 0 3 The Investment Opportunity
Slide 11: The Scalare Investment Proposition
T H E I N V ES TM EN T O P PO R T U N I T Y T H E S C A L AR E I NV E S T M E N T P RO P OS I T IO N A self-reinforcing model — revenue alongside investment. For personal use only 01 02 03 Recurring revenue alongside investing Proprietary, ecosystem-led deal flow Better-vetted, data-led decisions Pr
Slide 12: Portfolio Profile & Approach
T H E I N V ES TM EN T O P PO R T U N I T Y P OR T F OL I O P R O F IL E & A P P R OA C H 25 high-conviction investments across the globe. For personal use only 25 5 9 $250k Countries — AU · US · EU · SG · NZ Sectors — fintech to deep tech Max initial cheque, seed / pre-seed HOW WE SELECT PORTFOLIO
Slide 13: Portfolio by Growth Stage, 30 June 2026
T H E I N V ES TM EN T O P PO R T U N I T Y POR TFOLIO B Y GR OW TH STA GE · 30 JU N E 2026 ~214% Valuation rewards companies as they scale. total returns to date (realised & unrealised) For personal use only GROWTH STAGE COMPANIES TOTAL INVESTED CURRENT VALUE % OF PORTFOLIO VALUE Product launch 3 $
Slide 14: The Engagement-to-Investment Pipeline
T H E I N V ES TM EN T O P PO R T U N I T Y T H E E N GA G EM E NT - T O - I N VE S T M E N T P IP E L I N E Converting engagement into investment. ENTRY POINT PAID SERVICE REVENUE PORTFOLIO INVESTMENT For personal use only HEALTH TECH REGTECH HEALTHTECH CLEANTECH Selected for Scalare Investment Por
Slide 15: FY27 Strategic Priorities
S TR A T E G Y F Y 2 6 S T R AT E G IC P RI O RI T I E S Four priorities to compound shareholder value. For personal use only Strengthen Portfolio Grow Recurring Enhance Founder Drive Operating Performance Revenue Experience Leverage Expand partnerships & Deepen communities & Complete group-wide int
Slide 16: M&A Discipline & Evolution
S TR A T E G Y M & A DI S C IP L I N E & E V OL U T I ON Disciplined acquisitions, a compounding platform. ACQUISITION CRITERIA For personal use only Strategic alignment with our founder ecosystem Clear pathway to cross-sell or accrete value Recurring or scalable revenue, EBITDA-positive & accretive
Slide 17: Leadership & Board: Executive Leadership
O UR PE O PL E L E A DE R S H IP & BO AR D Operators who have built, scaled and exited. EXECUTIVE LEADERSHIP For personal use only Carolyn Breeze James Walker Nick Roberts Giles Bourne Jenny Li Partner & CEO Founding Partner Founding Partner Founding Partner CFO Joined Scalare in February 2023. 20+
Slide 18: Leadership & Board: Board of Directors
O UR PE O PL E L E A DE R S H IP & BO AR D Independent oversight, aligned with founders and shareholders. BOARD OF DIRECTORS For personal use only Adelle Howse Neil Carter James Walker Giles Bourne James Lougheed Non-Executive, Independent Non-Executive, Independent Founding Partner & Executive Foun
Slide 19: The Ecosystem, Unified
AP PE NDI X T H E E C OS Y S T E M, U NI F I E D One platform, built by acquisition and design. For personal use only The Founders Union Tank Stream Labs Planet Startup Inhouse Ventures LAUNCHED NOV 2025 ACQUIRED SEP 2025 ACQUIRED OCT 2025 ACQUIRED MAR 2025 Premium coworking in Sydney, vCFO for 30+
Slide 20: Revenue & Profitability FY26
FINANCIAL S UMMARY REV EN U E & PRO FI T A BI LI T Y · FY2 6 Total income up 411% to $18.0 million, with services revenue up 420% to $14.9 million ME ASU RE 30-JUN -26 $ 30-JUN -25 $ C H A N GE % S AL E S AN D S UP P ORT S E RV IC ES R EV EN UE DI RE CT SE RV IC ES E XP E NS ES FY26 service revenue
Slide 21: Cash Flow FY26
FINANCIAL S UMMARY C A SH FLO W · FY 26 Customer receipts up 576% to $16.5 million with growth across expanded community services. C A S H F LO W 30-JUN -26 $ 30-JUN -25 $ C H A N GE % CU S T OM ER R EC EI PT S L E AS E INC EN T IV ES & OF F IC E CA PE X Customer receipts up 576% to $16.5 million Fi
Slide 22: Balance Sheet: Net Assets Up $1.8m
FINANCIAL S UMMARY BA LA N C E SH EET · N ET A SSET S U P $ 1 . 8 m Stronger balance sheet through strategic acquisition and shareholder support. BAL ANC E S HEE T 30-JUN -26 $ 30-JUN -25 $ C H A N GE % AC QU IS IT ION S S T R EN GT HE N BA L AN CE S HE ET Tank Stream Labs acquired for $5.09 million
Slide 23: Scalare Investment Portfolio as at 30 June 2026
T H E I N V E S T M E N T OP P O R TU N I T Y S C A L A R E I N V E S T M E N T P OR T F O L I O · A S A T 3 0 J U N E 2 0 2 6 Amounts invested by portfolio company growth stage. As companies move from stage to stage, they tend to be rewarded with a higher valuation on the back of revenue growth, a
Slide 24: Thank You
For personal use only T HAN K Y OU Invest in us — and everything we invest in. Carolyn Breeze Giles Bourne CEO Co-Founding Partner
Scalare Partners Holdings — FY2026 Earnings Presentation on 6ix