OVERVIEW

Global growth investor with

over $3.0 billion of capital
raised since inception
Software, internet, consumer, and
technology enabled services
Minority (primary or secondary) and
buyout investments
Equity investments of $15 million
to $150 million

Track record of partnering with

market leading businesses
Strategic limited partner base
of more than 400 executives
and entrepreneurs

Note: As of August 31, 2020

2
 LPS ARE THE CORNERSTONE OF OUR STRATEGY
Lead Edge has over 400 strategic executives and successful entrepreneurs as Limited Partners
▪ Former CFO, Dell
▪ Former President, Dell
▪ GM, Microsoft
▪ Former President, Seagate
▪ Former CFO, GoPro
TECHNOLOGY ▪ Former CFO, Intel
▪ Former EVP of Media, Samsung
▪ Former CEO, HP
▪ Former CEO, Xerox
▪ Former Mobile Head, Facebook
▪ Former CEO, Yahoo
AUTO &
▪ CIO, Toyota North America
▪ Former CIO, General Motors
AEROSPACE
▪ Former President, eBay
COMMERCE ▪ VP Corp Dev, Amazon
▪ CEO, Wayfair
& RETAIL ▪ CHRO, eBay
▪ Former President, Kmart
▪ Former President, Visa
FINANCIAL
▪ Former President, Paypal
▪ Former CSO, JP Morgan
SERVICES ▪ CHRO, Amex
▪ Former CFO, Exxon
HARD ASSETS ▪ Former CEO, Sunoco
▪ Former CEO, Biogen
HEALTHCARE ▪ Former CHRO, Biogen
▪ Former CEO, Hyatt
HOSPITALITY ▪ Founder, Former CEO, Trivago
▪ Former CMO, Booking.com
SPORTS ▪ Owner, New England Patriots
▪ Former CFO, San Diego Padres
& MEDIA
▪ Founder, Crunch Fitness
Note: As of August 31, 2020
▪ Founder, Build.com
▪ CISO, IAC
▪ Former Head of
Partnerships, Uber
▪ Former SVP, Box
▪ CFO, ServiceNow
▪ Founder, Bazaarvoice
▪ Founder, Mindbody
▪ Former CRO, Jive Software
▪ Founder, Xamarin & CEO, GitHub
▪ Co-Founder & Fmr CTO, NetSuite
▪ Former CEO, Hertz
▪ Former CEO, General Motors
▪ Former CFO, Best Buy
▪ Former CFO, Nordstrom
▪ Former CEO, Neiman Marcus
▪ Former CEO, Saks Fifth Avenue
▪ Director, REI
▪ Head of Wealth Mgmt,
Credit Suisse
▪ Former CEO, Citi Ventures
▪ Former CEO, Charles Schwab
▪ Former CEO, Cowen & Co.
▪ BoD, Suncor Energy
▪ Vice Chairman, Shorenstein
▪ Former CEO, OptumHealth
▪ CIO, Memorial Hospital Gulfport
▪ Founder, Booking.com
▪ Founder, CheapoAir
▪ Former CEO, ESPN
▪ Former COO, Disney
▪ Owner, Philadelphia 76ers
▪ Chairman, Splunk
▪ Chief Transformation
Officer, Intuit
▪ Former Co-President, McAfee
▪ Founder, Neolane
▪ CFO, Vmware
▪ Co-Founder, & CEO, Moat
▪ Founder, ExactTarget
▪ Former CEO, Autodesk
▪ CFO, Exabeam
▪ Co-Founder, Demandforce
▪ COO, Rackspace
▪ BoD, Zoox
▪ Former President, Lockheed Martin
▪ BoD, Proctor & Gamble
▪ President, Unilever NA
▪ Former CEO, Hershey’s
▪ Former CIO, Clorox
▪ Former CEO, Bare Escentuals
▪ Former Partner, General Atlantic
▪ Former Chairman, BankAtlantic
▪ CEO, Tudor Investments
▪ Founder, Capital One
▪ CEO, Silverstein Properties
▪ Former BoD, Blue Coat
▪ Founder, Vanguard Health
▪ MD, UnitedHealth
Group Ventures
▪ CEO, Sbarro
▪ Founder, Seamless
▪ Founder, Happy Madison Films
▪ Chairman, STX Entertainment
▪ Owner, New Jersey Devils
▪ Founder, Liveperson
▪ Founder, Bladelogic
▪ Founder, Arcsight
▪ Former President, Skype
▪ Former BoD, CISCO
▪ Former BoD, Splunk
▪ Former CEO, DirecTV
▪ Chief Revenue Officer, GoDaddy
▪ VP of Manufacturing, Microsoft
▪ BoD, Sumologic
▪ Chairman, GoDaddy
▪ Former Chairman, Model N
▪ Former CFO, Boeing
▪ Former CEO, EOS Airlines
▪ Former CEO, PepsiCo
▪ BoD, Whirlpool
▪ BoD, Kimberly Clark
▪ President, Niagra Bottling
▪ BoD, J&J
▪ BoD, Bank of America
▪ BoD, Citigroup
▪ Former CIO, Viking Global
▪ Head of Tactical Opportunities,
Blackstone
▪ Vice Chair, Cushman & Wakefield
▪ Former VP of Partnerships, Houzz
▪ Former CEO, Drugstore.com
▪ Former SVP of Finance,
Tenet Healthcare
▪ CTO, OpenTable
▪ Founder & CEO, First Beverage
▪ Co-Founder & CEO, Zumba
▪ Founder, Playdom
▪ Former BoD, AppDynamics
▪ Former BoD, Blue Coat
▪ Former BoD, Informatica
▪ Former BoD, Palo Alto Networks
▪ Former VP of Partnerships, Facebook
▪ Former BoD, Intel
▪ Former BoD, AOL
▪ BoD, Virtusa
▪ Former BoD, Qlik
▪ Founder, Trulia
▪ Former Chairman & CEO, Eloqua
▪ Co-Founder, MarketShare
▪ BoD, Union Pacific Railroad
▪ Former CFO, United Airlines
▪ Former VP, Ford Motor Company
▪ Former BoD, Target
▪ BoD, Williams Sonoma
▪ Former BoD, Walmart
▪ Former BoD, DuPont
▪ Former Head of HR, HoneyWell
▪ Former BoD, TJ Maxx
▪ Former COO, Citi
▪ Former CTO, Citi
▪ Former Head of HR, Caremark
▪ Founder, Point72 Asset Management
▪ Former CEO, SSE PLC
▪ CEO, Sound Oil
▪ Principle, Lerner Enterprises
▪ Former Head of HR, Mylan
▪ Former CEO, Heritage Health Systems
▪ Founder, Toast
▪ Former CEO, Wendy’s
▪ Former BoD, New York Times
▪ Former CEO, Zynga
3
LEVERAGING OUR NETWORK
Representative Examples

Value Add

Customer Advisory &

Introductions Business Development Recruiting

BoD, McAfee Former CHRO, Force10

Chairman of Endeca Former CHRO, DocuSign
Former CRO, Castlight MD of HR, Goldman Sachs

Former CEO, Shoprunner Global General Counsel, Dell

CEO, Dynamic Signal Former CFO, AirBnB
CTO, Bank of America
CEO, Workhuman
Former CHRO, Biogen
Former President, Dell SVP and GM, MTV
Former COO, Disney CMO, Bazaarvoice
CFO, Zoom

CFO, YETI Coolers

CEO, Frontier Airlines Former CFO, GoPro
Former Vice Former CFO, Coinbase
Chairman, GM

Founder, Savage Partners

Former President, PayPal CFO, Walmart US
Co-Founder, Trivago Former CFO, Jive Software
Co-Founder, Booking.com

VP of Product, AT&T
Former President, eBay Former CPO, Ancestry.com
Former Mobile Head, Uber Fmr. President, Apple Europe
CEO, Mecum Auctions

Head of IR, Yelp

BoD, CenturyLink
Head of IR, Twitter
Former COO, Disney
Head of IR, Square
BoD, Target
Head of IR, FireEye
Former CHRO, Biogen

Former President, eBay

BoD, American Express Founder, KarrScheffel
MD, Allen & Company CFO, Meru Networks
Partner, Platinum Equity Ind. Board Member Candidates

Note: Company names and logos are representative examples only

4
INVESTMENT FOCUS AREAS OF INTEREST
Lead Edge leads investments in
companies with the following criteria: S O FT WARE

Vertical Applications
Cre
rom ed
he yo dr
n en
roCo
e e

Information Services
Revenue $10+ million
Developer Tools
Cre
rom ed
he yo n
re ro
or e
Cresn r

Growth 50%+ YoY growth Security

Cre
rom ed
he yo dr
n en
roCo
e e

Margins 70%+ gross margins Infrastructure

Capital Efficiency Scale relative to cash burn Compliance

I NT E RNE T
Retention 90%+ retention
Consumer
Customer Base Diversified customer base
Marketplaces
Recurring SaaS or highly recurring
Financial Technology

Profitability Breakeven or profitable eCommerce

Cre
rom ed
he yo dr
n en
roCo
e e

Media

Social

Note: LEC investments typically meet 5-7 of these metrics

5
INVESTMENT TEAM
We combine the experience of our Investment Team and Operating Partners to provide Board level support, strategy, and business development

INVESTMENT TEAM

Mitchell Green Nimay Mehta Brian Neider

General Partner General Partner General Partner

Avery Rosin Tim Bemer Evan Skorpen Brian Lobdell Zach Ullman Edward Colechia
Principal Principal Principal Vice President Vice President Capital Markets

Andreas Vandris Ray Joyce Zabreen Khan David Berdoff Rit Chakraborty Josh Chin Jonathan Cheung Hari Badale
Associate Associate Associate Associate Associate Associate Associate Associate

OPERATING PARTNERS

NOTE:
Above the line is current &
Paul Bell Ron Gill former operating history &
Former President, Dell PLE Former CFO, Netsuite below is current/former Board
of Directors history

Jim Schneider Lorrie Norrington

Former CFO, Dell Former President, eBay