Slide 1: Technology & Data Platform
September 2021
Slide 2: Forward-Looking Statements
Forward-Looking Statements. This communication includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. These forward-looking statements are provided for illustrative purposes only and are not inte
Slide 3: Introduction to Wejo
Introduction to Wejoss SSss“< ESS wejo
Slide 4: Wejo's Mission and Its Impact
Weio's Mission and Its Impact wejo © Wejo Ltd. Ric ha rd Barlow Founder & CEO, Wejo Wejo stands for We Journey. My vision has always been to transform connected vehicle data into data for good, revolutionizing the way we live, work and travel. Wejo is a leader in connected vehicle data. Wejo onboard
Slide 5: Wejo at a Glance
Weio at a Glance DATA POINTS INGESTED ACTIVE LIVE STREAMING VEHICLES OEMs & TIER ls WEJO DATA SUPPLY 10 11 17 50 MILLION Vehicle supply base TRILLION+ MILLION+ 16 BILLION Data points ingested per day 391 BILLION Miles cu rated MARKETPLACES WEJO TEAM CUSTOMER & PARTNER AGREEMENTS 200+ 225+ 332 6.3 PE
Slide 6: Sources and Uses
Seller Rollover Proceeds to Selling Shareholders Cash to Balance Sheet Estimated Transaction Expenses Total Uses
Slide 7: Wejo Holds a Leading Position in a Massive Addressable Market
Wejo Holds a Leading Position in a Massive Addressable Market • weJO © Wejo Ltd. Connected Vehicle 2030 Market Size Represents the entire estimated size of the market for connected vehicle data Wejo's 2030 Serviceable Addressable Market Wejo's SAM consists of opportunities in 8 fields of use and Saa
Slide 8: The Universe of Connected Vehicles is Rapidly Expanding
The Universe of Connected Vehicles is Rapidly Expanding "'Cl (I) .... (.) (I)'"' C Vl C C 0 ,Q u ::! .._L o'--' ,._ (I) (/) ...c .5!l E -~ :, ..c z (I) ~> 0 .... 0 f- 2015 2016 wejo © Wejo Ltd. From 2020 to 2030, the total number of connected vehicles is projected to triple lOx Growth 226 196 14 201
Slide 9: Wejo's Growth: Proven Model, New Products
2021 2023 2022 Weio's Growth: Proven Model, New Products Wejo has proven traction in Traffic Management and Advertising, driving growth through 6 new products over the next 3 years Live Today • esn Q INRIX TRAFFl~ ST A RRI VALIST Traffic Mgt Advertising Demonstrated value in Traffic Management with
Slide 10: Wejo benefits from multiple competitive advantages
Weio benefits from multiple competitive advantages Wejo's strategic moat is supported by many unique and sustainable differentiators OEM Relationships Wejo has strong relationships forged with OEM and Tier ls globally as preferred partner, allowing access to broad and deep vehicle attributes from em
Slide 11: Invest in Wejo with Us
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Slide 12: Why Wejo Leads
Why Wejo Leads wejo
Slide 13: Wejo is a Leader in the Connected Vehicle Data Market
Data Streams Data Packages Developer Interfaces Mobile Apps Web Apps In-Car Apps Cloud Data Centers Analytics Wejo is a Leader in the Connected Vehicle Data Market Backed by Key Strategic Investors Including lg!!!J ~ =• Microsoft 9Palantir SOMPO 0 Location @ Dynamics ® 0 Powertrain 0 e Diagnostic e
Slide 14: Wejo Engages with OEMs & Tier 1s
• • • • • ■ DAIMLER (8) HVUn □ RI ~ JAGUAR SUBARU 2021 10.7 million live vehicles 50 million supply base wejo © Wejo Ltd. Weio Engages with OEMs & Tier ls BENTLEY ~ RENAULT HONDA ~ NISSAN "--./ L- L.....I ~ I c:::> 2025 est 120+ million live vehicles est 200 million supply base Why OEMs & Tier ls En
Slide 15: Product Lines: Data Marketplace & SaaS
* • weJO © Wejo Ltd. Product Lines: Data Marketplace & SaaS Through its Data Marketplace and SaaS product lines, Wejo maximizes revenue opportunities from proprietary data sets and platform capabilities Wejo Marketplace ~$30bn SAM Data fees Platform fees Product/ application usage fees • W8JO A prov
Slide 16: Significant Customer Engagement
Significant Customer Engagement Over 3,500 prospects From qualification to discovery $120mm+ of pipeline value Total contract value in funnel 1000+ new leads every month New customer opportunities $30bn SAM Breadth & depth of target customers wejo © Wejo Ltd. Source Wejo management Live Customers In
Slide 17: Slide 17
Slide 18: Wejo's Proprietary Technology Positions It For Market Leadership
Wejo's Proprietary Technology Positions It For Market Leadership Wejo ADEPT (Automotive Data Exchange Platform & Technology) is Wejo's proprietary and award winning cloud platform designed to support and maximize the value in connected vehicle data. Source-agnostic interfaces provide flexible integ
Slide 19: Wejo Marketplace & SaaS Solutions Accelerate Customer Value
• Weio Marketplace & SaaS Solutions Accelerate Customer Value For Marketplace Customers wejo c,..,te oWeiolD wejo- CHICAGO wejo- Dashboards wejo- ... _ .. __ .. _ -·- .. _ .. _ - - - ,._ .. _ -·- - -·- ,._ .. _ .... _,._ .. _ .. _ - ,._.,._ .. _ .. _ - .. _.,_ -·- - ,._ .. _ ,._ .. _ - -·- - weJO ©
Slide 20: Customers & Investors
Customers & Investors wejo
Slide 21: Microsoft and Logistics Customer Case Studies
• • • • • Global eCommerce Company 1■ Microsoft Mapping ABOUT MICROSOFT AND WEJO Microsoft invested in Wejo in June 2021 and formed a strategic partnership, enabling Wejo to move its cloud infrastructure to Microsoft Azure and benefit from a strong commercial alliance. Microsoft is separately a Wejo
Slide 22: Purdue University and Geotab Case Studies
• • • • • • t;-=1PURDUE ~ UN IVE RS I TY. Fleet Management ABOUT PURDUE UNIVERSITY Purdue University's Joint Transportation Research Program facilitates collaboration between the Indiana Do T **Short description** SOLUTIONS Reduce collisions through road network re-design based on Wejo's driving eve
Slide 23: HDR Construction Civil Engineering Case Study
• • • • • Construction Civil Engineering ABOUT HDR HDR partners with clients to connect the right engineering, architecture, environmental & construction services experience & expertise for their projects. SOLUTIONS Wejo Vehicle Movements data has enabled HDR to win new business HDR have conducted s
Slide 24: Wejo ADEPT
wejo ADEPT 3D parking innovation
Slide 25: Financial Overview
Financial Overview wejo
Slide 26: Positioned to Grow Rapidly While Driving Profitability 2021-2025
Positioned to Grow Rapidly While Driving Profitability 2021 - 2025 0 $mm 2020 A 2021 E 2022 E 2023 E 2024 E 2025 E CAGR Revenue growth driven by higher number of live connected vehicles, • Net Revenue . .1~ .}.- .. $4.3 .. . J.?.~- .. $11.~ .- .. _ _ _ $}, 25 .. $764 265% ] new fields of use, improv
Slide 27: Global Blended Unit Economics by Field of Use
Global Blended Unit Economics by $14 Field of Use ■ Advertising $12 ■ Traffic Info $10 ■ RDS $6 ■ Roadside Assistance $6 Car Sharing & Rental $4 ■ FMS Leasing UBI $2 ■ Payment Unit Economics by Region Vehicle Volumes Sensor Availability & Product Sophistication Traffic Management Advertising Remote
Slide 28: Proposed Capital Raise Fully Funds The 5-Year Plan
Proposed Capital Raise Fully Funds The 5-Year Plan Acceleration of OEM Onboarding Roll Out Of New Products Regional Expansion wejo © Wejo Ltd. $125mm $125mm $75mm Wejo continues to invest in onboarding current and future OEMs to deliver a growing supply of connected vehicle data that can be standard
Slide 29: Transaction Overview
✓ ✓ ✓ Transaction Overview Sources & Uses ($mm) Cash in T rust1 PIPE Proceeds2 Cash on Balance Sheet Seller Rollover3 Total Sources Seller Rollover3 Cash to Balance Sheet1-2 Estimated Transaction Expenses4 Total Uses Illustrative Pro Forma Ownership1•2•3•5 5% l. Assumes no redemptions of VOSO shares
Slide 30: Comparable Company Analysis
wejo © Wejo Ltd. Comparable Company Analysis High Growth Data and Information Providers Data Analytics and Infrastructure High Growth Vertical Software Otonomo1 1 ) Cla1 rivate~ ♦:) CoStarGroup· alteryx §1 . !:::::::] C3.a1 g 154% '23-25E 69% 2025E 42% 2025E MSCI ~ '- 'Tradeweb Z zoominfo 16% 53% 49
Slide 31: Wejo's Intrinsic Value is Well Above Transaction Value
Wejo's Intrinsic Value is Well Above Transaction Value Transaction Value $0.50bn -90% Discount to Intrinsic Value Comparable Valuation Sensitivity Analysis $6.lbn Based on High Growth Data and Information Providers peers revenue multiple range of 16.5x -20.5x -90% Discount to Intrinsic Value $5.lbn
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Slide 33: Online services data collection
Online services Data collection Pseudonymised data for product development . Anonymised data for productgimuelopment