Beneficient · NASDAQ:BENF
Beneficient — Investor Presentation (December 2024)
14 slides from Beneficient's investor presentation, Dec 4, 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 institutional investors ar
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 cere @ cocci: @ erence € $ weghotes Increased growth, ato 15.2% compound Foe prenaa toa ec commen a sere a
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 Venture a summed fy ucture RealAssets Target Customers quity Capital Credit (Agricultur
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
Endowment Model Portfolio Built Through Ben’s OptimumaAlt Model and Other IP Industry Sector!) Geography ?) Investment Strategy?) 813 Investments!) io, The Calsteral forthe Ex See important disclosures on side 12.
Slide 9: Beneficient's Strong Management Team
Beneficient’s Strong Management Team Brad K. Heppner CHIEF EXECUTIVE OFFICER 3+ oui intyeipernoe i farce and tw alaritve aust ope Teomeabing Goldman eainacomrany@ MacArthur Oi Ochs Foundation ay Derek L. Fletcher 2 Gregory W. Ezell PRESIDENT of FIDFIN TRUST AND CHIEF FIDUCIARY OFFICER 25+ yearsindus
Slide 10: Experienced Board of Directors
Experienced Board of Directors Peter T. Cangany, Jr. biRecroR Insurance enttes, aut an accounting. doatd af Tastes, Finance Committee ‘hai. rani College Prior: Partner of Ens & Youn, LP. Patrick J. Donegan coecron ‘Almost 30 years of experience in banking legal expertise and capital markets regulato
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 syste
Slide 12: Important Disclosures
Important Disclosures This presentation is for educational and formational purposes only quit ext strategles offered may aot include al options and may ary overtime al ext options, Including store options such 3 cash, may not be avalable or offered to prospective customers at any glen time your opti
Slide 13: 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
Slide 14: Ben
~) Ben BENF Investor Relations Contact ee investors@beneficient.com Beneficient Contact askben@beneficient.com Public Webpage www.trustben.com Get A Quote AltQuote.com