Banzai International, Inc. · NASDAQ:BNZI
Banzai International — 7GC & Co. Holdings — SPAC Merger (October 2023)
36 slides from Banzai International's SPAC merger presentation, Oct 10, 2023
Slide 1: Investor Presentation October 2023
Filed by 7GC & Co. Holdings Inc. Pursuant to Rule 425 under the Securities Act of 1933 and deemed filed pursuant to 14a-12 under the Securities Exchange Act of 1934 Subject Company: 7GC & Co. Holdings Inc. Commission File No.: 001-39826 Date: October 10, 2023 Investor Presentation October 2023
Slide 2: Disclaimers
Disclaimers Basis of Presentation This Presentation (this “Presentation”) is provided for informational purposes only and has been prepared to assist interested parties in making their own evaluation with respect to a potential business combination between Banzai International, Inc. (“Banzai” or the
Slide 3: Disclaimers (cont'd) Forward Looking Statements
Disclaimers (cont’d) Forward Looking Statements (cont’d) These forward-looking statements are subject to a number of risks and uncertainties, including: changes in domestic and foreign business, market, financial, political and legal conditions; the inability of the parties to successfully or timely
Slide 4: Disclaimers (cont'd) Important Information for Investors and Stockholders
Disclaimers (cont’d) Important Information for Investors and Stockholders The Potential Business Combination will be submitted to stockholders of VII for their consideration and approval at a special meeting of stockholders. VII has filed a registration statement on Form S-4 (the “Registration State
Slide 5: Investment Summary Highlights
EXECUTIVE SUMMARY Investment Summary Highlights The divergence between M&A volume Banzai’s integrated platform capitalizes on and the growing number of marketing Compelling Attractive economies of scale and complementary technology (“MarTech”) companies customer bases to maximize cross- Growth Story
Slide 6: MarTech is an Attractive Vertical
EXECUTIVE SUMMARY MarTech is an Attractive Vertical Over the past five years, MarTech has proven to be a highly attractive investment, yielding robust returns and consistently outperforming the market. 1 1 MarTech Stock Performance (%) S&P 500 Performance (%) 344.0% 59.9% Jan-18 Sep-23 Note: MarTech
Slide 7: Lower VC Funding Pressuring MarTech SaaS
EXECUTIVE SUMMARY Lower VC Funding Pressuring MarTech SaaS 2 MarTech and Enterprise SaaS VC Deal Activity Tech Companies Continue to Downsize 1 1 Deal Value ($M) Deal Count Number of Tech Companies with Layoffs 639 274 230 $19,078 182 133 126 113 99 99 96 96 $7,639 93 2018 2023E* Nov-22 Aug-23 *YTD
Slide 8: A Unique Market Discrepancy
OPPORTUNITY EXECUTIVE SUMMARY A Unique Market Discrepancy The divergence between M&A volume and the growth in the number of MarTech companies presents a growing opportunity for consolidation. 1 2 M&A Deal Count Number of MarTech Companies 42,436 11,038 20,599 947 2014 Jun-23 1) PitchBook Q2 2023 Glo
Slide 9: Many MarTech companies are looking to sell, but buyers are at a 10-year low
Many MarTech companies are looking to sell, 1 but buyers are at a 10-year low. Banzai is consolidating mission-critical, sub- scale MarTech products. Our secret sauce is customer expansion through cross-sales. 9 1) PitchBook Q2 2023 Global M&A Report, July 2023
Slide 10: Marketers struggle with an explosion of SaaS vendors
Marketers struggle with an explosion of SaaS vendors. Enterprises use an average of 120+ marketing tools for their daily operations, leading to disjointed customer experiences and messy 1 data. 10 1) Netskope Cloud Report, August 2019
Slide 11: Data is the Top Challenge for Marketers
EXECUTIVE SUMMARY Data is the Top Challenge for Marketers Customer data specifically remains a huge challenge for marketers — in the 2022 Marketing Data and Analytics Survey, 70% of marketing Marketers are Requiring Solutions that analytics consumers agreed that access to Integrate Seamlessly unifie
Slide 12: Banzai develops essential marketing solutions for companies that want to grow faster
Banzai develops essential marketing solutions for companies that want to grow faster, offering seamless integrations and experiences to increase customer value out of the box. 12
Slide 13: Buyer Universe for Rolling Up MarTech Industry
EXECUTIVE SUMMARY Buyer Universe for Rolling Up MarTech Industry Strategic buyers are focused on whales, presenting an opportunity for small cap consolidation. Small Scale Acquisition Focus Large Scale Acquisition Focus Private Equity Strategic 13
Slide 14: The Prize for Winning is Big
EXECUTIVE SUMMARY The Prize for Winning is Big Banzai’s Serviceable Available Market United States B2B MarTech Spend 2023E Banzai $28.1B TAM $39.4B $20.2B 2023E Banzai $5.4B SAM 2020 2026E Banzai’s Serviceable Available Market (SAM) is expected to Banzai’s Total Available Market (TAM) is expected to
Slide 15: Company Overview
Company Overview banzai
Slide 16: Banzai Develops Mission-Critical MarTech Solutions
COMPANY OVERVIEW Banzai Develops Mission-Critical MarTech Solutions Audience Webinar Engagement Targeting Hosting Winning and retaining customers Promotion & Content Sharing Distribution Acquisition Audience AI Content Identifying and attracting the right Acquisition Creation leads Net New Community
Slide 17: Acquisition Strategy – Evaluation Criteria
COMPANY OVERVIEW Acquisition Strategy – Evaluation Criteria Evaluation Criteria Financial ARR / EBITDA YOY Growth Regulation S-X Banzai's Evaluation Criteria Performance are structured to ensure that Strategic Product / Platform Market Cross-Sell Enhancement Opportunities Fit acquisitions are strate
Slide 18: Acquisition Strategy – Success Criteria
COMPANY OVERVIEW Acquisition Strategy – Success Criteria Success Criteria Revenue Growth % EBITDA Margin % Rule of 40 Banzai's Success Criteria necessitates the adherence to Actual Performance vs. Forecast NPV and IRR Assumes appropriate hurdle rate specified practices & KPIs to assure optimal busin
Slide 19: Our Secret-Sauce is Customer Expansion
COMPANY OVERVIEW Our Secret-Sauce is Customer Expansion Organic Growth Banzai's secret sauce is our Customer Expansion flywheel. As we grow our organic customer base, and as we add Customer more solutions to our platform, our ability Expansion to drive cross-sales increases, compounding over time. S
Slide 20: Acquisition – Boost
COMPANY OVERVIEW Acquisition – Boost 20
Slide 21: Acquisition – Reach
COMPANY OVERVIEW Acquisition – Reach 21
Slide 22: Engagement and Analytics – Demio
COMPANY OVERVIEW Engagement and Analytics – Demio 22
Slide 23: Banzai Delivers Award Winning Products
COMPANY OVERVIEW Banzai Delivers Award Winning Products 23 Source: G2 Awards, CloudRatings, Hubspot
Slide 24: Our Customers Love Us
COMPANY OVERVIEW Our Customers Love Us 1,900+ 800+ 3,100 1,000+ 250+ Hosted Sessions Increased Registrations Increased Registrations Hosted Sessions Hosted Sessions (YTD 2022) (2020—2023) (2020—2023) 2,200+ 155+ 1,300+ 15% < 30 Increased Registrations Hosted Sessions Increased Registrations Increase
Slide 25: Management Overview
Management Overview banzai
Slide 26: Leadership with Demonstrated Acquisition Track Record
MANAGEMENT OVERVIEW Leadership with Demonstrated Acquisition Track Record Cohesive management team with long working history at Avalara, Verivox, and other leading companies that has supported 19 M&A transactions over the past decade. Joe Davy Simon Baumer Mark Musburger CEO CTO CFO GM, Avalara VP E
Slide 27: Executive Team M&A Track Record
MANAGEMENT OVERVIEW Executive Team M&A Track Record 2022 2022 2021 2020 2020 2018 Undisclosed Broker Business Unit 2018 2017 2017 2017 2015 2015 Digital Brokerage Business 2015 2014 2014 2013 2010 2007 Tax Technology eFileSolutions Services 27 Note: List does not include all M&A transactions execute
Slide 28: Transaction Summary
Transaction Summary banzai
Slide 29: 7GC & Co Holdings Platform
TRANSACTION SUMMARY 7GC & Co Holdings Platform $2.0B TECHNOLOGY CAPITAL DEDICATED TO PRIVATE GROWTH, TOP TIER FUNDS AND SPAC INVESTING 1. 7GC & Co Fund I & Fund II Fund $2B II AUM: ✓ $225M target AUM across Fund I & II with over 400 Special Purpose $150M investments evaluated since 2018 Acquisition
Slide 30: Business Combination Summary
TRANSACTION SUMMARY Business Combination Summary Business Combination Structure ▪ 7GC & Co. Holdings Inc. (“VII”) intends to complete a business combination (the “Business Combination”) with Banzai International, Inc. (“Banzai”), a leading full-stack performance marketing platform 1 ▪ The Business C
Slide 31: Next Steps and Timeline
TRANSACTION SUMMARY Next Steps and Timeline Item Status $100 PIPE Agreement Complete BCA Executed Complete Banzai 2021 / 2022 Audits Complete Banzai H1 Review Complete Fairness Opinion Complete Complete S-4 Draft Initial S-4 Filing Complete PIPE Raise In Progress SEC Review & Merger Completed In Pro
Slide 32: Investment Summary Highlights
TRANSACTION SUMMARY Investment Summary Highlights The divergence between M&A volume Banzai’s integrated platform capitalizes on Compelling Attractive and the growing number MarTech economies of scale and complementary companies presents an exciting customer bases to maximize cross- Growth Story Rete
Slide 33: Appendix
Appendix banzai
Slide 34: Today's Presenters
APPENDIX Today’s Presenters Joe Davy Mark Musburger Chris Walsh Jack Leeney CEO and Founder CFO CFO and COO Chairman and CEO • Senior executive with track record of • Senior executive with track record of • Proven growth technology investing track • Proven growth technology investing track growing a
Slide 35: Marketing Technology Opportunity
APPENDIX Marketing Technology Opportunity Marketing Technology is a Huge and Fast Growing Opportunity 11,000+ MarTech SaaS companies present 2 1 $28B TAM, growing by 11.8% CAGR from 2020 to 2026 a major opportunity for consolidation 3 M&A down 50%+ in 2023, creating many attractive opportunities Ban
Slide 36: Risk Factor Summary
APPENDIX Risk Factor Summary Actual events, circumstances, or results are difficult or impossible to predict and may differ materially from those contemplated in any forward-looking statements made in this Presentation and are due to a variety of risks and uncertainties including, but not limited to