Beneficient · NASDAQ:BENF
Beneficient — Investor Presentation (October 2024)
14 slides from Beneficient's investor presentation, Oct 30, 2024
Slide 1: Unlocking the Value Trapped in Alternative Asset Investments
») Beneficient Unlocking the Value Trapped in Alternative Asset Investments Liquidity The Ben® Way: We've built a rapid, secure, online way for customers to exit alternative asset investments for cash, equity, or debt securities based on the customer's individual liquidity needs. BENF Nasdaq Listed
Slide 2: What Problems Does Ben Solve?
What Problems Does Ben Solve? Liquidity for LPs and GPs and primary capital solutions for GPs AltAccess Online Platform delivering trustee and custody services with data analytics for all owners of professionally managed alternative assets Mid-to-high net worth and smaller Increasing demand for earl
Slide 3: Growing Liquidity Needs Coupled with GP Fundraising Needs
Growing Liquidity Needs Coupled with GP Fundraising Needs Represent a Large and Growing Market Opportunity The increasing demand for early liquidity is primarily addressed The increasing demand for primary capital commitments for through the secondaries market, which caters to large institutions GPs
Slide 4: LP Liquidity: Ben's Projected Target Market
LP Liquidity: Ben’s Projected Target Market High-net-worth individual investors and small-to-mid-sized institutional investors represent a growing but traditionally underserved liquidity market Oneofthehighest_ + Oneofthehighest. + —Oneof thehighest_ = $ growing asset classes growing wealth growing
Slide 5: Liquidity & Primary Capital Solutions for Almost All Asset Types and Vehicles
Liquidity & Primary Capital Solutions for Almost All Asset Types and Vehicles Provides a modernized & regulated method of delivering liquidity, capital and related services to investors in most alternative assets Real Assets Structured Target Customers Equity “fel 5 Infrastructure Credit (Agricuttur
Slide 6: AltAccess: Ben's Tech Platform for Customer Engagement & Transactions
AltAccess®: Ben’s Tech Platform for Customer Engagement & Transactions A first-of-its-kind technology platform, AltAccess serves as the centralizing hub of our business and is an interactive, secure online entry point through which our customers receive end-to-end delivery of liquidity, primary capi
Slide 7: Leveraging Digital Technology to Provide Secure & Rapid Exits
Leveraging Digital Technology to Provide Secure & Rapid Exits Faster timelines are made possible by Ben AltAccess™, with its MAPS technology in a digital secure AT&T NetBond® certified tech platform designed to deliver exit options and related custody and trust services to owners of alternative asse
Slide 8: Endowment Model Portfolio Built Through Ben's OptimumAlt Model and Other IP
Ny Endowment Model Portfolio Built Through Ben’s OptimumAlt Model and Other IP Industry Sector) Geography ®) Investment Strategy”) Status) at een Ce meses = fi sas f to Bi 2 norotar ons 252 Funds!) 831 Investments!) ‘As of hune 30,2024, Represents the characteris of professionally managed funde and
Slide 9: Beneficient's Strong Management Team
Beneficient’s Strong Management Team Brad K. Heppner CHIEF EXECUTIVE OFFICER 20+ years indsty experiance in finance ad the alernatveesset space Meomascne GoldmAR Yn 4 cOMPany © Derek L. Fletcher PRESIDENT of FIOFINTRUST AND CHIEF FIDUCIARY OFFICER 25+ years industry exnerionce in wealth management a
Slide 10: Experienced Board of Directors
Experienced Board of Directors Brad K. Heppner DIRECTOR, CEOAND CHAIRMAN OFTHE BOARD 430+ years alternative asset and financial institutions experience, chakman of the oad and CEO, Pro: Founder and CEO of The Crossroads Group; Feunder of Capital Analyt; previously with Bain & Company, MacRthur Found
Slide 11: Ben's Competitive Strengths
Ben’s Competitive Strengths ¥ Technology/IP Ben's structures, systems and methodologies are designed to enable us to finance alternative assets at attractive valuations for Ben and to service our clients in a seamless, efficient manner. Our patent-pending intellectual property embedded in Ben’s syst
Slide 12: Important Disclosures
Important Disclosures This presentation is for educational and informational purposes only Lquiiy ext strategis offered may not include al options and may vary overtime; al ext option, including historic options suchas cash, may not beavalabe or offered to prospective customers at any given time you
Slide 13: Investor Relations Contact
Investor Relations Contact investors@beneficient.com Beneficient Contact askben@beneficient.com Public Webpage www.trustben.com Get A Quote AltQuote.com ~) Ben BENF Nasdaq Listed
Slide 14: Ben Assumptions & Calculations for Projected Target Market (Slide 4)
Ben Assumptions & Calculations for Projected Target Market (Slide 4) * Estimates of holdings by investor classifications based on (i) historical North American private capital assets under management (AUM) data from Preqin (excludes hedge funds) and historical North America hedge fund AUM data from