Lifestance Health Group, Inc. · NASDAQ:LFST

Lifestance Health — Investor Presentation (January 2023)

10 slides from Lifestance Health's investor presentation, January 2023

  1. Slide 1: Reimagining Mental Health

    Reimagining Mental Health I N V E S T O R P R E S E N TAT I O N • J A N U A R Y 2 0 2 3

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements 2

  3. Slide 3: LifeStance: Reimagining Mental Healthcare

    LifeStance: Reimagining Mental Healthcare 5,431 Clinicians 24% Y/Y Growth $820M OUR MISSION Increasing access to trusted, affordable, and personalized mental healthcare OUR VISION A truly healthy society where mental and physical healthcare are unified to make lives better Revenue | TTM (1) 38% Y/Y

  4. Slide 4: LifeStance Today: A Scaled National Outpatient Mental Healthcare Provider

    LifeStance Today: A Scaled National Outpatient Mental Healthcare Provider GROWTH OF ANNUAL REVENUE TO >$820M (3Q22 TTM) ~90% of the U.S. Population Has Access to LifeStance $820 $668 $377 $213 $100 2018 2019 2020 2021 3Q22 TTM GROWTH OF CLINICIAN BASE TO >5,400 CLINICIANS 5,431 4,790 3,097 1,404 Sta

  5. Slide 5: Massive Market Opportunity Driven by the Unmet Need for Mental Healthcare

    Massive Market Opportunity Driven by the Unmet Need for Mental Healthcare $215B 53M Americans living with mental illness(1) +14% Increased awareness and reduced stigma CAGR $116B Bipartisan regulatory tailwinds LifeStance is uniquely positioned as a scaled player in the highly fragmented mental heal

  6. Slide 6: LifeStance Was Founded to Solve these Challenges

    LifeStance Was Founded to Solve these Challenges Lack of Access = Disease Burden from DIFFERENTIATION & • Virtual and in-person visits 1 Mental Health Conditions OPTIMIZATION • Data-driven personalized care BUILD SCALE • 100% of commercial revenue in-network 2 Lack of Affordability = Lack of Treatme

  7. Slide 7: CEO Impressions from First 4 Months

    CEO Impressions from First 4 Months We are well positioned for long-term growth and profitability acceleration beyond 2023 Uniquely addressing large market with underfunded mental healthcare and underserved ✓ individuals with mental health conditions; opportunity to grow core and expand into adjacen

  8. Slide 8: LifeStance Growth Horizons

    LifeStance Growth Horizons Past: 2017 – Today ✔(1) Near-Term (1-2 years) Mid-Term (3-5 years) BUILD SCALE D I F F E R E N T I AT I O N & F O RT I F Y & G RO W O U R CO R E O P T I M I Z AT I O N • Establish LifeStance as one of the • Fortify the core by shifting to organic • Drive greater operating

  9. Slide 9: Financial Priorities and Capital Allocation

    Financial Priorities and Capital Allocation LIQUIDITY AS OF SEPTEMBER 30, 2022 LONG-TERM DRIVERS OF FREE CASH FLOW $90M $212M • Greater focus on operating leverage and profitability Cash & Cash Equivalents Net Long-term Debt* • Investments in working capital improvements • More focused approach to M

  10. Slide 10: Investment Highlights

    Investment Highlights Massive market opportunity driven by growing patient need and industry tailwinds DIFFERENTIATION & OPTIMIZATION Large, scaled national brand uniquely positioned to unify mental and physical healthcare Hybrid in-person and virtual business model and multidisciplinary approach Cl

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