AnalytixInsight Corporate Presentation 2014

Big Data Analy,cs. Ac,onable Insights.

www.analytixinsight.com TSXV:ALY January, 2015

Safe Harbor Statement •  Statements about the Company’s future expecta5ons and all other statements in this presenta5on other than historical

facts, are “forward-‐looking statements” within the meaning of Sec5on 27A of the Securi5es Act of 1933, Sec5on 21E of the Securi5es Exchange Act of 1934, and as that term is defined in the Private Securi5es Li5ga5on Reform Act of 1995. The Company intends that such forward-‐looking statements be subject to the safe harbors created thereby.

•  The informa5on in this document contains informa5on rela5ng to the Company that is based on the beliefs of the Company and/or its management, as well as assump5ons made by any informa5on currently available to the Company or its management. When used in this document, the words “an5cipate,” “es5mate,” “expect,” “intend,” “plans,” “projects,” and similar expressions, as they relate to the Company or its management, are intended to iden5fy forward-‐looking statements. Such statements reflect the current view of the Company regarding future events and are subject to certain risks, uncertain5es and assump5ons, including the risks and uncertain5es noted. Should one or more of these risks or uncertain5es materialize, or should underlying assump5ons prove to be incorrect, actual results may vary materially from those described herein as an5cipated, believed, es5mated, expected, intended or projected. In each instance, forward-‐looking informa5on should be considered in light of the accompanying meaningful cau5onary statements herein. Factors that could cause results to differ include, but are not limited to, successful performance of internal plans, the impact of compe55ve services and pricing and general economic risks and uncertain5es.

2 2

3

BIG DATA ANALYTICS; ACTIONABLE INSIGHTS

v  Ac,onable narra,ve, insights and analy,cs

v  B2B, Mobile and Online plaBorms

BIG DATA

Retail

Pharma research

4

Financial Analytics CapitalCube

Healthcare Pharma and

Biotech

Retail analytics Social

media analytics

Market research,

advertizing

Science and Research

v Proprietary predicAve analysis tool v Data integrated from mulAple sources v Extensible, customizable domain based

Cloud based platform across industries

v 100 billion+ data computaAons daily v Cloud based, Scalable architecture v Produces acAonable narraAves, not just numbers

Analy,xInsight: Cloud based Predic,ve Analysis PlaBorm

Analy,xInsight: Going beyond the standard

5

AggregateIntegrate Aggregate data from various sources

Process

Process raw data

Analyze Numerical, interpreted analysis

Insights Ac,onable,

auto generated narra,ves,

predic,ve and prescrip,ve analy,cs

For Discussion Purposes Only. Strictly Private and Confidential.

v  Current demonstrated applica,on – equity & ETF research narra,ves (www.capitalcube.com).

Current market offerings AnalyAxinsight

Financial Analy,cs -‐ CapitalCube Current demonstration of Analytixinsight Engine

For Discussion Purposes Only. Strictly Private and Confiden,al.

v  Ac,onable and readable analysis on companies across 100 exchanges worldwide

v  Covers more than 45,000 equi,es and ETFs

v More than 100 billion computa,ons

per day on financial data

v  Stockwall app covers 16 exchanges across North America & Europe

v  Offers mul,-‐language and highly customizable capability facilita,ng ease of deployment

6

CapitalCube – Value added financial analy,cs

v  100 billion+ computa,ons using company filings

v  Rela,ve valua,on algorithm to pick up upside/ downside for every company

v  Algorithm generates fundamental scores and dividend quality scores for every company

v  Earnings analysis score evalua,ng company’s quarterly and annual filings as soon as company reports, currently in beta tes,ng

v  Algorithmically generated wriben narra,ves and reports

7

CapitalCube Financial PlaBorm

Retail User www.capitalcube.com

8

CapitalCube Business Model

•  App available for download on Apple App Store and Android Play Store

•  Pre-‐loaded on Samsung , Miia and Netrange Smart Devices

Mobile App

Customized soluAons for business users Composer : IP Licensing for Content CreaAon Connect : Content DistribuAon and Licensing B2B

•  Analysis of over 50,000 equites and ETFs

•  Stock screening and valuaAon

•  Make and track your porWolio

The Mobile Advantage

v Roughly 20% of all mobile users have or are conducAng a financial acAvity on their phone

9

v According to eMarketer, 25% of the world populaAon uses a smartphone (1.76 billion people)

First mover advantage in mobile: key to big data analyAcs

Stockwall: Financial App for Smart Devices v  Seamless app tying real ,me stock price, company analysis from CapitalCube and a

trading plaBorm – Easy to use app for financial analy,cs

10 For Discussion Purposes Only. Strictly Private and Confiden,al.

v  Only financial app with real ,me quotes and automa,cally generated narra,ves/research

v  Stockwall to be a “go to” app for financial informa,on v  Preloaded on devices v  One stop app for real ,me

quotes, analysis and trading

v  Stockwall can have an interna,onal release with mul,-‐ language capability

Stockwall – Business Case

For Discussion Purposes Only. Strictly Private and Confiden,al. 11

Real Ame quotes

AutomaAcally generated acAonable analysis

MulA -‐language capability

Trade execuAon capabiliAes, External content

Going Mobile : Expanding with Samsung v  Agreement with Samsung Electronics to offer equity analysis plaBorm on all

Samsung smart devices – phones, tablets, wearables and smart TV. -‐ The mobile offering v  Currently preloaded with Samsung smart devices v  Mobile offering to allow access to big data analy,cs to millions of users worldwide v  Aim for Stockwall to be one stop app for equity analysis and trade execu,on on all

smart devices


Samsung – A partner v  Samsung released new devices at

the IFA tech conference 2014, Berlin held on Sept 4 v  Stockwall unveiled as key content

partner, co-‐marketed with Samsung Galaxy Note Edge

v  Deal terms

v  Pre loaded in Samsung smart devices ~250 million devices

v  Revenue share approx. 70:30 per download per month

v  Content comprises real ,me data, a n a l y , c s p o w e r e d b y “Analy,xInsight”

13

Expanding the mobile offering v  Miia

v  Deal to preload Marketwall app on Miia phones

v  Poten,al for larger subscriber base and expanded subscrip,on revenues

v  70:30 revenue sharing arrangement v  Miia market share growing larger than that of

established players in Italy

v  NetRange MMH GmbH

v  Leading white-‐labeled Smart TV ecosystem provider behind more than 60 global brands including Sharp, TCL, Skyworth, Hisense, Changhong, JVC, Pioneer and Loewe

v  First Finance App to be preloaded into this ecosystem

v  40+ million users

14

Mobile user valua,on

15

v  Average revenue per user (ARPU) is one of the key metrics in valuing tech firms

v  Google’s ARPU is $45, with Facebook and Twiber are at $7 and $3 respec,vely

Valua,on per user


v  Apps like Instagram, Whatsapp, Snapchat, Skype are valued for acquisi,on of behavioral data

v  Youtube, Spo,fy, Supercell are valued for content

*valua,on as of June 2014

Analy,xinsight brings together unique analy,cs content on robust, expanding plaBorm across devices and geographies

B2B – Strategic partnership v  Foray into enterprise B2B with India-‐

based Iris Business Solu,ons (Iris) v  MoU to acquire 30% stake in Iris –

world’s leading XBRL conversion service

v  Regula,ons make XBRL filings mandatory

v  Iris top line of $12 million FY 2014; Expected to grow at least 30% YoY

v  Partnership to use IRIS’ unique financial data offering and leverage Analy,xinsight’s big data analy,cs plaBorm to generate proprietary content and insight

v  Analy,xinsight expects at least $5 -‐ $6 million of topline from B2B partnerships

16

CapitalCube: Pipeline

17

v  Contracts with v  AOL (dailyfinance) to run earnings analysis.

First season complete, second to be run in Feb 2015

v  Dow Jones (Wall Street Journal ) displays “compe,tor informa,on” on their quotes page (quotes.wsj.com)

v  A leading European stock exchange

v  Proposals for content licensing, revenue share on page views and traffic-‐for-‐content to v  Leading buy side news and content syndicator

v  Large US trade advisory site

v  Stock exchanges and

v  A leading finance portal


Analy,xInsight : The complete offering v  Engine absorbs any input big data, rules

and logical narra,ves to produce desired reports

v  Scalable to other applica,ons such as social media analy,cs, retail analy,cs etc.

v  Currently demonstrated in financial analy,cs v  Preloaded Stockwall app on Samsung,

Miia and NetRange plaBorms v  Samsung associa,on implies growth

aligned with mobile penetra,on v  Composer and Connect for enterprise

plaBorm v  Partnership with IRIS to leverage XBRL

data into analy,cal insights


Financial analy,cs

Online.Capitalcube for retail

Composer and connect for B2B

Stockwall for mobile

Retail

analy,cs

Analy,xinsight plaBorm

100 billion+ computa,ons

Narra,ve genera,on

Value added analy,cs

Robust mobile plaBorm

Global reach

B2B

applica,ons

Beyond Financial Analy,cs – The Future


Other financial asset classes -‐ ETFs, Op,ons, Debt, Commodi,es.

Business model extension -‐ Services, Custom Implementa,ons, mobile plaBorms

Sector expansion : Healthcare, Insurance, etc. Each a $20+ billion market

Management: Proven Exper,se v  Prakash Hariharan, Chairman

Formerly one of Canada’s leading porBolio managers at Front Street Capital focusing on technology and growth related investments. Prakash has also spent ,me at Dominion Bond Ra,ng Services, analyzing and ra,ng structured investment products. He holds a Financial Engineering degree from York University, an MBA from the Schulich School of Business, and an undergraduate degree in Chemical Engineering.

v  Chaith Kondragunta, CEO Chaith was formerly the CEO of Stern Stewart Europe Ltd, and the CEO and founder of Stern Stewart India. Chaith has frequently wriben and spoken on corporate performance and analysis with The Economist Group, CNBC, Bloomberg TV, and Euromoney. He has a Masters in Computer Engineering from the University of California, San Diego and an MBA from Carnegie Mellon University.

v  Gautam PasupuleA, COO Gautam was previously Vice President, Product Strategy at Fidelity Na,onal Informa,on Services working with financial ins,tu,ons worldwide to deliver solu,ons across mobile, online, branch and ATM channels. Gautam has an Execu,ve MBA from Columbia University, and also holds degrees from Pennsylvania State University, and the Indian Ins,tute of Technology.

20

All members of management and other insiders have a voluntary 3 year lock-‐up of equity


Board of Directors v  Prakash Hariharan, Chairman

Formerly one of Canada’s leading porBolio managers at Front Street Capital focusing on technology and growth related investments. Prakash has also spent ,me at Dominion Bond Ra,ng Services, analyzing and ra,ng structured investment products. He holds a Financial Engineering degree from York University, an MBA from the Schulich School of Business, and an undergraduate degree in Chemical Engineering.

v  Chaith Kondragunta, CEO Chaith was formerly the CEO of Stern Stewart Europe Ltd, and the CEO and founder of Stern Stewart India. Chaith has frequently wriben and spoken on corporate performance and analysis with The Economist Group, CNBC, Bloomberg TV, and Euromoney. He has a Masters in Computer Engineering from the University of California, San Diego and an MBA from Carnegie Mellon University.

v  Richard Greco Jr Since 2007, Mr. Greco has been the Managing Partner of Filangieri Capital Partners, a private venture capital and M&A advisory firm. Mr. Greco is also a Senior Advisor to The Scowcrou Group. Mr. Greco served as the Assistant Secretary of the Navy (Financial Management & Comptroller) and also as a White House Fellow at the Department of Defense. Previously, Mr. Greco has been managing director at Stern Stewart & Co. Mr. Greco has an MBA in finance from The University of Chicago, an MA in American foreign policy from The Johns Hopkins University School of Advanced Interna,onal Studies, and a BS in chemistry from Fordham University.

v  Gregg Schoenberg Mr. Schoenberg is the Founder of Wescob Capital, an investment and advisory firm based in New York, and a co-‐founder of the Shellstone Group. Mr. Schoenberg also currently serves as a director of Peerform, a peer lending plaBorm based in New York. He was previously head of equi,es and a member of the execu,ve commibee for Na,xis North America. Prior to that, he worked in the capital markets department of SG Cowen in New York and served in the Washington DC offices of Senator Bill Bradley and the Atlan,c Richfield Corpora,on. Mr. Schoenberg holds an MBA from Cornell University and a BA from Washington University in St. Louis. 21


APPENDIX

22

BIG DATA ANALYTICS : NEED OF THE HOUR

Current Scenario

•  Lot of DATA, hardly and INFORMATION

•  Analysis is purely numerical

– no narraAves

Market Opportunity

•  AcAonable InformaAon from data

•  Auto generated narraAves – for predicAve analysis


Massive opportunity for big data analy,cs

v  As of 2012 2.5 exabytes or 2.5 billion gigabytes of data created everyday -‐HBR v  Only 13% companies use predic,ve analy,cs and only 3% use prescrip,ve

analy,cs -‐ Gartner

B2B – PlaBorm Services

24

v  PlaBorm services for licensing and integra,ng “Analy,xinsight” content and technology

v  Available as v  API

v  Widgets

v  Embeddable code

v  Provides “plug and play” facility for data and graphs to be shared with financial informa,on providers , bus iness websites, educa,onal ins,tu,ons, etc.

plaWorm.capitalcube.com


v  Uses “Analy,xInsight” engine v  Process feeds from diverse sources

and convert them to ac,onable statements

v  Provides complete data analysis capability

v  Can re-‐use CapitalCube data and d a t a m o d e l s f o r f a s t e r implementa,on

v  Can be used to generate customized report for business clients like banks, financial ins,tu,ons

Content Distribu,on and Licensing

IP Licensing for Content Crea,on

CapitalCube Financial Analy,cs offering

Coverage

-‐ Equi,es/ mutual funds/ ETFs -‐ Limited companies covered -‐ Regional

-‐ Equi,es/Mutual funds/ETFs -‐ 45,000 ,ckers -‐ Global (across intl. exchanges)

Stock screens

-‐ Based on data points -‐ Restric,ve -‐ Predominantly technical screens

-‐ Thema,c/ algorithmic -‐ Uses analysis output -‐ Screens are technical and fundamental

Performance reports

-‐ Limited updates -‐ Only on the selected company

-‐ Rela,ve to peers selected automa,cally -‐ Updated daily -‐ Mul,ple perspec,ves at a given instance of ,me

25

CapitalCube offerings

There is nothing quite like it”

“Analy5xinsight recognized as a company using federal open data in innova5ve and exci5ng way” by The White House Office of Science and Technology Policy (OSTP)

Revenue profiles in SaaS / eCommerce space


M&A Ac,vity in the Big Data Space

v  Number of big data investments has grown 36% CAGR between 2009 and 2012 v  Total dollars invested grew at a 50%

CAGR from 2009 to 2012

v  Big Data M&A dominated by big technology companies in 2012 v  Vmware acquired Cetas souware -‐

Apr 2012 v  Most transac,on values in 2012 were

not reported


Key takeaways

v Unique sector-‐agnos,c cloud based plaBorm v Mobile plaBorm available pre-‐loaded in Samsung phones, TV and wearable devices

v Scalable, expandable business model v Low breakeven economics, High Margins v Abrac,ve Valua,on, Ac,ve M&A trends in the sector
