Lightning Emotors, Inc. · OTC:ZEVY
Lightning Emotors — GigCapital3 — ICR Conference Winter 2021
19 slides from Lightning Emotors's conference presentation, Jan 12, 2021
Slide 1: ICR Conference Winter 2021
ICR Conference WINTER • 2021ICR Conference WINTER • 2021
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer Certain statements in this company overview may constitute forward-looking statements for purposes of federal securities laws. Our forward-looking statements include, but are not limited to, statements regarding our or our management team’s expectations, hopes, beliefs,
Slide 3: Technology SPACs Statistics Overview
Technology SPACs Statistics Overview Strong SPAC Momentum with Limited Industry Overlap ▪ SPACs have grown significantly in the last 10 years and exploded in 2020 to become a strong alternative to liquidity ▪ More than $83 billion raised for 248 SPACs in 2020, an exceptional year for SPACs ▪ 221 SPA
Slide 4: Technology SPACs Statistics Overview
Technology SPACs Statistics Overview ▪ 33% of outstanding SPACs currently seeking acquisitions have a Technology focus ▪ Technology SPACs are part of a very competitive environment ▪ Continuing to see SPACs in the pipeline with some combination of PE backing, forward purchase or IPO indications ($MM
Slide 5: Global Megatrends and Implications: Sustainability and Smart Infrastructure
Global Megatrends and Implications Accelerating Urbanization Calls for Sustainability and Environment Smart and Sustainable Infrastructure Underpin Long Term Growth ▪ Climate change and consequent environmental and social impacts are ▪ Urban population is expected to increase from today’s some of th
Slide 6: Global Megatrends and Implications: Digitalization and Globalization
Global Megatrends and Implications Digitalization Driving Massive Value Globalization Demand Global and Changing Business Models Perspectives and Execution ▪ Data has become enterprises’ most valuable asset ▪ Developing countries, particularly in Asia Pacific and Latin America, are starting to bring
Slide 7: Digitalization is Changing Business Models
Digitalization is Changing Business Models Data has become enterprises’ most valuable asset… Managing this data and deriving intelligent insights is essential to success. Transforming Transforming Transforming Customer Operational Business Experience Processes Models ▪ Understanding customer journey
Slide 8: Data Driven Target Identification & Efficient Engagements
Data Driven Target Identification & Efficient Engagements 3: Demonstrated Execution 1: Investment Criteria ▪ Speed and certainty of execution is essential to attract ▪ Leading growth categories in sectors enabled by technology quality partners ▪ Best available US private and overseas private or fore
Slide 9: Criteria of Selecting the Targets
Criteria of Selecting the Targets Data-Driven Target Identification & Engagement – GigCapital Standard Engagement Tracking PUBLIC Targets & Outreach Qualification Mutual Interests Due Diligence DA deSPAC DATA ~7:1 Contacts DB ~2-3:1 ~4:1 LOI ~10:1 DATABASES Financials, Cap Table, Audit Status, Reven
Slide 10: GigCapital Global | Chronology 2007-2021
GigCapital Global | Chronology 2007-2021 Nov, 2019 Closed Combination Signed with Kaleyra definitive SPA $145M IPO NYSE America: KLR with Kaleyra NYSE: GIG 1H/2021 Combinations intends to close Signed BCAs with UpHealth/Cloudbreak with UpHealth $175M IPO NYSE: UPH & Cloudbreak NYSE: GIX 1H/2021 Comb
Slide 11: Portfolio Overview
Portfolio Overview Jurisdiction Delaware Delaware Delaware Symbol GIG.U GIX.U GIK.U Focus TMT TMT TMT Initial Size $145 million $173 million $200 million % in Trust 100% 100% 100% $ in Trust / Share $10.00 $10.00 $10.00 Unit 1 Share + ¾ Warrant + 1 Right (1/10) 1 Share + 1 Warrant + 1 Right (1/20) 1
Slide 12: A History of Success – Kaleyra
A History of Success – Kaleyra - CPaaS RoW North 9% America Europe ▪ Kaleyra technology: 21% 47% – Provides secure and reliable customer communication APAC 23% – Kaleyra invests in its data centers while enabling public cloud (99.99% uptime), hybrid cloud, private cloud and on-premise deployments eC
Slide 13: A History of Success – GigCapital2/UpHealth/Cloudbreak
A History of Success – GigCapital2/UpHealth/Cloudbreak ▪ UpHealth (5 companies merger) and Cloudbreak Enabling Healthier – Consistent delivery of innovative technologies / services, Communities global revenue growth, profitability ▪ Technology – Integrated Care Management Platform: population health
Slide 14: A History of Success – GigCapital3/Lightning eMotors
A History of Success – GigCapital3/Lightning eMotors ▪ Strong market positioning – The only company that has delivered Class 3, 4, 5, 6 and 7 EVs – First mover advantage – 50%+ market share in Class 3 – 6 EVs in 2020 (1) – Existing sales with 30 fleets (2) that together operate ~500,000 vehicles ▪ O
Slide 15: Portfolio Overview
Portfolio Overview 15 Data as of 01/08/21 COMPANY CONFIDENTIALPortfolio Overview 15 Data as of 01/08/21 COMPANY CONFIDENTIAL
Slide 16: Experienced Executives & Board Members
Experienced Executives & Board Members Dr. Avi Katz Dr. Raluca Dinu Neil Miotto Founding Managing Partner GigCapital Founding Managing Partner GigCapital Partner, GigCapital CEO, GigCapital3 CEO, President, GigCapital2 BOD Member, GigCapital2, 3 Executive Chairman, GigCapital2, 3 BOD Member, GigCapi
Slide 17: GigCapital Mentor-Investor: From Launch to Combination Growth
™ GigCapital Mentor-Investor TMT PPE From Launch to Combination Growth PHASE 2 PHASE 3 PHASE 4 PHASE 5 PHASE 1 Searching Engagement Closing Growth & Exit Inception 2 MONTHS 6-12 MONTHS 1-3 MONTHS 3-6 MONTHS 2-5 YEARS ▪ Structuring the Private-▪ TMT Global focus, diversified ▪ 2-4 weeks for LOI▪ 2-6
Slide 18: GigCapital Global Differentiation
GigCapital Global Differentiation ▪ Complete IPO suite of services for “IPO in a box” ▪ Global presence and exceptional domestic and international M&A and rollup experience ▪ Exceptional access to Wall Street capital – For business combination and post-combination for organic and strategic growth ▪
Slide 19: Thank You
Thank You WINTER • 2021Thank You WINTER • 2021 Additional Information and Where to Find It GigCapital3 filed a registration statement on Form S-4 (File No. 333-251862), which includes a prospectus with respect to Lightning eMotors’ securities to be issued in connection with the business combination