Fiscalnote Holdings, Inc. · OTC:NOTE
Fiscalnote — Bell Potter Decoded 2022
22 slides from Fiscalnote's conference presentation, Sep 8, 2022
Slide 1: Management Presentation
Management Presentation SEPTEMBER 2022
Slide 2: Disclaimer
Disclaimer Forward Looking Statements Certain statements in this presentation may constitute “forward-looking statements” within the meaning of the federal securities laws, including, but not limited to, statements with respect to (i) FiscalNote’s projected operational performance, including relativ
Slide 3: What We Do
WHAT WE DO Technology delivering critical legal data and insights in an uncertain world 3
Slide 4: Why It Matters
Why It Matters Boards and CEOs Face Increasing Global Regulations Regulatory Pressure “…I don’t know if this is the end-all “…People still want regulation, “…our business may be impacted “…legal ambiguity on the status but clearly regulation relief security amid tech competition… by the adoption of
Slide 5: The FiscalNote Solution
The FiscalNote Solution $6.4TN 500k+ 200k+ Crypto US Federal elected officials US bills EU hits Am az on w ith ex ch ange gets M Govt. in the US2 introduced record-breaking $8 87 Si ng apore nod spending1 annually3 GD PR fin e on di gi tal token services American retailers EU Unveils Plan ned Carbon
Slide 6: Category Creator
Category Creator Legal and Policy Finance HR Sales Crucial technology and embedded workflows on the desks of the world’s decision makers 6
Slide 7: Clear Value Proposition
Clear Value Proposition Government Agencies Corporates Non-Profits Navigate increasingly complex regulatory Secure government funding to support national landscape on key issues such as ESG, data Advocating to elected officials to ensure security and engage in global diplomacy privacy and anti-trust
Slide 8: Investment Highlights
Investment Highlights Large, Growing AI and Data-Driven Prolific Market Opportunity Workflow M&A Powerhouse Diverse Blue Chip Multiple Avenues Customer Base of Organic Growth 8
Slide 9: Large and Expanding Market Opportunity
Large and Expanding Market Opportunity Enterprise FiscalNote’s Approaches to Drive Info Solutions Long-term Growth TAM: $314BN1 1 Increase Sales Capacity Clear Market Tailwinds 2 Land & Expand Proliferation of regulatory complexity 9 Lack of systems to track, assess and report 3 Grow Internationally
Slide 10: Blue Chip Diverse Client Base
Blue Chip Diverse Client Base Government (~24%) Finance (~5%) Energy (~3%) Consumer & Retail (~2%) Transport (~2%) Healthcare (~14%) Education (~5%) TMT (~5%) Business Services (~5%) Relied upon and recognized across major public and private sector customers 10 Note: Figures and logos exclude produc
Slide 11: Land and Expand Strategy Fueled by Cross & Upsell
“Land and Expand” Strategy Fueled by Cross & Upsell Upselling Potential Enabled by User and Product-Based Pricing Customer Growth Stories MORE PRODUCTS USAGE & WORKFLOWS UPSELL Multinational Biotech and Global Cloud Pharmaceutical Company Service Provider ~50K – 100K+ DATA & CONTENT ACV 36x 16x ~20
Slide 12: AI and Data-Driven Workflow
AI and Data-Driven Workflow Proprietary Data Workflow Tools to Take Patented1 AI-Enabled Core Ingestion & Processing Action, Measure, & Report AI-Driven Network Effects te Regulatory Corpora F ilin gs Enforcem ent Data Stakehold Better Experience Individualized Press er Releases & Global Legislation
Slide 13: Proprietary Technology Stack
Proprietary Technology Stack FiscalNote’s Proprietary Technology… …Leading to Superior Outcomes for Customers Powerful ingestion Connect Data Augment Workflows engine with query Structured, standardized, Cross the silos between Integrate AI into existing suggestion and expansion and automated indust
Slide 14: Sifting Through the Chaos
Sifting Through the Chaos User-Friendly Dashboards Collaborative capabilities and easy access to workflows and data Comprehensive Data Searching, reporting, and alerting from unique global data and proprietary content sources Predictive Analytics Proprietary regulatory analysis and 94% accuracy1 on
Slide 15: Leveraging Core Technology for Organic Product Growth
Leveraging Core Technology for Organic Product Growth New Adjacent Market Opportunities Regulated Sectors of the Future FDA Approval Advocacy ESG Tracking Geopolitical Risk Cryptocurrency Autonomous US-China Gig Economy Research Regulatory Driving Relations Monitoring Issues Government Management Af
Slide 16: Prolific and Disciplined M&A Machine
Prolific and Disciplined M&A Machine Proven Strategies Key Winning Factors Criteria Playbook for acquisition and integration Deeply embedded customers Track record of value creation through Transaction structure Large market share acquisition of datasets and cross / upselling Alignment of interests
Slide 17: Proven Corporate Strategy of Buy, Build, and Grow
Proven Corporate Strategy of Buy, Build, and Grow No. of Deals LEGACY 60 240+ 250+ 160+ (2) 50 MARKET CAP(1) ($BN) 40 50+ 160+ DISRUPTOR 30 Cloud based AI/ML driven 20 Modern core technology Rich data & content Founder led 10 15 (3) 10 20 30 100 YEARS SINCE FOUNDING Building a disruptive global data
Slide 18: Rapid, Sustainable Growth
Rapid, Sustainable Growth Run Rate Revenue by Type ($MM) 92% Recurring revenue 2020A 2021 2022PF Organic Run Rate Revenue1 Run Rate Revenue Acquired (Current Year)2 Note: Figures subject to rounding adjustments. (1) Depicts Organic Run Rate Revenue from legacy platform and acquisitions completed in
Slide 19: Why FiscalNote
Why FiscalNote 1 Large, growing market with tailwinds from increasing regulatory and geopolitical complexities 2 Diverse, blue chip customer base providing a durable asset for upsells and cross-sells 3 AI and data-driven workflows to add new products, reduce time to market, and create differentiatio
Slide 20: Thank You
Thank You www.fiscalnote.com 20
Slide 21: Appendix
Appendix Fiscal!\\ote Fiscal
Slide 22: Glossary
Glossary ∙ AI: Artificial intelligence (AI) refers to the simulation of human intelligence in machines that are programmed to think like humans and mimic their actions ∙ ARR: Annual Recurring Revenue (ARR) is the value of the contracted recurring revenue components of term subscriptions normalized t